Qureos Mentor

Fidelity Investments

<div><h3 class="jobSectionHeader">Job Description:</h3>
This job requires you to live in the Greater Houston, TX area, as you will be working on local client campuses 4-5 days a week.
The Role
The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning &amp; Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.
Specific responsibilities include:<ul><li>
Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person</li><li>
Apply the Fidelity Relationship Model during participant interactions</li><li>
Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions
</li><li>Conduct ongoing engagement planning with plan sponsors</li><li>
Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs</li><li>
Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership</li></ul>
The Expertise and Skills You Bring
<ul><li>3 years of financial services experience required; BA required</li><li>
Series 7 and 66 required (or S63/S65)</li><li>
1-2 years of customer facing experience preferred</li><li>
Life &amp; Annuity Certification optional</li><li>
Demonstrated familiarity with Financial Planning Concepts</li><li>
Demonstrated planning experience preferred</li><li>
Demonstrated ability to independently problem solve/prepare for new challenges</li><li>
Willingness to engage in complex conversations with a clear call to action</li><li>
Ability to achieve mastery of fundamental planning and advice topics across Corporate &amp; Tax-Exempt Market (TEM) clients</li><li>
Willingness to travel (up to 75%)</li></ul>
The Team
The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.<ul><li>
Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.</li><li>
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.</li><li>
Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.</li></ul>
Joining WEPA means that you will:<ul><li>
UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors</li><li>
GROW in your skills to deliver more, world-class planning and education experiences for our participants</li><li>
WIN on behalf of our clients, our participants and Fidelity</li></ul>
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&rsquo; money.
Join Us
At Fidelity, you&rsquo;ll find endless opportunities to build a meaningful career that positively impacts peoples&rsquo; 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&rsquo; Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don&rsquo;t need a finance background to succeed at Fidelity&mdash;we offer a range of opportunities for learning so you can build the career you&rsquo;ve always imagined.
We invite you to Find Your Fidelity at fidelitycareers.com<h3 class="jobSectionHeader">
Certifications:</h3>
Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader">
Category:</h3>
Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity&rsquo;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.</div>

Workplace Financial Consultant - Houston, TX

<div><h3 class="jobSectionHeader">Job Description:</h3>
Job Title: Vice President, Finance
The Role
This role provides an opportunity to learn, grow and build your career with Fidelity Finance. As part of the Fidelity Institutional Finance Team, you will work with a diverse team using the latest tools and technology to develop and improve your finance skills.
Candidates will demonstrate outstanding analytical and problem-solving abilities, strong verbal and written communication skills and the ability to manage priorities and demonstrate flexibility in a fast-paced environment.<h3 class="jobSectionHeader">
The Expertise and Skills You Bring</h3><ul><li>
Bachelor's degree in Finance, Accounting, Economics, or equivalent; MBA or advanced degree a plus</li><li>
15+ years of proven experience with a track record in financial modeling and analysis</li><li>
Intellectual curiosity, flexibility, and willingness to learn new skills</li><li>
Clear communication: Strong verbal and written communication&mdash;able to translate complex financial data into concise narratives.
</li><li>Relationship building: Strong interpersonal skills and ability to establish trust with senior leaders and cross-functional teams.
</li><li>Outstanding critical thinking, problem solving, decision-making, and analytical skills</li><li>
Demonstrates initiative and a great teammate</li><li>
Variable compensation analytics</li><li>
Partnering across Fidelity to evaluate enterprise relationships</li><li>
Provide sales leadership insights based on pipeline, RFP, and activity analytics</li><li>
Demonstrate in-depth understanding of financial results, including key drivers, emerging trends, and anomalies to share with senior management to guide effective decision making</li><li>
Use tools and business knowledge to continuously provide informative information, reporting and analytics that evolve with changes in the business, including proactive thinking and analysis</li><li>
Develop sales projections for new products and markets</li></ul>
Note: Fidelity is not providing immigration sponsorship for this position<h3 class="jobSectionHeader">
The Team</h3>
The FI Distribution Finance Team collaborates with a variety of partners including senior management, finance, Human Resources and the strategy team to drive initiatives across Fidelity Institutional. This role will focus on providing financial support and analysis for both the Intermediary and Institutional distribution organizations.
The base salary range for this position is $130,000-$264,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;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&rsquo;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. Please consult with your recruiter for the specific expectations for this position.<h3 class="jobSectionHeader">
Certifications:</h3><h3 class="jobSectionHeader">
Category:</h3>
Finance</div>

Vice President, Finance

<div><h3 class="jobSectionHeader">Job Description:</h3>
Job Title: VP, Managing Director- 401K Relationship Manager
Note: Fidelity will not provide immigration sponsorship for this position
The Role 
As a Vice President, you will be responsible for building, maintaining and growing strong and committed client relationships with key decision makers, influencers and C- suite committee members. The Book-of-Business will be comprised of clients with a range of complexities, challenges and opportunities. The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions.
The Expertise and Skills You Bring<ul><li>
We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.</li><li>
We prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry.</li><li>
Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory.</li><li>
Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>
Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve client satisfaction.</li><li>
Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction within a book of business.</li><li>
Responsible for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals.</li><li>
Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes, revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</li><li>
Frequently works with consultants as appropriate to prepare for client meetings and follows up on Fidelity commitments post client meetings.</li><li>
In partnership with Consultant Relations, builds productive long-term relationships with consultants and/or advisors.</li><li>
Develops and maintains collaborative relationships across a broad spectrum of business partners to drive operational accuracy, efficiency and problem resolution. Leads internal team in problem resolution.</li><li>
Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</li><li>
Manages a diverse multi-product mix including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</li><li>
Differentiates Fidelity's benefits approach against competitive benefit solutions.</li><li>
Proactively evaluates client pricing and fees for appropriateness using all available pricing levers and client dynamics.</li><li>
Is responsible for collaborating with your extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</li><li>
Advocates for the client within the boundaries of sound financial judgment and long term Fidelity interests.</li><li>
Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</li><li>
Provides analysis and advice to resolve the needs of internal/external customers.</li><li>
Handles difficult client interactions and solves multi-dimensional book of business/client challenges. Solves issues and leads escalations appropriately.</li><li>
Excellent presentation, influence and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.</li></ul>
The Team
This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients lead a successful benefits program to improve their employees&rsquo; overall wellbeing.
The base salary range for this position is $120,000 - $200,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity&rsquo;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.<h3 class="jobSectionHeader">
Certifications:</h3>
Series 07 - FINRA, Series 63 - FINRA<h3 class="jobSectionHeader">
Category:</h3>
Relationship Management</div>

VP, Managing Director- 401K Relationship Manager

<div><h3 class="jobSectionHeader">Job Description:</h3>
Job Title: VP, Solutions Architect
Note: Fidelity will not provide immigration sponsorship for this position
The Role
This role works closely with Retention Executives to retain our largest corporate clients in support of WI sales and retention goals. As a Solution Architect, you are responsible for performing a comprehensive analysis of client requirements, comparing plan document provisions against our product and services, problem solving for unique plan features, and representing the Fidelity solution during the rebid process.
This role relies heavily on your knowledge of Fidelity&rsquo;s products, services and processes and your ability to think strategically, coordinate with clients and their consultants, and collaborate with internal business partners.
The Expertise and Skills You Bring<ul><li>
Defined Contribution and Defined Benefit expertise required</li><li>
Health &amp; Welfare expertise desirable</li><li>
Bachelor&rsquo;s degree, minimum; Master's degree preferred</li><li>
Minimum 10 years related product/ industry experience; 5+ years of Fidelity experience desirable</li><li>
Series 7 and 63 required (can be acquired in role)</li><li>
Approximately 50% travel requirement</li><li>
Leadership skills including coaching, mentoring, displaying Fidelity&rsquo;s core values in all situations</li><li>
Internal influence skills including organizational navigation and perspective, firmly established internal network, knowledge of exception processing and ability to articulate value versus risk of solutions</li><li>
Client-facing consultation skill to understand needs, influence, and articulate value vs. risk/reward</li><li>
Presentation skills at all levels (e.g., administrative, peers, executives), verbal and non-verbal, internal, and external including excellent written and verbal communication skills</li><li>
Industry/competitor knowledge and ongoing student of the business</li></ul><ul><li>
Strategic analysis of clients to identify potential administrative concerns which may require custom solutions and/or exception management</li><li>
Reviewing plan design, underwriting of legal plan documents, identifying non-standard product and service requirements</li><li>
Developing creative solutions, understanding the financial and operational impacts, owning internal exception approval process steps</li><li>
Providing subject matter expertise on retirement and benefit issues during the sales and rebid process</li><li>
Presenting Fidelity&rsquo;s differentiation in the employer benefits community through thoughtful proposal responses, high impact presentations, and coaching team members for presentations</li><li>
Collaborating with clients and representing the Fidelity value proposition as part of the broader solution offering.</li><li>
Catalyzing change within the team and business unit with an eye for customer needs</li><li>
Providing real time market feedback to product, systems, and marketing organizations</li></ul>
The Team
Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider.
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&rsquo;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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity&rsquo;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.<h3 class="jobSectionHeader">
Certifications:</h3>
Series 07 - FINRA, Series 63 - FINRA<h3 class="jobSectionHeader">
Category:</h3>
Sales Support</div>

VP, Solution Architect- Retirement Services Retention

<div><h3 class="jobSectionHeader">Job Description:</h3><div><div>
The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity&rsquo;s high net worth clients and their advisors. Depending on our client&rsquo;s needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advanced Planning and an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center or Regional Center in the states of MA or RI.
The Expertise and Skills You Bring<ul><li>
Bachelor&rsquo;s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation, CFA or CFP&reg;</li><li>
13-15+ years overall work experience with 7+ years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment</li><li>
FINRA Series 7 and 66 obtained within 90-days of employment</li><li>
Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)</li><li>
Retirement, financial, investment, and insurance planning preferred</li><li>
Experienced in working with business owners, start-ups/Pre IPO companies a plus</li><li>
Works independently and able to lead an assigned territory to drive High Net Worth client engagements</li><li>
Effectively coaches, develops, and applies junior team members</li><li>
Thrives in a team environment to provide an exceptional client planning experience</li><li>
Communicates complex subjects clearly and effectively</li><li>
Emotional intelligence to successfully bond with and communicate with clients and their advisors</li><li>
Possesses a solution-oriented, client-first work ethic</li><li>
Works independently, balances tasks, and prioritizes work to maintain efficiency</li><li>
Maintains a positive, professional demeanor, with a thoughtful approach to delivering successful customer outcomes</li></ul>
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
We are part of the Advanced Planning Leadership Development team collaborating with Fidelity&rsquo;s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client&rsquo;s unique financial goals and family dynamics</div></div>
The base salary range for this position is $150,000 - $165,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity&rsquo;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.<h3 class="jobSectionHeader">
Certifications:</h3>
Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader">
Category:</h3>
Relationship Management</div>

VP, Advanced Planning

<div><h3 class="jobSectionHeader">Job Description:</h3>
Note: Fidelity will not provide immigration sponsorship for this position
We are seeking a highly experienced Systems Analysis Expert to join our Brokerage Recordkeeping Technology team. This role is pivotal for individuals who excel in problem solving, analyzing complex systems, assisting in planning critical initiatives, and ensuring the seamless integration of systems and operations within cloud environments. The ideal candidate will bring a deep analytical aptitude, exceptional planning capabilities, focusing on data management, producer/consumer platforms, and integration among various Systems &amp; API platforms.
Primary Responsibilities:<ul><li>
Perform in-depth analysis of systems/products to aid in a large-scale technology migration program.</li><li>
Works with business and technology partners to identify, review, define, interpret, and clarify the scope of work in terms of business and/or system requirements and processes.</li><li>
Works with technology, architecture, and leadership to help drive overall systems analysis with future vision considering enterprise standards and requirements.</li><li>
Engage in collaborative planning with various partners to ensure alignment with organizational goals.</li><li>
Work across teams to perform analysis considering feasibility studies, risk assessment, dependencies, integration points, among various systems/subsystems which can comprise of Producers, Consumers, APIs, Data across Businesses to help drive outcomes.</li><li>
Understands available APIs/contracts and other data sources to come up with optimal way to integrate them.</li><li>
Develop comprehensive documentation of Systems architecture, operational workflows, ensuring clarity and accessibility for all partners.</li><li>
Ability to refine high level business requirements to technical blueprints.</li><li>
Facilitates sessions on Capabilities and functions, data management practices, and cloud strategies to improve team capabilities and readiness.</li><li>
Participates in the review and validation of Quality Assurance test plans to ensure requirements have been met.</li><li>
Contributes to tools and methodologies for efficient analysis and documentation.</li><li>
Recommends changes to existing systems design to achieve requirements and recommends designs for new systems based on requirements.</li></ul>
Essential Qualifications:<ul><li>
Bachelor&rsquo;s degree in Computer Science, Information Technology, or related field.</li><li>
6+ years of professional experience in systems analysis, with expertise working in APIs, Data, and distributed ecosystems particularly in customer-facing applications.</li><li>
Proven track record in conducting complex system analysis, identifying key areas for improvement, and planning system enhancements or migrations.</li><li>
Solid grasp of data management, data analysis concepts, including proficiency in SQL, Stored procedures, Databases etc.</li><li>
Outstanding analytical, thoughtful planning, and problem-solving skills, with the ability to translate sophisticated technical challenges into actionable plans.</li><li>
Good communication and collaboration abilities, adept at working with multi-functional teams and articulating technical concepts to a varied audience.</li><li>
Knowledge of cloud computing platforms, with a focus on AWS, including familiarity with cloud migration strategies and tools.</li><li>
Knowledge of Capability modeling, to align with the enterprise blueprint.</li><li>
Deep technical writing, story-writing and documentation using various tools.</li><li>
Fundamental understanding of technical architecture of n-tier systems, and may have direct experience working on developer tooling, APIs, Data, SDKs, and application ecosystems.</li><li>
Familiarity with integration testing, and observability tools such as Datadog and Splunk.</li><li>
Impactful communication and presentation skills, both to influence and educate business partners.</li></ul>
Desirable Skills:<ul><li>
Professional certifications in AWS Cloud Solutions and Project Management.</li><li>
Experience in leading or contributing towards cloud migration projects or modernization projects.</li><li>
Familiarity with regulatory and compliance requirements, ensuring alignment to industry standards.</li><li>
Experience in Financial Services institutions.</li><li>
Experience and knowledge of Enterprise Integration Patterns including pub/sub, event-driven/streaming and APIs</li></ul>
The Team
Fidelity Wealth teams provide direction and implementation to the experiences that enable our Retail customers to be financially successful. Your work, within the group, enables functionality developed throughout the firm to reach these customers and build the high-value interactions that will keep them coming back. As part of the team, you will be able to impact the speed, efficacy, and scale of the solutions that will serve these customers through forward-looking analysis and design.
You will have the opportunity to apply your thought leadership, contributing to the overall vision of Capabilities in our organization.
The base salary range for this position is $80,000-185,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;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&rsquo;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. Please consult with your recruiter for the specific expectations for this position.<h3 class="jobSectionHeader">
Certifications:</h3><h3 class="jobSectionHeader">
Category:</h3>
Information Technology</div>

Senior Systems Analyst

<div><h3 class="jobSectionHeader">Job Description:</h3>
Note: Fidelity will not provide immigration sponsorship for this position
SENIOR SOFTWARE ENGINEER &ndash; COBOL, JCL, DB2, VSAM &ndash; Grade 5
Seeking a Senior Software Engineer with superb technical skills to develop and maintain high volume, critical production platforms in the payment, taxation and reconciliation Platforms within the retirement services division of Workplace Investing Technology.
You will engage collaboratively with business and systems partners to deliver high quality and innovative software solutions. You are energized and enthusiastic to learn and grow to provide solid system stability to our applications. You will work closely with our financial operations partners and vendors and work on projects big and small to enhance the applications based on system requirements, product requirements, business requirements, or IRS/SEC requirements.
Join our teams working in a fast-paced environment, closely partnering with product, architecture, and other engineering teams. We offer dedicated time each month to develop new skills and investigate new technologies.<h3 class="jobSectionHeader">
The Skills You Bring</h3><ul><li>
7-10 years of software development experience in business critical, enterprise-wide applications</li><li>
Excellent mainframe skills in COBOL, CICS, DB2, VSAM, JCL, IBM Utilities, FileAID, Endevor, SQL, Debuggers, Schedulers, and IOMs</li><li>
Ability to perform detailed analysis for maintenance and enhancement projects in the batch and online environments.</li><li>
Design, deploy and support software releases into production environments</li><li>
Employ your data security skills to keep our customers&rsquo; information safe</li><li>
You are detailed oriented and execute thorough unit, functional and regression testing</li><li>
Ability to perform hands on detailed analysis</li><li>
Be proactive in your work in development and designing solutions</li><li>
Identifies the root cause of problems and designs and implements technical design solutions to address them</li><li>
Experienced in handling high severity/ critical production issues</li><li>
Excellent documentation skills</li><li>
Proven Experience writing COBOL/Native stored procedures is a plus (Nice to have/Willing to learn)</li><li>
Experience in Distributed Technologies (Nice to have/Willing to learn)</li></ul>
The Expertise You Have<ul><li>
You bring strong interpersonal and organizational skills coupled with effective and concise written and verbal communication skills</li><li>
Embrace flexibility and shift focus to meet the most pressing customer/client needs and the ability to work on multiple tasks depending on system or business needs</li><li>
You bring a growth mentality to work every day as you continue to learn new technologies and skills and seek to share that knowledge with your squad members</li></ul><h3 class="jobSectionHeader">
The Value You Deliver</h3>
Your primary focus is as a member of a team partnering closely with Product Areas aligned with business priorities to engage in re-architecting, design, code, test and deploy functional capabilities with innovative solutions.
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.<h3 class="jobSectionHeader">
Certifications:</h3><h3 class="jobSectionHeader">
Category:</h3>
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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity&rsquo;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.</div>

Senior Software Engineer (Mainframe)

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