Manager, Crypto Fraud Response and Recovery
Remote or Westlake, TX job
Are you passionate about investigating fraud, identifying root causes, and presenting findings and recommendations? If so, you might be the right candidate for the Manager, Fraud Response and Recovery position within Fidelity's Fraud Risk and Control team.
The Role
Fidelity's Fraud Risk and Control (FRC) team is seeking a motivated Manager to join our team in our fight against fraud actors. The Manager, Fraud Response and Recovery will participate in daily operations involving the creation of enhanced detection, prevention, and technical investigations of fraud events involving our clients This position will have an enhanced focus on Fidelity's Digital Assets (FDAS) business and crypto-related transactions. The Fraud Response and Recovery team contributes to these operations through their management on incident response, intelligence gathering, and root cause analysis.
The Team
The Fraud Risk and Control team, within Enterprise Cyber Security, is responsible for preventing, detecting, responding to, and investigating fraud incidents across the entire Fidelity enterprise. When fraud occurs, FRC's Fraud Response Team takes all vital actions required to analyze and escalate fraud trends and patterns, identify opportunities for preventing and detecting fraud, and build cases to present to law enforcement and prosecutive agencies.
The Value You Deliver
In this role, your focus will be on supporting response to major fraud events and trends. Your responsibilities include:
Triage fraud events and perform root cause analysis.
Conduct in-depth investigations of suspicious financial activity.
Provide expertise reviewing crypto transactions and blockchain analysis for known fraud incidents.
Gather and analyze evidence of fraudulent activity and other relevant information and data
Create and maintain case files of fraudulent activity.
Collaborate with analytics, legal, compliance, and external regulatory and law enforcement agencies.
Communicate fraud-related findings and recommendations to stakeholders.
Assist in recovering losses due to fraud, including conducting collections and monitoring recovery processes.
The Expertise and Skills You Bring
Bachelor's degree and 4+ years' experience in the financial services industry
2+ years of risk related experience.
Experience in crypto trading and/or block chain analysis.
Experience in researching financial transactions and customer activities.
Strong analytical skills to analyze data and identify patterns.
Problem solving skills to identify and resolve complex problems.
Possess the ability to multi-task across a variety of responsibilities in a constantly evolving environment.
Ability to perform correlation and analysis from disparate internal systems to identify potentially fraudulent events.
Strong focus on execution and identifying, communicating, and removing impediments to progress.
You are highly energetic and enterprising, thriving in a fast-paced and constantly evolving team environment.
Willingness to expand your expertise continually learning new skills.
Note: Fidelity is not providing immigration sponsorship for this position
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
Certifications:Category:Risk
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.
Manager, Crypto Fraud Response and Recovery
Remote or Covington, KY job
Are you passionate about investigating fraud, identifying root causes, and presenting findings and recommendations? If so, you might be the right candidate for the Manager, Fraud Response and Recovery position within Fidelity's Fraud Risk and Control team.
The Role
Fidelity's Fraud Risk and Control (FRC) team is seeking a motivated Manager to join our team in our fight against fraud actors. The Manager, Fraud Response and Recovery will participate in daily operations involving the creation of enhanced detection, prevention, and technical investigations of fraud events involving our clients This position will have an enhanced focus on Fidelity's Digital Assets (FDAS) business and crypto-related transactions. The Fraud Response and Recovery team contributes to these operations through their management on incident response, intelligence gathering, and root cause analysis.
The Team
The Fraud Risk and Control team, within Enterprise Cyber Security, is responsible for preventing, detecting, responding to, and investigating fraud incidents across the entire Fidelity enterprise. When fraud occurs, FRC's Fraud Response Team takes all vital actions required to analyze and escalate fraud trends and patterns, identify opportunities for preventing and detecting fraud, and build cases to present to law enforcement and prosecutive agencies.
The Value You Deliver
In this role, your focus will be on supporting response to major fraud events and trends. Your responsibilities include:
Triage fraud events and perform root cause analysis.
Conduct in-depth investigations of suspicious financial activity.
Provide expertise reviewing crypto transactions and blockchain analysis for known fraud incidents.
Gather and analyze evidence of fraudulent activity and other relevant information and data
Create and maintain case files of fraudulent activity.
Collaborate with analytics, legal, compliance, and external regulatory and law enforcement agencies.
Communicate fraud-related findings and recommendations to stakeholders.
Assist in recovering losses due to fraud, including conducting collections and monitoring recovery processes.
The Expertise and Skills You Bring
Bachelor's degree and 4+ years' experience in the financial services industry
2+ years of risk related experience.
Experience in crypto trading and/or block chain analysis.
Experience in researching financial transactions and customer activities.
Strong analytical skills to analyze data and identify patterns.
Problem solving skills to identify and resolve complex problems.
Possess the ability to multi-task across a variety of responsibilities in a constantly evolving environment.
Ability to perform correlation and analysis from disparate internal systems to identify potentially fraudulent events.
Strong focus on execution and identifying, communicating, and removing impediments to progress.
You are highly energetic and enterprising, thriving in a fast-paced and constantly evolving team environment.
Willingness to expand your expertise continually learning new skills.
Note: Fidelity is not providing immigration sponsorship for this position
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
Certifications:Category:Risk
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.
Customer Support Representative - Omaha / Lincoln, NE area ONLY
Remote or Council Bluffs, IA job
Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.
The Skills You Bring
Ability to establish rapport and relationships through effective communication
Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
Proficiency in navigating and troubleshooting basic technology issues or systems.
Handle a variety of situations and conversations driving towards a resolution suitable for all
Self-motivated teammate with strong social skills who brings energy and passion to the team
Minimum 1 year of customer service experience
High School diploma or GED required
The Value You Deliver
A passion for helping people
Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
Provide outstanding customer service and communication via voice or digital channels
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday - Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods
Certifications:Category:Customer Service
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.
Entry Level Customer Service - Omaha / Lincoln, NE area ONLY
Remote or Kennard, NE job
Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.
The Skills You Bring
Ability to establish rapport and relationships through effective communication
Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
Proficiency in navigating and troubleshooting basic technology issues or systems.
Handle a variety of situations and conversations driving towards a resolution suitable for all
Self-motivated teammate with strong social skills who brings energy and passion to the team
Minimum 1 year of customer service experience
High School diploma or GED required
The Value You Deliver
A passion for helping people
Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
Provide outstanding customer service and communication via voice or digital channels
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday - Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods
Certifications:Category:Customer Service
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.
Aircraft Maintenance Instructor (Dassault)
Remote or Dallas, TX job
About This Role
At CAE, we are all for teaching the next generation.
CAE, the worldwide leader in aviation training is seeking an Aircraft Maintenance Instructor with experience working on Dassault business aircraft platforms.
If you are experienced in servicing Dassault business aircraft systems and are interested in teaching the next generation how to maintain and ensure aircraft safety, this role could be for you!
Passionate about your field? Looking for a work environment where you can innovate, reach greater heights, and collaborate with experts from a wide range of sectors? Want to join a world‑class company and industry leader and be proud to contribute to our projects and mission? Come share your passion with us!
At CAE, our teams are dedicated to recreating the most realistic training environment possible for aircraft technicians. The synthetic virtual world plays a crucial part in achieving this. That's why we need your expertise and passion to complete our team!
The role we are offering you:
CAE offers a comprehensive training program to help transform your knowledge and skills as an experienced technician into a world-class instructor and subject matter expert ready to lead customers through their training.
Essential Duties and Responsibilities:
Instruct customers in both a classroom type setting and/or in person “hands-on” an aircraft or using simulation tools
Administer theoretical training examinations and/or practical assessments as applicable
Maintain up to date and accurate customer training records for all training conducted
Act in the capacity of Subject Matter Expert (SME) during development and/or upkeep of current and accurate instructor materials as well as client training materials and/or during the development of new training courses and/or modules
Prepare training site/environment for training sessions in advance of training commencement
Maintain up to date currency in subject knowledge and assure minimum update training is accomplished
Our ideal candidate has:
Minimum 5 years aircraft maintenance experience.
3 years direct hands-on maintenance experience on Dassault business aircraft or equivalent (Falcon 6X, Falcon 7 or 8X, Falcon 2000Easy, Falcon 900 Easy, Gulfstream 650 or 600 or 550, BBD Global 7500 or Global 6000).
An FAA A&P, Transport Canada AME, EASA, or equivalent license.
Excellent oral and written communication skills in English.
Experience as an instructor in the aviation industry is an asset but not required.
A working knowledge in basic computer software programs and internet applications.
A customer focused attitude and a passion to share what you have learned in your own personal experience.
The ability to work both autonomously and as a part of a diverse global team.
Ability to travel globally up to 50% .
CAE offers:
A hybrid work from home schedule.
Flexible vacation policy and schedule
Paid holidays (including paid time off each year between December 25-January 1).
Competitive base salary and benefits package including medical, dental, and vision coverage.
Flexible work schedule when not instructing.
Defined Retirement Plan.
Employee and Family Assistance Programs.
What to expect:
CAE offers a comprehensive training program to help transform your knowledge and skills as a pilot into a world-class Instructor and subject matter expert ready to lead clients through their training.
The ideal candidate should also possess:
A “true” professional character with the ability to create a welcoming and successful learning environment
The proven ability to communicate effectively across multiple levels, both spoken and written
Commitment to the customer - providing continuous “red carpet” customer service
The capability to tailor training sessions to the needs of a diverse customer base
A keen eye for detail - must be able and willing to maintain accurate and timely records in accordance with CAE policy and FAA requirements
Who is CAE??
CAE is a global leader in modelling, simulation and training for civil aviation. CAE is the largest network of civil training location with more than 210 full-flight simulators in 50+ training locations worldwide. CAE serves worldwide airlines, aircraft operators and manufacturers across the globe. Our vision is to be the recognized global training partner of choice to enhance safety, efficiency and readiness.
Equal Opportunity
CAE is an Equal Opportunity Employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.
Accessibility
CAE is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please e-mail **************************. We will make a determination on your request for reasonable accommodation on a case-by-case basis.
E-Verify
As a Federal Contractor, CAE is required to participate in the E-Verify Program to confirm eligibility to work in the United States. If you'd like more information about your EEO rights as an applicant under the law, please click here for the EEO is the Law Poster: ****************************************************************************************************
#LI-RA1
Position Type
Regular
CAE thanks all applicants for their interest. However, only those whose background and experience match the requirements of the role will be contacted.
Equal Opportunity Employer
CAE is an equal opportunity employer committed to providing equal employment opportunities to all applicants and employees without regard to race, color, national origin, age, religion, sex, disability status, protected veteran status, or any other characteristic protected by federal, state or local laws. At CAE, everyone is welcome to contribute to our success. Applicants needing reasonable accommodations should contact their recruiter at any point in the recruitment process. If you need assistance to submit your application because of incompatible assistive technology or a disability, please contact us a
t
****************************
.
Auto-ApplySr. Commercial Process Excellence Engineer (Remote)
Remote or Saint Petersburg, FL job
The **Senior Commercial Process Engineer** is a strategic problem-solver and continuous improvement leader focused on optimizing Omnicell's end-to-end commercial customer journey. This role combines industrial engineering discipline, Lean Six Sigma mastery, and business acumen to identify root causes of friction, redesign workflows, and create scalable future-state models that enhance customer and employee experience.
As a trusted advisor across the commercial organization, the Senior Engineer bridges strategy and execution, turning vision into measurable operational improvement.
This position is a remote position with a preference for candidates located near: Austin, TX, St. Petersburg, FL, or Pittsburgh, PA.
**Responsibilities**
+ Lead complex process discovery and redesign initiatives across the customer journey, from pre-sale through renewal.
+ Conduct value stream mapping, data analysis, and scenario modeling to identify improvement opportunities.
+ Design future-state architectures that balance efficiency, compliance, and customer experience.
+ Partner with stakeholders to prioritize initiatives, define success metrics, and measure impact over time.
+ Serve as an internal Lean Six Sigma Black Belt, coaching teams through structured problem-solving (DMAIC, Kaizen, etc.).
+ Translate findings into actionable playbooks and executive presentations to inform decision-making.
+ Act as a change to champion-building alignment, facilitating workshops, and helping teams adopt new ways of working.
**Required Knowledge and Skills**
+ Lean Six Sigma Black Belt (or equivalent certification and experience).
+ Strong analytical and visualization skills (e.g., Power BI, Minitab, Visio, Lucidchart, Excel, etc.).
+ Exceptional communication, facilitation, and stakeholder management skills.
**Basic Qualifications**
+ Bachelor's degree in Industrial Engineering, Business, Operations Management, or related discipline.
+ 7-10 years of experience in process improvement, operational excellence, or business transformation roles.
**Preferred Knowledge and Skills**
+ Experience in a B2B healthcare technology or life sciences company.
+ Familiarity with Salesforce, Conga, Gainsight, or similar commercial systems.
+ Exposure to design thinking or customer journey mapping methodologies.
**Work Conditions**
+ Remote position
All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, or on the basis of disability.
Systems Engineer
Dublin, OH job
The IT System Engineer scope includes implementation, support & documentation to effectively maintain computer systems, business applications & network functionality. This role serves as a higher-level escalation point for the HBD help desk and other vendors for HBD-specific configuration and/or applications. The position is also expected to participate in future planning of upgrades to infrastructure components.
Roles & Responsibilities
Provide advanced technical support on computers systems and business application configuration & installation.
Perform tech refresh planning for internally owned IT infrastructure including user computer systems, networks within all HBD locations, etc.
Assistance in all aspects of department equipment utilization to maintain current operating procedures is required.
Must be able to communicate well both orally and written with all levels of HBD personnel.
Assist in training of all systems users. within the Bellefontaine plant and the HBD/Thermoid, Inc. Corporate Headquarters.
Provide escalation level support.
Maintain and supervise the computer inventory.
Monitoring and managing all installed systems and infrastructure.
Qualifications
Bachelor's Degree in IT, MIS or similar field is required.
Proficient in Network Administration including Routing, Switching, and VLANs.
Proficiency in Firewall Administration including Policy, Security, and VPN configuration.
Skills in maintenance of Active Directory both local and Azure.
Proficiency in DNS to support both local & external DNS configurations for hosted Websites
5+ years networking knowledge (OSI network layers, TCP/IP). Understanding of Network concepts both LAN and WAN, and data transmission.
3+ years Cloud experience, preferably in Azure. Understanding of the Microsoft Azure environment and its uses.
Knowledge, Skills & Capabilities
Experience with Fortinet both Wired and Wireless, hardware/software
Experience with Fortinet FortiGate Firewall configuration, maintenance, and support
Experience with virtualization and managing cloud-based containers.
Favorable but not required certifications: Network+, CCNA.
HBD Industries is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
HBD NOTICE OF COLLECTION - CALIFORNIA - December 2022
Please click on this link to view the notice.
Auto-ApplyEntry Level Customer Service - Omaha / Lincoln, NE area ONLY
Remote or Arlington, NE job
Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.
The Skills You Bring
Ability to establish rapport and relationships through effective communication
Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
Proficiency in navigating and troubleshooting basic technology issues or systems.
Handle a variety of situations and conversations driving towards a resolution suitable for all
Self-motivated teammate with strong social skills who brings energy and passion to the team
Minimum 1 year of customer service experience
High School diploma or GED required
The Value You Deliver
A passion for helping people
Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
Provide outstanding customer service and communication via voice or digital channels
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday - Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods
Certifications:Category:Customer Service
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.
Financial Services Representative - Brea, CA
Remote or Brea, CA job
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 & 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.
* 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.
* 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.
* 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.
Advantages of our career development experience…
* 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.
* 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.
* 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.
* 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.
The expertise we're looking for…
* High energy and enthusiasm with a natural passion for helping people
* Flexibility and self-motivation
* Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
The Skills You Bring
* Eagerness to learn and build a career in financial services
* Ability to deliver an outstanding customer experience
* Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
* Coachability, collaboration and curiosity will fuel your success
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 - FINRA
The base salary range for this position is $45,000 - $70,000 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.
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.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Customer Service
Senior Accountant
Remote or Smithfield, RI job
Senior Accountant, Brokerage Accounting & Controllership
The Role
The Senior Accountant on the Brokerage Accounting & Controllership Team is a key member of the team responsible for accounting and financial reportingactivities of the Fidelity Wealth and Brokerage organizations. The organizations' goal is to help customers invest towards their financial goals, develop a comprehensive plan for retirement and feel protected in times of need.
You will work closely with finance and other members of the business to process accounting transactions, streamline accounting processes and improve controls and develop improved reporting of business and legal entity results. Your month-end close activities will include preparation and creation of journal entries, account reconciliations and communicating financial statement results to management. In addition, you will prepare quarterly regulatory filings and annual financial statements.
The Expertise and Skills You Bring
Bachelor's Degree in Accounting, CPA and/or master's degree in Accounting preferred
Experience in or interest in Crypto.
3-5 years of experience in accounting; experience in banking, brokerage or financial services accounting preferred
Demonstrates solid understanding of financial accounting principles and internal controls; and can apply concepts to business events and transactions
Audit background or experience working with auditors and preparing financial statements
Ability to work both independently and in a team environment
Hands on work style - “can do” demeanor with a strong desire to make things happen
Great teammate who takes initiative and works constructively to achieve team goals
Excellent written and verbal communication skills
Ability to perform major account/cost analysis and identify/interpret trends in financial statement line items
Ability to create and maintain strong, constructive relationships with business partners
Ability to identify process improvements and recommend changes to policies and procedures
Passionate about details while maintaining a broad view of business objectives
Keen knowledge of financial systems and applications and multi-dimensional reporting tools
Ability to work on multiple projects concurrently and meet tight deadlines at each month end and quarter end
Working closely with various business partners to ensure the financial results are accounted for accurately and properly
Ensuring processes and controls are appropriate and well documented
Preparing insightful analysis and compiling accurate information to respond to questions from management, auditors, regulators and business partner
Responsible for the preparation of the annual financial statements and coordinating interim/annual audits with the external auditors and regulators
Enhancing reporting packages and current processes to create efficiencies where possible
Participating in the development and completion of special projects as assigned
Note: Fidelity is not providing immigration sponsorship for this position The Team
As part of Fidelity's Corporate Accounting team, we play a key role for the company, protecting the firm's assets through our work in financial accounting, internal controls, financial transactions and legal entity reporting.
Our greatest asset is our people and we are focused on a culture of learning and mobility.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
Certifications:Category:Accounting
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.
Entry Level Customer Service - Omaha / Lincoln, NE area ONLY
Remote or Manley, NE job
Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.
The Skills You Bring
Ability to establish rapport and relationships through effective communication
Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
Proficiency in navigating and troubleshooting basic technology issues or systems.
Handle a variety of situations and conversations driving towards a resolution suitable for all
Self-motivated teammate with strong social skills who brings energy and passion to the team
Minimum 1 year of customer service experience
High School diploma or GED required
The Value You Deliver
A passion for helping people
Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
Provide outstanding customer service and communication via voice or digital channels
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday - Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods
Certifications:Category:Customer Service
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.
Principal Systems Analyst
Remote or Merrimack, NH job
The Role Join Fidelity Investments as a Principal Systems Analyst and be part of an ambitious team dedicated to revolutionizing our digital platform! This opportunity allows you to drive the transformation of our Brokerage Operations Workstation into an innovative, user-friendly digital experience. As a Principal Systems Analyst on the team, you will be expected to quickly gain understanding of all the components of our applications and will work with the team to deliver best in class customer experience solutions.
Ideal candidates are strategic problem solvers with a passion for user-centric design and demonstrated analytical abilities. Your role will be critical in improving operational efficiency and decision-making through modern, coordinated solutions.
The Expertise and Skills You Bring
* Strong understanding of financial or brokerage industry
* Ability to design systems that support Brokerage Operations processing
* Mapping and improving workflows in trading, settlement, straight-through processing (STP) and reconciliations
* Familiarity with trade lifecycle, clearing and custodian systems
* Awareness of regulations, compliance workflows and audit trails
* Programming Languages: Proficiency in SQL, Python or Scripting
* Advanced Data Analytics: Ability to interpret large datasets and extract insights
* Business Process Modeling: Skills in analyzing and improving workflow
* Systems Integration: Understanding in APIs/Swagger Contracts
Key responsibilities for this role:
* Lead in-depth analysis of Swagger contracts and API specifications to ensure alignment with strategic business objectives, identifying integration opportunities and documentation gaps across platforms.
* Partner with cross-functional teams including product leadership, UX design, engineering, and business stakeholders to define and refine user and business requirements for digital transformation initiatives.
* Conduct advanced workflow and process analysis, identifying inefficiencies and opportunities for automation and modernization, particularly in legacy systems such as mainframe environments.
* Translate business logic and legacy data structures into future-state digital experience requirements, ensuring scalability, usability, and automation readiness.
* Drive the development of high-quality solution requirements, user stories, and functional specifications for complex software systems, ensuring traceability to business goals.
* Provide strategic insights through data analysis, leveraging SQL and relational database expertise to inform decision-making and measure modernization impact.
* Mentor junior analysts and contribute to the development of analytical standards and best practice across the team.
* Collaborate with architecture and engineering teams to ensure API and integration strategies align with enterprise architecture and security standards.
The Expertise and Skills You Bring
* Bachelor's degree with 10+ years of experience as a systems analyst, business analyst, or similar role in a digital or operational transformation environment.
* Ability to translate technical requirements and operational processes into intuitive, actionable product requirements; Proven understanding of operations workflows and processes, preferably in financial services or other regulated industries.
* Experience working on projects related to legacy system modernization (e.g., mainframe to cloud, UI/UX redesign, data integration)
* Effective communicator with customer engagement and storytelling skills; Conveys digital strategy and impact using data and visualizations.
* Demonstrated experience informing product strategy and delivery, including opportunity identification, solution design, and working with technology teams for delivery.
* Experienced in agile development methodologies and collaborating with multifaceted product teams, engineering teams, and business collaborators; Proficient with tools such as JIRA, JIRA Align, Confluence, Miro, Figma, Tableau, or other analytics and product planning tools.
The Team
Our mission is to reduce manual processes and risk while improving efficiency and flexibility across the organization.
We design world-class digital experiences at scale by:
* Applying deep research and industry insights
* Crafting product strategy in alignment with business goals
* Driving implementation across associate and client-facing platforms
Our team supports Fidelity's growth by enabling straight-through processes and improving the digital operating model.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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.
Business Analyst Consultant
Remote or Merrimack, NH job
The Role As a Business Analyst Consultant within the Core Wealth Platform Product Area, you will support multiple platform team initiatives aimed at growing our core business and scaling our technology platforms. You are a detail-oriented analyst, who enjoys technology and innovation, with a natural curiosity and a passion for problem solving. You seek opportunity for hands-on delivery work, and value collaborative partnerships, commitment to team and Owning the Outcome.
The role will focus on the development and implementation of Investment Exposure and Risk Analytics to help our Brokerage, Wealth, and Workplace customers reach their financial goals. This is part of a larger strategic initiative to build an Insights platform of the future, with flexibility and scale to meet our growing consumers' needs. This position combines big-picture vision with practical execution, making it an exciting opportunity for candidates passionate about innovation and financial planning thru digital financial technology.
Responsibilities include:
* Conducting thorough analysis of customer needs, business processes, and technical capabilities to create and prioritize solutions.
* Collaborating closely with partners to drive capture requirements, documentation and informing the path and implementation plan.
* Working closely with systems analysts researching data, accessing APIs.
* Participating in development cycles, balancing pace over perfection.
The Expertise and Skills You Bring
* Bachelor's degree with 8+ years of experience or master's degree with 6+ years.
* Experience within the Financial Services industry, specifically investment performance and analytics preferred
* Growth mindset and willingness to learn and adapt.
* Desire to work collaboratively in an cross functional team.
* Strong execution background with the ability to multi-task and prioritize for efficiency and business need.
* Proven ability to write business requirements, identify use cases with attention to detail.
* You have demonstrated strong verbal and written communication skills and bring an intellectually curious approach day in and day out
* Ability to collaboratively build and present a compelling story based on data and analysis
* Data/API query a plus (JSON editor, BRUNO, SQL/SQL Dev.
The Team
You will be a member of the Investment Exposure and Risk Analytics & Insights team that is part of the Core Wealth Platform Product Area. Your primary focus will be developing and supporting investment insights and analytics for our Wealth, Brokerage and Workplace customers. In this role you will partner with a variety of key stakeholders including other teams within the Product Area, Wealth Solutions, Brokerage, Workplace and Wealth Technology partners. You will learn best in class delivery process to drive scale and operational efficiency.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.
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.
Entry Level Customer Service - Omaha / Lincoln, NE area ONLY
Remote or Springfield, NE job
Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.
The Skills You Bring
Ability to establish rapport and relationships through effective communication
Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
Proficiency in navigating and troubleshooting basic technology issues or systems.
Handle a variety of situations and conversations driving towards a resolution suitable for all
Self-motivated teammate with strong social skills who brings energy and passion to the team
Minimum 1 year of customer service experience
High School diploma or GED required
The Value You Deliver
A passion for helping people
Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
Provide outstanding customer service and communication via voice or digital channels
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday - Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods
Certifications:Category:Customer Service
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.
Manager, Crypto Fraud Response and Recovery
Remote or Merrimack, NH job
Are you passionate about investigating fraud, identifying root causes, and presenting findings and recommendations? If so, you might be the right candidate for the Manager, Fraud Response and Recovery position within Fidelity's Fraud Risk and Control team.
The Role
Fidelity's Fraud Risk and Control (FRC) team is seeking a motivated Manager to join our team in our fight against fraud actors. The Manager, Fraud Response and Recovery will participate in daily operations involving the creation of enhanced detection, prevention, and technical investigations of fraud events involving our clients This position will have an enhanced focus on Fidelity's Digital Assets (FDAS) business and crypto-related transactions. The Fraud Response and Recovery team contributes to these operations through their management on incident response, intelligence gathering, and root cause analysis.
The Team
The Fraud Risk and Control team, within Enterprise Cyber Security, is responsible for preventing, detecting, responding to, and investigating fraud incidents across the entire Fidelity enterprise. When fraud occurs, FRC's Fraud Response Team takes all vital actions required to analyze and escalate fraud trends and patterns, identify opportunities for preventing and detecting fraud, and build cases to present to law enforcement and prosecutive agencies.
The Value You Deliver
In this role, your focus will be on supporting response to major fraud events and trends. Your responsibilities include:
Triage fraud events and perform root cause analysis.
Conduct in-depth investigations of suspicious financial activity.
Provide expertise reviewing crypto transactions and blockchain analysis for known fraud incidents.
Gather and analyze evidence of fraudulent activity and other relevant information and data
Create and maintain case files of fraudulent activity.
Collaborate with analytics, legal, compliance, and external regulatory and law enforcement agencies.
Communicate fraud-related findings and recommendations to stakeholders.
Assist in recovering losses due to fraud, including conducting collections and monitoring recovery processes.
The Expertise and Skills You Bring
Bachelor's degree and 4+ years' experience in the financial services industry
2+ years of risk related experience.
Experience in crypto trading and/or block chain analysis.
Experience in researching financial transactions and customer activities.
Strong analytical skills to analyze data and identify patterns.
Problem solving skills to identify and resolve complex problems.
Possess the ability to multi-task across a variety of responsibilities in a constantly evolving environment.
Ability to perform correlation and analysis from disparate internal systems to identify potentially fraudulent events.
Strong focus on execution and identifying, communicating, and removing impediments to progress.
You are highly energetic and enterprising, thriving in a fast-paced and constantly evolving team environment.
Willingness to expand your expertise continually learning new skills.
Note: Fidelity is not providing immigration sponsorship for this position
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
Certifications:Category:Risk
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.
Sr. Commercial Process Excellence Engineer (Remote)
Remote or Saint Petersburg, FL job
The Senior Commercial Process Engineer is a strategic problem-solver and continuous improvement leader focused on optimizing Omnicell's end-to-end commercial customer journey.
This role combines industrial engineering discipline, Lean Six Sigma mastery, and business acumen to identify root causes of friction, redesign workflows, and create scalable future-state models that enhance customer and employee experience.
As a trusted advisor across the commercial organization, the Senior Engineer bridges strategy and execution, turning vision into measurable operational improvement.
This position is a remote position with a preference for candidates located near: Austin, TX, St. Petersburg, FL, or Pittsburgh, PA.
Responsibilities
Lead complex process discovery and redesign initiatives across the customer journey, from pre-sale through renewal.
Conduct value stream mapping, data analysis, and scenario modeling to identify improvement opportunities.
Design future-state architectures that balance efficiency, compliance, and customer experience.
Partner with stakeholders to prioritize initiatives, define success metrics, and measure impact over time.
Serve as an internal Lean Six Sigma Black Belt, coaching teams through structured problem-solving (DMAIC, Kaizen, etc.).
Translate findings into actionable playbooks and executive presentations to inform decision-making.
Act as a change to champion-building alignment, facilitating workshops, and helping teams adopt new ways of working.
Required Knowledge and Skills
Lean Six Sigma Black Belt (or equivalent certification and experience).
Strong analytical and visualization skills (e.g., Power BI, Minitab, Visio, Lucidchart, Excel, etc.).
Exceptional communication, facilitation, and stakeholder management skills.
Basic Qualifications
Bachelor's degree in Industrial Engineering, Business, Operations Management, or related discipline.
7-10 years of experience in process improvement, operational excellence, or business transformation roles.
Preferred Knowledge and Skills
Experience in a B2B healthcare technology or life sciences company.
Familiarity with Salesforce, Conga, Gainsight, or similar commercial systems.
Exposure to design thinking or customer journey mapping methodologies.
Work Conditions
Remote position
Auto-ApplyEntry Level Customer Service - Omaha / Lincoln, NE area ONLY
Remote or Fort Calhoun, NE job
Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.
The Skills You Bring
Ability to establish rapport and relationships through effective communication
Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
Proficiency in navigating and troubleshooting basic technology issues or systems.
Handle a variety of situations and conversations driving towards a resolution suitable for all
Self-motivated teammate with strong social skills who brings energy and passion to the team
Minimum 1 year of customer service experience
High School diploma or GED required
The Value You Deliver
A passion for helping people
Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
Provide outstanding customer service and communication via voice or digital channels
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday - Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods
Certifications:Category:Customer Service
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.
Financial Services Representative - Burlingame, CA
Remote or Burlingame, CA job
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 & 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.
* 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.
* 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.
* 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.
Advantages of our career development experience…
* 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.
* 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.
* 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.
* 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.
The expertise we're looking for…
* High energy and enthusiasm with a natural passion for helping people
* Flexibility and self-motivation
* Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
The Skills You Bring
* Eagerness to learn and build a career in financial services
* Ability to deliver an outstanding customer experience
* Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
* Coachability, collaboration and curiosity will fuel your success
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 - FINRA
The base salary range for this position is $45,000 - $70,000 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.
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.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Customer Service
Entry Level Customer Service - Omaha / Lincoln, NE area ONLY
Remote or Yutan, NE job
Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.
The Skills You Bring
Ability to establish rapport and relationships through effective communication
Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
Proficiency in navigating and troubleshooting basic technology issues or systems.
Handle a variety of situations and conversations driving towards a resolution suitable for all
Self-motivated teammate with strong social skills who brings energy and passion to the team
Minimum 1 year of customer service experience
High School diploma or GED required
The Value You Deliver
A passion for helping people
Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
Provide outstanding customer service and communication via voice or digital channels
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday - Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods
Certifications:Category:Customer Service
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.
Principal Systems Analyst
Remote or Merrimack, NH job
The Role Do you want to make a difference in our customers' lives and work with a highly collaborative, cross-functional team committed to improving the value of our service offerings across Fidelity's Institutional Wealth Management Services? We are looking for a Principal Systems Analyst who will drive the end user experience with your technical competence, initiative, and brokerage knowledge to support our account management effort for Institutional Clearing and Custody Clients.
The focus of this position will entail driving the technical analysis and support of our IWMS account management systems. You will be expected to support extensive gap analysis, research dataflows from user facing UIs through to backend systems and possess excellent written and oral communication skills. You will work closely with the Squad Lead and a team to craft, build, test, and deliver the features that make up IWMS Digital Account Management experiences.
The Expertise You Have
* Bachelor's Degree or equivalent experience required; advanced degree or equivalent experience in Finance, Computer Science, Management Information Systems, or related field preferred
* Extensive experience as a Systems Analyst or equivalent role, with a strong record of delivering enterprise-scale solutions
* Deep brokerage industry knowledge, with expertise in account management, clearing, and custody operations
* Proven ability to lead complex system analysis efforts, including end-to-end data flow mapping and integration design
* Advanced proficiency in SQL and relational database querying
* Strong experience with REST, SOAP, JSON, Splunk, and API ecosystems
* Demonstrated ability to influence architectural decisions and align technical solutions with strategic business goals
* Expertise in Agile methodologies and experience guiding cross-functional teams in a product-centric environment
The Skills You Bring
* Strategic approach with the ability to connect technical analysis to business outcomes
* Outstanding communication and collaborator engagement skills, with the ability to influence across all levels of the organization
* Leadership in mentoring and guiding junior analysts and team members
* Ability to drive clarity in complex or ambiguous problem spaces
* Strong facilitation skills and experience leading discovery sessions and workshops
* Passion for continuous improvement, innovation, and delivering high-quality, scalable solutions
The Team
This Systems Analyst will be part of the IWMS Digital Account Management product area. The candidate will be a core member on a multi-functional Agile scrum team (squad), partnering with squad leads, business analysts, architects, technology leads, to ensure successful delivery of program objectives and alignment of the work to deliver the product roadmap.
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.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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.