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<h3>Job Description:</h3><h3>The Role</h3>The purpose of the Sr Manager, HR Data Analytics &amp; Insights is to support our efforts around reporting and analytics, as well as managing critical project work related to our strategy. You will assess current reporting capabilities and tools to establish &amp; implement a roadmap focused on deeper workforce analytics, streamlined/automated reports, as well as overall workforce insights. In this role you will use your expertise and insights to diagnose, implement and consult on workforce trends. You will also work closely with other members of the HR team and Enterprise HR to drive key strategic initiatives in support of key business strategies and goals.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree or equivalent with 5+ years of experience</li><li>Experience in data analysis, advanced reporting or similar quantitative activities</li><li>Experience combining large data sets from various sources to aggregate and analyze</li><li>Ability to build automated, repeatable dashboard and analysis using Tableau or equivalent software</li><li>Microsoft Office expertise required, particularly with Excel and Powerpoint</li><li>Experience with data management tools such as SQL, Tableau, Alteryx</li><li>Familiarity with HR data sources such as workforce data lake, talent and learning data a plus</li><li>Excellent presentation, communication, organization and interpersonal skills</li><li>Demonstrable track record of building executive ready reports/presentations that effectively tell the story</li><li>A curious and confident learner who asks good questions and looks for innovative solutions to improve partnerships and work products</li><li>You have strong organizational skills, attention to detail and quality, and a high degree of expertise with detailed processes and data</li><li>You have an ability to analyze and summarize large quantities of complex, confidential information into impactful insight by senior leaders</li><li>Your ability to manage and prioritize multiple concurrent objectives or activities while meeting deadlines</li><li>You are a collaborative, self-motivated and proactive teammate, who organizes data and builds reports that answer key anticipated question</li><li>Research, capture and analyze HR data on weekly, monthly, quarterly or ad hoc basis</li><li>Conduct and present insightful analyses on major trends, challenges and opportunities and build clear and effective visualizations (dashboard, metrics and PowerPoint presentations)</li><li>Use variety of HR systems, tools and practices to fulfill data requests; build standard and custom executive ready reports and help to tell the story</li><li>Conduct frequent audits of HR data and processes</li><li>Assist and advise with HR team on ad hoc requests as well as establishing self-service options</li><li>Simplify and document HR processes to improve efficiency and results</li><li>Respond to day-to-day reporting and analytics priorities while still making progress on project work</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>On the HR Strategy, Operations and Analytics team within Workplace Investing (WI) Human Resources, we are responsible for driving innovation across the HR function as well as overseeing business and workforce planning including the WI HR multi-year plan, reporting and analytics and special projects. WI Human Resources is responsible for preparing the workforce to meet future business demands, which will require strong adaptable leaders, a new way of organizing our work, and the deliberate movement of our talent.<h3>Company Overview</h3>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverseand inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Sr. Manager, Data Analytics and Insights

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

Senior Manager, Regional Investment Consultant

<h3>Job Description:</h3>The RoleAre you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you curious about being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, digital activity, business financials) in to one cohesive story? Are you ready to drive experimentation &amp; strategic insights to optimize every aspect of the customer’s experience? If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.<h3>The Expertise and Skills You Bring</h3><ul><li>3+ years of experience generating analytical insights to drive strategic business initiatives related to customer acquisition, segmentation &amp; retention, product strategy, and market sizing using analytical tools and programming languages such as SQL, Python, R, etc.</li><li>A cross-functional collaborator who can work across a team with diverse skills and abilities and find success delivering insights from data to a broad audience in a simple, clear, and actionable way to better understand Fidelity's customers.</li><li>Ability to extract, transform &amp; load data into visualization tools (Tableau) as well as tell the story behind the trends, highlighting successes and friction points to inform various initiatives and strategies.</li><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.</li><li>Experience in ownership &amp; accountability designing and maintaining robust, well-structured data assets working with transactional, demographic, operational and voice of customer data.</li><li>Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus</li></ul><h3>The Team</h3>We are looking for an analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. As an indispensable member of Advanced Analytics &amp; Customer Insights, you'll be embedded in Fidelity’s product teams and will work with an agile inter-disciplinary team with a diverse set of skills across analytics, engineering, data science, marketing, product development etc., to optimize and personalize the Fidelity experience.The base salary range for this position is $97,000-185,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

Manager, Advanced Data Analytics & Insights

<h3>Job Description:</h3>The RoleReporting to the Head of Operations and Business Development, you will be responsible for delivering quality solutions for Fidelity Investment Life Insurance (FILI) by supporting the successful planning, execution, and delivery of cross-enterprise insurance related initiatives while ensuring consistency with company strategy, commitments, and goals.The Program Manager works in conjunction with FILI and cross-enterprise leaders at the portfolio and program level to coordinate initiatives by providing oversight from initial assessment through solution launch with an emphasis on business readiness activities. This role will be primarily focused on supporting cross domain work to launch new insurance products, as well as other strategic insurance initiatives across the organization.<ul><li>Organizing, collaborating to set success measures, and monitoring assigned initiatives to support the organization’s key objectives</li><li>Partnering with cross-functional teams—including Actuarial, Underwriting, Product, Operations, and Technology—to ensure alignment and integration of deliverables across domains</li><li>Working with program/initiative teams to manage issues and risks throughout project lifecycle</li><li>Facilitation of initiative business readiness activities including planning and deployment of product improvements</li><li>Providing status updates on a regular basis to FILI leadership and key partners for assigned initiatives</li><li>Identifying and implementing process improvements to enhance program delivery efficiency, stakeholder engagement, and overall initiative outcomes</li></ul>The Expertise and Skills You Bring<ul><li>5-7 years of related program management experience in financial services, systems development, product development, and/or project/program management</li><li>Bachelor’s degree required</li><li>Experience with insurance is a plus</li><li>Experience in Agile/Scrum, SAFe, and Six Sigma is beneficial</li><li>Ability to understand sophisticated business environments and interdependent relationships for business requirements</li><li>Well-demonstrated leadership skills, a strong sense of ownership, and dedication to results</li><li>Change Management leadership including leading teams through resistance to change</li><li>Ability to lead, direct, and empower product and technology team members without formal management authority</li><li>Strong consultative, listening, communication and problem-solving skills</li><li>Critical thinker with good judgment and initiative</li><li>Strong interpersonal skills, including the ability to work across the organization and influence at all levels of management and peers</li><li>Excellent command of verbal and written communications</li><li>Highly organized with ability to meet internal goals</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThis role will be a critical member within FILI’s Operations and Strategy team. FILI is responsible for providing financial products that help Fidelity’s investors achieve lifetime financial goals. Having annuity and life insurance solutions as options is a strategic advantage for Fidelity’s Brokerage and Wealth Management business units. Our products help ensure our clients do not outlive their assets in retirement, safeguard portfolios from market volatility and protect against premature death.The base salary range for this position is $103,000-211,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Program/Project Management

Director, Program Manager, Fidelity Investments Life Insurance

<h3>Job Description:</h3>Vice President – Background InvestigationsThe RoleAs Vice President within Fidelity’s Investigations program, you will lead a high-performing team responsible for conducting comprehensive global background investigations for new and existing associates as well as other sensitive investigative matters. Operating in a dynamic, fast-paced environment, you will apply deep investigative expertise while collaborating across business units to ensure thorough vetting and risk mitigation.This leadership role is pivotal in shaping the strategic direction of the investigative function, driving operational excellence, and ensuring alignment with regulatory and organizational standards. You will oversee investigative operations, consult with key stakeholders, and contribute to firm-wide security initiatives.Key Responsibilities:<ul><li>Lead and manage a team of talented investigators, providing strategic direction and subject matter expertise</li><li>Oversee global background vetting processes and ensure investigations are conducted with integrity, accuracy, and efficiency</li><li>Collaborate with stakeholders across Legal, Risk, HR, Technology, and Operations to address complex investigative matters</li><li>Drive modernization efforts, including the adoption of new technologies and methodologies to enhance investigative capabilities</li><li>Serve as a trusted advisor on sensitive organizational issues and regulatory concerns</li><li>Monitor performance against key metrics (KPIs), identify areas for improvement, and implement process enhancements</li><li>Ensure cost-effective operations while maintaining high standards of compliance and investigative rigor</li><li>Deliver strategic leadership and investigative excellence across the firm</li><li>Enhance operational effectiveness and drive continuous improvement</li><li>Lead modernization initiatives to evolve investigative processes and tools</li><li>Build strong partnerships and influence key decisions across business unit</li></ul>The Expertise and Skills You Bring<ul><li>At least 10-15 years of experience in investigations, security, risk management, compliance, or related fields</li><li>Proven leadership in managing investigative teams and complex casework</li><li>Exceptional verbal and written communication skills</li><li>Expertise in investigative techniques, analysis, and regulatory frameworks</li><li>Deep understanding of onboarding procedures and regulatory requirements impacting background investigations</li><li>Strong operational and process management capabilities</li><li>Excellent relationship-building skills</li><li>Ability to navigate sensitive organizational dynamics with discretion and professionalism</li><li>Experience leading large-scale, transformational initiatives</li><li>Demonstrated ability to influence senior stakeholders through strategic insight and collaboration</li><li>Bachelor’s degree or equivalent required</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe base salary range for this position is $118,000-226,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Security

Vice President, Security Investigations

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety.You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Services Representative - Providence, RI

<h3>Job Description:</h3>Risk Manager – Green Pier RiskWe’re looking for a highly motivated individual contributor to join the Green Pier Risk Support team. As a Risk Manager, you’ll conduct control testing, identify and mitigate risks, and support business initiatives within the Green Pier Digital Broker Dealer. You’ll also contribute to specialized risk programs, including developing innovative solutions to enhance and automate control testing and creating senior-level reporting.Green Pier is a new fintech-friendly broker dealer and clearing firm incubated under FCAT (Fidelity Center for Applied Technology) proving platform-level support for financial startups in areas such as order execution, portfolio construction and decentralized finance. Responsible for analyzing and implementing the control testing and operational risk monitoring program which applies systematic risk controls across asset classes to Fidelity’s Green Pier business unit. This role blends knowledge and curiosity of trading markets and operations with quantitative skills in a fast-paced environment and faces off to senior leaders in Green Pier, technology and compliance. This is a unique opportunity for a curious and adaptable professional to collaborate across business lines and help shape a growing function focused on operational and regulatory risk.The TeamThis newly formed role offers the chance to be a founding member of a high-impact team. You’ll help define the direction of the work, bring creative ideas to life, and build a foundation for future growth. You’ll work independently and collaboratively, challenging norms and driving innovation with a mindset that values pace over perfection.This position provides broad exposure to critical areas of the business and an opportunity to develop strong risk management skills.The Expertise You Have<ul><li>3-5 years of relevant experience at a broker dealer, bank, or transfer agency</li><li>Background in risk management, audit, control testing, compliance, or regulatory examination</li><li>Familiarity with brokerage operations and digital offerings is a plus</li><li>Strong analytical skills and understanding of risk impacts</li><li>Expertise in Microsoft Office (Excel, PowerPoint, Word)</li><li>Working knowledge of reporting/visualization tools (Tableau, Power BI, Alteryx, Snowflake)</li><li>Strong verbal and written communication skills</li><li>Ability to lead meetings and discussions with senior leaders</li><li>Experience managing multiple tasks and competing priorities</li><li>Collaborative team player who takes initiative and communicates effectively</li></ul>The Skills You Bring<ul><li>Ability to thrive in a fast-paced environment</li><li>Strong organizational and multitasking capabilities</li><li>Analytical mindset with attention to detail and problem-solving skills</li><li>Familiarity with control design and operational risk assessment</li><li>Interest in applying technology-based solutions to testing and assessment</li><li>Ownership and accountability in delivering results</li><li>Ability to drive initiatives independently from start to finish</li><li>Effective collaboration with internal and external partners</li><li>Sound judgment in recognizing issues and escalating risks</li><li>Clear and concise communication of complex information</li></ul>The Value You Deliver<ul><li>Conducting risk assessments to evaluate risk profiles and drive risk reduction</li><li>Facilitating walkthroughs, working sessions, and discussions to complete assessments</li><li>Analyzing complex processes and data to identify risk areas and control gaps</li><li>Applying data-driven approaches to regulatory testing assignments</li><li>Managing multiple projects and responsibilities within timelines</li><li>Identifying strategies to improve and streamline control testing programs</li><li>Promoting a culture of risk awareness and building strong relationships across the business</li></ul>Company OverviewAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverseand inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.<h3>Certifications:</h3><h3>Category:</h3>RiskMost 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.

Risk Manager Green Pier

<h3>Job Description:</h3>Investment Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we offer a collaborative, competitive and high energy sales environment. The ISA role will prepare and expose you to many facets of financial services and investment products. If you love working with people, have a strong interest in financial services, seek aggressive skill development, with built in opportunities for progression and promotion, this is the job for you!The Expertise We’re Looking For<ul><li>Bachelor’s degree</li><li>Series 7 &amp; Series 63 licenses required (may be attained in role)</li><li>Experience in financial services and sales is helpful, but not required</li><li>Commitment to growing technical knowledge of the financial industry</li><li>Passion for capital markets and investment products</li><li>Aptitude and dedication for constant learning and self-improvement</li><li>Team player, confident, and self-motivated</li><li>Excellent communicator, excited to engage clients</li><li>Appreciate the challenge of working in a goal and results oriented environment</li></ul>As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client’s financial goals. You will have the opportunity to grow your foundational knowledge of the financial industry.The Investment Sales Development Program is a multi-year development program that is crafted with several distinct phases to help you grow your foundational knowledge of the financial industry while developing vital skills. In each phase you will be working with our intermediary clients to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotion, based on exhibited command of competencies. The three phases within the program: <ul><li>Licensing, training, and supporting financial advisor investment product inquiries</li><li>Pro-active client engagement to initiate new client relationships and sales opportunities</li><li>Sales territory ownership with an external sales partner, to drive investment product sales</li></ul>Throughout the 12-18 months of the ISA Role and then in further stages of the development program, you will focus on building the following skills &amp; knowledge: <ul><li>Capital Market and Investment Product Knowledge</li><li>Sales Process and Sales Territory Management</li><li>Consultative Presentation Capabilities</li><li>Financial Advisor and Intermediary Eco-System</li></ul>The Skills You Bring<ul><li>Your robust consultative selling, influencing and communication skills</li><li>A learner mindset, with determination for extensive skill development</li><li>Ability to develop technical depth in financial markets and investment product</li><li>Additive (or leader) to a competitive, collaborative, energized team</li><li>Organized, with ability to multitask, prioritize, and adjust to change</li><li>Proven capability to be proactive and demonstrate initiative</li><li>Receptive to feedback and coaching</li><li>Thrive in team-based sales environment</li><li>Take initiative and strive to exceed expectations</li><li>You provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independence</li><li>You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices</li><li>Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, support our culture of inclusivity</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.Compensation/Career Progression<ul><li>ISAs earn up to 74K annually. This encompasses base salary, performance bonuses and incentive bonuses for training milestones.</li><li>After the 12-18 months of training, employees are eligible for in-line promotions to Regional Investment Consultant (RIC) and Senior RIC. At these levels, your earning potential is at least 95K and 115K, respectively. The salary at these levels includes a base salary and an uncapped commission target.</li><li>Upon completion of the Investment Sales Development Program, you’re eligible to move into senior-level sales roles across Fidelity!</li></ul><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.

Investment Sales Associate - January 2026 (Smithfield)

<h3>Job Description:</h3>The RoleAre you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you intrigued by being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, digital activity, business financials) in to one cohesive story? Are you ready to drive experimentation &amp; strategic insights to optimize every aspect of the customer’s experience? If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.The Expertise and Skills You Bring <ul><li>Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus</li><li>5+ years of experience generating analytical insights to drive strategic business initiatives related to customer service, distribution analytics and opportunity activation leveraging analytical tools and programming languages such as SQL, Python, R, etc.</li><li>A cross-functional collaborator who can work across a team with diverse skills and abilities and find success for Fidelity and our customers, delivering insights from data to a broad audience in a simple, clear, and actionable way.</li><li>Bringing a data-driven approach to decision making through experimental design and practical application</li><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.</li><li>Experience in designing and developing dashboards &amp; reports of customer-level data using Tableau, Power BI, Qlik etc.</li><li>Experience with digital analytics, Natural Language Processing (NLP) or behavioral data a plus.</li></ul>The TeamWe are looking for analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. As an indispensable member of Advanced Analytics &amp; Customer Insights, you'll be embedded in Fidelity’s Brokerage business unit and will work with an agile inter-disciplinary team with a diverse set of skills across analytics, engineering, data science, marketing, product development etc., to optimize and personalize the Fidelity experience.The base salary range for this position is $107,000-216,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

Senior Manager, Advanced Data Analytics and Insights

<h3>Job Description:</h3>The RoleCorporate Risk is seeking a hardworking professional to join the team! In this role, you will help build an effective Sarbanes Oxley 404 testing program for emerging products at Fidelity. You will personify the Fidelity Leadership Principle of ‘thinks and works across Fidelity’.The group overseeing SOX 404 requirements has defined protocols for conducting control examinations and evaluating the adequacy and efficiency of controls, compliance, and governance protocols. Within the SOX 404 group, this role coordinates the Sarbanes Oxley 404 initiative, including planning, control testing, risk mitigation, building business relationships, reporting metrics, participating in team projects, and mentoring team members.The Expertise and Skills You Bring<ul><li>Bachelor's degree or equivalent experience in accounting or related field, CPA preferred</li><li>6+ years industry experience, including audit or financial services risk management.</li><li>Knowledge of accounting practices and financial services industry.</li><li>Fund accounting and operations knowledge, specifically related to alternative investments, preferred.</li><li>Previous exposure to Sarbanes Oxley 404 compliance, internal control over financial reporting, financial risk, and operational risk.</li><li>Knowledge of investment management practices and strategies, particularly within the alternative or digital assets space a plus.</li><li>Proven problem solving, analytical, organizational, and project management skills.</li><li>Ability to influence others to get the job done and partner with other areas of Fidelity.</li><li>Thrives in a dynamic organization where priorities shift to respond to business needs.</li><li>Accountable for delivering results in an accurate and timely manner.</li></ul><ul><li>Strategic problem solver who approaches work with an open mind and recommending improvements to mitigate risks and drive positive change.</li><li>Standout colleague who possesses the ability to work with internal business partners to inspire change, improve the efficiency and effectiveness of risk management processes.</li><li>Builds strong and expansive working relationships, in person and virtually, with business partners and colleagues.</li><li>Ability to manage several tasks; and provide supervision and direction to less experienced associates.</li><li>Excellent verbal and written communication skills enabling you to prepare and present recommendations to partners and senior management.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamCorporate Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Corporate Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. The base salary range for this position is $89,000-180,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Risk

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