http://www.fidelity-jobs.com/feeds/investment-banking-jobs-dallas/ Custom RSS Feed for investment-banking-jobs-dallas Thu, 09 Sep 2010 18:09:18 GMT en-us /sites/fidelity/images/header_logo.gif http://www.fidelity-jobs.com/feeds/investment-banking-jobs-dallas/ 720
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

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

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

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, insurance companies and register investment advisors. The company offers Fidelity Advisor Funds®, the Fidelity Advisor 529 Plan and 401K Plan, systematic investment plans, institutional money market funds and a comprehensive line of retirement products and services. The Divisional Sales Manager will provide leadership on a Divisional basis to a group of Retirement Specialists, and will implement the strategic direction established for the group to grow market share, assets and profitability.

Primary Responsibilities

* Implement the Strategic Sales Direction: The sales manager should understand the industry, financial markets, competitive influences, long term sales processes with an eye towards providing vision for success.

* Managing Key Client Relationships: The goal is to broaden relationships with key clients by meeting with them on a regular basis. The role must build strong relationships with the regional sales contacts of our major client firms.

* Working with Key Prospects to Win New Business: The manager's role is to act as a Senior Salesperson to help close new pieces of business. This is done through field sales calls and setting realistic sales strategies.

* Assume tactical day to day responsibilities for key FIIS business partner relationships which include, Product, Advisor Marketing, Strategic Marketing and Learning and Development

* Networking with other Fidelity institutional product companies to uncover Cross-Sell Opportunities: Relationships should be established with Fidelity companies where there are common interests and clients.

* Provide broad input for setting the strategic direction for the group to Business Unit head as well as other members of the Retirement Senior Leadership team.

Qualifications

Education and Experience


* BA / BS degree is required. Masters Degree Preferred

* Minimum of 10 years of broker dealer and financial intermediary sales and sales management experience is required.

* Retirement industry knowledge is strongly preferred.

* Proven leadership and managerial experience

* Series 6 or 7, 63 and 26 licenses are required for the position (the latter could be obtained).

Skills and Knowledge


* 65%-75% Travel: is required.

* Thorough knowledge of Fidelity's funds 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

* Maintains excellent communication, presentation and listening skills.

* Territory Management Skills

* Self Motivated and Driven attitude

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of nearly $3.1 trillion, including managed assets of nearly $1.4 trillion as of June 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

: Retirement

Primary Location

: TX-Dallas

Other Locations:

: CA-Los Angeles, MO-St. Louis, CA-San Francisco, UT-Salt Lake City, KS-Kansas City - Investor Center, CO-Denver, IL-Chicago

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, 05 Sep 2010 00:09:00 http://www.fidelity-jobs.com/job/Divisional-Sales-Manager-Retirement-Job/900884/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Divisional-Sales-Manager-Retirement-Job/900884/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description



Position Description

As a business unit within Custody Services, Fixed Income Trade Operations (FITO) works with Fidelity's trading desks, global custodians, broker dealers, and various internal business partners in support of Fidelity managed funds. FITO acts as a servicing center for Fidelity's US and Canadian mutual fund and institutional business managed across a global trading infrastructure. Core processing and services includes: US trade confirmation, settlement and fail management, derivative trade confirmation and post trade administration processing support and various other custody processing and reporting functions.

The Fixed Income Trade Operations group, a division of Custody Services, interfaces with custodian bank services in support of Fidelity's Fixed Income funds. The position involves frequent interaction with internal business partners, trading counterparties, custodian banks, and the Fixed Income trading desk.

Primary Responsibilities

* Perform all task associated with Fixed Income trade settlement including (but not limited to) VCON confirmation, settlement, failed trade management and repo trades.

* Provide Repo Collateral Management Oversight

* Assist with and participate in business partner and team projects and/or initiatives

* Identify and escalate issues, which could have significant impact on daily operations

* Provide exceptional service to the various supported asset managers

* Participate in future project opportunities and facilitate change in a rapidly developing environment

* Assist with development and review for new and/or changes to departmental policies and procedures

* Collaborate within team environment to successfully manage daily work volumes and quality standards

Qualifications

Education and Experience


* Four-year college degree or equivalent

* Financial services industry experience a plus

Skills and Knowledge


* Proficient PC knowledge

* Excellent interpersonal and communications skills

* Strong time management skills

* Ability to handle multiple projects and tasks simultaneously within a tight timeframe

* Good analytical skills

* Solid knowledge of business and industry practices

* Must be able to recognize high-risk items and escalate those items or seek assistance to minimize loss to either the shareholder and/or Fidelity

* Must have the ability to develop solid action plans to resolve daily operational issues/ problems

Corporate 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

: Custody Operations

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:

: Non-exempt

Travel:

: No]]> Wed, 01 Sep 2010 00:09:00 http://www.fidelity-jobs.com/job/Westlake-Trade-Operations-Analyst-TX-76262/923105/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Westlake-Trade-Operations-Analyst-TX-76262/923105/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

Fidelity Institutional Wealth Services is a leading provider of trading, custody and brokerage services to Registered Investment Advisors, Trust Institutions and Third Party Administrators. The company is able to leverage the capital, resources and expertise of the Fidelity organization, one of the world's largest financial services companies, on behalf of its clients. This includes access to a comprehensive set of products and services, innovative investment tools and research, an integrated brokerage and trust platform, and dedicated client service professionals - all designed to help its clients thrive by growing their businesses, more effectively meeting customer needs, and enhancing operational efficiency and profitability. Fidelity Institutional Wealth Services custodies nearly $410 billion in assets on behalf of over 3,300 clients, as of June 30, 2010. The Implementation Project Manager IV will ensure the seamless transition of Registered Investment Advisors (RIA), Third Party Administrators (TPA), Banks, and Trust Institutions from Sales prospect to IWS client, implementing IWS' client relationships with minimal direction; monitoring new client relationships, managing the overall Implementation process, and conversion of assets to IWS. The IPM IV will manage mid to large, complex projects with minimal or no direction. These projects will invariably require the development of customized project plans. The IPM IV must have the ability to manage projects involving multiple internal and external stake holders and successfully coordinate the activities of multiple Fidelity departments to facilitate mass transfers. The IPM IV will have a high degree of comfort will all of IWS' products and services and will be able to discuss the implementation of each in detail, considering the impact of the operational flows on our clients.

Primary Responsibilities

* Utilize Project Management techniques to plan and direct the overall asset conversion plans for new clients to IWS. Analyze the source and determine best methods to achieve successful conversion. In addition to possessing superior knowledge of IWS' normal transfer methods, the IPM IV will have the ability to plan and execute automated conversions.

* Manage the overall client relationship during the on-boarding experience, including setting appropriate client expectations and delivering on the customer experience index.

* Develop training plans for new advisors on IWS policies and procedures and corresponding business units, in order to ensure the client is fully prepared to do business with Fidelity.

* Act as a liaison on behalf of client to IWS organization to address client issues.

* Work with the client to resolve daily issues involving account set up, transfer of assets, account maintenance, and other customer service issues.

* Analyze the procedures, products, and business practices of the client to align with IWS' policies and procedures and negotiate mutually acceptable solutions and alternatives when necessary. Make recommendations on best practices.

* Work with the Sales and relationship management force to identify new business opportunities with clients in the implementation process. In addition to new clients, coordinate current clients who are increasing their relationship substantially with IWS and oversee the conversion of this new business opportunity.

Qualifications

Education and Experience


* Bachelor's degree in business or finance or equivalent experience. Advanced degree in business preferred.

* Minimum 5 years in financial services industry, including experience in an institutional or high net worth client management/relationship building role.

* Strong experience in Trust Custody, Trust Operations, and Brokerage products

* Series 7 and 63 required

Skills and Knowledge


* Outstanding organizational skills, detail oriented, and ability to handle multiple complex relationship/projects simultaneously in a fast paced environment

* Strong Project Management skills, including MS Project. PMP certification is a plus.

* Lean Six Sigma experience is preferred.

* Excellent analytical skills

* Strong knowledge of securities regulation SRO rules and standard industry policies and procedures

* Strong knowledge of Fidelity brokerage policy and procedures

* Working knowledge of FBSI, CA, and XTRAC

* Outstanding verbal, and written communication, and presentation skills

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

: Investment Support

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:

: Yes, 25% of the time]]> Tue, 24 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Westlake-Implementation-Project-Manager-Supervisor-IV-TX-76262/915588/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Westlake-Implementation-Project-Manager-Supervisor-IV-TX-76262/915588/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

The Director of Fund Reporting is responsible for strategically directing the Fund Reporting Department, ensuring the certified reports are accurate and adhere to Generally Accepted Accounting Principles (GAAP) and other regulatory requirements. The Director provides leadership in the design, development and implementation of process solutions to enhance business results.

FPCMS provides accounting and investment management support services to Fidelity mutual funds and other investment vehicles, as well as to many Fidelity business partners. These services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products; preparing fund financial statements, dividend estimates and tax returns; monitoring delivery of fund trades to custodian banks; processing corporate actions; collecting securities income on behalf of the funds; reconciling, reporting and moving money in support of fund shareholder transactions; and managing fund liquidity.

Position Responsibilities

In this leadership role, you will:

* Manage the daily activities of a team of fund reporting analysts and assist in the resolution of the more complex financial reporting issues. Provide subject matter expertise, guidance and solutions in the production of annual and semi-annual shareholder reports, quarterly portfolio listings, prospectuses, SAIs, proxies and regulatory Forms N-CSR, NQ and N-SAR.

* Work collaboratively with internal FPCMS business partners to implement process improvements aimed at increasing efficiency and quality. Evaluate the implications of new complex products and offerings as well as proposed regulations.

* Participate in the development and implementation of new disclosure policies and procedures to satisfy regulatory requirements in a well-controlled environment. Oversee systems development projects to ensure completion on-time, on-budget and on scope. Proactively identify high risk exposure and develops efficient and effective solutions to minimize those risks.

* Ensure controls are in place to support the timely completion and delivery of materials for the CEO/CFO certification package used in support of the President of FPCMS and Fund Treasurer's certification. Ensure that the funds complete all steps required throughout the multi-faceted production process while adhering to regulatory deadlines.

* Protect Fidelity from regulatory and reputational risk by ensuring a strong control environment to support the accurate and timely completion of regulatory reports to assist the CEOs and CFOs in analyzing and certifying the financial statements and quarterly listings under the requirements of the Sarbanes-Oxley Act of 2002

* Oversee multiple project teams and takes primary responsibility for executing complex project work, resolution of major issues and overall quality and success of the project team's work for various divisional initiatives.

Qualifications

Education and Experience


* Bachelor's Degree or higher in accounting, finance, business or the equivalent

* Minimum of 10 years experience in the mutual fund industry, prior experience with financial reporting required

* Minimum of 5 years management experience

Skills and Knowledge


* Effective leader as demonstrated through partnering, vision setting, goal setting, prioritizing and providing strategic momentum

* Self starter with strong analytical skills, excellent interpersonal and communication skills, very strong organizational and facilitation skills, Advanced technical knowledge of investments, accounting (GAAP) and SEC regulations governing the mutual fund industry

* Strong knowledge of mutual fund accounting with the skill to work with all levels of management and make high impact decisions quickly and accurately

* Ability to embrace and adapt to an ever-changing regulatory environment, as well as manage and prioritize multiple projects

* CPA preferred

Corporate 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

: Mutual Fund Accounting

Primary Location

: TX-Westlake

Schedule:

: Full-time

Job Level:

: Director

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]> Wed, 01 Sep 2010 00:09:00 http://www.fidelity-jobs.com/job/Westlake-Director-of-Fund-Reporting-Job-TX-76262/867144/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Westlake-Director-of-Fund-Reporting-Job-TX-76262/867144/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description



Position Description

Fidelity Pricing & Cash Management Services (FPCMS) provides accounting and investment management support services to Fidelity mutual funds and other investment vehicles, as well as to many Fidelity business partners. These services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products; preparing fund financial statements, dividend estimates and tax returns; monitoring delivery of fund trades to custodian banks; processing corporate actions; collecting securities income on behalf of the funds; reconciling, reporting and moving money in support of fund shareholder transactions; and managing fund liquidity.

The Lean, Accounting, and Pricing Services (LEAPS) team provides accounting and pricing services to all of the Fidelity Retail and Institutional products, supporting multiple asset managers. These services include books and records maintenance, securities' pricing, and net asset value, yield and distribution rate calculations. The division is comprised of 5 business units, representing approximately 400 associates located primarily in 3 sites; Boston, MA, Merrimack, NH, and Westlake, TX.

The Vice President, Fund Accounting is responsible for establishing and implementing the direction of the organization to accomplish our mission of providing timely, accurate and cost-effective products and services for Fidelity while ensuring outstanding client and employee satisfaction. The VP will manage and develop a staff and/or function in all aspects of fund accounting responsibilities including: performing supervisory procedures, oversight, problem resolution, training, hiring, development, performance management, daily prioritization, achievement of business goals, as required across a variety of group responsibilities.

Primary Responsibilities

* Build solid partnerships with clients and business partners to understand their business focus, facilitate process improvement initiatives and provide a strategic vision of how fund accountings operational environment must adapt to meet future needs

* Maintain well-controlled processes that are designed to minimize risk and improve NAV quality

* Engage in new product development and implementation, complex securities analysis and implementation, FPCMS systems and operations effectiveness analysis, and regulatory compliance

* Develop strategies and plans that minimize risk, satisfy regulatory requirements, and complete tasks efficiently and in a manner that enhances the customer experience

* Provide functional area expertise, oversight, problem resolution, analysis and reporting as required in areas of accounting, trading, systems, transaction flows, industry trades, etc.

* Lead team by providing motivation, rewarding good performance, addressing poor performance, creating an atmosphere that boosts morale, providing direction, and allocating work efficiently

* Ensure client requests are processed within service level agreements and adhere to Fidelity and regulatory guidelines

* Analyze trends associated with the functions performed by the department, considering volumes, timeliness of functions, and accuracy

* Initiate and perform process analysis (including review of the thoroughness and accuracy of technology applications), identify process gaps and weaknesses, make recommendations & implement solutions

* Analyze the impact of new products to process flows, systems, staffing, costs and the amount of risk assumed

* Work with the managers to ensure that groups are prepared for any implementations, deconversions and plan actions

Qualifications

Education and Experience


* 15+ years of relevant industry experience

* 10+ years of progressive management experience

* Bachelor's degree

* MBA, CPA preferred, but not required

Skills and Knowledge


* Expert knowledge of accounting processes across the industry and how they impact Fidelity.

* Deep knowledge of market drivers and economic conditions and how they have an impact daily deliverables

* Strong understanding of complex security types and fund structures.

* Deep understanding of the workings of the accounting industry including a broad industry-based understanding of accounting regulations (ex. FAS157, FAS161- and their impact on accounts serviced

* Advanced understanding of government rules/regulations specific to functional area

* Advanced understanding of systems and tools related to specific product lines and deliverables

* Advanced understanding of system applications used and how they impact new products and initiatives

* Comprehensive understanding of financial/accounting principles (including GAAP)

* Advanced understanding of systems and transaction flows

* Experience with process improvement and measurement

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

: Mutual Fund Accounting

Primary Location

: TX-Westlake

Schedule:

: Full-time

Job Level:

: Executive

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/Westlake-Vice-President,-Fund-Accounting-Job-TX-76262/886822/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Westlake-Vice-President,-Fund-Accounting-Job-TX-76262/886822/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

Position Overview

The High Income Information & Collections Specialist's main responsibility is to proactively monitor the Bank Loan market and ensure that High Income(HI) Investment Professionals have easy access to appropriate Bank Loan and High Yield Bond information/documents required for HI investment decision making.

The High Income Information & Collections Specialist: 1 - serves as primary compliance gatekeeper for material non-public information, 2- actively monitors the Bank Loan market, and 3- updates and manages the High Income Virtual Collections (HIVC) which are comprised of public and private Bank Loan Library and High Yield Bond documents. The HIVC current contain over 21,000 files.

The High Income Information & Collections Specialist also serves as a subject matter expert in Leveraged Bank Loans and High Yield Bonds and actively contributes to projects which will make information more accessible to High Income Investment Professionals.

Primary Responsibilities

* Acts as primary gatekeeper to Bank Loan related documents by conducting research on Bank Loans, Bonds and their Issuers. Ensure that the appropriate information is distributed to High Income Investment Professionals.

* Supports High Income Special Situations (Legal) team to ensure adherence to strict compliance and legal guidelines. Exercises sound judgment when providing recommendations to legal department regarding compliance issues.

* Uses knowledge of legal, financials and marketing documents to extensively assess and monitor public/private status of issuers.

* Conducts in-depth analysis of complex relationships and hierarchies of bank loan issuers.

* Answers compliance related questions related to Bank Loans & HI Yield Bonds.

* Manages all bank loan related documents at all phases of loan trade (pre-trade, time of trade, post trade, general governance). Tracks financials for private issuers and amendments/updates for all issuers.

* Directly responsible for performing quality control of incoming documents. Evaluates all bank loan related documents and determine their usefulness to Investment Professionals and suitability for inclusion in virtual collection.

* Actively monitors new bank loan issues and supplies all related documentation to FMRCo Investment Professionals. Alerts Investment Professionals throughout the opening and closing of deals regarding updated documents.

* Hi Yield Senior Bonds/Notes: Organizes, and maintains document repository for private Bond Issuers.

* Develops and maintains relationships with external vendors, including Intralinks, Syndtrak and Debt Domain as needed.

* Maintains statistics on database usage & growth. Regularly reports to High Income on support activities.

* Creates and implements procedures for the archival of electronic bank loan documents. Ensures that procedures are in compliance with FMRCo archival standards.

* Partners with other FMRCo departments (DMS, FPCMS, other Legal departments) during the course of maintaining bank loan document systems and related data.

* Conducts and manages special projects as requested by High Income staff.

Qualifications

Education and Experience


* 5-7 professional work experience, preferably within the financial services or banking industry

* Legal background/compliance experience

* Project management experience preferred

* Experience working with and developing application requirements preferred

* Experience working with all forms of electronic documents and able to use Adobe Professional preferred

Skills and Knowledge


* Understanding of the bank loan syndication, High Yield bond markets and related documents

* Understanding of the treatment of material non-public information

* Ability to function at a high level in a fast-paced, deadline-driven environment

* Extreme attention to detail and superior skills in multi-tasking, prioritization and organization

* Demonstrated analytical skills and statistical reporting

* Self-motivated and ability to work independently and in a cross-collaborative environment

* Demonstrated knowledge of Bloomberg and Capital IQ preferred

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

: Investment Support

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]]> Fri, 03 Sep 2010 00:09:00 http://www.fidelity-jobs.com/job/Boston-High-Income-Information-&-Collections-Specialist-Job-MA-02137/925846/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Boston-High-Income-Information-&-Collections-Specialist-Job-MA-02137/925846/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

The Senior Brokerage Operations role will primarily focus on facilitating bank contract review, legal language negotiation, and execution. This position would be responsible for identifying any concerns and its related risk level with regard to National Financial Services LLC's banking partner contracts. This role will also be responsible for drafting and negotiating alternative language suggestions with the banking partners and in-house counsel in order to maintain business unit comfort on a daily basis. This position will also maintain pre-approved legal language successfully negotiated with prior banking partners which will allow language common in all contracts to be more easily managed. The incumbent will work daily with external bank vendors in reviewing and negotiating contract concerns as well as in-house Counsel in reviewing business unit interpretation. This role will require in depth knowledge of legal concepts and theories. Several years of prior work experience as well as a law degree is highly preferred.

Position Responsibilities

* Role's primary focus is on bank contract review, legal language negotiation and execution

* Responsible for identifying any concerns and its related risk level with regard to NFS' banking partner contracts.

* Responsible for drafting and negotiating alternative language suggestions with banking partners and in-house counsel in order to maintain business unit comfort and acceptability

* Responsible for maintaining pre-approved legal language successfully negotiated with prior banking partners which will allow language common in all contracts to be more easily negotiated

* Role will require in depth knowledge of legal concepts and theories.

Qualifications

Education and Experience


* Several Years Experience working with Contracts Required, Banking Preferred

* Paralegal or Law Degree Preferred

Skills and Knowledge


* Contract negotiation and execution

* Team Player

* Ability to foster conversation and build consensus

* Superior Organization and communications skills

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of more than $2.9 trillion, including managed assets of $1.4 trillion as of July 31, 2009. 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

: Other Corporate Services

Primary Location

: NY-New York

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Master's Degree (±18 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]> Wed, 01 Sep 2010 00:09:00 http://www.fidelity-jobs.com/job/Boston-Senior-Legal-Brokerage-Operations-Analyst-Job-MA-02108/867135/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Boston-Senior-Legal-Brokerage-Operations-Analyst-Job-MA-02108/867135/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

The Associate position is a hands-on research and analysis role supporting the execution of new investments and the provision of strategic advice to portfolio company management. The Associate will join a team whose mandate is to act as a strategic advisor to our portfolio companies and to identify, evaluate, and support the execution of new strategic investments. The Associate will collaborate with other members of the team, but be expected to work independently with portfolio company management and Devonshire leadership.

Headquartered in Boston, Devonshire Investors makes investments on behalf of Fidelity and its shareholders in businesses outside of the financial services industry. Devonshire focuses on long-term investments in operating companies and includes the full spectrum of private equity. It has a significant bias towards direct investment and active participation in those investments, with the objective of leveraging experience and expertise on a global basis. Businesses within the Devonshire managed portfolio operate across the United States, Europe and Asia, employing about 23,000 people. Its portfolio consists of investments in telecom/IT, energy, building supply, agri-business and real estate.

This position will receive strong mentorship and has significant growth potential. Successful candidates are expected to perform with a high degree of maturity and autonomy. Career paths include progressive responsibility within Devonshire or an operating role with a Devonshire portfolio company.

Primary Responsibilities

Successful candidates will possess intellectual curiosity, creativity, tenacity in analysis, attention to detail and accountability for results. In addition to well-developed analytical, communication, and interpersonal skills, this role requires the ability to:

* Uncover and synthesize large amounts of data and information from primary and secondary research and develop and present sound and accurate conclusions

* Create frameworks/models that address business problems and result in strategic insights

* Conduct rigorous analysis and build financial and valuation models

* Communicate effectively with senior leadership and portfolio company management

Qualifications

Education and Experience


* Bachelor's Degree from a top-tier school with demonstrated analytical capability.

* 2-4 years of progressive experience in strategy consulting or investment banking.

* Recent MBAs (class of 2009 or 2010) from top-tier schools will also be considered.

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

: Business Analyst

Primary Location

: MA-Boston

Schedule:

: Full-time

Job Level:

: Entry Level

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-Associate-Devonshire-Investors-Job-MA-02108/902320/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Boston-Associate-Devonshire-Investors-Job-MA-02108/902320/?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

Counterparty Research & Analysis department has two primary roles. 1) Responsible for credit research and opinions on all FMR, FIL, and FMTC bank and broker/dealer counterparties. Approval and denial of prospective counterparties and on-going reviews and monitoring of existing counterparties in accordance with internal, proprietary standards. 2) Provide research and advice to Fidelity business units on their counterparty banking relationships.

Primary Responsibilities include

* Analyze potential and existing counterparties

* Assign a credit rating based on an assessment of the current financial strengths and weaknesses as well as a thoughtful discussion of the expected future credit quality of each counterparty

* Conduct discussions and meetings with the senior management team of the counterparties, e.g., Chief Financial Officers, Treasurers, and Chief Executive Officers

* Have an understanding of country, industry, market conditions, economic, and political issues relevant to the counterparty's credit profile. Analysts discuss the counterparty with any Fidelity investment analyst who covers the country or company, as well as utilize any external resources which may exist, such as sell-side investment research and rating agency reports

* Prepare a formal credit memorandum containing a credit rating and recommendation on each counterparty which provide accountability for recommendations

* Understand the nature of Fidelity's business with each counterparty, including trading and investment opportunities

* Recommend practical business and credit decisions which balance credit concerns with trading and investment needs and objectives

* Clearly/effectively communicate and manage relationships with the Director of Counterparty Research, other Analysts, trading desk personnel, as well as with business unit, FPCMS and Data Resource Management personnel.

Qualifications

Education and Experience


* 5+ years of credit analysis experience

Bachelor's degree as well as an MBA and/or CFA accreditation required

Skills and Knowledge


* Excellent analytical ability, creativity, and the ability to communicate effectively orally and in writing.

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 Support

Primary Location

: MA-Boston

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Master's Degree (±18 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]> Sat, 21 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Boston-Counterparty-Research-Analyst-Job-MA-02108/834391/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Boston-Counterparty-Research-Analyst-Job-MA-02108/834391/?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

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



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 FIIS Retirement Division currently has a field sales role open covering Arizona, Colorado, Utah and Washington. The Retirement Specialist will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with Investment Professionals within the Retirement business unit.

Primary Responsibilities

*

Extensive Travel: throughout territory to generate new sales and proposal activity

*

Increase number of Investment Professionals doing business with Fidelity Advisor Distribution Group (ADG)

*

Maximize client relationships by assessing their business needs and offering creative solutions through Fidelity Advisors 401K Solutions, 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 IP's business.

*

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

*

Consult with IP's to help build their business/production through product knowledge, prospecting and lead generation expertise, industry and competitive data

Qualifications

Education and Experience


*

Bachelor's degree required.

*

8+ years of relevant sales experience, preferably within the Retirement market and working with Advisors/Investment Professionals

*

Series 6 or 7 and 63 licenses required.

Skills and Knowledge


* Position requires extensive overnight travel, ability to work from home office when not traveling.

* Strongly prefer field sales and territory management experience.

* Must have in depth knowledge of Fidelity and competitive products.

* Excellent time management and organizational skills.

* Excellent 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 nearly $3.1 trillion, including managed assets of nearly $1.4 trillion as of June 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

: Institutional

Primary Location

: CO-Denver

Other Locations:

: WA-Seattle - Investor Center, AZ-Scottsdale - Investor Center, UT-Salt Lake City

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]]> Thu, 19 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Denver-Vice-President,-Retirement-Specialist-CO-80002/911696/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Denver-Vice-President,-Retirement-Specialist-CO-80002/911696/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

Senior Translator

Business Overview

The Translation Department is a small unit within the Products and Marketing Department. It services all Fidelity Investments Canada's businesses, i.e. the retail and the institutional businesses.



Position Description

The Senior Translator is responsible for the translation and proofreading of all material that comes through various departments. With the help of the Manager, he/she ensures the coordination of all translations for Fidelity's and Pyramis' Canadian operations and that high standards of excellence are maintained at all times. He/she negotiates timelines when required and is able to help in coordinating and maintaining a terminology bank of all marketing, financial, legal and other material.

Job Responsibilities

* Translate from English into French all marketing, financial, legal and online material as required for the Quebec market

* Proofread material translated by both internal and external translators for accuracy, consistency and clarity

* Coordination of workflow and act as a French consultant within the organization

* Research specialized terminology, update and maintain a terminology bank

* Negotiate timelines if required and help the manager ensure all timelines are met

* Participate in the development and completion of special projects, as assigned

Qualifications

Education, Experiences and Licenses

* B.A. in Translation (English/French) or related discipline

* 5 - 7 years of related experience in the financial and/or translation industry

* Member of a recognized association is an asset (i.e. Association of Translators and Interpreters of Ontario)

* Good knowledge of Microsoft Office and ability to learn new software

Skills and Knowledge


* Analytical thinking

* Project coordination and organizational skills

* Flexibility/Ability to adapt to rapidly changing priorities

* Organizational skills

* Ability to work in team environment

INTERESTED APPLICANTS ARE ENCOURAGED TO APPLY ONLINE AT: www.fidelity.ca

If you are interested in future opportunities with Fidelity, please answer the prescreening questions and submit your resume.

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

: Marketing Communications

Job Level:

: Individual Contributor

Job Type

: Standard

Overtime Status:

: Exempt

Primary Location

: ON-Toronto

Schedule:

: Full-time

Shift:

: Day Job

Travel:

: No]]> Sat, 28 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Toronto-Senior-Translator-ON/920237/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Toronto-Senior-Translator-ON/920237/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

Private Investment and Institutional Operations Specialist

Business Overview:

The Private Investment and Institutional Operations team is responsible for supporting our private investment, institutional and family plan programs.



Position Description:

The Private Investment and Institutional Operations Specialist is accountable to the manager of Private Investment and Institutional Operations. The team is committed to excellent service and consists of highly professional, committed, and team oriented individuals. The team works closely with investment professionals, custodians, internal partners and Fidelity employees to provide program knowledge, coordinate seamless transitions, accurate execution of trade requests and accurate and timely resolution of problems (Case Management).

Primary Responsibilities:

*

Timely, accurate, and efficient daily account administration, trade execution and wire order redemption settlement.

*

Respond to account, product and general service inquiries from existing and prospective clients via telephone and email.

*

Resolve client problems and issues in a professional, accurate and timely manner.

*

Perform Branch Manager review; oversee trading and account opening process performed by mutual fund licensed representative, conduct client suitability assessments to ensure all pertinent information is collected and that account assets are in accordance with client investment objectives and risk tolerance, and handle regulatory complaints.

*

Work with internal partners to coordinate seamless transition of new client accounts.

*

Mitigate risk to Fidelity and Fidelity customers by adhering to existing policies and procedures.

*

Add value to the client experience by understanding what is important, recognizing what needs to be done and taking personal accountability for creating a positive "moment of truth".

Qualifications

Education, Experience, and Licenses:

* Unverity Degree/College Diploma or equivalent work experience.

* 3-5 years related work experience in the mutual fund or financial services industry.

* Minimum 2 years experience in transaction and/or adjustment processing is required.

* Inbound call inquiries experience is required.

*

IFIC and/or CSC is an asset.

*

Branch Managers' Examination Course is an asset.

Skills and Knowledge
:

*

Excellent knowledge of industry policies, transaction types, and product offerings related to Private Investment and Institutional lines of business.

*

Excellent interpersonal and communication skills (verbal and written).

*

Relationship management - proven experience in building and managing relationships with clients.

*

Strong organizational skills with strong attention to detail.

*

Strong analytical and problem solving skills.

*

Works equally well independently and as part of a team.

*

Proficiency in MS Office

INTERESTED APPLICANTS ARE REQUIRED TO APPLY ONLINE AT: www.fidelity.ca

Please ensure you answer the prescreening questions and submit your resume.

Company Overview

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

: Associate's Degree/College Diploma (±13 years)

Job

: Operations

Job Level:

: Individual Contributor

Job Type

: Standard

Overtime Status:

: Exempt

Primary Location

: ON-Toronto

Schedule:

: Full-time

Shift:

: Day Job

Travel:

: No]]> Sat, 28 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Toronto-Private-Investment-and-Institutional-Operations-Specialist-ON/920238/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Toronto-Private-Investment-and-Institutional-Operations-Specialist-ON/920238/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

Processing Rep (9 month contract)

If you have already applied to Requsition # 1003727 please do not apply to this posting. Your previous application will be considered.

Business Overview

The Processing department is responsible for administering all of the financial and non-financial transactions within various taxation types received from our mutual fund retail customers. Our goal is to build and maintain an accurate client database.



Position Description

The Processing Rep is responsible for the administration of client registered and non-registered accounts including transaction execution, account maintenance, monitoring and reporting of specific product activity and initial problem resolution.

Responsibilities

*

Process "setting up" an account. Includes requests for both non-registered and registered accounts - including RSP, RIF, RESP, and locked in accounts.

*

Process all incoming financial trade requests. Requests will include purchases, redemptions, transfers and exchanges

*

Process all account features including Pre-Authorized Chequing Plans, Systematic Withdrawal Plans and Dividend Withdrawal Plans

*

Process non-financial account requests

*

Identify "not in good order" trades and resolve through verbal and written correspondence with the broker/dealer community

Qualifications

Education, Experience and Licenses

* Completion of post secondary education preferred

* 1 year experience in the financial services industry preferred

* Completion of Canadian Investment Funds Operations Course (CIFOC) preferred

Skills and Knowledge


* Excellent communication skills, both written and verbal

* Strong MS Excel and MS Word skills are essential

* Strong attention to detail

* Strong customer service focus

* Strong organizational skills with the ability to multitask

* Ability to work in a fast paced environment

Interested aaplicants are required to apply on-line at : www.fidelity.ca

No agencies or phone call.

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 $54 billion in mutual fund and corporate pension plan assets ($CAD, as at June 30, 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. $1.4 trillion (as at June 30, 2010).

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

Fidelity Canada

Established in Canada in 1987, Fidelity Investments Canada is committed to distinguishing itself as the premier provider of investment services for Canadians. Fidelity employs more than 500 full-time employees in offices across the country. Headquartered in Toronto, it has regional offices in Montreal, Calgary and Vancouver.

Education Level

: Associate's Degree/College Diploma (±13 years)

Job

: Production & Processing

Job Level:

: Entry Level

Job Type

: Standard

Overtime Status:

: Non-exempt

Primary Location

: ON-Toronto

Schedule:

: Full-time

Shift:

: Day Job

Travel:

: No]]> Thu, 09 Sep 2010 00:09:00 http://www.fidelity-jobs.com/job/Toronto-Processing-Rep-(9-month-contract)-Job-ON/930003/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Toronto-Processing-Rep-(9-month-contract)-Job-ON/930003/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS