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<h3>Job Description:</h3>Lead Retirement Administrator, Center of Excellence – Back Office Administration TeamThe RoleYou will be responsible for first-signing/processing pension, retirement, and post-retirement health &amp; welfare transactions. Other key responsibilities for this position include performing pension benefit calculations, working with data, creating forms &amp; letters that are used to communicate with participants and beneficiaries, working with pension disbursements, and interacting with colleagues to provide information to plan sponsors, participants, beneficiaries, and third parties. Our talented team of professionals is looking for someone who enjoys a fast-paced environment and can provide both high-quality work and an extraordinary customer experience! This role is responsible for:<ul><li>Providing pension administration services for a designated group of clients</li><li>Using product and client specific procedures when completing calculations to ensure accuracy and timeliness of all work</li><li>Acting as subject matter expert on the end-to-end processing of calculations, resolution of participant issues, disbursements, and data updates</li><li>Managing escalations, as well as client critical issues, and partnering closely with colleagues in the Retirement practice</li><li>Assisting with client documentation and procedures updates</li><li>Leading participant and client request workflows, including researching and resolving complex or critical customer issues</li><li>Proactively identifying client and participant trends and working with various internal business partners to arrive at customer-centric solutions</li><li>Providing support for project related tasks</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s Degree or equivalent work experience</li><li>Interest in Defined Benefits administration and Defined Benefits systems</li><li>Strong mathematical, analytical, and intuitive skills – including the ability to perform manual pension calculations using requirements documents, plan documents, plan amendments, SPD’s, and other documentation</li><li>Ability to work as a standout colleague while meeting individual timeliness, accuracy goals, and quality standards</li><li>Strong interpersonal skills and attention to detail</li><li>High integrity and discretion to ensure the confidentiality of private client and participant data</li><li>Strong written and verbal communication skills</li><li>Strong PC software skills (i.e. – Excel, Outlook, Word, and Access)</li><li>Under limited supervision, the Lead Retirement Administrator will be responsible for processing pension, retirement, and post-retirement health and welfare transactions.</li><li>This role will use plan and client specific procedures when researching and processing transactions to ensure accuracy and timeliness of all work.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You BringYou bring a unique blend of resilience, initiative, and strategic thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement.<ul><li>Entrepreneurial and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add value.</li><li>Collaborative Team Player: Work well across teams, valuing diverse perspectives and fostering a culture of trust and shared success.</li><li>Resourceful and Organized: Adept at juggling multiple priorities—while staying focused and organized.</li><li>Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow both personally and professionally.</li><li>Comfortable with Ambiguity: Excel in environments where the path isn’t always clear, using strategic thinking and adaptability to navigate uncertainty.</li><li>Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across stakeholders.</li><li>Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.</li></ul>The TeamThis role will reside within Workplace Consulting’s Center of Excellence (COE) organization on the Back Office Administration Team. The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>The base salary range for this position is $55,000-105,000 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>Consulting

Fidelity Investments

Lead Retirement Administrator, Fidelity Workplace Consulting

<h3>Job Description:</h3>Job Description:Job Title: Fidelity Global Security Operations Center (GSOC) - SpecialistThe RoleAs a GSOC Specialist, you will play a vital role in ensuring the safety and security of our company premises, employees, and stakeholders. You will be responsible for dispatching and coordinating responses to various emergencies, analyzing intelligence to mitigate global threats, and supporting our travel security program. Your ability to communicate effectively, manage multiple tasks, and work in a flexible scheduling environment will be crucial to your success in this role.Coordinate and dispatch responses to incidents occurring on company premises or at corporate events, utilizing appropriate communication methods. This includes managing responses to medical emergencies, burglaries, fires, and duress alarms. Operators may also need to liaise with law enforcement, fire departments, or other public safety organizations during emergencies at or near company property.Evaluate, analyze, and escalate open-source and subscription-based intelligence to mitigate and report global threats to company property, employees, and stakeholders.Accurately document, thoroughly assess, and promptly escalate instances of potential threats in the workplace. This involves maintaining detailed records of observed or reported threats, evaluating their severity and potential impact, and ensuring timely communication to relevant security partners for appropriate action. The objective is to enhance workplace safety by proactively addressing and mitigating risks.Provide comprehensive support to the travel security program by actively monitoring associate travel and ensuring preparedness to account for them during events of concern or elevated risk. This includes tracking travel itineraries, assessing potential threats related to travel destinations, and maintaining real-time communication with associates. In the event of heightened risk or emergencies, the GSOC Specialist will coordinate with relevant security teams to ensure the safety and well-being of traveling associates, providing timely updates and necessary assistance.Report any unusual or abnormal conditions to the company's security personnel, management, employees, suppliers, and facilities organization. This involves promptly identifying and documenting irregularities, ensuring clear and effective communication with all relevant parties to address and resolve potential issues swiftly.Collaborate closely with internal security, facilities &amp; real estate, enterprise resiliency, and business continuity teams during incidents or events that impact business operations. This involves coordinating efforts to ensure a unified response, sharing critical information, and leveraging each team's expertise to effectively manage and mitigate the impact of such incidents. The GSOC Specialist will play a key role in facilitating communication, supporting recovery efforts, and ensuring that all necessary measures are taken to protect company assets and maintain operational continuity.Receive, evaluate, and disseminate incoming information and reports from company security personnel, field security officers, employees, suppliers, reporting parties, and local agencies. This involves systematically assessing the relevance and accuracy of the information, ensuring it is communicated effectively to appropriate stakeholders, and facilitating timely and informed decision-making processes.Create detailed, fact-based incident reports for distribution to various Fidelity stakeholders. This involves gathering accurate and comprehensive information about incidents, analyzing the data to ensure clarity and relevance, and compiling it into concise reports. These reports must effectively communicate the key facts and findings. The GSOC Specialist will ensure that all reports are meticulously documented and distributed promptly to maintain transparency and support the company's security objectives.Facilitate the coordination of service requests for after-hours access to Fidelity offices. This involves managing and processing requests efficiently, ensuring that all necessary approvals are obtained, and communicating with relevant personnel to provide seamless access outside of regular business hours.The Expertise and Skills You Bring·1+ year of full-time professional experience, preferably in an operations, customer service, or control center setting.· Bachelor’s Degree preferred.· Computer proficiency with Microsoft Office suite of products.· Demonstrated proficiency in the use of Alarm Monitoring, Access Control, Video Management, and Crisis Communication technology.· Ability to work in a flexible scheduling environment (rotating shifts, nights, weekends, and holidays).· Experience collecting, analyzing, and disseminating open source or subscription-based intelligence is preferred.· Providing excellent customer service in a high call volume setting. · Ability to work in a fast-paced organization; coordinate and manage multiple tasks with limited supervision· Must be able to communicate effectively with all levels of the organization.The TeamJoin our team and contribute to maintaining a secure and resilient environment at Fidelity. This position is based in Smithfield, RI or Merrimack, NH and offers an exciting opportunity to work with internal security, facilities, and business continuity teams during business-impacting incidents. Ready to make a difference? Apply now and become a key player in our security operations!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.Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manager to understand the potential impact to your registrations before a final hiring decision is made.Salary Grade:3<h3>Certifications:</h3><h3>Category:</h3>SecurityMost 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.

GSOC Specialist

<h3>Job Description:</h3>Please Note: We are unable to provide visa sponsorship for this role.As the VP Lifetime Engagement (LTE), Crossover Team Lead, you will possess deep knowledge and insights of the Crossover customer, own the vision for their future end to end experience, and be accountable for defining and executing against the roadmap that progresses us towards that vision. You will prioritize and champion the most impactful opportunities to convert WI participants to Retail customers, and to delight them throughout their experiences as they become and as they engage with Fidelity as Crossover customers.To do this, you and your team will bring a data-driven and action-oriented approach as you partner both within the LTE product area with LTE Strategy and Delivery teams, as well as across the organization. Your partnerships will cross business units, including workplace and retail, as well as functions including product, marketing, technology, research &amp; analytics, digital &amp; live channel distribution, etc. You will help accelerate existing and drive new initiatives to realize the vision, expertly managing a balanced portfolio of near- and long-term opportunities, and monitoring and measuring results. For our highly valued Crossover customers, opportunities exist across the customer journey: to improve workplace customer awareness of our retail offerings, to remove friction from the crossover customer experience, and to enable us to engage crossover customers based on an appreciation of their full relationship with Fidelity. As the Crossover Team Lead, you and your team will ensure we take a thoughtful and deliberate approach to make continuous progress against these opportunities. <h3>The Value You Deliver</h3><ul><li>Proactively identify new customer opportunities and build business cases to discern commercial viability.</li><li>Partner with Strategy, Delivery and other leaders to influence and prioritize execution plans across multiple stakeholders within Workplace, Wealth and Brokerage. </li><li>Set priority, sequencing and phasing including go-to-market strategy via your product roadmap. </li><li>Evaluate and optimize value based on overall Product Area vision and priorities through continuous refinement, ruthless prioritization, as well as focus on KPIs and business impact.</li><li>Demonstrate consulting capability to work closely across business units and leaders to effectively shape priorities and accelerate programmatic execution.</li><li>Manage talent lifecycle of team including hiring, coaching, developing and performance management practices.</li></ul><h3>The Expertise You Have​</h3><ul><li>Bachelor’s Degree required​</li><li>10+ years of experience with product strategy and development and working with key stakeholders enabling product development and delivery </li><li>5+ years successfully leading and developing teams with diverse capabilities and experience</li></ul><h3>The Skills You Bring</h3><ul><li>Data-driven approach to understanding customer needs and insights, developing a strategy, and translating strategic objectives into action.</li><li>Strong customer focus and experience designing, developing and maintaining dynamic customer experiences.</li><li>Proven experience engaging and influencing multiple stakeholders across products/platforms with competing priorities and key dependencies.</li><li>Strong analytical and judgement skills to determine the direction and achievement of goals; keeping key stakeholders informed on progress.</li><li>Excellent verbal and written skills with proven ability to champion recommendations and influence decisions at all levels of management.</li><li>Knowledge of Fidelity operations and customer facing channels in PI and WI strongly preferred.</li><li>Digital to live channel integration experience preferred.</li><li>Supports aligned teams as they create value delivered through prioritization, creativity, innovation, collaboration, and decision making.</li><li>Proven track record of developing and coaching talent.</li></ul><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.

Vice President, Lifetime Engagement

<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 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 Adv Analyst, Data Analysis and Insights role supports and coordinates solution development projects within a well-defined scope to deliver targeted research, insights and analytics required to support data-driven decision making. This role will contribute to various team projects and brings working knowledge advanced analytics methodologies, critical thinking along with basic proficiency on technical tool and query language skills. The analyst is an individual contributor.The Expertise and Skills You Bring<ul><li>Bachelor’s or equivalent Degree with 2+ years of experience. Preferred BS Engineering, Computer Science, Data Science, or a related field.</li><li>Knowledge in Business Statistics, Quantitative methods. Practical exposure to using statistical tools to interpret data sets, paying particular attention to trends and patterns for diagnostic and predictive analytics</li><li>Analytical Mindset: Strong analytical aptitude with the foundational skills for interpreting data sets.</li><li>Basic proficiency with writing and decoding SQL and Python</li><li>Knowledge and exposure with BI (Business Intelligence) and analytical tools such as Alteryx, Tableau, and Power BI</li><li>Excellent interpersonal skills for effective collaboration and presentations</li><li>Understanding of Data insight life cycle and experience working with large data sets, preferred</li><li>Agile experience, preferred</li><li>Financial services experience, preferred</li><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.

Analyst, Data Analytics and Insights

<h3>Job Description:</h3>Please Note: We are unable to provide visa sponsorship for this roleAs a Senior Business Analyst, you will be a key member of the TEM Product Area. With the Squad Leader, you will provide effective product leadership and management of the product backlog with a focus on communication, risk mitigation, quality assurance, effective delivery, and building trusting relationships. You will work closely with a team of cross-functional, multi-disciplinary, and dedicated squad members responsible for delivering specific business goals.Expertise You Have<ul><li>Strong analytical, mathematical, and problem-solving skills. Proven record analyzing, interpreting, and summarizing complex data.</li><li>Outstanding project management and critical thinking abilities, with experience in the Agile methodology.</li><li>Ability to make sound decisions quickly in a complex work environment.</li><li>Ability to effectively communicate orally and in writing with co-workers, management team, other departments and clients.</li><li>Highly effective people leadership, influence, and conflict resolution skills.</li><li>Ability to build, prepare, and present reports accurately within the time frame specified.</li><li>Strong interpersonal skills and the ability to expertly partner with many different levels of employees.</li><li>Ability to prioritize iterative product releases leading to a successful customer experience</li><li>Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements.</li><li>Proficiency in various business analysis methodologies, including workflow design, data analysis, uses case development, story writing, and user acceptance testing and product documentation.</li><li>Proficiency in communication both written and verbal</li><li>Experience in working with tax exempt plan types (401K, 403b, 457 etc.)</li><li>Agile mentality: experience with Jira or similar Agile backlog management tool preferred</li></ul>Skills You Bring<ul><li>Customer centric value; Experience with internal and external customers, customer centric requirements building &amp; design</li><li>Ability to look end-to-end, mapping processes that span the complex Fidelity landscape (people, process, systems, data).</li><li>Ability to take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner.</li><li>Comfort with uncertainty – thing critically and make informed decisions when information is scarce</li><li>Problem solving – Break down complex issues into manageable components</li><li>Outstanding listening, communication, and facilitation skills</li><li>Strong negotiation and conflict resolution skills</li><li>Proven time management and organizational skills; able to balance multiple competing priorities</li><li>Excellent critical thinking, analytical and problem-solving skills</li><li>Ability to clearly articulate product vision and features</li><li>Ability to participate in technical discussions, help make technical trade-offs, and set criteria for Minimum Viable Product (MVP)</li><li>Innovative thinking and thoughtful risk taking to get the work done better and faster</li><li>Negotiation, influencing and enterprise navigation capabilities</li><li>Strong consulting orientation with a demonstrated ability to establish relationships</li></ul>Value you Deliver<ul><li>Foster teamwork and a spirit of collaboration among team members and business partners while conveying a sense of urgency and responsiveness to meet business needs</li><li>Run large and complex initiatives with multiple stakeholders to develop business requirements and then execute</li><li>Proactively resolve barriers and issues that inhibit short and long-term goals</li><li>Present to all levels of management on trends</li><li>Apply expert knowledge and act as a trusted advisor by providing consultation services to internal clients in areas of critical initiatives</li><li>Participate in defining product vision, roadmap and growth opportunities</li><li>Effectively present information and roadmap progress to Product leadership</li><li>Backlog management and prioritization</li><li>Navigate multiple Fidelity Business Units to represent the TEM client and business needs</li><li>Identify business needs and improvement opportunities; develop use cases and propose solutions</li><li>Actively manage partner expectations and maintain strong communication throughout each release</li><li>Establish and facilitate meetings to include demos of sprint deliverables and impact analysis results</li><li>Lead organizational readiness activities, addressing obstacles and opportunities related to product delivery</li><li>Convey business value of initiatives to squad team members including QA and Development resources</li><li>Build effective relationships with key business, IT and Legal, Compliance, and Risk partners to drive initiatives to completion</li></ul><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.

Senior Business Analyst, TEM Product

<h3>Job Description:</h3>The RoleThe Fund Research Analyst position offers a valuable opportunity to learn and excel within the Fidelity Institutional Wealth Adviser (FIWA) Research team. The role involves conducting investment manager due diligence research; as well as supporting initiatives from partners within the organization. The core responsibilities include:Primarily, conducting manager research/ongoing due diligence of actively managed fixed income investment strategies, including mutual funds, separately managed accounts (SMAs), and other investment vehicles. You will lead due-diligence meetings with portfolio managers to discuss their investment philosophy and process, their team’s investment biases, and their strategy’s risk and return characteristics among others. You will use appropriate analytical and research tools to conduct independent and thorough research. The objective is to combine qualitative and quantitative analysis to evaluate the manager’s skills and identify key performance drivers and potential risks. You will document your evidence-based research and analysis, and be able to make appropriate recommendations.Additionally, providing support for key partners including Workplace Investing, Model Portfolios, Fidelity Managed Account Exchange (FMAX), and others.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree required, Masters and/or CFA credential preferred (or progressing towards CFA charter); Series 7 and 63 licenses a plus</li><li>Sound analytical mind-set; and communication skills (verbal and written)</li><li>2-5 years of relevant experience, and good understanding of investment products. Ideally prior experience in manager research covering actively managed fixed income mutual funds, SMAs and other investment vehicles.</li><li>Strong expertise in manager research/analytical tools (such as Morningstar, FactSet, eVestment) preferred.</li><li>Proficient in Word, Excel and PowerPoint.</li><li>Ability to manage time effectively and meet concurrent and frequent deadlines.</li><li>Independent but also able to balance independence with team work and collaboration.</li><li>10-20% national travel required</li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The TeamFIWA Research team provides superior fund analysis and investment thought leadership to the Fidelity Workplace Investing and Fidelity Institutional client-facing teams, as well as institutional clients including retirement plan sponsors and investment advisors. The FIWA Research team prepares and distributes analysis of fund performance and investment strategies to Fidelity's institutional clients.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>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Fund and Research Analysis

Fund Research Analyst

<h3>Job Description:</h3><h3>The Role</h3>The purpose of the Sr Manager, HR Data Analytics &amp; Insights is to support our efforts around reporting and analytics, as well as managing critical project work related to our strategy. You will assess current reporting capabilities and tools to establish &amp; implement a roadmap focused on deeper workforce analytics, streamlined/automated reports, as well as overall workforce insights. In this role you will use your expertise and insights to diagnose, implement and consult on workforce trends. You will also work closely with other members of the HR team and Enterprise HR to drive key strategic initiatives in support of key business strategies and goals.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree or equivalent with 5+ years of experience</li><li>Experience in data analysis, advanced reporting or similar quantitative activities</li><li>Experience combining large data sets from various sources to aggregate and analyze</li><li>Ability to build automated, repeatable dashboard and analysis using Tableau or equivalent software</li><li>Microsoft Office expertise required, particularly with Excel and Powerpoint</li><li>Experience with data management tools such as SQL, Tableau, Alteryx</li><li>Familiarity with HR data sources such as workforce data lake, talent and learning data a plus</li><li>Excellent presentation, communication, organization and interpersonal skills</li><li>Demonstrable track record of building executive ready reports/presentations that effectively tell the story</li><li>A curious and confident learner who asks good questions and looks for innovative solutions to improve partnerships and work products</li><li>You have strong organizational skills, attention to detail and quality, and a high degree of expertise with detailed processes and data</li><li>You have an ability to analyze and summarize large quantities of complex, confidential information into impactful insight by senior leaders</li><li>Your ability to manage and prioritize multiple concurrent objectives or activities while meeting deadlines</li><li>You are a collaborative, self-motivated and proactive teammate, who organizes data and builds reports that answer key anticipated question</li><li>Research, capture and analyze HR data on weekly, monthly, quarterly or ad hoc basis</li><li>Conduct and present insightful analyses on major trends, challenges and opportunities and build clear and effective visualizations (dashboard, metrics and PowerPoint presentations)</li><li>Use variety of HR systems, tools and practices to fulfill data requests; build standard and custom executive ready reports and help to tell the story</li><li>Conduct frequent audits of HR data and processes</li><li>Assist and advise with HR team on ad hoc requests as well as establishing self-service options</li><li>Simplify and document HR processes to improve efficiency and results</li><li>Respond to day-to-day reporting and analytics priorities while still making progress on project work</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>On the HR Strategy, Operations and Analytics team within Workplace Investing (WI) Human Resources, we are responsible for driving innovation across the HR function as well as overseeing business and workforce planning including the WI HR multi-year plan, reporting and analytics and special projects. WI Human Resources is responsible for preparing the workforce to meet future business demands, which will require strong adaptable leaders, a new way of organizing our work, and the deliberate movement of our talent.<h3>Company Overview</h3>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverseand inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete 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>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.

Sr. Manager, Data Analytics and Insights

<h3>Job Description:</h3><h3>The Role</h3>The Quantitative Strategist will be responsible for both improving the performance of trading algorithms to meet client objectives and supporting platform analytics.<h3>The Expertise and Skills You Bring</h3><ul><li>A bachelor’s degree in computer science, mathematics, or related field</li><li>Hands on programming experience</li><li>Experience self-building low-cost tooling to solve problems and improve your own working efficiency</li><li>Familiarity with UNIX systems and time series data structures</li><li>Ability to tell stories with data, leveraging Tableau and other data visualization tools</li><li>Series 7, Series 63, and Series 57 will be required within 6 months of hiring</li><li>Strong analytical and problem-solving skills</li><li>Working knowledge of modern statistical concepts used by data scientists, including visualization techniques using Python, R, or KDB</li><li>Familiarity or eagerness to learn trading, equity market microstructure, and execution algorithms</li><li>Demonstrated ability to prioritize issues, work efficiently, and independently</li><li>Effective verbal and written communication skills appropriate to all levels of internal and external customers</li><li>You bring a strong team orientation and ability to function as a team player</li><li>Becoming a trusted partner with our clients through thoughtful consultation and relationship building</li><li>Designing trading solutions that address our clients’ most complex portfolio implementation and trading challenges</li><li>Improving client satisfaction to ultimately drive revenue to Electronic Trading team</li></ul><h3>The Team</h3>The Quantitative Strategist will join a team of experts responsible for delivering and optimizing bespoke equity trading solutions for asset managers and hedge funds. You will work closely with various teams including sales, product owners and other quantitative strategists to drive revenue. Teamwork, communication, and organization skills are essential for a successful candidate. In close collaboration with fellow quantitative strategists and technologists, you will research, develop, and deploy novel trading algorithms to improve trading efficiency for our clients. You will also leverage your data and programming expertise to drive scalable analytics efforts across the trading platform.<h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3>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>Series 07 - FINRA, Series 57 - FINRA, Series 63 - FINRA<h3>Category:</h3>Data Analytics and Insights

Director, Quantitative Strategist

<h3>Job Description:</h3>The Role As a Senior Manager leading our Regional Investment Consultants (RICs) on the Intermediary Investments Sales Desk you have the responsibility for leading a team of experienced phone sales professionals. Under your leadership, your RICs will lead a sales territory in partnership with an external wholesaler. The RICs will have primary responsibility for the sales desk client segment and secondary responsibility for the external wholesaler field segment clients. They are a commissioned based investment product sales team accountable for sales goal achievement. Your team will have responsibility for driving sales results across our mutual fund, ETF, model, SMA and ALTs product lines. Your team’s command of sales process, driving a sales pipeline, and portfolio construction will be critical to success as they cover a sophisticated intermediary client base. The ability of your team to connect capital market dynamics into product opportunities is critical to successfully serving our clients and generating revenue to the firm. You will develop polished sales professionals, who achieve results through high activity metrics. You will lead a competitive and high energy sales environment, with accountability. Our RICs eventually become a primary source of talent, feeding our hybrid sales, external sales, and relationship management roles. The Skills And Expertise you bring<ul><li>BA/BS degree required</li><li>3 years of experience in a financial services client facing role</li><li>Series 7 and 63 required</li><li>2+ years of leadership / management experience</li></ul><ul><li>Series 24 &amp; 51 is preferred or required within the first 90 days Ability to teach high level sales technique</li><li>Advising your sales team to win complicated pipeline opportunities</li><li>Strong motivator for daily assertive effort to achieve results</li><li>Can establish a collaborative and inclusive team environment</li><li>Want the accountability of leading a team to results</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The Team As a Senior Manager in the Fidelity Institutional (FI) organization. Specifically, you will be working in the Intermediary Investments Client Group which is dedicated to raising assets across our tremendous line up of Fidelity’s investment capabilities. Your team will be accountable for driving sales results through financial intermediaries such as financial advisors and registered investment advisors. You will have a big impact on individual associate development allowing your team to succeed in role and setting up strong career paths. Simultaneously, you will positively be impacting the business results for Fidelity Institutional. You will be able to teach the value of collaboration, inclusivity, mentorship, and allyship which your team will carry through their Fidelity career. <h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 51 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Manager, Regional Investment Consultant

<h3>Job Description:</h3>The RoleAre you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you curious about being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, digital activity, business financials) in to one cohesive story? Are you ready to drive experimentation &amp; strategic insights to optimize every aspect of the customer’s experience? If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.<h3>The Expertise and Skills You Bring</h3><ul><li>3+ years of experience generating analytical insights to drive strategic business initiatives related to customer acquisition, segmentation &amp; retention, product strategy, and market sizing using analytical tools and programming languages such as SQL, Python, R, etc.</li><li>A cross-functional collaborator who can work across a team with diverse skills and abilities and find success delivering insights from data to a broad audience in a simple, clear, and actionable way to better understand Fidelity's customers.</li><li>Ability to extract, transform &amp; load data into visualization tools (Tableau) as well as tell the story behind the trends, highlighting successes and friction points to inform various initiatives and strategies.</li><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.</li><li>Experience in ownership &amp; accountability designing and maintaining robust, well-structured data assets working with transactional, demographic, operational and voice of customer data.</li><li>Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus</li></ul><h3>The Team</h3>We are looking for an analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. As an indispensable member of Advanced Analytics &amp; Customer Insights, you'll be embedded in Fidelity’s product teams and will work with an agile inter-disciplinary team with a diverse set of skills across analytics, engineering, data science, marketing, product development etc., to optimize and personalize the Fidelity experience.The base salary range for this position is $97,000-185,000 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

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