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<h3>Job Description:</h3>The RoleContact Center Modernization is a Top 25 initiative focused on ensuring Fidelity continues to differentiate in the live channels and make every interaction matter. This work impacts the experience of upwards of 35K agents that manage more than 70M yearly customer interactions through Phone, Email, and Chat channels. Come be part of a team that is redefining how associates in the live channel will interact with customers for years to come!We are seeking a Senior Strategy Analyst who will be an important member of the Business Architecture team focused on technology investment decisioning and contributing to multi-month, cross-functional initiatives. This role blends financial analysis, business architecture concepts, and technology insights to help shape recommendations that advance our Contact Center modernization mission.Operating in a fast-paced environment, you will conduct structured analyses—including journey mapping, capability assessments, financial modeling, and qualitative research from subject matter experts and industry benchmarks. You will help define future‑state processes, identify pain points, quantify opportunities, and develop clear, actionable recommendations. Deliverables commonly include executive-ready presentations, business cases, and strategic roadmaps.This is a high‑visibility, high‑learning role that will develop consulting‑grade analytical, communication, and problem‑solving skills.Note: This role is not a traditional business analyst or requirements gathering position.Your responsibilities include:<ul><li>Owning individual workstreams within larger, multi‑month projects and delivering high‑quality outputs.</li><li>Developing and maintaining core analytical artifacts such as financial models, journey maps, capability assessments, and process views.</li><li>Collaborating with cross‑functional stakeholders (e.g., Architecture, Product, Finance, Operations) to gather inputs, validate assumptions, and understand context.</li><li>Synthesizing large amounts of qualitative and quantitative information into clear insights that support recommendations.</li><li>Preparing executive‑ready materials, including presentations, business cases, and summaries that communicate complex topics clearly.</li><li>Supporting project leaders by structuring analyses, managing tasks, and contributing to problem‑solving discussions.</li></ul>The Expertise and Skills You BringEducation &amp; Experience<ul><li>Bachelor’s degree required.</li><li>1–3 years of experience in strategy, business analysis, finance, or technology-related roles.</li></ul>Analytical and Strategic Skills<ul><li>Strong analytical capabilities with the ability to form hypotheses, test them using qualitative and quantitative data, and synthesize insights.</li><li>Exposure to financial modeling with the ability to learn quickly and build robust models under guidance.</li><li>Ability to break down complex problems and translate them into structured workstreams and clear deliverables.</li><li>Foundational use of structured problem‑solving techniques (e.g., MECE, issue trees, option framing) to organize thinking and approach analyses systematically.</li></ul>Communication and Collaboration<ul><li>Excellent written and verbal communication skills, including the ability to synthesize complex information.</li><li>Strong collaboration skills and comfort working in ambiguous, fast‑paced, highly matrixed environments.</li><li>Proactive, organized approach to managing tasks, timelines, and stakeholder interactions.</li></ul>Interest and Mindset<ul><li>Curiosity about digital transformation, emerging technologies, and Contact Center modernization trends.</li><li>A growth‑oriented mindset with enthusiasm for learning, taking ownership, and contributing meaningfully to project outcomes.</li></ul>Why this role?<ul><li>Exposure to strategic technology investments that shape the future of our Contact Center ecosystem.</li><li>Opportunities to work closely with senior leaders and influence enterprise-level decisions.</li><li>Hands-on experience with strategy, finance, and technology initiatives, building a strong foundation for future career growth.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The TeamYou will operate within the Business Architecture Center of Excellence, collaborating with strategists, technologists, and business partners across the enterprise technology organization. The team partners broadly to define future‑state capabilities, evaluate investment pathways, and ensure alignment with firm‑wide priorities. Our culture emphasizes intellectual rigor, relationship‑building, and delivering measurable business value.<h3>Certifications:</h3><h3>Category:</h3>Consulting SupportMost 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

Senior Strategy Analyst

<h3>Job Description:</h3>The Role Are you passionate about making a difference by utilizing your deep understanding of Investment Products, bridging the gap between product innovation and client needs? Join our dynamic, cross-functional team dedicated to business enablement and improvements. You would work within our Fidelity Institutional Wealth Advisers (FIWA) Research Squad, which supports the engine behind Fidelity’s institutional portfolio strategies, combining deep research with practical tools to support our customers in delivering optimized investment solutions We are seeking a Principal Product Analyst who will leverage their expertise in Business Analysis and Product Management to drive high-impact technical solutions that empower financial professionals and enhance client outcomes. There are three primary principles of being a great Product Delivery Associate: • Strategy: Understanding the problem or the why and aligning it to the mission• Execution: This is where and how the work gets done• Business Readiness: How do you drive your product to launch and support after launchThe Expertise and Skills You Bring • Bachelor’s degree required; a master’s degree in business or a relevant technology leadership field is advantageous • 5+ years of experience in a team, specializing in delivering technical solutions throughout the full lifecycle of software development • 5+ years of experience in the wealth and asset management industry • Demonstrated expertise in facilitating requirements gathering by skillfully conducting journey and story mapping exercises, while precisely defining acceptance criteria • Exceptional analytical skills and technical understanding and use of APIs, relational databases, complex integrations, and DevOps. • Proven success in managing large-scale projects within a complex ecosystem, with the ability to develop a deep understanding of the domain NOTE: Fidelity is not providing immigration sponsorship for this position.The Team This is an excellent opportunity to join the Product Solutions and Strategy Chapter Area and work on solutions to drive business forward. The Product Solutions and Strategy Chapter Area aligns with business partners in an Agile way of working! By putting autonomous Agile Teams at the front of delivering incredible client value and supporting all associates to be motivated towards continuous improvement and career development. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative learning agile culture. #InvestmentProducts #ProductSolutions #BusinessAnalysis #ProductManagement <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.

Principal Product Analyst

<h3>Job Description:</h3>The RoleContact Center Modernization is a Top 25 initiative focused on ensuring Fidelity continues to differentiate in the live channels and make every interaction matter. This work impacts the experience of upwards of 35K agents that manage more than 70M yearly customer interactions through Phone, Email, and Chat channels. Come be part of a team that is redefining how associates in the live channel will interact with customers for years to come!We are looking for a Director of Business Architecture who will be a senior member of the Business Architecture team responsible for shaping strategic technology investment decisions and guiding multi‑month, cross‑functional initiatives. This role sits at the intersection of business architecture, technology strategy, and financial analysis—translating complex business needs into actionable recommendations that advance our Contact Center modernization agenda.As a senior engagement leader, you will shape strategic roadmaps by developing solution options and recommendations, leading high‑impact workstreams, directing small analyst teams, and partnering closely with senior leaders across Product, Technology, Architecture, Finance, and Operations. You will serve as a trusted advisor who brings structure to ambiguous problems, frames critical decisions, and drives alignment around future‑state capabilities. Your responsibilities include:<ul><li>Owning projects end‑to‑end, from problem framing through final recommendations.</li><li>Developing insights and actionable recommendations grounded in data and stakeholder input.</li><li>Ensuring quality and accuracy of analyses, deliverables, and team outputs.</li><li>Leading collaboration with Architecture, Finance, Product, and Operations to drive alignment and project success.</li><li>Managing dependencies, risks, and impediments, escalating when needed.</li><li>Partnering across levels of the organization to build alignment and guide project team members.</li><li>Creating clear, executive‑level communications that translate complex ideas into compelling recommendations.</li></ul>The Expertise and Skills You BringLeadership &amp; Consulting Skills<ul><li>BA degree or equivalent work experience; MBA is a plus</li><li>10+ years of experience in business analysis, finance, business architecture, or transformation roles.</li><li> Or 7+ years of management consulting or equivalent experience (e.g., investment banking, corporate strategy), ideally with an MBA from a top-tier program.</li><li>Proven ability to lead multi-month, complex strategic engagements end-to-end, guiding small teams and influencing senior stakeholders without direct authority.</li><li>Senior-level communication skills, written and verbal, with the ability to deliver clear, executive-ready messages.</li><li>Strategic influence with demonstrated ability to align diverse stakeholders and drive decisions.</li></ul>Business Architecture &amp; Strategy<ul><li>Experience developing business capability models and translating them into actionable investment implications and architectural recommendations.</li><li>Strong background in top-down strategy development that connects high-level objectives to executable plans and measurable outcomes.</li><li>Track record of taking a whole-business view, applying top-down thinking to complement bottoms-up analysis.</li><li>Ability to synthesize business, technology, and financial perspectives to shape long-term investment decisions.</li></ul>Execution &amp; Problem Solving<ul><li>Ability to bring structure to ambiguity, create clarity out of complexity, and lead teams through change.</li><li>Demonstrated ownership mindset with a track record of delivering outcomes on high-stakes, cross-functional initiatives.</li><li>Experience leading day-to-day work of project team members, including planning, feedback, and quality control.</li><li>Data-driven decision making, using quantitative and qualitative inputs to recommend the best path forward.</li><li>Comfort operating in fast-paced, highly matrixed environments with shifting priorities.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The TeamYou will operate within the Business Architecture Center of Excellence, collaborating with strategists, technologists, and business partners across the enterprise technology organization. The team partners broadly to define future‑state capabilities, evaluate investment pathways, and ensure alignment with firm‑wide priorities. Our culture emphasizes intellectual rigor, relationship‑building, and delivering measurable business value.<h3>Certifications:</h3><h3>Category:</h3>Consulting SupportMost 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, Business Architecture

<h3>Job Description:</h3>Principal GenAI EngineerThe RoleThis is an individual contributor data science (with a focus on GenAI) role. The GenAI Technology team within Fidelity's Asset Management Technology is looking for a motivated data scientist with proven experience in machine learning, GenAI-related projects, and data science. In this role, the individual leads machine learning projects with diverse scope and complex business and technical challenges. Coordinates with senior business and technology partners to develop solutions to the most complex business analytical needs. Oversees end-to-end process to push code from research to production. Delivers results with clear and measurable impact to the business. Consults with senior business and technology partners to identify priorities and establish analytic goals. Executes on direction for data identification, collection and qualification activities. Presents reports and findings to senior technical and non-technical audiences. Enjoys collaboration and revels in working as part of a team to solve deep applied problems.You will have:<ul><li>PhD or Master's in Data Science, Computer Science, Statistics, Physics, or Finance (with a background in Statistics), with 4+ years plus of industrial experience.</li><li>Experience working with LLMs for solving data science problems, information retrieval applications, clustering, and coding</li><li>Deep expertise in Python, as well as data-centric techniques including engineering principles for building efficient inference tools</li><li>Experience taking an application from research to production and realizing measurable value from it to the team or firm</li><li>Ability to work on and drive progress for multiple projects at the same time</li><li>Experience guiding business on identifying AI/ML use cases and optimally contributing to brainstorming sessions</li><li>Desires to create a climate that values and rewards contributions, drive, ownership, initiative, and achievement of results</li><li>Excellent planning, project management, leadership, and research skills</li><li>Experience communicating results to business stakeholders with a focus on clear, concise, and understandable delivery including conveying statistical findings through data visualizations</li><li>Enthusiasm for learning new skills and domains, including applying state-of-the-art ML research and LLMs to real-world data challenges</li></ul>The TeamWe are a GenAI technology team within the Quantitative Research and Investment Technology division in the Asset Management vertical. We partner with investment professionals, portfolio managers, analysts, quants, traders, and other technology teams to build AI/ML solutions that provide insight and drive measurable value. We focus on applied problems that can be taken from research to production. We enjoy learning new skills and appreciate the challenges that come from working with state of the art AI models.The base salary range for this position is $126,000-255,000 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>Data Analytics and Insights

Principal GenAI Engineer

<h3>Job Description:</h3>Job Title: Principal Business AnalystNote: Fidelity will not provide sponsorship for this position.We are seeking a Principal Business Analyst to be at the forefront of innovation—leading product development within one of the Fidelity Center for Applied Technology (FCAT)’s incubators. These incubators are where visionary ideas meet cutting-edge technology, transforming concepts into proofs of concept (POCs), pilots, minimum viable products (MVPs), and, ultimately, scaled solutions that redefine the marketplace.This role demands a highly skilled business analyst with a passion for Artificial Intelligence (AI), Generative AI (GenAI), Large Language Models (LLMs), and Prompt Engineering. You’ll be part of a dynamic team that conceives, designs, and builds disruptive products—driving innovation that impacts Fidelity and the industry at large. If you thrive in fast-paced, startup-like environments and have a proven track record of delivering POCs and prototypes, this is your opportunity to make a lasting impact.The Role<ul><li>Lead analysis for POCs, pilots, and production-ready products within FCAT</li><li>Collaborate closely with developers, designers, product owners, data scientists, and engineers to translate complex business needs into actionable technical stories</li><li>Research emerging technologies and envision their impact on Fidelity and its customers</li><li>Help prioritize initiatives across POCs, pilots, and scaled products</li><li>Apply exceptional communication and collaboration skills to align business goals with technical execution across cross-functional teams.</li><li>Work in an agile environment, with a focus on rapid prototyping and iteration</li></ul>The Expertise You Bring<ul><li>Bachelor’s degree (or equivalent) in business, computer science, engineering, IT, information systems, mathematics, physics, or a related field</li><li>6+ years of experience in agile business analysis, with at least 3+ years driving AI/GenAI initiatives</li><li>Demonstrated ability to translate complex business needs into clear requirements, build strong partnerships, and collaborate with engineering teams on test plans and validation</li><li>Proven leadership skills to guide stakeholders and train teams on new solutions and architectures</li><li>Hands-on experience leading POCs and prototypes to validate innovative ideas and accelerate product development</li><li>Background in startups or new product development within large organizations</li></ul>The TeamThis role reports to the Director of Business / Systems Analysis within FCAT and is a critical member of the FCAT Product group, which develops innovative products and services leveraging Artificial Intelligence and emerging technologies. This role will help grow the FCAT practice of leveraging AI for product development. The findings from FCAT may influence the broader Fidelity organization’s adoption of these types of new and emerging technologies.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 Best Place to Work in 2023. 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.At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a>. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.We invite you to Find Your Fidelity at <a href="http://fidelitycareers.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>, or by calling 800-835-5099, prompt 2, option 3.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 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.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.The base salary range for this position is $79,000-153,000 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

Principal Business Analyst

<h3>Job Description:</h3><h3>Senior Risk Manager – Procurement, Communications, and Corporate Affairs</h3>Are you passionate about identifying potential risks before they become challenges while supporting business partners build strategies that keep our organization protected? The Corporate Services Risk Team within the Fidelity Risk Group is looking for a hard-working team member to help support the Procurement, Communications, and Corporate Affairs business functions in identifying, monitoring, and mitigating risks in order protect the interests of the firm and our customers. The Senior Risk Manager safeguards Fidelity's customers by identifying risks and developing innovative solutions to improve controls, while fostering a strong risk culture. To achieve this goal, the team is tasked with identifying, evaluating, and communicating significant risks and assisting business partners in improving the control environment.<h3>The Businesses We Support</h3>Our team provides Business Unit Risk support to a variety of Fidelity’s Corporate Functions, including Procurement, Communications, and Corporate Affairs. This role is part of a team that is responsible for executing the Risk Management programs (e.g., proactive risk assessment, risk monitoring, scenario planning, incident escalation, management and trending, risk programs, and risk routines) that are tailored to the unique risk profile of each Corporate Function, with a focus on enhancing the existing risk support model and developing a new support model for other Corporate Functions.<h3>The Expertise You Have</h3><ul><li>Bachelor’s Degree required</li><li>7+ years industry experience, Audit, or other Risk Management activities</li><li>Excellent verbal and written communication skills</li><li>Proven leadership or project management experience</li></ul><h3>The Skills You Bring</h3><ul><li>Understands, supports and can articulate the vision, mission and strategy of Risk</li><li>Thinks strategically and approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>Experienced with data analytics tools (e.g., Excel, PowerPoint, Tableau, Power BI); adept at shifting from sample testing to analyzing full populations to uncover risks or control issues</li><li>Ability to prioritize and manage multiple tasks, and shift focus quickly based on risk/business need</li><li>Communicates clearly, concisely and impactfully in order to influence others; tailors messaging to audience</li><li>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues</li><li>Adaptable to new information, changing business priorities, input from others, and lessons learned</li><li>Proven risk management knowledge and experience, including risk assessment and control evaluation</li></ul><h3>The Value You Deliver</h3>The candidate’s primary responsibility will be providing business unit risk support, including:<ul><li>Engaging effectively with the business and applying data to identify risks, provide guidance, conduct risk assessments, and perform testing activities</li><li>Continuously analyzing and assess the risk profile of the business</li><li>Helping to advance our data analytics strategies and use of digital technologies to support risk assessments and activities</li><li>Collaborating across our Risk team and the Legal, Risk and Compliance group to optimize the Risk Management support provided to the business and advance the effectiveness of our program</li></ul><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.

Senior Risk Manager

<h3>Job Description:</h3>Manager – Global Financial Controls Center of Excellence The Role Are you ready to make an impact? If you are excited about partnering with senior leaders to improve critical processes, identify automation opportunities and strengthen the controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry. The GFC Manager role delivers significant value by assessing key risks and controls supporting Fidelity’s financial controls environment through integrated audits. This is a high visibility role with frequent interactions with senior leaders including Business Unit Controllers (SVP/VPs), Function Heads, process/control owners, and other risk groups. The role provides fantastic opportunities to learn about Fidelity’s various business units and will report to a Director or Senior Manager within GFC. The Expertise and Skills You Bring Play a pivotal role in GFC’s assurance and advisory integrated reviews through your keen understanding of financially significant processes and controls consideration. Lead engaging walkthroughs, thoroughly evaluate the control environment and partner with management on remediation efforts. Effectively manage relationships and partnerships with internal stakeholders. <ul><li>Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology) </li></ul><ul><li>Five plus years of progressive experience with leading integrated financial audits </li></ul><ul><li>Professional certification CPA, CA and/or CISA highly desired. Other relevant certifications CISSP and CIA </li></ul><ul><li>Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable </li></ul><ul><li>Strong understanding of general accounting concepts including financial statement risks, and controls </li></ul><ul><li>Exposure to IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs) </li></ul><ul><li>Excellent verbal and written communication skills to present information to senior management </li></ul><ul><li>Strong project management skills, ability to manage competing priorities and workload </li></ul><ul><li>Proven track record of driving change within complex / matrixed corporate environments </li></ul><ul><li>Learning agility to quickly understand and connect key concepts </li></ul><ul><li>Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME </li></ul>The Team The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth &amp; Retail Brokerage, Fund and Brokerage Operations &amp; Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites (India &amp; Ireland) and advisory reviews over strategic initiatives. The base salary range for this position is $80,000-153,000 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>Audit

Manager - Global Financial Controls CoE

<h3>Job Description:</h3>The RoleAs the Data Analysis and Insights Chapter, we support the Data Domain by blending expertise in business intelligence and advanced analytics with a passion for delivering results. In an agile structure, we partner with partner with squads and business partners to deliver data insights and ensure respective products or services are designed to the optimal standard. We ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. We collaborate as squad members and work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. We are committed to developing our own expertise and knowledge to ensure we bring the latest thinking to our roles.The Manager, Adv Data Analysis and Insights acts as a domain expert who proposes and delivers targeted research and advanced analytics required to support business decision making. This role participates in multiple projects and requires independence, critical thinking, and confidence in applying statistics and analytics techniques. This role also serves as a strong business communicator with leadership, sponsors, and peers, collaborating with them to create key findings for moderately sophisticated business problems. The Manager is an individual contributor and does not directly oversee staff. The Expertise and Skills You Bring<ul><li>Bachelor’s or equivalent Degree with 4+ years of experience working with data insight solutioning. Preferred BS/MS in Engineering, Computer Science, Data Science, or a related field.</li><li>Basic competence in translating business problem into Analytical/Quantitative/Advanced Analytics</li><li>Knowledge in Business Statistics, Quantitative methods with ability to deliver outcomes in a fast-paced environment. Experience using statistical tools to interpret data sets, paying particular attention to trends and patterns for diagnostic and predictive analytics</li><li>Expertise with data workflow tools, solid understanding of data and database concepts, tools, and technologies with ability to optimize and drive scale</li><li>Proficient with writing and decoding SQL and Python, and working experience with Python libraries</li><li>Proficient with BI (Business Intelligence) and analytical tools such as Alteryx, Tableau, and Power BI</li><li>Takes a consultative approach understanding needs of others and regularly communicating ideas or suggestions in terms that lead to actionable outcomes and building lasting partnerships with stakeholders</li><li>Understanding of Data insight life cycle and experience working with large data sets, preferred</li><li>Agile experience, preferred</li><li>Presentation experience, preferred</li><li>Financial services experience, preferred</li></ul><ul><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The TeamWe collaborate with the Product Areas and Squads aligned to our Data Domain. By demonstrating and promoting Fidelity and agile leadership behaviors, we sustain and evolve our innovative agile culture.<h3>Certifications:</h3><h3>Category:</h3>Data 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.

Manager, Advanced Data Analytics and Insights

<h3>Job Description:</h3>Job TitleIT Audit Manager The Role Are you looking for a position to grow your technology skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the financial services and technology industries? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an IT Audit Manager, you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. The Expertise and Skills You Bring <ul><li>BA/BS/MS in Technology, Information Systems, Cybersecurity, or related field of study. </li></ul><ul><li>Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.). </li></ul><ul><li>Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus. </li></ul><ul><li>5-7 years of experience in performing and leading complex information technology audits, preferably financial services. </li></ul><ul><li>Knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. Ability to independently perform hands-on IT general controls testing across many of these areas. </li></ul><ul><li>Knowledge of authentication, authorization, and credential management. </li></ul><ul><li>Understanding of Artificial Intelligence, Machine Learning, Data Science and Robotic Process Automation. </li></ul><ul><li>Understanding of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities. </li></ul><ul><li>Ability to work simultaneously on multiple tasks and lead team priorities and workload. </li></ul><ul><li>Strong technical problem solving and data analytical skills. Scripting and automation experience would be a plus. </li></ul><ul><li>Commitment to innovative, collaborative, and digital working style. </li></ul><ul><li>Strong presentation, written, and interpersonal communication skills. </li></ul><ul><li>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen. </li></ul><ul><li>Curiosity and hunger to learn. </li></ul>The Team The IT Audit Manager will be responsible for performing complex technology and/or business-integrated audits in support of Fidelity’s businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to: <ul><li>Works with business and technology management to build an understanding of complex functions. </li></ul><ul><li>Workflows technology and end-to-end related processes, highlighting risks and controls embedded throughout the function. </li></ul><ul><li>Leverages audit automation tools in the evaluation of business operations and systems. </li></ul><ul><li>Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results. </li></ul><ul><li>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies. </li></ul><ul><li>Drafts audit reports that provide a clear description of issues identified, related implications to the business or enterprise as a whole and management action plans to resolve the issues. </li></ul><ul><li>Coaches and mentors Analysts and Senior Analysts on the team. </li></ul><ul><li>Builds deep working relationships with audit teams and clients. </li></ul><h3>Certifications:</h3><h3>Category:</h3>AuditMost 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.

IT Audit Manager

<h3></h3><h3>Job Description:</h3>The RoleWe have an exciting sales opportunity working with Broker Dealer Intermediaries and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, competitive environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with supportive team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees.The Skills and Expertise You Bring<ul><li>Bachelor’s Degree required</li><li>Series 7 and 63 required</li><li>CIMA or CFA a plus</li><li>Passion for the financial or investment management industry</li><li>Minimum of 2+ years of sales experience working within the Financial Service Industry</li><li>Your outstanding communication, negotiation, decision making and multi-tasking abilities</li><li>Your ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</li><li>Your ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</li><li>Your excellent interpersonal skills that translate into a positive client experience</li><li>Your passion for sales and the ability to uncover and qualify new opportunities</li><li>Your commitment to constant self-improvement and exhibit a competitive drive</li><li>Your ability to thrive in our fast-paced environment and enjoy being part of a strong team</li><li>Your high aptitude to learn new things quickly and adapt to new situations</li><li>Your effective consultative sales and presentation skills</li></ul>The TeamAs a Regional Sales Consultant (Hybrid Wholesaler) your primary responsibility will be supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in your territory. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. In your role you will be an important part of the FI Intermediary Investment &amp; Sales distribution team and will be responsible for phone and virtual-based sales interactions, along with making in-person sales calls, partnering with your specialist teams to drive new business, retain assets and grow market share. This role will require 25% travel and is based in Westlake, TX.<h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3></h3><h3>Category:</h3><h3></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.

48 Project Management / Professional Services Jobs in Westlake, TX, USA