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<h3>Job Description:</h3>The Role You’ll lead initiatives that are fundamental to growing Fidelity’s share of self-directed advanced trading market. You’ll become an expert in advanced trader customer needs by analyzing customer data, research and competitive intelligence; you'll drive business growth through strategies that both meet the market needs of today and tomorrow; and execute short- and long-term plays in partnership with design, product, marketing, compliance, technology, digital and live channels. The Expertise and Skills You Bring You possess a strong passion for product development, innovation and strategic storytelling. You thrive in white or gray space and take initiative to figure it out and bring others along. You have a track record of mobilizing people from various teams toward a common objective through facilitative leadership, iterative thinking, and a collaborative workstyle. You have broad business knowledge of Fidelity’s diverse offerings for retail investors and the markets we serve; but you also think beyond traditional financial services and apply best digital product thinking to our work. Additionally: <ul><li>Experience driving customer analysis and research through hypothesis driven critical thinking</li><li>Experience leading end-to-end experiments from hypothesis through design / develop through measurement </li><li>Strong communication skills that help align partners and stakeholders and inspire confidence </li><li>Investment strategy knowledge / relevant certifications a plus </li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Team The Advanced Trading team is part of Fidelity’s Brokerage business. We partner with smart, creative people across the organization to understand our customers, their needs, and how we can better meet the needs of today and tomorrow. We have a relentless commitment to helping our customers build confidence in investing – regardless of their affluence, skill or appetite. <h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost 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

Director, Business Strategy

<h3>Job Description:</h3><h3>The Role:</h3>The Associate Data Analyst works as part of the Tax Shared Services team to support Operations Service Group (OSG) Tax. You will be responsible for researching, designing, analyzing, and delivering reporting solutions. This role will translate business needs into data requests to create insights. This role includes data analysis and dashboard development for various functions across tax operations.<h3>The Expertise &amp; Skills You Bring</h3><ul><li>Ability to write SQL queries to extract data from relational databases (e.g. Snowflake).</li><li>Experience in designing and developing dashboards &amp; reports using Power BI, Qlik, Tableau, and Microsoft Excel.</li><li>Ability to work closely with various business functions, documenting business requirements, creating test cases, and preparing reports, user guides, or other supporting materials.</li><li>Excellent written and oral communication skills with strong presentation presence.</li><li>Proficient project management skills, including an ability to prioritize and meet goals.</li><li>Identified opportunities to address gaps, risks, and inefficiencies in processes.</li><li>Demonstrate a high proficiency for accuracy/attention to detail.</li><li>Motivated, strong desire to learn and continuously encourages ideas to improve how we get our work done.</li><li>A Bachelor's degree, preferably in Computer Science or Information Systems but not required.</li></ul><h3>The Team:</h3>The Associate Data Analyst will be a member of the Tax Shared Services team, a dedicated group focused on providing meaningful data insights and automation across OSG Tax. The Analyst will contribute to the team’s objective by development of data visualizations and business reporting to support operational efficiency and scalability. The OSG Tax department satisfies regulatory responsibilities and delivers an excellent client experience for tracking cost basis, federal and state withholding, retirement and non-retirement tax forms, IRS and state tax filing, and distribution reclassification. This team operates in a complex, challenging and regulatory environment making this roleThe base salary range for this position is $48,000-91,000 USD 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><h3>Category:</h3>Business Analysis

Associate Business Analyst

<h3>Job Description:</h3><h3>The Team</h3>Fidelity Stock Plan Services (SPS) is Fidelity’s equity compensation administration services business, which is vertically integrated in the Workplace Investing (WI) division. Fidelity’s Stock Plan Services business manages relationships with external Plan Sponsors and their employees in 198 countries, including numerous S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants.The Stock Plan Services Product and Platform Domain exists to focus and deliver world class equity plan administration capabilities of behalf of our Stock Plan Clients and digital experiences for their Participants. The domain focuses on four major tenets in operating principles and design decisions:<ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS experience.</li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets</li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs.</li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people.</li></ul><h3>The Role</h3>As the Product Area Leader of Stock Plan Services Employer Experience, you blend broad product and portfolio management expertise with an obsession for helping plan sponsors streamline the administration of their plans and equity awards. You will define and evolve the product vision, strategy, and mission of the SPS employer experience to digitize the plan administration experience. This will require you as a leader to thrive in an environment of leading large complex change and delivering high impact in a matrixed organization reliant on partners across multiple divisions to collaborate. To succeed, you will articulate a strategic product vision and mobilize alignment across teams to align partners on delivery utilizing strong communication and collaboration. You will foster close partnerships with dotted line teams and functional leaders in technology, client service, operations, implementation &amp; sales.As a leader, you will articulate a digital strategy and empower agile teams, and associates to maximize value delivered through prioritization, creativity, innovation, collaboration, and decision making to encourage them to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. In the agile structure you will nurture teams oriented around capabilities (ex: Plan Setup, Award Management, Event Management, Participant Maintenance et al) and lead forums to help build a highly mission driven team, collaborative culture and strong community to deliver on innovative digital journeys. You are committed to developing your own industry knowledge on product evolution and innovation to inform your product vision and to empower your leaders with that knowledge.Scope of Role: <ul><li>Sets the SPS Employer Digital Strategy for accelerated delivery of digital experiences with the goal of delivering industry leading innovative experiences simplifying administration of a complex product offerings.</li><li>Define a multi-year strategy to deliver enhanced capabilities while building towards a larger north star product vision</li><li>Works across the enterprise to influence channel within broader Plan Sponsor workstation journeys to ensure the cohesion of the customer journey</li><li>Demonstrates strong digital product experience, communication, influence and decision-making skills on matters of the highest complexity presented by work that carries across varying products and processes from potential combinations of domains/product areas and BU's.</li><li>Develops vision, goals, and direction for Product Area, with responsibility for the complete cycle of product development and implementation. This large-scale process may carry significant risk and may be managed across multiple Product Areas/Domains/Business units.</li><li>Responsible for ensuring the completion of work by empowering Squads to plan, coordinate and execute. Oversees significant budget and number of resources. Develops the requirements for high quality standards and practice.</li><li>Sets and leads timelines, expectations, and the strategic decisions for a product area with influence on a broader set of product areas, including solution development based on expertise and experience.</li><li>Proactively partners across domains, product areas, centers of excellence, and chapter leaders to influence strategic decisions related to their area of expertise. May lead a new offering tied directly to driving scale and efficiency in our service experience.</li><li>Serves as the thought leader for the Product area; motivates, attracts, and retains talent at more senior levels.</li><li>Strong partnerships and collaboration with other Product Area, Chapter Area, Chapter and Squad Leaders. Role model for Fidelity agile leadership behaviors and forms agile culture.</li><li>Supports, mentors, develops, and enables Squad Leaders and all senior leadership to deliver increased value to the product areas and domains they support.</li><li>Partners with chapter area and chapter leaders to ensure optimization of chapter member talent while defining and building learning opportunities connected to the strategic direction of the domains and product areas.</li><li>Leads thought leadership and has significant mentorship capabilities.</li></ul>The Expertise and Skills You Bring<ul><li>15+ years of functional experience in product management, technology and/or business, with high level agile, analytical, and coaching skills</li><li>Holds or working towards Certified Equity Professional (CEP) and Series 7, 24 licenses</li><li>You have demonstrated senior level SPS product experience defining strategic roadmaps and leading the strategic vision and development of solutions and offerings aligned with business goals</li><li>Deep cross-platform product development experience with proven track record of delivering results and impact</li><li>You are a committed leader who serves and an inspirational people leader, capable of setting strategic direction and encouraging others to deliver results and impact to achieve that strategy</li><li>You have strong communication, collaboration, interpersonal and relationship building skills with which you influence and engage across Fidelity and at all levels of the organization and with external customers and partners</li><li>You have a continuous improvement approach and encourage and enable an agile way of working</li><li>You take a data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses</li><li>You have or are committed to building a balance of technology and non-technology skills to fully appreciate the broad needs of our customers</li><li>Passion for developing associates and an ability to attract and retain hard-working individuals and teams, and a proven commitment to diversity and inclusion</li><li>Ability to create a psychologically safe culture that drives debate and encourages all levels to challenge each other for the betterment of our business and our clients</li><li>Dedication to serving our clients and their participants—listening to client’s feedback and driving higher levels of engagement, simplifying their end-to-end experiences, engaging them in an inclusive manner, and setting them up for better outcomes.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The base salary range for this position is $130,000-264,000 USD 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 24 - FINRA<h3>Category:</h3>Product Management

Product Area Leader, VP Stock Plan Services Employer Experience

<h3>Job Description:</h3>The RoleThe Fidelity Health Sr. Risk Manager will provide risk management support to the Fidelity Health Domain and Operations teams with an emphasis on emerging, debit card, and spending account products and initiatives. Your partnership with these teams will help to ensure risks are appropriately considered and mitigated as new and changing products and services are developed for our Fidelity Health client base and their customers. This includes supporting a debit card program management function within Fidelity Health. You will help your business partners by:<ul><li>Conducting risk assessments</li><li>Performing control reviews</li><li>Managing and mitigating risk incidents</li><li>Providing analysis and reporting</li><li>Fostering strong partnerships and relationships to influence change</li><li>Working with partners in Legal and Compliance to support regulatory changes or issues</li><li>Assisting our internal and external Audit partners, and </li><li>Ensuring there is appropriate reporting, communication and awareness on issues identified to make sure the business and Risk organizations are making informed decisions. </li></ul>The Expertise You Bring<ul><li>Knowledge of debit card program management risk oversight</li><li>Health and welfare administration and/or health savings account industry knowledge a plus.</li></ul><ul><li>Understanding Fidelity's digital offerings and cloud technologies. </li><li>Proven problem-solving skills and experience making decisions.</li><li>Risk assessment and / or controls or audit experience.</li><li>Strong analytical and communications skills.</li><li>Working knowledge in the field of data analytics a plus.</li></ul>The Skills You Bring<ul><li>A dedication and willingness towards continuous improvement and learning new skills and capabilities.</li><li>Reinforcing the focus on being a collaborative partner in helping FH execute on their goals and proactively identifying risks to facilitate that execution.</li><li>Understanding of agile principles.</li><li>Excellent communication, collaboration and influencing skills. The ability to influence others is crucial. </li><li>A skillset that can summarize and present findings in an organized and professional manner. </li><li>An ability to interact with all levels of the organization and appropriate business partners.</li></ul>The Value You Deliver<ul><li>You have a risk mindset and will drive – through a risk-based approach – thought leadership that assists with outcomes.</li><li>Coordinating and appropriately escalating incidents and supplying reporting to senior leaders to help identify risks and assist with appropriate mitigation strategy recommendations.</li><li>To be able to clearly and succinctly convey high level summaries of projects, areas of concern, and actions/decisions needed to move forward. You must clearly tell the story and help the business understand any risks associated with deliverables and suggested actions to mitigate or accept these risks.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamYour primary role is to work closely with the Fidelity Health and Benefits Accounts Operations and Product teams to understand business risks related to core and ongoing operations, as well as new and emerging products, services and technology. As a representative of the FH Risk team, you will interact with leaders and associates at many levels in the FH Operations and Domain. It will require an individual who works well both independently and as part of a larger cross-functional group. You will be involved in various projects that will assist Fidelity Health with achieving business objectives. <h3>Certifications:</h3><h3>Category:</h3>RiskMost 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.

Sr. Risk Manager

<h3>Job Description:</h3>The RoleAs a Senior Manager on the Dynamic Work PMO team, you’ll use data and analytics to influence key decisions and drive space planning strategies. You’ll design, refine, and maintain data that powers Fidelity’s space planning and allocation efforts, improving data quality, integrating new sources, and partnering with Corporate Services Technology to enhance availability and reliability. Your insights will inform actionable recommendations that optimize and align our space with business needs. This role is key to enabling a connected, data-driven approach to space planning.The Expertise and Skills You Bring<ul><li>Bachelor’s degree required, with 7+ years of experience in analytics, enterprise data strategy, or data engineering</li><li>Proven ability to design, build, and maintain scalable data solutions for reporting, forecasting, and operational insights</li><li>Strong proficiency in SQL and Snowflake, including creating and managing tables/views in a cloud-based environment; familiarity with data governance</li><li>Skilled in structuring datasets for scalable analytics and reporting</li><li>Hands-on experience with PowerBI dashboard development and performance optimization</li><li>Ability to manage multiple high-impact initiatives simultaneously while maintaining accountability and attention to detail</li><li>Strong communication and stakeholder engagement skills, with the ability to translate technical concepts into business insights</li><li>Ability to craft compelling stories from data, turning complex analytics into clear, actionable insights</li><li>Strategic and analytical thinker with a track record of turning data into actionable recommendations for executive decision-making</li><li>Collaborative and adaptable, thriving in ambiguous, project-based environments with multiple priorities</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Dynamic Work PMO team sits at the intersection of Workforce Planning and Real Estate. We partner across Fidelity to create a connected, data-driven approach to space planning. Our work is grounded in collaboration and curiosity, solving complex challenges and delivering insights that guide how Fidelity uses its workspace. We focus on innovation and continuous improvement, turning data into practical solutions that support effective planning and meaningful outcomes<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsMost 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.

Senior Manager, Data Analytics

<h3>Job Description:</h3><h3>The Role </h3>Do you want to work for the #1 provider of nonqualified deferred compensation (NQDC) services who is investing significantly to simplify, streamline, and innovate our NQDC experience? We’re looking for a dynamic, motivated Director, NQDC Growth Strategy to join our team! You will work across product, marketing, consulting, and sales to develop and implement strategies to achieve growth objectives for our industry leading NQDC Product. You will need to deliver measurable growth results by keeping up with market trends, conducting or sponsoring new analysis, and working across the organization. If you thrive in a face-paced, start-up environment, like to think broadly, yet still go deep and contribute to market leading innovations, then this opportunity is for you! <h3>The Expertise and Skills You Bring </h3><ul><li>10+ years of related financial services experience, preferably in product management, product marketing, and/or project management </li><li>5+ years of experience supporting NQDC administration or NQDC product management </li><li>Experience leading or supporting the growth of a new product, brand, or business in B2B and/or B2C environments </li><li>History of solving for ambiguity and 'crafting from scratch' </li><li>History of developing opportunities in white space as an analytical problem solver who can connect the dots to fuel growth </li><li>History of evangelizing narratives and driving projects forward through rallying teammates to action </li><li>Bachelor’s degree or equivalent experience preferred </li><li>Experience supporting the enablement of broad, complex, innovative solutions and product offerings aligned with and in support of the strategic direction of the organization </li><li>You have a continuous improvement approach, are willing to challenge the status quo and push for new thinking, and enable an agile way of working </li><li>Strong communication, interpersonal and relationship building skills with which you influence and engage externally with partners and customers and internally, across Fidelity and at all levels of the firm </li><li>You’re capable of leading, influencing, and motivating colleagues without formal authority </li><li>You’re energized by working collaboratively to deliver agreed-upon business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress </li><li>Ability to develop and implement growth strategies that deliver measurable results. You know how to adjust these strategies as the products and markets evolve </li></ul><h3>The Value You Deliver </h3><ul><li>Partner with the Product Area Leader to execute on the go-to-market strategy by managing facets of business health, including but not limited to: </li><li>NQDC pipeline management – establish and reinforce best practices </li><li>Working closely with Sales and Workplace Consulting to target proactive business development opportunities </li><li>Competitive intelligence and benchmarking initiatives </li><li>Working closely with our partners in Marketing to advance a robust B2B marketing plan, including a full inventory and prioritization of new or revised materials </li><li>Establishing NQDC educational content partnerships for internal and external consumption </li><li>Creating and maintaining NQDC capabilities and segmentation guides </li><li>Propose strategies to expand and enhance the company's ecosystem, including identifying emerging trends, aligning ecosystem initiatives with company goals, and promoting best practices. </li></ul><h3>The Team </h3>Fidelity Stock Plan Services (SPS) is Fidelity’s equity compensation administration services business, which is vertically integrated in the Workplace Investing (WI) division. Fidelity’s Stock Plan Services business manages relationships with external Plan Sponsors and their employees in 198 countries, including numerous S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants. The Stock Plan Services and NQ Deferred Comp (SPSNQ) Domain exists to focus and deliver upon the needs of our Stock Plan and NQDC Clients and their Participants.The domain focuses on four major tenets in operating principles and design decisions: <ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQDC experience. </li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets </li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs. </li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people. </li></ul>Workplace Investing’s NQDC offering provides companies with outstanding administration for their nonqualified plans. NQDC Product Development supports the business and technology work streams that deliver against approved initiatives including new experiences for participants and plan sponsors and improvements to existing experiences. Note: Fidelity is not providing immigration sponsorship for this position The base salary range for this position is $110,000-222,000 USD 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><h3>Category:</h3>Product Management

Director, NQDC Growth Strategy

<h3>Job Description:</h3>The Role Stock Plan Services, an equity compensation services division of Fidelity Investments, is seeking an experienced Director of Product Analysis. As a Director of Product Analysis, you will partner with our product and tech leaders’ teams to influence the broader strategic decisions, multi -year roadmaps, gather business requirements for the end-to-end journeys across all persona’s facilitating a future state solution and driving alignment across product areas. You will help define our team’s strategic goals, driving alignment across product areas while maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role. You have proven experience with strong analytical and problem-solving skills. Key attributes that make up a successful Director Product Analysis are highly motivated, self-starters with a sense of ownership, driven to succeed. <ul><li>Initiate and lead discovery by ensuring an e2e focus. Working across the domain on issues/opportunities that cut across teams, to facilitate prioritization, resourcing, and outcomes. </li></ul><ul><li>Lead the product feature definition by defining, refining, and communicating the upfront analysis and planning to leadership, associates, and business partners. </li></ul><ul><li>Contribute to the development of strategies to drive business growth and customer value by effectively using data and analytics from customers and competitors. </li></ul><ul><li>Set goals and measure performance through established critical metrics and deliver agreed upon business, technology, and people results. </li></ul><ul><li>Inspect and evaluate progress and remove impediments. </li></ul><ul><li>Provide subject matter expertise as needed for assigned initiatives and features. </li></ul>​The Expertise and Skills You Bring <ul><li>Bachelor’s degree required. </li></ul><ul><li>10+ years' experience in business analysis, strategic planning, or product ownership. Stakeholder management and financial services experience is preferred, but not required. </li></ul><ul><li>You have experience with brokerage technology. </li></ul><ul><li>You should be comfortable navigating complex structures – interact with cross functional team that span across multiple business units. </li></ul><ul><li>You can work with ambiguity and uncertainty, with technologies you may have never worked with previously and gather the requirements, identify pain points and gaps. </li></ul><ul><li>You possess strong strategic acumen with a customer focused perspective and take a data-driven approach to understanding business needs. </li></ul><ul><li>You effectively translate business needs and improvement opportunities, develop use cases, and propose solutions to enhance value delivered. </li></ul><ul><li>You can lead, influence, and motivate colleagues without formal authority. </li></ul><ul><li>You are intellectually curious and model a culture of learning and coaching. </li></ul><ul><li>You can participate in technical discussions, help make technical trade-offs, and help set execution path for development teams. </li></ul><ul><li>You possess strong time management and organizational skills; able to balance multiple competing priorities. </li></ul>The Team Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and improvements to existing products. Note: Fidelity is not providing immigration sponsorship for this position.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost 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.

Director,  Product Analyst - Stock Plan Services

<h3>Job Description:</h3>Director, Plan Consulting The RoleThe Director, Plan Consulting role. It’s a strategic leadership position focused on enhancing the customer experience related to IRS Pre-Approved Document creation, with a strong emphasis on cross-functional collaboration, process optimization, and compliance.Role Overview<ul><li>Primary Focus: Oversee Plan Consultants who support document and ERISA compliance for 401(k)/403(b) plans.</li><li>Scope: All Workplace Investing (WI) markets, including TEM.</li><li>Key Partnerships: Legal, Implementation PMs, Client Relationship Managers, Sales.</li></ul>Use your skills, experience and talents to be a leader in groundbreaking thinking and visionary goals. You will take the lead as you:<ul><li>Draft key objectives, strategies and apply the data to make business decisions</li><li>Accountable for the Plan Consulting process, delivering in the service model and communicating the service needs with business partners</li><li>Lead, manage and collaborate with cross-functional teams, business partners and stakeholder management for The Plan Consulting process</li><li>Assess value, develop cases, and prioritize stories, epics and themes to ensure work focuses on those with maximum value that are aligned with the Plan Consulting strategy.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree (required).</li><li>Management experience (multi-site teams preferred).</li><li>Agile methodology experience (preferred).</li><li>ASPPA designation (preferred).</li><li>Proven success in process improvement and escalation resolution.</li><li>Strong communication and presentation skills.</li><li>KPI management and risk mitigation.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Plan Consulting team is part of the WI Implementation team within Workplace Investing (WI).Client Support is offered all markets within WI.Services include:<ul><li>Primary Client Contact for IRS Preapproved Document Creation</li><li>Technical/data support for clients and partners.</li><li> Participation in assigned projects as required</li></ul>Stakeholders include our clients (Plan Sponsors), Managing Directors (Fidelity Relationship Managers), Senior Management, Legal, and Associates across Implementation and Internal Business Partners.The Director - Compliance will report to the Vice President of Volume Submitter Implementations.<h3>Certifications:</h3><h3>Category:</h3>ComplianceMost 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.

Director Plan Consulting

<h3>Job Description:</h3>Team Lead, Advisor ExperienceAre you interested in Philanthropy and collaborating with ultra-high net worth donors and advisory firms? The Team Lead of the Advisor Experience team is responsible for providing an outstanding experience to clients comprised of Donors and Financial Advisors who seek assistance with their charitable giving! Interactions include consulting on a broad range of program offerings and service topics, facilitate philanthropic conversations to understand a donor’s goals, and facilitate solutions for very sophisticated transactions and client issues. The Team Lead assists in leadership responsibilities of the team and day to day management responsibilities as well as optimizes the client experience as it relates to Operations and Service to drive happiness, high quality, and efficiency to build long lasting relationships for years to come. Still interested? Read on.Note: Fidelity is not providing immigration sponsorship for this position<ul><li>The work shift for this role is 9:00 AM – 5:30 PM CST, Monday – Friday. (Flexible start and end times during training period as needed by team are requested)</li></ul>The RoleThe Advisor Experience team is a dedicated group of professionals who provide outstanding service while driving ideal solutions and behavior from ultra-high net worth Donors and Strategic Advisor Firms, the most sophisticated relationships, and highly valued accounts within Fidelity Charitable! As a member of this diverse team, we serve as the single points of contact for Strategic Advisory Firms which represent Billions of dollars in managed DAF Assets! These Donors and Advisory Firms have critical relationships across many parts of the Fidelity Enterprise including, Personal Wealth Management (PWM), Workplace Participant Services (WPS/WI), Stock Plan Services (SPS) and with Fidelity Family Office Services (FFOS). A member of our team optimizes the client experience as it relates to Operations and Service Delivery to drive high satisfaction, quality and efficiency for the donors/advisors and Fidelity Charitable.The Expertise and Skills You Bring <ul><li>Bachelor’s degree is required and a Master’s degree is preferred</li><li>Your proficient verbal and written communication skills required</li><li>Minimum 3 years of customer service experience; In a contact center environment is strongly preferred.</li><li>1 year of direct leadership experience preferred.</li><li>Proven track record of metrics management.</li><li>2 - 3 years Customer Service, Service Operations or UHNW background strongly preferred</li><li>Your very best problem- solving skills with excellent follow through</li><li>Your strong organizational skills, planning and time management</li><li>You can collaborate in a team environment</li><li>You can navigate customer concern remediation</li><li>You can proficiently multi-task in a Windows based environment</li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.</li><li>Your flexibility for overtime as requested (especially December – Giving Season).</li></ul>The Value You Deliver<ul><li>Collaborating with internal Charitable business partners to fulfill special handling</li><li>Employing good sound judgment in decision making or problem resolution</li><li>Coordinate with management to implement expedited delivery requests</li><li>Ensure daily work meets accuracy standards and is completed in a timely manner</li><li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li><li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Compliance, Program, Legal, Risk, and Deliveries</li><li>Maintain up-to-date procedures for those functions for which responsible</li><li>Effectively case manage advisor relationships through escalated situations while working across Fidelity cross functionally when applicable</li><li>Prepare team for upcoming service changes / initiatives (org readiness)</li><li>Review calls/emails for journals and wires over $1M for accuracy</li><li>Analyze caller surveys to identify and coach on poor surveys</li><li>Review team metrics daily</li><li>Facilitate Monthly scheduled coaching sessions with team members</li><li>Assist in maintaining call flows</li><li>·Providing outstanding customer service via phones and email communication</li></ul><h3>How Your Work Impacts the Organization</h3>The Fidelity Charitable Gift Fund ('Fidelity Charitable') is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.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 UsAt 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>.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost 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.

Team Lead, Advisor Experience

<h3>Job Description:</h3>Please Note: We are unable to provide visa sponsorship for this roleThe Role Are you a self-starter and committed to delivering results? Do you enjoy delighting customers with outstanding customer solutions? We are seeking someone who enjoys working with internal and external teams to deliver outstanding Lending products! The associate will focus in the Specialty Savings &amp; Lending Product Area within the Lending Squad, part of the Business Enablement Chapter. This is an individual contributor role. Responsibilities of the job will include the following: <ul><li>Focus on improving the customer experience, expanding lending capabilities and vendor relationships, and innovating new experiences related to securities-backed and mortgage lending solutions. </li></ul><ul><li>Active participation in defining requirements, understanding business &amp; technology needs, and writing Agile stories to help advance the infrastructure and assist with system &amp; process improvements </li></ul><ul><li>Participating in and leading readiness and rollout activities related to production releases </li></ul><ul><li>Performing business testing focused on new functionality, operational processes, and end user experience </li></ul><ul><li>Implementing, measuring, and utilizing metrics &amp; data to aid in identifying enhancement and improvement opportunities </li></ul><ul><li>Participating in the prioritization of the squad work (in partnership with Squad Leader &amp; Scrum Master) to deliver value based on an understanding of business and system needs </li></ul><ul><li>Helping to conduct key research and analysis to prioritize squad work </li></ul><ul><li>Production Support of active lending customers, including monitoring existing product health dashboards and responding to ad hoc client and associate requests </li></ul>The Expertise and Skills You Bring Expertise <ul><li>Bachelor’s degree or equivalent with minimum of 6-10 years professional experience and possesses good understanding of Fidelity’s product/services and operational processes. Experience with bank lending solutions is a plus </li></ul><ul><li>Familiarity with Agile process &amp; tools &amp; proven ability to translate business strategy into technical requirements </li></ul><ul><li>Strong technical background with the ability to actively participate in detailed discussions and work through solution options with technology partners </li></ul><ul><li>While the focus of this role is on delivery of experience improvements – this individual should possess the ability to think of the broader impact of changes and downstream work </li></ul><ul><li>Embrace working within a team of associates with diverse skill sets, including working directly with a Development Team, Operations Team, Distribution Team, 3rd Parties, Legal Team, and other business partners </li></ul>Skills <ul><li>Business insight, technical insight, and analytical abilities that allows you to make decisions and define work based on data and trends </li></ul><ul><li>Has a strong affinity for business and systems analysis, data analysis, and system &amp; process improvement work throughout the product development lifecycle </li></ul><ul><li>Synthesizing requirements and business needs into full Agile stories </li></ul><ul><li>Proven experience in product management, project management, analysis, and process improvement </li></ul><ul><li>Possesses the ability to work &amp; act independently, balance competing priorities, influence others, manage stakeholders, and maintain a positive can-do demeanor </li></ul><ul><li>Strong collaboration, communications, organization, and presentation abilities </li></ul><ul><li>Possesses strong skills in JIRA, Miro, PowerPoint, and Excel </li></ul>The Team Fidelity’s Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the spending and saving needs of both new and existing customers. <h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost 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.

43 Project Management / Professional Services Jobs in Denton County