Edelman Financial Engines jobs in Boston, MA - 204 jobs

Director, Financial Planning - Boston At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients. We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you! Responsibilities: Serve the client's best interests, providing outstanding financial advice guidance Effectively evaluate client situations and analyze their needs Develop and present a compelling set of recommendations Adept at building positive relationships with clients Skilled at influencing clients to improve their financial well-being Requirements: Direct client-facing experience in a fee-based wealth management or planning role Results driven approach with a consistent track record to form relationships Desire for role with base salary, performance-based compensation and growing earnings potential Must possess an active Series 65 Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment A Clean U-4 A Certified Financial Planner (CFP) or other certification is desired but not required Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 - $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected]. 1 The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 2 Edelman Financial Engines data, as of September 30, 2025.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. We are seeking ambitious, quick learners, who are looking to establish a career in investment management. You will play a key role in building our sales pipeline by engaging with advisors, displaying extensive knowledge of the market and MFS products. This role is designed to allow employees to learn and develop their skills over time while taking on additional responsibilities as needed and when appropriate. The successful candidate is a self-starter, with a positive phone presence, has a team-player mentality and is eager to learn. We invest in our employees through industry-leading, paid sales training opportunities to help educate on all things MFS and the financial markets. We provide on-going training, deliver constant feedback and coaching to aid you in developing your knowledge and skills. MFS offers exceptional opportunities for growth and advancement. WHAT YOU WILL DO Interface with internal sales representative and wholesalers providing appropriate firm, product, performance and other data on both a regular and ad-hoc basis. Schedule and coordinate with both BOA's and Financial Advisors to attend large events, meetings and ad hoc requests from external wholesalers to make scheduling calls. Initiate and follow-through on problem resolution and information requests. Once fully licensed, respond to inbound telephone inquiries from financial advisors regarding MFS products and services and financial market related questions. Creates sales leads for all distributions channels by providing information on MFS while engaging the advisor with appropriate questions to uncover more sales opportunities. Strong understanding of portfolio construction, MFS products, and ability to explain over/under performance as it relates to over/underweight of sectors, industries, and basic attribution analysis. Assists with backup support in absence of internal wholesaler includes making thank you calls, assisting with service matters and various related external wholesaler tasks. WHAT WE ARE LOOKING FOR Bachelor's degree preferred or equivalent experience in a related field. Strong verbal communication, organizational and interpersonal skills. Must be extremely adaptable and resourceful, and able to thrive in a fast-paced environment. Ability to work independently, providing simultaneous support to several individuals. Strong attention-to-detail and highly analytical. Position requires licensing of FINRA Series 63 and FINRA Series 7, which must be obtained promptly after hire in accordance with MFS' licensing policy. Licensing of FINRA Series 63 or Securities Industry Essentials (SIE) is preferred but not required. #LI-HD1 Base Salary: $60,000.00 This position is eligible for competitive commission pay. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. Applicants must be currently authorized to work in the United States on a full-time basis. This position is not eligible for sponsorship. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

Fidelity Investments Life Insurance Company (FILI) is looking for an Actuarial Assistant to help drive our future state of reserve modeling and valuation for our life and annuity products. Be part of a team with wide-ranging strengths that builds, promotes, and supports Fidelity's outstanding future state experience! The Role As Actuarial Assistant, you support reserve valuation for all products. You use FIS Prophet actuarial software to model financial projections which provide the basis for determining reserves, Risk Based Capital and assessment of reserve adequacy for this business. * Perform experience analysis and annual assumption review regarding key valuation assumptions including mortality, lapse, withdrawal, expense and other assumptions * Support monthly and quarterly valuation processes * Assist in developing analysis and documentation needed to complete annual regulatory filings * Promote continuous improvement of the valuation environment, including valuation controls * Respond to company auditor and state examiner questions based on periodic audits * Key member of a small team who demonstrates initiative as a self-starter The Expertise and Skills You Bring * At least two years of actuarial experience * At least three SOA exams completed * Experience with R, Python, Visual Basic, SQL, or other programing languages * Strong critical thinking and problem-solving skills Note: Fidelity is not providing immigration sponsorship for this position. The Team Fidelity Investments Life Insurance Company provides financial products that help Fidelity's investors achieve lifetime financial goals. Having our annuity and life insurance solutions as options is a strategic advantage for personal investing. Our products help ensure our clients do not outlive their assets in retirement, safeguard one's portfolio from market volatility and protect against premature death and unforeseen long-term care costs. The base salary range for this position is $80,000-153,000 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: Actuarial

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 We Are Looking For * 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) The Purpose of Your Role 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. Job Responsibilities * Manage the creation and deployment of communications related to the 403b 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) Skills We Seek * 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 * Team player 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 How Your Work Impacts the Organization 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. Note: Fidelity will not provide immigration sponsorship for this position 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.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLEAs part of the emerging markets research effort, works with portfolio managers and analysts in making investment recommendations for both local and hard currency sovereign bonds based on a thorough fundamental analysis of sovereign credit worthiness and a disciplined relative valuation approach. WHAT YOU WILL DO Make investment recommendations for hard and local currency in Emerging Markets debt. Monitor and analyze factors affecting sovereign fundamental creditworthiness, including economic, financial, political and technical developments. Monitor bond price movements and technical factors in EM hard and local currency markets. Maintain and develop analytic models pertaining to creditworthiness and bond valuations and currencies. Make presentations to internal and external audiences. WHAT WE ARE LOOKING FOR 5 to 10 years investment experience in Emerging Markets Debt. Masters or Ph.D., preferably in economics, finance, or related fields. Must have strong skills and experience with macroeconomics and country-level fundamental analysis. Strong communication skills, both written and oral. Foreign language proficiency desirable. Experience working in a diverse and collaborative team environment. Solid data analysis skills. Modeling experience beneficial. Base Salary: $175,000This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The Manager Middleware & Identity Management ensures reliable operation, administration, and continuous improvement of the firm's middleware and identity access management (IAM) technologies. This role involves supervising a team of technical professionals, overseeing daily service delivery, and implementing best practices to enhance interoperability, system integration, and secure user access. The manager balances operational excellence with people leadership to support organizational technology objectives, risk mitigation, and regulatory compliance. WHAT YOU WILL DO Team Leadership & Development Manage a team of middleware and IAM technical staff, including hiring, training and development, performance management, and compensation recommendations. Provide coaching, feedback, and mentoring to team members to support professional growth. Operations & Service Delivery Oversee daily operations of middleware platforms and IAM services (e.g., provisioning/de-provisioning, SSO, MFA, RBAC). Ensure timely delivery of incident resolution, service requests, and small to medium projects. Maintain compliance with internal controls, audit standards, and access management policies. Planning & Project Support Contribute to the development of roadmaps and migration strategies for middleware and IAM platforms. Support project delivery by assigning resources, monitoring progress, and ensuring on-time execution. Partner with architects and senior managers on initiatives involving cloud, integration, and IAM enhancements. Risk & Compliance Support risk management efforts by embedding security and access controls into service delivery. Ensure audit readiness and regulatory compliance for IAM practices. Reporting & Vendor Management Maintain team documentation, dashboards, and metrics for tracking service performance and project outcomes. Coordinate vendor interactions and assist in monitoring costs and budget adherence. Additional Duties Perform additional responsibilities as assigned to support departmental and organizational goals. WHAT WE ARE LOOKING FOR Bachelor's degree or equivalent experience. 6-8+ years of experience in middleware and/or IAM technologies, with at least 2 years in a leadership or supervisory capacity. Expert knowledge of middleware platforms (e.g., application servers, integration tools) and IAM solutions (e.g., Azure AD, SailPoint). Strong understanding of IT service management (incident, change, problem). Demonstrated ability to coach and develop staff, manage performance, and allocate resources effectively. Ability to communicate clearly across technical and business stakeholders. #LI-MB1 Base Salary Range: $119,500.00 - $172,500.00 This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The Sr. Data Engineer will play a critical role in enhancing and maintaining a data platform for execution and operations research within the trading department. The candidate will be working as a part of a team of Quantitative Trading Strategists to store new data sets, ensure reliability of data pipelines, build out additional capabilities across multiple asset classes. The Sr. Data Engineer will work across vendors and internal teams to ensure seamless, scalable data flows are built in an accessible way throughout the trading ecosystem. WHAT YOU WILL DO Design, build, and maintain scalable data pipelines to ingest data from numerous sources. Proactively and independently work to enhance reliability of data capture. Collaborate with team to develop processes to transform raw data into more usable data sets. Find and action opportunities for automation in analytics production. Implement robust data quality checks and enhance monitoring for data pipelines. Partner with Quantitative Trading Strategists to improve current platform capabilities and performance. WHAT WE ARE LOOKING FOR Bachelor's degree in Computer Science or Engineering, with a focus on software engineering. Knowledge of data science or statistics is beneficial. Minimum of three to five years of experience in a data intensive field. Experience with Python, KDB/Q or other programming languages with a focus on interfacing with high volume data. Experience working with large data sets, structured and unstructured Experience with data visualization and concepts around display of data Equity and fixed income quantitative background, market structure knowledge, plus experience with trading processes and/or transaction cost analysis (TCA). Ability to work independently and proactively generate project ideas. Strong interpersonal and communication skills. Some international travel. Base Salary Range: $95,500 - $137,500 This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

Join Fidelity Private Shares and become a key part of the team that is tackling the real-world complexity of back-office operations for venture capital fund administration. We are building a platform to deliver seamless, accurate, and expert fund administration services that empower our VC clients to focus on what they do best: investing. The Role Fidelity is seeking a Vice President of Accounting to help define a new product offering and serve VC clients in their fund accounting and administration. The ideal candidate will have a start-up mentality with an interest in building a digital-forward solution for fund administration, an expertise in VC Fund Accounting with excellent client engagement. You'll be responsible for a range of fund administration activities, including: * Complete accounting activities for funds of venture capital clients. This is inclusive of close-ended Funds, Special Purpose Vehicles, General Partner Entities, Blocker Entities, Parallel Entities, and other investment vehicles. * Lead and manage client engagements, acting as the primary point of contact for clients, and ensuring high-quality service delivery. * Consult on the innovation of building a new, digital-forward solution for fund administration, showcasing a start-up mentality and experience in working closely with product development. The Expertise and Skills You Bring * 8-12+ years of fund accounting experience in venture capital. Experience working at a fund administrator is required * Deep venture capital industry experience and a strong background in partnership accounting. * Experience with Limited Partnership Agreements and LLC Operating Agreements including interpretations of key LPA provisions and applications in practice. Experience and understanding of traditional close-ended Funds, Special Purpose Vehicles, General Partner Entities, Blocker Entities, Parallel Entities, and other investment vehicles. * A deep understanding of US GAAP and the calculations and related journal entries associated with key fund transactions including management fees, syndication costs, organization costs, fund expenses, investment transactions, and capital activity. * Proficiency and experience building financial statements and familiarity with common annual financial statement footnotes * An understanding of tax as to the annual K-1 reporting process and common deadlines. * Experience working in Allvue is a plus. * Possess strong client and relationship management skills to drive outcomes and meet customer needs * Operational mindset with a strong focus on building repeatable, scalable processes * Excellent written and verbal communications skills * Skilled at building relationships at all levels of the organization * Comfort with ambiguity; self-starter and entrepreneurial; inclusive attitude Note: Fidelity will not provide 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. The base salary range for this position is $118,000-226,000 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: Operations

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As a member of the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related administrative functions. If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you! Responsibilities: Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork. Supervise client account activity, researching and resolving issues. Prepare and review all new account paperwork to ensure documents are complete and in good order. Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved. Document key client achievements and other relevant data into systems that will assist in future client interactions. Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy, the established corporate process, and regulatory procedures. Support the firm's initiatives, assist with any company-wide projects and activities, and attend functions as needed. Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented. Requirements: Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred. Bachelor's degree or equivalent experience preferred. Good understanding of finance and investment markets/securities Critical thinking, attention to detail, and multi-tasking skills required. Able to adapt to changes in the work environment, handle challenging demands and work with frequent change, delays, or unexpected events. Position requires a high level of confidentiality. Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $48,900 - $65,200. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected]. 1 The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 2 Edelman Financial Engines data, as of September 30, 2025.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE Working in close partnership with digital publishing, the Senior Strategist of Taxonomy, and members of the content creation teams at MFS, the Content Management Lead Specialist assists in defining the standards and practices for digital content management and metadata application at MFS, communicates these standards to appropriate teams, and ensures that these standards are being regularly measured and met. This role will ensure that how we create, structure, manage, and label our digital content is aligned with business needs and evolves to support future digital capabilities and experiences. Extensive collaboration with internal partners and digital content owners is required, notably to identify content quality issues and to coordinate the correct mix of standards, communication, and cleanup to resolve problems. As an expert in content management and metadata practices and their impact on digital processes and experiences, this role should drive continual innovation and improvement in the tools and techniques that are used for content creation and publishing at MFS. WHAT YOU WILL DO Content Organization & Metadata Standards: Ensure digital assets are meticulously organized in alignment with published standards, tagged with appropriate metadata, and comply with brand, compliance, and quality guidelines. Documentation & Training: Develop, document, and communicate content publishing and tagging standards. Provide training for MFS team members to ensure ongoing adherence to these standards. Audits & Quality Assurance: Maintain overall consistency and quality of metadata across the enterprise content collection. Lead periodic audits of asset metadata to ensure accuracy. Implement corrections, advocate for improvements, and provide training opportunities to content owners where necessary. Stakeholder Interaction: Serve as the primary contact point within the Digital Publishing organization for metadata-related inquiries, bulk change or cleanup requests, and issue resolution. Tool Administration: Serve as the system administrator for the AEM DAM folder structure, ensuring optimal functionality and configuration. Collaboration for Innovation: Work closely with the Manager of Digital Publishing to design new approaches that enhance productivity, enable automation, improve asset findability, and innovate content management practices. Taxonomy Coordination: Collaborate with the Taxonomy Strategist to define, update, and implement metadata standards based on changes in the enterprise taxonomy. Continuous Improvement: Identify opportunities for cleanup and improvement within the digital asset library and advocate for prioritization of these initiatives. Publishing Updates: Own the folder structure design in AEM, perform necessary configuration changes, and execute publishing updates as required. Content Metrics Tracking: Maintain and track metrics related to content quality and publishing automation success to ensure ongoing process improvement. WHAT WE ARE LOOKING FOR Bachelor's degree in Library Science, Information Management, Digital Media, or a related field. A Master's degree in Library and Information Science (MLIS) or similar specialization is a plus. Minimum of 5-6+ years of experience in digital content management, metadata application, or digital asset management, preferably within the financial services sector or a similar industry. Proven experience with content management systems (CMS) and digital asset management (DAM) platforms, particularly Adobe Experience Manager (AEM). Familiarity with structured content organization, folder structure design, and digital publishing processes. Skilled in tools and technologies relevant to content management and metadata management, including automation solutions. Excellent written and verbal communication skills for documenting standards, developing training materials, and interacting with stakeholders. Demonstrated ability to work independently to lead initiatives, drive innovation, and advocate for improvements in content management practices. Strong problem-solving skills to address metadata-related inquiries, implement corrections, and resolve content quality issues. Ability to work well under pressure, manage multiple projects simultaneously and meet stringent deadlines. Knowledge of compliance and quality assurance processes related to content creation and publishing in the financial services sector a plus. PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE Bachelor's degree, progress towards industry designation (CFA, IMC, etc.), or equivalent experience. Possesses previous experience related to assigned business unit with a high aptitude to acquire in-depth understanding of MFS products and services. #LI-JN1 Base Salary Range: $85,500.00 - $122,500.00 This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The Investment Product Competitive Analyst supports the Global Distribution sales teams in growing and retaining assets. Additionally, the Competitive Analyst supports the Defined Contribution (DC), Registered Investment Advisor (RIA), and product leadership to provide actionable insights on competitor strategies, market dynamics, investment trends and investor perspectives across the retirement landscape. WHAT YOU WILL DO Competitive Analysis: Act as an in-house expert on external databases (e.g., Morningstar, Brightscope, FI 360, Strategic Insight, eVestment) for competitor research. Monitor, analyze and synthesize competitor activity across the DC and RIA markets. This includes reviewing DC investment menus, glide path features, active/passive trends. Develop and produce reports on MFS's sales, redemption, and flow trends. Track the product positioning, performance drivers, fees, flows and distribution strategies of major DC/RIA competitors as well. Evaluate trends in the ETF market, including: Growth of active ETFs and their role in retirement portfolios. Implications of ETF adoption in the retirement landscape (costs, liquidity, plan menu construction, etc). Provide regular and ad hoc analyses of MFS's competitive position, particularly in the DC market. Analysts provide timely briefings on industry developments, regulatory changes and plan sponsor behavior. Collaboration & Communication: Work closely with internal and external sales teams to strengthen DC and RIA sales efforts. Partner with Product Management as needed to assist with analysis of our strategies against competitors and provide insights on the evolving role of active management in plans. Act as the key contact for external sources regarding MFS product performance and address related issues. Establish competitive intelligence contacts to gather additional information. Process Improvement: Develop, automate and maintain recurring competitive intelligence data (monthly/quarterly) and ad hoc analysis used by sales leadership, global product and investment teams. Other Duties: Take on additional responsibilities as requested. WHAT WE ARE LOOKING FOR Bachelor's degree or equivalent experience. 7-9 years of related experience. FINRA Series 7 and 63 registrations (as per MFS licensing policy). In-depth knowledge of investment products (mutual funds, CITs, ETFs) and the defined contribution marketplace. Understanding of the legislative, competitive, and regulatory environment affecting these products. Strong written and oral presentation skills. Ability to work independently and establish objectives with minimal supervision. Team player with excellent interpersonal skills and experience in serving internal clients. #LI-JN1 Base Salary Range: $107,000.00 - $154,000.00 This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The Defined Benefit Retirement Strategist in the Strategy & Insights Group (SAIG) will drive research and delivery of thought leadership to clients related to retirement plan issues globally, with a primary focus on defined benefit (DB) plans. The Strategist will analyze client trends, stay abreast of legislation and policy, industry issues and write/publish/present MFS's thoughts via client ready presentations, white papers, web, conference presentations. Strong presentation skills and comfort presenting to both small and large audiences is a necessity for this position. The role will involve close collaboration with the Head of Client Strategy, Lead Retirement Strategist, Investment Teams, Sales, Relationship Management and Consultant Relations teams, along with other key stakeholders across the firm to help support the strategy, thought leadership and positioning of the firms' retirement proposition. The initial focus will be primarily on the US, but will expand to include responsibilities across other countries and regions such as Canada, the UK, Netherlands, etc. WHAT YOU WILL DO Develop and implement a comprehensive ongoing research agenda program related to DB issues of interest to clients with a heavier emphasis on public plans versus corporate plans. This includes analysis of various industry trends, staying abreast of client preferences and asset owner investment trends in DB. Work in partnership with the MFS Institutional team to be a trusted partner to our clients, prospects and their consultants by deeply understanding the unique objectives and challenges of their defined benefit plans. Provide perspective to help them make informed decisions on relevant topics critical to aligning plan management with long-term goals. Deliver clear, practical solutions that address their specific priorities and ensure effective outcomes across funding, risk management, governance, and investment strategy. Work closely with the current Lead Retirement Strategist to further develop and execute on existing defined contribution thought leadership and content plans. Develop and maintain deep retirement plan expertise by participating in and presenting at client meetings, conferences, networking, researching and developing thought leadership both within the US and globally. Represent MFS in industry bodies and participate in working groups and sub committees to raise the firm's profile and maintain/enhance its credibility. Travel with distribution colleagues to present MFS's thought leadership to clients, consultants and prospects. Work closely with relationship managers, sales and enablement teams, and colleagues in SAIG in leading DC and DB consulting engagements as necessary. The role will be supported by analyst resources within SAIG. Develop internal training tools, videos, white papers and client discussion guides to enhance MFS's distribution expertise and dialog with clients on retirement issues. Assist other teams and regions within MFS and perform additional duties as requested. WHAT WE ARE LOOKING FOR Bachelor's degree required; CFA, MBA or other Master's degree is strongly preferred. Required minimum of ten years of retirement plan investment consulting, senior plan sponsor or asset management experience working primarily with public sector DB clients but also demonstrating experience with corporate plans. DC experience is welcomed but not required. Established credibility and visibility in the US public plan retirement market is preferred. A thorough understanding of both public and private DB plans in the US is required. Familiarity with Canadian, UK, Australian and other global retirement issues is desirable. Ability and willingness to be hands on in analyzing data, building PowerPoint presentations, white papers and other thought leadership. Excellent public speaking and communication skills required. Experience with investment strategy, all asset classes and asset allocation/ investment issues pertinent to retirement plans is required. Ability to work both independently and collaboratively and manage multiple tasks simultaneously within tight deadlines. #LI-JN1 Base Salary: $140,000.00 This position is eligible for competitive commission pay. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

The Role We are seeking a dynamic and experienced individual with a proven track record of collaborating with business partners, understanding business requirements, translating business requirements into system requirements, and making recommendations regarding system functionality. This role will work closely with development teams, stakeholders, technology leads, and agile teams to ensure successful delivery of program milestones and adherence of the deliverables to the product roadmaps. It's a fast-paced environment where decisions are customer-centric, collaborative, and iterative. Your problem solving and technical skills along with ability to synthesize findings, developing practical and realistic recommendations, and communicate results will help you excel at this position. It's a fast-paced environment where decisions are customer-centric, collaborative, and iterative. The Team This is an exciting role within the Workplace Investing (WI) Managed Accounts team, partnering. The team is a global, fast-paced, Agile team, looking for a Principal Systems Analyst who brings experience in business and systems analysis, and has a passion for teamwork and a deep interest in building a world class product that make lives better. The Expertise You Have * 6+ years relevant experience in various systems analysis methodologies, including data analysis, data mapping, flowcharts, uses case development, story writing, set-up / configuration of systems, user acceptance testing and product documentation * Outstanding conceptual thinking, and problem-solving capabilities including synthesizing findings and developing practical and realistic recommendations * Strong project management skills with ability to take ownership of a business issue, lead triage and resolution discussions with a sense of urgency, communicate client and participant impact to Legal, Risk, Compliance and appropriate business partners, and see resolution of issue through to completion * Proven capacity to lead analysis of business systems and/or business process to identify user needs, document requirements, and address operation/ process issues/ improvements to accomplish business objectives. * Proven capacity to lead clarification and 'translation' of less-technical documentation and/or requirements into highly technical subject-matter * Leadership ability to train key partners and other constituencies in new solutions - architecture and implementation. * Solid grasp of Fidelity's unique landscape with experience in multiple product offerings, preferred * Superb communication skills - written, verbal and presentation artifacts. * Bachelor's degree encouraged, MBA or MS preferred. The Skills You Bring * Outstanding analytical skills and ability to lead distillation and translation of sophisticated customer needs into Agile stories with clear, substantial acceptance criteria * Demonstrated good interpersonal skills; highly compassionate emotional intelligence blended with analytical rigor and passion for technology. * Ability to build reputation and influence across the firm and at all levels of management. * Customer-obsessed with validated dedication to and success with delivering measurable business value * Innovative yet pragmatic - able to lead teams toward risk-taking with the highest likely marginal return. The Value You Deliver * Understand the end-to-end associate experience and problems that require systems analysis to settle potential opportunities and problems to be solved * Confer with team and business partners to resolve problem and type of data to be processed for assigned project or work stream within a larger project. * Capture information related to customer experiences, products, and/or services and perform analysis and reporting to detect and disclose relevant patterns * Identify root causes and validate business problems in terms of business and systems requirements * Quantify the scope and impact of the opportunity that will add new value for the organization and help lead prioritization according to business value or critical metrics * Build and implement test scenarios and settings to evaluate solution efficiency and identify the right metrics and approach to measure business value 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.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The Quantitative Trading Specialist will assess trade execution quality across asset classes and globally, and work with the investment team to assess best execution, form and share actionable insights and provide recommendations on how to improve trading. As part of the team, the Quantitative Trading Specialist will work to expand and support the existing analytics platform in order to facilitate additional quantitative studies. With a lens of improving trading outcomes, the Quantitative Trading Specialist will build and apply models to drive automation and decision making by the Trading team. In addition, the Quantitative Trading Specialist will work to improve the accessibility of actionable insights through ownership of data visualization and reporting that will be used across Trading and other Investment team colleagues. Additionally, the Quantitative Trading Specialist will engage externally with vendors and trading counterparties to understand the market micro-structure context in which we operate, educate teams internally on the team's collective efforts and provide transparency to clients, the board and others around our best execution process. WHAT YOU WILL DO Conduct execution research and analysis globally, across asset classes. Proactively and independently develop quantitative analyses and tools to support and enhance the execution of trading ideas. Provide regular and ad hoc reporting/data visualization as output of analysis. Find and action opportunities for automation in analysis production and in the trading process. Collaborate with a variety of participants in the trading cycle, including PMs, traders, brokers, technologists, other trading analysts and third party providers to improve execution outcomes. Consult with PMs and traders on execution quality and efficiencies in the trading process. Improve the availability and quality of internal and external data and analysis. Maintain and manage third party post-trade execution analytic and vendor relationships. Participate in the firm's assessment of Best Execution. Independently discover and evaluate tools and vendors that can enhance the trading process. Additional responsibilities may extend beyond trading cost analysis. WHAT WE ARE LOOKING FOR Master's degree or equivalent in a relevant field such as finance with some experience in software engineering, statistics, or data science. Minimum of three to five years of trading, transaction cost analysis or related experience. Thorough understanding of quantitative financial and statistical concepts. Experience with Python, KDB/Q or other programming languages with a focus on interfacing with high volume data. Experience working with large data sets, structured and unstructured Experience with data visualization and concepts around display of data Equity and fixed income quantitative background, market structure knowledge, plus experience with trading processes and/or transaction cost analysis (TCA). Ability to work independently and proactively generate project ideas. Strong interpersonal and communication skills. Some international travel. Base Salary Range: $134,000 - $180,000 This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The Compliance Officer is responsible for independent oversight and strategic development of our trading compliance program and provides real time compliance support to the Trading Department. The role is responsible for overseeing the firm's compliance framework related to critical business areas including best execution, fairallocation, trade errors and cross trades. The role ensures that trading activity is conducted fairly, transparently, and in the best interests of clients, in accordance with applicable regulations, fiduciary standards, and internal policies. The trading compliance role will work side-by-side with similar invesment compliance roles which ensure that MFS manages client accounts in a manner consistent with applicable legal, regulatory, and client-imposed requirements. The Compliance Officer partners with senior management and collaborates with functional leaders and team members across Investments, Distribution, Investment Operations, Technology, Legal and Compliance. WHAT YOU WILL DO Manages and oversees complex, strategic projects and significant regulatory initiatives. Develops and maintains effective relationships with business partners, industry peers, trade associations. Interact and communicate frequently with internal business partners and senior management across MFS to understand business needs and opportunities, to assess and articulate regulatory risks associated with existing and/or new activities, and to provide a framework to enable well informed business decisions relative to regulatory risks. Keeps current with evolving marketplace dynamics and global regulatory requirements, as well as emerging technology. Continually seek and implement new opportunities for improvement, efficiency and enhancement of the program. Establishes, implements and maintains global compliance policies and procedures appropriate to MFS and reflective of industry best practices, regulatory requirements/expectations, and emerging risk. WHAT WE ARE LOOKING FOR 8-12+ years of compliance experience. Bachelor's Degree required. Thorough understanding of regulatory requirements relating to compliance business area for both US and internal jurisdictions Excellent interpersonal, organizational, communication, team-working and problem-solving skills Familiarity with trading practices across equities, fixed income and derivatives Exercises strong judgement in situations requiring interpretation of regulatory intent, materiality, and fiduciary duty. Demonstrated project management skills and the ability to analyze operational effectiveness. Must effectively drive solutions throughout the organization and present ideas clearly. Ability to exercise judgment, pursue initiatives and implement changes necessary to align functional area with the strategic/long-term goals of the Compliance Department. Thorough understanding of the business operations and practices, procedures, and controls specific to the business units supported is required as is the ability to apply same to compliance-related dealings with the business units supported. Must be fully aware of best practices and evolving issues within scope of the position and able to relate same to MFS' operations and practices. Proven ability to develop and foster strong interpersonal relationships and to maintain effective cross-functional teams throughout the organization. Demonstrated ability to effectively represent Compliance with industry peers and in client-facing situations is required. PREFERRED QUALIFICATIONS Masters degree preferred Proficient in the use of compliance systems (for example, Charles River) Base Salary Range: $119,500.00 - $172,500.00 This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

The Role The Institutional Publishing Manager is responsible for creating compelling, timely presentations for institutional clients and prospects that help bring to life how Fidelity's investment strategies can address their unique needs. You'll partner closely with investment, product, data analysis, and institutional sales and relationship teams to deliver dynamic presentation materials that help win new business and grow important client relationships. You'll also partner with technology teams to automate presentation production and publishing. This is a fast-paced marketing role that provides a great opportunity to collaborate across the institutional and asset management organization on strategically important work. The Expertise and Skills You Bring * Minimum Bachelor's Degree * 3+ years of experience working in financial services industry in a marketing, communications, data analyst, data production or project management capacity * Knowledge of financial services and/or investment products * Highly organized with strong project management skills, consistently setting and meeting deadlines, prioritizing work, and handling fast paced timelines * Strong interpersonal and verbal communication skills, comfort collaborating across a range of levels, and able to use good judgement in engaging business partners * Proficient with PowerPoint; able to translate data and technical information into clear, compelling charts, tables and other appealing visualizations and apply our design standards * Proficient with Excel and querying data; able to use formulas, pivot tables, and other tools to manipulate large quantities of data * Experience with Workfront, Seismic, and/or Tableau preferred * Ability to be flexible and adaptive to changing content requirements, workflows, and new technology applications * Imagination and curiosity to explore new ways to scale and automate production processes The Team Our marketing team partners closely with Fidelity investment teams to produce and scale impactful and timely investment content crafted to help institutional investors understand how Fidelity can address their unique investment challenges. Come explore our dynamic team! Note: Fidelity will not provide immigration sponsorship for this position. Certifications: Category: Marketing 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.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. Using discretion and judgment, the Internal Wholesaler assists in developing, maintaining, and uncovering relationships with brokers selling MFS products. Work with Directors to manage territory; places calls and provides information about portfolio composition, relative performance and product design. Helps to promote the sale of MFS products and the retention of MFS assets, while providing a superior service and CRM support for the territory. WHAT YOU WILL DO * Ability to help drive in new sales for MFS and to maintain the current asset level by developing relationships with existing clients. Provides sales support for the Directors in the maintenance of existing key clients relationships and the development of new accounts. * Works with Directors to ensure that all clients are provided with quality client service efficiently and accurately. * Assists in developing and implementing ideas to generate new sales. Works with the team to look for new and innovative ways to position existing products and generate additional interests. * Coordinates business development to uncover new opportunities with new clients. * Coordinates sales activities with Directors and Internal Sales Manager, and other departments in the company. Organizes conference calls, meetings and other activities. * Understands and responds to standard client questions regarding economic conditions and patterns, financial data, and fund trends. * Sends out requested literature, hypothetical illustrations and other sales supporting materials to prospective clients * Uses CRM system to maintain database, record all client interactions, and market for new opportunities. * Takes ownership of smaller accounts and takes clients through sales cycle * Assumes additional responsibilities as requested. WHAT WE ARE LOOKING FOR * 2-5+ years of industry experience required. * Degree educated or equivalent experience. * Experience as a Sales Representative or related experience at other financial services firm required. * strong preference for candidates who are bilingual, specifically those who are fluent in Spanish. * Demonstrated ability to work independently with a high degree of integrity. Proper organization and planning are must. * Self-motivated, driven, and results oriented individual. Demonstrated sales skills, opening the call, probing, offering solutions, and closing the call. Ability to build ongoing relationships with brokers. * Familiarity with Salesforce preferred but not required. * FINRA licensing in accordance with MFS policy will be required. SIE, Series 7 and Series 66 or 63. #LI-HD1 Base Salary: $62,000.00 This position is eligible for competitive commission pay. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: * MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) * Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider * Education Assistance: Tuition reimbursement up to $8,000 annually * Education Assistance: Access to discounted tutors and college coaches * Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves * Choice of medical and dental plans and an and an employer contribution into the Health Savings Account * Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) * Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.

The Role Are you passionate about protecting customers and the enterprise from fraud risk? The Enterprise Technology Risk & Analytics (ETRA) group is seeking a seasoned professional to join the Fraud Risk Technology function. The Fraud Technology Risk Analyst will serve as a key member of the second line of defense, providing independent oversight and effective challenge of fraud-related technology risks across the enterprise. This role is responsible for evaluating fraud risk controls, monitoring emerging threats, and ensuring alignment with regulatory expectations and industry best practices. You will collaborate extensively with Fidelity's risk organization, first line fraud teams and business groups, providing subject matter expertise to support the fraud risk management program. The Expertise and Skills You Bring * Bachelor's degree in Information Security, Risk Management, Computer Science, or related field. * Minimum of 5-8 years of experience in technology risk, fraud risk management, or cybersecurity. * Strong understanding of fraud schemes, detection technologies, and risk management frameworks. * Strong analytical, communication, and presentation skills with the ability to influence across levels. * Preferred Qualifications: Professional certifications such as Certified Fraud Examiner (CFE), Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP), or Certified in Risk and Information Systems Control (CRISC). * Experience in financial services or other highly regulated industries. * Knowledge of machine learning or AI-based fraud detection systems. * Your excellent verbal and written communication skills enable you to prepare and present recommendations to fraud risk partners and senior management. * Your affinity for solving complex problems, comfort with ambiguous situations, and your ability to help find innovative ways to mitigate fraud risk using your advanced analytical and critical thinking skills. * The ability to perform independent review of fraud risk management practices within technology and business units. * Monitor and assess emerging fraud threats and their potential impact on the organization's technology environment. * Experience in the development and execution of fraud risk assessments and scenario analyses. * The ability to evaluate the design and effectiveness of fraud detection and prevention controls in technology platforms. * Partner with cybersecurity, fraud operations, and data analytics teams to identify control gaps and recommend remediation strategies. * Review and validate control testing results and issue remediation plans. * Contribute to the development and maintenance of fraud risk management policies, standards, and procedures. * Enable compliance with applicable regulatory requirements and alignment with industry frameworks (e.g., FFIEC, NIST, ISO27001, AICPA Trust Principles). Note: Fidelity is not providing immigration sponsorship for this position The Team You will report to the Technology Risk leader and manage a small team of technology risk associates. The Technology Risk team oversees the management of controls and the mitigation of risk related to the technology environment, systems, and processes across the enterprise. Technology Risk is part of the broader Legal, Risk and Compliance group and partners with Corporate Audit, Enterprise Compliance, and Security to protect the interests of our customers, our employees, and Fidelity's brand. You will also work closely with other Enterprise Technology Risk teams and Centers of Excellence as well as Fidelity technology and business owners, Operational Risk teams, and Fidelity external auditors and regulators. 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.

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures. THE ROLE The Manager of Platform Support is responsible for managing the day-to-day L1/L2 support teams, operations of enterprise scheduling, incident/problem/change management, and outsourced production operations. This role ensures IT systems operate reliably and efficiently, aligning with departmental and organizational priorities. The Manager leads a team of professionals, adapts plans to address resource and operational challenges, and provides technical expertise to resolve complex issues. By promoting collaboration, supporting continuous improvement, and maintaining vendor relationships, the Manager ensures that IT services support business needs while maintaining compliance and operational standards WHAT YOU WILL DO Operational Leadership Manage day-to-day operations for L1/L2 support teams, enterprise job scheduling, workload automation, incident/problem/change management, and IT production support. Adapt departmental plans and priorities to address operational needs and resource availability. Team Leadership Provide direction and guidance to a team of professional staff; manage performance and support career growth. Foster accountability and teamwork within the department. Operational Excellence Solve complex technical and operational issues by applying specialized knowledge. Act as the first point of escalation for incidents and service issues. Collaboration & Stakeholder Engagement Partner with IT infrastructure, cybersecurity, development, and business teams to support effective service delivery. Contribute to cross-functional projects by providing expertise in platform support. Risk, Compliance & Continuity Ensure compliance with internal policies, regulatory standards, and audit requirements. Support disaster recovery and business continuity activities, including testing. Vendor Management Monitor vendor performance and ensure SLAs are met. Collaborate with external partners to maintain effective operations. WHAT WE ARE LOOKING FOR Bachelor's degree in Computer Science, Information Technology, or related field 6-8+ years of experience in enterprise IT and incident/problem/change management and platform support or operations, including 4+ years of people leadership. Hands-on experience with enterprise scheduling systems (e.g., Control-M, AutoSys, Tidal) Strong technical expertise in IT operations and service management processes. Experience with AI and machine learning technologies, including their application in IT operations and support. (such as Robotic Process Automation (RPA), AI-Driven Monitoring Tools, and Predictive Analytics) Proficiency in data analysis and the use of AI tools to drive operational efficiencies and predictive maintenance. Understanding of AI-driven automation and its integration into existing IT processes. Proven ability to manage teams and achieve performance goals. Strong communication, collaboration, and problem-solving skills. PREFERRED SKILLS, QUALIFICATIONS & EXPERIENCE Master's degree in Computer Science, Information Technology, or related field. Experience in managing support operations for Investment Management companies. #LI-MB1 Base Salary Range: $107,000.00 - $154,000.00 This position is eligible for competitive incentive bonus. At MFS, we believe in fair and transparent compensation. For that reason, we're including the salary range for this position. This range reflects our good-faith expectation for what we'll pay depending on the candidate's experience, training and education. In addition to the salary, we also offer significant and competitive incentive compensation based on both individual and company performance. Other components of our Total Rewards Package include: MFS contributes an amount equal to 15% of your base salary to your retirement account that is separate from the company -sponsored 401(k) Education Assistance: MFS contributes $100 monthly up to $10,000 lifetime maximum directly to loan provider Education Assistance: Tuition reimbursement up to $8,000 annually Education Assistance: Access to discounted tutors and college coaches Generous time off and fully paid leaves including 20-weeks for maternity, 12-weeks for parental and caregiver leaves Choice of medical and dental plans and an and an employer contribution into the Health Savings Account Tax deferred commuter benefits & flexible spending accounts (medical & dependent care) Wellness Programs: Robust wellness webinars, employee assistance program with a focus on mental health, subsidized fitness benefit via Wellhub (formerly Gympass), where you can workout at gyms, studios and boutique fitness locations near you, join virtual personal training sessions and access a wide variety of well-being apps Our compensation philosophy is to pay competitively for talent while ensuring equity across employees performing comparable work. We are committed to transparency - if you have questions about how we arrived at this range or what additional benefits and bonus opportunities come with the role, we'll be happy to discuss them #LI-HYBRID At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others. MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting. If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at ************ or email talent_******************* for assistance. MFS is an Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document, linked for your reference.