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<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Fidelity Investments

Financial Representative - Toledo, OH

<h3>Job Description:</h3><p>Are you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you intrigued by being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, call transcripts, digital activity, business financials) in to one cohesive story? Are you ready to drive experimentation &amp; strategic insights to optimize every aspect of the customer’s experience?</p><p>If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.</p><h3>The Team</h3><p>We are looking for an analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. As an indispensable member of CKSI (Customer Knowledge &amp; Strategic Insights), you'll be embedded in a business unit and will work with an agile inter-disciplinary team with a diverse set of skills across analytics, engineering, data science, marketing, product development etc., to optimize and personalize the Fidelity experience.</p><h3>The <strong>Skills</strong> You Bring</h3><ul><li>Ability to translate a business need or question into a hypothesis that can be validated via experimentation or data analysis.</li><li>Ability to use data to tell a story of customer experience, highlighting both successes and friction points to inform future initiatives and strategies.</li><li>Delivering insights from data to a broad audience in a simple, clear, and actionable way.</li><li>A cross-functional collaborator who can work across a team with diverse skills and abilities and find success for Fidelity and our customers.</li><li>Demonstrating a mix of analytical skills, you always focus on business use cases and customer needs.</li><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.</li></ul><h3>The <strong>Expertise</strong> We’re Looking For</h3><ul><li>2+ years of experience generating analytical insights to drive business actions, including experience with a range of analytical tools and programming languages such as SQL, Python, R, etc.</li><li>Experience in designing and developing dashboards &amp; reports by using Tableau, Power BI, Qlik etc.</li><li>Experience using and querying big data technologies such as Snowflake, Athena, etc.</li><li>Experience with digital analytics using tools such as Adobe analytics is a plus</li><li>Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus</li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li>Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization</li><li>Delivering data-driven and actionable insights to enable objective, informed business, and product decisions</li></ul><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Manager, Advanced Data Analytics and Insights

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>The Senior Manager, Strategy &amp; Planning is a member of the Fidelity Institutional Wealth Management Services (IWMS) organization and will play a key role in the ongoing development of the IWMS strategy and long-term strategic plan. The primary objective of this role will be to contribute to IWMS’s strategic planning efforts, overall business unit operating model, segment strategy and leadership of strategic cross-IWMS initiatives. Additionally, the Senior Manager will support analysis of industry trends, articulation of an overarching vision, identification of areas of business / investment focus, and development of a goals measurement framework. Your contributions will directly impact the efforts to grow, develop, and scale the business.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>A Bachelor's degree or equivalent years of experience; MBA preferred</li><li>3+ years of professional experience in consulting, corporate or product strategy, investment banking / venture capital / private equity, product management, and/or business development, preferably in financial services</li><li>Proven ability to lead complex business cases, strategic initiatives, and/or analyses</li><li>Proven ability to combine a strategic cross-business/client perspective with strong project management, analytical, and problem-solving skills</li><li>Excellent written and verbal communications skills, including the ability to “tell the story” and communicate complex information to influence executive decision making</li><li>Outstanding critical thinking, problem solving, decision-making, and analytical skills</li><li>Demonstrated ability, flexibility, and resourcefulness to lead multiple high-priority, highly visible deliverables in an ambiguous, dynamic and deadline driven environment</li><li>Excellent communication and interpersonal skills along with the ability to influence others and build relationships</li><li>Effective meeting management skills and ability to bring discussions to closure with consensus, action items, and accountabilities</li><li>Confidence, business maturity, and presence to work independently and collaborate effectively across all levels of the organization, including effectively interacting with and influencing senior management</li><li>Ideal candidate has experience with wealth and asset management fundamentals and/or working with financial intermediaries</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p><strong>Fidelity Institutional Wealth Management Services</strong></p><p>Fidelity Institutional Wealth Management Services (FIWMS) offers wealth management professionals and firms access to the investment, technology, and platform solutions they need to serve their investor clients and grow their businesses.<br> </p><p><strong>Fund and Brokerage Operations &amp; Technology</strong></p><p>Fund and Brokerage Operations &amp; Technology (FBOT) provides operations and technology support for Fidelity’s funds and brokerage platform as well as sales, relationship management, and technology for the firm’s clearing and custody business.</p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Senior Manager, Strategy and Planning

<h3>Job Description:</h3><p><strong><strong><strong><strong>Financial Services Representative </strong></strong></strong></strong></p><p>Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.</p><p><strong><strong><strong><strong>What to expect…</strong></strong></strong></strong></p><p>In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.</p><ul><li><p><strong>Obtain Licenses: </strong>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.</p></li><li><p><strong>Build and Solidify Skills: </strong> 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.</p></li><li><p><strong>Discover Success:</strong> 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.</p></li></ul><p><strong><strong><strong><strong>Advantages of our career development experience…</strong></strong></strong></strong></p><ul><li><p><strong>You are supported.</strong> 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.</p></li><li><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</p></li><li><p><strong>You are growing.</strong> 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.</p></li><li><p><strong>You get variety.</strong> 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.</p></li></ul><p><strong><strong><strong><strong>The expertise we’re looking for…</strong></strong></strong></strong></p><ul><li><p>High energy and enthusiasm with a natural passion for helping people</p></li><li><p>Flexibility and self-motivation</p></li><li><p>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</p></li></ul><p><strong><strong><strong><strong>The Skills You Br</strong></strong></strong><strong><strong><strong>ing</strong></strong></strong></strong></p><ul><li><p>Eagerness to learn and build a career in financial services</p></li><li><p>Ability to deliver an outstanding customer experience</p></li><li><p>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</p></li><li><p>Coachability, collaboration and curiosity will fuel your success</p></li></ul><p><strong><strong><strong><strong>Our Investments in You</strong></strong></strong></strong></p><p>Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.</p><p>Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Financial Services Representative - Jacksonville FL

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Do you have a passion for leading a team of skilled data analysts to leverage technology, driving innovative strategies and solutions that yield impactful business insights and enhance decision-making and business outcomes? Do you find it rewarding to be a people leader, using your hands-on expertise in technology and data analytics to drive impactful talent initiatives while fostering and mentoring a high-performing team? Does using data and visualizations to tell a story excite you and spark your curiosity? If so, we invite you to join our exciting team!</p><p>In this high-impact role, you will lead a team of skilled analysts to drive data analytics and insights initiatives that shape our talent strategies. Your efforts will attract, develop, and retain top talent, ensuring our workforce is future-ready. As a technical leader, you will blend your deep data analytics expertise with a passion for coaching and mentoring, helping your team grow and develop. You will ensure alignment on the 'what' and 'how' of their work as you collaborate with Talent leaders and HR business partners to identify and prioritize data-driven opportunities. Committed to continuous learning, you will bring the latest thinking to your role, empowering others with your knowledge. Your passion will inspire and motivate, fostering a culture of continuous improvement and embodying Fidelity’s leadership principles.</p><p>You will use data to creatively craft methodologies to answer complex questions, aligning to key talent strategic priorities. You'll bring data to life by creating compelling visuals and storytelling to help inform and drive decision-making. As a thought leader, you will help build out the team's data analytics and insights efforts by partnering with internal customers and collaborators. You will do all of this with a creative, collaborative, and customer-obsessed mindset, possessing the ability to link business strategy to available data, and work in a way that resonates with senior leaders across the organization.</p><p><strong>The Expertise and Skills you Bring</strong></p><ul><li><strong>Data &amp; Analytics Experience: </strong>10+ years in data analytics, data science, business intelligence, finance, or a related field. Advanced degree/certification in a relevant area (e.g., analytics, computer science) is a plus.</li><li><strong>Manager Experience: </strong>5+ years in a leadership role managing and mentoring a team of data professionals, with a strong player/coach background.</li><li><strong>Technical Skills: </strong>Proficiency in data analysis tools (e.g., SQL, Python, R), data visualization tools (e.g., Tableau, Power BI), and data integration/preparation tools (e.g., Alteryx). Experience with Snowflake and data lakes preferred.</li><li><strong>Analytical Skills Mastery: </strong>Exceptional critical thinking, problem-solving, decision-making, and analytical skills.</li><li><strong>Business-Technical Integration: </strong>Ability to quickly understand business problems and relate them to data solutions and insights.</li><li><strong>Accelerated Expertise Development: </strong>Quickly assimilate subject matter expertise and apply business context to develop quality analytics and insights.</li><li><strong>Creative Problem Solving: </strong>Initiative to seek creative solutions that challenge conventional approaches and advance innovative solutions.</li><li><strong>Exceptional Communication Skills: </strong>Excellent written and verbal communication, including the ability to tell the story and communicate effectively with presentations and dashboards. Clearly articulate complex data and insights to senior leaders and team members.</li><li><strong>Strong Interpersonal Skills: </strong>Build consultative and collaborative relationships with a strong customer service mindset. Confidence and presence to work independently and collaborate across all levels of the organization.</li><li><strong>Flexibility and Resourcefulness: </strong>Lead several priorities in a deadline-driven environment while being comfortable with ambiguity. Possess an open attitude, help the team grow, and quickly learn new technologies.</li><li><strong>Collaboration with Data Governance and Operational Teams: </strong>History of aligning with Data Governance and Operational teams on best practices and cataloging deployed metrics and business intelligence solutions.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>At Fidelity, our greatest asset is our associates. As a key member of the Talent Strategy, Programs, and Analytics team within the Enterprise HR Talent organization, you will inform and shape talent strategies, helping to attract, develop, and retain top talent while ensuring our workforce is future-ready. By applying strategic research and talent intelligence, you will drive strong talent performance, career vitality, and long-term success for our associates.</p><p>You will focus on building analytics capabilities, leveraging data from multiple sources to enhance operational governance and drive innovative, evidence-based talent solutions that elevate associate career vitality and enhance the candidate experience. Additionally, you will contribute to the team's work by bringing a product owner mindset to support their Agile-supported work intake, ensuring the team delivers high-impact results efficiently and effectively.</p><p>You will collaborate with business stakeholders, HR partners, and platform leaders across various teams dedicated to reimagining Fidelity’s talent platforms and building toward a one-HR approach. The critical work you lead will be instrumental in driving our Talent organization's objectives, streamlining processes to maximize efficiency and effectiveness, and elevating the experiences of both candidates and associates within Fidelity.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Director, Data Analytics & Insights

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Securities Industry Essentials (SIE) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Financial Representative - Millburn, NJ

<h3>Job Description:</h3><p>Stock Plan Services is looking for interested applicants who are fluent in English and proficient in Mandarin to join our team in Kronberg, Germany. Naturally, you would already be in possession of a valid working permit for Germany to be considered.</p><p>Are you an excellent communicator with an outgoing personality who enjoys helping others? Do you want to be part of a dynamic, growing team of international, multi-lingual stock plan experts and be a contributor to our global expansion? Then join the industry leader in stock plan service administration and play a vital role in delivering outstanding participants' experience!</p><p>Be part of a global company that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class platform. We empower professional growth, flexibility and support a culture of diversity and inclusion along with work life balance.</p><p>Stock Plan Services (SPS) is a part of Fidelity Management &amp; Research (FMR) Workplace Investing business, providing equity compensation administration services to over 800 multinational corporations. Within those corporations, equity compensation plans are managed and serviced for over 2.8 million employee participants. More than 750,000 of these employees are based outside of the US, receiving administrative support and retail brokerage services from our SPS Center in Kronberg, Germany.</p><p><strong>What We Offer</strong></p><ul><li>Competitive salary plus performance-based bonus</li><li>Dynamic Working - a hybrid work model offering with a requirement to work onsite at a Fidelity work location for at least one week per month. These requirements are subject to change.</li><li>A fully equipped welcome package with everything you need to work from home</li><li>An amazing office set amongst the tranquil Taunus Forest</li><li>On-site, subsidized staff restaurant</li><li>Free onsite parking</li><li>Use of private company sports gym</li><li>Free private bus shuttle between the office and Kronberg train station</li><li>Fidelity Employee Pension Plan</li><li>Capital Accumulation Benefits (VWL)</li></ul><p><strong>Your Role </strong></p><ul><li>Provide multilingual telephone support to international SPS participants with a variety of plan administration requests and queries</li><li>Provide plan education such as Equity Award, Stock Options, Restricted Stock Units/Awards and Employee Stock Purchase Plan (ESPP) to participants</li><li>Support with website navigation</li><li>Participant account maintenance (address changes, PIN resets, etc.)</li><li>Actively improve processes for you and your team</li></ul><p><strong>The Skills You Bring </strong></p><ul><li>Multilingual skills with proficiency in Mandarin as well as being fluent in English (level C1/2, TOEFL 95+ or equivalent)</li><li>Proven customer service, client support and problem resolution skills (preferably in a Call Center metric-oriented environment)</li><li>Financial qualifications or background preferred</li><li>You have robust communication skills</li><li>Comprehensive understanding/interest in the financial services market, economy, and industry trends</li><li>You are an engaging teammate with superior interpersonal skills and a strong ability to empathize with others</li><li>You thrive in a fast paced, ambitious, and evolving team-oriented environment</li><li>You enjoy solving problems and have a keen eye for details</li></ul><p><strong>Company Overview </strong></p><p>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.</p><p><strong>Join Us</strong></p><p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.</p><p>We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/?utm_source=fidelitycareers.com&amp;utm_medium=vanity" target="_blank">fidelitycareers.com</a>.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service

Customer Service Representative - English + Mandarin (m/w/d)

<h3>Job Description:</h3><p><strong>Donor Services Specialist</strong></p><p>Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for top notch customer service professionals to work on the Donor Services team. As a Donor Services Specialist, you will be the primary point of contact for any service-related activities for Giving Account Holders, Financial Advisors and Non Profit Organizations affiliated with Fidelity Charitable. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our donors achieve their philanthropic goals. Still interested? Read on.</p><h3><strong>The Expertise We’re Looking For </strong></h3><ul><li>Bachelor’s degree preferred</li><li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment</li></ul><h3><strong>The Purpose of Your Role</strong></h3><p>Your role is to ensure each interaction creates a superior customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with clients using conversational techniques to understand the scope of their request, gather relevant information and identify a solution, if necessary. It’s more than just taking a call and processing a transaction - our donors are generously giving to non- profit organizations in an effort to meet their philanthropic goals. You get to be a part of that!</p><h3><strong>The Skills You Bring</strong></h3><ul><li>Your proficient verbal and written communication skills required</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 are able to 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) Various shifts are available. Shift is 9:30 AM - 6:00 PM MST, Monday – Friday. Business hours are 8:30 AM - 8:30pm EST, Monday-Friday.</li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li>Executing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits</li><li>Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information.</li><li>Interact with other internal Charitable business units as needed</li><li>Employing good sound judgment in decision making or problem resolution</li><li>Deliver a great customer experience with each interaction</li></ul><h3><strong>How Your Work Impacts the Organization</strong></h3><p>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.</p><h3><strong>Company Overview </strong></h3><p>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit <strong>FidelityCareers.com</strong></p><p>Fidelity Investments is an equal opportunity employer.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

Client Experience Specialist

<h3>Job Description:</h3><p>As a Vice President, Managing Director in Select Market you will be responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C- suite executives at a set of Fidelity’s institutional clients. This role leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs. Together with your internal teams, and partnering with the Plan Sponsor contacts, you’ll help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing. </p><p>Focusing on understanding and responding to clients. Assume a consultative role to acquire a clear understanding of the business needs and relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. </p><p><strong>The Expertise and Skills You Have</strong></p><ul><li><p>Require associate in this role to hold Series 7 &amp; 63 licenses.</p></li><li><p>Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry</p></li><li><p>Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required.</p></li><li><p>Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s trusted advisor.</p></li><li><p>Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</p></li><li><p>Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.</p></li><li><p>Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.</p></li><li><p>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.</p></li><li><p>Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</p></li><li><p>In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.</p></li><li><p>Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.</p></li><li><p>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</p></li><li><p>Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</p></li><li><p>Differentiates Fidelity's benefits approach against competitive benefit solutions.</p></li><li><p>Proactively leads pricing and fees discussions using more sophisticated pricing levers.</p></li><li><p>Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</p></li><li><p>Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.</p></li><li><p>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</p></li><li><p>Provides analysis and advice to resolve the needs of internal/external customers.</p></li><li><p>Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.</p></li><li><p>Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position. </p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p>

VP, Managing Director - 401K Relationship Manager

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a <strong>NPO Outreach Specialist to</strong> work in Westlake, TX or Salt Lake City, UT.<br> <br> The Role <br> The NPO Outreach Specialist is a member of the NPO Outreach team and is responsible for providing excellent service to our grant recommended nonprofit organizations. This position plays a meaningful role in helping our donors ensure their funds make an impact by supporting thousands of non-profit organizations to receive contributions quickly and securely. As a team member on our diverse and inclusive team, your main responsibilities will be researching and outreach to key charity contacts, validating non-profit information, and providing timely and accurate processing of enrollments into our Electronic Funds Transfer Program (EFT). Outreach may include cold-calling, emails, and support to targeted nonprofits. <br> <br> As a member of Fidelity Charitable’s Service Delivery team, the NPO Outreach Specialist will be part of a highly motivated, fast paced team, must have a strong understanding of service operations, and be able to manage priorities well. This role may be responsible for some tier 1 technical support for charities and tier 2 product level support for our plan administrators and donor population. <br> <br> The Expertise and Skills You Bring <ul> <li>Bachelor's degree and 2 years of experience in customer service or service operations, or equivalent work experience </li></ul> <ul> <li>Strong and effective verbal and written communication skills </li></ul> <ul> <li>Demonstrates attention to detail, with good follow-through </li></ul> <ul> <li>Strong interpersonal, planning, multi-tasking, and time leadership skills </li></ul> <ul> <li>Demonstrates strong problem-solving skills </li></ul> <ul> <li>Ability to work under pressure and within tight deadlines </li></ul> <ul> <li>Demonstrates ability to identify and mitigate potential areas of risk </li></ul> <ul> <li>Technical proficiency </li></ul> <ul> <li>Ability to meet overtime commitments </li></ul> <ul> <li>Ability to understand and work in Fidelity systems such as XTRAC, RepApp, Genesys (not required) </li></ul> <ul> <li>Proficiency with Microsoft Office applications required </li></ul> <ul> <li>Work hours are M-F 8:30 a.m. – 5:00 p.m. CT, with extended hours as needed </li></ul> The Team <br> The NPO Outreach Team works with nonprofits to ensure they quickly and securely receive grants through electronic funds transfers. The team works directly with nonprofits to help them enroll in the program and collaborates with other service delivery organizations to communicate with and support nonprofits. Our work is critical to moving the organization and our grantmaking to digital payment methods. <br> <br> Company Overview <br> Fidelity Charitable (<a href="http://www.fidelitycharitable.org/" target="_blank">www.fidelitycharitable.org</a>), a donor-advised fund, is one of the largest public charities in America. Since 1991, Fidelity Charitable has helped donors support over 200,000 nonprofit organizations with more than $25 billion in grants. In 2021, our donors granted over $10B to charitable organizations. Our greatest asset as an organization is our people and our mission togrow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective. <br> <br>

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