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<h3>Job Description:</h3>The RoleWe are seeking a motivated associate who is customer-centric and enjoys working with teams to deliver outstanding products and services related to Retirement . As America’s Retirement Leader, Fidelity has a full suite of offerings for these investors, and we have opportunities to drive growth and adoption. This role requires a high level of leadership and partnership across Fidelity. Responsibilities of the job will include the following:<ul><li>Leads, influences, and motivates colleagues without formal authority</li><li>Owns several initiatives at once and able to work independently to complete tasks in high-quality, timely manner.</li><li>Persistent in the face of opposition and maintains a positive, can do demeanor.</li><li>Leads and identities strategy, product/service roadmap, and other key initiatives to improve the customer experience and drive product adoption</li><li>Synthesizes complex data from multiple, disparate sources and present analysis, relevant insights and themes in a simple/clear way.</li><li>Actively participates in defining requirements and expectations to help inform product strategy and roadmap</li><li>Possesses business knowledge and general knowledge of the financial services industry plus familiarity with Retirement products/services strongly preferred.</li><li>Demonstrates an ability to quickly learn retirement regulations and translate them into client-friendly experiences that are both compliant and easy to understand.</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li> Bachelor’s degree with minimum of 8 years of professional experience and possesses good financial services experience. MBA is a plus.</li><li>FINRA Licensing (Series 7, Series 63/66, Series 24, Series 9/10) is a plus but not a requirement</li><li>Solid business knowledge and general knowledge of the financial services industry plus familiarity with Retirement products/services</li><li>Embraces working within a team of associates with a diverse skills, including working directly with a Development Team, Marketing Team, Distribution/Sales Team, 3rd Parties, Legal Team, and other business partners</li><li>Thinks beyond traditional financial services to drive outstanding experiences for our clients</li><li>Shown experience in product management, project management, business analysis, data/systems analysis, and process improvement</li><li>Business insight and analytical abilities that allows you to make decisions and define work based on data and client trends</li><li>General understanding</li><li>of financial services and voice of the customer</li><li>Works and acts independently, multi-tasks, influences others, and maintains a positive can-do demeanor</li><li>Strong client service, collaboration, communications, organization, and presentation abilities</li><li>Possesses strong skills in JIRA, Mural, PowerPoint, and Excel</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Team Fidelity is one of the largest providers of investment services in the world. By demonstrating and promoting Fidelity leadership behaviors, you sustain and evolve our innovative work environment. The Retirement Offerings team’s goal is extend and defend our Retirement leadership by growing our share of assets and by making a significant difference in the lives of our customers by helping them save, transition and live in retirement confidently.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Consultant, Retirement Offerings

<h3>Job Description:</h3>Job DescriptionAs a Vice President, you will be responsible for building, maintaining and growing strong and committed client relationships with key decision makers, influencers and C- suite committee members. The Book-of-Business will be comprised of clients with a range of complexities, challenges and opportunities. The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions.This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing.Licensing and Experience· We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.· We prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry.· Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory.Key Responsibilities· Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.· Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve client satisfaction.· Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction within a book of business.· Responsible for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals.· Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes, revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.· Frequently works with consultants as appropriate to prepare for client meetings and follows up on Fidelity commitments post client meetings.· In partnership with Consultant Relations, builds productive long-term relationships with consultants and/or advisors.· Develops and maintains collaborative relationships across a broad spectrum of business partners to drive operational accuracy, efficiency and problem resolution. Leads internal team in problem resolution.Strategic Book Management· Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.· Manages a diverse multi-product mix including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.· Differentiates Fidelity's benefits approach against competitive benefit solutions.· Proactively evaluates client pricing and fees for appropriateness using all available pricing levers and client dynamics.· Is responsible for collaborating with your extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.· Advocates for the client within the boundaries of sound financial judgment and long term Fidelity interests.· Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.· Provides analysis and advice to resolve the needs of internal/external customers.· Handles difficult client interactions and solves multi-dimensional book of business/client challenges. Solves issues and leads escalations appropriately.· Excellent presentation, influence and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

VP, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3>Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We’re Looking For <ul><li>Customer service, phone, or financial services experience will prepare you for this role </li></ul><ul><li>Banking, insurance, or financial experience is an excellent addition to your experience </li></ul><ul><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses </li></ul><ul><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one </li></ul>The Purpose of Your Role It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships. The Skills You Bring <ul><li>Superb interpersonal skills and passion to engage with clients </li></ul><ul><li>An aptitude to assess client needs and identify opportunities </li></ul><ul><li>Remarkable attention to detail and ability to prioritize </li></ul><ul><li>Organizational skills to manage multiple tasks </li></ul><ul><li>Being coachable, collaborative, and curious are your "go to" attributes </li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And ourbenefit programsare designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver <ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily </li></ul><ul><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch </li></ul><ul><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience </li></ul><ul><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team </li></ul>The base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Oak Brook, IL

<h3>Job Description:</h3>Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We’re Looking For <ul><li>Previous success in building relationships, uncovering needs and recommending solutions </li></ul><ul><li>FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire </li></ul><ul><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility </li></ul><ul><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one </li></ul>The Skills You Bring <ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions </li></ul><ul><li>Being coachable, collaborative, and curious are your "go to" attributes </li></ul><ul><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive </li></ul><ul><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations </li></ul><ul><li>Extensive knowledge of investment solutions </li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in You Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver <ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals </li></ul><ul><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future </li></ul><ul><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills </li></ul><ul><li>You have a steadfast commitment to your clients while making a positive impact in the community </li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Consultant - Cleveland West, OH

<h3>Job Description:</h3>Head of Consultant RelationsThis role leads an expansive team that includes Consultant Relations, National Accounts and Home Office engagement, with responsibility across all markets and products for Fidelity’s Workplace business. The TeamThe Head of Consultant Relations for Workplace Investing is responsible for developing and executing the firm’s consultant engagement strategy within the retirement and workplace benefits marketplace. This role focuses on leading a national team that is responsible for building strong relationships with consultants, advisors and home offices who advise plan sponsors, influence recommendations, and help drive adoption of the firm’s retirement and benefit solutions. The position requires strategic leadership, deep knowledge of the marketplace and retirement business, and collaboration across a large and complex business. The team supports efforts across sales, relationship management, and product, and will be expected to contribute valuable insight to help influence strategy. This role will require frequent executive level engagement, both internally and externally.The Expertise You Have<ul><li>Proven track record of successful senior leadership experience</li><li>Superior communication and listening skills</li><li>Curiosity and a growth mindset</li><li>Executive level communication and engagement experience</li><li>Strong sales/marketing orientation when it comes to the development of new business</li><li>Proven experience in customer obsession</li><li>Exceptional strategic thinking and proven capabilities in implementing strategy across large, matrixed organization</li><li>Established relationships or experience with major retirement-focused consulting firms</li></ul>The Skills You Bring<ul><li>Excellent creative and strategic thinking skills that can be applied to how you set a vision for how we will continually improve our partnership approach to consultants and advisors</li><li>Lead by example in embodying Fidelity’s Leadership Principles</li><li>Extraordinarily strong emotional intelligence, communication skills and interpersonal skills in running larger teams and internal partnerships that build an environment where your team is positively engaged with a focus on continual improvement</li><li>Experience and comfort with technology and technological solutions that can drive a better customer experience and greater efficiency in the sales process</li></ul>The Value You Deliver<ul><li>Set a tone and a vision for Consultant Relations across the Workplace Investing marketplace encompassing all products and all markets</li><li>Bring creative new ideas to how to engage the market in new ways to drive greater growth </li><li>Coach, lead and develop a team of experienced professionals and create an environment where they will get the most out of themselves and the collective team</li><li>Engage and collaborate internally with key partners across Sales, Relationship Management, Marketing, Product, Finance and other parts of the business to set strategy for growth and retention</li></ul>The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Consulting

Head of Consultant Relations

<h3>Job Description:</h3>Job TitleIT Audit Senior AnalystThe RoleAre you looking for a position to grow your technology skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the financial services and technology industries? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an IT Audit Senior Analyst, you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm.The Expertise and Skills You Bring<ul><li>BA/BS/MS in Technology, Information Systems, Cybersecurity, or related field of study.</li><li>Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.).</li><li>Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus.</li><li>3-5 years of experience in performing information technology audits, preferably in financial services.</li><li>Understanding of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. Ability to independently perform hands-on IT general controls testing across many of these areas.</li><li>Understanding of authentication, authorization, and credential management.</li><li>Understanding of Artificial Intelligence, Machine Learning, Data Science and Robotic Process Automation.</li><li>Understanding of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities.</li><li>Ability to work simultaneously on multiple tasks, manage priorities and workload.</li><li>Good technical problem solving and data analytical skills. Scripting and automation experience would be a plus.</li><li>Commitment to innovative, collaborative, and digital working style.</li><li>Strong presentation, written, and interpersonal communication skills.</li><li>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen.</li><li>Curiosity and hunger to learn.</li></ul>The TeamThe IT Audit Senior Analyst will be responsible for performing complex technology and/or business-integrated audits in support of Fidelity’s businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to:<ul><li>Works with business and technology management to build an understanding of complex functions.</li><li>Workflows technology and end-to-end related processes, highlighting risks and controls embedded throughout the function.</li><li>Leverages audit automation tools in the evaluation of business operations and systems.</li><li>Performs audit test work including organizing and analyzing data, testing controls and documenting results.</li><li>Applies data analytics concepts, principles, and techniques to effectively identify control deficiencies.</li><li>Helps draft audit reports that provide a clear description of issues identified, related implications to the business or enterprise as a whole and management action plans to resolve the issues.</li><li>Coaches and mentors more junior members including interns/ co-ops on the team.</li><li>Builds working relationships with audit teams and clients.</li></ul>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.<a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.<h3>Certifications:</h3><h3>Category:</h3>AuditMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

IT Audit Senior Analyst

<h3>Job Description:</h3>As Director, Core Sales Delivery, you will play a pivotal role in driving growth and delivering an exceptional client experience. You’ll lead a team of 10 Sales Strategist Case Managers, providing strategic direction and day-to-day leadership to ensure flawless execution. In this role, you’ll manage work assignments, serve as a key escalation point for Sales and Implementation leaders, and implement strategies that enhance quality, efficiency, and revenue within the Workplace Investing Core Market segment ($1–$50M).Your team will serve plan sponsors and their advisors and is focused primarily on supporting confirmed Defined Contribution sales from sales commitment through implementation including – internal audit of pricing and funds to ensure profitability and risk mitigation, consultation of available fund options and confirmation of fund lineups with Sales, advisors, and plan sponsors. Your ultimate mission: create the best possible onboarding experience for our newest clients and set the stage for long-term partnerships.The Expertise You Have<ul><li>Retirement plan recordkeeping and administration experience</li><li>Experience working with sales teams or in collaborative partnerships</li><li>Supervisory experience strongly preferred</li><li>Approximately 20% travel required</li><li>Series 7, 63, 24 licenses required or able to obtain within 120 days</li><li>Bachelor’s degree or equivalent with 12+ years’ experience or master’s degree with 10+ years’ experience</li></ul>The Skills You Bring<ul><li>Outstanding coaching, leadership, and management skills, with the ability to empower associates to grow and develop while driving optimal team performance and output. Responsibility for managing high level exempt and/or Manager roles.</li><li>Strong relationship-building skills, leading with empathy and fostering team cohesion.</li><li>Organizational expertise, including advanced time management and project management capabilities.</li><li>Analytical proficiency, with the ability to interpret data, assess performance, and identify business trends and opportunities.</li><li>Presentation excellence, capable of delivering clear, engaging, and well-structured presentations, including preparation, visual creation, and delivery.</li><li>Outstanding communication skills, both verbal and written.</li><li>Collaboration and interpersonal strength, with the ability to influence and negotiate effectively with stakeholders and team members at all organizational levels.</li><li>Advanced problem-solving skills, adept at analyzing root causes and determining effective solutions.</li><li>Ability to thrive in a fast-paced, demanding environment.</li></ul>The Value You Deliver <ul><li>Oversee the team’s handoff of committed client opportunities to key business partners, including Implementations.</li><li>Support the team in managing SLAs, automation, and quality control throughout the sales handoff process until plan funding is complete.</li><li>Monitor sales operations, analyze performance data, and prepare reports to identify opportunities for efficiency and growth.</li><li>Foster a culture where team members feel empowered to share ideas, improve processes, and innovate within their roles.</li><li>Lead group initiatives that align with and support key business goals.</li><li>Coach and develop associates to deliver an exceptional experience for advisor partners and new clients.</li><li>Influence internal and external partners effectively, proactively assess needs, and resolve issues through systematic problem-solving.</li><li>Perform securities compliance oversight as the principal for assigned registered sales representatives.</li><li>Monitor services and operations to ensure adherence to organizational policies and standards.</li></ul>The Team Workplace Investing (WI) Sales is a collaborative, fast paced and exciting environment. The Sales Optimization Acceleration and Retention (SOAR) organization in WI Sales plays a key role in the Workplace Investing Sales and Retention process. We help ensure that Fidelity demonstrates our customer focus, deep industry expertise, outstanding participant and plan sponsor experiences and innovative technology throughout the sales process to win new clients, which will ensure we deliver on the annual Workplace Investing sales and retention goals.The base salary range for this position is $95,000-186,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

Director, Core Sales Delivery

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Representative - Troy, MI

<h3>Job Description:</h3>Our MissionAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want— from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the 10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our dedication to being an employer of choice. For more information about Fidelity Investments, visit <a href="http://www.fidelity.com/" target="_blank">www.fidelity.com</a>.The Department Fidelity Digital Asset Management [FDAM] is building an investment platform offering digital asset products and services designed to meet the growing needs of Fidelity’s retail customers and intermediary and institutional clients. These efforts will enable FDAM to launch new investment products and services in the digital asset ecosystem that offer our clients access to new crypto asset classes and an expanded universe of alternative assets. In addition, FDAM’s new capabilities to offer digital asset investment products will bring a range of new investor segments to Fidelity. The Role Looking for a best-in-class opportunity to obtain hands-on experience with investment research, portfolio construction and implementation? The Digital Assets Associate internship program gives interns the chance to obtain and develop the core research skills needed to jumpstart a successful and lucrative career in investment management. This individual will work in a small team of researchers, quants, and traders to create content related to our product roadmap including multi asset strategies and yield generation. Education and Experience <ul><li>Class of 2027 or 2028 Bachelor’s or Master's degree candidates in a quantitative discipline</li><li>Excellent verbal and written communication skills</li><li>Proactive, seeks additional responsibilities and learning opportunities</li><li>Proven success during his/her academic career with a preferred GPA of 3.2 or higher</li><li>Strong analytical and quantitative skills</li><li>Demonstrated expertise using Excel and Python</li><li>Highly motivated independent problem solvers, ability to think outside of the box and bring a unique perspective</li><li>High levels of integrity</li><li>Demonstrated initiative and intellectual interest in studies/extracurricular activities related to the financial markets</li><li>Ability to work well under pressure and time constraints</li></ul>Training<ul><li>Emphasis on hands-on training from researchers and traders directly related to intern projects</li><li>Mentorship from senior research analysts and associates</li><li>Exposure to Portfolio Managers and investment thought leaders</li></ul>Conversion<ul><li>Successful interns may receive an offer at the end of the summer internship to return as a full-time Research Associate post-graduation.</li></ul>LocationChicago, ILInternship DatesJune 1, 2026 - August 7, 2026The base salary range for this position is $30 - $42 per hour.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Digital Asset Research Associate Internship - 2026

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $59,000 - $74,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>Sales

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