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<h2>Job Description:</h2><h2>Investment Consultant</h2><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h2>The Purpose of Your Role</h2><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h2>The Expertise We're Looking For</h2><ul><li><p>Effectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h2>The Skills You Bring</h2><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><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><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest.  By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><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

Investment Consultant - The Woodlands, TX

<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>The base salary range for this position is $55,000 - $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>Certified Financial Planner ® / CFP-® - Issuing Authority, 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 - Washington D.C.

<h2>Job Description:</h2><p>Senior Manager - Global Financial Controls Center of Excellence</p><p>The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the completeness and accuracy over the key processes that impact Fidelity's financial statements. Specifically, the GFC-CoE evaluates the design and operating effectiveness of key financial controls through integrated reviews. In addition, GFC also provides advisory services for select strategic initiatives and modernization efforts.</p><p>The Senior Manager role will deliver significant value to the business by leading multiple project teams to assess risks to the firm's financial processes by managing complex integrated assurance reviews, select strategic initiatives to ensure adequate financial controls considerations as well as other ad-hoc projects and training efforts. This role provides thought leadership and subject matter expertise (SME) by partnering with Senior Business Leaders, Head of Corporate Accounting &amp; Controllership, Business Unit Controllers, Risk Functions, Process and Control Owners to deliver on the function's mission. The role will report to the VP, Head of Global Financial Controls CoE or a Director.</p><p>The Expertise and Skills We're Looking For</p><ul><li>Bachelor's Degree or above in relevant fields (e.g., Accounting, Finance)</li><li>Eight plus years of progressive experience with leading financial statement audits and assurance reviews</li><li>Advanced understanding of US GAAP, Internal Controls over Financial Reporting, and COSO framework</li><li>Blend of Public Accounting and Internal Audit experience highly desirable</li><li>Proficient with accounting concepts and financial processes including financial statement risks and controls</li><li>Professional certification CPA highly desired. Other relevant certifications CISA, CISSP and CIA</li><li>Exposure to IT Applications Controls (ITACs) and key reports (IPEs) testing</li><li>Exposure to ERP/GL SaaS implementations, Alt Investments and/or Digital Assets incl. regulatory guidance</li><li>Familiarity and proven record of driving change within complex / matrixed corporate environments</li><li>Exceptional leadership and proficient relationship builder with proven influencing and people management skills</li><li>Strong learning agility and ability to thrive in a changing environment with multiple priorities and deadlines</li><li>Excellent verbal and written communication skills to present and lead conversations with senior management</li><li>Strong project management skills, ability to manage competing priorities and workload</li><li>Financial services industry experience desirable</li></ul><p>The Value You Deliver</p><ul><li>Support the delivery of GFC's annual plan through periodic risk assessments and workstream oversight</li><li>Ensure key strategic initiatives and system implementations have adequate financial controls considerations</li><li>Serve as an accounting subject matter expert and provide thought leadership on new accounting standards</li><li>Effectively engage with key stakeholders in Accounting, IT, Risk, and Audit</li><li>Manages all phases of multiple integrated workstream reviews to ensure adherence to GFC methodology</li><li>Effectively identify key risks over in-scope processes including design &amp; operating effectiveness of controls</li><li>Develops high quality closing reports and formal presentations of key themes and issues to senior management</li><li>Coaches, develops, and manages output of direct reports to build and retain a high performing team</li><li>Demonstrates strong executive presence and storytelling ability to effectively communicate with business partners</li><li>Build rapport and credibility to earn the trust of key stakeholders and develop productive relationships</li><li>Enhances organizational maturity and introduces best practices to strengthen the controls environment</li><li>Knowledge of assigned business units, trends, regulatory standards/considerations, and risk/controls best practices; effectively apply these concepts to diverse situations</li><li>Ability to organize, monitor, and control projects to ensure efficient resource utilization and timely deliverables</li></ul>The base salary range for this position is $85,000-$179,000 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>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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><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>

Senior Manager, Global Financial Controls - CoE

<h2>Job Description:</h2><p>Searching for an experienced stock plan valuation professional interested in building a career in a team centric fast paced consulting environment!</p><p>The Team</p><p>The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of compensation and benefits design, strategy, funding, communication and delivery. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.</p><p>The Expertise You Have</p><ul><li>6-10+ years of experience in an equity compensation consulting firm</li><li>Significant equity valuation experience under ASC 718 and stock plan industry knowledge</li><li>A.S.A., F.S.A., E.A., C.E.P. and/or other applicable credentials preferred</li></ul><p>The Skills You Bring</p><ul><li>You are knowledgeable in equity program design, legislation, accounting and regulatory requirements (FAS/IAS/SEC/IRC)</li><li>You have proven interpersonal and leadership skills including the ability to build relationships at multiple organizational levels</li><li>You have outstanding collaboration skills and demonstrate experience in leading enhanced client relationships</li><li>You have strong critical thinking and problem-solving skills</li><li>You are a leader with self-motivation and determination to succeed</li><li>You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment</li><li>You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality</li></ul><p>The Value You Deliver</p><ul><li>Providing advice to Chief Financial Officers, Rewards leaders, and Finance/Compensation teams regarding their stock compensation programs and other rewards programs</li><li>Reviewing and leading a variety of recurring and one-time projects including ESPP financial reporting, ESPP design, equity award valuations (i.e., Monte-Carlo simulations for rTSR/TSR, profit interests, options, etc.) and assumption setting, Pay vs. Performance, equity/compensation program design, burn-rate/overhang benchmarking, peer group analysis, etc. </li><li>Independently lead technical accounting, disclosure, and valuation projects related to stock plans and provide project oversight for the team</li><li>Training associates and consultants to ensure continued development of the staff</li><li>Identifying process improvements and working with a team to prioritize and implement improvements to existing projects</li><li>Handling client budgets and setting expectations and client timelines. </li><li>Preparing responses to RFPs and RFIs for new prospects and participate in new business meetings with prospects as needed</li><li>Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients</li></ul>The base salary range for this position is $103,000-$218,000 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>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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><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>

Senior Consultant, Stock Plan Valuation

<h2>Job Description:</h2><h2>This job posting is for our anticipated investor center opening in the Ft. Myers, FL location in March of 2025. </h2><h2>Financial Representative</h2><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h2>The Expertise We're Looking For</h2><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</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>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h2>The Skills You Bring</h2><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</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>A key member of the team, you are offering support to Fidelity's most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><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 Representative - Ft. Myers, FL

<h2>Job Description:</h2><p>The Role </p><p>As Engagement Lead  you lead the day-to-day management of strategy projects critical to Fidelity Businesses. Our projects aim to solve Fidelity's most critical business issues, and your role is highly valued by business leaders to drive critical thinking of strategic initiatives forward. The project management and business partner relationship support that you provide to the team and our internal clients helps craft the future of Fidelity's businesses. These projects are typically staffed with three to six associates over a four to six-month timeframe. Your role is to help scope the project, lead and manage workstreams, develop your team, and partner with senior Fidelity business leaders to drive successful outcomes.<br><br>The Expertise &amp; Skills you bring </p><ul><li>You hold an MBA, or equivalent business, strategy, or analytical background.</li><li>The position requires significant management consulting, strategy, or similar experience with at least one year in the project manager role, preferably with a premier consulting firm or in a strategy group.</li><li>You have 7-10 years of work experience, including pre-MBA experience; consulting, strategy or financial services industry experience is a plus.</li><li>Demonstrated interest or experience in the financial services industry, particularly in the intermediary and institutional space.</li><li>You must have outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities.</li><li>You have both the flexibility and the skill to lead and contribute to teams.</li><li>Experience with project and team management, specifically including strategy development, evaluation of new products and services, and business transformation</li><li>Understanding and knowledge of the financial intermediary and institutional industry, including but not limited to, industry dynamics, client needs, emerging trends, new products or solutions, and competitive landscape</li><li>Understanding of key intermediary and institutional activities including but not limited to investment sales, capital markets, advisor solutions and go-to-market strategies.</li><li>Ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis, and primary/secondary research</li><li>Capable of influencing middle to senior management through both personal interactions as well as the creation and delivery of presentations</li><li>Ability to assess risk and operationalize findings - turning research into actions</li><li>Proficient in quantifying challenges and requirements related to execution</li><li>Driver of decisions in complex environments with multiple partners</li><li>Skilled in building relationships with peers and executives in a variety of capacities</li><li>A desire to work with people development and mentoring</li></ul><h2>The Team</h2><p>Fidelity Consulting ('FC') consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity's future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity's future leaders. We deliver value in a variety of ways, from leading small group projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges - preparing you for increasing leadership roles and advancing your career.</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>

Engagement Lead

<h2>Job Description:</h2><h2>Principal DB2 DBA - AWS</h2><h2>The Role</h2><p>Fidelity is seeking a seasoned database administrator/ engineer primarily with expertise in DB2 on Linux platform to join our team. In this role you will:</p><ul><li>Support DB2 on Linux and utilize your strong understanding of RDBMS and NOSQL database concepts to support our critical Fraud data platform.</li><li>Work closely with Application team to support their modernization efforts by recommending appropriate data solutions.</li><li>Support other platforms to include any flavor of PostgreSQL, NewSQL databases such as YugaByte, in-memory database solutions such as Redis/AeroSpike and NoSQL and databases such as Mongo, Cassandra.</li><li>Play a critical role in building the next generation fraud data platform by bringing in your deep database expertise and integrating those skills with the rest of the team.</li></ul><h2> The Expertise and Skills You Bring</h2><ul><li>Minimum of 10 years progressive working experience supporting enterprise database platforms such as DB2 LUW, PostgreSQL, MongDB, YugaByte, Aerospike etc.</li><li>Solid understanding of query performance and optimization techniques for various database platforms (SQL and NoSQL).</li><li>Experience working on Linux operations system and OS tuning knowledge around database workloads.</li><li>Experience working with Federation Services / Federated systems.</li><li>Moderate to advanced shell, Perl or Python scripting skills to automate or build utilities interacting with databases.</li><li>Understanding and work experience with data replication tools such as MQ Replication, IBM CDC or Attunity is required.</li><li>Sound knowledge of backup, recovery and bulk load utilities to assist developers with batch process design.</li><li>Working experience with some flavor of PostgreSQL engine.</li><li>Expertise in real time performance monitoring tools such as db2top, event monitors, WLM, Linux top, vmstat, iostat and netstat etc.</li><li>Automation skills around Terraform, Ansible to ease traditional database activities such as configuration management and monitoring.</li><li>Expertise supporting both on-prem and cloud database platforms (preferably AWS).</li><li>Good understanding of Agile sprints and Service-Now tool for change, incident management.</li><li>Analytical skills to troubleshoot complex database problems and communication skills to keep stakeholders appraised.</li><li>Proactive capacity planning, not just storage but from CPU, memory standpoint.</li><li>Experience with on-call protocols such as Incident triaging, escalation etc.</li></ul><p>The Team</p><h2>Our Center of Excellent is responsible for Enterprise Snowflake Operations, Database Operations &amp; Platform Engineering, Data Masking DevSecOps &amp; Data Ingestion Platform, Enterprise Datalake Operations, and Enterprise Data Tool Operations. We support a wide range of latest and greatest tools and technologies including Snowflake, Yugabyte, Aerospike, Oracle, DB2, Mongo, Postgres, SQL Server, NiFi, Collibra, Alation, Middleware, AWS, Azure etc.</h2><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>

Principal DB2 DBA - AWS

<h2>Job Description:</h2><p>Director, Design Strategy (Hybrid - Boston, NH or RI)</p><p>The Role</p><p>As a member of the Enterprise Design Strategy team, you will contribute to Fidelity's future growth using human-centered design to understand customers, generate new offerings and rapidly experiment with new ideas. Your work will include designing and conducting user research, identifying insights and opportunity areas, leading ideation, and testing through prototypes. You will dig into challenging, ambiguous, human-centered problems that you might not immediately associate with the investment world, but are on the forefront of where finance, technology, work, health, and data intersect.</p><p>The Expertise and Skills You Bring</p><ul><li>Master's degree in design or business, AND/OR 5-10+ years of experience in Design Research / Design Strategy / Experience Strategy</li><li>Background working on multiple projects at a design or innovation firm</li><li>Ability to lead a multidisciplinary cross-disciplinary team through the human-centered design process</li><li>Ability to navigate a complex organization and manage stakeholder relationships</li><li>Research chops-ability to design and execute qualitative research using a number of methods based on project goals and timelines</li><li>Synthesis expertise-ability to get to the 'so what,' actionable insights, key frameworks, and opportunity areas from research so the whole team can move forward</li><li>Ability to translate opportunities to ideas-guiding the team through ideation, concept development, testing and iteration</li><li>Excellent communication skills</li><li>Bonus points for experience working within a highly-regulated industry (e.g. health care, financial services)</li></ul><p>The Team</p><p>Enterprise Design Strategy is an internal innovation group which partners with business units across Fidelity. We bring expertise in design research, strategic innovation, ideation, and UX design to create new products and solutions for our clients and prospects. We tackle early-stage opportunity areas-such as how to help immigrants establish themselves in the U.S. financial system-and improve customer experiences using human-centered design and business analysis. This group formed at Fidelity in 2005 and has strong executive support; our projects often read out to the CEO and Chairman of Fidelity Investments.</p><p>At Fidelity, you will have the chance to work with teammates from leading schools and design firms. Team members say they love working here because they can sink their teeth into tricky problems, have work/life balance, and continue to hone their craft in a collaborative and supportive environment.</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>

Director, Design Strategy

<h2>Job Description:</h2><p>Every day, Fidelity Investments helps hundreds of Financial Advisors and Institutions with complex and difficult decisions they make on behalf of their customers.  As Vice President, DCIO Sales you will provide our clients (Retirement Specialist Advisors/Consultants and Record Keepers) with clarity and confidence regarding investment solutions for their end clients.  We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background.</p><p>The Team</p><p>As a Vice President, DCIO Sales your primary responsibility will be supporting and driving sales through Retirement Specialist Advisors/Consultants and Recordkeepers in your territory. You will work daily to help provide valuable market and retirement insights, and investment product solutions to retirement specialist advisors and their firms. In your role you will be an important part of the Fidelity Institutional distribution team and will be responsible for driving new business, retaining assets and growing market share.</p><p>The Expertise We're Looking For </p><ul><li>Bachelor's Degree required</li><li>Series 7 and 63 required</li><li>CIMA or CFA desired</li><li>Passion for the financial or investment management industry</li><li>5 years of field sales experience, working within Financial Services Industry highly preferred</li></ul><p>The Skills You Bring</p><ul><li>Outstanding communication, negotiation, decision making and multi-tasking abilities</li><li>Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</li><li>Ability to represent multiple investment product offerings</li><li>Excellent interpersonal skills that translate into a positive client experience</li><li>Passion for sales and the ability to uncover and qualify new opportunities</li><li>Commitment to constant self-improvement and exhibit a competitive drive</li><li>Ability to thrive in our fast paced environment and enjoy being part of a strong team</li><li>High aptitude to learn new things quickly and adapt to new situations</li><li>Effective consultative sales and presentation skills</li></ul><p>The Value You Deliver</p><ul><li>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</li><li>Collaborating with Internal partners on how to service these professionals and create more opportunities for us to partner with them going forward.</li></ul><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>

VP, DCIO Sales(Chicago, IL Territory)

<h2>Job Description:</h2><p>Director, Tax Compliance</p><p>The Tax Compliance Director supports a dynamic environment where collaboration with Operations, Legal, Technology and Product groups occur to align Fidelity's tax reporting and withholding practices with regulatory guidelines and requirements.</p><p>The Role</p><p>Are you a tax professional seeking to join a growing team passionate about assisting Fidelity businesses meet the challenging tax requirements that apply to the products and services we offer? Join our team of operational tax compliance professionals, growing our Tax Compliance function! In this role, you will focus on the development of tax compliance policies that will guide how Fidelity associates meet the statutory and regulatory requirements. You will support and enable growth of Fidelity by providing sound compliance advice and leadership, anticipating regulatory matters, crafting effective supervisory and compliance programs, implementing new rules.</p><p>Your expertise will be used in evaluating compliance with the policies, recommending ambitious and incremental improvements, thought leadership, and supporting implementation of new technology.</p><p>The Expertise and Skills You Bring </p><p>Our ideal candidate will have proven experience in tax compliance, regulatory advisory or other confirmed experience, possessing a strong knowledge and understanding of the tax framework that applies to Fidelity's product offering. This includes the ability to research and apply the tax requirements to our existing businesses, to new product offerings, and new business ventures. We are looking for individuals with experience in the compliance, brokerage, or financial services industry. A masters degree or L.L.M. in Taxation or other advanced degree is desirable.</p><p>Successful candidates can apply regulatory experience and insight to explain sophisticated tax concepts to associates at all levels. A self-initiating and solutions oriented personality along with good judgement and discretion are also key traits. We are also seeking someone with effective written and verbal communication skills.</p><p>The Team</p><p>Fidelity Investments Tax Compliance is a growing unit within Fidelity's Corporate Tax Function committed to working with our Fidelity's businesses to integrate tax into every day operations allowing them to meet their regulatory obligations in an effective and efficient manner. Our team members are passionate about finding solutions to challenging tax issues. We are a dynamic team supporting multiple different businesses, products, and service offerings.</p>The base salary range for this position is $100,000-$169,000 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>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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><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>

403 Fidelity Investments Jobs