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<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.

Fidelity Investments

Financial Services Representative - Irving, TX

Financial Services Representative - Fort Worth, TX

Financial Services Representative - Southlake, TX

<h3>Job Description:</h3>The RoleThe Senior Associate, Retirement &amp; Institutional Custody Product Management is a key member of the product team and will support the development and management of a holistic suite of retirement &amp; institutional custody services intended for intermediary Fidelity clients such as RIAs, BDs, independent record keepers, banks, trust companies &amp; family office firms. The associate will interface directly with clients, vendors and internal stakeholders in sales, relationship management, operations and service to oversee the daily requirements of product management as well as coordinate on net new initiatives. This role will help drive the next iteration of products and services we offer these firms in addition to ensuring the current products and platforms operate to product and client specifications.The Expertise and Skills You BringThis role will support product management and development across the suite of individual &amp; self-directed brokerage retirement products as well as institutional custody services that focus on recordkeepers. The ideal candidate should have strong knowledge of retirement products, the third party administrator model, wealth management services, operations, trust accounting, regulatory and compliance reporting.<ul><li>Bachelor’s degree (or its equivalent).</li><li>5+ years of experience with RIAs, Broker Dealers, independent record keepers, third party administrators, bank and trust company firms as brokerage clients</li><li>Experience with Defined Contribution and Defined Benefits retirement plans and the many operational nuances they bring to the plan, the record keeper and the advisor.</li><li>Trust Accounting experience is a Plus</li><li>Working knowledge and work experience with individual retirement accounts and self-directed brokerage accounts</li><li>Experience with brokerage technology and a basic understanding of vendor integrations, third party record keeping and trust accounting software and the complex nature of third-party integrations is required.</li><li>Experience with principal and income accounting, beneficiary disbursements, trustee and investment management fee calculations, administrative and investment reviews, bank regulatory reporting (RC-T, 13G, 13F), income tax returns for trusts.</li><li>Ability to collaborate with a variety of technology teams to establish clear client-ready outcomes that enable platform adoption.</li><li>Ability to collaborate with vendors to ensure client demands are met and projects are coordinated across all parties.</li><li>Entrepreneurial drive—must be a self-starter and a critical problem solver with attention to detail coupled with the ability to work in a fast-paced and innovative work environment.</li><li>You are curious, driven, collaborative in nature and an excellent teammate.</li><li>Must have your FINRA Series 99 and 7, or willingness to acquire within a prescribed period.</li><li>A history of defining priorities based on business needs and critical metrics and providing clear readouts to senior management on progress.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThis dynamic group is part of the Institutional Wealth Management Services Business Unit serving a variety of Institutional clients. The team works cross-functionally with clients and internal stakeholders spanning Technology, Client Experience, Relationship Management, Sales and Operations to vet client workflows and needs and to build and prioritize product requirements, development and deployment in a way that ensures an optimal client experience . Our greatest asset is our ability to work as a team in a way that blends subject matter expertise, patience, professionalism and operational excellence.<h3>Certifications:</h3>Series 07 - FINRA, Series 99 - FINRA<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.

Senior Associate, Retirement & Institutional Custody Product Management

<h3>Job Description:</h3>The Role You’ll lead initiatives that are fundamental to growing Fidelity’s share of self-directed advanced trading market. You’ll become an expert in advanced trader customer needs by analyzing customer data, research and competitive intelligence; you'll drive business growth through strategies that both meet the market needs of today and tomorrow; and execute short- and long-term plays in partnership with design, product, marketing, compliance, technology, digital and live channels. The Expertise and Skills You Bring You possess a strong passion for product development, innovation and strategic storytelling. You thrive in white or gray space and take initiative to figure it out and bring others along. You have a track record of mobilizing people from various teams toward a common objective through facilitative leadership, iterative thinking, and a collaborative workstyle. You have broad business knowledge of Fidelity’s diverse offerings for retail investors and the markets we serve; but you also think beyond traditional financial services and apply best digital product thinking to our work. Additionally: <ul><li>Experience driving customer analysis and research through hypothesis driven critical thinking</li><li>Experience leading end-to-end experiments from hypothesis through design / develop through measurement </li><li>Strong communication skills that help align partners and stakeholders and inspire confidence </li><li>Investment strategy knowledge / relevant certifications a plus </li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Team The Advanced Trading team is part of Fidelity’s Brokerage business. We partner with smart, creative people across the organization to understand our customers, their needs, and how we can better meet the needs of today and tomorrow. We have a relentless commitment to helping our customers build confidence in investing – regardless of their affluence, skill or appetite. <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, Business Strategy

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.Please note that we do not offer visa sponsorship for this position.<h4>Role Summary</h4>As a Summer Project Management Intern at National Life Group, you will play a vital role in supporting our Project Management Office (PMO) team to ensure smooth and effective project delivery. This hands-on role provides a unique opportunity to work on strategic projects, build your project management skills, and gain valuable industry knowledge in the insurance field. You’ll collaborate with cross-functional teams, helping to track project progress, analyze data, and support communication efforts across departments.This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. &nbsp;Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. &nbsp;The work schedule type and core days are subject to change with advance notification and manager discretion.&nbsp;<h4>Essential Duties and Responsibilities</h4><ul><li>Project Support: Assist project managers with planning, executing, and closing projects, including managing project schedules, timelines, and resources.</li><li>Documentation: Help maintain project documentation, such as status reports, meeting minutes, and task lists to ensure clear communication and up-to-date project tracking.</li><li>Data Analysis &amp; Reporting: Compile and analyze project data to create reports that assess project progress, risks, and overall performance. Present insights and recommendations for improvements.</li><li>Stakeholder Communication: Work with internal teams to gather project updates, support in preparing presentations, and assist with stakeholder communication on project status and milestones.</li><li>Risk Management: Support risk identification and mitigation processes, including tracking risks, documenting issues, and updating risk logs as needed.</li><li>Process Improvement: Contribute to initiatives aimed at optimizing project management processes and workflows within the team.</li></ul><h4>Minimum Qualifications</h4><ul><li>A rising senior currently pursuing a Bachelor’s degree in Business, Project Management, Insurance, or related field.</li><li>Strong organizational and time-management skills, with keen attention to detail.</li><li>Excellent verbal and written communication skills, with the ability to communicate clearly and concisely.</li><li>Strong analytical and problem-solving skills with a proactive approach to identifying solutions.</li><li>Enthusiastic about learning, with a genuine interest in project management and the insurance industry.</li></ul><h4>Preferred Qualifications</h4><ul><li>Proficient in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with project management tools like Asana, JIRA, or MS Project is a plus.</li></ul><h4>Program Highlights</h4><ul><li>10-week paid internship with formal orientation and onboarding</li><li>Networking opportunities with peers and leaders throughout the summer</li><li>Cross-Departmental group project focused on an enterprise-wide solution presented at company-wide event</li><li>Presentation skills coaching sessions</li><li>Learning opportunities throughout program</li><li>Access to mentors (former program participants)</li></ul>Base Pay Range.&nbsp; The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.&nbsp; The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.Hourly Pay Range$19—$28 USDNational Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.Social Media PolicySite Disclosure and Privacy PolicyNational Life Group1 National Life DrMontpelier, VT 05604

National Life Group

Project Management Office Intern – Summer 2026

<h3>Job Description:</h3>The RoleThe Fidelity Health Sr. Risk Manager will provide risk management support to the Fidelity Health Domain and Operations teams with an emphasis on emerging, debit card, and spending account products and initiatives. Your partnership with these teams will help to ensure risks are appropriately considered and mitigated as new and changing products and services are developed for our Fidelity Health client base and their customers. This includes supporting a debit card program management function within Fidelity Health. You will help your business partners by:<ul><li>Conducting risk assessments</li><li>Performing control reviews</li><li>Managing and mitigating risk incidents</li><li>Providing analysis and reporting</li><li>Fostering strong partnerships and relationships to influence change</li><li>Working with partners in Legal and Compliance to support regulatory changes or issues</li><li>Assisting our internal and external Audit partners, and </li><li>Ensuring there is appropriate reporting, communication and awareness on issues identified to make sure the business and Risk organizations are making informed decisions. </li></ul>The Expertise You Bring<ul><li>Knowledge of debit card program management risk oversight</li><li>Health and welfare administration and/or health savings account industry knowledge a plus.</li></ul><ul><li>Understanding Fidelity's digital offerings and cloud technologies. </li><li>Proven problem-solving skills and experience making decisions.</li><li>Risk assessment and / or controls or audit experience.</li><li>Strong analytical and communications skills.</li><li>Working knowledge in the field of data analytics a plus.</li></ul>The Skills You Bring<ul><li>A dedication and willingness towards continuous improvement and learning new skills and capabilities.</li><li>Reinforcing the focus on being a collaborative partner in helping FH execute on their goals and proactively identifying risks to facilitate that execution.</li><li>Understanding of agile principles.</li><li>Excellent communication, collaboration and influencing skills. The ability to influence others is crucial. </li><li>A skillset that can summarize and present findings in an organized and professional manner. </li><li>An ability to interact with all levels of the organization and appropriate business partners.</li></ul>The Value You Deliver<ul><li>You have a risk mindset and will drive – through a risk-based approach – thought leadership that assists with outcomes.</li><li>Coordinating and appropriately escalating incidents and supplying reporting to senior leaders to help identify risks and assist with appropriate mitigation strategy recommendations.</li><li>To be able to clearly and succinctly convey high level summaries of projects, areas of concern, and actions/decisions needed to move forward. You must clearly tell the story and help the business understand any risks associated with deliverables and suggested actions to mitigate or accept these risks.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamYour primary role is to work closely with the Fidelity Health and Benefits Accounts Operations and Product teams to understand business risks related to core and ongoing operations, as well as new and emerging products, services and technology. As a representative of the FH Risk team, you will interact with leaders and associates at many levels in the FH Operations and Domain. It will require an individual who works well both independently and as part of a larger cross-functional group. You will be involved in various projects that will assist Fidelity Health with achieving business objectives. <h3>Certifications:</h3><h3>Category:</h3>RiskMost 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.

Sr. Risk Manager

<h3>Job Description:</h3><h3>The Team</h3>Fidelity Stock Plan Services (SPS) is Fidelity’s equity compensation administration services business, which is vertically integrated in the Workplace Investing (WI) division. Fidelity’s Stock Plan Services business manages relationships with external Plan Sponsors and their employees in 198 countries, including numerous S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants.The Stock Plan Services Product and Platform Domain exists to focus and deliver world class equity plan administration capabilities of behalf of our Stock Plan Clients and digital experiences for their Participants. The domain focuses on four major tenets in operating principles and design decisions:<ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS experience.</li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets</li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs.</li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people.</li></ul><h3>The Role</h3>As the Product Area Leader of Stock Plan Services Employer Experience, you blend broad product and portfolio management expertise with an obsession for helping plan sponsors streamline the administration of their plans and equity awards. You will define and evolve the product vision, strategy, and mission of the SPS employer experience to digitize the plan administration experience. This will require you as a leader to thrive in an environment of leading large complex change and delivering high impact in a matrixed organization reliant on partners across multiple divisions to collaborate. To succeed, you will articulate a strategic product vision and mobilize alignment across teams to align partners on delivery utilizing strong communication and collaboration. You will foster close partnerships with dotted line teams and functional leaders in technology, client service, operations, implementation &amp; sales.As a leader, you will articulate a digital strategy and empower agile teams, and associates to maximize value delivered through prioritization, creativity, innovation, collaboration, and decision making to encourage them to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. In the agile structure you will nurture teams oriented around capabilities (ex: Plan Setup, Award Management, Event Management, Participant Maintenance et al) and lead forums to help build a highly mission driven team, collaborative culture and strong community to deliver on innovative digital journeys. You are committed to developing your own industry knowledge on product evolution and innovation to inform your product vision and to empower your leaders with that knowledge.Scope of Role: <ul><li>Sets the SPS Employer Digital Strategy for accelerated delivery of digital experiences with the goal of delivering industry leading innovative experiences simplifying administration of a complex product offerings.</li><li>Define a multi-year strategy to deliver enhanced capabilities while building towards a larger north star product vision</li><li>Works across the enterprise to influence channel within broader Plan Sponsor workstation journeys to ensure the cohesion of the customer journey</li><li>Demonstrates strong digital product experience, communication, influence and decision-making skills on matters of the highest complexity presented by work that carries across varying products and processes from potential combinations of domains/product areas and BU's.</li><li>Develops vision, goals, and direction for Product Area, with responsibility for the complete cycle of product development and implementation. This large-scale process may carry significant risk and may be managed across multiple Product Areas/Domains/Business units.</li><li>Responsible for ensuring the completion of work by empowering Squads to plan, coordinate and execute. Oversees significant budget and number of resources. Develops the requirements for high quality standards and practice.</li><li>Sets and leads timelines, expectations, and the strategic decisions for a product area with influence on a broader set of product areas, including solution development based on expertise and experience.</li><li>Proactively partners across domains, product areas, centers of excellence, and chapter leaders to influence strategic decisions related to their area of expertise. May lead a new offering tied directly to driving scale and efficiency in our service experience.</li><li>Serves as the thought leader for the Product area; motivates, attracts, and retains talent at more senior levels.</li><li>Strong partnerships and collaboration with other Product Area, Chapter Area, Chapter and Squad Leaders. Role model for Fidelity agile leadership behaviors and forms agile culture.</li><li>Supports, mentors, develops, and enables Squad Leaders and all senior leadership to deliver increased value to the product areas and domains they support.</li><li>Partners with chapter area and chapter leaders to ensure optimization of chapter member talent while defining and building learning opportunities connected to the strategic direction of the domains and product areas.</li><li>Leads thought leadership and has significant mentorship capabilities.</li></ul>The Expertise and Skills You Bring<ul><li>15+ years of functional experience in product management, technology and/or business, with high level agile, analytical, and coaching skills</li><li>Holds or working towards Certified Equity Professional (CEP) and Series 7, 24 licenses</li><li>You have demonstrated senior level SPS product experience defining strategic roadmaps and leading the strategic vision and development of solutions and offerings aligned with business goals</li><li>Deep cross-platform product development experience with proven track record of delivering results and impact</li><li>You are a committed leader who serves and an inspirational people leader, capable of setting strategic direction and encouraging others to deliver results and impact to achieve that strategy</li><li>You have strong communication, collaboration, interpersonal and relationship building skills with which you influence and engage across Fidelity and at all levels of the organization and with external customers and partners</li><li>You have a continuous improvement approach and encourage and enable an agile way of working</li><li>You take a data-focused approach to decision making, in day-to-day leadership and strategic tradeoff analyses</li><li>You have or are committed to building a balance of technology and non-technology skills to fully appreciate the broad needs of our customers</li><li>Passion for developing associates and an ability to attract and retain hard-working individuals and teams, and a proven commitment to diversity and inclusion</li><li>Ability to create a psychologically safe culture that drives debate and encourages all levels to challenge each other for the betterment of our business and our clients</li><li>Dedication to serving our clients and their participants—listening to client’s feedback and driving higher levels of engagement, simplifying their end-to-end experiences, engaging them in an inclusive manner, and setting them up for better outcomes.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The base salary range for this position is $130,000-264,000 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>Series 07 - FINRA, Series 24 - FINRA<h3>Category:</h3>Product Management

Product Area Leader, VP Stock Plan Services Employer Experience

<h3>Job Description:</h3>The RoleAs a Senior Manager on the Dynamic Work PMO team, you’ll use data and analytics to influence key decisions and drive space planning strategies. You’ll design, refine, and maintain data that powers Fidelity’s space planning and allocation efforts, improving data quality, integrating new sources, and partnering with Corporate Services Technology to enhance availability and reliability. Your insights will inform actionable recommendations that optimize and align our space with business needs. This role is key to enabling a connected, data-driven approach to space planning.The Expertise and Skills You Bring<ul><li>Bachelor’s degree required, with 7+ years of experience in analytics, enterprise data strategy, or data engineering</li><li>Proven ability to design, build, and maintain scalable data solutions for reporting, forecasting, and operational insights</li><li>Strong proficiency in SQL and Snowflake, including creating and managing tables/views in a cloud-based environment; familiarity with data governance</li><li>Skilled in structuring datasets for scalable analytics and reporting</li><li>Hands-on experience with PowerBI dashboard development and performance optimization</li><li>Ability to manage multiple high-impact initiatives simultaneously while maintaining accountability and attention to detail</li><li>Strong communication and stakeholder engagement skills, with the ability to translate technical concepts into business insights</li><li>Ability to craft compelling stories from data, turning complex analytics into clear, actionable insights</li><li>Strategic and analytical thinker with a track record of turning data into actionable recommendations for executive decision-making</li><li>Collaborative and adaptable, thriving in ambiguous, project-based environments with multiple priorities</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Dynamic Work PMO team sits at the intersection of Workforce Planning and Real Estate. We partner across Fidelity to create a connected, data-driven approach to space planning. Our work is grounded in collaboration and curiosity, solving complex challenges and delivering insights that guide how Fidelity uses its workspace. We focus on innovation and continuous improvement, turning data into practical solutions that support effective planning and meaningful outcomes<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsMost 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.

Senior Manager, Data Analytics

<h3>Job Description:</h3><h3>The Role </h3>Do you want to work for the #1 provider of nonqualified deferred compensation (NQDC) services who is investing significantly to simplify, streamline, and innovate our NQDC experience? We’re looking for a dynamic, motivated Director, NQDC Growth Strategy to join our team! You will work across product, marketing, consulting, and sales to develop and implement strategies to achieve growth objectives for our industry leading NQDC Product. You will need to deliver measurable growth results by keeping up with market trends, conducting or sponsoring new analysis, and working across the organization. If you thrive in a face-paced, start-up environment, like to think broadly, yet still go deep and contribute to market leading innovations, then this opportunity is for you! <h3>The Expertise and Skills You Bring </h3><ul><li>10+ years of related financial services experience, preferably in product management, product marketing, and/or project management </li><li>5+ years of experience supporting NQDC administration or NQDC product management </li><li>Experience leading or supporting the growth of a new product, brand, or business in B2B and/or B2C environments </li><li>History of solving for ambiguity and 'crafting from scratch' </li><li>History of developing opportunities in white space as an analytical problem solver who can connect the dots to fuel growth </li><li>History of evangelizing narratives and driving projects forward through rallying teammates to action </li><li>Bachelor’s degree or equivalent experience preferred </li><li>Experience supporting the enablement of broad, complex, innovative solutions and product offerings aligned with and in support of the strategic direction of the organization </li><li>You have a continuous improvement approach, are willing to challenge the status quo and push for new thinking, and enable an agile way of working </li><li>Strong communication, interpersonal and relationship building skills with which you influence and engage externally with partners and customers and internally, across Fidelity and at all levels of the firm </li><li>You’re capable of leading, influencing, and motivating colleagues without formal authority </li><li>You’re energized by working collaboratively to deliver agreed-upon business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress </li><li>Ability to develop and implement growth strategies that deliver measurable results. You know how to adjust these strategies as the products and markets evolve </li></ul><h3>The Value You Deliver </h3><ul><li>Partner with the Product Area Leader to execute on the go-to-market strategy by managing facets of business health, including but not limited to: </li><li>NQDC pipeline management – establish and reinforce best practices </li><li>Working closely with Sales and Workplace Consulting to target proactive business development opportunities </li><li>Competitive intelligence and benchmarking initiatives </li><li>Working closely with our partners in Marketing to advance a robust B2B marketing plan, including a full inventory and prioritization of new or revised materials </li><li>Establishing NQDC educational content partnerships for internal and external consumption </li><li>Creating and maintaining NQDC capabilities and segmentation guides </li><li>Propose strategies to expand and enhance the company's ecosystem, including identifying emerging trends, aligning ecosystem initiatives with company goals, and promoting best practices. </li></ul><h3>The Team </h3>Fidelity Stock Plan Services (SPS) is Fidelity’s equity compensation administration services business, which is vertically integrated in the Workplace Investing (WI) division. Fidelity’s Stock Plan Services business manages relationships with external Plan Sponsors and their employees in 198 countries, including numerous S&amp;P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants. The Stock Plan Services and NQ Deferred Comp (SPSNQ) Domain exists to focus and deliver upon the needs of our Stock Plan and NQDC Clients and their Participants.The domain focuses on four major tenets in operating principles and design decisions: <ul><li>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQDC experience. </li><li>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets </li><li>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs. </li><li>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people. </li></ul>Workplace Investing’s NQDC offering provides companies with outstanding administration for their nonqualified plans. NQDC Product Development supports the business and technology work streams that deliver against approved initiatives including new experiences for participants and plan sponsors and improvements to existing experiences. Note: Fidelity is not providing immigration sponsorship for this position 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>Product Management

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