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Description

Fidelity Investments Institutional Services Company (FIIS) provides investment management services through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies. FIIS' Advisor Distribution Group (ADG) currently has an opening for a Vice President, Field Wholesaler based in San Jose, CA. This individual will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with Investment Professionals within the mutual fund channel. The Vice President will interact with several different partners, including our internal FIIS distribution departments, sales management, Retirement Specialist and the Internal Wholesaler within the territory.

Primary Responsibilities

* Travel: throughout territory to generate new sales within all Distribution Channels

* Increase number of Investment Professionals doing business with Fidelity Advisor Distribution Group

* Maximize client relationships by assessing their business needs and offering creative solutions through Fidelity Advisor products, education, and services.

* Maintain and document sales activity to ensure production levels.

* Maintain and improve existing relationships through increased interaction, introduction of sales ideas and marketing support.

* Sponsor and participate in client seminars and events to increase Investment Professional's business.

* Liaison with FIIS internal groups to provide superior service, marketing and technology support, problem resolution

* Consult with Investment Professionals to help build their business/production through product knowledge, prospecting and lead generation expertise, industry and competitive data.

Qualifications

Education and Experience


* Bachelors Degree required

* Series 6 or 7 and 63 licenses required

* Minimum of 5 years experience in wholesaling or relevant financial product sales

Skills and Knowledge


* Position requires significant overnight travel, with the ability to work from home office when not traveling

* Field sales and territory management experience preferred.

* Must have in depth knowledge of mutual funds products and marketplace

* Excellent time management and organizational skills

* Superb stand-up presentation, communication and listening skills

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of over $3.1 trillion, including managed assets of $1.4 trillion, as of June 30, 2010. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Institutional

Primary Location

: CA-San Jose - Investor Center

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel

: Yes, 50% of the time]]> Sun, 05 Sep 2010 00:09:00 http://www.fidelity-jobs.com/job/San-Jose-Vice-President,-Advisor-Funds-Field-Wholesaler-Job-CA-95101/896145/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/San-Jose-Vice-President,-Advisor-Funds-Field-Wholesaler-Job-CA-95101/896145/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

Fidelity Investments Institutional Services Company (FIIS) provides investment management services through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies. FIIS' Advisor Distribution Group (ADG) currently has an opening for a Vice President, Field Wholesaler based in Minneapolis, MN. This individual will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with Investment Professionals within the Wirehouse channel. The Vice President will interact with several different partners, including our internal FIIS distribution departments, sales management, Retirement Specialist and the Internal Wholesaler within the territory.

Primary Responsibilities

* Travel: throughout territory to generate new sales within the Wirehouse Channel

* Increase number of Investment Professionals doing business with Fidelity Advisor Distribution Group

* Maximize client relationships by assessing their business needs and offering creative solutions through Fidelity Advisor products, education, and services.

* Maintain and document sales activity to ensure production levels.

* Maintain and improve existing relationships through increased interaction, introduction of sales ideas and marketing support.

* Sponsor and participate in client seminars and events to increase Investment Professional's business.

* Liaison with FIIS internal groups to provide superior service, marketing and technology support, problem resolution

* Consult with Investment Professionals to help build their business/production through product knowledge, prospecting and lead generation expertise, industry and competitive data.

Qualifications

Education and Experience


* Bachelors Degree required

* Series 6 or 7 and 63 licenses required

* Minimum of 5 years experience in wholesaling or relevant financial product sales

Skills and Knowledge


* Position requires significant overnight travel, with the ability to work from home office when not traveling

* Field sales and territory management experience preferred.

* Must have in depth knowledge of mutual funds products and marketplace

* Excellent time management and organizational skills

* Superb stand-up presentation, communication and listening skills

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of over $3.1 trillion, including managed assets of $1.4 trillion, as of June 30, 2010. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Institutional

Primary Location

: MN-Minneapolis

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel

: Yes, 50% of the time]]> Wed, 11 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Minneapolis-Vice-President,-Advisor-Funds-Field-Wholesaler-Job-MN-55401/904880/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Minneapolis-Vice-President,-Advisor-Funds-Field-Wholesaler-Job-MN-55401/904880/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

Fidelity Investments Institutional Services Company (FIIS) provides investment management services through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies. FIIS' Advisor Distribution Group (ADG) currently has an opening for a Vice President, Field Wholesaler based in Dallas or Houston, TX. This individual will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with Investment Professionals within the Wirehouse channel. The Vice President will interact with several different partners, including our internal FIIS distribution departments, sales management, Retirement Specialist and the Internal Wholesaler within the territory.

Primary Responsibilities

* Travel: throughout territory to generate new sales within the Wirehouse Channel

* Increase number of Investment Professionals doing business with Fidelity Advisor Distribution Group

* Maximize client relationships by assessing their business needs and offering creative solutions through Fidelity Advisor products, education, and services.

* Maintain and document sales activity to ensure production levels.

* Maintain and improve existing relationships through increased interaction, introduction of sales ideas and marketing support.

* Sponsor and participate in client seminars and events to increase Investment Professional's business.

* Liaison with FIIS internal groups to provide superior service, marketing and technology support, problem resolution

* Consult with Investment Professionals to help build their business/production through product knowledge, prospecting and lead generation expertise, industry and competitive data.

Qualifications

Education and Experience


* Bachelors Degree required

* Series 6 or 7 and 63 licenses required

* Minimum of 5 years experience in wholesaling or relevant financial product sales

Skills and Knowledge


* Position requires significant overnight travel, with the ability to work from home office when not traveling

* Field sales and territory management experience preferred.

* Must have in depth knowledge of mutual funds products and marketplace

* Excellent time management and organizational skills

* Superb stand-up presentation, communication and listening skills

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of over $3.1 trillion, including managed assets of $1.4 trillion, as of June 30, 2010. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Institutional

Primary Location

: TX-Dallas

Other Locations:

: TX-Houston - Investor Center

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel

: Yes, 50% of the time]]> Wed, 11 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Dallas-Vice-President,-Advisor-Funds-Field-Wholesaler-Job-TX-75201/904881/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Dallas-Vice-President,-Advisor-Funds-Field-Wholesaler-Job-TX-75201/904881/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description



Position Description:

Fidelity Investments Institutional Services Company (FIIS) provides investment management services through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies. The company offers Fidelity Advisor Funds®, Variable Insurance Product (VIP) Portfolios, the Fidelity Advisor 529 Plan, systematic investment plans, institutional money market funds and a comprehensive line of retirement products and services. Fidelity Investments Institutional Services Company's total assets under management are over $370 billion as of December 31, 2009. The Variable Insurance Investment Only sales desk currently has a new territory open for a Regional Investment Consultant. This individual will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships within the Variable Insurance market. The Regional Investment Consultant will interact with several different partners, including our internal FIIS distribution departments, sales management, relationship management and the Field Wholesaler within the territory.

Regional Investment Consultant

The Regional Investment Consultant is responsible for driving net sales and increasing market share within a defined group of Fidelity's insurance clients. The role requires developing relationships with our client's sales force including field wholesalers and sales desks. The position will be based out of Smithfield, RI.

Regional Investment Consultant's are on the phone proactively covering their client base. The Regional Investment Consultant's task during downtime is to effectively segment and target calling efforts to develop strong relationships and generate new sales. The Regional Investment Consultant's responsibility is to determine the needs of the Wholesaler and his/her client through probing questions, present solutions to this need, and ask for an appropriate action.

Primary Responsibilities:

* Drive Fidelity separate account and sub advised sales through insurance company variable annuity and variable life platforms

* Partner with elite variable annuity wholesalers from targeted clients to increase sales of Fidelity's suite of products.

* Develop and maintain relationships with top variable annuity producing financial advisors to help drive overall territory sales

* Cultivate relationships with key broker dealer insurance coordinators responsible for education and guidance on insurance product offerings

* Prepare and execute an effective wholesaling business plan including prioritization of client coverage, territory management

* Effectively deliver Fidelity's investment process, product positioning and performance to insurance company wholesalers and financial advisors

* Continue to develop in-depth knowledge of the insurance industry as well as client's product offerings

* Be recognized as an industry leader in retirement income planning and investment sophistication

* Participate in the development of income planning content, capabilities and tools to aid in the sales practice

Qualifications

Education and Experience


* Bachelors Degree required

* Series 7 and 63 licenses required

* Minimum of 3 -5 years industry experience in the defined contribution market and/or investment management sales

* CRPC designations preferred

Skills and Knowledge


* Maintains excellent communication, presentation and listening skills.

* Understanding of sales process.

* Thorough knowledge of Fidelity's funds, and changes within Fidelity and its products that impact the business, as well as sales and marketing strategies a plus

* Must have awareness of the competition, its people and products

* Currently stays on top of the local and national economy and financial markets activity

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of over $3.1 trillion, including managed assets of $1.4 trillion, as of June 30, 2010. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Institutional

Primary Location

: RI-Smithfield

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]> Sun, 05 Sep 2010 00:09:00 http://www.fidelity-jobs.com/job/Smithfield-Regional-Investment-Consultant-Variable-Insurance-Job-RI-02828/902319/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Smithfield-Regional-Investment-Consultant-Variable-Insurance-Job-RI-02828/902319/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description



Position Description:

Fidelity Investments Institutional Services Company (FIIS) provides investment management services through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies. The company offers Fidelity Advisor Funds®, Variable Insurance Product (VIP) Portfolios, the Fidelity Advisor 529 Plan, systematic investment plans, institutional money market funds and a comprehensive line of retirement products and services. Fidelity Investments Institutional Services Company's total assets under management are over $370 billion as of December 31, 2009. The Institutional Insurance - Retirement sales desk currently has a new territory open for a Regional Investment Consultant. This individual will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships within the Institutional Insurance Retirement market. The Regional Investment Consultant will interact with several different partners, including our internal FIIS distribution departments, sales management, relationship management and the Field Wholesaler within the territory.

Regional Investment Consultant

The Regional Investment Consultant is responsible for driving net sales and increasing market share within a defined group of Fidelity's insurance clients. The role requires developing relationships with our client's sales force including field wholesalers and sales desks. The position will be based out of Smithfield, RI.

Regional Investment Consultant's are on the phone proactively covering their client base. The Regional Investment Consultant's task during downtime is to effectively segment and target calling efforts to develop strong relationships and generate new sales. The Regional Investment Consultant's responsibility is to determine the needs of the Wholesaler and his/her client through probing questions, present solutions to this need, and ask for an appropriate action.

Primary Responsibilities:

* Manage and execute a highly sophisticated, multi decision maker institutional sales process in the defined contribution market primarily focused on plans $0-100M

* Partner with institutional sales personnel from industry leading Defined Contribution providers to position Fidelity's investment solutions and capabilities within each platforms (includes insurance, bank trust and broker-dealer).

* Develop and maintain relationships with industry leading Defined Contribution and Retirement advisors as well as producing Third-Party Administrators to help drive overall territory sales

* Cultivate relationships with key decision makers responsible for the mapping and retention of new and existing DC assets

* Prepare and execute an effective wholesaling business plan including prioritization of client coverage, territory management

* Educate, train and deliver institutional quality insights on investments and the capital markets to key client relationships

* Educate, train and deliver insights on the DC market ~ legislative issues, industry trends and best practices

* Participate in the development of defined contribution content, capabilities and tools to aid in the sales practice

Qualifications

Education and Experience


* Bachelors Degree required

* Series 7 and 63 licenses required

* Minimum of 3 -5 years industry experience in the defined contribution market and/or investment management sales

* CRPS, AIF designations preferred

Skills and Knowledge


* Maintains excellent communication, presentation and listening skills.

* Understanding of sales process.

* Thorough knowledge of Fidelity's funds, and changes within Fidelity and its products that impact the business, as well as sales and marketing strategies a plus

* Must have awareness of the competition, its people and products

* Currently stays on top of the local and national economy and financial markets activity

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of over $3.1 trillion, including managed assets of $1.4 trillion, as of June 30, 2010. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Institutional

Primary Location

: RI-Smithfield

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]> Sun, 05 Sep 2010 00:09:00 http://www.fidelity-jobs.com/job/Smithfield-Regional-Investment-Consultant-Defined-Contribution-Investment-Only-(DCIO)-Job-RI-02828/900888/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Smithfield-Regional-Investment-Consultant-Defined-Contribution-Investment-Only-(DCIO)-Job-RI-02828/900888/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description



Position Description

The mission of Fidelity Charitable Services® (FCS) is to be the premier provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS offers the Fidelity Charitable Gift FundSM, the nation's largest donor-advised fund and the Pooled Income Fund.

Primary Responsibilities

? Building awareness and positioning FCS products to financial, legal, and tax planning intermediaries

? Representing, building awareness, and positioning FCS products within the Fidelity distribution channels, especially Fidelity branches.

? Developing ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues

? Evaluating, identifying and managing a prospect list to meet goals in multiple channels

? Partnering with internal support team to develop a regional strategy for goal achievement

? Leveraging marketing campaigns and collateral to deliver a consistent message to each channel

? Meeting or exceeding stated territory goals

? Using internal technology for client relationship management and activity reporting

Qualifications

Education and Experience


? Proven sales or fundraising track record

? Interest/exposure to philanthropy, charitable fundraising and planned giving a plus

? 5+ years Financial Service intermediary sales experience preferred (mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience a plus

? B.A. or B.S. degree preferred

Skills and Knowledge


? Ability to adjust approach and messaging to the needs and nuances of different intermediaries

? Strong interpersonal and communication skill

? Strong public speaking experience and skills

? Strong time, territory management and organizational skills to maximize efficiency and productivity.

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of $3.2 trillion, including managed assets of more than $1.5 trillion as of January 31, 2010. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as through 5,000 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Sales & Relationship Management

Primary Location

: IL-Chicago

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: Yes, 75% of the time]]> Wed, 18 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Chicago-Outside-Charitable-Gift-Fund-Sales-Consultant-Chicago-Job-IL-60290/830033/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Chicago-Outside-Charitable-Gift-Fund-Sales-Consultant-Chicago-Job-IL-60290/830033/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description



Position Description

The Director Investment Product Management oversees a line of Fidelity mutual funds in the personal and workplace channels. Mutual funds are a major strategic focus for Fidelity, affording ample opportunity to network throughout the organization, and requiring a broad suite of skills, including excellent influence skills. The product manager must use business intellect, analytical skills, and high energy to move the business forward. The Investment Product Management is the business lead for his/her line(s) of funds, monitoring and analyzing sales, competitive trends, and product profitability. The Investment Product Management develops product positioning and sales/marketing strategies for sales force training and materials, events, the web site, video, and, in partnership with centralized marketing, advertising, direct mail, email, etc. The Investment Product Management conceives and drives changes to funds and the product line. Product management responsibilities include understanding fund performance and cash flows in light of current market trends, changes to the product line. Changes to the product line are done in conjunction with the fund management group, and include new product development, repositioning of existing individual funds, or mergers. The Investment Product Management leads multifunctional teams to implement and develop content for these initiatives, and is accountable for the successful outcome. As the champion for his/her products, the Investment Product Management proactively reviews all materials related to the distribution of his/her products and attends quarterly portfolio manager meetings.

Primary Responsibilities

* Analyze sales for each fund relative to events, competition and market conditions.

* Study competition to develop product ideas or selling strategies.

* Champion product with sales force (e.g., events) and internal partners (wholesalers, marketing).

* Review all legal and marketing materials for accuracy of positioning, pricing and performance.

* Develop content for fulfillment and web.

* Develop business plans and periodic fund line reviews.

* Work with Asset Management Division and Senior Management to research, develop and prioritize product concepts.

* Work with cross Fidelity team to implement launch (FMR, legal, operations, finance, etc.).

* Prepare reps to sell and market to retail consumers.

* Develop and execute internal and external communication strategy.

* Understand and communicate fund performance, considering current market conditions.

* Develop/maintain product positioning for each fund.

* Collaborate with fund management group to reposition or launch funds.

* Propose and implement changes to names, benchmarks, fees/loads, etc.

Qualifications

Education and Experience


* Bachelor's degree and typically 5 years related experience or MBA and 3 years.

* CFA or CFA track not required, but helpful.

Skills and Knowledge


* A working knowledge of third party investment analytical tools would be helpful (Morningstar Direct, Strategic Insight's Simfund and eVestment Alliance), but are not required at time of hire.

* Strong communication skills, influencing abilities, leadership and an eagerness to take initiative.

* Ability to successfully work in teams.

* Excellent product management abilities, organizational skills, analytical interests, problem-solving skills and in-depth knowledge of the industry.

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of $3.4 trillion, including managed assets of $1.5 trillion, as of April 30, 2010. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Investment Management

Primary Location

: MA-Boston

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]> Sun, 05 Sep 2010 00:09:00 http://www.fidelity-jobs.com/job/Boston-Director-Product-Management-Job-MA-02108/848551/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Boston-Director-Product-Management-Job-MA-02108/848551/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

Fidelity Investments Institutional Services (FIIS) provides investment management services through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies. The company offers Fidelity Advisor Funds®, Variable Insurance Product (VIP) Portfolios, systematic investment plans, institutional money market funds and a comprehensive line of retirement products and services. The Investment Director position within the Investment Consulting Services (ICS) group is a client facing role that serves to represent Fidelity's investment expertise in the advisor distribution channel. This role serves as the primary client-facing investment interface to our advisor clients and their clients (shareholders). The candidate should have a very strong investment background with strong communication skills. A knowledge of advisor distribution is helpful as well as an ability to handle required significant Travel: responsibilities.

Primary Responsibilities

* Act as the primary client-facing investment interface to our advisor clients, serving a key function of representing our investment management expertise in the field

* Travel with wholesaling staff throughout the U.S. to deliver presentations primarily on capital markets topics.

* Develop a keen awareness of how each of the portfolios within Fidelity's vast array of investment products is managed and what current thinking and positioning is in the portfolio. Speak with advisor clients about these specific funds.

* Build relationships across both external clients (advisors, shareholders, boards of trustees, due diligence analysts, etc.) and internal clients (wholesalers, sales management, relationship management, etc.).

* Collaborate and partner with ICS staff and other investment professionals.

Qualifications

Education and Experience


* 10+ years investment related experience and a background in Finance, Economics or Marketing

* Series 6/7 and 63 required

* CFA or MBA preferred

Skills and Knowledge


* Must be able to gain instant recognition by clients as an investment expert

* Demonstrated investment acumen and capital markets knowledge

* Superior communication skills

* Must be able to work in a team environment with strong investment professionals

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of nearly $3.4 trillion, including managed assets of nearly $1.5 trillion as of April 30, 2010. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as through 5,000 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket, a leading online brokerage firm and one of the largest providers of custody and clearing services to financial professionals. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Investment Support

Primary Location

: CA-San Francisco

Other Locations:

: CA-Los Angeles, TX-Dallas

Schedule:

: Full-time

Job Level:

: Director

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel

: Yes, 50% of the time]]> Sun, 15 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Dallas-Vice-President,-Investment-Consulting-Director-Job-CA/854242/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Dallas-Vice-President,-Investment-Consulting-Director-Job-CA/854242/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description



Position Description

The VP Investment Product Management oversees a line of Fidelity mutual funds in the personal and workplace channels and a team of Product Management Directors and/or Analysts. This team will develop and implement revenue-generation strategies, sales support programs and events, and new product launches. Mutual funds are a major strategic focus for Fidelity, affording ample opportunity to network throughout the organization, and requiring a broad suite of skills, including excellent influence skills. The product manager must use business intellect, analytical skills, and high energy to move the business forward. The VP Investment Product Management is the business lead for his/her line(s) of funds, monitoring and analyzing sales, competitive trends, and product profitability. The VP Investment Product Management develops product positioning and sales/marketing strategies for sales force training and materials, events, the web site, video, and, in partnership with centralized marketing, advertising, direct mail, email, etc. The VP Investment Product Management conceives and drives changes to funds and the product line. Product management responsibilities include understanding fund performance and cash flows in light of current market trends, changes to the product line. Changes to the product line are done in conjunction with the fund management group, and include new product development, repositioning of existing individual funds, or mergers. The VP Investment Product Management leads multifunctional teams to implement and develop content for these initiatives, and is accountable for the successful outcome. As the champion for his/her products, the VP Investment Product Management proactively reviews all materials related to the distribution of his/her products and attends quarterly portfolio manager meetings.

Primary Responsibilities

* Analyze sales for each fund relative to events, competition and market conditions.

* Study competition to develop product ideas or selling strategies.

* Champion product with sales force (e.g., events) and internal partners (wholesalers, marketing).

* Review all legal and marketing materials for accuracy of positioning, pricing and performance.

* Develop content for fulfillment and web.

* Develop business plans and periodic fund line reviews.

* Work with Asset Management Division and Senior Management to research, develop and prioritize product concepts.

* Work with cross Fidelity team to implement launch (FMR, legal, operations, finance, etc.).

* Prepare reps to sell and market to retail consumers.

* Develop and execute internal and external communication strategy.

* Understand and communicate fund performance, considering current market conditions.

* Develop/maintain product positioning for each fund.

* Collaborate with fund management group to reposition or launch funds.

* Propose and implement changes to names, benchmarks, fees/loads, etc.

Qualifications

Education and Experience


* Bachelor's degree and typically 5 years related experience or MBA and 3 years.

* CFA or CFA track not required, but helpful.

Skills and Knowledge


* A working knowledge of third party investment analytical tools would be helpful (Morningstar Direct, Strategic Insight's Simfund and eVestment Alliance), but are not required at time of hire.

* Strong communication skills, influencing abilities, leadership and an eagerness to take initiative.

* Ability to successfully work in teams.

* Excellent product management abilities, organizational skills, analytical interests, problem-solving skills and in-depth knowledge of the industry.

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of $3.4 trillion, including managed assets of $1.5 trillion, as of April 30, 2010. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Investment Management

Primary Location

: MA-Boston

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]> Sat, 04 Sep 2010 00:09:00 http://www.fidelity-jobs.com/job/Boston-VP,-Investment-Product-Management-Job-MA-02108/845399/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Boston-VP,-Investment-Product-Management-Job-MA-02108/845399/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

Inside Wholesaler - Business Development Rep - Sales Rep - Distict Sales Associate (Vancouver, Calgary, Montreal, Toronto)

We are looking for individuals interested in future opportunities to join our sales team.

The Inside Wholesaler role develops and maintains relationships with Investment Professionals, with the focus on building sales momentum.

Primary Responsibilities

* Work as a part of a team in a high- paced, energetic sales environment.

* Work with a Wholesaler to determine the best approach to the assigned territory

* Proactively contact existing clients to educate them about Fidelity's products, and how they could use Fidelity's product line to build their business.

* Establish and maintain relationships with current and new clients

Qualifications

Education, Experience and Licenses

* 4 year Bachelor's degree

* Completion of Canadian Securities Course (CSC) and/or the Investment Funds Institute of Canada (IFIC) - Sales

* 2+ years work experience in the financial services industry

* Completion of or enrolment in a financial services industry program (e.g. CFA, CFP, CIM etc.) is an asset

Skills and Knowledge


* Solid understanding of Canadian financial markets

* Ability to build credibility and rapport with clients over the phone

* Strong listening and communication skills with the ability to simplify complicated financial concepts

* Ability to present solutions that are on target for clients and motivate them to take action

* Ability to prioritize, organize and execute sales plans

* Strong customer relationship management skills

* Ability to work in a team environment

Fidelity offers a comprehensive compensation package. For this role the package includes a competitive base salary, commission and top notch benefits and perks.

Fidelity Investments Canada is part of the Fidelity Investments organization of Boston, one of the world's largest providers of financial services. In Canada, Fidelity manages over $56 billion in mutual fund and corporate pension plan assets ($CAD, as at March 31, 2010) and offers Canadian investors a full range of domestic, international and fixed-income mutual funds. Fidelity funds are available through a number of advice-based distribution channels including financial planners, investment dealers, banks, and insurance companies. Fidelity Retirement Services (FRS) manages defined benefit assets on behalf of corporate clients across Canada.

Fidelity Worldwide

Fidelity has been managing mutual funds since 1946. Worldwide, Fidelity serves over 20 million investors, offers more than 400 mutual funds, and has total managed assets of more than U.S. $1.5 trillion (as at March 31, 2010).

Fidelity has research offices in Boston, London, Tokyo and Hong Kong and employs more than 900 portfolio managers, analysts and traders

Education Level

: Bachelor's Degree (±16 years)

Job

: Institutional

Job Level:

: Individual Contributor

Job Type

: Standard

Overtime Status:

: Exempt

Primary Location

: ON-Toronto

Schedule:

: Full-time

Shift:

: Day Job

Travel:

: Yes, 25% of the time]]> Sun, 05 Sep 2010 00:09:00 http://www.fidelity-jobs.com/job/Toronto-Inside-Wholesaler,-Business-Development-Rep,-Sales-Rep,-District-Sales-Associate-(Cal-Job-ON/851464/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Toronto-Inside-Wholesaler,-Business-Development-Rep,-Sales-Rep,-District-Sales-Associate-(Cal-Job-ON/851464/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

Inside Wholesaler - District Sales Associate (Ontario)

An immediate opening exists.

If you have already applied to posting 1002404 - Inside Wholesaler, Business Development Rep, Sales Rep, District Sales Associate (Calgary, Montreal, Toronto, Vancouver) please do not submit another application. We will review all applications to both postings.

The Inside Wholesaler role develops and maintains relationships with Investment Professionals, with the focus on building sales momentum.

Primary Responsibilities

* Work as a part of a team in a high- paced, energetic sales environment.

* Work with a Wholesaler to determine the best approach to the assigned territory

* Proactively contact existing clients to educate them about Fidelity's products, and how they could use Fidelity's product line to build their business.

* Establish and maintain relationships with current and new clients

Qualifications

Education, Experience and Licenses

* 4 year Bachelor's degree

* Completion of Canadian Securities Course (CSC) and/or the Investment Funds Institute of Canada (IFIC) - Sales

* 2+ years work experience in the financial services industry

* Completion of or enrolment in a financial services industry program (e.g. CFA, CFP, CIM etc.) is an asset

Skills and Knowledge


* Solid understanding of Canadian financial markets

* Ability to build credibility and rapport with clients over the phone

* Strong listening and communication skills with the ability to simplify complicated financial concepts

* Ability to present solutions that are on target for clients and motivate them to take action

* Ability to prioritize, organize and execute sales plans

* Strong customer relationship management skills

* Ability to work in a team environment

Fidelity offers a comprehensive compensation package. For this role the package includes a competitive base salary, commission and top notch benefits and perks.

Fidelity Investments Canada is part of the Fidelity Investments organization of Boston, one of the world's largest providers of financial services. In Canada, Fidelity manages over $56 billion in mutual fund and corporate pension plan assets ($CAD, as at March 31, 2010) and offers Canadian investors a full range of domestic, international and fixed-income mutual funds. Fidelity funds are available through a number of advice-based distribution channels including financial planners, investment dealers, banks, and insurance companies. Fidelity Retirement Services (FRS) manages defined benefit assets on behalf of corporate clients across Canada.

Fidelity Worldwide

Fidelity has been managing mutual funds since 1946. Worldwide, Fidelity serves over 20 million investors, offers more than 400 mutual funds, and has total managed assets of more than U.S. $1.5 trillion (as at March 31, 2010).

Fidelity has research offices in Boston, London, Tokyo and Hong Kong and employs more than 900 portfolio managers, analysts and traders

Education Level

: Bachelor's Degree (±16 years)

Job

: Institutional

Job Level:

: Individual Contributor

Job Type

: Standard

Overtime Status:

: Exempt

Primary Location

: ON-Toronto

Schedule:

: Full-time

Shift:

: Day Job

Travel:

: No]]> Sun, 22 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Toronto-District-Sales-Associate-(Ontario)-Job-ON/884582/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Toronto-District-Sales-Associate-(Ontario)-Job-ON/884582/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

Business Overview

Fidelity Investments Institutional Services Company (FIIS) provides investment management services through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies. The company offers Fidelity Advisor Funds®, Variable Insurance Product (VIP) Portfolios, the Fidelity Advisor 529 Plan, systematic investment plans, institutional money market funds and a comprehensive line of retirement products and services. Fidelity Investments Institutional Services Company's total assets under management are over $293 billion.

Regional Investment Consultant (RIC)

Looking for a career selling Fidelity products and services to Investment Professionals? You should join a growing part of Fidelity as we expand our sales team.

We are currently seeking highly motivated individuals to join our expanding Regional Investment Consulting team located in Westlake, TX. The successful candidates will be responsible for developing and maintaining relationships with our intermediary clients, with the focus on building sales momentum in our Advisor Sold Mutual Funds business.

The Regional Investment Consultant's role is instrumental in delivering sales and market share growth. Working with business partners, both in the field and on the sales desks, will be essential to acquiring, developing and retaining profitable client relationships. Each day, the RIC spends time focusing on top producers and conducts business via the phone building relationships with prospects and clients in their territory.

Regional Investment Consultant's are on the phone proactively covering their client base. The RIC's task during downtime is to effectively segment and target calling efforts to develop strong relationships and generate new sales. The RIC's responsibility is to determine the needs of the Investment Professional through probing questions, present solutions to this need, and ask for an appropriate action.

Qualifications

Education and Experience
:

* Requires a minimum of 3 years advisor sales experience or sales within the financial services sector.

* Demonstrated success in a sales role

* Currently holds Series 7 license

* Formal sales training preferred

* Bachelors Degree or equivalent work experience required

Skills and Knowledge
:

* Thorough knowledge of Fidelity's funds, and changes within Fidelity and its products that impact the business, as well as sales and marketing strategies

* Must have awareness of the competition, its people and products

* Currently stays on top of the local and national economy and financial markets activity

* Understanding of a sales process.

* Maintains excellent communication, presentation and listening skills.

* Territory Management Skills

* Self Motivated and Driven attitude

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of over $3.1 trillion, including managed assets of $1.4 trillion, as of June 30, 2010. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Institutional

Primary Location

: TX-Westlake

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]> Wed, 25 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Westlake-Regional-Investment-Consultant-(Internal-Wholesaler)-Westlake,-TX-Fidelity-Inves-TX-76262/916749/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Westlake-Regional-Investment-Consultant-(Internal-Wholesaler)-Westlake,-TX-Fidelity-Inves-TX-76262/916749/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

Brokerage Institutional Products Group Audit provides coverage for the Institutional Products Group businesses including correspondent clearing, treasury, operational services and capital markets supporting our correspondent clients, Fidelity's retail brokerage units, registered investment advisor and wholesale mutual fund distribution channels.

Works on the Brokerage Institutional Products Group Audit team. Completes tasks independently but receives direction and oversight from more senior Audit staff and management. Scope of work is broadly defined within a specific business and typically involves more complex processes or issues. Provides some direction for less experienced audit staff. In certain cases will manage the work of a smaller project-specific team.

Primary Responsibilities

* Evaluate the trading, operational, and financial practices of the Capital Markets business to ensure compliance with established procedures and regulatory requirements

* Demonstrate strong understanding of audit practices including: risk types, types of mitigating controls, process flows and identification of critical control points, and sampling methods

* Work on multiple tasks as assigned and manage priorities

* Document work performed in organized workpapers meeting Audit's standards

* Employ and leverage current and emerging audit tools and techniques

* Perform technical research as necessary using internal and external source material

* Identify control enhancement / improvement opportunities

* Escalate significant audit issues identified and proposed manner of resolution

* Draft assigned sections of audit reports that provide a clear description of issues identified, related implications to the business, and recommendations to resolve the issues

* Plan and conduct effective meetings with Audit personnel, clients, and other third parties

* Maintain effective working relationships at all levels of management in client organizations

* Develop and maintain peer relationships with auditors to share best practices

Qualifications

Education and Experience


* Bachelors Degree in Finance, Accounting, or related field of study

* Professional audit certifications preferred (CIA, CPA, CISA, etc.)

* Financial Services industry experience preferred

* Relevant audit or audit-related experience (3-7 years)

* Project management experience

Skills and Knowledge


* Excellent analytical and communication skills

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of over $3.2 trillion, including managed assets of $1.5 trillion as of February 28, 2010. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as through 5,000 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket, a leading online brokerage firm and one of the largest providers of custody and clearing services to financial professionals. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Legal/Compliance/Audit

Primary Location

: MA-Boston

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]> Sun, 05 Sep 2010 00:09:00 http://www.fidelity-jobs.com/job/BOSTON-Senior-Audit-Analyst-Job-MA-02108/795951/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/BOSTON-Senior-Audit-Analyst-Job-MA-02108/795951/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

National Financial, a Fidelity Investments company, offers broker-dealer firms access to a comprehensive clearing platform, inclusive of a dedicated service model, a powerful global trading platform, and a source of leading investment solutions, all designed to help them grow confidently. National Financial's comprehensive offering enables it to serve broker-dealers of various types and sizes that can serve their evolving needs. In addition to being a leading clearing provider in the U.S. for nearly 30 years, National Financial leverages the strength and experience of Fidelity Investments, one of the world's largest providers of financial services. The Business Analyst is responsible for documenting the business requirements, user stories/use cases, buyer and user personas, current and proposed business processes in support of large, complex multi- year initiatives related to the clearing firm's technology platform. This position will partner closely with business experts to jointly deliver significant enhancements to the National Financial platform over a multi-year period. This position requires significant knowledge of broker/dealers, brokerage products and the hierarchy of broker/dealer organizations.

Primary Responsibilities

* Assume responsibility for engaging clients and prospects to understand workflow and needs and document business requirements and use cases.

* Champion the business in all project discussions.

* Analyze business processes and document current and future state.

* Keep management team apprised of project status through project documentation and presentations.

* Resolve conflicts and pursue solutions that all parties can support while furthering the goals of the organization.

* Coordinate activities of multiple business and technology functional groups to ensure project success.

Qualifications

Education and Experience


* 5+ years financial service experience

* 5-7 Years Business Analysis and Project Management experience in a web based software development or business process reengineering environment

* Bachelor's degree preferred or equivalent experience. Masters degree a plus.

* Experience in an institutional or retail brokerage environment

* Experience supporting/managing complex, multi-year initiatives

Skills and Knowledge


* Solid understanding of requirements development process

* Knowledge of financial markets and products

* Demonstrated ability to write use cases and requirements

* Demonstrated understanding of brokerage organizations and hierarchy

* Strong project management skills

* Strong facilitation skills

* Strong analytical skills

* Strong interpersonal and influence skills

* Effective conflict resolution and change management skills

* Excellent time management skills

* Formal Project Management or Business Analysis training desirable

* Understanding of agile development methodologies preferred

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of more than $3.2 trillion, including managed assets of $1.4 trillion, as of May 31, 2010. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Business Analyst

Primary Location

: NY-New York

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]> Sun, 05 Sep 2010 00:09:00 http://www.fidelity-jobs.com/job/New-York-Business-Analyst,-Technology-Platform-National-Financial-Job-NY-10001/872075/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/New-York-Business-Analyst,-Technology-Platform-National-Financial-Job-NY-10001/872075/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description



Position Description

As a Financial Representative, you will be part of a highly structured, fast-paced team oriented environment focused on enhancing relationships, and building customer loyalty while using the web to guide and navigate our customers to online solutions. Our customers have varied short and long term needs that may include planning for retirement, saving for a child's education, or simply being financially prepared for major life events. You will be responsible for engaging, educating and empowering our customers and providing guidance to help them achieve financial success today and in the future.

In this role, you will be a key team member of our financial service center in American Fork, Utah. To be successful, you will need to obtain your Series 7 & 63 licenses if you do not already posses them. The training provided to prepare you for the licensing process will give you the necessary knowledge and expertise to effectively interact with our customers. In support of your licensing requirements, you will participate in a Fidelity sponsored 22-week on boarding program. This is a comprehensive industry leading program that will uniquely prepare you for the rewards and challenges of a successful career in financial services.

Primary Responsibilities

* Interact with customers via inbound calls, responding to requests for information and assistance with their brokerage accounts on account features, balances, transaction and distribution information

* Engage in insightful conversations with clients regarding equity markets, fixed income markets, international markets, and economic conditions

* Lead customers to an understanding of the options or solutions that are applicable to their situation, demonstrating how features and benefits match their needs

* Effectively use on-line resources, including Fidelity.com and a Microsoft Windows-based workstation in an inbound phone center to execute trades, discuss Fidelity's wide range of products and services, provide market news and quotes, provide tax and retirement related information, and capture and analyze customer financial data

* Facilitate timely, accurate and efficient transactions

Qualifications

Education and Experience


* Associates and/or Bachelors Degree (or equivalent experience)

* Financial services experience preferred but not required

* Series 7 and/or 63 preferred but not required

Skills and Knowledge


* Excellent consultative, rapport-building and communications skills

* Experience using a Windows-based computer platform

* Strong mathematical and analytical skills

* Basic market knowledge and/or desire to become a subject-matter expert in the financial services industry

* Ability to contribute in a team-oriented environment and adjust to change while multi-tasking in a busy financial service center

Company Overview

Fidelity Investments is one of the world's largest providers of financial services. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as thousands of financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket, a leading online brokerage firm and one of the largest providers of custody and clearing services to financial professionals. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Client/Customer Service

Primary Location

: UT-American Fork

Schedule:

: Full-time

Job Level:

: Entry Level

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Variable

Travel:

: No]]> Sun, 05 Sep 2010 00:09:00 http://www.fidelity-jobs.com/job/Financial-Representative-American-Fork-Job/900885/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Financial-Representative-American-Fork-Job/900885/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

National Financial (NF), a Fidelity Investments company, offers broker-dealer firms access to a comprehensive clearing platform, inclusive of a dedicated service model, a powerful global trading platform, and a source of leading investment solutions, all designed to help them grow confidently. National Financial's comprehensive offering enables it to serve broker-dealers of various types and sizes that can serve their evolving needs. In addition to being a leading clearing provider in the U.S. for nearly 30 years, National Financial leverages the strength and experience of Fidelity Investments, one of the world's largest providers of financial services. The Senior Data Analyst will coordinate the implementation/conversion of correspondent broker/dealers to the NF Platform and into NF product offerings while working with key business partners, by assimilating the brokerage business to systems data analysis. The role will gather business requirements, converting those requirements to data conversion requirements as well as providing support to other associates within the department through training to increase their knowledge base and act as a resource to assist in more complex issues.

Primary Responsibilities

* Assimilate the brokerage business to systems data analysis by analyzing firm's files, data mapping, and file translations. Interpret systems output and translating it to the brokerage business environment.

* Develop account and asset conversion requirements and document system specifications. Validate and test output.

* Present data analysis to Correspondents and assist them in communication to their customers to minimize impact as the transition.

* Ensure automated conversion of customer accounts and customer holdings occurs seamlessly by reconciling conversion of assets.

* Coordinate analysis of security positions and brokerage account attributes including margin and cash balances, security Locations: and restrictions, account and firm position concentrations, etc.

* Organize and conduct data conversion project status meetings, including communicating status to internal project management, Fidelity business partners, outside vendors and the correspondent.

* Maintain detailed project plan, issues and action items list throughout the implementation, while documenting requirements and addressing operational process issues to accomplish business objectives; and determining required changes and their impact.

Qualifications

Education and Experience


*

Bachelor's degree preferred or equivalent experience. Masters degree is a plus

*

4-6 years financial services experience. Brokerage, Clearing or Custody experience a plus

*

Project Management experience a plus

Skills and Knowledge


* Knowledge of Brokerage operations, including NF's products and services a plus.

* Knowledge of Institutional and Commercial Banking a plus

* Strong verbal and written communications

* Strong analytical ability, judgment and problem solving skills

* Strong utilization of Project Life cycle methodology: active participant in one or more full life cycle projects

* In-depth knowledge of system and technology alternatives

* Ability to work effectively with business client and systems management and staff

* Experience with advanced analysis methodologies (data flow diagrams, case tool analysis, work & process flow diagrams)

* Works well in translating business requirements to technical resources (internal and external) in supporting the project

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of over $3.1 trillion, including managed assets of $1.4 trillion, as of June 30, 2010. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Business Analyst

Primary Location

: MA-Boston

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]> Tue, 24 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Boston-Senior-Data-Analyst-National-Financial-MA-02108/915593/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Boston-Senior-Data-Analyst-National-Financial-MA-02108/915593/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

Fidelity Investments is an international provider of financial services and investment resources that help individuals and institutions meet their financial objectives. In addition to more than 300 Fidelity mutual funds, we also offer discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, life insurance, human resources and payroll outsourcing services and much, much more. Corporate Accounting seeks to provide the senior management of Fidelity Investments and the operating management of the subsidiaries it supports with timely and accurate financial information prepared in accordance with Generally Accepted Accounting Principles and in a manner consistent with the financial policies of the corporation.

The position will be part of Corporate Accounting's Financial Risk and Controls team which is responsible for developing and running Fidelity's financial reporting risk management programs. These programs are designed to provide tools for Fidelity's business groups to effectively identify areas of financial risk within their business as well as the process to review mitigating controls.

Primary Responsibilities

* Assist in the development and implementation and lead components of the firm's Risk and Controls Assessment Program

* Assist in the vendor selection and implementation process for a Governance, Risk and Controls technology platform through which to manage the Risk and Controls Assessment Program

* Coordinate Risk and Control Assessment Program activities with External Auditors/Internal Audit Services

* Lead the firm wide rollout of consistent controls documentation & testing program framework

* Coordinate and review remediation efforts with Business Group Controllers

* Develop executive level presentations and communications supporting the Risk and Controls Assessment Program

* Respond to business unit financial risk and controls initiatives as necessary

Qualifications

Education and Experience


* Accounting degree

* CPA and or masters degree in accounting preferred

* Six years of relevant experience with at least two years in a management role

* Experience with a major public accounting firm preferred

* Experience with the design and implementation of Risk and Controls Assessment Programs preferred

Skills and Knowledge


* Ability to manage a team, see the big picture and plan ahead

* Strong interpersonal skills. Able to participate in and / or lead cross company activities

* Ability to multi task, work under pressure and hit deadlines

* Effective project management experience

* Robust written and verbal communication skills

* Able to think and act independently

* Experience with, or demonstrated ability to learn, complex financial systems and multi-dimensional reporting tools (i.e. - Oracle Financials and Essbase)

* Strong knowledge of Excel required

* Oracle/Essbase experience a plus

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of more than $3.3 trillion, including managed assets of $1.5 trillion, as of March 31, 2010. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Accounting

Primary Location

: MA-Boston

Schedule:

: Full-time

Job Level:

: Manager

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]> Sun, 22 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Accounting-Manager-Job/835427/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Accounting-Manager-Job/835427/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

National Financial, a Fidelity Investments company, offers broker-dealer firms access to a comprehensive clearing platform, inclusive of a dedicated service model, a powerful global trading platform, and a source of leading investment solutions, all designed to help them grow confidently. National Financial's comprehensive offering enables it to serve broker-dealers of various types and sizes that can serve their evolving needs. In addition to being a leading clearing provider in the U.S. for nearly 30 years, National Financial leverages the strength and experience of Fidelity Investments, one of the world's largest providers of financial services. The Institutional Training Consultant is responsible for developing and delivering a training plan to new institutional National Financial Correspondents. The Institutional Consultant is highly proficient in all area's of institutional processing, focusing on the following topics: Trading, Prime Brokerage, DVP settlement, Syndicates, and Clearance. The individual must also have a strong knowledge base in standard brokerage regulations and processing. This is a high profile position that deals directly with Sr. Management at the client site to facilitate a strong relationship between NF and the client.

Primary Responsibilities

*

Act as lead Institutional Consultant/Trainer for on-site training to home office personal for new and existing NF clients

*

Evaluate client processing requirements and assist in developing similar or more efficient work flows on NF platform

*

Consulting with other business units such as (Order Room, Purchase & Sales, Capital Markets, Product Management, Implementation, Sales, etc)

*

Mentor and cross train trainers and other business units on the unique requirements and procedures associated with Institutional clients.

*

Develop and/or review training materials (Trading and Institutional related)

*

Assist with potential sales prospects to help identify tradeflows and capabilities

Qualifications

Education and Experience


* Bachelor's degree required. MBA a plus

* 5-7 years financial experience, with a focus in the Brokerage, Clearing or Custody markets

* Series 7 required

Skills and Knowledge


* Ability to work in a fast paced, time sensitive work evironment

* Strong understanding of basic brokerage operations

* Strong understanding of DVP settlement, Trading, Purchase & Sales, Prime Brokerage, and Syndicate

* Strong understanding of the Clearing Industry in general

* General understanding of Securities Industry rules and regulations (TRACE, OATS,MSRB, ACT etc)

* Exceptional client facing/relationship building skills. Prior Training or Consulting experience a big plus

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of more than $3.1 trillion, including managed assets of $1.4 trillion, as of June 30, 2010. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Client Services

Primary Location

: MA-Boston

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: Yes, 50% of the time]]> Tue, 24 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Boston-Institutional-Training-Specialist-National-Financial-MA-02108/915586/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Boston-Institutional-Training-Specialist-National-Financial-MA-02108/915586/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

Reporting to the Senior Finance Director, the Accountant has accounting responsibilities for several corporate entities and non-profit foundations. The position requires the ability to work with all levels of management and staff of the Crosby Group.

Position Responsibilities

* Perform accounting for The Crosby Company and its wholly owned subsidiary, Cooperative Philanthropic Services

* Provide accounting support for the trusts and affiliated partnerships

* Participate in the preparation of the audited financial statements of The Crosby Company and several non profit foundations

* Prepare various internal and external financial, operational and statistical reports. These include monthly account reconciliations, balance sheets, financial statements and other adhoc requests from management and business partners

* Prepare client fee billing for Crosby Company and Cooperative Philanthropic Services

* Perform payroll accounting and benefits accounting for corporate entities

* Process New Hampshire office cash disbursements

* Recommend and participate in implementing financial systems, process improvements and accounting controls to ensure the quality and efficiency of financial accounting and reporting

* Respond to business partner inquiry over accounting related matters

* Participate in special projects providing accounting subject matter expertise

* Develop accounting policies and procedures

Qualifications

Education and Experience


* Undergraduate or graduate degree in accounting or finance. .

* 4-6 years of relevant finance and accounting experience including trust and partnership accounting.

* Prior experience preparing budgets and other financial reporting for management

* Understanding of accounting principles, practices and internal controls.

Skills and Knowledge


* Strong analytical, problem solving and organizational skills.

* Ability to work well independently and exhibit good judgment.

* Strong interpersonal, verbal and written communication skills.

* Experience with financial systems

Company Overview

The Crosby Group provides private wealth management and a broad range of family office and fiduciary services to a dynamic and sophisticated multi - generational family, its related trusts and charitable interests.

Job

: Finance

Primary Location

: NH-Salem

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]> Sun, 05 Sep 2010 00:09:00 http://www.fidelity-jobs.com/job/Salem-Accountant,-Crosby-Group,-Salem-NH-Job-NH-03079/896147/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Salem-Accountant,-Crosby-Group,-Salem-NH-Job-NH-03079/896147/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

In Personal and Workplace Investing (PWI), we empower people to be more productive at work and more prosperous in life. That means taking care of payroll services, talent management, healthcare, life and disability benefits... so our client companies can focus on their core business. The second part - "Empower people to be more prosperous in life" - captures what we strive to do for participants and employees... whether that's saving more for retirement or making the most of their workplace benefits to live more secure and prosperous lives.

Fidelity has over 100 investor center branches across the country and continues to open multiple new branches each year. Our branches offer a full range of investor products and services to individual mutual fund and brokerage customers- including personal needs-based investment guidance, wealth management, retirement planning, income strategies and college planning services. As one of three retail distribution channels within PWI, our investor center branches represent the face of Fidelity to our customers.



Position Description

The Investments Representative position serves as one of the first points of branch contact for walk in customers and prospects. This position will be responsible for initiating customer relationships through walk-ins and phone contacts. This position will be required to participate in and/or present branch seminars, call out nights and sales campaigns. This position may also function as a branch product coordinator, providing branch wide guidance on product and/or sales techniques for assigned area.

Primary Responsibilities

* Provide direction to new customers by being responsive to customer needs, inquiries and requests

* Cross sell Fidelity products and services

* Oversee resolution of some service issues as needed

* Organize and assist with the delivery of local branch seminars and ensure appropriate follow-up from these seminars

* Support branch CEI initiatives

* Address routine and non routine inquiries from customers and prospects

* Proactive inbound/outbound sales

* Seek referral opportunities and follow up on leads

* Partner with Financial Planning Consultant on complex client/prospect business opportunity

* Participate in execution of local marketing development plan

Qualifications

Education and Experience


* 2 or more years in financial services with an emphasis on customer service/sales

Skills and Knowledge


* Series 7 & 63 required prior to hire

* Series 65 must be obtained within 3 months of hire unless already has the 66 combo

* Insurance Licenses required (or to be obtained within 6 months of hire)

* Sales skills including product knowledge, presenting multiple options and proactive outbound calling efforts, ability to compare and contrast investments

* Demonstrated effective use of consultative skills, PC Skills and system knowledge

* Must have proven track record in relationship management and customer satisfaction plus be able to work with all levels of customers, managers and employees

Company Overview

Fidelity Investments is one of the world's largest providers of financial services. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as thousands of financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket, a leading online brokerage firm and one of the largest providers of custody and clearing services to financial professionals. For more information about Fidelity Investments, visitwww.fidelity.com.

Job

: Financial Sales

Primary Location

: AZ-Scottsdale - Investor Center

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: Yes, 25% of the time]]> Sun, 05 Sep 2010 00:09:00 http://www.fidelity-jobs.com/job/Investor-Center-Investments-Representative-Glendale,-AZ-Job/902312/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Investor-Center-Investments-Representative-Glendale,-AZ-Job/902312/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS