Fidelity Investments jobs in Dallas, TX

The Role Digital Assets Shareholder Reporting is GROWING at Fidelity! Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products with a focus on digital assets and cryptocurrencies? As we BUILD this critical team, we can offer roles at various levels: Analyst, Manager and Senior Manager. All applicants will be evaluated based on skills and experience and aligned to the appropriate role(s). This team is responsible for preparing, reviewing, and coordinating the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Primary responsibilities of the role relate to the digital products structured as Exchange Traded Products (ETPs) and Limited Partnerships (LPs) and includes quarterly/annual reporting. We need talent that thrives in an operational environment where deadlines, accuracy and high-quality reporting are critical to our success! Depending on your role, we need you to participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The Expertise and Skills You Bring Bachelor's degree with a background in financial services with an asset manager, audit firm or custodian bank, preferably in accounting operations or administration for alt investment products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed) Demonstrated success in leading teams to perform at their best for our Senior Manager role Experience using the Geneva or InvestOne platforms for accounting and reporting are a plus Advanced accounting and operational knowledge for alternative asset classes with a focus on digital assets and cryptocurrencies In-depth knowledge of US GAAP financial reporting standards for nonregistered investment partnerships and 33/34/40 Act investment funds and familiarity with a variety of product structures including onshore and offshore LPs, master-feeder, open-ended and closed-ended arrangements Advanced excel skills and experience translating accounting data into financial statement presentation Ability to lead independently and in an operations-focused, fast paced team environment Strong working knowledge of project and relationship management Excellent written and verbal communication skills and strong presentation capability MBA or CPA preferred for the Manager and Senior Manager roles. Note: Fidelity is not providing immigration sponsorship for this position The Team In Shareholder Reporting, we're on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we're the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity's new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity's current and future success! #Fidelityalts #FFIOALTS Certifications:Category:Investment Operations 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. 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.

The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization. The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company's proprietary and employee accounts. The Expertise and Skills You Bring J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations. A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience. Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus. Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings. Experience with technology startups and new business initiatives a plus. Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice. Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn. Ability to build and maintain strong relationships and credibility, internally and externally. Ability to manage outside counsel to provide excellent legal services in a cost-effective manner. Note: Fidelity is not providing immigration sponsorship for this position The Team Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity's cryptocurrency and blockchain products and services business. Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology. Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters. Evaluate new technology and tools relating to the digital assets and related asset management product offerings. #FidelityAlts The base salary range for this position is $140,000-285,000 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 benefits 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. Certifications:Category:Legal

The Role: Our teams build and contribute to Fidelity's digital presence. As a Principal Search Engineer on the Search Platform team, you will play a key role in designing, developing, and optimizing our search and content discovery platform, supporting millions of customer requests. You will be responsible for implementing and enhancing hybrid search solutions, and leveraging AI/ML techniques to improve search relevance and user experience. Your role will include building, managing, and automating cloud infrastructure to ensure robust, high-performance search capabilities for both internal associates and customers. You'll collaborate with cross-functional teams to deliver innovative search solutions, contribute ideas for product enhancements, and continually develop your technical skills in a fast-paced, team-oriented environment. The Expertise You Have: Deep expertise in implementing, configuring, and tuning enterprise-grade search solutions using Solr (preferred); experience with OpenSearch is a plus. Comprehensive knowledge of information retrieval principles, including both classic approaches (such as TF-IDF, BM25) and advanced neural search techniques (like vector embeddings and transformer-based models). Proficiency in container technologies, especially Kubernetes (AWS EKS preferred) and Docker. Solid understanding of the software development and delivery lifecycle for large-scale systems. Ability to design and implement automation and infrastructure solutions using languages such as Python, Groovy, Shell, and NodeJS. Experience with build tools and package managers (helm, maven, npm, pip, etc.). Familiarity with observability, monitoring, and logging tools such as Datadog, Splunk, or other OpenTelemetry/APM tools. Experience troubleshooting and resolving complex CI/CD pipelines, release issues, and multi-component system environments. Education / Certifications: Advanced degree in Computer Science or a related field, or equivalent professional experience. The Skills You Bring: Proven ability to lead technical efforts from conception through production deployment. Skill in translating business needs into scalable, effective search solutions. Ability to work collaboratively across organizations and drive successful outcomes. Passion and aptitude for learning new technologies and approaches, especially in the search and AI/ML space. Comfort operating in a polyglot development environment. Excellent verbal and written communication skills The base salary range for this position is $107,000-216,000 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 benefits 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. Certifications:Category:Information Technology

Director, Data Architect Fidelity Workplace Investing (WI) is seeking an experienced data architect to support the Workplace Platforms product area. The ideal candidate will have a solid understanding of data architecture principles and data strategy development. In this role, you will be responsible for formulating and driving the data strategy to help drive modernization efforts from a data perspective. You will also be working across business units and enterprise technology teams partnering with business leaders, architecture, and engineering to influence our core and common strategy and deliver these data capabilities. The Expertise and Skills You Bring Education - BS or MS required Demonstrated technology and personal leadership experience in architecting, designing, and building highly scalable transactional, analytical, and/or reporting applications Ability to formulate data strategy, conceptual architecture and work with development teams to execute the strategy Expertise in data management standard methodologies such as data integration, data security, data warehousing, data analytics, metadata management and data quality Ability to evaluate, prototype and recommend emerging data technologies and platforms Demonstrated experience developing enterprise applications and data solution in the cloud - Azure/AWS Experience architecting large complex systems with large volume and high-performance requirements Strong understanding of Data Modeling concepts including 3rd normal form and dimensional modeling Expertise in relational database technologies such as Oracle and Snowflake; cloud native databases such as Yugabyte DB and Cockroach DB; and NoSQL databases such as Aerospike Expertise in programming languages such as SQL and Python, Java a plus ETL experience on-prem and the cloud, preferred Python, Informatica and Snaplogic Experience with data processing concepts such as Change Data Capture, Eventing, and Streaming technologies Analytical reporting experience, preferably Snowflake and PowerBI Understanding of cloud concepts, specifically resiliency, scalability, and performance from a data/database perspective The base salary range for this position is $126,000-255,000 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 benefits 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. Certifications:Category:Information Technology

In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity's HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity's stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team. The Expertise You Have and The Skills You Bring Bachelor's degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline 5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role You have systems and application management experience on Linux/UNIX platforms You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure You have experience with networking, firewalls, and load balancers You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS You develop advanced, customized workflows and automated processes for/with vendor applications You have strong scripting & automation skills, specifically in Python and Ansible You have excellent written and verbal communication skills with the ability to present to both technical and business audiences You have demonstrated experience in leading small technical teams You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements The Team In this position you will join Fidelity's Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity's business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support. The base salary range for this position is $107,000-216,000 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 benefits 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. Certifications:Category:Information Technology

About this Job: Work Model: This role will be remote once you complete our required hybrid licensing and training program. Location: This role is only open to individuals living within a 50-mile radius of our Plano, TX (75024) location. At Vanguard, we have a client-first mentality that we realize every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” In this role, you will connect with clients via inbound phone calls to assist with their account-related inquiries, function as a subject-matter guide, and cultivate an excellent client experience. If you are passionate about helping others and are seeking an opportunity to use your customer service experience to positively impact our investors, join our team of “crew” as a Client Service Excellence Representative. At Vanguard, we believe in supporting our “crew” personally through all life stages. Our benefits package was designed with you in mind, including benefits centered around financial and career stability, longevity, and balance. Total potential compensation range for your first full year in this role is $60,500 - 67,500 ($52,000 -$58,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses) plus up to a $12,500 bonus upon obtaining the required licensing. Responsibilities: We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Service Excellence Representative, you will: Respond to a wide range of inquiries from our Personal Investor clients - from financial inquiries like onboarding new clients to supporting them through their retirement. Maintain strong performance metrics. Increase functional expertise through direct upskilling and training programs. Lead with compassion and a problem-solving mentality to help uncover client needs and provide timely and accurate solutions. What it takes: You do not have to be a financial expert to be an advocate for our clients! This role at its core has one main goal: to create and maintain exceptional client experiences. We welcome, and encourage, individuals from all backgrounds -- the most important things you need are strong client service experience and a desire to continuously grow your expertise. We have seen most success from individuals with: 3+ years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM). A desire for stability and longevity in a role. This position is not intended as a stepping-stone for advancement into other roles and incentives individuals looking for a career in client service. A learner's attitude and an appetite to continuously build your financial knowledge. High school, associate degree, or bachelor's degree. This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. How we will help: Choosing the next step in your career path can be a difficult decision - we are here to support you to ensure you thrive at Vanguard. Our training and development program is designed with “crew” in mind. We will provide you with: Fully paid training and incentivized hybrid licensing program, focused on supporting individuals without a financial background to pass their SIE and FINRA Series 7 & 63. After joining corporate orientation, you will go straight into our licensing and training program, which normally takes around 7 months based on current licenses held. Access to learning and development resources to equip and empower you with the skills to become a functional subject matter expert in your field. Coaching by leaders to help you excel in this role. Knowledge building on services and processes to equip you with the expertise necessary to have meaningful conversations with our clients. Quarterly in-office collaboration activities to build a culture of teamwork, engagement, and inclusion. Special Factors: Please note new hires may need to be full jurisdiction registered in all US states and territories. Vanguard is not offering visa sponsorship for this position. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

The Role This is an excellent opportunity for an individual contributor who has experience in, or is interested in learning about, Digital Assets, Liquid Alternatives and the expanding Alternative Products space overall. The Business Analyst Consultant combines in-depth knowledge of accounting and reporting matters with technical capability and superb interpersonal skills to elicit, define, and document systems requirements to the development team. This role is a liaison for the Shareholder Reporting business team to the IT systems groups. This role also includes general application support, issue documentation, project representation, and portfolio management, and interim business solutions using light automation. The Business Analyst Consultant performs many sub-roles combining business analyst, systems analyst, and project coordinator for the Shareholder Reporting team. This position emphasizes Operations expertise; it is not a Technology role. The Expertise and Skills You Bring * Bachelor's degree in accounting, finance, business, business analysis, CIS or the equivalent and 5+ years prior experience in the mutual fund industry (previous financial reporting experience with Digital Assets/Alternative products is preferred). * 5+ years project experience required (active participation and/or management) * Experience with Registration Statements (Prospectus (Pro), Statement of Additional Information (SAI), Summary Prospectus (Sum Pro) is a plus. * A self-starter with experience learning and adapting to new technology tools and investment vehicles quickly. * Your ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory environment. * Your strong verbal and written communication skills * Your experience in translating business requirements to technical resources in support of helping develop business solutions that reduce risk, increase business efficiency, and minimize impact. * Your experience working with product owners to build, prioritize and maintain product backlog to focus a team on delivering business solutions with the highest customer experience impact. * Your knowledge of and experience with tools and techniques for crafting, handling and evaluating business acceptance tests for end-to-end operational processes and end-users of solutions. * Your experience with activities, tasks, and practices for assessing and detailing business opportunities, benefits, risks, and success factors of potential solutions. * Your knowledge of and shown ability to implement the strategies and techniques used to ensure that customer needs are addressed in solution design that result in a positive experience with the organization and its products and services at every touch point. * Your ability to analyze business systems and/or business processes to identify user needs, document requirements, and address operation/process issues/improvements to accomplish business objectives. * Your extensive understanding of MS Office. * Your experience with database query tools, such as Microsoft Access, SQL, Power BI, or Oracle, are preferred. * Experience with Confluence's Unity financial reporting software is a plus. * Experience with SunGard's InvestOne and the Geneva accounting software and related reporting tools are a plus. Note: Fidelity will not provide immigration sponsorship for this position. The Team Shareholder Reporting within Fidelity Fund and Investment Operations (FFIO), offers outstanding operational service to both Fidelity's business partners and shareholders. The group's main responsibility is performing qualitative reviews of regulatory reports on assigned U.S., Canadian, or offshore domiciled Fidelity funds to ensure accuracy and adherence to appropriate regulatory guidelines. Certifications: Category: Business Analysis 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. 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.

The Role As a Compliance Advisor in the Ethics Office, you will be responsible for reviewing associates' gifts and entertainment (G&E) and Personal Conflicts of Interest (PCOI) disclosures. * You will help ensure that Fidelity protects its reputation and complies with a variety of federal, state, and local ethics and gift laws and regulations. * You will support the team by reviewing and processing disclosures and responding to associate inquiries. * You will routinely provide guidance to Fidelity associates regarding the Corporate Gifts & Entertainment Policy and Personal Conflicts of Interest Policy. * You will help automate our processes and drive innovation to improve the associate experience. * You will support the transformation of the PCOI Program by helping develop processes and implement technology solutions. * You will work closely with and have opportunities to learn from other Fidelity Ethics Office and compliance members, business and technology partners, and legal counsel. The Expertise and Skills You Bring * Bachelor's degree with at least 3 years of relevant work experience required. * Knowledge of compliance, risk, audit, or legal functions preferred. * Juris Doctor (JD) preferred. * Excellent written and verbal communication, interpersonal, and leadership skills. * Technology experience is a plus. * You are proficient in common office applications (e.g., Excel, PowerPoint, SharePoint) and can quickly learn and master internal websites, databases, and applications. * You are committed to operational precision, can accurately process work items from a queue, and can effectively handle multiple time-sensitive tasks and priorities at a time. * You can use problem solving skills to overcome unexpected obstacles with little or no supervision. * You possess strong research and analytical skills and are comfortable with data analytics. * You have a strong sense of ownership over your work, thoughtfully and efficiently drive tasks to completion, and are dedicated to accuracy, quality, and integrity. * You apply sound judgment to spot issues, assess risks, and identify items requiring escalation. * You can evaluate opportunities for improvements in processes through technology solutions. * You are an energetic, positive, adaptive, and results focused contributor. The Value You Deliver * You analyze, disposition, and escalate employee G&E disclosures. * You consult legal guidance to assess the appropriateness of gifts and entertainment given to government officials. * You detect potential policy violations via e-communications review. * You effectively communicate with associates who have not fulfilled their compliance obligations. * You monitor program mailboxes and respond to inquiries in a timely manner. * You advise associates and managers on the G&E and PCOI policies. * You support proactive reviews and risk assessments. * You support existing processes and help identify potential process improvements. * You review and complete reporting, execute program oversight controls, and maintain operating procedures. * You are a thoughtful decision maker who strives to enhance the associate experience while maintaining a strong culture of compliance. Note: Fidelity is not providing immigration sponsorship for this position The Team The Ethics Office works closely with business, compliance, and legal partners to ensure ongoing regulatory compliance, customer protection, and protection of Fidelity's brand and reputation. We are passionate about the associate experience and are committed to providing sound and consistent guidance that effectively mitigates conflicts of interest while allowing associates to engage in personal activities. Certifications: Category: Compliance 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. 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.

Job Description Sewing Specialists ALL SHIFTS AVAILABLE Are you a Sewing Specialist that would be excited to join a company that is helping to launch humanity into a new era of space exploration. MorningStar's client is a precision aerospace part manufacturer that is extremely technology driven. Are you someone with industrial sewing experience that is looking for a refreshing employee-owned company to join, where everyone's contribution counts significantly and everyone pulls together to help each other succeed? Maybe you have been in the designer clothing / film set industry with costume design or the automotive industry working on industrial sewing machines. This could be a great change for you. If you are excited about aerospace and using your talents to promote excellent workmanship in this industry, let's chat! Are you a patient person who has an ability to teach others your expert industrial sewing skills? Our client is seeking a master of technical hand and machine sewing who thrives on meticulousness and craftsmanship. You'll be part of an elite, cutting-edge team, working with confidential, non-conventional materials to create the critical components that power rockets into space. This is your chance to make a direct impact on missions that will shape the world for generations. MorningStar's client is an ESOP company, and this means they promote a solid culture with synergistic teams! Great benefits and collaboration! POSITION SUMMARY Our client is seeking highly skilled and meticulous Industrial Sewing Specialist with the highest level of competency in walking foot sewing. The successful candidate will be responsible for the precise, complex assembly and specialized fabrication of critical components for aerospace and other high-performance applications, where people's lives rely on high-quality production. This role demands exceptional attention to detail, a strong commitment to quality, and strict adherence to safety and regulatory standards, including the ability to make heavy impactful decisions in a short amount of time. Additional PREFERRED Qualifications/Skills : Unwavering commitment to elevating quality standards and spearheading continuous improvement initiatives within a high-stakes manufacturing setting Exceptional attention to detail and an unyielding commitment to precision and accuracy in all facets of fabrication and documentation. Proven track record of superior job performance complemented by advanced communication skills, essential for fostering a collaborative team environment and effectively contributing to critical soft goods programs. Exceptional proficiency in industrial sewing machine operation and a comprehensive understanding of material fabrication are paramount for excelling in this position All applicants must be eligible to work on military contracts.

The Role As a Communications Consultant you will help Fidelity's clients deliver critical information to their employees by developing and delivering best-in-class communication materials through a variety of channels. This includes producing high-quality Defined Contribution plan communications and pursuing opportunities to increase participant engagement through Fidelity's Financial Wellness and Education offerings. The Strategic market supports the largest clients with Fidelity with greater than $1B in plan assets. The Expertise and Skills You Bring * Experience in employee benefits communications and/or financial services preferred * Client consultation experience * 5+ years creating communication strategies * FINRA Series 7 and 63 licenses preferred (or required within 90 days) * Highly organized * Ability to work independently or collaboratively based on the circumstances * Creative problem solving * Strong attention to detail * Ability to juggle multiple, competing priorities * Active and effective listening skills * Data driven mindset * Curiosity and the desire to learn * Executive presence with the ability to present a variety of topics with confidence * Teammate who is willing to help the broader organization * Ability to influence client direction and decisions * Comfortable working in a fast-paced, ever-changing environment that may require resourcefulness to get answers * Ability to travel up to 25% of the time * Manage the creation and deployment of communications related to the 401k plan and associated Fidelity products and services * Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements * Uncovering plan-level opportunities by reviewing data from various internal sources and turning those data points into a cohesive story with clear actionable steps * Play the liaison between our marketing team and the client to ensure our marketing campaigns are understood and agreed to prior to distribution * Communicate operational updates to participants such as fund or fee changes * Ensure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals * Strategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approaches * Proactively recommend and respond to client inquiries quickly with answers that go beyond the stated need * Participate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implications * Measure and report successes/opportunities based on the results of our communications * Estimate cost of projects and bill for our services (when applicable) Note: Fidelity is not providing immigration sponsorship for this position The Team Your efforts will generate revenue for Fidelity by offering cost effective, digital solutions that engage participants and deepen client relationships. You will partner internally with key stakeholders like marketing, product, legal and production to meet client needs. You will partner externally with key stakeholders like plan sponsors, consultants, and Fidelity's vendors. The purpose of the role is to drive participant engagement with Fidelity's wide array of educational resources, marketing campaigns, tools, and workshops that can help participants make informed financial decisions. The Communications Consultant help our clients determine and map out a communication and education strategy that meets their organizational goals and participant needs Certifications: Category: Communication 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. 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.

JOB TITLE Principal Data Scientist - Natural Language Processing Fidelity Workplace Investing is seeking for Data Scientists with experience in natural language processing, large language model, machine learning, knowledge graph. This position will be based full time in Boston, MA. The Purpose of Your Role This individual will lead high profile data science and artificial intelligence projects working closely with Technology, Product Management, and others across multiple business units and teams to develop AI-based solutions by developing advanced AI models and technologies with Natural Language Processing(NLP), Large Language Model(LLM) and Machine Learning(ML), and developing Knowledge Graph to enable high performance of the AI models. Candidate must be comfortable in a fast-paced, unpredictable and sometimes ambiguous environment working with current and emerging AI technologies. The assignments will include model development with NLP, LLM and ML technologies, gathering data from multiple sources, data processing and analysis, knowledge graph development, unstructured data analysis, predictive and prescriptive analytics, interpretation of findings, presentation, and system implementation. The successful candidate will be capable of supporting projects across many areas with the highest degree of quality. They will have a proven record of assuring quality of data gathering and analysis, be a team player who thrives in a high performing work environment and acts with confidence to communicate to all levels of Workplace Investing and the Fidelity Enterprise. The Skills You Bring * PhD in Computer Science, Information Science, or other related STEM disciplines with extensive research on natural language processing, deep learning, knowledge graph, reasoning, OR Master's Degree in the same areas above with 10 years relevant professional experience * Deep understanding and knowledge of natural language processing, Large Language Model, deep learning, machine learning, knowledge graph, reasoning * A strong Python and SQL programmer with demonstrated proficiency in data extraction, data engineering, data analysis, machine learning, data modeling and pipeline automation. An ability to write object-oriented solutions and to package together and streamline existing models is preferred * Solid verbal communication, presentation, and business/industry/scientific technical writing skills with an ability to explain complex data science, statistics, and computer science concepts clearly for a nontechnical audience; comfortable interacting with various levels of management from different functions * Proficiency in information design with the ability to present and visualize data to foster efficient and effective understanding of the information. * Experience and knowledge in information retrieval, questing answering, deep learning and Large Language Model technologies The Value You Deliver * Manage and guide the AI model developments with Large Language Model, natural language processing, knowledge graph development, data science and data engineering elements of AI projects * Set a strategic direction for model development, knowledge graph development, data identification, collection and qualification activities * Lead data analysis for multiple projects with diverse scope and complex business and technical challenges across several business units and functions * Develop best practices for data science, considering the full analytical lifecycle * Develop guidelines for the evaluation of new analytical tools and platforms * Implement new technologies in a production environment with product, IT, and data engineering teams * Present reports and findings to senior level technical and non-technical audiences How Your Work Impacts the Organization As a data scientist in Fidelity Workplace Investments, you will contribute to advancing the analytics and data science capability for a variety of employee benefit products, and will take the organization to the next level. Company Overview 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 FidelityCareers.com Fidelity Investments is an equal opportunity employer. Certifications: Category: Data Analytics and Insights 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. 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.

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

Director, Brokerage Risk The Brokerage Risk team advises Fidelity's dynamic individual investor businesses building lifetime relationships with self-directed clients and helping them save and invest. You be responsible for advancing critical components of our risk governance program, which covers a wide array of brokerage products and services, brokerage operations, retail client services, and digital product and engineering initiatives. The Expectations for this Role * Advise senior leadership on operational risks and risk mitigation strategies * Support and participate in risk governance meetings, including risk committee(s) * Lead a team responsible for identifying, assessing, and monitoring risk * Proactively identify, assess, and monitor operational risks and remediation action plans * Develop and track business unit key risk indicators to monitor operational risk profiles * Coordinate risk assessment program with other second-line-of-defense leaders and functions to optimize cross-functional effectiveness * Collaborate with other lines of defense to identify emerging risks and opportunities * Timely investigate incidents, determine root cause, and advise on corrective actions * Oversee Brokerage issue management to ensure compliance with enterprise risk requirements * Build effective working relationships with business leaders and cross-functional partners The Expertise and Skills You Bring * Bachelor's degree (required) * MBA, Juris Doctor, or other master's degree with strong academic credentials (preferred) * 8-10+ years of risk, compliance, legal, or audit experience at complex financial services institutions, e.g., asset managers, banks, regulatory agencies (required) * Experience independently delivering on the expectations for this role (required) * Experience with brokerage products and services, brokerage operations, or client service operations - including familiarity with regulatory requirements (required) * Ability to deliver engaging, compelling, and persuasive presentations and reporting (required) * Exceptional judgment and analytical skills - you will need to excel at quickly analyzing complex risk and business issues in a variety of substantive areas (required) * Experience with Archer GRC (preferred) Behavioral Attributes * Exhibits executive presence and effectively persuades and influences senior leaders * Leads, develops, and inspires high-performing teams * Demonstrates exceptional attention to detail and communications skills * Drives outcomes in a fast-paced, distributed, and complex environment * Builds and maintains effective working relationships across businesses and support functions * Balances pace over perfection The Team Brokerage Risk supports the retail distribution arm of Fidelity Investments focused on enabling self-directed customers to achieve their financial goals. Brokerage Risk is a dedicated team of risk professionals who partner directly with business leaders and cross-functional partners to ensure comprehensive risk management throughout the brokerage businesses - from the frontline to executive leadership. As part of this team, you will help deliver risk advisory support on major firm initiatives and new products and services that directly impact more than 18 million self-directed investors. 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 benefits 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. Certifications: Category: Risk

Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity's planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We're Looking For * Effectively utilizing Fidelity's guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs * Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client's time, as well as plan for post-appointment follow-up * Growing relationships through proactive outreach, you seek to understand clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity * Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire * Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one! The Skills You Bring * You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each * Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations * You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment Our Investments in You 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! The Value You Deliver In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity's planning and guidance tools, presenting and implementing solutions that best meet the client's needs, you will have a lasting impact on the client's financial future. Please note this role requires in-person attendance in the assigned Branch location. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Sales 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. 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.

Do you have a passion for Software Testing and Automation? As a Software Engineer in Test, you blend extensive technical experience in test automation with business domain knowledge and data analysis. In an agile structure, you will partner with Squad Leads to implement test automation and execute manual testing to increase efficiencies in testing and support the squad in building highly stable applications that meet business needs. The Team In FFIO Test Engineering Chapter, we work in partnership with squad leaders and squad members that align to FFIO Tribes to promote testing practices, implement test automation, and execute testing in support of technology-based initiatives. The Role In this role, you will be working with a team of technologists passionate about promoting testing practices, implementing test automation, and executing testing with development and business partners! * Developing and maintaining automated suites of tests to assess product quality and release readiness * Conduct manual testing * Train squads on test management * Collaborate with the team on improving test coverage and overall application health The Expertise You Have * 3+ years of software product experience working on commercially available software * 2+ years of relevant technical experience and experience in test automation * Experience in Agile / Scrum methodology * Testing Process and automation experience * Financial services and agile experience preferred * Bachelor's degree or greater is required The Skills You Bring * Hands on experience with crafting and maintaining testing frameworks like Junit, Cucumber, Fitnesse * Intermediate Java skills * Good understanding of web services testing * SQL skills is a must * Data analysis and technical troubleshooting The Value You Bring * Create efficiencies in testing that increase agility and time to deliver business value * Drive a strong quality practice and influence the Squad to focus on quality in each sprint * Continuously focus on improving stability and resiliency of critical business processes and applications Certifications: Category: Information Technology 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. 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.

Advance your career and our mission At Vanguard, serving people is at the heart of our core purpose to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. That starts with you. As a Sales Consultant, you'll be an advocate for our retail investors and the voice of our organization. You'll provide an exceptional sales experience and support investors who have chosen or are considering investing with Vanguard. Our “crew,” as we call our employees, live the mission of doing the right thing for our investors every day. This is your opportunity to be part of that community. In this role, you will: Connect with retail clients and prospects through an inbound phone channel, engage in a meaningful conversation to understand their needs, and position the Vanguard products and services that they can use to meet their goals and objectives. Educate clients and prospects on Vanguard's products and services including financial planning, cash management, and funds/ETFs and position appropriate solutions based upon the uncovered client needs. Identify investors' non-Vanguard assets, conduct advanced needs analysis of clients' financial situation, and provide clients with Vanguard's value proposition to win additional business. Own the relationship during the sales process. Manage a book of clients and prospects that have not yet committed to Vanguard by engaging them through phone and digital channels to complete the sale. Make success accessible to everyone Are you passionate about serving others? Then let's step forward together to change the way the world invests. We treat our clients and crew with care and compassion. Combine those values with a growth mindset, grit, determination, and learning agility -- and you could launch a dynamic career. We'll be there to support you as you turn your ambitions into action. What it takes Undergraduate degree or equivalent combination of training and experience. Minimum of one-year related work experience. Sales experience preferred. This job requires a regulatory license and/or registration (e.g. FINRA, NASAA). The SIE, Series 7, and Series 66 are required to be obtained within department guidelines. The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date Ability to deliver an exceptional investor experience. Ability to consistently drive strong sales outcomes. Ability to manage internal relationships with key business partners to complete the sale. Experience and comfort in dealing with ambiguity and ability to apply conceptual thinking. Excellent oral and written communication skills. Strong problem-solving and time management skills. Comfort with phone and digital channels in which clients engage with Vanguard. Contact center experience preferred. Special Factors Vanguard is not offering visa sponsorship for this position. If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations. The salary range for this position is $60,000-$75,000. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

The Role As a Business Analyst Consultant within the Core Wealth Platform Product Area, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome. The role will focus on the platform health and modernization efforts of the applications and systems supporting the Fidelity Insurance Agency. You will be working to build and deliver initiatives that support our client and associate experiences. The Expertise and Skills You Bring * Bachelor's degree with 5-8 years of experience * Familiarity with life insurance products, such as annuities, a plus * Strong execution background with the ability to multi-task and prioritize for efficiency and business need. * Ability to deal with ambiguity and uncertain, with technologies you may have never worked with previously and gather the data and information to get to the root of an issue to resolve. * Ability to assess end to end process and analyze opportunities for modernization and enhancement. * Ability to lead initiatives and take accountability for overall program success. * Effectively translate business needs into technical requirements for developers and designers. * The ability to break a Jira story down into small components, understand the underlying purpose and be able to test. * Ability to identify application and system issues, enhancements and requests by researching platform specifications, conferring with subject matter experts across the Enterprise. * Ability to think strategically about the end-to-end process and how platform updates may impact the Squad and the business. * Proficiency evaluating, and making updates to, procedures and processes with an eye towards operational efficiency. * Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results. * Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met. * Conducting business acceptance and validation testing and to leading the team through various stages of the release cycle. * Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations. * Proficiency in business acceptance testing, validation exercises, and release management. * Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements. * Consistent track record of strategic planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions. The Team You will be a member of the Core Wealth Platform Product Area. Your primary focus will be supporting the scale and modernization efforts of the platform, platform health, growth, application and systems supporting the Fidelity Insurance Agency. In this role you will partner with a variety of key stakeholders including other squads withing the Platform Area, Wealth Digital Experience, FIA and Brokerage partners. Note: Fidelity will not provide immigration sponsorship for this position. Certifications: Category: Product Management 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. 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.

Designs enterprise business processes, workflows, and user interfaces. Develops data analysis concepts and associated tools such as SQL. Creates stories and epics for squad deliverables. Engages with multiple business units to adopt ID Proofing technology and helps drive processes, workflows, and engineering efforts for customer-facing account opens, maintenance, and transactional user-interfaces. Utilizes structured, disciplined, and data-oriented processes to identify root cause and solve problems across tools. Provides analysis leadership on complex systems analysis projects, often across subsystems and companies, in a matrix organization. Consults with business users to develop recommendations that address difficult and complex business needs and opportunities. Primary Responsibilities: * Conducts interviews with business users to gather requirements and analyzes technology needs and system and workflow challenges. * Develops recommendations that address difficult and complex business needs and opportunities. * Establishes full project life cycle plans for complex systems analysis projects and defines project scope. * Leads the execution of documents on large and complex projects and monitors the quality and progress of documents created by other analysts. * Designs new systems based on requirements. * Leads and participates in the definition of test strategies, and coordinates user acceptance testing efforts. * Communicates progress of multiple projects to management, engages stakeholders on a regular basis, and manages expectations of internal and external stakeholders. * Serves as industry subject matter expert and identifies other subject matter experts who are the sources of requirements for large and complex projects. * Works with other teams to evolve standards and best practices for systems analysis processes. * Participates in incident/crisis management to assess business impact, determine/facilitate any workarounds, in concert with the production support organization. * Advises on risk assessment and risk management strategies. * Coaches and mentor junior product analysts and developers on systems analysis techniques and business workflows. Education and Experience: Bachelor's degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and five (5) years of experience as a Principal Systems Analyst (or closely related occupation) providing technical support, onboarding, and developing lifecycle plans for Cloud and microservice applications and Web services throughout the Software Development Lifecycle (SDLC) in a financial services environment. Or, alternatively, Master's degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and three (3) years of experience as a Principal Systems Analyst (or closely related occupation) providing technical support, onboarding, and developing lifecycle plans for Cloud and microservice applications and Web services throughout the Software Development Lifecycle (SDLC) in a financial services environment. Skills and Knowledge: Candidate must also possess: * Demonstrated Expertise ("DE") coordinating projects with a focus on Microservices architecture, monitoring logs, and performing end-to-end testing, using REST APIs, SQL databases, Snowflake, and AWS. * DE creating comprehensive flowcharts and diagrams to clarify processes using Microsoft Visio and Draw.io; and sending release communications and coordinating stakeholders for validations during installs using Postman, Datadog, vendor dashboards, Snowflake, and SQL. * DE implementing Secure File Transfer Protocol (SFTP) process (adhering to data security standards) for bulk analysis file transfers using AWS S3 buckets, MFT Axway, SFTP, and SSH encryption. * DE creating access file feeds, designing access controls, coordinating user access permissions, and conducting training sessions to facilitate smooth product adoption and effective usage using Excel, Confluence, PowerBI, IntelliJ, and Github; and assisting the correct mapping of schemas using Snowflake, Microsoft SQL, REST API, and SOAP UI. #PE1M2 #LI-DNI Certifications: Category: Information Technology 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. 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.

. Are you a driven and innovative technologist eager to make a lasting impact? The Fidelity Architecture Center of Excellence aligns our technology community around a unified enterprise blueprint, establishing standards and policies that guide strategic decisions. Our team supports Fidelity's technology portfolio through architectural enablement, program management, and strategic communication. Your work will have company-wide visibility, reaching architects, engineers, and senior leadership-amplifying your influence across the organization. We believe empowered, self-motivated teams achieve outstanding results. We are passionate about open-source contributions, sharing expertise with the engineering community, and embracing continuous learning-supported by a dedicated learning day each week. The Expertise We're Looking For We seek a strong technical leader with experience in agile software delivery, CI/CD practices, and modern source control tools. You'll guide and mentor global teams, fostering engineering excellence across enterprise applications. Your role includes driving technical discussions, reviewing complex code, and ensuring consistency across products. Key capabilities include: * Full Stack development expertise, with Java and at least one other language * Front-end development using Angular or similar frameworks * Cloud experience with AWS or Azure * Database knowledge: PostgreSQL and Snowflake * Familiarity with automation and quality tools such as SonarQube, Jenkins, or GitHub Actions Bonus Skills * Knowledge of software architecture, patterns, and standards * Experience with AI-powered DevAssist tools like GitHub Copilot or Gemini Q Company Overview At 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 associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com. The base salary range for this position is $107,000-216,000 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 benefits 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. Certifications: Category: Information Technology