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<h3>Job Description:</h3>The RoleAs a member of the Fidelity Digital Assets Tax team, you will play a key role in information tax reporting for Fidelity and its customers. The team will be building procedures for the tax process and following those procedures to complete all our tax information reporting needs. This role will be primarily responsible for making basis updates to clients accounts, testing and validating tax reporting, and supporting the project managers build accurate and complete tax information reporting for Fidelity Digital Assets®. Active partnership in the continued improvement and expansion of the team’s processes will also be central to the role.The Expertise and Skills You Bring<ul><li>0-3 years of experience in Tax, with experience in brokerage / capital markets a plus</li><li>Familiarity with Fidelity’s businesses and information reporting rules</li><li>Ability to work and thrive in a fast paced, challenging environment</li><li>Strong analytical, organizational, and problem-solving skills. Data analysis and visualization skills a plus</li><li>Your curiosity and desire to support innovative initiatives to understand and handling tax rules for digital assets</li><li>High attention to detail and quick with processing</li><li>High degree of integrity and strong work ethic; decisive with orientation toward results; positive attitude</li><li>Ability to respond to shifting priorities while maintaining progress of regularly scheduled work</li></ul>The Value You Deliver<ul><li>Service customers by updating account information quickly and accurately</li><li>Watching for process improvement capabilities</li><li>Help review and validate tax forms, withholding, cost basis updates, withholding remittance, and reconciliation.</li><li>Using your experience in the data processing, financial services, digital assets, or tax to support the Fidelity Digital Assets® needs</li><li>Provide management with updates on the status of processing and form reviews</li></ul>Note: Fidelity will not provide immigration sponsorship for this positionThe TeamFidelity Digital Assets® (FDA) is an exciting business unit passionate about bringing industry-leading digital asset custody and trading services to institutional clients, and Fidelity Digital Assets Tax team is a dynamic and innovative team that ensures accurate reporting and follows government regulations to protect Fidelity and its customers. The team has responsibilities for information reporting, tax form creation, withholding, cost basis, and regulation adherence for the Fidelity Digital Assets® accounts.<h3>Certifications:</h3><h3>Category:</h3>Investment OperationsMost 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

Associate Analyst, Tax Operations - Digital Assets

openSell with Confidence. Grow with AutoNation.AutoNation is redefining the car-buying experience—and we need driven, customer-focused professionals to help us lead the way. With nationwide inventory and a supportive team, you’ll have everything you need to succeed.Why You’ll Love Working Here:<ul><li>Competitive benefits</li><li>Career paths into finance, management, and beyond</li><li>A culture built on trust, transparency, and teamwork</li></ul>What We’re Looking For:<ul><li>Strong communication and interpersonal skills</li><li>A desire to help people and exceed expectations</li><li>Sales or customer service experience preferred</li></ul>Apply now and start building a career with purpose and potential.<h2>What are the requirements?</h2><ul><li>Proven ability to provide an exceptional customer experience</li><li>Drive to set targeted personal income goals consistent with AutoNation’s standards of productivity</li><li>Over 1 year automotive sales experience</li><li>Proven ability to exceed established automotive sales and customer service goals</li><li>Excellent communication, consultative, interpersonal and organizational skills</li><li>The willingness to follow up, and follow-up again, with customers</li><li>Valid in-state driver’s license and an acceptable, safe driving record</li><li>High school diploma or equivalent</li></ul><h2>&nbsp; Why should I work for AutoNation?</h2><ul><li>You want to work for a car dealer that has a strong moral compass and treats all its associates with respect</li><li>You’ll be empowered with the tools needed to support our customers’ needs and realize your earning potential. What tools? How’s a best-in-class CRM, state-of-the-art equity mining tools to help you uncover better sales leads, preferred relationships with over 30 lenders to get your customers financed and access to a national inventory of over 100,000 new and pre-owned vehicles so you can always find the perfect match for your customer.</li><li>We represent 36 brands in 16 states, so there’s always opportunity to grow your career as a Sales Associate and beyond. Join AutoNation and accelerate as far and fast as your talent and our support can take you.</li><li>How will I be paid? Will I receive training?</li><li>As an Experienced Sales Associate, you’re able to start working on our competitive commission pay plan right away!</li><li>Throughout your career, we’ll provide you with the hands-on, digital and classroom training you need grow and advance while also empowering you to build&nbsp;your book of business and close deals like the expert you already are.</li></ul><h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. &nbsp;AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

AutoNation

Sales Retail Associate - AutoNation Honda Lewisville

<h3>Job Description:</h3>The RoleThe primary purpose of your role is to provide analytical and process improvement support for initiatives aimed at improving quality across Fidelity Charitable. As part of your role, you will consider all aspects of people, process and technology as you analyze and synthesize data from a variety of sources, document processes and issues, offer new and innovative solutions and implement improvements that deliver business valueThe Expertise and Skills You Bring<ul><li>A bachelor’s degree with 5+ years of relevant experience</li><li>Programming skills (Python/R) or experience with analytics/automation tools such as Alteryx, Power BI and Power Automate</li><li>Demonstrated knowledge of one or more operational improvement frameworks, methodologies or toolkits such as Lean, Six Sigma or Business Process Reengineering.</li><li>Experience in taking risks and learning from failures</li><li>Outcome orientation, commitment to continuous improvement with a growth mindset</li><li>Strong relationship building, interpersonal and influencing skills to achieve stay aligned with key business partners</li><li>Ability to work in a fast-paced environment</li></ul>Competencies<ul><li>Leadership: You are a self-starter and are willing to challenge the status quo, try new things, and work independently</li><li>Information Gathering: You know how to creatively collect information from a wide variety of sources. You can take large amounts of information, narrow it down and identify the critical pieces</li><li>Analysis &amp; Synthesis: You know how to analyze and synthesize information, you can provide fundamental business insights from the information that is not obvious to others and leads to actionable, improvement recommendations</li><li>Process Modeling: You have the ability to (or willingness to quickly learn how to) facilitate and document process mapping sessions that identify issues, foster creating innovative solutions and enable implementing future designs that significantly improve process quality</li><li>Problem Solving: You are comfortable with ambiguity and can simplify complex problems and provide creative, practical solutions</li><li>Communication: You communicate effectively to foster transparency and collaboration; you can build solid relationships with professionals within an organization and become a trusted business partner</li><li>Technical Proficiency: You also have a strong ability to learn new tools, applications, and systems quickly</li></ul>Analytics and Insights<ul><li>Collect and analyze quality and operational control data, synthesize findings; formulate and present recommendations</li><li>Producing actionable oversight reporting for leaders</li><li>Use standard methodologies to conduct root cause analysis, formulate cogent problem statements, and quantify opportunities</li></ul>Process Improvement and Project Support<ul><li>Create process maps that are a means to an end - realizing significant business results</li><li>Develop and revise processes, procedures, presentations and lessons learned ensuring final deliverables meet standards for order, clarity, conciseness, style and terminology</li><li>Assist management in implementing process improvements, developing implementation plans, preparing training materials, monitoring the implementation and recommending refinements</li></ul>Professional Engagement<ul><li>Continuously improving one’s own skills and competencies to become a respected partner across the organization: striving to always be better</li><li>Developing and maintaining relationships to foster alignment, collaboration and the sharing of best practices</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The TeamFidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising<h3>Certifications:</h3><h3>Category:</h3>QualityMost 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, Quality Improvement and Analytics

<h3>Job Description:</h3>Senior/Director, Client Service ManagerThe RoleYou will be the primary Fidelity client service contact for Defined Contribution (e.g., Qualified, Non-Qualified) and Workplace Benefits for some of Fidelity’s largest institutional clients. As the main contact, you collaborate with a matrixed service team chartered to deliver contractual commitments to strategic clients. The role partners with Managing Directors and Product Management to implement new products, services, and features to consistently evolve Fidelity’s offering. You will work closely will specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service.The TeamThe Strategic Market CSM organization provides record keeping to more than 330 clients representing more than $1.5 trillion assets under administration and 11 million participants. Our clients view us as a trusted partner who demonstrates expertise in client services, specializes in workplace benefits and uses the power of Fidelity’s community to generate greater well-being for strategic market clients.The Expertise You Bring<ul><li>8-12+ years of experience within the financial service industry with client facing expertise</li><li>Demonstrated understanding and experience with Workplace Benefits plan administration (e.g., Defined Contribution, Non-Qualified, Heath Savings Account, Student Debt, Goal Booster with Payroll and Workplace Giving)</li><li>Bachelor’s degree or equivalent work experience</li><li>FINRA licenses permitted but not required</li></ul>The Skills You Bring<ul><li>Strong leader with ability to influence and navigate within a highly complicated, matrixed environment</li><li>Demonstrated ability to deliver against challenging goals and objectives</li><li>Excel in providing proactive consultation to external clients and internal partners</li><li>Possess the ability to build relationships with individuals at all levels of the organization</li><li>Strong, strategic problem solver and storyteller who can measure the effectiveness of solutions and communicate the value to business partners and clients</li><li>Proven track record to provide solutions to complicated issues; a naturally creative problem solver who can work with colleagues and business partners in new and different ways to deliver results</li><li>Balance and prioritize multiple, concurrent objectives while meeting or exceeding targets</li></ul>The Value You Deliver<ul><li>Handle day-to-day record keeping for a defined set of strategic market clients, representing $10-$20 billion record keeping assets</li><li>Generate new points of view, champion bold ideas, and collaborate with more than 25 Workplace Investing and Fidelity functional business partners to define innovative solutions and implement scalable practices</li><li>Possess and convey experienced knowledge of workplace products, plan sponsor plan provisions and governing body regulations</li><li>Identify, surface, and effectively lead resolution of service issues (e.g., plan design, participant, risk/compliance) with appropriate business partners</li><li>Understand client service requests and coordinate with internal business partners to effectively scope effort and cost, allocate appropriate resources, define project plan, and deliver against agreed upon timeline</li><li>Participate in the delivery of a Client Service Management strategy to enhance the overall ecosystem, cultivate Fidelity talent, and optimize the plan sponsor experience</li></ul>Salary Grade<ul><li>Senior, CSM – grade 6 or Director, CSM – grade 7 based on skills and work experience</li></ul>Travel<ul><li>Required – between 10% -15% of the time annually</li></ul>This is a hybrid role<h3>Certifications:</h3><h3>Category:</h3>Client Service OperationsMost 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/Director, Client Service Manager

<h3>Job Description:</h3>The RoleThe Analyst, Global Product Solutions will support asset management, investment products, and distribution channels by executing activities related to the setup of new portfolios and participant accounts, managing product change requests, and processing asset transition activities. This work is carried out in close collaboration with internal and external business partners to ensure the timely and accurate delivery of the operational components of fund events.Required Knowledge and Skills<ul><li>Bachelor’s degree or equivalent</li><li>Financial services industry experience preferred</li><li>Effective written and verbal communication skills</li><li>Experience in fund operations in at least one of the following areas: accounting, valuation, custody</li><li>General knowledge of investment products, including product pricing, investment structures, regulatory frameworks, and/or distribution</li><li>NOTE: Fidelity will not provide immigration sponsorship for this position</li></ul>The TeamThe ideal candidate will join a team of fund and investment operations leaders who are passionate about delivering exceptional client experiences. Our goal is to create innovative implementation and portfolio transition strategies for our business partners that lead to positive outcomes for Fidelity’s investment products and clients.We are part of the Fund Administration unit within FFIO and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to deliver new products and services to our customers.We foster a culture of quality while prioritizing speed over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. The Global Product Solutions team views investment and operational challenges as opportunities and takes pride in executing client onboarding and transition strategies that minimize portfolio disruption and transaction costs, while enhancing the overall customer experience.<h3>Certifications:</h3><h3>Category:</h3>Investment OperationsMost 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 IV, FFIO Global Product Solutions

<h3>Job Description:</h3>The RoleFidelity Fund &amp; Investment Operations (FFIO) provides accounting and investment management support services for over 6,000 retail and institutional mutual funds and other retail and institutional investment products servicing over $3.9 trillion of discretionary assets. FFIO’s Global Middle Office is seeking a highly motivated Manager to fill a crucial operational role in our Reconciliation department. This role is to manage an established team of 5+ entry level associates currently reporting to a Senior Manager. Your passion to coach, develop, and lead others enables you to build a culture of associate engagement and deliver exceptional business results. You understand the ins and outs of what it takes to be successful and motivate others to achieve their goals. You are an influencer who consistently makes a positive impact. You’re a motivator, energized by a dynamic environment and passionate about change. You can coach to key behaviors that help drive business results and empower others to embrace feedback and cultivate an environment focused on growth and development. You’ll take a leadership role in a dynamic organization, partnering with your peer managers to build a positive and engaging site culture and associate experience. You will also be focused on ad hoc projects related to developing, streamlining, and/or modernizing the processes and tools supporting our recon infrastructure.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree (Accounting or Finance preferred)</li><li>A minimum of five years of related experience; Reconciliation or Fund Accounting experience strongly preferred</li><li>Strong knowledge of investment operations or mutual fund accounting</li><li>Strong understanding of accounting principles and internal controls over financial reporting preferred</li><li>Demonstrated team leadership or direct management preferred</li><li>Proven ability to balance multiple priorities at once</li><li>Highly self-motivated, flexible, and quality focused individual with excellent organizational skills</li><li>Excellent verbal and written communication skills</li><li>Effective at managing internal relationships and building successful partnerships</li><li>Experience with internal Fidelity systems (e.g., InvestOne, FCR, OLE’s, and Jira) required</li><li>Ability to take initiative and work without too much direction while exhibiting both independent thinking and good judgment</li><li>Ability to effectively identify and assess the risks impacting the firm's control environment</li><li>Ability to analyze data and implement solutions to streamline business processes</li><li>Detail oriented while maintaining a broad view of business objectives.</li></ul>The TeamThousands of associates work at our breathtaking Westlake, TX office. They enjoy unique culinary experiences at the cafe, biking or walking on the trails, and using onsite amenities such as the gym, concierge and clinic.We have several small teams in our division. Each team focuses on a different part of the investment operation. The teams have 8 associates apiece with 2-3 new associates each year. They work every day with global banks and partner teams across the world. Each team is a different entry point into the world of securities and investment operations. These teams are complementary working together to resolve complex accounting and related challenges.<h3>Certifications:</h3><h3>Category:</h3>Investment OperationsMost 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, Reconciliation

The Vehicle Acquisition Specialist role is to acquire additional inventory for the dealership by purchasing customer vehicles. Our associates provide an exceptional customer experience, appropriately managing the customer’s expectations, and communicating throughout the We'll Buy Your Car process. The Associate will strive to deliver on the “check within an hour” promise of the We'll Buy Your Car program. This position provides the ability to work flexible hours and offers hourly pay plus a bonus for each vehicle purchased.Sell with Confidence. Grow with AutoNation.AutoNation is redefining the car-buying experience—and we need driven, customer-focused professionals to help us lead the way. With no-haggle pricing, nationwide inventory, and a supportive team, you’ll have everything you need to succeed.Why You’ll Love Working Here:<ul><li>Competitive benefits</li><li>Career paths into finance, management, and beyond</li><li>A culture built on trust, transparency, and teamwork</li></ul>What We’re Looking For:<ul><li>Strong communication and interpersonal skills</li><li>A desire to help people and exceed expectations</li><li>Sales or customer service experience preferred</li></ul>Apply now and start building a career with purpose and potential.Job Responsibilities:<ul><li>Responds to incoming leads through AutoNation and third-party websites, by phone, internet and walk-in traffic</li><li>Utilizes all available resources to identify and engage private parties looking to sell their vehicle</li><li>Set up appointments with potential customers to visit the dealership for an appraisal</li><li>Executes the AutoNation We'll Buy Your Car Same-Day Payment process</li><li>Reviews vehicle condition reports and inspects vehicles onsite</li><li>Interacts with customers throughout the day, both in person and over the phone</li><li>Refer customers who prefer to trade-in instead of selling their vehicles to the sales team</li></ul>Qualifications:<ul><li>High School diploma or equivalent</li><li>Extremely self-motivated</li><li>Ability to set and achieve targeted goals</li><li>Ability to drive an exceptional Customer experience</li><li>Demonstrated communication, prospecting, and interpersonal skills</li><li>Organization and follow-up skills</li><li>Experience and desire to work with technology</li><li>Using sound judgement, research, and excellent interpersonal skills to make offers on vehicles</li><li>Valid In-State Driver's License and an acceptable, safe driving record</li></ul>Physical Requirements:<ul><li>Ability to sit and stand for prolonged periods of time</li></ul>The intent of this job description is to provide a representative summary of the major duties and responsibilities performed by the candidates for this job. Candidates may be requested to perform job related tasks other than those specifically presented. Career opportunities are dependent on business and staffing needs, as well as the qualifications of internal and external candidates.<h2>Exciting Benefits and Perks Await You:</h2><ul><li>Competitive compensation and 401k matching</li><li>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</li><li>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</li><li>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</li><li>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</li></ul>AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. &nbsp;AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.

Vehicle Buyer - Appointment Scheduler (Hourly + Bonus) - AutoNation Honda Lewisville

<h3>Job Description:</h3><h3>The Role</h3>Do you like to tackle problems and feel the need to constantly challenge yourself? Are you looking for a role where you have latitude to think differently and are encouraged to be constantly innovating? Do you enjoy math and Excel, and do you have the drive to be consistently improving to help participants?Under minimal supervision, the Senior Pension Administrator will be responsible for accurate and timely processing of moderate to high complexity calculations and/or transactions in a multi-client environment. They learn to execute employee information and financial transactions on several Fidelity systems within each client’s respective database. The Senior Pension Administrator interacts with many different groups within Fidelity and is a key contributor to the team environment and overall effective services provided to Fidelity’s client base.This role will use Defined Benefit specific and client specific procedures when researching and processing calculations to ensure accuracy and timeliness of all work.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree (Mathematics, Finance or Business preferred) or equivalent work experience</li><li>Defined Benefit knowledge and experience is a plus, but not required. Associates will be given training on DB and calculations which will be required to be successful in the role.</li><li>Strong math, analytical and intuitive skills. Ability to build calculation tools</li><li>Motivated and committed to precision; positivity and “can do” work ethic</li><li>You're a great teammate, and meet individual timeliness and accuracy goals</li><li>Ability to adapt to an evolving environment</li><li>Strong organizational skills and attention to detail</li><li>High integrity and discretion to ensure the confidentiality of sensitive client data</li><li>Demonstrate initiative in solving problems and implementing solutions</li><li>Ability to work independently</li><li>Strong PC Software skills (i.e. Excel, Outlook, and Word)</li><li>Strong communications skills</li></ul>The Value You Deliver<ul><li>Play an integral role servicing existing and new clients in defined benefit retirement plan administration, including a full range of administrative and operational support services to a variety of defined benefit clients and plan participants in a fast paced and time critical environment</li><li>Process various types of calculations and disbursement set ups, meeting timeliness and accuracy standards</li><li>Review and triage all participant requests to determine correct resolution and routing. Manage and monitor workflows</li><li>Interpret plan rules to ensure correct calculations and disbursements. Build calculation tools.</li><li>Analyze and process transactions to ensure proper quality standards for calculations, disbursements and data updates</li><li>Contact participants to explain calculations or resolve participant/client related issues. This could be by phone or letters and forms</li><li>Support external client and internal audit requests by providing requested documentation, conducting research and answering questions as a client and plan expert</li><li>Manually calculate and review pension benefits for plan participants</li><li>Support the monthly testing of various systems upgrades and releases</li><li>Participate in special departmental projects</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamYou will have the ability to lead many of the Strategic Initiatives throughout the DB Organization. Your decision making and ability to influence will be a major driver behind meeting the Intermediate and Long-Term Goals of the organization. You'll have the opportunity to Inspire Change and the expectation to be a key catalyst in how our organization meets the evolving needs of Our Participants and Clients!<h3>Certifications:</h3><h3>Category:</h3>Transaction ProcessingMost 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 Pension Administrator - Core Market Defined Benefits

<h3>Job Description:</h3>The RoleIn Workplace Investing, the Client Team Manager’s primary responsibility is providing day-to-day management of a team of associates that perform Defined Benefit administration services to Fidelity Defined Benefit clients. The Client Team Manager will also have overall responsibility for the client relationships on a book of clients as a representative of and the Defined Benefit Mid-Market service delivery team.The Expertise and Skills You Bring <ul><li>Bachelor’s Degree or equivalent work experience</li><li>7 + years in the Defined Benefit industry with 1 + year(s) of associate and client management experience</li><li>Excellent coaching and leadership skills required</li><li>Client consulting and leadership skills</li><li>Demonstrate leadership ability with self-motivation and determination</li><li>Project management and influence skills</li><li>Strong team and client management skills</li><li>A deep understanding of Defined Benefit processes and tools.</li><li>You must be technically inclined with application experience and proficiency (e.g., Excel, Word, Access, etc.)</li><li>Strong project management skills and the ability to balance/prioritize multiple projects and an understanding of risk and time management</li><li>You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality</li></ul>The Value You Deliver<ul><li>Serve as primary point of contact for clients for Defined Benefit administration. Prepare and participant in regular client service reviews and/or business planning meetings</li><li>Lead associates on your team in the capacity of workload, quality, and timeliness. Provide timely feedback on performance in order for associates to lead their daily tasks/deliverables, progress on their development and address any outstanding performance issues. Develop effective performance measures and work with the associates on goals and initiatives that will improve both the organization and the associates’ career development. Prepare annual performance and bonus reviews for associates</li><li>Act as a technical resource and Defined Benefit professional for your associates, and lead by example for work ethic, professional conduct and nurture an atmosphere of continuous improvement</li><li>Work closely with senior management to meet business objectives and priorities. Serve as a leader and run projects and/or initiatives for business unit</li><li>Work with our most sophisticated client base which includes: plan complexity, higher numbers of plans, participants, transaction volume, and special projects. Provide fee estimate quotes on special projects requested by the client and lead those projects according to budget and timelines</li><li>Identify and communicate successful and efficient practices used for own client(s) that may be brought to bear across other clients and instituted as the defined benefit standard methodology</li><li>Play key role in new business activities including client meetings, proposal writing, final presentations, etc.</li><li>Draft and complete contracts for special projects and accountable for client financials</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThis role will reside within Workplace Investing Defined Benefit Operations organization. You will be responsible for handling and leading all aspects of the day to day delivery of Defined Benefit client servicing, business reporting, contractual obligations, and internal scale &amp; efficiency initiatives. You will support DB’s interests in collaborating with the cross product/functional SME’s, Center of Excellence and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.<h3>Certifications:</h3><h3>Category:</h3>Client Service OperationsMost 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.

Client Team Manager - Core Market Defined Benefit

<h3>Job Description:</h3>The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department’s internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team’s core deliverables for Fidelity’s alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team’s policies, procedures, and controls.The expertise and skills you bring <ul><li>BS in Accounting or Finance</li><li>CPA and/or MST is preferred</li><li>5+ years of public accounting experience in Partnership taxation</li><li>Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus</li><li>Private Equity fund of funds tax experience a plus</li><li>Experience with InvestOne, Geneva, and Yardi a plus</li><li>Advanced knowledge of Partnership tax and associated structures</li><li>Broad knowledge of financial instruments and securities taxation</li><li>Familiarity with tax research techniques</li><li>Familiarity with various fund structures suitable for different types of investors</li><li>Familiarity with federal, state and international filing requirements of partnerships and blockers</li><li>Ability to frame complex operational &amp; tax issues and propose solutions</li><li>Ability to seamlessly move from strategy to execution</li><li>Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment</li></ul>The TeamThe primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury.#Fidelityalts<h3>Certifications:</h3><h3>Category:</h3>Investment OperationsMost 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.

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