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<h3>Job Description:</h3>Manager, Research and InsightsFidelity Charitable is looking for a customer obsessed data analyst and program manager to oversee our customer experience insights program, turning data into insights and driving those insights into business actions. This role is made for candidates who enjoy research and analysis and who also want to work with people and advocate for customer needs.The Role <ul><li>Managing our customer experience feedback programs:</li><li>Maintaining our net promoter score survey and system across Fidelity Charitable donors, advisors, and nonprofits, including programming and maintaining surveys, managing email sends, monitoring technology infrastructure, and developing results reporting.</li><li>Conducting data analysis and synthesizing data inputs from multiple listening posts and feedback mechanisms to create insights-driven reporting for business stakeholders. Data sources include feedback surveys, qualitative and quantitative primary research, internal data, customer conversations, and secondary research. </li><li>Acting as the day-to-day contact for organizational questions and input regarding the customer experience feedback program. Working to continuously improve programs.</li><li>Maintaining text analytics programs</li><li>Developing and maintaining insights analysis dashboards for the team and the organization, visualizing and analyzing customer feedback. Working with stakeholders across the business to understand needs and use cases, then developing dashboard solutions. </li><li>Performing data analyses in response to research requests or to uncover business improvements. Interpreting and helping communicate key findings.</li><li>Contributing to additional qualitative and quantitative strategic research initiatives as needed, including supporting the growth of the marketing insights function and driving the adoption of existing insights across a rapidly growing organization.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelors’ degree and 3+ years of experience in marketing research, insights, customer experience programs, data, and/or business analytics or consulting; requires some experience in project or program management.</li><li>Research and quantitative analysis skills; ideally a familiarity with marketing and customer research. </li><li>Excellent verbal and written communication skills.</li><li>A learning mindset – you actively seek new ways to help the team stay ahead of business objectives, bring new vendors / methodologies to the table, stay on top of best practices.</li><li>Ideally experience with Salesforce, Qualtrics (or similar survey platforms), and Tableau</li><li>Experience with NPS/CX a plus.</li><li>Nonprofit, philanthropic, or financial services background advantageous but not required.</li><li>You are a skilled and self-directed project manager who thrives in a small team environment; you can proactively oversee and execute end-to-end projects with limited inputs.</li></ul>The TeamThe customer insights manager will be part of a small dynamic team that sits within Fidelity Charitable marketing. In addition to the marketing team, the insights manager will work most closely with technology, business analytics, service delivery, and fundraising teams.Note: Fidelity is not providing immigration sponsorship for this positionCompany Overview Fidelity Charitable’s mission is to make charitable giving simple, accessible, and effective. Your work will drive our growth through customer obsession; with a rapidly expanding donor base and program offerings, your work will help ensure we have our finger on the pulse of customer sentiment.The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising <h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Fidelity Investments

Manager, Data Analytics and Insights

<h3>Job Description:</h3>The RoleAre you a self-starter and committed to delivering results that delight customers with outstanding customer solutions?We are seeking someone who enjoys working with internal and external teams to deliver outstanding Cash Management products and services! The associate will focus in the Cash and Money Movement Product Area within the Payments/Cash Management Squad, part of the Business Enablement Chapter.The role is can be hired at Senior Analyst or Consultant level, depending on skills. Responsibilities of the job will include the following:<ul><li>Working on key initiatives related to modernizing the experience and innovating new mobile experiences related to cash and payments.</li><li>Active participation in defining requirements, understanding business &amp; technology needs, and writing Agile stories to help advance the infrastructure and assist with system &amp; process improvements</li><li>Participating in and leading readiness and rollout activities related to production releases</li><li>Performing business testing focused on new functionality, operational processes, and end user experience</li><li>Implementing, measuring, and applying metrics &amp; data to aid in identifying enhancement and improvement opportunities</li><li>Participating in the prioritization of the squad work (in partnership with Squad Leader &amp; Scrum Master) to deliver value based on an understanding of business and system needs</li><li>Helping to conduct key research and analysis to prioritize squad work</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree or advanced degree with minimum of 4+ years professional experience and possesses good understanding of Fidelity’s product/services and operational processes. Experience with cash management and/or card experience is a plus</li><li>Familiarity with Agile process &amp; tools including possessing good story-writing skills. Synthesizing requirements and business needs into full Agile stories</li><li>Has a strong affinity for business and systems analysis, data analysis, and system &amp; process improvement work. Business insight, technical insight, and analytical abilities that allows you to make decisions and define work based on data and trends</li><li>Embrace working within a team of associates with a diverse skills, including working directly with a Development Team, Operations Team, Distribution Team, 3rd Parties, Legal Team, and other business partners</li><li>Proven background in product management, project management, analysis, and process improvement</li><li>Possesses the ability to work &amp; act independently, multi-task, influence others, and maintain a positive can-do demeanor. Tight-knit collaboration, communications, organization, and presentation abilities</li><li>Possesses strong skills in JIRA, Mural, PowerPoint, and Excel</li></ul>Note: Fidelity will not provide immigration sponsorship for this positionThe TeamFidelity’s Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the spending and saving needs of both new and existing customers.<h3>Certifications:</h3><h3>Category:</h3>Business Analysis, Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Senior Analyst or Consultant, Cash Management Squad Member Business Enablement

<h3>Job Description:</h3>The TeamThe Senior Compliance Advisor role resides in Testing and Reporting Services (TRS) within Workplace Investing (WI). TRS provides and completes Employer Calculations and Additional Testing (ECAT), Plan Year End Summary Reporting, Minimum Coverage and Nondiscrimination Testing, Form 5500 completion and Audit Support for the plan’s year-end audit. The Compliance Advisor will provide regulatory support and mentorship for TRS Associates and their associated Plan Sponsors. In this role, you will assist associates with general daily support, regulatory questions, and preparation for conversations with Plan Sponsors, legal counsel, and internal business partners surrounding regulatory requirements, results delivery and Compliance Consultant support. A small amount of production may be required.<h3>The Expertise You Have</h3><ul><li>Bachelor’s Degree Required</li><li>5+ years of Defined Contribution client service experience required including consultation, ability to lead through intensified issues, provide sales support and assist in implementing services.</li><li>4+ years of Defined Contribution nondiscrimination testing experience preferred</li><li>ASPPA credentials - QKA, QPA preferred</li></ul><h3>The Skills You Bring</h3><ul><li>In-depth nondiscrimination testing experience</li><li>Can review test results and efficiently gain understanding of a plan’s design</li><li>Understanding of the Employee Plans Compliance Resolution System (EPCRS), and how to apply EPCRS rules to plan corrections</li><li>Can discuss and explain complex regulatory topics with any audience, tailoring your delivery to the audience</li><li>Collaborate with Plan Sponsors and internal business partners to build consensus</li><li>Multitask client work, internal project work, and other responsibilities</li><li>Strong organization skills and keep detailed records of your work</li><li>Can manage at-risk client relationships</li><li>Research topics independently and deliver solutions to complex regulatory issues</li><li>Communicate optimally, work well in a team environment, and possess good presentation skills.</li><li>Possess phenomenal problem-solving skills including the ability to manage advanced issues.</li><li>Have the ability to negotiate and influence.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.<h3>The Value You Deliver</h3><ul><li>Supporting internal (Associates, Compliance Consultants, Managing Directors, and Sales) and external (Plan Sponsors, Outside Legal Counsel, Advisors) business partners with annual compliance concerns, regulatory knowledge and experiences.</li><li>Educating clients regarding their year-end compliance responsibilities and consulting with clients on year-end compliance outcomes.</li><li>Leading the testing service team to find solutions when complex issues or errors arise.</li><li>Assist in setting accurate expectations for new clients (sales) and plan sponsor contacts</li><li>Building the confidence of clients in Fidelity’s services by offering solutions to test failures</li></ul><h3>Certifications:</h3><h3>Category:</h3>ComplianceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Senior Compliance Advisor

<h3>Job Description:</h3><h3>The Role</h3>Do you have a desire to bring your experience with the exciting crypto and digital assets industry to a top financial services firm? Are you also looking for a position to grow your business and auditing skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the industry? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an Audit Senior Manager working with a team dedicated to Fidelity’s digital asset businesses, you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm.<h3>The Expertise and Skills You Bring</h3><ul><li>7-10 years of crypto native or financial/professional services experience; auditing experience a plus, but not required.</li><li>Undergraduate degree in multiple fields of study accepted.</li><li>Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership.</li><li>Ability to work simultaneously on multiple tasks and lead team priorities and workload.</li><li>Strong problem solving and analytical skills.</li><li>Working knowledge of audit practices, tools, techniques, concepts, and trends is a plus</li><li>Commitment to innovative, collaborative, and digital working style.</li><li>Strong presentation, written, and interpersonal communication skills.</li><li>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.<h3>The Team</h3>The Audit Senior Manager will be responsible for leading business and/or integrated audits in support of Fidelity’s digital assets and other businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to:<ul><li>Works with business and technology management to build a deeper understanding of risks and controls specific to digital assets custody, trading, wallet structure, key management, and emerging products and services.</li><li>Reviews end-to-end business processes and supporting technology workflows prepared by the team to ensure they capture risks and controls embedded throughout the function.</li><li>Leverages audit automation tools in the evaluation of business operations and systems.</li><li>Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results.</li><li>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies.</li><li>Reviews audit reports drafted by the team to ensure issues identified, including resulting management action plans, are clearly described and include related implications to the business or enterprise as a whole.</li><li>Coaches and mentors Analysts and Senior Analysts on the team.</li><li>Builds deep working relationships with audit teams and clients.</li></ul><h3>Certifications:</h3><h3>Category:</h3>AuditFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Audit Senior Manager, Digital Assets

<h3>Job Description:</h3>The RoleDo you want to make a difference and be part of a highly collaborative, cross-functional team committed to providing expertise to address and support prioritized strategic business needs and enable successful execution?As a Product Delivery Director, you will blend deep knowledge and practice of product strategy, product management expertise, and provide leadership to bridge between strategy and execution by connecting strategic objectives to business value. Leading teamwork efforts with partners, and colleagues to efficiently communicate the business vision, purpose, and objective, you will articulate and document an optimum approach for delivering a strategic objective’s business value (with a focus on the 'what' is delivered vs. the 'how'). You will own the effort to model the decomposition of product capabilities and features as well as assist in leading initiatives with a diverse scope. And by also acting as the main interface between end users, product management, and the information technology organization, you will use your skills to influence a matrixed project team.There are two primary principles of being a great Product Delivery Director in the Product Strategy and Solution Planning Center of Excellence: · Strategy: Establish a focus on product vision, mission, and positioning. Defining product objectives and goals by conducting Discovery and Business Case assessments. · Solution Planning: Demonstrate how capabilities, processes, organization, and information fit together to achieve objectives. Establish a focus on the 'what' is delivered vs. the 'how.'The Expertise and Skills You Bring· Bachelor’s degree in Computer Science, Engineering, Management Information Systems (STEM) required, Master’s preferred· Experience developing business cases and ability to facilitate incorporating business capability needs analysis into product development proposals and funding requests.· Proven understanding of business models and how they relate to customer needs that translate into improved capabilities. Specific experience in financial services and/or brokerage business models is a plus.· Proven leadership in various business analysis methodology skills and techniques, including data analysis, use case development, persona mapping, and product documentation.· Proven ability to drive product strategy and vision through evaluation of business needs, market exploration, and ideation to enhance existing or incubate new offerings.· Apply solution planning techniques including business capability mapping, value stream mapping, and business process modeling.· Ability to facilitate diverse groups of people to move towards solutions while influencing key decision-makers based on analysis findings.· Develop implementation strategies that account for organizational change, service model disruptions, client/customer environment impact points, and overall risk mitigation.· Typically, &gt; 7 years of experience working within a product management team focused on delivery, technology, and software development. Must possess good analytical skills and technical aptitude.· Exceptional communication and influence skills· Demonstrate a grow-and-learn mindset to advance skills and standards and approach the work with a constant learning curiosity to keep current and be able to keep your team current on skills by teaching/leading / sharingNote: Fidelity is not providing immigration sponsorship for this position.The Team This is an excellent opportunity to join the Fidelity Institutional (FI) Product Solutions and Strategy team’s Center of Excellence (CoE) and work on strategies and business solutions to drive the FI business forward. The CoE partners with Domains and Product Area Leaders to deepen their product strategies and determine/organize business solution thinking in a structured way to accelerate future execution plans.#Product Management#Business Architecture#Product SolutionsCompany 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 diverse 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. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we are calling “Dynamic Working.” Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for five consecutive business days per week, every other week. These requirements are subject to change at any time.Reminder: Per the Dynamic Working Policy, approved exceptions will be reviewed annually, or when the associate accepts a new role, whichever comes first.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Director, Product Delivery

<h3>Job Description:</h3>The RoleThe Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to Westlake, TX regional Center.The Expertise and Skills You Bring<ul><li>Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation</li><li>10 -12 years overall work experience with 4 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>FINRA Series 7 and 66 obtained within 90-days of employment</li><li>Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>Retirement, financial, investment, and insurance planning preferred</li><li>Effective at providing and receiving coaching and mentorship</li><li>Thrives in a team environment to provide an exceptional client planning experience</li><li>Communicates complex subjects clearly and effectively</li><li>Proven emotional intelligence to optimally bond with and communicate with clients and their advisors</li><li>Possesses a solution-oriented, client-first work ethic</li><li>Works independently, balances competing tasks, and prioritizes work to maintain efficiency</li><li>Maintains a positive professional attitude, with a thoughtful approach to delivering successful customer outcomes</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The TeamWe are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high net worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Director, Advanced Planning - REMOTE - Westlake, TX

<h3>Job Description:</h3>This dynamic role is designed for someone who enjoys the pursuit of retaining or attracting Workplace Investing clients in a fast-paced and unpredictable environment. If you are energized by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you.<h3>The Role</h3>This role works closely with Account Executives, Retention Executives, and Managing Directors to win and retain our largest corporate and TEM (Tax Exempt Markets) clients in support of WI sales and client retention goals. As a Product &amp; Service Consultant/Sales Product Consultant, you are responsible for project managing all aspects of the sales process from initial capabilities through proposals, prospect meetings and contract handoffs. PSCs help drive the strategy to position Fidelity’s products and services by assessing plan sponsor needs.This role relies heavily on your knowledge of Fidelity’s products and services and utilizing your network and relationship building skills to collaborate and work across multiple internal business partners and SMEs.<h3>The Expertise You Have</h3><ul><li>Defined Contribution experience required / multi-product experience desired (including but not limited to Defined Benefit, Health &amp; Wealth, Health Savings, Managed Accounts, Nonqualified, Student Debt, etc.)</li><li>Bachelor’s Degree required / MBA or other advance degree a plus</li><li>Minimum 7 years related product or industry experience / Fidelity experience desirable</li><li>Series 7 and 63 required (can be attained in role)</li><li>Approximately 15-25% travel requirement</li></ul><h3>Proven Skills and Experiences You Bring</h3><ul><li>Proactively collaborates, influences, and establishes relationships across the organization to deliver results.</li><li>Excellent communication (verbal and written) skills with the ability to present complex information internally and externally in a way that is easy for others to understand.</li><li>Strong listening skills to identify internal and external customer needs.</li><li>Demonstrates a strong sense of ownership and dedication and holds people accountable for delivering on their commitments towards achieving goals.</li><li>Flexible in a changing environment and able to manage multiple concurrent activities with attention to detail while productively balancing speed and accuracy.</li></ul><h3>The Value You Deliver</h3><ul><li>Organize end-to-end sales and/or retention efforts, take initiative to improve effectiveness and efficiency and embrace new technologies.</li><li>Lead the proposal process for sales and/or retention opportunities including identifying prospect/customer needs, custom response drafting, multi-product sales integration, financials and investments review, drive deadlines and oversee the overall end-to-end proposal delivery.</li><li>Coordinate activities for prospect/client sales finals and site visits including agenda development, speaker preparation, site planning, presentation materials, and present product capabilities and technical demos.</li><li>Actively interact with external and/or internal customers to identify and anticipate requirements, expectations, and needs.</li><li>Apply extensive knowledge of products, services, and competitive market trends to differentiate Fidelity’s value prop and promote prospect- or client-focused solutions throughout the sales process.</li><li>Influence others and navigate solutions towards desired client needs identified in the sales process, while maintaining relationships and supporting consensus with key business decision makers.</li><li>Educate internal business partners on details of the client and/or prospect, effectively coach associates for sales finals presentations, and provide valuable and actionable feedback to improve sales delivery.</li></ul><h3>The Team</h3>Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider.The base salary range for this position is $85,000-$144,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

Director, Product and Service Consultant- Retirement Services

<h3>Job Description:</h3><h3>The Role</h3>Do you enjoy helping clients take on relevant issues? Do you have knowledge of the benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive, efficient and data driven customized and optimized administrative solutions!The Expertise and Skills You Bring<ul><li>Bachelor’s degree required; MBA a plus</li><li>Proficiency in an Equity Compensation consulting role, client management, or an administration team manager (corporate benefits, outsourcing, or consulting firm)</li><li>Minimum 3 years formal project management</li><li>Understanding of equity compensation and stock plan administration</li><li>You have an expansive depth and breadth of Stock Plan administration knowledge</li><li>You have outstanding project management skills</li><li>Your analytical and problem-solving skills are a key strength</li><li>You have proven experience in recommending administrative, benefits process and/or methods that align to outsourcing product/services solutions.</li><li>You exceed at navigating and leading client and/or vendor relationships successfully​</li></ul>The Value You Deliver <ul><li>Collaborating with different levels of management within a variety of businesses or functions to find opportunities for innovation and growth</li><li>Building and maintaining successful relationships with clients, vendors and internal partners</li><li>Preparing project material, execution of analytical efforts, and actively lead client meetings</li><li>Proactively supervising progress of projects, addressing issues and making course corrections as needed to ensure attainment of goals within the scope of the project</li><li>Identifying, validating and recommending changes to process designs (client, vendor, internal) that improve administrative or data quality current state and ongoing maintenance</li><li>Working closely with internal partners including Operations, Implementations, Workplace Consulting, and Relationship Management team in order to design/obtain agreement on/develop processes that deliver integrated results where encouraged</li></ul>The TeamThe Fidelity Workplace Consulting Group is composed of over 600 professionals who counsel clients on the management of their benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication and delivery. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.Data Consulting engages in data quality improvement efforts that span single and multiple product lines (i.e. Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services and HR/Payroll) within the implementation and ongoing servicing client lifecycle. This position is part of the Data Consulting practice which works with clients to help customize and optimize their workplace benefits administration. The team works closely with members of our Workplace Consulting organization, clients, Relationship Management and WI DC/DB/SPS Operations teams to deliver our highly customized solutions to our clients. Our greatest asset is our ability to work under tight deadlines and respond quickly to client inquiries and requests with operational excellence.Note: Fidelity will not provide immigration sponsorship for this position.The base salary range for this position is $71,000-$120,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Client Service

Consultant/Project Manager, Stock Plan Services  - Fidelity Workplace Consulting

<h3>Job Description:</h3>As a Healthcare Program Manager, you blend deep experience in project management in an Agile eco system with a passion for mentoring and coaching, and continuous improvement. As part of a highly collaborative project team (Squad) you will support the delivery of client facing projects, while advising, mentoring, coaching and training on performance with the support of Agile values, practices and processes to accelerate value delivery. In partnership with the Program Manager you will maintain a backlog, help to remove impediments, manage projects to success on time and on budget, while also facilitating agile ceremonies such as the daily stand up, sprint planning and retrospectives. You will have responsibility for release management coordination as well as managing interdependencies across squads and product areas. You will examine and drive team performance through metrics and find opportunities for the squad to fully realize the benefits of working in an agile structure while balancing client and project needs. On a need basis, you would interact with the client servicing teams and external vendors.<ul><li>Work closely with Portfolio Lead to drive successful completion of projects blending traditional Project / Project management techniques with agile team delivery </li><li>Work to align people and work to sprints, in alignment with defined project timelines, removing impediments, providing delivery updates and escalating risks and issues as necessary</li><li>Accelerating overall squad performance, efficiency and value delivered by engaging within and across squads to find opportunities to improve agile maturity, processes, metrics, and providing coaching, training and resources to team members as necessary</li><li>Maintaining and updating squad performance metrics (e.g., burn-down charts) and artifacts to ensure accurate and clear feedback to the squad members and transparency to other partners</li><li>Managing, coordinating logistics for and participating in agile events (e.g., sprint planning, daily huddles, retrospectives and as appropriate other meetings)</li><li>Supporting adoption, and consistent use of enabling tools (e.g., Jira (sheets), Miro, Confluence, SharePoint, MS Teams, MS Excel, MS Powerpoint)</li><li>Work with external vendor(s) on behalf of the client to discuss requirements, testing, timing, etc.</li><li>Coordinate across functional groups to ensure staffing, approach, content and schedules are consistent for timely project completion</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree or equivalent work experience</li><li>PMP or PMI Certified Agile Practitioner preferred, with high emphasis on using Project management techniques in an agile environment </li><li>Jira experience required</li><li>Experience working as a global team member</li><li>5-7 years of experience with 2+ years’ experience in a Project/Project Manager role required</li><li>Healthcare experience required</li><li>You possess excellent communication and people-interaction skills and can rapidly build trust and positively influence others at all levels of the organization</li><li>You demonstrate a continuous improvement approach</li><li>You are a proven change agent capable of coaching agile practices to teams and individuals from across different functions, experiences and geographies as they work through new and unfamiliar situations</li><li>You are an effective facilitator and can brainstorm with the team to generate solutions that address challenges and roadblocks to accelerating value delivery</li><li>You are intellectually curious and passionate about learning new skills, and model a culture of continuous learning, mentoring and coaching</li><li>You plan for project deliverables, both short and long term. Break down long term timelines into shorter milestones.</li><li>You are adept at stakeholder management, risk management and collaboration with global teams</li><li>You have experience applying Scrum outside of software development in operations or equivalent functions.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. The TeamYou will support one or more cross-functional teams (squads), engaging with all team members and the Program Manager to reinforce and embed an agile approach and principles into the day-to-day work. By demonstrating and promoting Fidelity and agile leadership behaviors, you will evolve and sustain an innovative agile culture. By extension of you and the squad, you will serve Fortune 100 companies and their participants by performing the functions required to administer health and welfare benefits through annual enrollment and throughout the year.<h3>Certifications:</h3><h3>Category:</h3>Program/Project ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Senior Manager, Healthcare Program Manager

<h3>Job Description:</h3>Do you want to work for a fast paced, entrepreneurial organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Client Service Manager where you will be the key contact in servicing, educating, tracking, trending, and resolving day to day operational issues for our family office clients.The Expertise We’re Looking For<ul><li>Bachelor’s degree or commensurate work experience required</li><li>5+ years of operations and/or service experience in the financial services industry</li><li>Ultra High Net Worth experience desired</li><li>Series 7 required</li><li>Series 63 preferred, required to obtain within 60 days</li></ul>The Purpose of Your RoleThe Fidelity Family Office Services (FFOS) team serves the single-family office, multi-family office and ultra-high net worth investor segments. FFOS provides custody, brokerage, investment services, reporting and administrative capabilities to these clients. The team provides products and services to support the needs of family office executives so they in turn can exceed the expectations of their family member clients.To ensure that FFOS clients receive seamless integration and delivery of products and services, a dedicated Client Service Manager (CSM) is assigned to each client to be a singular point of contact for all day-to-day operational and service needs. In this role you will support the tactical and strategic service needs of institutional customers both individually and as a member of a Relationship Management team. The majority of your time will be spent on client satisfaction with specific attention to the areas of client service, relationship management, problem resolution, and process improvement.The Skills You Bring<ul><li>Your excellent interpersonal, verbal and written communication skills</li><li>You have the ability to work in a fast paced, deadline oriented environment</li><li>You bring an entrepreneurial spirit and the ability to work collaboratively across an organization</li><li>Your proven leadership skills </li><li>Your project management experience is preferred and business analysis, process improvement and consulting experience is a plus</li><li>You have knowledge of the brokerage, family office or RIA industry</li><li>Your advanced knowledge of MS Office</li><li>Your prior experience working directly with Ultra High Net Worth clients</li></ul>The Value You Deliver<ul><li>Optimizing the client experience at Fidelity and developing long term relationships and partnerships with clients</li><li>Responding directly to all client inquiries: telephone, fax, email and written correspondence</li><li>Driving high satisfaction, quality and efficiency for both the client and Fidelity</li><li>Conducting data analysis in order to drive change and process improvement with our teams and our clients</li><li>Proactively managing client issues and resolve problems in a timely and accurate manner. Ability to influence and partner with team members outside of FFOS.</li><li>Actively participate in client meetings and formal client reviews</li><li>Training and educating clients in the areas of process, policy and procedures </li><li>Mentoring other associates</li></ul>How Your Work Impacts the OrganizationFidelity Family Office Services is the business unit that provides custody, brokerage, investment and reporting services to family offices, wealthy families and the advisors that support them. Fidelity Family Office Services is a cost-effective alternative for clients who want institutional capabilities delivered with objective guidance, exceptional service, integrity, and security. We provide services to more than 350 family office clients across the country. We have a strong culture of engagement, service execution and employee recognition. Click here to learn more about the FFOS culture: <a href="https://familyoffice.fidelity.com/app/item/RD_13569_44227.html" target="_blank">https://familyoffice.fidelity.com/app/item/RD_13569_44227.html</a>NOTE: This job posting is for future hiring.The base salary range for this position is $71,000-$120,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3><h3>Category:</h3>Client Service

55 Project Management / Professional Services Jobs in Grapevine, TX, USA