field_job_employment_type

job_organization_name

<h2>Job Description:</h2><p>The Role</p><p>Are you waiting for your opportunity in the investment services industry? Are you curious about sophisticated topics such as mutual funds, pricing, trading, mergers, and acquisitions? Then you are ideal candidate for one of Fidelity's most exciting and dynamic teams!</p><p>Our goal is to hire YOU, the curious and growth-minded individual, who is adventurous enough to immerse yourself in the sophisticated world of brokerage operations. Your mission: To learn, analyze problems and connect dots for business partners and customers. Your reward: To excel at providing award-winning service and problem solving every day. In the role you will hone your professional competence and build your professional brand. The environment will be customer focused, ambitious, and heavily team oriented. In addition to curiosity and growth, you have a desire to be innovative and strategic - these are must haves! Classes start soon. If you are driven by curiosity, mission and fascinated by the world of finance; then become part this team!</p><p>Your responsibilities include:</p><p>* You will Analyze industry problems that may include - Stock Trading, Dividends, Mutual Funds, Corporate Actions, Security Data, Securities Pricing and Physical Stock Certificates.</p><p>* You will Apply various technologies to assist our customers with a range of needs - basic and sophisticated</p><p>* You will Engage with customers and business partners through multiple channels - phone, email, and instant messaging</p><p>* You will Envision and execute bold ideas to attract and retain the next generation of customers</p><p>* You will Improve every day to prepare for future and advanced career opportunities, including - Team Lead, Analyst and Leadership</p><p>The Expertise and Skills You Bring</p><p>* Customer Service or Problem-Solving experience preferred</p><p>* College Degree or equivalent work experience preferred</p><p>* A desire for continuous growth and learning about the financial services industry required</p><p>* Possesses a drive to solve sophisticated problems and deliver an outstanding customer experience every day</p><p>* Self-starter and comfortable working independently when needed</p><p>* Excellent written and verbal communications skills</p><p>* Proven technical knowledge and strong problem-solving skills</p><p>* Ability to contribute ideas as well as influence and execute them in a team environment</p><p>* Ability to lean into change while multi-tasking in a remote and multifaceted financial services center</p><p>* Growth Mindset and an appetite for endless learning</p><p>* FINRA Licenses are preferred but not required.</p><p>The Team</p><p>As a member of the Client Experience Team, you will take on the role of a Brokerage Operations Rep. You will be given an overview course of the industry, and niche training to help you master brokerage operations. You will also get an exclusive peek behind the scenes of one of the most successful privately-owned companies in the world.</p><p>Company Overview</p><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse 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.</p><p>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.</p><h2>Certifications:</h2><p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.</p> <p><strong>Join Us</strong></p> <p>At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.</p> <p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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 all business days of every other week in a Fidelity office. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>

Fidelity Investments

Senior Representative, Client Experience

<h2>Job Description:</h2><p>Financial Services Representative </p><p>Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.</p><p>What to expect... </p><p>In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.</p><ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills:  You'll continue to spend four days a week working from home and one day a week in an Investor Center, where you'll support customers with increasing complexity to develop and hone your skills. You'll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you'll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You'll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul><p>Advantages of our career development experience... </p><ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You'll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you'll need as you prepare to be in the Investor Center each day.</li></ul><p>The expertise we're looking for... </p><ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul><p>The Skills You Bring</p><ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul><p>Our Investments in You</p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.</p><p>Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 - FINRA</p>The base salary range for this position is $45,000 - $75,000 per year.  <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.</p><p>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.</p><h2>Certifications:</h2>Series 07 - FINRA, Series 66 - FINRA<p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.</p> <p><strong>Join Us</strong></p> <p>At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.</p> <p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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 all business days of every other week in a Fidelity office. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>

Financial Services Representative - Rochester, NY

<h2>Job Description:</h2><h2>The Role</h2><p>Due to growth in our business, Fidelity Personal Trust Company seeks a Trust Officer.</p><p>The Trust Officer is an integral member of the Personal Trust Administration team. The team provides trust services to Fidelity Institutional business partners and individual trust clients across the U.S. The incumbent will be the primary fiduciary contact for some of our largest and most sophisticated trust relationships. With the help of a dedicated Trust Administrator, the Trust Officer is responsible for all facets of trust administration and relationship management for their assigned relationships.</p><h2>The Expertise and Skills You Bring</h2><ul><li>8 years of trust administration experience with a Bachelor's degree or 6 years with an advanced degree experience (JD, MBA or CPA)</li><li>Solid understanding of trust and estate law, personal and trust taxation, estate planning, and other financial services required. Expertise in trust administration and knowledge of trust services required.</li><li>CTFA preferred.</li><li>Handling a sophisticated book of business, including workflow for Trust Administrator</li><li>Ensuring account activity aligns with trust document, applicable law, and internal procedures.</li><li>Recommending action on fiduciary decisions related to trust administration.</li><li>Providing estate and tax expertise as necessary</li><li>Understanding and helping clients with sophisticated financial situations</li><li>Thinking strategically and tactically</li><li>Working independently and as part of a team</li><li>Strong ability to collaborate with business partners at all levels within the Fidelity organization.</li><li>Managing client relationships to maintain client satisfaction and retain business.</li><li>Collaborating with team members and investment advisors to meet the financial needs of trust beneficiaries.</li></ul><h2>The Team</h2><p>Our purpose at Fidelity Personal Trust Company is to provide a comprehensive trust services solution to Personal Investing (PI) clients and Fidelity Institutional advisor clients. Our offerings pair the investment management expertise of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC (SAI) or outside Investment Advisors, and Fidelity Personal Trust Company's trust administration expertise. We take phenomenal pride in building strong and lasting relationships with our customers, providing sound fiduciary mentorship, and delivering an outstanding customer experience.</p><h2>Certifications:</h2><p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.</p> <p><strong>Join Us</strong></p> <p>At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.</p> <p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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 all business days of every other week in a Fidelity office. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>

Trust Officer

<h2>Job Description:</h2><p>The Role </p><p>As a Shareholder Reporting Manager, you will review registration statements and other reporting requirements for Fidelity's U.S. 1940 Act products and certain institutional products. Your understanding of mutual fund operations will improve your ability to adapt quickly to the role. You will depend on your analytical skills and attention to detail to ensure the accuracy and completeness of your assigned documents and filings. Products in scope may include, but are not limited to, prospectuses, statements of additional information (SAIs), and summary prospectuses. Your ability to work as a team player and to work under pressure to meet deadlines will be essential to success in your role and in helping to support the department's overall mission of ensuring the accuracy and timeliness of regulatory reporting documents.</p><ul><li>Review documents and filings effectively and efficiently using various Fidelity systems and process validations. This includes the ability to identify, analyze and escalate potential risks using knowledge of department policies, procedures, and disclosure requirements.   </li><li>Adapt to working across various document types to support Fidelity's different product lines with different reporting requirements.</li><li>Collaborate well within the team and with external business partners through strong verbal and written communication.</li><li>Demonstrate a proactive approach to growing your skills and building your product knowledge.</li></ul><p>The Expertise &amp; Skills You Bring</p><ul><li>B/S or B/A (Finance or business equivalent field preferred).</li><li>5+ years of financial services experience with a mutual fund operation with a focus on legal regulatory reporting.</li><li>Prior experience with regulatory and/or financial reporting preferred.</li><li>Data Manipulation, PowerBI, Dashboard Manipulation experience a plus</li><li>General knowledge of investments and the mutual fund industry and regulations</li><li>Strong computer and application skills (MS Office Suite)</li><li>Ability to maintain flexibility in a fast-paced work environment and balance and prioritize multiple assignments and priorities</li><li>Adhere to production deadlines for your products and work with internal and external business partners to research and resolve issues.</li><li>Ability to effectively collaborate and work as a team player</li></ul><p>The Team</p><p>The Registration Statements Production Team responsible for creating and filing Fidelity Fund regulatory documents. We work closely with the Treasurer's office, the Legal Department, Product Development and Governance to ensure accurate and timely reporting requirements. Join our small, tenured, and tight-knit team!</p><h2>Certifications:</h2><p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.</p> <p><strong>Join Us</strong></p> <p>At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.</p> <p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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 all business days of every other week in a Fidelity office. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>

Manager, Shareholder Reporting

<h2>Job Description:</h2><h1>The Role</h1><h1>As an Associate Analyst, Brokerage Operations and member of the Transfer of Assets Receives Team, you will be responsible for facilitating the movement of assets into Fidelity accounts by analyzing account details and resolving issues for complex transactions.  Within this role, you will interact with many different groups in Fidelity and throughout the Financial Services industry.  These accounts may include mutual fund and brokerage accounts, as well as retirement and non-retirement accounts for Retail, Correspondent, and Advisor Clients.  Responsibilities include:</h1><ul><li><h1>Delivering highly efficient transaction processing</h1></li><li><h1>Establishing relationships with numerous teams within Fidelity in order to service our clients while supporting divisional business needs and maintaining a 'client first' mentality</h1></li><li><h1>Delivering superior results quickly and efficiently, utilizing effective time management skills</h1></li><li><h1>Driving innovation through curiosity and comprehensive understanding of business processes and challenges</h1></li><li><h1>Maintaining a daily workflow, while gaining industry knowledge and building a professional skill set</h1></li></ul><h1>The Expertise and Skills You Bring</h1><ul><li><h1>2+ years of brokerage operations or financial services experience preferred</h1></li><li><h1>Working knowledge of Fidelity applications preferred (FBSI, XTRAC, FDOT, MyWorkspace)</h1></li><li><h1>Excellent interpersonal and leadership skills</h1></li><li><h1>Deliver superior service to all of our clients by processing their requests in an accurate and timely manner</h1></li><li><h1>Analytical skills will ensure satisfactory problem resolution for our clients and deliver solutions to complex challenges.</h1></li><li><h1>Grow and succeed through feedback and instruction</h1></li><li><h1>Excellent organization and time management skills</h1></li><li><h1>Effective written and verbal communication will assist business partners and customers when requests are not in good order</h1></li><li><h1>Take the initiative to learn new functions and engage in inter-departmental training</h1></li><li><h1>Identify opportunities to develop new procedures on an on-going basis to enhance the documentation process</h1></li><li><h1>Use multiple systems to analyze transactions</h1></li><li><h1>Collaborate to develop an excellent work environment</h1></li></ul><h1>The Team</h1><h1>Members of this group obtain an essential understanding of the financial services industry. These associates work in Fidelity's Operations and Services Group (OSG), supporting our major lines of business including Personal Investing, Fidelity Institutional, and National Financial Services.  You will work closely with contra firms, including bank and insurance companies and brokerage firms, to resolve statuses of incoming transfers.  The team is the voice of the customer and is dedicated to facilitating and completing the transfers with the highest level of quality and excellence.</h1><h2>Certifications:</h2><p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.</p> <p><strong>Join Us</strong></p> <p>At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.</p> <p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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 all business days of every other week in a Fidelity office. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>

Associate Analyst, Brokerage Operations

<h2>Job Description:</h2><h2>Financial Consultant</h2><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h2>The Purpose of Your Role</h2><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h2>The Expertise We're Looking For</h2><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h2>The Skills You Bring</h2><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h2>Our Investments in You</h2><p>Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.  We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h2>The Value You Deliver</h2><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h2>Certifications:</h2>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.</p> <p><strong>Join Us</strong></p> <p>At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.</p> <p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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 all business days of every other week in a Fidelity office. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>

Financial Consultant - Farmington Hills, MI

<h2>Job Description:</h2><p>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.</p><p>The Expertise We're Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul><p>The Purpose of Your Role</p><p>Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.</p><p>The Skills You Bring</p><ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The Value You Deliver</p><p>You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.</p><p>How Your Work Impacts the Organization</p><p>You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.</p><h2>Certifications:</h2>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.</p> <p><strong>Join Us</strong></p> <p>At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.</p> <p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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 all business days of every other week in a Fidelity office. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>

Vice President, Branch Leader - Dunwoody, GA

<h2>Job Description:</h2><p>Job Description: </p><p>The Role </p><p>Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading and Investment Operations functions. We are seeking a Vice President, Quant Development to join our Quantitative Research &amp; Investing Technology team. You will be collaborating with Investment Risk Analysts to define and develop the Multi Asset Class Risk Platform for Asset Management team. You partner with other Fidelity business and technology leaders to identify and define strategic priorities based on an understanding of business value needs and enable execution of these initiatives. You actively bring new ideas, approaches and insights to improve the contributions of your team and enable them to develop new skills and capabilities. You are committed to ongoing development of your own expertise and knowledge to bring the latest capabilities and thinking to your team to empower others with that knowledge. </p><p>The Expertise and Skills You Bring </p><ul><li><p>10+ years of industry experience in architecture, analytics, design, and development of solutions in multiple technology platforms, frameworks and languages.</p></li><li><p>Bachelor’s degree in a quantitative or computational field such as Computer Science or Applied Mathematics </p></li><li><p>Demonstrated experience and expertise for building investment risk systems for Buyside Asset Management  organization.</p></li><li><p>Domain knowledge in either equities, fixed income or alternative asset classes </p></li><li><p>Familiarity with advanced quantitative techniques and methods, statistics, econometrics – including probability, linear regression, time series data analysis and optimizations </p></li><li><p>Financial services experience (experience working in Asset Management environment preferred) </p></li><li><p>Collaborate with senior leaders in AM Tech to propagate best practice to ensure the culture and continue to support attraction, retention, and development of talent </p></li><li><p>Demonstrated experience in technical leadership and hands on day-to-day solutions including preparing the design artifacts and implementation of solutions.</p></li><li><p>Ability to work both independently and with all levels of the organization, including technical and non-technical team members.</p></li><li><p>Experience with Containerization strategies using Docker and Serverless Application Architectures</p></li><li><p>Experience with API Management, domain modeling, policy modeling.</p></li><li><p>Experience in Client-Side technologies like HTML 5, JavaScript, CSS3, Angular.</p></li><li><p>Experience with CI/CD infrastructure as code and pipeline as code.</p></li><li><p>Knowledge of continuous integration, static code analysis and test-driven development.</p></li><li><p>Solid technical background with a willingness to continually learn and apply knowledge with hands-on development</p></li><li><p>Very good communication, interpersonal and relationship building skills to influence decisions and engage across Fidelity and at all levels of the organization </p></li></ul><p>Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job. </p><p>For roles based in the US : Visit myHR and search for 'accommodation' to review Fidelity’s Reasonable Accommodation for Disabilities Policy. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by completing the Accommodation Request Form on myHR, or by calling 800-835-5099, prompt 2, option 2. </p><h2>Certifications:</h2><p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.</p> <p><strong>Join Us</strong></p> <p>At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.</p> <p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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 all business days of every other week in a Fidelity office. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>

Vice President, Quant Development

<h2>Job Description:</h2><h2>Relationship Manager</h2><p>As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h2>The Expertise We're Looking For</h2><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h2>The Purpose of Your Role</h2><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client's needs top of mind.</p><h2>The Skills You Bring</h2><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h2>Our Investments in You</h2><h2>Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.  We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h2><h2>The Value You Deliver</h2><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h2>Certifications:</h2>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.</p> <p><strong>Join Us</strong></p> <p>At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.</p> <p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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 all business days of every other week in a Fidelity office. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>

Relationship Manager - Schaumburg, IL

<h2>Job Description:</h2><h2>The Role</h2><p>You will represent Fidelity in the interactive process with associates who have a disability as defined by the American's with Disabilities Act and Amendments Act. (ADA/ADAAA). You ensure that the firm is in compliance with the guidelines of the ADAAA, provided by the Equal Employment Opportunity Commission (EEOC), and minimize risk to the firm by researching and finding creative, reasonable solutions to allow associates to perform the essential functions of his/her job. You collaborate with multiple business partners, including Legal, Business Unit HR, Corporate Technology, and others to influence critical partners throughout the process and to drive unique solutions for accommodation requests. You drive strategy that promotes accessibility for all associates.</p><h2>The Expertise and Skills you Bring</h2><ul><li>Experience with FMLA and leave management required. Experience with ADAAA, disabilities and accommodations preferred.</li><li>Strong interpersonal skills with the opportunity to advise, influence and collaborate with all levels within the organization, Legal and multiple other partners to drive resolution of accommodation requests in a timely manner.</li><li>Enjoy researching possible products (including technology) and services to find accommodation solutions, leading through situations where there is no clear standard or practice. May include benchmarking with other companies, national organizations, or vendors.</li><li>Ability to detail and present all relevant facts of a case to determine next steps and find the best possible solutions, while balancing the needs of the associate, business unit and Fidelity.</li><li>Experience in Human Resources/Employee Relations.</li><li>Identifying and implementing standard practices, process improvements, and consistent approaches to the accommodation process.</li><li>Time management, organization, and prioritization skills. You will manage a case load of 200-250 of the most complex accommodation requests, ensuring timely responses.</li><li>Written communication skills. Factual documentation of dates, conversations and all steps in the process is critical. You will write customized emails and letters that are specific to the individual associate situation.</li><li>Exceptional verbal communication on inbound/outbound phone calls to educate on leave and accommodation processes and policy.</li><li>Interpersonal, consulting, influencing, and relationship management skills, including the ability to build and maintain effective relationships with associates, all levels of management, and business partners.</li><li>Leadership skills to drive effective focus on solutions (Sample project: leading discussions with vendor management, legal, procurement, technology, Enable ERG members, and Fidelity's Inclusive Experience Team to present the need for, and select, an on-demand captioning software).</li><li>Effective problem solver who is self-motivated, taking ownership and accountability for results.</li><li>You navigate unchartered territory to work towards effective solutions.</li></ul><h2>The Team</h2><p>This is an opportunity to join the Leave of Absence and Accommodation Team within the HR Shared Services / Associate Servicing organization. This centralized team administers leaves of absence, requests for accommodations due to disability, and workers' compensation claims for Fidelity's US based associates.</p><h2>Certifications:</h2><p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.</p> <p><strong>Join Us</strong></p> <p>At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.</p> <p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> 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 all business days of every other week in a Fidelity office. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>

401 Fidelity Investments Jobs