HSBC Bank jobs in Boston, MA

The Role Welcome to our team of administrative support for the Digital Assets Technology Business. In this role, you will provide top-tier administrative support to the Chief Technology Officer. The role requires excellent communications skills and the ability to prioritize tasks as you serve as a focal point of a multifaceted, fast-paced organization working closely with senior business leaders across the enterprise. As a key member of the Digital Assets Technology team, you will influence the outcomes of the team by assisting with key meetings, events, programs, and serving as a critical point of contact and coordinator with large-scale efforts. Bringing strong relationship management skills, you will help coordinate critical leadership and business management routines across the Brokerage organization. The Expertise and Skills You Bring * A bachelor's degree strongly preferred * 5+ years of demonstrated experience supporting senior leaders within a corporate environment * Experience managing complex calendars * Highly motivated and extremely proactive * Ability to multi-task and adjust to rapidly shifting priorities * Highly collaborative mindset and flexible to tackle new tasks * Detail-oriented with strong organizational skills * Strong Microsoft Office software knowledge (Outlook, Word, Excel, and PowerPoint) * Effective time management skills with ability to prioritize and handle multiple tasks simultaneously * Comfort with tight deadlines and ability to work effectively under time constraints and pressure. * Willingness to utilize resources to problem-solve * Ability to work independently and be flexible * Strong written and verbal communication skills * Ability to effectively interact with various levels of management within the organization. * Trustworthy with highly confidential material * Flexible and willing to assist with a variety of other duties, as needed; Willing to adjust work style to suit an evolving organization * Professional and friendly demeanor, strong ability to develop and foster relationships across broad set of partners The Team Fidelity Digital Assets℠ adopts an entrepreneurial culture and startup approach while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm's tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance. The administrative staff at Fidelity plays a vital role in the company's success, and individuals serving in these positions are recognized and valued by their colleagues as key members of their group, department, or organizational team. You work directly with, and provide support to, management at all levels of the company and frequently deal directly with business partners as well. Certifications: Category: Administration Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Role This is an excellent opportunity for an individual contributor who has experience in, or is interested in learning about, Digital Assets, Liquid Alternatives and the expanding Alternative Products space overall. The Business Analyst Consultant combines in-depth knowledge of accounting and reporting matters with technical capability and superb interpersonal skills to elicit, define, and document systems requirements to the development team. This role is a liaison for the Shareholder Reporting business team to the IT systems groups. This role also includes general application support, issue documentation, project representation, and portfolio management, and interim business solutions using light automation. The Business Analyst Consultant performs many sub-roles combining business analyst, systems analyst, and project coordinator for the Shareholder Reporting team. This position emphasizes Operations expertise; it is not a Technology role. The Expertise and Skills You Bring * Bachelor's degree in accounting, finance, business, business analysis, CIS or the equivalent and 5+ years prior experience in the mutual fund industry (previous financial reporting experience with Digital Assets/Alternative products is preferred). * 5+ years project experience required (active participation and/or management) * Experience with Registration Statements (Prospectus (Pro), Statement of Additional Information (SAI), Summary Prospectus (Sum Pro) is a plus. * A self-starter with experience learning and adapting to new technology tools and investment vehicles quickly. * Your ability to work concurrently on a variety of opposing priorities, while remaining flexible to a constantly evolving regulatory environment. * Your strong verbal and written communication skills * Your experience in translating business requirements to technical resources in support of helping develop business solutions that reduce risk, increase business efficiency, and minimize impact. * Your experience working with product owners to build, prioritize and maintain product backlog to focus a team on delivering business solutions with the highest customer experience impact. * Your knowledge of and experience with tools and techniques for crafting, handling and evaluating business acceptance tests for end-to-end operational processes and end-users of solutions. * Your experience with activities, tasks, and practices for assessing and detailing business opportunities, benefits, risks, and success factors of potential solutions. * Your knowledge of and shown ability to implement the strategies and techniques used to ensure that customer needs are addressed in solution design that result in a positive experience with the organization and its products and services at every touch point. * Your ability to analyze business systems and/or business processes to identify user needs, document requirements, and address operation/process issues/improvements to accomplish business objectives. * Your extensive understanding of MS Office. * Your experience with database query tools, such as Microsoft Access, SQL, Power BI, or Oracle, are preferred. * Experience with Confluence's Unity financial reporting software is a plus. * Experience with SunGard's InvestOne and the Geneva accounting software and related reporting tools are a plus. Note: Fidelity will not provide immigration sponsorship for this position. The Team Shareholder Reporting within Fidelity Fund and Investment Operations (FFIO), offers outstanding operational service to both Fidelity's business partners and shareholders. The group's main responsibility is performing qualitative reviews of regulatory reports on assigned U.S., Canadian, or offshore domiciled Fidelity funds to ensure accuracy and adherence to appropriate regulatory guidelines. Certifications: Category: Business Analysis Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Education Consultant I Candidate ideally with reside in the Arlington, VA area to be considered for the opportunity. Will consider other locations nationally for qualified candidates. The Role As an Education Consultant, you are part of Fidelity's Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. We know you're a professional presenter who interacts with Plan Sponsors and Participants daily to introduce them to the services that Fidelity provides to assist with Retirement Readiness, and to inspire them to take action. Specific responsibilities include: * Deliver an outstanding educational experience by conducting on-site and virtual workshops with expertise and passion. * Present and communicate to our plan participants in various mediums and timeframes - 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings. * Regularly partner with key business partners, both internal and external, to ensure that webinars and workshops are fully prepped, and all needed details acquired for a successful plan sponsor and participant experience. * Ability to apply technology (Webex, Zoom, etc.) for communicating and collecting accurate attendance records. * Strict adherence to business unit compliance requirements. * An understanding of needed administrative tasks required for the role: Booking travel through Concur, including a knowledge of the travel & expense policy. * Flexibility when it comes to schedules. Travel will often be needed outside of standard business hours. Plan Sponsor requests and needs may also require workshops and webinars outside of standard business hours. * Conduct triage 1 on 1 appointments with Plan Participants - triage stated need and uncover any unstated needs in order to refer to the appropriate group for a solution. The Expertise and Skills You Bring * Bachelor's degree preferred and least 3 years of financial services experience * Series 7 and 66 required (or S63/S65 combo equivalent) required prior to hire * Customer facing experience * Demonstrated familiarity with Financial Planning Concepts * Presentation experience preferred * Demonstrated ability to independently problem solve/prepare for new challenges * Willingness to build professional, persuasive presentations with a clear call to action * Ability to achieve proficiency in fundamental workshop topics across Corporate & TEM * Ability to conduct onsite & virtual workshops (75% travel) * Bi-lingual/multi-language speaker a plus The Team The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. * Employers who have chosen Fidelity to coordinate their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs. * Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide. * Our value is delivered to over one million plan-participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life. Joining WEPA means that you will: * UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors * GROW in your skills to deliver more, world-class planning and education experiences for our participants * WIN on behalf of our clients, our participants and Fidelity Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working". Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling ************, prompt 2, option 3. We invite you to Find Your Fidelity at fidelitycareers.com. Salary Grade: 6 Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA 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.

The Group Fidelity's Fixed Income division is one of the world's leading fixed income managers with over $2 trillion in fixed income assets managed by a staff of more than 200 investment professionals. At Fidelity, we combine fundamental research on debt issuers with macroeconomic and quantitative analysis to develop investment decisions that aim to maximize risk-adjusted total return for our clients. The Fixed Income division is headquartered in Merrimack, New Hampshire. The Role Reporting to the Global Head of Fixed Income Research, the research analyst will be a primary contributor to the fixed income macro research team that produces opinions and recommendations for actively managed bond and money market portfolios across a wide range of strategies. The analyst will play a key role in delivering opinions and recommendations to inform portfolio duration, interest rate and asset allocation strategies across the Treasury, Corporate and Securitized asset classes. The role involves collaborating closely with members of the fixed income macro team as well as other investment professionals across Fidelity's asset management division. A strong knowledge of economics, global financial markets, debt and credit dynamics and fixed income asset strategy is essential. In addition, strong communication skills and the ability to formulate and deliver compelling investment conclusions is critical. The Expertise You Bring * Experience of 5+ years in financial markets, preferably within the fixed income asset class * Demonstrated understanding of economics, debt instruments, credit cycle dynamics and global asset flows * Ability to apply macroeconomic trends to inform asset allocation recommendations within the broader fixed income asset classes * Creativity and aptitude to find, procure and work with data sets to analyze fundamental, technical and valuation factors in various fixed income asset classes * Ability to run an entrepreneurial research effort while being embedded in a tight-knit team environment is critical * Experience translating analytical approaches into clear conclusions and connecting them to investment recommendations The Skills and Knowledge Required * Outstanding written and verbal communications skills * Team player with excellent interpersonal skills and a proactive work ethic * Ability and confidence to work effectively in both in group settings and independently * Proven understanding of economics, finance, and investing and aptitude with relevant tools including programming, econometrics, and other market and economic data programs * Strong intellectual curiosity and interest in global events, history, economics, and finance Certifications: Category: Investment Professionals Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Role As an ETF & Alternative Asset Analyst Team Lead within the ETF Operations team, you will be involved in all aspects of operations performed by the team. In conjunction with building and maintaining AP relationships, the focus on this team will include trade confirmation, instruction, settlements and use of collateral. This will be a collaborative role with the rest of trade operations and the ETF services organization in Fidelity's Fund and Investment Operations (FFIO). * Handle AP inquiries related to creation/redemption activity * Provide expertise in ETF product development and implementation * Provide training as subject matter expert (SME) * Provide ETF subject matter expertise and knowledge to support development of Fidelity's ETF capabilities * Create / update operational processes and procedures for new products * Works to recommend changes to systems, processes, responsibilities, etc. * Participate in testing of new technology prior to roll out into production and reports results to peers and managers * Escalates operational incidents to senior management * Maintains relationships with business partners and expectations of service levels The Expertise & Skills You Bring * Bachelor's degree or equivalent with 3-5 years of experience in an ETF operations environment * ETF servicing experience including basket processing, collateral management, settlements, fails resolution, and AP/order management. * Strong understanding of the ETF industry with an ability to adapt to and support regulatory changes. * Outstanding analytical, communication, conceptual thinking, and problem-solving capabilities. Flexibility and the ability to both take the lead and contribute to daily deliverables for the team are required. * Strong communication skills with the ability to deliver cogent, insightful updates to all levels of operations leadership. * Familiarity with digital assets and digital asset servicing. * Demonstrated experience in workflow, process, and procedure development. * Understanding of ETF middle office functions including: trade enrichment, trade instructions, settlements, fails resolution, and ability to articulate and escalate issues in a proactive and actionable fashion. Note: Fidelity will not provide immigration sponsorship for this position. The Team The ETF Operations Team is part of the Global Middle Office division within FFIO's business unit. The Global Middle Office division provides full middle office operational support to Fidelity Retail and Institutional products. The ETF Operations team provides end-to-end trade operational support for Fidelity's ETF funds within FFIO. Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Role The Director, Fidelity Retail Communications will work directly with the Vice President, Fidelity Retail Communications to set communications strategies and messaging, as well as lead, design, and execute impactful communications programs that support key leaders in the Fidelity Brokerage and Fidelity Wealth businesses. These communications will not only reach key stakeholders in these two retail businesses, but associates, leaders, and other business partners across the firm. As a trusted consultant to executives with deep expertise in communications strategy and content, this role will guide members of the Brokerage and Wealth senior leadership team - toward best practices in executive communications, associate engagement, and change management. Will work closely with key business partners (e.g., HR, Strategy & Finance, Meetings & Events, Change Management, etc.) to be successful in role. The Expertise and Skills You Bring: * Bachelor's degree * 8-10+ years of relevant experience as a communications professional * Deep expertise across executive, internal, and external communications * Financial services background preferred * Strong business acumen and a strategic mindset, able to understand a business' multi-year plan, financial drivers, and align and prioritize high-impact communications around this for a diverse set of audiences * Excellent program management and planning skills, with proven ability to lead multiple components of multi-faceted communications and change management programs * Strong content strategist with exceptional storytelling skills across various media/channels (e.g., events, blogs, videos, presentations, talking points, and emails), with the ability to take complex technology concepts and distill them into compelling content that resonates with key stakeholders * Collaborative and relationship-oriented, with the ability to think and work successfully across the firm * Innovative thinker, with a desire to continuously learn and take creativity to the next level * Independent and consultative - able to provide strategic recommendations across all levels of an organization, with a particular skill in consulting with senior leaders * Ability to coach other members of the team, helping them grow their skills across executive, internal, and external communications * Focused on quality but can balance pace over perfection * Demonstrates impact of the communications the team delivers Note: Fidelity is not providing immigration sponsorship for this position The Team The Retail Communications team is part of the Fidelity Leadership Communications organization within Fidelity Communications. Working closely with the most senior leaders within Fidelity' retail business, we develop communications programs that inspire the thousands of associates to help more people - whether they are client-facing or creating and marketing the products, solutions or capabilities that we offer. As part of the larger Communications team, we are able to connect our work to larger enterprise efforts that reach a range of internal and external audiences. The base salary range for this position is $103,000-211,000 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: Communication

The Role This role will be part of a team accountable for assisting management with developing and implementing controls related to new products, operational processes, and regulatory requirements. The team will lead targeted assessments and be prepared to make decisions on the design and/or effectiveness of the related control environment. There will be a strong focus on Alternative Products (e.g., digital assets, credit alternatives, private equity, real assets). Additional responsibilities include assisting the leadership team with the development of executive presentations and producing project status reports. To successfully execute these responsibilities, the ideal candidate will possess strong controls-building skills and will have a fundamental understanding of the unique challenges related to Alternative Investment strategies. The role will work closely with business partners specifically to assess areas of risk and support the department's goals. The role requires the ability to work effectively with management, strong interpersonal and analytical skills, as well as the ability to prioritize and manage work to completion. The individual will be required to manage multiple projects and deliver high-quality work. The Expertise You Bring * Bachelor's degree required, advanced degree preferred * 8-12 years' experience in financial services or consulting * Project management experience * In depth knowledge of operational risk management and controls development * Knowledge of alternative product requirements and operations * Knowledge of key regulations (Investment Adviser's Act, Sarbanes-Oxley) The Skills You Bring * A self-starter skilled at operating autonomously to achieve results in a dynamic environment * Superb verbal and written communications skills * Must thrive in a dynamic and fluid organization where priorities shift to respond to business needs * Outstanding relationship management and facilitation skills; customer service orientation * Strong collaborator; able to develop and maintain effective working relationships * Ability to partner with and influence others across the organization to assist management in achieving objectives * Ability to build executive level presentations / visualizations Asset Management Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. The Team Asset Management Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. Note: Fidelity is not providing immigration sponsorship for this position #FidelityAlts The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Risk

JOB TITLE Principal Data Scientist - Natural Language Processing Fidelity Workplace Investing is seeking for Data Scientists with experience in natural language processing, large language model, machine learning, knowledge graph. This position will be based full time in Boston, MA. The Purpose of Your Role This individual will lead high profile data science and artificial intelligence projects working closely with Technology, Product Management, and others across multiple business units and teams to develop AI-based solutions by developing advanced AI models and technologies with Natural Language Processing(NLP), Large Language Model(LLM) and Machine Learning(ML), and developing Knowledge Graph to enable high performance of the AI models. Candidate must be comfortable in a fast-paced, unpredictable and sometimes ambiguous environment working with current and emerging AI technologies. The assignments will include model development with NLP, LLM and ML technologies, gathering data from multiple sources, data processing and analysis, knowledge graph development, unstructured data analysis, predictive and prescriptive analytics, interpretation of findings, presentation, and system implementation. The successful candidate will be capable of supporting projects across many areas with the highest degree of quality. They will have a proven record of assuring quality of data gathering and analysis, be a team player who thrives in a high performing work environment and acts with confidence to communicate to all levels of Workplace Investing and the Fidelity Enterprise. The Skills You Bring * PhD in Computer Science, Information Science, or other related STEM disciplines with extensive research on natural language processing, deep learning, knowledge graph, reasoning, OR Master's Degree in the same areas above with 10 years relevant professional experience * Deep understanding and knowledge of natural language processing, Large Language Model, deep learning, machine learning, knowledge graph, reasoning * A strong Python and SQL programmer with demonstrated proficiency in data extraction, data engineering, data analysis, machine learning, data modeling and pipeline automation. An ability to write object-oriented solutions and to package together and streamline existing models is preferred * Solid verbal communication, presentation, and business/industry/scientific technical writing skills with an ability to explain complex data science, statistics, and computer science concepts clearly for a nontechnical audience; comfortable interacting with various levels of management from different functions * Proficiency in information design with the ability to present and visualize data to foster efficient and effective understanding of the information. * Experience and knowledge in information retrieval, questing answering, deep learning and Large Language Model technologies The Value You Deliver * Manage and guide the AI model developments with Large Language Model, natural language processing, knowledge graph development, data science and data engineering elements of AI projects * Set a strategic direction for model development, knowledge graph development, data identification, collection and qualification activities * Lead data analysis for multiple projects with diverse scope and complex business and technical challenges across several business units and functions * Develop best practices for data science, considering the full analytical lifecycle * Develop guidelines for the evaluation of new analytical tools and platforms * Implement new technologies in a production environment with product, IT, and data engineering teams * Present reports and findings to senior level technical and non-technical audiences How Your Work Impacts the Organization As a data scientist in Fidelity Workplace Investments, you will contribute to advancing the analytics and data science capability for a variety of employee benefit products, and will take the organization to the next level. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com Fidelity Investments is an equal opportunity employer. Certifications: Category: Data Analytics and Insights Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Health & Welfare - Health Care Program Manager The Health & Welfare Health Care Program Manager will utilize their project and program management, consulting, analysis, and domain skills to provide the best outcomes for our client, their participants, and Fidelity. The Expertise We're Looking For * Bachelor's degree or equivalent years of industry experience * 5-8 years of Health and Welfare benefits service experience * 5+ years of professional experience (and demonstrated competence, depth, and breadth) * Prior H&W client implementation and\or platform migration experience * Prior program management experience * Experience in Agile preferred, but not required * Proficient with Microsoft Office applications The Purpose of Your Role The Health & Welfare Health Care Program Management is a key member of the Health & Welfare (HW) Implementations and Platform Migrations team that services Fidelity clients. The role provides for the ability to work in a growing Health & Welfare offering, access to scalable technology while continually enhancing your knowledge of the Health & Welfare benefits administration landscape. The Skills You Bring * Ability to independently manage one's own workload * Regulatory and legislative knowledge in aligned service area * Understanding of benefits administration systems * Demonstrates excellent communication skills (written and verbal) * Ability to conduct detailed analysis and document findings * Procedure execution and process improvement * Quality-first mindset The Value You Deliver * Develop project plan to facilitate migration from one administrative platform to another * Adhere to project and program management standards * Supporting all project roles * Interface and integrate with Product Roadmap liaisons to promote system and tool updates * Ability to leverage online workflow tracking tools, including Monday.com and JIRA is a plus * Design and implement project strategy including risk tracking, status tracking, milestones and deliverables * Partnering with the Director Client Consultant and all other work-stream leads to meet project deliverables How Your Work Impacts the Organization Fidelity's healthcare administrative services are backed by the service, trust, and experience that have helped Fidelity become America's Retirement Leader. With over 20 years of experience in Health & Welfare administration, we are utilizing our experience to bring health and wealth together to drive better outcomes for our clients. In this role, you will be uniquely positioned to deliver the service to achieve those goals. Certifications: Category: Client Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Senior Associate on the 5500-QDRO Team is responsible for working with clients to complete government Form 5500 filings for DB, DC, and Health & Welfare plans for a book of business containing clients with small to large plans. The Senior Associate works on plans of varying complexity and is responsible for keeping current with ERISA, DOL, and IRS regulations. Other responsibilities include managing client relationships with service providers - such as auditors, trustees, record keepers, and insurance agents; acting as a technical resource for clients, colleagues, and various internal business partners; peer-reviewing the work of Associates on the team; and serving as a mentor for others. The Senior Associate may also provide support for our QDRO (Qualified Domestic Relations Order) processing activities. The Expertise and Skills You Have * Specific experience with Form 5500 and related filings required * Experience with Form 5500 filing software (FT William, Relius, EFast, etc.) * 7+ years working with DB, DC, or Health & Welfare plans * Bachelor's Degree or equivalent work experience * Outstanding client consulting skills * Excellent coaching skills * A deep understanding of form 5500 and related filing work. * You are technically inclined with application experience and proficiency (e.g.- Excel, Word, PowerPoint, database tools, ad-hoc query development, etc.). * Strong project management skills, the ability to balance/prioritize multiple projects, and an understanding of risk and time management. * Ability to work within budgeted timeframes to maintain client profitability without sacrificing quality. * Impressive oral and written communication skills. * Focus on quality, details, and meeting client expectations. * Strong customer service approach. * Organized, self-motivated, and focused on meeting deadlines Note: Fidelity will not provide immigration sponsorship for this position. The Value You Deliver * Act as a subject matter expert for questions regarding 5500 services to our internal business partners and colleagues. Keep current with ERISA, DOL, and IRS regulations regarding 5500 reporting. * Work with Fidelity colleagues, clients, and third parties to onboard new clients. * Accurately, efficiently, and timely prepare Form 5500 filings and provide related consulting for DB, DC, H&W and Puerto Rico benefit plans. * Work with minimal direction and effectively prioritize workload based upon urgency, product/client importance, client/business partner expectations, and team goals. * Develop strong relationships with clients - including their service providers (auditors, recordkeepers, and insurance agents), and internal business partners - including Managing Directors, Operations Delivery Leaders, Consultants, COE colleagues, and Account Managers. * Peer-review the work of junior colleagues on the team and provide mentorship. * Work on special projects. * Expand overall knowledge of the Workplace Consulting Group. * Review/Qualify Domestic Relations Orders and prepare communications for involved parties. The Team This role will reside within Workplace Consulting's Center of Excellence (COE) organization. You will be responsible for a caseload of Form 5500 filings and QDRO work. Quality, attention to detail, and strict adherence to deadlines will be reflected in the work you deliver. You will support the COE's interests in collaborating with the cross product/functional subject matter experts, and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers. 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: Consulting

The Team The Security Reference team within Fidelity Fund and Investment Operations (FFIO) is a global investment data management organization that specializes in the sourcing and processing security data within MDM (Master Data Management) system. GDS provides data services for trading, accounting, compliance, performance and analytical data in support of global investment decision making organizations. Security Reference, a division of GDS, specializes in managing, integrating and validating vendor and Fidelity-defined data associated with investment entities (securities, issues, brokers, funds, portfolios and index data). Our work is highly collaborative and involves close coordination and superb communication with our clients, global team members, and key business and technology partners across Fidelity. The Principal Data Analyst will work with business partners to resolve complex data inquiries while providing high level of customer service. They will support Security Reference and Corporate Hierarchy Data operations in Merrimack NH, ensuring accuracy, timeliness, and compliance with governance standards. This team provides hands-on support to trading desks, enabling efficient and accurate investment decision-making. Knowledge in various loan instruments including Term Loans, Revolvers, and Real Estate Loans, as well Equity securities (Common Stocks, Preferred Stocks) that are used in the Direct Lending space. Experience with both private loans and syndicated loans is also preferred. The Expertise You Have * Bachelor's degree in Business/Finance or related field required * Financial Services Industry experience working with reference data preferred * Knowledge in various loan instruments including Term Loans, Revolvers, and Real Estate Loans * Knowledge in with Equity securities (Common Stocks, Preferred Stocks) that are used in the Direct Lending space. * Experienced in managing projects and/or small teams of people in and agile environment * Ability to multi-task, work under pressure, and meet tight deadlines * Teammate who takes initiative and thinks across Fidelity * Hands on work style with can do attitude with strong desire to make things happen * Preferred reporting tools experience such as SQL, Bloomberg and CusipWeb a plus The Skills You Bring * Strong leader and mentor that builds productive and collaborate relationships with team members * You are a team who takes initiative and leads to achieve team goals * Highly motivated, flexible, quality focused team player with excellent organizational skills * Ability to work at different levels of detail and can concisely summarize complex issues * Solid organizational and project management skills to navigate high volume setting with tight deadlines * Demonstrated ability to work independently and collaboratively with all levels of staff, management and other business partners * Strong learning agility to quickly understand and connect key concepts and dependencies The Value You Deliver * Formulates both tactical and strategic plans to increase productivity and to reduce risk * Liaise with customer, business partners, and systems to translate business requirements into data requirements, evaluating and recommending data solutions * Make recommendations for global operational enhancements * Participates in new product forums and works with GDS management consultancy team to stay abreast of industry news and developments * Reviews database queries to analyze and validate data for problem resolution for ad-hoc customer questions or issues * Participates and/or leads Operations Support projects and initiatives involving multiple business partners, provide subject matter expertise Note: Fidelity will not provide immigration sponsorship for this position Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Role The Director in TA Treasury Operations will be a strategic leader responsible for overseeing the governance, execution, and continuous improvement of enterprise-wide money movement processes supporting shareholder and client activity. This role ensures operational excellence across payment rails, including SWIFT, Fedwire, CHIPS, and emerging payment technologies. The Director will lead a high-performing team, manage key banking relationships, and drive initiatives that enhance the customer experience, mitigate risk, and ensure compliance with regulatory and internal policies. You will collaborate with other teams within Fidelity Funds and Investment Operations (FFIO) and business associates across the firm and will interact with senior members of FFIO's organizations with a high degree of autonomy. The Expertise and Skills You Bring * Bachelor's degree required; advanced degree or professional certification (e.g., CTP) preferred * Subject matter expert in treasury, banking, or investment operations, with a strong focus on money movement and payment systems * Deep understanding of domestic and international payment rails, including SWIFT, Fedwire, CHIPS, and ACH * Proven experience managing audits, risk controls, and regulatory compliance * Strong leadership, communication, and stakeholder management skills * Proficiency in Microsoft Office and treasury systems; experience with Excel macros (UDAs) is a plus * Outstanding analytical, conceptual thinking, project management, and problem-solving capabilities * Strong collaborative spirit and team-focused approach * Skilled in synthesizing sophisticated information into logical and easy-to-understand presentations for diverse audiences * Lead dialogue with key partners and offer well-reasoned recommendations to advise decision-making * Encourage and empower others, while building key partnerships * Strategic problem solver, who has a focus on innovation and driving results The Team The TA Treasury Operations Team is part of the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. The Fund Operations division provides back office operational support to Fidelity Retail and Institutional products, including books and records maintenance, securities' pricing, fund and security level performance analysis, financial reporting and tax work. The Alternative Accounting Team provides operational support for as well as performs the daily, monthly and quarterly pricing and bookkeeping for Fidelity's alternative and digital products as well as the ETF funds within FFIO. Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The 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.

The Role Fidelity Executive Services is looking for a Director to join the Strategy & Offering Team as they embark on a multi-year expansion of the Executive Services program. This role provides a great opportunity to work across multiple initiatives and workstreams towards this expansion, including the evolution of the service model and offering, it's positioning at Fidelity and in the marketplace, and how we go to market. The Director role is ideal for someone with a product management or strategy background, with experience across both workplace and our retail businesses. Primary duties of the position include: * Using data and insights to find opportunities, measure performance, and iterate on features to meet Executive Services program, sponsor, and participant needs * Leading multiple priorities and initiatives in partnership with Executive Services Product Area and Distribution Teams * Establishing goals and communicating progress/status to ES leadership and key partners at various levels * Highlighting risks, dependencies, and managing progression against determined milestones * Representing Executive Services and seeking opportunities to partner with other business units and business partners to leverage and scale solutions and ensure alignment and integration of deliverables across domains * Identifying and implementing process improvements to enhance program efficiency, engagement, and overall initiative outcomes The Experience and Skills You Bring * Bachelor's degree required; 10-12 + years of financial services experience with a focus on strategy / product management * Deep understanding of the Workplace, Wealth and Brokerage businesses * Outstanding prioritization skills and the ability to navigate multiple highly matrixed organizations * Ability to think and operate both strategically and tactically * Superb relationship-building skills * Analytical and problem-solving skills * Possesses a startup mentality with comfort navigating ambiguity and shifting priorities. You have experience in environments where speed, adaptability, and innovation are critical to success. * Leadership skills demonstrating the ability to lead cross-functional teams and influence without authority. * Thrives in a collaborative environment and can communicate effectively with both technical and non-technical teams. Note: Fidelity will not provide immigration sponsorship for this position. The Team Executive Services is an incredibly successful P/W program with a track record of well over a decade of creating lifetime relationships with Workplace Executives. The Executive Services Product Area is uniquely constructed and positioned to provide Executive Services Distribution with a steady, increasing number of qualified, engaged executives through an efficient program. Our job is to define the direction and opportunity of the program, create operational maturity, increase engagement across both Plan Sponsors and Participants, and to deliver both Participants and capabilities to our Distribution partners for the program's continued growth and success The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Product Management

The Role As a Principal Business Analyst, you will partner with a product lead to improve the communications journey for our customers by translating customer and business needs into actionable data solutions. With a holistic understanding of the digital product, this role is defined by the following responsibilities essential for successful outcomes: * Requirements Gathering & Analysis * User Stories and Acceptance Criteria• Legal, Risk, and Compliance Review and Approval * Testing and Validation * Customer Rollout Strategy, Planning, and Execution * Customer Data and Feedback Analysis and Reporting In this pivotal role, you will need to understand how the customer interacts with Fidelity's digital products, articulate the customer journey through visualizations, work with data experts to understand data sources, understand friction points for the customer, collaborate with other experts (product leads, UX/UI teams, technical teams) to explore potential solutions, document clear requirements for the development teams, lead product storytelling to varying audiences, partner with development teams through deployment of the solution, validate the solution during deployment and measure the impact of the deployed solution. The Skills and Expertise You Bring: * Bachelor's degree required * 8+ years of business analysis experience delivering digital experiences to customers. * Strong understanding of the digital product life cycle. * Customer-focused with a passion to solve challenges through a data driven approach. Expertise with Tableau, Power BI etc. is preferred. Familiarity with NPS/CSAT scores, Adobe Analytics is an advantage. * Familiarity with tools like JIRA, Confluence, Asana, Trello for mapping user requirements, process maps and analysis documentation. Able to identify and document dependencies across cross functional teams. * Strong story telling skills, conveying the vision and impact of digital solutions using data and visualization. Familiarity with industry standard design or prototyping tools like MIRO, Mural, Figma, Drawio, LucidChart is required. Experience with Product Analytics (Google Analytics, Pendo) is an advantage. * Conceptual understanding of microservices, database concepts (relational, NoSQL, Snowflake), cloud platforms like AWS, Azure , GCP is an advantage. * Having financial domain knowledge is a plus. * Experience working in an agile team required * An affinity for technology and stay up to date on industry innovations Note: Fidelity will not provide immigration sponsorship for this position The Team This role is aligned to a high impact product area within Fidelity that is focused on building common enterprise solutions for the greater good of our associates and customers' financial lives. We work on building scalable digital products that can be deployed across the enterprise leading to seamless customer experiences. Certifications: Category: Product Management Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Role Do you want to join a team focused on developing Next-Gen capabilities in Technology Risk? The Enterprise Technology Risk & Analytics (ETRA) group is seeking a passionate, driven and experienced professional to join the Enterprise Cybersecurity Risk team. This exciting role will include partnering with the various enterprise cybersecurity (ECS) functions to execute second line of defense risk activities such as performing risk assessments, evaluating applicability to external audit, testing controls, and supporting the design and implementation of new controls to mitigate emerging risks. This role will require strong networking and relationship management skills to collaborate with the various ECS teams including Application & Infrastructure Security, Workforce & Identity Management, External & Vendor Defense, Threat Detection and Response, Data Protection & Analytics, Information Security Office, and Fraud Intelligence Unit. The Expertise and Skills You Bring * 4-6 years' relevant work experience in information technology risk, cyber security, controls or audit roles * Experience in fraud risk frameworks a plus * Bachelor's Degree in Computer Science, Technology, or a related field of study preferred * Professional technology and associated risk certifications (CISSP, CISA, CRISC, CISM), Certified risk/fraud examiners (CRE, CFE), and/or Cloud Certification(s) (CCSP, CCSK, AWS) preferred * Experience performing Technology risk assessments, Control assessments or IT Audits or implementing Cybersecurity controls for large scale financial service organizations (cloud, distributed, vendor solutions, mainframe, and network environments) * Demonstrated technical abilities in multiple areas (e.g., technology infrastructure and application controls, cyber security, access management, network and cloud, resiliency, etc.) * Working knowledge of Cloud security and controls and cloud technology environments (AWS/Azure, SaaS, PaaS) * You have a strong knowledge of information technology processes and controls and a comprehensive understanding of risk, quality control and assurance functions. * Your love of solving complex problems, and comfort with ambiguous situations, and your ability to help solution innovative ways to mitigate risk using your advanced analytical and critical thinking skills * Your ability to build and maintain collaborative working relationships with Information Technology and Business personnel to design and assist in the execution of appropriate controls design and monitoring * Your process orientation and understanding of operations and technology enabling you to provide support in the analysis, development and monitoring of controls * Knowledge of Industry standards, frameworks and best practices, such as NIST SP 800-53, COBIT, AICPA Trust Principles, ISO27001, HITRUST is preferred * Knowledge of Governance, Risk, and Compliance (GRC) tools, such as Archer or Open Pages is preferred * Your excellent verbal and written communication skills enabling you to prepare and present recommendations to senior management Note: Fidelity is not providing immigration sponsorship for this position The Team You will report to the Technology Risk leader and work directly with a team of top-notch 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 Audit 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 ETRA 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.

In this role you will develop strong relationships with institutional clients and build internal working relationships with Fidelity personnel in support of existing and new business contract negotiation. The Team This role sits within the Sales organization in Workplace Investing. We work with prospects and existing clients through the sales process, renewal process, and during significant contractual changes during their relationship with Fidelity. Our group helps ensure that our prospects and clients have a positive, collaborative experience during the contracting process with Fidelity. The focus of the role is to provide contractual support on business related components of the contract. The Expertise You Have * College degree preferred * 10+ years of Relationship Management, Client Service, Implementation Project Management experience; preferably within Retirement/401K/Benefits industry. * FINRA SIE, Series 7, and 63 required; may be obtained in role The Skills You Bring * Extensive benefits/outsourcing experience with a strong knowledge of Fidelity contract provisions * Understanding of exception management processes and overall contract negotiation strategy/techniques * Ability to build effective relationships, influence outcomes and drive decisions with key senior internal and external executives * Proven capability to deliver to tight timeframes and be successful in fast moving environments * Outstanding oral and written presentation skills * Strong communication and facilitation skills with ability to describe and solve complex issues using clear, simple terms * Outstanding meeting facilitation and management skills * Maintains a solid working knowledge or understanding of the Fidelity organization and Fidelity's vast array of products, services, business solutions and structure * Comprehensive project management skills * Strong attention to detail and organizational skills * Flexibility and positive Team attitude * Product domain knowledge and expertise (e.g., Defined Contribution, Defined Benefit, Health and Welfare) The Value You Deliver * Serving as the primary point of contact, both internally and externally, to manage business negotiations and contract processes with clients, external search consultants, procurement, and legal counsel * Responsible for oversight of the contract process for new business and renewals, ensuring completion within required deadlines * Strategize with Managing Director (MD) on client renewal and with Account Executives (AE) on new sales opportunities * Initiating and facilitate renewal kick-off meetings to confirm renewal timeline, strategy, deliverables, and business owners * Consulting with the Sales team, Rebid team, or Managing Director in the development of business issue contract documentation * Working collaboratively with clients, Fidelity Contracts Team and internal business partners during contract negotiations in order to develop creative, flexible and integrated contract solutions in support of relationship management goals. * Mitigate contractual risk to the firm while maintaining overall client satisfaction with contracting process * Overall responsibility for the development, negotiation and final business documentation for the contract Agreement between Fidelity and our customers * Seeking solutions for service delivery & performance guarantees based on client requests during the contract process * Understanding of Fidelity pricing models and fee levers * Facilitating debrief meeting with stakeholders (formal hand-off to the team) * Responsible for all contract deal tracking and reporting within Salesforce * Ensuring contract decisions are supported by standard or approved exceptions for service model, SLAs, pricing, and terms * Overall responsibility for resolving business related issues throughout the negotiation process * Overall responsibility for the development, negotiation and final business documentation for the contract * Managing the escalation process * Providing periodic updates on relevant topics and contract trends to senior management. * Identify areas for contract process improvement or redesign and work to implement changes. The base salary range for this position is $130,000 - $190,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Sales Support

The Role Are you interested in corporate governance and want to be a part of a dynamic, collaborative environment? We are looking for a Corporate Governance Analyst in Fidelity Fund Investment Operations (FFIO) to support proxy voting and stewardship activities. You will assist in reviewing proxy materials, executing votes according to Fidelity's guidelines, and supporting engagement efforts with portfolio companies. This role offers exposure to governance trends, sustainable practices, and regulatory developments. * Review and analyze proxy statements, shareholder proposals, and governance disclosures. * Ensure timely and accurate vote execution using proxy platforms (ISS, Glass Lewis) and maintain compliance with regulatory requirements * Assist with research and preparation for discussions with portfolio company boards and senior executives on governance and compensation matters * Help prepare reports and summaries of voting activity, stewardship outcomes, and governance trends * Monitor and research trends in corporate governance, human and natural capital, and other emerging areas * Track regulatory developments (SEC rules, global governance codes) and help inform potential policy updates * Collaborate with internal stakeholders (investment teams, legal, compliance) and external vendors. The Expertise and Skills You Bring * Bachelor's degree; advanced degree preferred * 2-4 years of financial services experience * Intellectual curiosity and ability to take initiative to tackle problems, identify risks and raise issues appropriately * Ability to manage multiple priorities under tight deadlines with a strong sense of ownership and accountability. * Effective verbal and written communication and presentation skills * Strong sense of ownership, accountability and focus on achieving objectives * Experience with or interest in shareholder and corporate governance issues * Strong analytical skills with proficiency in Excel and data visualization tools (Power BI, Tableau). This dynamic Investment Proxy Research team within FFIO coordinates the proxy voting programs for Fidelity's affiliated advisors including FMRCo, FIAM, FIC, Strategic Advisers, and other internal business partners. Program activities include corporate governance research and analysis, portfolio company engagement, policy development, vote execution and operations, various reporting, and disclosure of vote activity. Note: Fidelity will not provide immigration sponsorship for this position Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Role and the Team IWMS (Institutional Wealth Management Services) is seeking an experienced Systems Analyst to join us in the design and development of innovative technology for financial advisors and their clients using the latest technology stack in a collaborative and engaging environment. You will play a leading role in the agile development of web applications used by thousands of Investment Professionals to deliver comprehensive brokerage solutions to their customers. You will drive the technical analysis and support of our IWMS Trading systems, including gap analysis and code research from user interface to middleware and backend. You will work closely with Product Owners and development teams to design, build, test, and deliver complex software solutions. Our development teams are highly collaborative and encourage creativity, innovation, and excellence. Your experience, skills, and input will be critical to our shared success. The Expertise and Skills You Bring * 10+ years of hands-on analysis experience supporting the development of complex, enterprise software solutions. * B.S. in Finance, Computer Science, Management Information Systems, or equivalent experience. * Brokerage experience and familiarity with Trading capabilities strongly preferred. * Experience researching, optimizing, developing, and authoring solution requirements, user stories, and specifications for moderate to complex software systems. * Experience in various systems analysis methodologies, including data analysis, data mapping, flowcharts, use-case development, story writing, set-up & configuration of systems, gap analysis, user acceptance testing, and product documentation. * Solid grasp and experience with Structured Query Language (SQL), querying relational databases, and programming in general. * Proven experience working with APIs - REST, SOAP, JSON, XML. * Experience collaborating with a User Experience Design team to gather and document user requirements, finalize front-end interfaces, ensure consistent user experience across platforms, and work with design tools like Figma. * Experience with agile development methodologies and collaborating with product teams, engineering teams, and business stakeholders. * Experience with generative AI tools to increase efficiency and quality. * Excellent facilitation, communication, and analytical skills. * Proactive, organized, highly responsive, and committed to quality. * Real passion for accuracy, clarity, and elimination of ambiguity. * Self-starter who can rapidly assimilate business processes, goals and objectives and distill them into well-defined requirements. * Dedicated, self-managed, energetic, passionate, and motivated with the ability to work independently to deliver results. 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.