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<h3>Job Description:</h3>The Regional Account Executive (RAE) is passionate about collaborating with advisors, third party administrators and working with business owners to help their employees tackle and solve all their financial wellness and retirement needs!As a RAE, you are the primary point of engagement for advisors, third party administrators and small business decision makers in the Mid Atlantic territory. You will partner your aligned Retirement Director to provide valuable thought leadership, build brand awareness, and improve client dedication with Financial Advisors by utilizing a consultative sales process. As a sales leader, you will influence success via warm leads, carefully identify customer needs, and cultivate relationships, while guiding retirement benefits strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our groups at the forefront of the industry and opens pathways to further career development.ASSOCIATE MAY WORK REMOTE FROM EASTERN TIME ZONE​The Expertise You Have<ul><li>Established experience and success in consulting, sales or the financial service industry</li><li>We require a Series 7 &amp; 63 and will allow study time to obtain within 2 months of hire </li></ul>The Skills You Bring<ul><li>You have excellent sales skills: rapport building, active listening, qualification questioning, objection stabilizing, strong presentation delivery, strategic prospecting, and territory management </li><li>A real passion for problem-solving and complex planning while having mental agility to evolve recommendations to clients as the circumstances may shift around it</li><li>Knowledge of the Financial Services, Employee Benefits, or Human Resources Industry with shown territory, project and time management skills to achieve goals</li><li>You thrive in fast paced and team-oriented environment with a dedication to constant self-improvement </li></ul>The Value You Deliver<ul><li>Executing a sales process via phone and virtual meetings with intermediaries and plan sponsor decision makers to develop long-term business relationships </li><li>Providing subject matter expertise on a broad range of retirement benefits, integrated administration and investment options </li><li>Leading by example and demonstrating organized preparation and effective follow up skills</li><li>Collaborate with internal partners to build and execute a coordinated territory-level business plan to develop and manage a pipeline of business</li><li>Implement segmentation and client coverage model to cultivate and strengthen relationships with Retirement Leaders within assigned territory</li><li>Utilize communication and presentation skills to deliver Fidelity’s marketing campaigns and business building insights to the marketplace to improve brand awareness and drive demand generation</li></ul>The TeamFidelity Workplace Investing Sales is a collaborative, competitive, and fast paced environment. The RAE is an important part of our selling team and responsible for selling Fidelity’s 401k Recordkeeping Platform and Multi-Product Solutions through financial advisors, third party administrators and directly with plan sponsors. You will have responsibility for developing, targeting and executing a business plan for a specific territory. Your work plays a vital role in growing profitable long-term relationships.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

VP, Regional Account Executive- 401K Sales

<h3>Job Description:</h3>The GroupFidelity’s Fixed Income Division is one of the world’s leading fixed income managers with over $2 trillion in fixed income assets managed by a staff of more than 200 investment professionals. At Fidelity, we combine fundamental research on debt issuers with macroeconomic and quantitative analysis to develop investment decisions that aim to maximize risk-adjusted total return for our clients. The Fixed Income Division is headquartered in Merrimack, New Hampshire.The RoleThe Fixed Income Macro Research team is seeking a talented, motivated individual to be a sector specialist on the team. The sector specialist will be working with senior analysts on various aspects of the macro economic research process, such as: organizing and analyzing large datasets, building reports and presentations incorporating this data and utilizing programming tools to make the process more efficient. The sector specialist will be trained to analyze various aspects of the macro economic environment—including analysis of economic activity, inflation, interest rates, corporate credit and fixed income asset allocation—through formal training and direct mentoring by senior analysts. By collaborating closely with senior analysts, sector specialists will contribute to the team’s investment recommendations and research product utilized by portfolio managers, analysts and traders across the fixed income division and the broader Fidelity organization. In this role, sector specialists will participate in meetings with economists, policy makers, market strategists, and other market participants. Sector specialists can expect to interact regularly with analysts, portfolio managers, and traders, and play a critical role in the investment process. The ideal candidate would have a strong demonstrated interest in economic and fixed income related concepts and be comfortable with SQL and programming languages such as VBA, Python, or similar. You will report to the Managing Director of Research for Macro and Sovereign Research.The Expertise and Skills You BringThe ideal candidate will have the following qualifications and attributes:<ul><li>Bachelor’s degree, preferably in Economics, Business, Finance or Quantitative Analysis or other relevant subject area and 5+ years of relevant experience</li><li>SQL/Oracle, VBA preferred and Python is a plus</li><li>Strong analytical and technology skills</li><li>Excellent oral and written communication skills</li><li>Good time management</li><li>Demonstrated work ethic</li><li>Good team player, collaborator and relationship builder</li><li>Self-motivated and intellectually curious; proactively seeks additional responsibilities and learning opportunities</li><li>Ability to work independently and also as part of a team</li><li>Previous coursework in economics, accounting and finance (preferred)</li><li>Expertise in Excel and programming (preferred)</li><li>Demonstrated interest in investing and capital markets</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsMost 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.

Fixed Income Macro Sector Specialist

<h3>Job Description:</h3>The Group Fidelity’s Fixed Income Division is one of the world’s leading fixed income managers with over $2 trillion in fixed income assets managed by a staff of more than 200 investment professionals. At Fidelity, we combine fundamental research on debt issuers with macroeconomic and quantitative analysis to develop investment decisions that aim to maximize risk-adjusted total return for our clients. The Fixed Income Division is headquartered in Merrimack, New Hampshire.The PositionThe Fixed Income Macro-Sovereign team is seeking a hard-working, industrious individual to join us as a Sector Specialist. Sector specialist responsibilities include analyzing global capital markets drivers (such as global economic and monetary policy as well as country specific drivers), applying qualitative and quantitative methods to assess economic, institutional and financial factors that relate to country risk. They are also responsible for creating a monthly summary of key developments that impact sovereign valuations, constructing central bank monitors, and will be expected to build local yield curves and currency models for non-US fixed income investments. The sector specialist regularly collaborates with members of the investment team to impact investment decisions.The sector specialist can expect to interact regularly with analysts, research associates, portfolio managers, and traders, and play an integral role in the investment process. The sector specialist will also work closely with the technology group in defining the scope of research technology needs and ensuring that these initiatives are appropriately prioritized.QualificationsWe are seeking candidates who have the following characteristics:<ul><li>Bachelor’s degree required</li><li>5+ years of relevant experience, preferably with a macroeconomic and/or fixed income focus</li><li>Strong analytical skills and attention to detail</li><li>Strong oral and written communication skills</li><li>Proficiency in Bloomberg and Excel preferred as well as willingness to learn Python, Haver and SQL</li><li>Team oriented, collaborator and relationship builder</li><li>Self-motivated and intellectually curious; proactively seeks additional responsibilities and learning</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsMost 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.

Fixed Income Sovereign Sector Specialist

<h3>Job Description:</h3>As a Regional Director (wholesaler), primarily responsible for supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in an assigned geographic territory. This role works daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. Responsible for making in-person sales calls, partnering with internal partners and specialist teams to drive new business, retain assets and grow market share.The Role We have an exciting sales opportunity in Southeast Florida working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include:<ul><li>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</li><li>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</li><li>The territory is currently constructed to cover both Broker/Dealer and RIA Representatives in the Boca Raton to Miami markets.</li><li>You would be required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.</li></ul> The Expertise and Skills You Bring<ul><li>Bachelor’s Degree required</li><li>Series 7 and 63 required</li><li>CIMA or CFA desired</li><li>Passion for the financial or investment management industry</li><li>5 years of field sales experience, working within Financial Services Industry highly preferred</li><li>Outstanding communication, negotiation, decision making and multi-tasking abilities</li><li>Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</li><li>Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</li><li>Excellent interpersonal skills that translate into a positive client experience</li><li>Passion for sales and the ability to uncover and qualify new opportunities</li><li>Commitment to constant self-improvement and exhibit a competitive drive</li><li>Ability to thrive in our fast-paced environment and enjoy being part of a strong team</li><li>High aptitude to learn new things quickly and adapt to new situations</li><li>Effective consultative sales and presentation skills</li></ul>Note: Fidelity is not providing immigration sponsorship for this position ​The Team As a Regional Director your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.Must live in the territory. The base salary range for this position is $70,000 - $175,000 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 51 - FINRA<h3>Category:</h3>Sales

Regional Director/External Wholesaler(Boca Raton to Miami, FL Territory)

<h3>Job Description:</h3>Director, Security Technology Product ManagementThe RoleWe are seeking a candidate who has proven experience delivering creative solutions to complex problems in a fast paced, deadline-driven work environment. The ideal candidate will apply critical thinking to prioritize deliverables. Our team is passionate about the Global Security Mission - 'Protect Fidelity’s assets: our reputation, our people, our clients and our vital business information, processes and facilities.' We are seeking a candidate who is just as driven as we are to support the needs of Fidelity’s Business Units, while protecting our most valuable assets.This role will lead high-impact programs focused on security technology innovation and will be accountable for the oversight and execution of our strategic roadmap in partnership with vendor management, finance, and enterprise technology.This role will be responsible for driving Fidelity-wide initiatives, managing critical partner relationships, and delivering regular executive-level updates that inform strategic decisions and ensure transparency across the organization.The role demands strong competencies in Program Management, Process Optimization, and Data Analytics, along with the ability to collaborate effectively across all levels of the organization. Success in this position requires navigating complex stakeholder environments with agility and the ability to deliver key outcomes across multiple medium to high complexity initiatives. The ideal candidate excels in managing through ambiguity and can seamlessly shift between tactical execution and strategic planning.<ul><li>Program Leadership: Define and execute multi-year roadmaps for physical security technology modernization, aligned with enterprise priorities and business needs. Provide transparency, artifact management and ongoing updates via SharePoint team site(s).</li><li>Vendor Governance: Oversee strategic vendor relationships, including contract negotiation, SLA management, performance tracking, and compliance assurance.</li><li>Financial Stewardship: Partner with Finance and Procurement to manage budgets, reconcile spend, and ensure transparency and fiscal discipline.</li><li>Innovation Delivery: Lead deployment of smart infrastructure, analytics platforms, and automation tools that enhance investigative and operational capabilities.</li><li>Executive Engagement: Provide regular updates to senior leadership, including risk assessments, strategic insights, and decision support to guide enterprise-level decisions.</li><li>Change Management: Develop and execute change management plans to support adoption of new technologies and workflows, ensuring minimal disruption and maximum value realization.</li><li>KPI Development &amp; Oversight: Establish and monitor KPIs to evaluate program effectiveness, vendor performance, financial impact, and strategic alignment.</li><li>Data-Driven Storytelling: Create and deliver executive-level presentations that synthesize program data, performance metrics, and strategic insights into clear, actionable narratives.</li></ul><h3>Organizational Alignment</h3><ul><li>Operating cross-functionally across Fidelity, engaging with Security Operations, HR, Legal, Risk, Compliance, Procurement, and Technology to ensure alignment and integration.</li><li>Leading strategic programs that deliver measurable business outcomes, including cost optimization, risk mitigation, and operational resilience.</li><li>Managing complex vendor ecosystems, ensuring performance, compliance, and financial accountability.</li><li>Delivering executive-level reporting, including program status, financial adherence, risk posture, and strategic recommendations.</li><li>Driving change management strategies to ensure successful adoption of new technologies and processes across the enterprise.</li><li>Developing and overseeing Key Performance Indicators (KPIs) to measure program success, vendor performance, and operational impact.</li><li>Creating executive-level presentations that leverage data and analytics to tell a complete, compelling story—enabling informed decision-making and strategic alignment.</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>10+ years of experience in program management, vendor oversight, financial operations, and change management within a regulated enterprise environment.</li><li>Proven success in leading enterprise technology implementations, particularly in physical security, investigations, or infrastructure modernization.</li><li>Strong understanding of data-driven performance metrics.</li><li>Demonstrated ability to influence across organizational boundaries, build consensus, and drive alignment at all levels.</li><li>Experience in developing and managing KPIs to support strategic decision-making and continuous improvement.</li><li>Expertise in executive communication, including the ability to craft compelling presentations that translate complex data into strategic insights.</li><li>Enhances operational resilience through modernized and integrated security infrastructure.</li><li>Improves financial discipline via rigorous reconciliation and vendor accountability.</li><li>Accelerates innovation by identifying and deploying emerging technologies that support enterprise security goals.</li><li>Strengthens executive oversight through transparent reporting, strategic engagement, and actionable insights.</li><li>Supports organizational change through structured change management and stakeholder engagement.</li><li>Drives performance through clear, measurable KPIs that align with Fidelity’s strategic objectives.</li><li>Enables strategic decision-making through compelling, data-driven executive presentations.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>Program/Project ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Security Technology Product Management

<h3>Job Description:</h3>As a Regional Director (wholesaler), primarily responsible for supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in an assigned geographic territory. This role works daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. Responsible for making in-person sales calls, partnering with internal partners and specialist teams to drive new business, retain assets and grow market share.The Role We have an exciting sales opportunity in MA/RI working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include:<ul><li>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</li><li>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</li><li>The territory is currently constructed to cover both Broker/Dealer and RIA Representatives.</li><li>You would be required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.</li><li>Territory is in the MA(Boston Metro, Worcester, Cape Cod, Eastern MA) and RI markets.</li></ul> The Expertise and Skills You Bring<ul><li>Bachelor’s Degree required</li><li>Series 7 and 63 required</li><li>CIMA or CFA desired</li><li>Passion for the financial or investment management industry</li><li>5 years of field sales experience, working within Financial Services Industry highly preferred</li><li>Outstanding communication, negotiation, decision making and multi-tasking abilities</li><li>Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</li><li>Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</li><li>Excellent interpersonal skills that translate into a positive client experience</li><li>Passion for sales and the ability to uncover and qualify new opportunities</li><li>Commitment to constant self-improvement and exhibit a competitive drive</li><li>Ability to thrive in our fast-paced environment and enjoy being part of a strong team</li><li>High aptitude to learn new things quickly and adapt to new situations</li><li>Effective consultative sales and presentation skills</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Team As a Regional Director your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.The base salary range for this position is $70,000 - $175,000 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>Sales

Regional Director(RI and MA Territory)

<h3>Job Description:</h3>As a Regional Director (wholesaler), primarily responsible for supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in an assigned geographic territory. This role works daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. Responsible for making in-person sales calls, partnering with internal partners and specialist teams to drive new business, retain assets and grow market share.The Role We have an exciting sales opportunity in Michigan working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include:<ul><li>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</li><li>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</li><li>The territory is currently constructed to cover both Broker/Dealer and RIA Representatives.</li><li>You would be required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.</li><li>Territory is in the Michigan(Detroit, Ann Arbor)markets.</li></ul>Must live in Michigan. The Expertise and Skills You Bring<ul><li>Bachelor’s Degree required</li><li>Series 7 and 63 required</li><li>CIMA or CFA desired</li><li>Passion for the financial or investment management industry</li><li>5 years of field sales experience, working within Financial Services Industry highly preferred</li><li>Outstanding communication, negotiation, decision making and multi-tasking abilities</li><li>Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</li><li>Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</li><li>Excellent interpersonal skills that translate into a positive client experience</li><li>Passion for sales and the ability to uncover and qualify new opportunities</li><li>Commitment to constant self-improvement and exhibit a competitive drive</li><li>Ability to thrive in our fast-paced environment and enjoy being part of a strong team</li><li>High aptitude to learn new things quickly and adapt to new situations</li><li>Effective consultative sales and presentation skills</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Team As a Regional Director your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.The base salary range for this position is $70,000 - $175,000 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><h3>Category:</h3>Sales

Regional Director(Detroit/ Ann Arbor Territory)

<h3>Job Description:</h3>The RoleWe have an exciting Divisional Sales Manager Opportunity based in the Mid Atlantic, working with Regional Directors/Wholesalers who are responsible for driving the distribution of Fidelity products, tools, and resources through Financial Advisors and Registered Investment Advisors. We seek someone with a passion for the business, who is energized by helping others succeed and is focused on the growth of client relationships, the growth of individual contributors and the diversity of our business and salesforce. This role provides the opportunity to work within an organization that is focused on teamwork, growth and development of its employees, cross business relationships and driving high client satisfaction.The Expertise and the Skills You Bring<ul><li>Bachelor’s Degree Required</li><li>Series 7, 63, 24, 51 Required</li><li>Minimum of 10-15 years sales experience required</li><li>5 years of sales management experience in the Financial Services industry preferred</li><li>Your ability to manage salespeople with varying degrees of experience and tenure</li><li>Your passion to coach and provide consistent, constructive feedback</li><li>A desire to lead, motivate and collaborate for the benefit of the team</li><li>The ability to lead with humility, clarity, and courage</li><li>Your knowledge of the industry, the competitive landscape, and our key firms</li><li>Your ability to think strategically about the broader business</li><li>An understanding of the need to follow compliance and regulatory guidelines</li><li>Your skill in managing resources available to your team</li><li>Your proven skills in developing and maintaining a positive sales culture and inclusive environment</li><li>Your strength in problem solving and issue resolution</li><li>Your COI relationships in the region</li><li>Developing and maintaining a highly motivated, highly productive sales team which will lead to stronger client relationships and increased sales</li><li>Collaborating with internal partners and specialists to maximize the ROI with your sales team and our clients.</li><li>The effective management of a sales team leading to diversification of business, growth of client relationships, and high client satisfaction</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamAs a Divisional Sales Manager your primary responsibility will be the day to day management of your team of Regional Directors/Wholesalers who are providing valuable market insights, portfolio construction guidance and investment product and platform solutions to Financial Advisors in the broker dealer community and RIAs. This role includes the coaching and development of your team in order to ensure that the team has the required sales skills, communication skills, presentation skills and attitude to succeed. You will be responsible for the articulation and execution of strategy, for having a deep understanding of client firms and opportunities, and for maximizing your team’s effectiveness around these strategies and opportunities. <h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 51 - FINRA, Series 63 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

SVP, Division Manager, Mid-Atlantic Region

<h3>Job Description:</h3>The Role:In this role you will be part of the AM Data team supporting efforts in delivering value to the business through the utilization and exploitation of data. The Director will be key in leading and providing thought leadership on key strategic areas of the program aimed at promoting highly scalable solutions and an operating model intended to maximize the organizations utilization of our data ecosystem and related capabilities.In this capacity this individual will focus on developing and implementing strategies intended to support the growth and evolution of our business (and related frameworks), evolving and maturing the organizations approach to data management (including Common, Alternative, and Derived datasets) in partnership with stakeholders across the organization, and will look critically at the way AM is accessing and leveraging data to inform strategies focused on reducing friction and managing risk as a part of those pipelines.This role will be highly visible, requiring meaningful experience supporting executive program messaging utilizing a variety of communication formats at different levels of the organization; tailoring critical information of a complex or involved nature, to a senior and executive audiences while often being sought out by senior leadership for expert opinions and recommendations required to provide business solutions. The Director will be critically important to ensuring AM is able to support the data needs of the organization while balancing competing priorities within AM and in our support of firm wide data initiatives, recommending or making decisions for the organization that will result in optimal outcomes for a broad range of highly complex business problems. The Expertise and Skills You Bring<ul><li>Bachelors or equivalent with 10+ years of experience or Masters with 8+ years of experience.</li><li>Significant experience working with business/technology stakeholders to decompose existing processes, recommending changes to existing platforms or techniques, and helping drive business outcomes.</li><li>Expertise coaching others in the process of eliciting alternatives and assessing trade-offs and their impact.</li><li>Excellent situational awareness and EQ to work through countering viewpoints and competing priorities, ensuring we seek the best outcome for the firm and our clients</li><li>Experience crafting roadmaps, grooming backlogs, defining requirements, and structuring work into valuable increments - with a focus on continuous integration, delivery, and inspiring change</li><li>Defines strategies and plans for influencing multiple decision makers.</li><li>Gains agreement on the problem-solving process, risk assessment, decision points, and criteria – developing new approaches and/or frameworks to help support successful delivery of objectives</li><li>Recognized as a strategic thinker and/or someone who is willing to challenge the status quote</li><li>Bachelors or equivalent with 10+ years of experience or Masters with 8+ years of experience.</li><li>Significant experience working with business/technology stakeholders to decompose existing processes, recommending changes to existing platforms or techniques, and helping drive business outcomes.</li><li>Expertise coaching others in the process of eliciting alternatives and assessing trade-offs and their impact.</li><li>Excellent situational awareness and EQ to work through countering viewpoints and competing priorities, ensuring we seek the best outcome for the firm and our clients</li><li>Experience crafting roadmaps, grooming backlogs, defining requirements, and structuring work into valuable increments - with a focus on continuous integration, delivery, and inspiring change</li><li>Defines strategies and plans for influencing multiple decision makers.</li><li>Gains agreement on the problem-solving process, risk assessment, decision points, and criteria – developing new approaches and/or frameworks to help support successful delivery of objectives</li><li>Recognized as a strategic thinker and/or someone who is willing to challenge the status quote</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Team:The Asset Management (AM) Data Strategy and Governance team supports AM efforts focused on advancing and executing against both Fidelity and AM Data Strategies.The Asset Management Data team was formed as a centralized team within Asset Management (AM) to drive a Data First mindset, given the increasing importance of building data strategy into initiatives across all aspects of the organization. The team embraces a spirit of entrepreneurship, collaboration, and innovation as we work together to navigate the data challenges of emerging businesses as well as the modernization of traditional investment and data distribution platforms methodologies.AM Data provides strategic thought leadership, data fluency education, data governance oversight, data quality expertise, data request prioritization and a variety of other utilities to AM. We aim to help simplify engagement, accelerate delivery, integrate business perspective, and improve the quality of all things data. Working closely with leaders across Asset Management and other key Fidelity business groups, we drive a One-AM approach to data investment and priorities for the AM business. <h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director, Data Strategy and Governance

<h3>Job Description:</h3><h3>The Role</h3>The Payroll Tax Analyst is a key contributor to the tax group with growth opportunity. You will work closely with various business units including Human Resources, Corporate Tax and individual business units to deliver tax solutions to meet the needs of the associates and the firm. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider.<h3>The Expertise and Skills You Bring</h3><ul><li>5-7 years of individual tax experience in Big 4 public accounting, multi-state and IRS tax experience, or combination of public accounting and in-house tax.</li><li>Bachelor’s degree in accounting, Finance, Business, HR; Master’s in taxation and/or CPA preferred</li><li>Experience with U.S. withholding taxation and reporting requirements</li><li>Confirmed understanding of tax systems</li><li>Intermediate level in Microsoft Office Tools, specifically Excel and Word</li><li>Experience working with IRS and multi-state taxation jurisdictions is required </li><li>Familiarity with data analytic tools (i.e. Alteryx, Power BI, etc.) </li><li>Experience working in the financial services industry is a plus </li><li>Experience in managing IRS, State and multi-state voluntary disclosures and resolving controversies</li><li>You can meet tight deadlines in a fast-paced environment </li><li>You produce high quality work and can prioritize multiple projects </li><li>You have strong accounting, analytical, problem solving, negotiation, influencing, written and oral skills</li><li>You take initiative while seeking appropriate guidance </li><li>You are detail and process oriented with strong ability to organize and analyze data </li><li>You’re a great collaborator </li><li>You are committed to self-development, continuous learning and career advancement </li></ul><h3>The Value You Deliver </h3><ul><li>Prepare / review Federal and State, withholding tax returns (monthly, quarterly, annual and amended)</li><li>Assist in analyzing relevant legislative changes and effectively communicate implications to management </li><li>Prepare/review/update quarterly and year-end state tax rates</li><li>Respond to inquiries on Federal and state notices </li><li>Identify opportunities to improve and/or automate processes to improve efficiencies and controls.</li><li>Serve as a primary liaison between the company and the state taxing authorities on controversy work, timely communication of significant state examination developments to ensure proper company compliance.</li><li>Preparing and responding to required surveys</li><li>Research, respond and resolve moderately complex associate withholding tax matters. </li><li>Perform/review research and other special projects as necessary to develop knowledge, understanding, and compliance with all applicable tax laws and regulations relating to job duties </li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>The Fidelity Payroll Tax Team is a fast-paced, team-focused, and dynamic work environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax team, you will be joining a group of professionals who always look for ways to provide high quality tax services and continuously develop efficient processes.<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisMost 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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