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<h3>Job Description:</h3>Director – Enterprise Compliance Strategy &amp; Planning Lead The RoleAs a Director on the Strategy and Planning team, you will help shape the Compliance organization’s strategic business management practices and routines. You will work with partners across Compliance teams to perform a broad range of activities, including:<ul><li>Leading / supporting strategic compliance projects and initiatives</li><li>Communicating Compliance strategy and driving understanding of key priorities across the organization,</li><li>Supporting and coordinating executive level / governance meetings, senior leadership team offsites, presentations, reports and communications,</li><li>Facilitating multi-year planning and scorecard routines,</li></ul>The Director will also oversee operational activities on behalf of the Compliance organization such as budgeting, resource/headcount planning, developing/maintaining a calendar of communication routines and key organizational events. This role requires both detail orientation and strategic navigation, the ability to work across all levels of the organization, and the capacity to be the driving force behind progress and routine. Reporting to the Head of the Compliance Framework &amp; Strategy team, you will play a vital role in making sure that the Compliance organization continues to operate efficiently and effectively.<ul><li>Lead the strategy and MYP process for Compliance in partnership with the Senior Leadership Team and business partners.</li><li>Assisting in the development of strategic planning analyses and deliverables for presentation to executive leaders</li><li>Understand the overall Compliance strategy, so that you can support the operation and management discipline of the Compliance organization through ongoing management routines.</li><li>Develop, communicate, and influence the adoption of Strategy &amp; Planning standards and the tools and platforms used to manage the associated work.</li><li>Collaborate with the Compliance leadership team to refine and align business strategies and major initiatives.</li><li>Assume ownership for and understand the prioritization of tasks and milestones on initiatives, programs, and projects to which you are assigned; ensure that deadlines are not missed.</li></ul>The Expertise and Skills You Bring<ul><li>BS/BA degree with at least 10 years of work experience.</li></ul><ul><li>Demonstrated ability to drive people-oriented efforts, including developing messaging and communications for change management.</li><li>Self-starter, naturally dynamic and collaborative, with the ability to work independently.</li><li>Excellent verbal and written communication skills and the ability to interact professionally across diverse groups and various levels of leadership.</li><li>Critically evaluate information gathered from multiple sources, reconcile conflicts, identify trends, and transform data into coherent executive-level messaging.</li><li>Think strategically, deal with ambiguity, can switch gears quickly and respond to shifts in priorities, and perform well in fast paced environments.</li><li>Ability to work on a wide variety of subject matters across organizational boundaries and build effective working relationships.</li><li>Proven thoughtful leadership, problem solving abilities, prioritization skills, and attention to detail; able to distinguish and elevate strategic and critical work.</li><li>Proven teammate with good interpersonal skills and the ability to work collaboratively across functions while managing multiple priorities.</li><li>Proficiency with Microsoft Office Suite, particularly PowerPoint, Word, and Excel</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThis role is a key, senior member of the Compliance Framework &amp; Strategy team which is part of Compliance, within Fidelity’s Legal, Risk, and Compliance (LRC) organization. This Team works in a collaborative environment, evaluating opportunities for driving a consistent strategy around fundamental compliance program activities, including regulatory change management, regulatory exams/inquiries, compliance issue management, compliance reporting and compliance program standards. The base salary range for this position is $103,000-211,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Compliance

Fidelity Investments

Director – Enterprise Compliance Strategy & Planning Lead

<h3>Job Description:</h3>Director, Plan Consulting The RoleThe Director, Plan Consulting role. It’s a strategic leadership position focused on enhancing the customer experience related to IRS Pre-Approved Document creation, with a strong emphasis on cross-functional collaboration, process optimization, and compliance.Role Overview<ul><li>Primary Focus: Oversee Plan Consultants who support document and ERISA compliance for 401(k)/403(b) plans.</li><li>Scope: All Workplace Investing (WI) markets, including TEM.</li><li>Key Partnerships: Legal, Implementation PMs, Client Relationship Managers, Sales.</li></ul>Use your skills, experience and talents to be a leader in groundbreaking thinking and visionary goals. You will take the lead as you:<ul><li>Draft key objectives, strategies and apply the data to make business decisions</li><li>Accountable for the Plan Consulting process, delivering in the service model and communicating the service needs with business partners</li><li>Lead, manage and collaborate with cross-functional teams, business partners and stakeholder management for The Plan Consulting process</li><li>Assess value, develop cases, and prioritize stories, epics and themes to ensure work focuses on those with maximum value that are aligned with the Plan Consulting strategy.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree (required).</li><li>Management experience (multi-site teams preferred).</li><li>Agile methodology experience (preferred).</li><li>ASPPA designation (preferred).</li><li>Proven success in process improvement and escalation resolution.</li><li>Strong communication and presentation skills.</li><li>KPI management and risk mitigation.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Plan Consulting team is part of the WI Implementation team within Workplace Investing (WI).Client Support is offered all markets within WI.Services include:<ul><li>Primary Client Contact for IRS Preapproved Document Creation</li><li>Technical/data support for clients and partners.</li><li> Participation in assigned projects as required</li></ul>Stakeholders include our clients (Plan Sponsors), Managing Directors (Fidelity Relationship Managers), Senior Management, Legal, and Associates across Implementation and Internal Business Partners.The Director - Compliance will report to the Vice President of Volume Submitter Implementations.<h3>Certifications:</h3><h3>Category:</h3>ComplianceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director Plan Consulting

Take your career further with McLane! McLane teammates, the driving force behind our success, are diverse professionals who work together seamlessly to keep our operations running smoothly. As a teammate, you will pair your dedication, expertise, and collaborative spirit with your fellow teammates to serve America's most beloved brands. McLane leaders think long-term, act with purpose, and inspire high performance. They lead with accountability, communicate clearly, and drive results through collaboration, innovation, and continuous growth. They empower each teammate to learn from industry leaders, develop their skills, and build lasting connections nationwide. The Operations Director provides leadership and guidance for DC operational functions such as Transportation, Warehousing, facilities management, building layout, racking and systems, inventory management, and quality assurance. They plan, organize, manage, and support the projects and activities required for the DC with the training, tools, facilities and equipment necessary to support growth, QA compliance and continuous improvement towards productivity and service levels. Benefits you can count on: <ul><li>Day 1 Benefits: medical, dental, and vision insurance, FSA/HSA, and company-paid life insurance </li><li>Paid time off begins day one.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, maternity/paternity leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul> What you'll do as a Director of Operations II: <ul><li>Participate in the development of overall business planning and supply chain planning strategies and develop explicit goals and strategies closely linked to the overall business planning and supply chain process. </li><li>Coordinate with Corporate Operations Support staff on strategies to improve service levels and Key Performance Indicators (KPIs). </li><li>Provide leadership for the Transportation and Warehouse departments. </li><li>Communicate the status of activities and results on an ongoing basis. Ensure all affected location and functional interests are represented and addressed; develop/recommend alterations to procedures and best practices where warranted. </li><li>Understand, articulate, and execute all QA criterion set forth in supply chain processes. </li><li>This position has additional duties. Special projects may be assigned at the position supervisor's discretion. </li></ul> Qualifications you'll bring as a Director of Operations II: <ul><li>3+ Have a bachelor's degree in Logistics, Business, Accounting, or a related field. </li><li>Have at least 5 years of experience in all facets of the foodservice distribution Industry, preferably in the QSR sector. </li><li>Accounting, planning, and analytical experience is required. </li><li>Preferred experience with AS/400 systems, JDE, EXCEL, Microsoft Word, and Access programs; XATA, PeopleNet or similar programs. </li><li>Have a detailed understanding of financial statements and resulting cost implications. </li><li>Be able to identify financial issues and provide cost effective solutions. </li><li>Be able to use IT systems to generate and evaluate key performance data. </li><li>Have experience with multi-shift, 6- to 7-day operations. </li><li>Have management experience with large DC and driver workforces (200+). </li><li>Ability to cultivate and manage relationships with customers (100+, comprising 1,000-2,000 stores) and maintain high visibility with major customers, co-ops, and corporate customers. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul> Fit the following? We want you here! <ul><li>Teamwork oriented </li><li>Organized </li><li>Problem solver </li><li>Detailed </li></ul> Our roadmap. Our story. We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture. Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

McLane

Director of Operations- Designate

Job Description:The Admissions Operations Coordinator is responsible for providing excellent customer service, admissions department support, and completing general administrative tasks in a fast-paced environment. He/she may serve as the first point of contact for students, visitors, staff, and faculty and assist multiple departments.Position responsibilities include, but are not limited to:<ul><li>Greeting, directing, and&nbsp;maintaining relationships with students, visitors, staff, and faculty by handling questions and concerns with speed and professionalism</li><li>Serving as campus proctor</li><li>Collecting payments and other miscellaneous fees for Financial Aid, Library Services, and other departments</li><li>Supporting the Admissions department by fielding incoming calls, documenting recruitment leads in Salesforce, scanning, printing, and linking student documents in Perceptive Content, preparing admissions folders and additional marketing materials for prospective students, and creating reports in Salesforce including the daily applicant report</li><li>Works closely with the admission operations and accounting departments (system office) to ensure proper linking of documents and advise of forms or payments made by students</li><li>Reorder admission materials as needed</li><li>Responsible for ad hoc projects and administrative tasks supporting the Office of the Campus President</li><li>Handling other projects as assigned by the Senior Director of Admissions</li></ul>Position Requirements<ul><li>Positive, student-focused mindset including excellent customer and problem solving skills</li><li>Ability to multi-task in a fast-paced environment</li><li>Ability to work independently and take ownership for projects</li><li>Strong written and verbal communication skills, with a comfort level of communicating with students and all levels of faculty and staff</li><li>Strong customer service skills and ability work with different personalities</li><li>Proficiency in Microsoft Office (Word, Excel, and PowerPoint) and Microsoft Outlook</li></ul>Position Qualifications<ul><li>High School diploma or equivalent required, associate-level coursework or higher preferred.</li><li>One to two years of customer service-related work experience required.</li><li>Two to three years administrative assistant experience with document imaging experience and high call volume in a fast-paced environment preferred.</li></ul>Physical Requirements: <ul><li>Ability to perform sedentary work</li><li>Ability to operate office equipment including computer, printers, and phone</li><li>Ability to lift objects (up to 25 lbs.)</li></ul>Additional Requirements and Information:<ul><li>Location: 2101 Waterview Pkwy, Richardson TX 752080</li><li>Eligible for full-time benefits: Yes</li><li>Background check required:&nbsp; Yes</li><li>FSLA Classification: Non-Exempt</li></ul>Compensation &amp; BenefitsThis opportunity is budgeted at $$18.00 to $21.53 base compensation. Additional compensation factors may impact total compensation. To learn more about our competitive benefits and additional rewards, including generous paid time-off, medical and dental insurance coverage, life and disability insurance, retirement plan with employer contribution, multiple flexible spending accounts, tuition reimbursement, click the link below.<a href="https://www.thechicagoschool.edu/career-opportunities/" target="_blank">https://www.thechicagoschool.edu/career-opportunities/</a>The Chicago School is an Equal Opportunity Employer.Please note: For the protection of faculty, staff, students, and all who enter our facilities, The Chicago School strongly recommends that all employees are fully vaccinated for COVID-19 per CDC guidance.

The Chicago School of Professional Psychology

Admissions Operations Coordinator

<h3>Job Description:</h3><h3>The Role </h3>As an Alternatives Private Credit Product/Squad Lead, you will blend private credit expertise with a passion for delivering results and driving scale and efficiency across the Fidelity Fund Investment Operations (FFIO) organization. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, set the mission, and bring the squad together to execute specific results. Ensuring respective products or services are available, stable, and meet alternatives market standards. You will ensure alignment on the “what” and “when” of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. You will provide critical alternatives subject matter expertise and context to accelerate the product roadmap and target state operating model. You will also be committed to maintaining and developing your own expertise and knowledge in private credit to ensure you bring the latest thinking to your role. You will work in partnership with the Alternatives Product Area Leader, other product area leads, other agile squads, chapter leaders, and your key stakeholders to define the highest priority work. While promoting agile and demonstrating the Fidelity leadership principles, you will promote and sustain an innovative agile culture. <ul><li>Defining, refining, and communicating the team's mission to squad members and business partners to empower and rally support </li></ul><ul><li>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad </li></ul><ul><li>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results </li></ul><ul><li>Inspecting and evaluating progress, and removing impediments for your squad </li></ul><ul><li>Defining, presenting, and evaluating results against agreed acceptance criteria </li></ul><ul><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines </li></ul><h3>The Expertise and Skills You Bring </h3><ul><li><h3>6+ years’ experience preferred including alternatives products servicing with an asset manager, fund administration firm or custodian. </h3></li></ul><ul><li>Bachelor’s Degree or equivalent experience. </li></ul><ul><li>Advanced knowledge of broad and deep operations of private credit products including bank loans, direct lending and collateralized loans obligations (CLOs) as well as fund structures associated with this segment. </li></ul><ul><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. Grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria </li></ul><ul><li>CAIA and /or CFA is a plus. </li></ul><ul><li>Agile and Jira experience preferred</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. <h3>The Team </h3>The Director, Alternatives Private Credit Squad Lead will join a team of ~50 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience. <h3>Certifications:</h3><h3>Category:</h3>Program/Project ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Product Lead, Alternatives Private Credit

<h3>Job Description:</h3>Team Lead, Advisor ExperienceAre you interested in Philanthropy and collaborating with ultra-high net worth donors and advisory firms? The Team Lead of the Advisor Experience team is responsible for providing an outstanding experience to clients comprised of Donors and Financial Advisors who seek assistance with their charitable giving! Interactions include consulting on a broad range of program offerings and service topics, facilitate philanthropic conversations to understand a donor’s goals, and facilitate solutions for very sophisticated transactions and client issues. The Team Lead assists in leadership responsibilities of the team and day to day management responsibilities as well as optimizes the client experience as it relates to Operations and Service to drive happiness, high quality, and efficiency to build long lasting relationships for years to come. Still interested? Read on.Note: Fidelity is not providing immigration sponsorship for this position<ul><li>The work shift for this role is 9:00 AM – 5:30 PM CST, Monday – Friday. (Flexible start and end times during training period as needed by team are requested)</li></ul>The RoleThe Advisor Experience team is a dedicated group of professionals who provide outstanding service while driving ideal solutions and behavior from ultra-high net worth Donors and Strategic Advisor Firms, the most sophisticated relationships, and highly valued accounts within Fidelity Charitable! As a member of this diverse team, we serve as the single points of contact for Strategic Advisory Firms which represent Billions of dollars in managed DAF Assets! These Donors and Advisory Firms have critical relationships across many parts of the Fidelity Enterprise including, Personal Wealth Management (PWM), Workplace Participant Services (WPS/WI), Stock Plan Services (SPS) and with Fidelity Family Office Services (FFOS). A member of our team optimizes the client experience as it relates to Operations and Service Delivery to drive high satisfaction, quality and efficiency for the donors/advisors and Fidelity Charitable.The Expertise and Skills You Bring <ul><li>Bachelor’s degree is required and a Master’s degree is preferred</li><li>Your proficient verbal and written communication skills required</li><li>Minimum 3 years of customer service experience; In a contact center environment is strongly preferred.</li><li>1 year of direct leadership experience preferred.</li><li>Proven track record of metrics management.</li><li>2 - 3 years Customer Service, Service Operations or UHNW background strongly preferred</li><li>Your very best problem- solving skills with excellent follow through</li><li>Your strong organizational skills, planning and time management</li><li>You can collaborate in a team environment</li><li>You can navigate customer concern remediation</li><li>You can proficiently multi-task in a Windows based environment</li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.</li><li>Your flexibility for overtime as requested (especially December – Giving Season).</li></ul>The Value You Deliver<ul><li>Collaborating with internal Charitable business partners to fulfill special handling</li><li>Employing good sound judgment in decision making or problem resolution</li><li>Coordinate with management to implement expedited delivery requests</li><li>Ensure daily work meets accuracy standards and is completed in a timely manner</li><li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li><li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Compliance, Program, Legal, Risk, and Deliveries</li><li>Maintain up-to-date procedures for those functions for which responsible</li><li>Effectively case manage advisor relationships through escalated situations while working across Fidelity cross functionally when applicable</li><li>Prepare team for upcoming service changes / initiatives (org readiness)</li><li>Review calls/emails for journals and wires over $1M for accuracy</li><li>Analyze caller surveys to identify and coach on poor surveys</li><li>Review team metrics daily</li><li>Facilitate Monthly scheduled coaching sessions with team members</li><li>Assist in maintaining call flows</li><li>·Providing outstanding customer service via phones and email communication</li></ul><h3>How Your Work Impacts the Organization</h3>The Fidelity Charitable Gift Fund ('Fidelity Charitable') is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. 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.Join UsAt 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.<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. 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.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. 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.We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.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.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>.<h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Team Lead, Advisor Experience

<h3>Job Description:</h3>Please Note: We are unable to provide visa sponsorship for this roleThe Role Are you a self-starter and committed to delivering results? Do you enjoy delighting customers with outstanding customer solutions? We are seeking someone who enjoys working with internal and external teams to deliver outstanding Lending products! The associate will focus in the Specialty Savings &amp; Lending Product Area within the Lending Squad, part of the Business Enablement Chapter. This is an individual contributor role. Responsibilities of the job will include the following: <ul><li>Focus on improving the customer experience, expanding lending capabilities and vendor relationships, and innovating new experiences related to securities-backed and mortgage lending solutions. </li></ul><ul><li>Active participation in defining requirements, understanding business &amp; technology needs, and writing Agile stories to help advance the infrastructure and assist with system &amp; process improvements </li></ul><ul><li>Participating in and leading readiness and rollout activities related to production releases </li></ul><ul><li>Performing business testing focused on new functionality, operational processes, and end user experience </li></ul><ul><li>Implementing, measuring, and utilizing metrics &amp; data to aid in identifying enhancement and improvement opportunities </li></ul><ul><li>Participating in the prioritization of the squad work (in partnership with Squad Leader &amp; Scrum Master) to deliver value based on an understanding of business and system needs </li></ul><ul><li>Helping to conduct key research and analysis to prioritize squad work </li></ul><ul><li>Production Support of active lending customers, including monitoring existing product health dashboards and responding to ad hoc client and associate requests </li></ul>The Expertise and Skills You Bring Expertise <ul><li>Bachelor’s degree or equivalent with minimum of 6-10 years professional experience and possesses good understanding of Fidelity’s product/services and operational processes. Experience with bank lending solutions is a plus </li></ul><ul><li>Familiarity with Agile process &amp; tools &amp; proven ability to translate business strategy into technical requirements </li></ul><ul><li>Strong technical background with the ability to actively participate in detailed discussions and work through solution options with technology partners </li></ul><ul><li>While the focus of this role is on delivery of experience improvements – this individual should possess the ability to think of the broader impact of changes and downstream work </li></ul><ul><li>Embrace working within a team of associates with diverse skill sets, including working directly with a Development Team, Operations Team, Distribution Team, 3rd Parties, Legal Team, and other business partners </li></ul>Skills <ul><li>Business insight, technical insight, and analytical abilities that allows you to make decisions and define work based on data and trends </li></ul><ul><li>Has a strong affinity for business and systems analysis, data analysis, and system &amp; process improvement work throughout the product development lifecycle </li></ul><ul><li>Synthesizing requirements and business needs into full Agile stories </li></ul><ul><li>Proven experience in product management, project management, analysis, and process improvement </li></ul><ul><li>Possesses the ability to work &amp; act independently, balance competing priorities, influence others, manage stakeholders, and maintain a positive can-do demeanor </li></ul><ul><li>Strong collaboration, communications, organization, and presentation abilities </li></ul><ul><li>Possesses strong skills in JIRA, Miro, PowerPoint, and Excel </li></ul>The Team Fidelity’s Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the spending and saving needs of both new and existing customers. <h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Director/Consultant, Business Enablement, Lending Solutions

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Services Representative - Houston, TX (Champion Forest)

<h3>Job Description:</h3>The Role As a Principal Business Analyst, you will partner with a product lead to improve the communications journey for our customers by translating customer and business needs into actionable data solutions. With a holistic understanding of the digital product, this role is defined by the following responsibilities essential for successful outcomes:• Requirements Gathering &amp; Analysis• User Stories and Acceptance Criteria• Legal, Risk, and Compliance Review and Approval• Testing and Validation • Customer Rollout Strategy, Planning, and Execution• Customer Data and Feedback Analysis and ReportingIn this pivotal role, you will need to understand how the customer interacts with Fidelity's digital products, articulate the customer journey through visualizations, work with data experts to understand data sources, understand friction points for the customer, collaborate with other experts (product leads, UX/UI teams, technical teams) to explore potential solutions, document clear requirements for the development teams, lead product storytelling to varying audiences, partner with development teams through deployment of the solution, validate the solution during deployment and measure the impact of the deployed solution. The Skills and Expertise You Bring:<ul><li>Bachelor's degree required</li><li>8+ years of business analysis experience delivering digital experiences to customers.</li><li>Strong understanding of the digital product life cycle. </li><li>Customer-focused with a passion to solve challenges through a data driven approach. Expertise with Tableau, Power BI etc. is preferred. Familiarity with NPS/CSAT scores, Adobe Analytics is an advantage. </li><li>Familiarity with tools like JIRA, Confluence, Asana, Trello for mapping user requirements, process maps and analysis documentation. Able to identify and document dependencies across cross functional teams. </li><li>Strong story telling skills, conveying the vision and impact of digital solutions using data and visualization. Familiarity with industry standard design or prototyping tools like MIRO, Mural, Figma, Drawio, LucidChart is required. Experience with Product Analytics (Google Analytics, Pendo) is an advantage. </li><li>Conceptual understanding of microservices, database concepts (relational, NoSQL, Snowflake), cloud platforms like AWS, Azure , GCP is an advantage. </li><li>Having financial domain knowledge is a plus.</li><li>Experience working in an agile team required</li><li>An affinity for technology and stay up to date on industry innovations</li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position</h3>The Team This role is aligned to a high impact product area within Fidelity that is focused on building common enterprise solutions for the greater good of our associates and customers' financial lives. We work on building scalable digital products that can be deployed across the enterprise leading to seamless customer experiences.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Principal Business Analyst

<h3>Job Description:</h3>The RoleThe Fraud Risk Oversight team works in close partnership with 1st line Fraud Operations teams and Business Units across the firm to develop and enhance overall fraud risk management framework. As a Senior Manager, you will report to the Head of Fraud Risk Oversight and play a key role in developing and leading critical components of the program, including risk governance, incident and issue management, and risk assessments. You will collaborate extensively with Fidelity’s risk organization, first line fraud teams and business groups, providing subject matter expertise to support the development of a robust Fraud Risk Management program.Key responsibilities will include:<ul><li>Provide independent risk oversight and challenge to 1st line fraud and operational functions.</li><li>Develop and maintain fraud risk management policies and standards to define governance structure, roles and responsibilities, and control requirements.</li><li>Oversee fraud risk incident and issue management, ensuring timely escalation, root cause analysis, and end-to-end remediation.</li><li>Collaborate with stakeholders to define fraud risk metrics, key risk indicators (KRIs), and reporting frameworks that support risk appetite and tolerance management</li><li>Prepare and deliver executive-level materials for risk governance forums and committees, including fraud risk updates, emerging trends, and strategic recommendations</li><li>Drive fraud risk advisory support to key stakeholders in the development of new products, services, and key business projects, ensuring proactive risk identification and control design.</li><li>Lead independent risk assessments and control testing / validation to optimize control effectiveness and efficiency. Deliver assessment report to senior leadership, ensure appropriate issue classification, ownership, and remediation tracking</li></ul>The Expertise and Skills You BringKey experience and expertise factors:<ul><li>10+ years of risk management experience in roles such as Fraud Risk Management, Operational Risk Management, or Enterprise Risk Management at complex financial services institutions, e.g. brokerage, wealth management, banks or fintech companies. Risk oversight experience preferred</li><li>Familiarity with Fraud Risk threats and control approaches across prevention, detection, surveillance, and response.</li><li>Experiences in development of risk management policies, standards, and frameworks.</li><li>Strong knowledge of Operational Risk Management practices and approaches – including best practices related to process/risk/control framework implementation, operational risk assessments, incident management, control validation strategies, as well as the implementation of Key Risk Indicators and reporting to drive effective risk governance with business partners.</li><li>Project management skills preferred.</li><li>Excellent social skills including succinct written and verbal communication. Ability to deliver engaging and persuasive presentations and reporting.</li><li>Ability to build and maintain collaborative working relationships with partner teams.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Fraud Risk Oversight team serves as second line of defense, providing oversight and support to the enterprise-wide for Fidelity’s fraud risk management program. The team is part of the Risk organization supporting Fidelity’s Workplace Investing (WI), Retail Brokerage, and Wealth Management business lines, and reports directly to the Head of WI, Wealth and Brokerage Risk. More broadly, the function sits within the Fidelity’s Risk Group, which includes the major Risk functions from across the enterprise and employs a range of Risk Management programs and capabilities. Central to the Risk Group’s mission is close collaboration with partners throughout the Firm – including Business Leaders, Legal, Compliance, Audit, and Security – in pursuit of our common goal of protecting the Firm, its associates, and customers.The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Risk

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