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<h3>Job Description:</h3>The RoleAs a Senior Business Analyst at Fidelity Workplace Consulting, your role will be embedded in the Fidelity Workplace Investing Agile Model. You will assess business needs, outline detailed analyses, compose user stories with explicit descriptions and acceptance criteria, establish business acceptance testing plans and strategies, and offer solutions for medium to high complexity business needs.Collaborate with a diverse team of team members within Fidelity’s Workplace Consulting Unit’s Digital Solutions Technology teams to reach business goals.The Expertise and Skills You BringBusiness Analysis &amp; Agile Experience<ul><li>5+ years of experience in business analysis techniques including benchmarking, business rules analysis, risk analysis, user personas, UAT, and product documentation.</li><li>Experience supporting product development teams handling interconnected products.</li><li>Experience contributing to the development of multiple products simultaneously, including managing overlapping priorities, coordinating with multi-functional teams, and ensuring consistent delivery of business requirements across diverse initiatives.</li><li>Strong analytical and problem-solving abilities to capture/document requirements and identify improvement opportunities.</li><li>Agile approach with background in tools like Jira, Confluence, and Miro or comparable experience.</li></ul>Technical &amp; Data Skills<ul><li>SQL Proficiency: Proficient in crafting and implementing SQL queries for analyzing data and developing test scenarios.</li><li>API Testing: Familiarity with tools like Postman, Bruno, Insomnia; understanding of how to call APIs, analyze responses, and review Swagger documentation.</li><li>Collaborating with developers to draft and improve technical narratives and criteria for approval.</li></ul>Documentation &amp; UX Tools<ul><li>Highly organized and experienced in crafting documentation for SaaS products and web applications.</li><li>Proficient in Confluence for structured documentation.</li><li>Skilled in employing Figma or comparable tools to assess UI/UX creations.</li><li>Proficient with Miro or equivalent experience for UX and project management diagramming.</li><li>Experience with UML and diagramming tools such as Draw.io, or Visio for process flows and architecture diagrams.</li></ul>Communication &amp; Leadership<ul><li>Tenacious information gatherer with a desire to understand all aspects of a project/product.</li><li>Confident in facilitating discussions with various collaborators and posing important inquiries to reveal uncertainties.</li><li>Able to clearly explain complex requirements to both technical and non-technical audiences.</li><li>Serves as a conduit between business and development teams, translating requirements and facilitating communication.</li></ul>Additional Qualifications<ul><li>Familiarity with Content Management Systems (CMS).</li><li>Preferred candidate has a Bachelor’s degree or equivalent experience; CBAP certification is a plus.</li></ul>The Value You DeliverYou bring a unique blend of resilience, initiative, and strategic thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement.<ul><li>Entrepreneurial and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add value.</li><li>Collaborative Team Player: Work well across teams, valuing diverse perspectives and fostering a culture of trust and shared success.</li><li>Resourceful and Organized: Adept at juggling multiple priorities—while staying focused and organized.</li><li>Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek learning opportunities to grow both personally and professionally.</li><li>Comfortable with Ambiguity: Excel in environments where the path isn’t always clear, using strategic thinking and adaptability to navigate uncertainty.</li><li>Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across stakeholders.</li></ul>The TeamThe Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>.The base salary range for this position is $80,000-153,000 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>Product Management

Fidelity Investments

Senior Business Analyst - Digital Solutions

<h3>Job Description:</h3>Job DescriptionThe Managing Director (MD) is entrusted with a book of business of defined contribution plans comprised of 40-50 client relationships that may range $10 – 20M+ in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.ASSOCIATE MAY BE LOCATED IN TX, RI, NH, PA, NJ AND NYC<h3>The Role</h3>The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. This role will require ~25% of travel.<h3>The Expertise You Have</h3><ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.</li><li>8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry.</li></ul><h3>The Skills You Bring</h3><ul><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time leadership skills and attention to detail.</li><li>You have shown problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>You have experience working with Financial Advisors.</li></ul><h3>The Value You Deliver</h3><ul><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships, including with the highest level of decision makers.</li><li> Building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s 'trusted advisor' in partnership with the Plan’s Advisor.</li><li>Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor.</li><li>Planning and conducting effective in-person and/or phone meetings with the Plan Sponsor and Plan’s Advisor client.</li><li>Making detailed plans and preparations for client meetings in partnership with the Plan’s Advisor.</li><li>Accurately planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients and their advisors on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>Analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings in partnership with the Plan’s Advisor.</li><li>Working closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity in partnership with the Plan’s Advisors.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>Acting as the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>Building and developing strong working relationships internally.</li></ul><h3>The Team</h3>Focusing on understanding and responding to clients and advisors. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Managing Director- 401K Relationship Manager

<h3>Job Description:</h3>Job Description:Job Title: Fidelity Global Security Operations Center (GSOC) - SpecialistThe RoleAs a GSOC Specialist, you will play a vital role in ensuring the safety and security of our company premises, employees, and stakeholders. You will be responsible for dispatching and coordinating responses to various emergencies, analyzing intelligence to mitigate global threats, and supporting our travel security program. Your ability to communicate effectively, manage multiple tasks, and work in a flexible scheduling environment will be crucial to your success in this role.Coordinate and dispatch responses to incidents occurring on company premises or at corporate events, utilizing appropriate communication methods. This includes managing responses to medical emergencies, burglaries, fires, and duress alarms. Operators may also need to liaise with law enforcement, fire departments, or other public safety organizations during emergencies at or near company property.Evaluate, analyze, and escalate open-source and subscription-based intelligence to mitigate and report global threats to company property, employees, and stakeholders.Accurately document, thoroughly assess, and promptly escalate instances of potential threats in the workplace. This involves maintaining detailed records of observed or reported threats, evaluating their severity and potential impact, and ensuring timely communication to relevant security partners for appropriate action. The objective is to enhance workplace safety by proactively addressing and mitigating risks.Provide comprehensive support to the travel security program by actively monitoring associate travel and ensuring preparedness to account for them during events of concern or elevated risk. This includes tracking travel itineraries, assessing potential threats related to travel destinations, and maintaining real-time communication with associates. In the event of heightened risk or emergencies, the GSOC Specialist will coordinate with relevant security teams to ensure the safety and well-being of traveling associates, providing timely updates and necessary assistance.Report any unusual or abnormal conditions to the company's security personnel, management, employees, suppliers, and facilities organization. This involves promptly identifying and documenting irregularities, ensuring clear and effective communication with all relevant parties to address and resolve potential issues swiftly.Collaborate closely with internal security, facilities &amp; real estate, enterprise resiliency, and business continuity teams during incidents or events that impact business operations. This involves coordinating efforts to ensure a unified response, sharing critical information, and leveraging each team's expertise to effectively manage and mitigate the impact of such incidents. The GSOC Specialist will play a key role in facilitating communication, supporting recovery efforts, and ensuring that all necessary measures are taken to protect company assets and maintain operational continuity.Receive, evaluate, and disseminate incoming information and reports from company security personnel, field security officers, employees, suppliers, reporting parties, and local agencies. This involves systematically assessing the relevance and accuracy of the information, ensuring it is communicated effectively to appropriate stakeholders, and facilitating timely and informed decision-making processes.Create detailed, fact-based incident reports for distribution to various Fidelity stakeholders. This involves gathering accurate and comprehensive information about incidents, analyzing the data to ensure clarity and relevance, and compiling it into concise reports. These reports must effectively communicate the key facts and findings. The GSOC Specialist will ensure that all reports are meticulously documented and distributed promptly to maintain transparency and support the company's security objectives.Facilitate the coordination of service requests for after-hours access to Fidelity offices. This involves managing and processing requests efficiently, ensuring that all necessary approvals are obtained, and communicating with relevant personnel to provide seamless access outside of regular business hours.The Expertise and Skills You Bring·1+ year of full-time professional experience, preferably in an operations, customer service, or control center setting.· Bachelor’s Degree preferred.· Computer proficiency with Microsoft Office suite of products.· Demonstrated proficiency in the use of Alarm Monitoring, Access Control, Video Management, and Crisis Communication technology.· Ability to work in a flexible scheduling environment (rotating shifts, nights, weekends, and holidays).· Experience collecting, analyzing, and disseminating open source or subscription-based intelligence is preferred.· Providing excellent customer service in a high call volume setting. · Ability to work in a fast-paced organization; coordinate and manage multiple tasks with limited supervision· Must be able to communicate effectively with all levels of the organization.The TeamJoin our team and contribute to maintaining a secure and resilient environment at Fidelity. This position is based in Smithfield, RI or Merrimack, NH and offers an exciting opportunity to work with internal security, facilities, and business continuity teams during business-impacting incidents. Ready to make a difference? Apply now and become a key player in our security operations!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.Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manager to understand the potential impact to your registrations before a final hiring decision is made.Salary Grade:3<h3>Certifications:</h3><h3>Category:</h3>SecurityMost 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.

GSOC Specialist

<h3>Job Description:</h3>Lead Retirement Administrator, Center of Excellence – Back Office Administration TeamThe RoleYou will be responsible for first-signing/processing pension, retirement, and post-retirement health &amp; welfare transactions. Other key responsibilities for this position include performing pension benefit calculations, working with data, creating forms &amp; letters that are used to communicate with participants and beneficiaries, working with pension disbursements, and interacting with colleagues to provide information to plan sponsors, participants, beneficiaries, and third parties. Our talented team of professionals is looking for someone who enjoys a fast-paced environment and can provide both high-quality work and an extraordinary customer experience! This role is responsible for:<ul><li>Providing pension administration services for a designated group of clients</li><li>Using product and client specific procedures when completing calculations to ensure accuracy and timeliness of all work</li><li>Acting as subject matter expert on the end-to-end processing of calculations, resolution of participant issues, disbursements, and data updates</li><li>Managing escalations, as well as client critical issues, and partnering closely with colleagues in the Retirement practice</li><li>Assisting with client documentation and procedures updates</li><li>Leading participant and client request workflows, including researching and resolving complex or critical customer issues</li><li>Proactively identifying client and participant trends and working with various internal business partners to arrive at customer-centric solutions</li><li>Providing support for project related tasks</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s Degree or equivalent work experience</li><li>Interest in Defined Benefits administration and Defined Benefits systems</li><li>Strong mathematical, analytical, and intuitive skills – including the ability to perform manual pension calculations using requirements documents, plan documents, plan amendments, SPD’s, and other documentation</li><li>Ability to work as a standout colleague while meeting individual timeliness, accuracy goals, and quality standards</li><li>Strong interpersonal skills and attention to detail</li><li>High integrity and discretion to ensure the confidentiality of private client and participant data</li><li>Strong written and verbal communication skills</li><li>Strong PC software skills (i.e. – Excel, Outlook, Word, and Access)</li><li>Under limited supervision, the Lead Retirement Administrator will be responsible for processing pension, retirement, and post-retirement health and welfare transactions.</li><li>This role will use plan and client specific procedures when researching and processing transactions to ensure accuracy and timeliness of all work.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Value You BringYou bring a unique blend of resilience, initiative, and strategic thinking that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement.<ul><li>Entrepreneurial and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add value.</li><li>Collaborative Team Player: Work well across teams, valuing diverse perspectives and fostering a culture of trust and shared success.</li><li>Resourceful and Organized: Adept at juggling multiple priorities—while staying focused and organized.</li><li>Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow both personally and professionally.</li><li>Comfortable with Ambiguity: Excel in environments where the path isn’t always clear, using strategic thinking and adaptability to navigate uncertainty.</li><li>Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across stakeholders.</li><li>Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.</li></ul>The TeamThis role will reside within Workplace Consulting’s Center of Excellence (COE) organization on the Back Office Administration Team. The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: <a href="https://www.fidelityworkplace.com/s/workplaceconsulting" target="_blank">https://www.fidelityworkplace.com/s/workplaceconsulting</a>The base salary range for this position is $55,000-105,000 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>Consulting

Lead Retirement Administrator, Fidelity Workplace Consulting

<h3>Job Description:</h3>Please Note: We are unable to provide visa sponsorship for this role.As the VP Lifetime Engagement (LTE), Crossover Team Lead, you will possess deep knowledge and insights of the Crossover customer, own the vision for their future end to end experience, and be accountable for defining and executing against the roadmap that progresses us towards that vision. You will prioritize and champion the most impactful opportunities to convert WI participants to Retail customers, and to delight them throughout their experiences as they become and as they engage with Fidelity as Crossover customers.To do this, you and your team will bring a data-driven and action-oriented approach as you partner both within the LTE product area with LTE Strategy and Delivery teams, as well as across the organization. Your partnerships will cross business units, including workplace and retail, as well as functions including product, marketing, technology, research &amp; analytics, digital &amp; live channel distribution, etc. You will help accelerate existing and drive new initiatives to realize the vision, expertly managing a balanced portfolio of near- and long-term opportunities, and monitoring and measuring results. For our highly valued Crossover customers, opportunities exist across the customer journey: to improve workplace customer awareness of our retail offerings, to remove friction from the crossover customer experience, and to enable us to engage crossover customers based on an appreciation of their full relationship with Fidelity. As the Crossover Team Lead, you and your team will ensure we take a thoughtful and deliberate approach to make continuous progress against these opportunities. <h3>The Value You Deliver</h3><ul><li>Proactively identify new customer opportunities and build business cases to discern commercial viability.</li><li>Partner with Strategy, Delivery and other leaders to influence and prioritize execution plans across multiple stakeholders within Workplace, Wealth and Brokerage. </li><li>Set priority, sequencing and phasing including go-to-market strategy via your product roadmap. </li><li>Evaluate and optimize value based on overall Product Area vision and priorities through continuous refinement, ruthless prioritization, as well as focus on KPIs and business impact.</li><li>Demonstrate consulting capability to work closely across business units and leaders to effectively shape priorities and accelerate programmatic execution.</li><li>Manage talent lifecycle of team including hiring, coaching, developing and performance management practices.</li></ul><h3>The Expertise You Have​</h3><ul><li>Bachelor’s Degree required​</li><li>10+ years of experience with product strategy and development and working with key stakeholders enabling product development and delivery </li><li>5+ years successfully leading and developing teams with diverse capabilities and experience</li></ul><h3>The Skills You Bring</h3><ul><li>Data-driven approach to understanding customer needs and insights, developing a strategy, and translating strategic objectives into action.</li><li>Strong customer focus and experience designing, developing and maintaining dynamic customer experiences.</li><li>Proven experience engaging and influencing multiple stakeholders across products/platforms with competing priorities and key dependencies.</li><li>Strong analytical and judgement skills to determine the direction and achievement of goals; keeping key stakeholders informed on progress.</li><li>Excellent verbal and written skills with proven ability to champion recommendations and influence decisions at all levels of management.</li><li>Knowledge of Fidelity operations and customer facing channels in PI and WI strongly preferred.</li><li>Digital to live channel integration experience preferred.</li><li>Supports aligned teams as they create value delivered through prioritization, creativity, innovation, collaboration, and decision making.</li><li>Proven track record of developing and coaching talent.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Vice President, Lifetime Engagement

<h3>Job Description:</h3><h3>Director, Digital Assets, Financial Crimes Models &amp; Analytics</h3><h3>The Role</h3>We’re seeking a Digital Assets Director to serve as a subject-matter expert and to lead the team directly/indirectly responsible for the development and maintenance of innovative cryptocurrency transaction monitoring and trade surveillance solutions. In this 100% crypto-focused role you will partner with Data Engineers, Data Scientists, Business Intelligence and Compliance professionals to oversee the buildout, management, and improvement of Fidelity’s blockchain forensics and trade surveillance capabilities. The role will have broad exposure to senior leaders in Fidelity Digital Assets (‘FDA’), Legal, Risk and Compliance functions. You will partner with development teams to build out critical digital asset surveillance processes and be able to identify when a requirement isn’t understood, or a process or control isn’t sufficient. You will serve as an in-house crypto expert and thought leader, leveraging your expertise across all phases of the model development life cycle.Responsibilities of this role:<ul><li>Drive digital assets model development and enhancement initiatives.</li><li>Support crypto related new business initiatives from a blockchain analytics and on-chain compliance perspective.</li><li>Partner with Business Unit Technology functions to support development work relative to digital asset surveillance programs.</li><li>Manage a small but growing team of digital asset/business intelligence professionals to execute on the Models &amp; Analytics Team’s strategic vision.</li><li>Serve as a subject matter authority on blockchain forensics and cryptocurrency investigations, industry trends and standards.</li><li>Manage digital asset vendor relationship(s), participate in annual vendor oversight responsibilities and influence product roadmaps to maximize value from the relationships.</li><li>Maintain relationships with key stakeholders in the Financial Crimes Compliance team and those across Risk, Tech, and Business functions.</li><li>Present to senior leaders on cryptocurrency compliance trends, risks and impacts to the Financial Crimes Compliance program.</li><li>Support presentations to federal and state regulators on surveillance models and controls during annual exams and new product approval efforts.</li><li>Continually increase your knowledge and understanding of the evolving digital asset landscape, always cognizant of technical and regulatory developments, and alert to emerging risks.</li><li>Providing insight on all aspects of Fidelity’s crypto operations</li><li>Positioning the Financial Crimes Compliance program to continue to protect Fidelity Investments customers and brand for years to come</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>Prior AML/Fraud advisory, surveillance, or investigative experience.</li><li>Prior financial crimes model development and/or maintenance experience.</li><li>Deep knowledge of the digital asset ecosystem, including cryptocurrencies, stablecoins, decentralized finance (bridging/swapping/minting/burning), and more.</li><li>Experience managing multiple initiatives simultaneously in addition to direct reports with their own projects. Experience with project planning, communicating with stakeholders, and monitoring and maintaining model performance.</li><li>Prior experience managing a team of high performing individuals with diverse skill sets.</li><li>Prior experience maintaining critical relationships with senior executives in Compliance, Tech, and Business functions.</li><li>Personal experience trading cryptocurrencies, stablecoins and/or NFTs.</li><li>Passion for cryptocurrencies and the broader crypto ecosystem in general.</li><li>Prior experience supporting regulatory response efforts.</li><li>Chainalysis Academy or Elliptic LEARN certifications a plus.</li><li>FINRA Series 7, 63, 24 or 9/10 registrations a plus.</li><li>Experience with blockchain analytics tools (e.g., Elliptic, Chainalysis, TRM Labs etc.) their various tool suites, and conducting crypto investigations using these products</li><li>Knowledge of digital asset AML &amp; fraud typologies such as peel chains, mixers/privacy wallets, pig butchering investment and romance scams, use of non-AML/KYC compliant services or dApps to obfuscate prior activity, and indirect exposure through VASP transactions and correspondent relationships</li><li>Capable of deep-diving raw data to understand database and table structure, data location and potential data gaps (raw vs. front-end systems) while clearly articulating findings</li><li>Able to navigate front-end systems and the databases where relevant crypto data is being stored communicating with technologists</li><li>Excellent listening, communication (verbal and written), influencing, and presentation skills</li><li>Knowledge/experience with Agile frameworks and methodologies a plus</li><li>Passionate about crypto and its intersection with Financial Crimes</li><li>Intellectually curious and an early adopter of new technology</li><li>Very thorough with strong documentation skills</li><li>Able to communicate and explain crypto concepts to non-technical audience</li><li>Great demeanor, teammate, and effective contributor</li><li>Strong interpersonal skills</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>The Financial Crimes Models &amp; Analytics Team is part of the Financial Crimes Compliance organization. The organization strives to protect Fidelity’s businesses, clients, customers, and reputation by providing effective and timely analytical and investigative services, enabling us to provide the optimal balance of risk management and customer experience.Financial Crimes Models &amp; Analytics is an agile development team supporting all phases of the software development life cycle. We’re looking for curious individuals that love data, have a passion for technology and digital assets and thrive in a team-based culture. You will work with vast amounts of data across numerous Fidelity business lines. You’ll have the opportunity to learn, test and implement new technologies supporting both existing and new Fidelity businesses.The Financial Crimes Models and Analytics Team within Fidelity Investments Financial Crimes Compliance group is responsible for the design, development and maintenance of the firms FCC detection and screening models. We partner with colleagues across Fidelity’s Corporate Technology, Compliance, Investigations, Legal and Risk groups to build software, data science and analytics solutions that support the firms monitoring programs. The Analytics team supports Fidelity’s Economic Sanctions, Negative Media, Customer Risk Rating, Insider Trading, Elder Financial Exploitation, Digital Assets, Low-Priced Securities, International Payments, surveillance, and screening programs.The base salary range for this position is $110,000-222,000 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>Business Analytics and Insights

Director, Digital Assets, Financial Crimes Models & Analytics

<h3>Job Description:</h3>Please Note: We are unable to provide visa sponsorship for this roleAs a Senior Business Analyst, you will be a key member of the TEM Product Area. With the Squad Leader, you will provide effective product leadership and management of the product backlog with a focus on communication, risk mitigation, quality assurance, effective delivery, and building trusting relationships. You will work closely with a team of cross-functional, multi-disciplinary, and dedicated squad members responsible for delivering specific business goals.Expertise You Have<ul><li>Strong analytical, mathematical, and problem-solving skills. Proven record analyzing, interpreting, and summarizing complex data.</li><li>Outstanding project management and critical thinking abilities, with experience in the Agile methodology.</li><li>Ability to make sound decisions quickly in a complex work environment.</li><li>Ability to effectively communicate orally and in writing with co-workers, management team, other departments and clients.</li><li>Highly effective people leadership, influence, and conflict resolution skills.</li><li>Ability to build, prepare, and present reports accurately within the time frame specified.</li><li>Strong interpersonal skills and the ability to expertly partner with many different levels of employees.</li><li>Ability to prioritize iterative product releases leading to a successful customer experience</li><li>Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements.</li><li>Proficiency in various business analysis methodologies, including workflow design, data analysis, uses case development, story writing, and user acceptance testing and product documentation.</li><li>Proficiency in communication both written and verbal</li><li>Experience in working with tax exempt plan types (401K, 403b, 457 etc.)</li><li>Agile mentality: experience with Jira or similar Agile backlog management tool preferred</li></ul>Skills You Bring<ul><li>Customer centric value; Experience with internal and external customers, customer centric requirements building &amp; design</li><li>Ability to look end-to-end, mapping processes that span the complex Fidelity landscape (people, process, systems, data).</li><li>Ability to take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner.</li><li>Comfort with uncertainty – thing critically and make informed decisions when information is scarce</li><li>Problem solving – Break down complex issues into manageable components</li><li>Outstanding listening, communication, and facilitation skills</li><li>Strong negotiation and conflict resolution skills</li><li>Proven time management and organizational skills; able to balance multiple competing priorities</li><li>Excellent critical thinking, analytical and problem-solving skills</li><li>Ability to clearly articulate product vision and features</li><li>Ability to participate in technical discussions, help make technical trade-offs, and set criteria for Minimum Viable Product (MVP)</li><li>Innovative thinking and thoughtful risk taking to get the work done better and faster</li><li>Negotiation, influencing and enterprise navigation capabilities</li><li>Strong consulting orientation with a demonstrated ability to establish relationships</li></ul>Value you Deliver<ul><li>Foster teamwork and a spirit of collaboration among team members and business partners while conveying a sense of urgency and responsiveness to meet business needs</li><li>Run large and complex initiatives with multiple stakeholders to develop business requirements and then execute</li><li>Proactively resolve barriers and issues that inhibit short and long-term goals</li><li>Present to all levels of management on trends</li><li>Apply expert knowledge and act as a trusted advisor by providing consultation services to internal clients in areas of critical initiatives</li><li>Participate in defining product vision, roadmap and growth opportunities</li><li>Effectively present information and roadmap progress to Product leadership</li><li>Backlog management and prioritization</li><li>Navigate multiple Fidelity Business Units to represent the TEM client and business needs</li><li>Identify business needs and improvement opportunities; develop use cases and propose solutions</li><li>Actively manage partner expectations and maintain strong communication throughout each release</li><li>Establish and facilitate meetings to include demos of sprint deliverables and impact analysis results</li><li>Lead organizational readiness activities, addressing obstacles and opportunities related to product delivery</li><li>Convey business value of initiatives to squad team members including QA and Development resources</li><li>Build effective relationships with key business, IT and Legal, Compliance, and Risk partners to drive initiatives to completion</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Business Analyst, TEM Product

<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

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