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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Fund Research Analyst position offers a valuable opportunity to learn and excel within the Fidelity Institutional Wealth Adviser (FIWA) Research team. The role involves conducting investment manager due diligence research; as well as supporting initiatives from partners within the organization. The core responsibilities include:</p><p>Primarily, conducting manager research/ongoing due diligence of actively managed fixed income investment strategies, including mutual funds, separately managed accounts (SMAs), and other investment vehicles. You will lead due-diligence meetings with portfolio managers to discuss their investment philosophy and process, their team’s investment biases, and their strategy’s risk and return characteristics among others. You will use appropriate analytical and research tools to conduct independent and thorough research. The objective is to combine qualitative and quantitative analysis to evaluate the manager’s skills and identify key performance drivers and potential risks. You will document your evidence-based research and analysis, and be able to make appropriate recommendations.</p><p>Additionally, providing support for key partners including Workplace Investing, Model Portfolios, Fidelity Managed Account Exchange (FMAX), and others.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s Degree required, Masters and/or CFA credential preferred (or progressing towards CFA charter); Series 7 and 63 licenses a plus</p></li><li><p>Sound analytical mind-set; and communication skills (verbal and written)</p></li><li><p>2-5 years of relevant experience, and good understanding of investment products. Ideally prior experience in manager research covering actively managed fixed income mutual funds, SMAs and other investment vehicles.</p></li><li><p>Strong expertise in manager research/analytical tools (such as Morningstar, FactSet, eVestment) preferred.</p></li><li><p>Proficient in Word, Excel and PowerPoint.</p></li><li><p>Ability to manage time effectively and meet concurrent and frequent deadlines.</p></li><li><p>Independent but also able to balance independence with team work and collaboration.</p></li><li><p>10-20% national travel required</p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team</strong></p><p>FIWA Research team provides superior fund analysis and investment thought leadership to the Fidelity Workplace Investing and Fidelity Institutional client-facing teams, as well as institutional clients including retirement plan sponsors and investment advisors. The FIWA Research team prepares and distributes analysis of fund performance and investment strategies to Fidelity's institutional clients.</p>The base salary range for this position is $80,000-153,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Fund and Research Analysis

Fidelity Investments

Fund Research Analyst

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as 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 Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $70,000 - $105,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant- Brea, CA

<h3>Job Description:</h3><p>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.</p><p><strong>The Role</strong><br>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:</p><ul><li><p>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</p></li><li><p>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</p></li><li><p>The territory is currently constructed to cover both Broker/Dealer and RIA Representatives in the Boca Raton to Miami markets.</p></li><li><p>You would be required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.</p></li></ul><p><br><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s Degree required</p></li><li><p>Series 7 and 63 required</p></li><li><p>CIMA or CFA desired</p></li><li><p>Passion for the financial or investment management industry</p></li><li><p>5 years of field sales experience, working within Financial Services Industry highly preferred</p></li><li><p>Outstanding communication, negotiation, decision making and multi-tasking abilities</p></li><li><p>Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</p></li><li><p>Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</p></li><li><p>Excellent interpersonal skills that translate into a positive client experience</p></li><li><p>Passion for sales and the ability to uncover and qualify new opportunities</p></li><li><p>Commitment to constant self-improvement and exhibit a competitive drive</p></li><li><p>Ability to thrive in our fast-paced environment and enjoy being part of a strong team</p></li><li><p>High aptitude to learn new things quickly and adapt to new situations</p></li><li><p>Effective consultative sales and presentation skills</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position ​</strong></p><p><strong>The Team </strong></p><p>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.</p><p><strong>Must live in the territory. </strong></p>The base salary range for this position is $70,000 - $175,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><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><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</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><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</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>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul>The base salary range for this position is $61,000 - $80,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Relationship Manager - Highland Park, IL

<h3>Job Description:</h3><p>Investment Consultant</p><p>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.</p><p>The Purpose of Your Role</p><p>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.</p><p>The Expertise We’re Looking For</p><p>· Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p><p>· 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</p><p>· 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</p><p>· Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p><p>· 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!</p><p>The Skills You Bring</p><p>· You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p><p>· Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p><p>· You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p><p>Our Investments in You</p><p>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!</p><p>The Value You Deliver</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales<p>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.</p><p>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.</p>

Investment Consultant - Greenville, SC

<h3>Job Description:</h3><p>Director, TRS Helpline</p><p>The Role</p><p>The TRS Director will lead a team of Compliance Analysts overseeing high-volume client service channels including phone, chat and service requests who guide our defined contribution clients through various governmental requirements like nondiscrimination testing, Form 5500/8955-SSA filings and calculating employer contributions across various market segments. Our ideal candidate will lead and assist associates in delivering outstanding client service and expertise to 401(k) plan sponsors and internal colleagues like the Managing Director, CSA, and CSM.</p><p>The Expertise and Skills You Bring:</p><ul><li><p>Call Center and Operations management</p></li><li><p>Leadership and mentoring experience</p></li><li><p>Knowledge of 401(k) plans and the various rules and regulations surrounding plan administration</p></li><li><p>Bachelor's degree or equivalent experience</p></li><li><p>Experience identifying process improvements and working with the team and partners to implement ideas</p></li><li><p>Ownership and advocacy for issue resolution and problem solving.</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p>The Team</p><p>The TRS Compliance Analysts on this team lead clients through complex regulatory endeavors and serve as the primary point of contact for our plan sponsors as they navigate through the requirements to maintain a qualified retirement plan. They assist clients primarily through inbound client phone calls, chats and also XTRAC/service requests for support. You will help the associates solve problems and coordinate with internal business partners to deliver on our client's expectations.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance<p>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.</p><p>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.</p>

Director, TRS Helpline

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

Sr. Manager, Data Analytics and Insights

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>The Quantitative Strategist will be responsible for both improving the performance of trading algorithms to meet client objectives and supporting platform analytics.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><p>A bachelor’s degree in computer science, mathematics, or related field</p></li><li><p>Hands on programming experience</p></li><li><p>Experience self-building low-cost tooling to solve problems and improve your own working efficiency</p></li><li><p>Familiarity with UNIX systems and time series data structures</p></li><li><p>Ability to tell stories with data, leveraging Tableau and other data visualization tools</p></li><li><p>Series 7, Series 63, and Series 57 will be required within 6 months of hiring</p></li><li><p>Strong analytical and problem-solving skills</p></li><li><p>Working knowledge of modern statistical concepts used by data scientists, including visualization techniques using Python, R, or KDB</p></li><li><p>Familiarity or eagerness to learn trading, equity market microstructure, and execution algorithms</p></li><li><p>Demonstrated ability to prioritize issues, work efficiently, and independently</p></li><li><p>Effective verbal and written communication skills appropriate to all levels of internal and external customers</p></li><li><p>You bring a strong team orientation and ability to function as a team player</p></li><li><p>Becoming a trusted partner with our clients through thoughtful consultation and relationship building</p></li><li><p>Designing trading solutions that address our clients’ most complex portfolio implementation and trading challenges</p></li><li><p>Improving client satisfaction to ultimately drive revenue to Electronic Trading team</p></li></ul><h3><strong>The Team</strong></h3><p>The Quantitative Strategist will join a team of experts responsible for delivering and optimizing bespoke equity trading solutions for asset managers and hedge funds. You will work closely with various teams including sales, product owners and other quantitative strategists to drive revenue. Teamwork, communication, and organization skills are essential for a successful candidate. In close collaboration with fellow quantitative strategists and technologists, you will research, develop, and deploy novel trading algorithms to improve trading efficiency for our clients. You will also leverage your data and programming expertise to drive scalable analytics efforts across the trading platform.</p><h3><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></h3>The base salary range for this position is $126,000-255,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 57 - FINRA, Series 63 - FINRA<h3>Category:</h3>Data Analytics and Insights

Director, Quantitative Strategist

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>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</p></li><li><p>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</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>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!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><p>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.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $59,000 - $74,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Washington, DC

<p>Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.</p><p>Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.</p><p>We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: <strong>Do good. Be good. Make good.</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><h4>Role Summary&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</h4><p>Are you looking to begin your Compliance career with an opportunity to join Life &amp; Annuity Compliance?&nbsp; We are seeking a talented individual who is passionate about continuing to develop their professional expertise through learning more about Compliance and how what we do applies to other organizational processes.</p><p>The successful candidate will become part of the Regulatory &amp; Risk Guidance (“R&amp;RG”) team and will complete routine assignments to coordinate the workflow of all four Life &amp; Annuity Compliance teams and perform anti-money laundering (“AML”) transaction monitoring processes.&nbsp; In this role you will primarily communicate with your immediate supervisor, other team leaders, and peers.&nbsp;</p><p>As part of our team, you will have the opportunity to apply the skills you have already gained through your work experience, while continuing to grow your business and compliance knowledge as you take the next step in your career journey.&nbsp; The main products handled by the Company are fixed life insurance, including indexed universal life insurance, along with living benefits, and fixed annuities, including fixed indexed annuities.</p><p>This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days.&nbsp; Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</p><h4>Essential Duties and Responsibilities</h4><ul><li>Accountable for the daily intake, logging, and assignment determination of all incoming Life &amp; Annuity Compliance advertising requests, complaints, sales practice referrals, and fraud referrals.</li><li>Contribute to the research, analysis, solution, and response to AML transaction monitoring applying acquired skills and theoretical knowledge to standard procedures.</li><li>Use knowledge and skills for routine and ad-hoc tasks within internally established time standards.</li><li>Work under general supervision with work reviewed periodically.</li><li>Build relationships with internal peers.</li><li>Handles routine assignments and identifies the need for exception to standard practices.</li><li>Understands NLG values and Servant Leadership Tenets and actively integrates principles into daily work life.</li><li>All other duties as assigned.</li></ul><h4>Minimum Qualifications</h4><ul><li>3 years Total Combined post-secondary education and relevant work experience.<ul><li>3 or more years related work experience and a High School Diploma, OR</li><li>1 or more years related work experience and an Associate's Degree, Technical/ Trade School Certificate, or 2 or more years college-level coursework.</li></ul></li><li>Proficiency in Microsoft Office Suite.</li><li>Ability to provide exceptional customer service through empathy, listening, and understanding client needs.</li><li>Demonstrate tact and professionalism and the ability to interact with individuals.</li><li>Excellent written and verbal communication skills.</li><li>Ability to work in a fast-paced environment, with a high degree of accuracy.</li><li>Ability to maintain confidentiality on sensitive matters.</li><li>Strong organizational, time management, qualitative, and analytical skills.</li><li>Effectively work in a team environment, closely collaborating with multiple teams and peers.</li><li>This position currently offers an onsite work schedule, with the expectation that you are in the office four days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.&nbsp; The work schedule type and core days are subject to change with advance notification and manager discretion.</li></ul><h4>Preferred Qualifications</h4><ul><li>Basic fixed life insurance and annuity experience.</li></ul><h4>Benefits</h4><ul><li>Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!</li></ul><p><strong>Base Pay Range</strong>.&nbsp; The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.</p><p><strong>Additional Compensation and Benefits</strong>. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.</p><p>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.</p>Hourly Pay Range$20—$29 USD<p>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</p><p>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.</p><p>Social Media Policy</p><p>Site Disclosure and Privacy Policy</p><p>National Life Group</p><p>1 National Life Dr</p><p>Montpelier, VT 05604</p>

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