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<h3></h3><h3>Job Description:</h3><h3><strong>Manager, Account Lifecycle</strong> </h3><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Role </strong></p><p>The primary mission of the Investment Operations team is helping people, help people. We are looking for dynamic and customer-focused Leader to lead our Advisor Firm Implementation and Pooled Income Fund. The manager is accountable for firm-level support activities, including onboarding new firm relationships, leading ongoing firm-level account changes, entity changes, and coordinating with internal partners to ensure seamless integration across systems and processes. Additionally, they lead the program aspects of the Pooled Income Fund program, coordinating the full lifecycle (account maintenance, client statements, asset distributions, and vendor management for PGCalc). This leader ensures operational excellence, program continuity, risk mitigation, and a consistently high-quality client experience across all components of the service.</p><p>The ideal candidate is a strategic problem solver and people leader who thrives in complex environments. They complete work precisely and foster positive relationships across technology, operations, compliance, client experience, and product teams.</p><ul><li>Lead onboarding for new firms, ensuring seamless integration into operational models, data flows, and service expectations</li><li>Handle firm account changes, including mergers, acquisitions, restructures, and affiliation updates</li><li>Establish routines to strengthen firm-level relationships and ensure a consistent, engaged partnership experience</li><li>Drive entity change projects and processes with cross-business units partners</li><li>Lead the end-to-end PIF program management related to client account maintenance, client statements, distributions, and vendor interactions</li><li>Lead all aspects of operational workflows, service quality, and risk controls across the full client lifecycle</li><li>Establish and maintain service-level frameworks, including important metrics, SLAs, escalation paths, and governance routines</li><li>Drive continuous improvement initiatives to enhance efficiency, reduce complexity, and strengthen operational stability</li><li>Partner with RPA and technology teams to define business requirements, prioritize enhancements, and support delivery of system updates</li><li>Serve as the business owner for PGCalc processes and associated vendor relationships</li><li>Ensure data completeness, integrity, and compliance with regulatory and contractual requirements</li><li>Lead vendor performance, contracts, and regular reviews; partner on roadmap items and issue resolution</li><li>Partner with internal teams—including Technology, Compliance, Product, Risk, Service, and Client Experience—to coordinate delivery, handle customer concerns, and resolve complex issues</li><li>Represent PIF and Firm Support in strategic forums, governance meetings, and firmwide initiatives</li><li>Influence senior leadership with data-driven insights and thoughtful recommendations</li><li>Lead, coach, and develop a team of analysts to deliver high-quality support</li><li>Build an environment centered on accountability, collaboration, and continuous improvement</li><li>Ensure team members have clear development plans and are cross-trained to strengthen resiliency and capacity</li></ul><h3><strong>The Expertise and Skills You Bring:</strong></h3><ul><li>You approach every situation with a customer first perspective</li><li>Bachelor’s degree in Business, Management, or a related field is preferred)</li><li>5–7+ years of experience in program management, operations, client services, or related financial services</li><li>Demonstrated leadership experience managing people and driving cross-functional initiatives</li><li>Strong understanding of client account maintenance processes, statements, or client reporting workflows</li><li>Experience managing vendors and operational dependencies</li><li>Ability to interpret data, identify trends, and drive disciplined execution through metrics and controls</li><li>Excellent communication, key partner management, and problem-solving skills</li><li>Background managing firm-level onboarding or relationship support</li><li>Comfort working with complex systems and transformation initiatives</li><li>Advanced project management skills, with experience in XTRAC, Salesforce, Archer, Jira, and other customer account tools</li></ul><h3><strong>The Team</strong></h3><p>Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.</p><h3></h3><h3>Certifications:</h3><h3></h3><h3>Category:</h3><h3></h3>Operations<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

Fidelity Investments

Manager, Account Lifecycle

As a Service Advisor, you’ll be part of a nationwide team servicing 20,000 cars a day&nbsp;and building customer loyalty that spans generations. Along with your communication skills and automotive knowledge, you’ll utilize&nbsp;leading-edge technology to uncover selling opportunities that keep drivers safe in their vehicles.<p></p><p></p><h2>Position Overview</h2><p><br>Working in our state of the art service departments, the Service Advisor acts as the go-between for Service Technicians and customers. In this position, you’ll be able to get out from behind the desk and play an active role in the service lane. AutoNation will look to you to explain the Service Technician’s recommendations to the customer in easy-to-understand language – and suggest up-sell opportunities to keep the customer’s vehicle safe.</p><h2><br>What Will I Do Every Day?</h2><ul><li><p>Set, confirm and prepare for appointments with customers so they can have a great service experience</p></li><li><p>Meet or exceed targeted sales goals &amp; the targeted customer satisfaction index</p></li><li><p>Greet customers in a friendly manner when they arrive</p></li><li><p>Determine vehicle needs based on customer information and a vehicle walk-around, inspections and test drives</p></li><li><p>Use a consultative selling process to assist customers in planning for ongoing required maintenance of their vehicle</p></li><li><p>Produce repair orders for customers, including cost and time estimates, with full transparency</p></li><li><p>Communicate frequently with technicians and parts associates to ensure timely completion of work</p></li><li><p>Follow up with customers on the status of their vehicle, based on how the customer wants to be informed</p></li><li><p>Follow up with customers to ensure satisfaction</p></li><li><p>Gain superior product knowledge to effectively help customers</p></li><li><p>Provide an exceptional customer experience to drive loyalty</p></li></ul><h2>&nbsp;<br>What are the requirements for this job?</h2><ul><li><p>High school diploma or equivalent</p></li><li><p>Proven ability to provide an exceptional customer experience</p></li><li><p>Ability to set and achieve targeted goals</p></li><li><p>Prior sales experience preferred but not required</p></li><li><p>Demonstrated communication, consultative, interpersonal and organizational skills</p></li><li><p>The willingness to follow up with customers</p></li><li><p>Experience and desire to work with technology</p></li><li><p>Valid in-state driver’s license and an acceptable, safe driving record</p></li></ul><p></p><p></p><p>Sales, Auto, Automotive, Sales Person, Sales people, Car, Cars, Chevy, Ford, Dodge, GM, GMC, Jeep, Chrysler, CDJR, Honda, Toyota, Nissan, Subaru, VW, Volkswagen, Kia, Hyundai, Fiat, BMW, Mercedes, Lexus, Acura, Infiniti, Cadillac, Chevrolet, Lincoln, Lotus, Lucid Motors, Maserati, Mazda, MB, Mercedes Benz, Mercedes-Benz, MINI, Mitsubishi, Nissan, Polestar, Porsche, RAM, Rivian, Rolls Royce, Rolls-Royce, SAAB, Saturn, Scion, SMART, Subaru, Suzuki, Tesla, Volkswagen, Volkswagen, VW, Volvo, Daimler, Stellantis, Renault, Tata, Zhejiang Geely, ZGH, Lithia, Sewell, Used cars, Customer Service, phone sales, internet sales, fleet, manager, telemarketer, telemarketing, public relations, broker, finance, financial advisor, retail, truck, trucks, commercial, auto sales, automotive sales, job fair, telemarketer, telemarketing, public relations, broker, finance, financial advisor, retail, truck, trucks, commercial, salesperson, salesman, saleswoman, selling, car sales, automotive salesperson, car salesman, customer service, retail, account executive, enrollment advisor, personal trainer, sales, marketing, market, sell, video, retail, manager, store, college, customer, service, training, telephone, telesales, inside sales rep., commission, unlimited, opportunity, opportunities, selling, retailing, wholesale, auto, boat, recreational, automobile, vehicle, motorcycle, RV, education, support, furniture, furnishings, jewelry, salesperson, salesman, women, men, mentor, mentoring, coach, coaching, appliance, appliances, TV, department store, supervisor, management, instructor, call center, automobiles, cars, trucks, computer, internet, consultant, teacher, help, needed, inside, representative, salespeople, speaker, mobile homes, market, vendor, restaurant, bartender, waiter, waitress, cocktail, hosts, host, casino, dealer, hospitality, server, servers, hostess, marketing, promotions, brand ambassador, product specialist, ecommerce, commerce</p><p></p><h2>Exciting Benefits and Perks Await You:</h2><ul><li><p>Competitive compensation and 401k matching</p></li><li><p>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</p></li><li><p>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</p></li><li><p>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</p></li><li><p>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</p></li></ul><p></p><p></p><p>AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve.<br>&nbsp;</p><p>AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.</p>

AutoNation

Service Advisor - Honda Lewisville

<h3></h3><h3>Job Description:</h3><p><strong>Analyst –TA Operations</strong></p><p><strong>Jersey City, NJ, Westlake, TX, Smithfield, RI</strong></p><p><strong>The Role:</strong></p><p>Fidelity Stock Transfer is looking for an Analyst to be part of a team leading our next-generation transfer agent operations. In your capacity, you will help foster productive customer interactions and help solve our customers’ business challenges while pairing with our new technology and our passion for excellent customer service.</p><p>As a transfer agent analyst, you will be part of a cross-functional team helping to map out existing operational processes, articulate customer pain points, identify best practices and together, imagine new ways to manage registered securities.</p><p>Responsibilities include: </p><ul><li><p>Review and process customer transactions and account inquiries including but not limited to escalations</p></li><li><p>Comply with all policies and procedures related to all aspects of TA Operations</p></li><li><p>Ensure quality standards are enforced, met and compliant with regulatory mandates </p></li><li><p>Ensure all key daily duties are performed timely and accurately</p></li><li><p>Collaborate with aligning business partners to develop and create written procedures </p></li><li><p>Ensure all procedures are updated to mitigate process risks</p></li><li><p>Demonstrate a collaborative mindset aligned with process improvement, efficiencies and risk mitigation</p></li><li><p>Participate in architectural system design with product, technical and operations teams to ensure proper system build satisfying TA needs</p></li><li><p>Collaborate and influence outcomes in a large matrix-managed environment and across multiple and diverse groups</p></li><li><p>Support and lead business initiatives and special projects</p></li><li><p>Liaise with others to implement corporate strategy</p></li><li><p>Cross train as needed </p></li><li><p>Other duties as assigned by management</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>College Degree required and/or 7-10 years experience in Financial Service Operations </p></li><li><p>Tax knowledge, including W-8 validation, information reporting including 1042s, and withholding processes</p></li><li><p>Strong knowledge of transfer agent operational processes, project management and SEC regulations</p></li><li><p>Effective written, verbal and listening skills</p></li><li><p>Strong problem solving and decision-making skills</p></li><li><p>Proficient in Microsoft office Word, Excel and other basic knowledge of other products within suite</p></li><li><p>You are highly motivated, learn quickly and perform well under pressure and in a fast-paced environment </p></li><li><p>You can demonstrate strong communication skills and are client focused</p></li><li><p>Effective problem solving and decision making </p></li><li><p>Risk mitigation through policy and procedural understanding </p></li><li><p>You can multitask and prioritize requests and deliver timely and accurate solutions to clients and shareholders</p></li><li><p>Building and managing relationships with clients and internal business partners is a priority for you </p></li><li><p>You can thrive in a team environment and demonstrate a willingness to assist other team members </p></li><li><p>You bring intellectual curiosity and are committed to continuous learning and personal development </p></li><li><p>Facilitate and lead new assignments, projects, and activities within the role in the Fidelity community is something you strive for </p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team </strong></p><p>We are Fidelity Labs, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses, and financial institutions we serve.</p><p>Fidelity Labs is a dynamic workplace that combines the best parts of startup life— building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at <a href="https://myfiles.fmrcloud.com/personal/a693146_fmr_com/Documents/Apiary%20-%20general%20information/Job%20Descriptions/labs.fidelity.com" target="_blank">labs.fidelity.com</a>.</p><p><strong>This opportunity is brought to you by Fidelity Labs. </strong></p>The base salary range for this position is $66,000-125,000 USD 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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3></h3><h3>Certifications:</h3><h3></h3><h3>Category:</h3><h3></h3>Brokerage Operations

Transfer Agent Analyst

The e-Commerce Sales Associate interacts with hundreds of customers – online, over the phone and in person – to help guide their vehicle purchase in our no-haggle sales environment. Responding to leads in a timely fashion, answering questions, providing information and helping guide customers effectively from phone and internet contact to an in-store experience while providing an exceptional customer experience is key.<p></p><p></p><p><b>Sell with Confidence. Grow with AutoNation.</b></p><p>AutoNation is redefining the car-buying experience—and we need driven, customer-focused professionals to help us lead the way. With nationwide inventory and a supportive team, you’ll have everything you need to succeed.</p><p></p><p><b>Why You’ll Love Working Here:</b></p><ul><li>Competitive benefits</li><li>Career paths into finance, management, and beyond</li><li>A culture built on trust, transparency, and teamwork</li></ul><p></p><p><b>What We’re Looking For:</b></p><ul><li>Strong communication and interpersonal skills</li><li>A desire to help people and exceed expectations</li><li>Sales or customer service experience preferred</li></ul><p></p><p>Apply now and start building a career with purpose and potential.</p><p></p><h2>What are the requirements?</h2><ul><li>Proven ability to provide an exceptional customer experience</li><li>Drive to set targeted personal income goals consistent with AutoNation’s standards of productivity</li><li>Over 1 year automotive sales experience</li><li>Proven ability to exceed established automotive sales and customer service goals</li><li>Excellent communication, consultative, interpersonal and organizational skills</li><li>The willingness to follow up, and follow-up again, with customers</li><li>Valid in-state driver’s license and an acceptable, safe driving record</li><li>High school diploma or equivalent</li></ul><h2>&nbsp;<br>Why should I work for AutoNation?</h2><ul><li>You want to work for a car dealer that has a strong moral compass and treats all its associates with respect</li><li>You’ll be empowered with the tools needed to support our customers’ needs and realize your earning potential. What tools? How’s a best-in-class CRM, state-of-the-art equity mining tools to help you uncover better sales leads, preferred relationships with over 30 lenders to get your customers financed and access to a national inventory of over 100,000 new and pre-owned vehicles so you can always find the perfect match for your customer.</li><li>We represent 36 brands in 16 states, so there’s always opportunity to grow your career as a Sales Associate and beyond. Join AutoNation and accelerate as far and fast as your talent and our support can take you.</li><li>How will I be paid? Will I receive training?</li><li>As an Experienced Sales Associate, you’re able to start working on our competitive commission pay plan right away!</li><li>Throughout your career, we’ll provide you with the hands-on, digital and classroom training you need grow and advance while also empowering you to build&nbsp;your book of business and close deals like the expert you already are.</li></ul><p></p><p></p><p></p><h2>Exciting Benefits and Perks Await You:</h2><ul><li><p>Competitive compensation and 401k matching</p></li><li><p>Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits.</p></li><li><p>Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear</p></li><li><p>Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers</p></li><li><p>Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide</p></li></ul><p></p><p></p><p>AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve.<br>&nbsp;</p><p>AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world.</p>

Used Car Sales Associate - AutoNation USA Denton

<h3></h3><h3>Job Description:</h3><p><strong>Lead, Data Analytics and Quality Insights</strong></p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Role</strong></p><p>The primary purpose of your role is to provide analytical and process improvement support for initiatives aimed at improving quality across Fidelity Charitable. As part of your role, you will consider all aspects of people, process and technology as you analyze and synthesize data from a variety of sources, document processes and issues, offer new and innovative solutions and implement improvements that deliver business value</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>A bachelor’s degree with 5+ years of experience in analyzing data, developing reporting capabilities, and delivering insights to inform business decisions</li><li>This includes data-driven proactive risk identification, automation of manual processes, and providing high-quality data analysis</li><li>Experience with data visualization and reporting tools (e.g., Tableau, Power BI, etc.)</li><li>Proficiency in data analysis tools and programming languages (e.g., SQL, Python, R, etc.).</li><li>Knowledge of Robotic Process Automation (RPA) Blue Prism, Business Intelligence etc.</li><li>Demonstrated knowledge of one or more operational improvement frameworks, methodologies or toolkits such as Lean, Six Sigma or Business Process Reengineering.</li><li>You have a penchant for problem solving, are detail-oriented and can think analytically, commitment to continuous improvement with a growth mindset.</li><li>You are intellectually curious, take initiative, love learning new skills and sharing that knowledge with others.</li><li><strong>Leadership</strong>: You are a self-starter and are willing to challenge the status quo, try new things, and work independently</li><li><strong>Information Gathering</strong>: You know how to creatively collect information from a wide variety of sources. You can take large amounts of information, narrow it down and identify the critical pieces</li><li><strong>Analysis &amp; Synthesis</strong>: You know how to analyze and synthesize information, you can provide fundamental business insights from the information that is not obvious to others and leads to actionable, improvement recommendations</li><li><strong>Process Modeling</strong>: You have the ability to (or willingness to quickly learn how to) facilitate and document process mapping sessions that identify issues, foster creating innovative solutions and enable implementing future designs that significantly improve process quality</li><li><strong>Problem Solving</strong>: You are comfortable with ambiguity and can simplify complex problems and provide creative, practical solutions</li><li><strong>Communication</strong>: You communicate effectively to foster transparency and collaboration; you can build solid relationships with professionals within an organization and become a trusted business partner</li><li><strong>Technical Proficiency</strong>: You also have a strong ability to learn new tools, applications, and systems quickly</li><li>Collect and analyze quality and operational control data, synthesize findings; formulate and present recommendations</li><li>Producing actionable oversight reporting for leaders</li><li>Use standard methodologies to conduct root cause analysis, formulate cogent problem statements, and quantify opportunities</li></ul><p><strong>Process Improvement and Project Support</strong></p><ul><li>Create process maps that are a means to an end - realizing significant business results</li><li>Develop and revise processes, procedures, presentations and lessons learned ensuring final deliverables meet standards for order, clarity, conciseness, style and terminology</li><li>Assist management in implementing process improvements, developing implementation plans, preparing training materials, monitoring the implementation and recommending refinements</li></ul><p><strong>Professional Engagement</strong></p><ul><li>Continuously improving one’s own skills and competencies to become a respected partner across the organization: striving to always be better</li><li>Developing and maintaining relationships to foster alignment, collaboration and the sharing of best practices</li></ul><p><strong>The Team</strong></p><p>Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising</p><h3></h3><h3>Certifications:</h3><h3></h3><h3>Category:</h3><h3></h3>Quality<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

Lead, Data Analytics and Quality Insights

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We are seeking a <strong>Director of Fund Financial &amp; Tax Reporting</strong>, who will be responsible for assessing how new and changing requirements affect the regulatory reports and filings produced by the Shareholder Reporting Team. Primary areas for evaluation will include complex instruments (e.g., derivatives, short securities, alternative and digital assets), emerging regulatory changes (e.g., new SEC rules, US GAAP accounting and reporting updates) and complex and innovative products. You will assemble critical information and coordinate comprehensive end to end analyses for production team leads to interpret impacts.</p><ul><li>Get up-to-speed quickly on a variety of critical new requirements ranging from complex instruments to regulations and authoritative guidance.</li><li>Create requirement summaries to inform the broader Shareholder Reporting staff and to highlight impacted products and deliverables.</li><li>Facilitate meetings and collaborate with internal team leaders to capture operational demands of new requirements across the Shareholder Reporting production teams.</li><li>Summarize and communicate impacts of new requirements to Senior Management and key business partners.</li><li>Coordinate and maintain documentation for ongoing reference and to support implementation of new and changed processes.</li><li>Coordinate and deliver training that improves Shareholder Reporting staff’s conceptual understanding of new and changing requirements.</li><li>Demonstrate an initiative-taking approach to growing your knowledge and supporting Shareholder Reporting’s readiness for new and changing requirements impacting our business.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s Degree or equivalent experience</li><li>8+ years of experience preferred including financial services experience with an asset manager, audit firm or custodian bank, preferably in administration for investment funds.</li><li>CPA preferred</li><li>Familiarity with regulatory reports and filings for investment companies including their operational support processes.</li><li>Investment product knowledge including investment structures and their regulatory and compliance frameworks.</li><li>Research skills including the ability to capture information about a topic, review that information and analyze and interpret the details in a way to support a solution.</li><li>Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines.</li><li>Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences.</li><li>Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint. Power BI preferred.</li></ul><p><strong>Note: </strong>Fidelity is not providing immigration sponsorship for this position.</p><p><strong>The Team</strong></p><p>In Shareholder Reporting, we are on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team, Requirements &amp; Standards (R&amp;S), is part of the Fidelity Fund and Investment Operations (FFIO) organization and supports Shareholder Reporting as a central service team passionate about intaking new work to help expand Shareholder Reporting’s capabilities and to accelerate operational readiness for new products and requirements. The team interacts with many groups within the Fidelity organization and effectively represents the business to customers and business partners.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p><p>Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

Director, Fund Financial & Tax Reporting

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you interested in collaborating across teams and contributing on a developing operational team? Do you have an understanding of financial reporting requirements for real estate products? The Manager, Shareholder Reporting, Real Estate Financial Statements Production role is a rare opportunity to participate in the establishment of a real estate funds’ platform.</p><p>The role will contribute on a team that delivers accurate, timely financial reports required for real estate funds. Primary responsibilities of the role relate to the Core Real Estate Fund established as a REIT and includes quarterly/annual reporting, responsibility for Securities Exchange Act of 1934 Reporting with SEC (including Forms 10Q, 10K, 8K), SOX 404 compliance as well as the use of Yardi accounting software.</p><p>In this role you will prepare, review, and coordinate the production of financial statements to ensure they are accurate, timely and adhere to GAAP and other relevant accounting standards. Your ability to work within an operations team, meet deadlines, resolve production issues, and implement process improvements will assist at increasing efficiency and quality. You will engage closely with the Direct Real Estate Finance Team, Alternative Accounting, and the products’ external auditors in overseeing quarterly and annual financials, and regulatory filings as well as the audit cycle.</p><p> You will be part of a team dedicated to alternative products and focused on identifying short and long-term processes, controls, and technology solutions to support operational proficiency on new and evolving products. You will think and work across Fidelity partnering with the rest of the Fidelity Fund and Investment Operations (FFIO) organization and collaborate with business partners in the Direct Real Estate Investment and Finance Teams, Asset Management including its Treasurer’s Office and Compliance, Risk &amp; Business Operations.</p><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li><strong>Bachelor’s degree or equivalent with 5+ years of financial services experience with real estate products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed)</strong></li><li><strong>Knowledge of real estate reporting as well as relevant accounting and reporting standards (US GAAP)</strong></li><li>Experience with Yardi accounting software preferred</li><li>Ability to work and lead in an operations-focused fast paced team environment</li></ul><ul><li>Innovation attitude – ability to identify and drive forward new ways to improve current processes.</li><li>Excellent written and verbal communications skills and strong presentation capability.</li><li>Proficiency in various PC software applications (e.g., MS Teams, Excel, Word, PowerPoint)</li></ul><ul><li>Advanced excel skills and experience translating accounting data into financial statement presentation</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3><strong>The Team</strong></h3><p>In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success!</p><p>#Fidelityalts</p><p>#FFIOALTS</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

Share Holder Financial Statement Reporting - Real Estate Alternative Accounting

<h3></h3><h3>Job Description:</h3><p><strong>VP, Head of Investment Oversight</strong></p><p><strong>The Role</strong></p><p>In this role you will manage the <strong>Investment Oversight Team</strong>, which helps ensure that the assets of Fidelity Charitable are invested in a prudent manner and in line with investment policies and guidelines. The team consists of three functional areas: 1) oversight of the investment portfolio holdings against established policies and guidelines, 2) execution and oversight of trading activity, and 3) investment data, reporting strategy, and investment decision support tools.</p><p>This team also serves as subject matter experts and is the primary point of contact for internal cross-functional business partners, as well as external advisors and donors on topics related to investment program capabilities, guidelines, and policies. Additionally, the team is responsible for oversight of non-discretionary trading and the liquidation of certain securities contributions made by donors.</p><p>In this role, you will define and communicate the direction and multi-year strategy of the oversight, trading and reporting teams. You will work across the organization to influence outcomes and gain alignment on initiatives. You will set standards of care, policies and guidelines that will drive the work of the team. You will provide managerial oversight of the team, including the establishment of controls and reporting. You and the team will support new and existing advisor and donor relationships though consultative and solution-oriented discussions with advisors, donors, and with internal stakeholders (relationship managers and fundraisers). You will work with management to identify and implement opportunities to improve service quality and operating efficiency, optimize costs, and mitigate operational risk. You will serve as the main point of contact for organizational strategic and departmental initiatives and projects related to investment oversight. You will work collaboratively with internal auditors and other operation heads in developing and maintaining a strong control environment.</p><p>You will build and strengthen relationships with internal and external stakeholders. You will cultivate a sense of partnership and collaboration. Support an inclusive and respectful work environment. Mentor and develop team members to their full potential. Adhere to Fidelity’s leadership principles.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>15+ years’ experience in investment oversight, operations, and trading</p></li><li><p>MBA or graduate degree in finance, economics, or related field</p></li><li><p>CFA and/or CAIA, or progress towards these certifications is preferred.</p></li><li><p>Demonstrated experience setting multi-year strategies for a functional team, working across an organization to gain trust and alignment with other senior leaders.</p></li><li><p>Strong intrapersonal skills, building and strengthening relationships, influencing without authority.</p></li><li><p>Proven experience leading a team of successful professionals, including mentoring and career development.</p></li><li><p>Experience with compliance and risk management work.</p></li><li><p>Experience conducting analysis of portfolio asset allocation, performance, and attribution, in context of investment policy statements and guidelines.</p></li><li><p>Experience with capital markets, including institutional trading in various markets and venues, and analysis of trading metrics.</p></li><li><p>In-depth understanding of public equities, fixed income, international, and derivatives markets. Understanding of alternative investments and their role in a well-diversified portfolio.</p></li><li><p>Experience with the creation of investment reporting to senior leadership and/or boards.</p></li><li><p>Experience presenting detailed portfolio overviews to senior leadership, including market commentary, allocation decisions, attribution and performance.</p></li><li><p>Outstanding decision-making and problem resolution skills, including account remediation plans, and the ability to operate and collaborate with a high level of autonomy.</p></li><li><p>Demonstrated relationship building and influence capabilities.</p></li><li><p>Excellent written and oral communication skills.</p></li><li><p>Strong project-management skills; can think end-to-end about processes and workflows. Experience documenting and improving processes and procedures. Experience preparing and communicating strategic plans, project updates, and detailed metrics.</p></li><li><p>Experience with Advent APX and Morningstar Direct is a plus.</p></li></ul><p><strong>Note:</strong> Fidelity is not providing immigration sponsorship for this position.</p><p><strong>The Team</strong></p><p>Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.</p><h3></h3><h3>Certifications:</h3><h3></h3><h3>Category:</h3><h3></h3>Investment Operations<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</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>

VP, Head of Investment Oversight

<p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Transaction Service Representative in Westlake, TX and Smithfield, RI!</p> <p>Do you want to work for a fast paced, growing organization where people make the difference? Do you flourish with providing exceptional client service? Join us as a Transaction Service Representative where you will assist in servicing and processing transactions for our Custody clients.<br> </p> <p><strong>Rate:</strong> $22.00 per hour.</p> <p><strong>Duration: </strong>3 months with likely extensions, possible conversions to FTE depending on performance and other factors<br> </p> <h3><strong>The expertise we’re looking for</strong></h3> <ul> <li>1 year of financial or customer services experience or equivalent work experience </li><li>Consistent record in high volume, high paced data centric processing environment </li><li>Customer oriented </li><li>High school diploma </li></ul> <h3>The purpose of your role</h3> <p>The Transaction Service Representative (TSR) will work in a centralized Operations team, which consists of Money Movement, TOA, and New Account/Maintenance associates. Associate will work on all operational requests submitted from Fidelity Custody Advisors and Service Teams, ranging from fundamental/simple transactions to specialty/complex transactions. The TSR will be expected to master the fundamental processing queues and will be responsible for the accurate and timely processing of the transaction requests, ultimately providing a positive overall operational experience for those clients. To be successful in this role, one must have or gain a working knowledge of several Fidelity processing and workflow systems. Representatives are expected to be key contributors to a positive workplace environment, process improvement, and demonstrate a strong commitment to partnership and shared success. They are expected to own their professional development plan and acquire additional skills that ensure continued growth in and effective contribution to the organization. Representatives are expected to consistently track and maintain performance metrics related to productivity and quality.</p> <h3>The skills you bring</h3> <ul> <li>Your ability to work well on teams and in fast-paced, cross-collaborative environments. </li><li>You think analytically and deliver solutions to complex challenges. </li><li>You take pride in your work and have a detail-oriented mindset. </li><li>Your eagerness to learn is driven by self-motivation, curiosity, and ability to ask questions. </li><li>You have intermediate to advanced knowledge of Microsoft Office applications. </li></ul> <h3>The value you deliver</h3> <ul> <li>Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner. </li><li>Driving high satisfaction, quality and efficiency for both the client and Fidelity. </li><li>Delivering superior results quickly and efficiently, using effective time management skills. </li><li>Driving innovation through curiosity and comprehensive understanding of business processes and challenges. </li><li>Bringing energy and excitement to your role every day. </li></ul> <h3>How your work impacts the organization</h3> <p>The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing &amp; Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy in an effort to optimize their experience with Fidelity; in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support.</p>

Fidelity TalentSource

Transaction Processor

<p><b>ABOUT GREYSTAR</b></p><p>Greystar is a leading, fully integrated global real estate company offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing, logistics, and life sciences sectors. Headquartered in Charleston, South Carolina, Greystar manages and operates more than $290 billion of real estate in 247 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, manages more than 857,400 units/beds globally, and has a robust institutional investment management platform comprised of more than $76 billion of assets under management, including over $34 billion of development assets. Greystar was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit <a href="http://www.greystar.com" target="_blank">www.greystar.com</a>.</p><p><b><br>JOB DESCRIPTION SUMMARY</b></p>Oversees and performs technical and mechanical work that ensures the inside and external buildings, grounds, amenities, and common areas of the community meet the Company’s standards for cleanliness, appearance, safety, and overall functionality.<p><b>JOB DESCRIPTION</b></p><ul><li>Assists and completes work orders generated from resident requests for service, as well as routine upkeep on the community by diagnosing the source or cause of the defect or problem, and making repairs in accordance with established policies, procedures, safety standards, and code requirements.&nbsp;&nbsp; 2. Oversees and completes the “make-ready” process to prepare vacant apartment homes for leasing and new moveins by completing the pre-move-out inspection, creating a “punch” list of maintenance work needed, scheduling vendors and contractors as needed, obtaining needed supplies and materials, completing all maintenance tasks, and inspecting completed work.&nbsp;</li><li>Develops standards for the cleanliness and overall appearance of the community’s grounds, amenities, building exteriors, market ready unit interiors, breezeways, curbs, signage, leasing office, central garbage areas, parking lots, and other buildings and common areas to ensure that they reflect and represent the high quality of the community and Greystar standards.&nbsp;</li><li>Periodically inspects work performed by other service team members to assess effectiveness of policies and procedures and develop corrective action plans as needed.&nbsp;</li><li>Periodically inspects work performed by contractors, vendors and other service providers to verify the work, materials and services meet quality standards, scope and specifications as required.&nbsp;</li><li>Maintains adequate inventory of spare parts and maintenance materials and works with Community Manager to order supplies and tools as needed to stay within budgetary guidelines.&nbsp;&nbsp;&nbsp;</li><li>Completes monthly preventative maintenance procedures as outlined in the Policy and Procedure Manual.&nbsp;</li><li>Supports cost-cutting and expense control programs by fixing rather than replacing parts when possible, not being wasteful with materials and supplies, and practicing the correct use for tools and equipment.&nbsp;&nbsp;</li><li>Conducts regularly scheduled Greystar safety meetings, ensure all MSDS sheets are current and readily accessible, and keeps up to date on all OSHA and other safety related laws and requirements to ensure community compliance.</li><li>Demonstrates customer services skills by treating residents and others with respect, answering questions from team and residents, responding sensitively to complaints about maintenance services, and assigned work orders with efficiency and urgency.&nbsp;&nbsp;</li></ul><p>#LI-MS1</p><p><b>Additional Compensation</b>:</p><ul><li><i>Corporate Positions</i>:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in&nbsp;an annual bonus program based on&nbsp;individual and company performance.</li><li><i>Onsite Property Positions</i>:&nbsp;In&nbsp;addition to the base salary, this role may be eligible to participate&nbsp;in weekly, monthly, and/or quarterly bonus programs.</li></ul><p><b>Robust Benefits Offered*:</b></p><ul><li>Competitive Medical, Dental, Vision, and Disability &amp; Life&nbsp;insurance benefits. Low (free basic) employee Medical costs for employee-only coverage; costs discounted after 3 and 5 years of service.</li><li>Generous Paid Time off. All new hires start with 15 days of vacation, 4 personal days, 10 sick days, and 10 paid holidays. Plus your birthday off after 1 year of service! Additional vacation accrued with tenure.</li><li>For onsite team members, onsite housing discount at Greystar-managed communities are available subject to discount and unit availability.</li><li>6-Week Paid Sabbatical after 10 years of service (and every 5 years thereafter).</li><li>401(k) with Company Match up to 6% of pay after 6 months of service.</li><li>Paid Parental Leave and lifetime Fertility Benefit reimbursement up to $10,000 (includes adoption or surrogacy).</li><li>Employee Assistance Program.</li><li>Critical Illness, Accident, Hospital&nbsp;Indemnity, Pet&nbsp;Insurance and Legal Plans.</li><li>Charitable giving program and benefits.</li></ul><p><i>*Benefits offered for full-time employees. For Union and Prevailing Wage roles, compensation and benefits may vary from the listed&nbsp;information above due to Collective Bargaining Agreements and/or local governing authority.</i></p><p>Greystar will consider for employment qualified applicants with arrest and conviction records.</p>

20 Procurement / Operations Jobs in Denton County