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<h3>Job Description:</h3>Actuarial AssistantThe RoleBased in Boston, the Actuarial Assistant is a key member of Fidelity Investment Life Insurance (FILI) Company's growing product team. The Actuarial Assistant will help drive FILI’s innovative approach to Pricing and Product Development. The ideal candidate has experience with individual annuity and life insurance products and pricing, as well as technical proficiency. The candidate will assist on research initiatives and develop analysis to assess attractiveness of adding new products to FILI’s product roadmap. Other key roles include:<ul><li>Help manage our current suite of FILI products, including ongoing support for annuities and life insurance offerings</li><li>Support models and perform analysis to support the pricing of annuity and life insurance products</li><li>Help analyze potential reinsurance options on annuity and life insurance products</li><li>Support our continued product enhancements and pricing considerations on our Digital Term and Digital Annuity offerings</li><li>Work with the broader team and our internal distribution agency on building out product specifications</li><li>Utilize Microsoft Excel and other tools to develop pricing and projection models to help support the business</li><li>Collaborate with diverse teams across FIG and Fidelity to support variety of ad hoc insurance related projects</li><li>Clearly communicate results both in writing and in person to senior stakeholders.</li></ul>This role is part of FILI’s Actuarial Student Program – providing generous actuarial exam support and competitive exam raises.Note: Fidelity is not providing immigration sponsorship for this positionThe Expertise and Skills You Bring<ul><li>3+ years of proven insurance experience.</li><li>Progress towards Fellowship in the Society of Actuaries (SOA)</li><li>Experience with individual life insurance and annuity products. Pricing and Product Development experience is a plus</li><li>Technical skills to build new models and/or expand or enhance existing models including model development, testing, controls and documentation</li><li>Critical reading and writing skills to help adhere to extensive regulatory rules related to insurance products</li><li>Proficient in Microsoft Excel and strong user of other Microsoft products</li><li>Prior experience working in Prophet or another modeling software package such as AXIS, MG-ALFA, and/or MoSes is a plus</li><li>Familiarity with Python, Visual Basic, SQL, or other programing languages is a plus</li><li>Strong communication skills, including the ability to help various stakeholders understand risks associated with insurance products and explain sophisticated topics to non-technical people at all organizational levels.</li><li>Ability to build and maintain positive relationships as you work collaboratively across teams.</li></ul>The TeamOutstanding opportunity to join a newly formed team at FILI. The growing FILI Product Team is a dynamic group that supports the development and management of new insurance products to provide value to Fidelity customers. FILI provides financial products that help Fidelity’s investors achieve lifetime financial goals. Having annuity and life insurance solutions as options is a strategic advantage for Fidelity’s Brokerage and Wealth Management business units. Our products help ensure our clients do not outlive their assets in retirement, safeguard portfolios from market volatility and protect against premature death.<h3>Certifications:</h3><h3>Category:</h3>RiskFidelity’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.

Fidelity Investments

Actuarial Assistant

<h3>Job Description:</h3>As a Fixed Income Squad Leader/Product Owner, you blend investment management, relevant industry knowledge and an Agile mindset for delivering results with a passion. You are the end-to-end gatekeeper of the squad's mission, strategy, and tactical execution associated with delivering on strategic priorities. In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps, and resource requirements. You will set and refine the mission and bring together a team of chapter members to execute. You will alignment the Squad on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. You will enable squad members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role.The Expertise We’re Looking For <ul><li>Bachelor’s degree in business, computer science or engineering preferred.</li><li>10+ years’ experience working as a Product Owner in a software development environment.</li><li>Experience building Asset Management or Trading workflows/products is preferred.</li><li>Experience designing, creating, and maintaining dynamic products and solutions.</li><li>Experience building roadmaps and working with agile team to deliver on milestones.</li><li>Experience leading an agile development team.</li></ul>The Skills You Bring<ul><li>You possess strong business knowledge related to building products that display financial information to customers.</li><li>You grasp sophisticated product features and break them into clear and concise narratives with well-defined business value and acceptance criteria and efficiently communicate these.</li><li>You have a strong focus on execution and identify, communicate, and remove impediments to progress.</li><li>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building hard-working teams.</li><li>You build and maintain relationships as you work across Fidelity to deliver business outcomes and seek out the expertise of colleagues to advise on your approach.</li><li>You are intellectually curious and model a culture of continuous learning, mentoring, and coaching.</li></ul>The Value You Deliver<ul><li>Gathering business requirements via collaboration with various business teams.</li><li>Converting business requirements into product capabilities by going through the product development lifecycle, including collaboration with UX designers.</li><li>Defining, evaluating, and communicating results against acceptance criteria.</li><li>Anticipating, discovering through ongoing interaction with, and prioritizing client / partner needs to serve as their voice and guide execution of the team.</li><li>Measuring performance against established objectives and critical metrics and delivering agreed upon business, technology, and people results.</li><li>Collaborating and coordinating with chapter leaders and scrum masters to build squad capacity and capability and enabling squad member growth, development, and learning.</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines.</li><li>Participating in client meetings to present strategic roadmaps, participate in client usability sessions, engage with client user groups.</li></ul>The TeamIn our Fixed Income Technology organization, we are committed to empowering our investment professionals with the very best tools and technologies to deliver world class investment performance to our customers. Our technology experts work across a broad array of investment processes supporting many different types of securities and investment objectives. Through outstanding business and technology partnership, we can offer great solutions to help our customers meet their financial objectives.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’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.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, Product Management

<h3>Job Description:</h3>The RoleIn the role of Director, Market Enablement Operations, you will foster cohesiveness across Fidelity Institutional Wealth Management Services (IWMS) and the broader Fund and Brokerage Operations &amp; Technology (FBOT) organization by driving operational programs and strategic initiatives across leadership, client-facing teams and cross-functional business partners.The role sits within the IWMS Go-to-Market &amp; Strategy (GTM&amp;S) team and plays a critical role in executing the strategic priorities of the IWMS and Fidelity Institutional (FI) businesses. The role encompasses two main areas of responsibility: 1) ownership of Operational Programs and Initiatives and 2) leadership of the FBOT Administrative Team.The Director, Market Enablement Operations will own multiple existing and recurring enablement programs; responsibilities include:<ul><li>Spearheading the planning and execution of the annual IWMS Sales &amp; Relationship Management Meeting as well as other internal events, such as quarterly business reviews, leadership offsites and all associate meetings</li><li>Functioning as Chief of Staff for the Head of Market Enablement, coordinating overall team operating model and serving as point of connectivity to help orchestrate cross-functional go-to-market initiatives</li><li>Driving the ongoing enhancement and adoption of key internal productivity tools such as the FI / FBOT contract management system, request for proposal (RFP) management software and internal knowledge bases</li><li>Facilitating the distribution of timely communications to both IWMS clients and internal client-facing teams to ensure alignment and transparency across the organization</li></ul>Additionally, this leader will be a go-to resource for leadership of new strategic initiative work as well as continuous operational improvement across the IWMS business.The Expertise and Skills You Bring<ul><li>Passion for professional development and ability to implement skill development and career-pathing initiatives or other opportunities to enhance the business or team culture</li></ul><ul><li>8+ years of relevant work experience, including 3+ years of management responsibility</li><li>Bachelor’s Degree Required</li><li>Proven leadership experience and demonstrated ability to earn trust and credibility through strong listening and communications skills, empathy and confident decision-making</li><li>Excellent organizational and project management skills to implement, measure and track progress of strategic initiatives</li><li>Ability to balance strategy with execution in leading everyday work</li><li>Ability to build strong working relationships across the organization and interact / influence / negotiate effectively at all levels of management</li><li>Ability to coach, handle sensitive information / issues, resolve conflicts and drive projects to completion with candor, transparency and integrity</li><li>Learning mindset with a positive approach to innovation, experimentation and failure</li></ul>Administrative Team Leadership:This role also plays a vital part in leading the FBOT Administrative Team, which supports senior executives, client-facing teams and other business leaders across FBOT. In addition to owning the vision and strategy for this team, the Director, Market Enablement Operations will lead two managers responsible for:<ul><li>Operational Oversight: ensuring daily administrative operations run smoothly and efficiently</li><li>Professional Development: managing team performance and providing feedback, coaching and career pathing opportunities</li><li>Strategic Planning: collaborating with managers and executive teams to set goals, plan, and execute projects that align with organizational objectives</li><li>Resource Planning and Management: overseeing budget planning, resource allocation and reporting</li></ul><h3>Certifications:</h3><h3>Category:</h3>Program/Project ManagementFidelity’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.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, Market Enablement Operations

<h4>Description</h4>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Talent Acquisition Partner to join in any of our regions! The TeamAt Fidelity, our greatest asset is our associates, and we focus on building an environment that allows people to perform at their best and make an impact. We are passionate about attracting strong talent to the firm to help drive business results. Fidelity TalentSource is the talent acquisition team within Enterprise Human Resources that focuses on Fidelity Investments temporary staffing needs. Our Talent Acquisition Partners are critical members of our HR team who provide subject matter expertise to managers, including internal and external employment market trends, while maintaining deep knowledge of their strategic objectives and workforce plans. The RoleAs a Talent Acquisition Partner, you will partner with hiring managers in specific business units, gain knowledge about their business, understand their staffing needs, and successfully deliver high quality candidates for temporary openings. As a full desk partner, you will source, interview and place contingent workers across multiple subject areas including technology, professional and administrative. You will provide hiring subject matter expertise to managers with regards to the internal and external employment market trends and maintain deep knowledge of their strategic objectives and workforce plans. This role can be based in the following regions: Boston, Smithfield, Merrimack, Raleigh/Durham, Covington and Westlake. The Expertise and Skills You Bring<ul><li>5+ years of relevant full cycle recruiting experience with a search agency, RPO provider or a corporate recruiting team. </li></ul><ul><li>Experience with Applicant Tracking Systems (ATS) such as Bullhorn or Workday and advanced recruiting techniques like Boolean search strings, X-ray searches and use of other strategies and tools. </li></ul><ul><li>Solid knowledge of the recruiting lifecycle components including sourcing, qualifying, and assessing candidates, interviewing, and negotiating offers. </li></ul><ul><li>Highly developed staffing expertise, deep organizational knowledge, and sound discernment in order to contribute to the business and build credibility with clients. </li></ul><ul><li>Skilled ability to develop a sourcing strategy that includes education on inclusive hiring practices, a consultative approach toward using market data and industry research to guide managers through the candidate selection process and improve the overall delivery of talent. </li></ul><ul><li>Maintaining relationships with previous workers and finding opportunities to redeploy them </li></ul><ul><li>Building talent pipelines and attracting high-quality, experienced talent (technical and non-technical) across numerous markets and professional communities </li></ul><ul><li>Crafting company awareness, selling an opportunity, and developing active interest from talent for openings. </li></ul><ul><li>Operating independently in a collaborative environment, navigate ambiguity independently, influence partners, and make recommendations to refine the selection process ensuring projects stay on-track. </li></ul><ul><li>Attention to detail and the ability to prioritize competing demands. </li></ul>COVID Work PolicySafety is our top priority! Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role. Dynamic Working – Post PandemicOur aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you. Company OverviewAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Accommodation LanguageFidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>, or by calling 800-835-5099, prompt 2, option 2 For roles based in Germany: Contact <a href="mailto:accomodationsgermany@fmr.com" target="_blank">accomodationsgermany@fmr.com</a> For roles based in Ireland: Contact <a href="mailto:accomodationsireland@fmr.com" target="_blank">accomodationsireland@fmr.com</a> Fidelity Privacy policy

Fidelity TalentSource

Talent Acquisition Consultant

<h3>Job Description:</h3>Vice President, Family ConsultantThe RoleThe Fidelity Center for Family Engagement (FCFE) transforms the family-advisor partnership to move beyond the individual client experience to the family. We envision a world where families grow closer together as they navigate their financial lives. Our mission is to inspire, educate, and empower families and advisors to spark and sustain conversations about the emotional, relational, and generational aspects of wealth. This role will carry out our mission with a family facing expertise in partnership with the advisor community.The Expertise and Skills You Bring<ul><li>Experienced practitioner in consulting, coaching, and advising families of wealth, family businesses, and or family offices – 5+ years.</li><li>Practice knowledge of family engagement and conversation strategies with experience in facilitating family meetings and intra-family conversations.</li><li>Subject matter expertise in areas such as family systems theory, family psychology, family business frameworks, behavioral finance, financial therapy, leadership theories, or similar fields.</li><li>Experience in facilitating financial, business, wealth planning, and succession planning conversations in the family and or planning context.</li><li>Demonstrated success in facilitating and teaching larger groups and applying new content to generate individual and family change outcomes.</li><li>Applied research capabilities, including reading and synthesizing primary and secondary research, partnering to build interview-based cases, and using data to frame a problem or conversation.</li><li>An interest in innovative thinking, novel learning theories, developing new applications of content, program development, and strategies for expanding business scope and impact.</li><li>Degrees such as a master’s in psychology, MBA, Family Communication and/or Conflict Management Certification, or Family Enterprise Certification are preferred.</li><li>To facilitate family conversations and deepen the advisor’s relationship in the family wealth system, including increased engagement with spouses and next generation family members.</li><li>To focus on the client’s family and wealth transitions with a commitment to the client’s longer-term financial well-being and the firm’s generational relationship through time.</li><li>To extend and deepen the firms' relationships in high net worth (HNW) and ultra-high-net-worth (UHNW) families through a more systemic and conversational approach to planning.</li><li>To be a process consultant and coach to the advisor community to build their family engagement and process facilitation capabilities with family clients.</li><li>To offer clients and their advisors an objective family-focused point of view on the client’s present circumstances pertaining to their wealth, transition of their wealth, family relationships, and future decision-making that will impact the larger family wealth system. </li><li>To track and measure engagement outcomes against Fidelity’s client-based outcomes to communicate the type of value offered to Fidelity’s HNW families. </li><li>To be a leader on the FCFE team for all their relationship-based skills frameworks and programs in the family-facing space.</li><li>To be part of a team that offers a differentiating family engagement capability to the firm, including providing one-to-one and one-to-many coaching, creating a replicable family meeting and engagement process, and delivering end client events.</li><li>To build your own SME capabilities to extend and evolve FCFE content and delivery and be a co-creation partner with business partners in the larger organization.</li><li>Experience in engaging with High Net Worth/Ultra High Net Worth end-clients and families in an individual and collective family context.</li><li>Passion for driving holistic family wealth transition and estate planning outcomes while creating closeness in the family.</li><li>Superior facilitation, consultative, and presentation skills to individuals, family meetings, and larger-scale events and workshops.</li><li>Experience in adult training, leadership frameworks, process consultation, and coaching models. </li><li>Sophisticated thinking and facilitation skills for communicating complex concepts to get change in the family system.</li><li>Ability to learn, integrate, and deliver new content quickly, and to adapt it to different family situations and business requirements.</li><li>Understanding of business priorities, competitive environments, and how your work translates into FCFE and business outcomes. </li><li>Proven ability to drive initiatives and coordinate effectively across a highly matrixed organization with peers and senior leaders.</li><li>Experience in co-leading projects and co-creating facilitation and learning approaches to meet shared outcomes and objectives. </li><li>Expertise with malleability around developing content, training programs, pedagogical design, and facilitation strategies.</li><li>Travel expected 25% of the time</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Team: The Fidelity Center for Family Engagement (FCFE) transforms the family-advisor partnership to move beyond the individual client experience to the family. We envision a world where families grow closer together as they navigate their financial lives. Our mission is to inspire, educate, and empower families and advisors to spark and sustain conversations about the emotional, relational, and generational aspects of wealth. This role will carry out our mission with a family facing expertise in partnership with the advisor community.<h3>Certifications:</h3><h3>Category:</h3>Program/Project ManagementFidelity’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.

Vice President, Family Consultant

<h3>Job Description:</h3>The RoleAre you passionate about using your analytical skills to uncover insights that drive business strategy and success? If yes, we want you to join our upbeat and hardworking team, empowering digital customer experience and product development business partners with strategic insights to enable objective, data-driven decisions. The actionable insights you deliver will inform Fidelity’s digital initiatives and strategy and make a real-world difference for Fidelity’s 40 million individual investors.The Expertise and Skills You Bring<ul><li>10+ years of proven experience influencing strategic business decision-making and digital product design through digital analytics and insights</li><li>Proven track record presenting to senior executives—delivering actionable insights through data and presenting sophisticated analyses in a simple, clear, and meaningful way</li><li>Highly skilled with digital analytics tools (e.g., Adobe Analytics, Contentsquare), database querying (e.g., SQL, Snowflake), and data visualization (e.g., Tableau, OpenSearch)</li><li>Experience synthesizing data and insights from disparate sources (e.g., customer attributes and behaviors, digital interactions, transactional activity, and business financials) to generate a deep understanding of customer needs and digital behavioral patterns</li><li>Bringing an analytical approach to assessing the customer and business value created by digital product and experience enhancements</li><li>Driving a culture of experimentation (including hypothesis generation, testing strategy / design, and test implementation) to personalize and optimize the client experience</li><li>MBA or an MS degree in a quantitative / technical field such as Engineering, Economics, Statistics a plus</li></ul>The TeamWe are looking for an accomplished, collaborative, and creative analytics professional to join the Advanced Analytics and Customer Insights team, supporting Fidelity’s Digital Channels. Your subject matter expertise in analytics will play a critical role in optimizing a personalized digital experience for Fidelity’s clients.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’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.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, Advanced Data Analytics and Insights

<h3>Job Description:</h3>Fidelity Digital Assets℠ is dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, where years of research and development have provided us with the deep expertise necessary to build the future of finance. As a Director, Advanced Data Analytics in the Advanced Analytics &amp; Customer Insights organization you would have the opportunity to directly contribute towards this future. The RoleWe are looking for an analytics professional who is a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. You'll be embedded in our Digital Assets business and will partner together to help support and evolve Fidelity's digital asset offerings that demonstrate Fidelity’s commitment to customer value and high customer experience standards.This role requires a dedicated, committed, and passionate individual who can:<ul><li>Identify reporting requirements and build solutions end to end including sourcing data through report authoring</li><li>Create and summarizes large datasets.</li><li>Collect and analyze data / develop insights and reporting capabilities to empower organizational leaders to make decisions.</li><li>Work across diverse skilled teams to find success for Fidelity and our customers.</li><li>Have a natural intellectual curiosity, initiative, and love for learning new skills and capabilities.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree required, Advanced Degree a plus.</li><li>8+ years of experience generating analytical insights to drive business actions.</li><li>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; Business Objects experience a plus.</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.</li><li>Experience in financial services/Digital Assets a plus.</li></ul>The TeamThe Fidelity Digital Assets℠ Advanced Analytics team is central to enhancing and delivering analytics and reporting solutions that meet the needs of the Fidelity Digital Assets business. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business, and seek to increase the value we provide through our practice.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsFidelity’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.

Director, Advanced Data Analytics

<h3>Job Description:</h3>The RoleSVP, Alternatives Institutional Portfolio ManagerThe SVP Alternatives IPM will work closely with Fidelity’s private equity multi-strategy fund and direct real estate investment teams to support the growth of the products to institutional and intermediary customers. This role will suit candidates with entrepreneurial energy and accountability who are excited to build a business with the support and backing of a leading financial services company. In addition, this professional must have the willingness and desire to manage the workload of a start-up coupled with an agile mindset to move between a smaller team environment to the wider established financial services company.The TeamLocated in Boston, MA, the Alternative Product Development Team ('Alternatives') is part of Fidelity’s Enterprise Services Division that manages the firm’s growth initiatives sponsoring new business creation and innovation. The Alternatives team works closely with Fidelity’s Asset Management Division as well Fidelity’s proprietary alternative investment companies within the Devonshire Investments to bring alternative real estate and PE multi-strategy investments to market.The Purpose of Your Role and the Value You DeliverThe Institutional PM will be one of the senior advocates of Fidelity’s private equity multi-strat and direct real estate products, representing them to existing and prospective institutional and intermediary clients and gatekeepers, internal distribution, operations, marketing and asset management business partners. The Institutional PM will be vital to supporting the growth of Fidelity’s private markets offering.Primary Responsibilities <ul><li>Contribute to the go-to-market sales strategy for the private equity multi-strategy and direct real estate products which will include working with various sales organizations internally to define target market segments and specific prospects, and creating pricing structures and key terms.</li><li>Work with various sales and portfolio teams on complete alternative selling process from sourcing and meeting with prospective investors, educating internal sales teams, working through prospect’s due diligence process to client reporting.</li><li>Meet with existing clients to provide portfolio and performance updates.</li><li>Work with marketing on creating the client facing collateral.</li><li>Provide client and consultant feedback to senior leaders.</li><li>Identify thought leadership and other events to drive awareness of Fidelity’s capabilities.</li><li>Partner with marketing to develop white papers, case studies, trickle marketing campaigns, and press releases.</li><li>Collaborate on new products and be creative in bringing value to our clients.</li></ul>The Expertise We’re Looking For<ul><li>Series 7, Series 24, Series 63</li><li>Experience in the private markets industry, specifically real estate, infrastructure or private equity</li><li>15+ years’ experience working within alternatives in product development, relationship management and sales</li><li>Ability to explain complex products and structures for various levels of staff and clients</li><li>Excellent writing skills and experience in creating product promotion materials, articles and in public speaking</li><li>Deep understanding of private market regulations.</li></ul>The Skills You Bring<ul><li>Outstanding collaboration skills, with an ability to work with and across portfolio managers, product development, senior managers, legal and compliance, salespeople and relationship managers across various channels.</li></ul><ul><li>Experience with owning outcomes and driving solutions.</li><li>Experienced analytical skills and attention to detail.</li><li>Always seeking accurate, complete, and timely information.</li><li>Address concerns and questions from clients in a thorough and thoughtful manner.</li><li>You are a hands-on contributor who enjoys working with a high-performing team and delivering results.</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Private EquityFidelity’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.

SVP, Alternatives Institutional Portfolio Manager

<h3>Job Description:</h3>The Role In the Domain Delivery Manager role, you and your team are accountable for synthesizing and communicating domain level strategy and roadmap, whilst also project managing all complex initiatives within your domain. You will partner with a broad set of stakeholders including the Head of AMT Strategy, Domain Leader, Product Area Leaders and Chapter Leaders. You will collaborate with your peers across domains and the AMT level head of strategy to ensure the AMT level strategy and roadmap are inclusive of critical milestones and strategic objectives of your domain. You will ensure the strategy and roadmap for both your domain and AMT are represented clearly to our business partners and enterprise stakeholders. This role will also include a focus on Alternatives, supporting the development of a technology strategy and roadmap for Liquid and Credit Alternatives and the program management of cross organizational initiatives supporting the future growth and scaling of the alternative products. ResponsibilitiesYou will be accountable for synthesizing the strategy for the domain, including a focus on Alternatives, working collaboratively with the product and chapter areas, who are accountable for the definition of the strategy. You will develop, promote and maintain the strategy and roadmap at the domain level.You will coordinate, improve, and maximize delivery at the domain and program level. You and your team will be responsible for program and project management of multiple complex projects across your domain and across AMT as requiredYou are a mature and effective leader, with the ability to both influence when you do not have direct accountability and drive when you have direct accountability.Focus Areas Initiative Cohesion <ul><li>Ensure delivery goals are clearly articulated and understood for each value delivery stream across the initiative. </li></ul><ul><li>Ensure adherence to technical and quality standard practices across a cross-domain or cross-enterprise initiative. </li></ul><ul><li>Complete quarterly planning activities for the strategy and initiatives, ensuring achievement, milestones and risks are clear</li><li>Setup and manage the appropriate governance structure(s) around initiatives</li></ul>Integrated Delivery <ul><li>Continuously factor scope of work, capacity needs, and prioritization into an integrated execution plan and delivery roadmap with release forecasts. </li></ul><ul><li>Manage dependencies, risks, and impediments for the initiative and raise when needed. </li></ul><ul><li>Establish and lead key scaled events at both value delivery stream and initiative levels. </li></ul><ul><li>Continuously look for ways to improve how the initiative is performing</li><li>Lead integrated initiative release management practices and support end-to-end testing coordination. </li></ul>Communication <ul><li>Establish communication practices through which to share delivery plans, coordinate roadmap adjustments, and provide transparency into plans and progress. </li></ul><ul><li>Provide updates to leadership on status of initiative including progress, risks, challenges, achievements, and metrics.</li><li>Work with your peers across domains to build a consistent communication harness for AMT</li></ul>The Expertise and Skills You Have <ul><li>10+ years of delivery or project management experience managing large, highly complex technology programs </li></ul><ul><li>Familiarity with scaled delivery frameworks</li><li>Strong investment domain knowledge with a background in Alternatives</li><li>Strong grasp of business context and product lifecycle management, grounded upon customer outcomes </li></ul><ul><li>Strong grasp of the software development lifecycle and experience working closely with software engineers to deliver large scale technology initiatives</li></ul><ul><li>Ability to drive and align execution of the Program with all stakeholders to a shared Initiative across Product Teams, Functions, Domains, and BUs </li></ul><ul><li>Strong understanding of, and experience with, scaled practices, processes, and artifacts </li></ul><ul><li>Strong focus on execution with the ability to identify, communicate, and remove impediments at scale </li></ul><ul><li>Strong change management skills </li></ul><ul><li>Proven strategic, analytical, and problem-solving skills with the ability to identify and articulate connections across separate, but related, concepts </li></ul><ul><li>Strong ability to lead and influence behavior without formal authority </li></ul><ul><li>Proven excellence in communication and people-interaction skills </li></ul><ul><li>Continuous improvement attitude when thinking of the longevity of the Program and future delivery support model </li></ul><ul><li>Intellectual curiosity with a strong desire to understand key trends across technology, both within and outside of Fidelity, and apply takeaways locally </li></ul><ul><li>Experience encouraging Agile behaviors, reinforcing practices, norms, events, and supporting the overall performance and efficiency of the Program </li></ul><ul><li>Experience creating an environment for psychological safety and highly engaged teams at the Product and Domain level </li></ul><ul><li>Proven success working across multiple Products and Domains to drive coordination and delivery of the Program </li></ul><ul><li>Experience championing adoption and consistent use of delivery enabling tools and data for strategic planning, prioritization, and managing the work (e.g., Jira Align, Miro, Power BI, etc.) </li><li>Strong experience curating, communicating, and managing Program status, risks, and dependencies with stakeholders</li></ul><h3>Certifications:</h3><h3>Category:</h3>Program/Project ManagementFidelity’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.

Vice President, FHA Domain Delivery Manager

<h4>Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!</h4>Everywhere you turn, you can feel the immeasurable level of enthusiasm here at NeighborHealth! We are one of the largest community health centers in the country, supporting the greater Boston area and focusing on the well-being of our patients and local community. From the nurses and physicians on the front line of patient care, to the managers who lead and guide our staff, to the many support roles that keep our facilities running smoothly - everyone plays a vital role in improving medicine for our patients.Interested in this position? Apply online and create a personal candidate account!Current Employees of NeighborHealth- Please use our internal careers portal to apply for positions.To learn more about working at NeighborHealth and our benefits, please visit out our Careers Page.Time Type: Full timeDepartment: PACE Referral &amp; CommunicationAll Locations: 300 Ocean Avenue – ReverePosition Summary: The PACE Referral and Communications Coordinator, under the direction of the PACE Referral and Communications Manager, will be responsible for providing the highest level of customer service to all callers to the PACE program while efficiently processing all calls and referrals appropriately. The PACE Referrals and Communications Coordinator will do whatever possible to meet the needs of the caller in one transaction to avoid any caller being transferred multiple times. The PACE Referral and Communications Coordinator is responsible for scheduling all external and internal appointments in collaboration with the participant/caregiver, taking participant preferences into account. The Coordinator will schedule all Transportation related to appointments. The Coordinator will follow all workflows regarding proper channeling of calls and referral processing. They will complete telephone encounters where appropriate per telephone triage workflows. The PACE Referral and Communications Coordinator will display excellent written and verbal communications skills, problem solving and critical thinking skills, and be adept at multi-tasking. The PACE Referral and Communications Coordinator will collaborate with the Center Secretaries and Transportation Schedulers to ensure good coordination between the PACE Centers, IDTs, and Transportation staff for maximum efficient use of resources.ESSENTIAL DUTIES &amp; RESPONSIBILITIES:<ul><li>Maximize efficiency of transportation by coordinating appointments to same locations with participants across PACE centers.</li><li>Facilitates external appointments utilizing phone, TripMaster, Epic.</li><li>Efficiently manages referral work queues in Epic for all external appointments.</li><li>Utilizing appointment reports, schedules all transportation for PACE Center external appointments.</li><li>Establish and maintain professional collaborative relationships with internal and external customers.</li><li>Coordinates transportation in an efficient manner: Enters all data in TripMaster,</li><li>Processes all cancellations and changes of all appointments.</li><li>Cancel appointments at participant/caregiver request and notify appropriate department.</li><li>Complete telephone encounters and route to appropriate department per workflows.</li><li>Route med refill calls to refill lines when participant will accept; otherwise handle per alternate workflow.</li><li>Determine emergent nature of any calls that would require warm transfer to secretary at center, following set guidelines.</li><li>Appropriately refer callers to other departments if not PACE related.</li></ul>EDUCATION:<ul><li>HS Diploma/GED required; Associates degree preferred.</li><li>Fluency in Spanish required.</li></ul>EXPERIENCE:<ul><li>Minimum two years of experience in a customer service setting required; Healthcare setting preferred.</li><li>Computer skills: Windows, Outlook, and experience with EMR preferred.</li><li>Able to work effectively with the Interdisciplinary Team.</li><li>Excellent critical thinking skills with the ability to prioritize and problem solve independently.</li><li>Ability to work well in a fast-paced, multi-functional environment.</li></ul>SKILLS/ABILITIES:<ul><li>Strong computer skills Good communication skills</li><li>Ability to work independently Strong critical thinking skills.</li></ul>

62 Project Management / Professional Services Jobs in Revere, MA, USA