http://www.fidelity-jobs.com/feeds/vice-president-contracts-description-jobs/ Custom RSS Feed for vice-president-contracts-description-jobs Tue, 07 Sep 2010 12:09:20 GMT en-us /sites/fidelity/images/header_logo.gif http://www.fidelity-jobs.com/feeds/vice-president-contracts-description-jobs/ 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



Position Description

Fidelity Family Office Services (FFOS) was established in 2004 to serve the sophisticated needs of family offices. The firm provides custody, brokerage and investment services in addition to reporting and administrative capabilities. As a dedicated business unit, FFOS provides objective guidance and access to investment products as well as a seasoned service team to support the needs of family office executives so they can exceed the expectations of their family member clients. As of March 31, 2010, FFOS provides services to more than 100 family office clients across the country, representing more than $50 billion in combined net worth with over $15 billion of assets in custody with Fidelity. The Vice President of Business Development is responsible for managing a territory of prospective clients and influencers. The VP is responsible for engaging prospects and ultimately converting them to clients. This job is for an experienced sales professional, with a proven track record of success in the Family Office and High Net Worth marketplace.

Primary Responsibilities

*

Manage the entire sales process from developing an opportunity, delivering presentations and demonstrations, to closure.

*

Develop strategic regional business plan with key markets and influencers.

*

Build strong referral network of important centers of influence.

*

Transition closed relationships to a team of experienced Relationship Managers.

*

Implement marketing programs to drive awareness and lead generation initiatives for both direct and influencer business.

*

Work in a team environment with subject matter experts to help close business.

*

Provide thought leadership with Senior Management around launching a new business within Fidelity.

*

Facilitate and motivate product development staff to come up with prospect solutions and value propositions.

Qualifications

Education and Experience


*

Bachelor's Degree required

*

Series 7 & 66 required or attained within 90 days of hire.

* 10+ years industry experience with a concentration in high net worth and/or technology sales, preferably with a service and operational component

* Experience and established network contacts within the investment management industry.

*

Ability to Travel: up to 50%

Skills and Knowledge


*

A comprehensive understanding of the brokerage marketplace, particularly of ultra high net worth client needs and requirements.

*

A proven track record of success in a strategic sales environment and an understanding of complex sales processes.

*

Familiarity of a sales lifecycle, specifically within the financial securities and/or technology industry.

*

Ability to develop relationships with prospective clients via face-to-face and telephone meetings.

*

Superior ability to build and maintain relationships through demonstration of competency, partnership and strategic thought

*

Must have the ability to organize meetings at CEO level within small/medium sized companies.

*

High aptitude for learning technology.

*

High degree of self-motivation, a positive attitude, and a strong desire to be successful within a career in sales.

*

Strong ability to negotiate and close client contracts.

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of nearly $3.1 trillion, including managed assets of $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 and a leading online brokerage firm. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Institutional

Primary Location

: TX-Westlake

Other Locations:

: TX-Austin - Investor Center, TX-San Antonio - Investor Center, TX-Dallas

Schedule:

: Full-time

Job Level:

: Team Leader

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel

: Yes, 50% of the time]]> Thu, 12 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Westlake-Vice-President,-Business-Development-Family-Office-Services-Job-TX-76262/906020/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Westlake-Vice-President,-Business-Development-Family-Office-Services-Job-TX-76262/906020/?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 $430 billion in assets on behalf of over 3,300 clients, as of March 31, 2010. Reporting to the Vice President of Deployment, the WealthCentral Solutions Analyst will be the product expert for the WealthCentral third party capabilities (Portfolio Management, CRM, Financial Planning), supporting the Sales Process to both prospects and existing IWS clients. The Solutions Analyst will project manage the sales process for these products after the initial education and qualification is performed by Sales, Relationship Management and/or Practice Management. The Analyst will work with the IWS Sales and RM teams to support their efforts marketing these products. They will manage a pipeline of clients and will interact with various internal groups including Sales, Relationship Management, Practice Management, Product, Implementation and Deployment.

Primary Responsibilities

* Responsible for guiding clients through the client engagement process for the sale of WealthCentral 3rd party capabilities from the qualification of clients by the Sales and RM force through to completion of signed agreements. Act as Product expert for capabilities and supports the clients through conference calls, Webex sessions and if necessary client visits. Sets client expectations with regards to implementation timeframes, costs and resources required to be successful. Effectively tracks all aspects of the engagement process in order to accurately report on the pipeline and gain learnings from win/loss identification

* Coordinate and participate (when appropriate) partner & vendor activity with individual clients as part of the engagement process. Schedule: and participate in calls/meetings focused on functionality, integration and/or data conversion.

* Manage a pipeline of clients and interacts with Implementation, Product Deployment, Sales/RM and Management to communicate status, issues and funnel activity.

* Work closely with Deployment to transition client's from the pre-sale process to the deployment process for the WealthCentral 3rd party capabilities. Transition should include full knowledge transfer of client specific details gathered during discovery phase. Maintain presence in ongoing deployment to guarantee a smooth on-boarding process.

* Act as team expert on customers and competitors. Feeds back all client recommendations on how to improve products to the product management team. Draw on experience with customers in the field to influence IWS's product strategy.

* Assist in educating IWS sales people and RMs on products and how to position them to IWS clients and prospects. Travel: to client events to demonstrate/position products directly to IWS clients and prospects.

Qualifications

Education and Experience


*

Bachelors degree is required. MBA a plus

*

8+ years of financial services experience, with demonstrated success in marketing, deploying and/or supporting financial products

*

Series 7 and 63 are required

Skills/Knowledge

*

Domain knowledge of CRM, Portfolio Management and Financial Planning applications required

*

Excellent communication, influence and leadership abilities are required

*

Understanding of IWS's business (RIA/Brokerage) and competitive environment a plus

*

Excellent analytical and problem solving skills

*

Proven project management experience a plus

*

Experience working with multiple business parters and clients to drive projects to conclusion

*

Up to 20% travel

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

: MA-Boston

Other Locations:

: 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]]> Sun, 22 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Boston-CRM-Solutions-Consultant-Institutional-Wealth-Services-Job-MA-02108/884579/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Boston-CRM-Solutions-Consultant-Institutional-Wealth-Services-Job-MA-02108/884579/?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 $430 billion in assets on behalf of over 3,300 clients, as of March 31, 2010. Reporting to the Vice President of Deployment, the WealthCentral Solutions Analyst will be the product expert for the WealthCentral third party capabilities (Portfolio Management, CRM, Financial Planning), supporting the Sales Process to both prospects and existing IWS clients. The Solutions Analyst will project manage the sales process for these products after the initial education and qualification is performed by Sales, Relationship Management and/or Practice Management. The Analyst will work with the IWS Sales and RM teams to support their efforts marketing these products. They will manage a pipeline of clients and will interact with various internal groups including Sales, Relationship Management, Practice Management, Product, Implementation and Deployment.

Primary Responsibilities

* Responsible for guiding clients through the client engagement process for the sale of WealthCentral 3rd party capabilities from the qualification of clients by the Sales and RM force through to completion of signed agreements. Act as Product expert for capabilities and supports the clients through conference calls, Webex sessions and if necessary client visits. Sets client expectations with regards to implementation timeframes, costs and resources required to be successful. Effectively tracks all aspects of the engagement process in order to accurately report on the pipeline and gain learnings from win/loss identification

* Coordinate and participate (when appropriate) partner & vendor activity with individual clients as part of the engagement process. Schedule: and participate in calls/meetings focused on functionality, integration and/or data conversion.

* Manage a pipeline of clients and interacts with Implementation, Product Deployment, Sales/RM and Management to communicate status, issues and funnel activity.

* Work closely with Deployment to transition client's from the pre-sale process to the deployment process for the WealthCentral 3rd party capabilities. Transition should include full knowledge transfer of client specific details gathered during discovery phase. Maintain presence in ongoing deployment to guarantee a smooth on-boarding process.

* Act as team expert on customers and competitors. Feeds back all client recommendations on how to improve products to the product management team. Draw on experience with customers in the field to influence IWS's product strategy.

* Assist in educating IWS sales people and RMs on products and how to position them to IWS clients and prospects. Travel: to client events to demonstrate/position products directly to IWS clients and prospects.

Qualifications

Education and Experience


*

Bachelors degree is required. MBA a plus

*

8+ years of financial services experience, with demonstrated success in marketing, deploying and/or supporting financial products

*

Series 7 and 63 are required

Skills/Knowledge

*

Domain knowledge of Portfolio Management applications required. Knowledge of CRM and Financial Planning applications preferred.

*

Excellent communication, influence and leadership abilities are required

*

Understanding of IWS's business (RIA/Brokerage) and competitive environment a plus

*

Excellent analytical and problem solving skills

*

Proven project management experience a plus

*

Experience working with multiple business parters and clients to drive projects to conclusion

*

Up to 20% travel

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

: Business Analyst

Primary Location

: TX-Westlake

Other Locations:

: 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, 25% of the time]]> Sun, 22 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Westlake-Portfolio-Management-Solutions-Consultant-Institutional-Wealth-Services-Job-TX-76262/884583/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Westlake-Portfolio-Management-Solutions-Consultant-Institutional-Wealth-Services-Job-TX-76262/884583/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

Reporting to the Vice President, FMRCo Investment Information Services (IIS), the Director of Fixed Income Research Services & Market Data's primary responsibility is to ensure that the Fixed Income Division's investment professionals receive consistent, proactive, high-quality and value-added research support from a localized, embedded resource. In this critical liaison role, the Director provides strategic direction and day-to-day management oversight of Fixed Income research and market data services and spend, including end user audits, and approval of net new or renewal services.

The Director is responsible for providing hands-on, high-touch support to Fixed Income by sharing in-depth vendor, product and specialized subject domain knowledge for the research and market data services that meet their unique needs. To that end, the Director leads periodic meetings with Fixed Income senior management to establish policies (e.g., exchanges, standard applications, etc), vet new service requests, reach decisions on spend approval and to share updated spend metrics demonstrating cost savings/cost avoidance against budget expectations.

Additionally, the Director promotes the utilization and value of the larger IIS research support organization to senior management and investment teams. It is the responsibility of the Director to regularly provide meaningful updates concerning the team's accomplishments to management and proactively align the role with initiatives and infrastructure of the broader FMRCo IIS Operations. The Director is also responsible for marketing the team's services to all investment groups and identifying new opportunities to increase awareness and utilization of services as teams dynamically grow and globally evolve.

Finally, the Director acts as a liaison back to the broader IIS organization by actively partnering with the specialized talent and expertise of the Content Management, Market Data, Vendor Administration, Vendor Relations, and Web Development Teams to ensure that unique independent and objective research content is fully utilized, leveraged and highly valued by the Fixed Income staff.

Primary Responsibilities include

* Provides consistent, high-quality, and proactive research support to investment professionals

* Cultivates strong relationships with MDRs, CIOs and senior management to better understand evolving research needs and identify new opportunities to promote utilization of research services

* Proactively develops and maintains strong relationships with business partners to ensure role clarity, awareness and utilization of the team's capabilities (e.g., Operations, Finance, etc.)

* Acts as the primary liaison for New Hire Training Program for IIS Research Services and creatively collaborates with the Training and Development team to further promote utilization of all IIS support services [Adapt]

* Oversees the team's efforts to streamline and improve existing information tracking systems, including those developed internally by the IIS Web Development Team and/or external vendor products (e.g., Footprints)

* Partners effectively with the IIS Web Development team to act as a business sponsor for internally developed systems and sets priorities for development (i.e., FITS, DACS Logging, etc)

* Identifies opportunities for automating and/or technological improvements in data/resource gathering

* Presents regular team performance metrics and usage statistics to senior management highlighting major achievements and user feedback

* Provides strategic direction and prioritization on new sector/industry research sources by teaming with other IIS colleagues during hands-on evaluation analysis

* Partners effectively with other IIS teams of information and web development professionals to provide "best-of-breed" research solutions to investment professionals

* Partners with VP, IIS and IIS Director peers to outline and lead team goals and initiatives

* Represents Fixed Income and IIS service and business requirements, mediating issues that provide a mutually beneficial solution

* Fosters strong ties with internal Fixed Income clients to understand their individual Research and Market Data needs, providing additional insight for the IIS teams

* Leads Fixed Income Research and Market Data services business oversight meetings and documents the outcome and decisions made

* Manages the contract execution process

* Assists in the vendor negotiation process to effectively represent the Fixed Income budget and business requirements

Qualifications

Education and Experience


* MLS degree

* 15-20 years advanced business research experience and/or Information Center management (investment/financial services is highly desired)

Skills and Knowledge


* Proven management and leadership skills, coaching and mentoring diverse team members in their professional development

* Strong track record of project and people management with complex deliverables that impact business operations as well as the investment process

* Strong orientation to and knowledge of fixed income asset class and investment management information needs, including identification, evaluation, training, design, organization and access preferences

* Exemplary project management, communication, interpersonal, and presentation skills

* Demonstrated ability to work independently and collaboratively with all levels of staff and management

* Superior skill and ability in multi-tasking and appropriate prioritization

* Ability to effectively respond to dynamically changing work environment and to positively influence business outcomes

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

: Investment Support

Primary Location

: NH-Merrimack

Schedule:

: Full-time

Job Level:

: Director

Education Level

: Master's Degree (±18 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]> Fri, 20 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Merrimack-Director-of-Fixed-Income-Research-&-Market-Data-NH-03054/912599/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Merrimack-Director-of-Fixed-Income-Research-&-Market-Data-NH-03054/912599/?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

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

Vice President, Technology - Fidelity Clearing Canada

Company Overview

Based in Toronto, Fidelity Clearing Canada (FCC) provides clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms. The business is part of Fidelity's U.S.-based clearing organization, National Financial, which services approximately 300 broker-dealers in the U.S. with assets in excess of $544 billion (as of June 30, 2010). For more information about Fidelity Clearing Canada, please visit https://clearingcanada.fidelity.com.



Position Description

The Vice President, Technology will serve as the lead technologist for FCC and will be responsible for providing application technology services and solutions to the FCC business. She/he will lead a team of approximately three individuals and manage various technology vendors to deliver solutions for FCC business partners.

The Vice President, Technology will report to the FCC CEO in Canada and will have a dotted line relationship into the Technology group based in the US.

Primary Responsibilities

* Act as primary technology representative to correspondent clients in all aspects of the sales, conversion and support process.

* Implement Fidelity firm wide technology standards, practices, policies and procedures at FCC

* Plan, coordinate and manage the migration of technology for FCC into the overall Fidelity infrastructure platform.

* Act as the FCC technology liaison and coordinate with the Technology groups in the US

* Act as the FCC technology liaison and coordinate with the Fidelity Investments Canada (FIC) technology group in Toronto.

* Technology planning, management and support of vendor solutions/services provided by, for example:

o Broadridge DataPhile

o SunGard GL Ubix

o SunGard Loanet

o Paramax ARROW

o All other third party vendor products and services

* Technology planning, management and support for Client connectivity using infrastructure support from the FIC technology group.

* Technology planning, management and support for data transmissions (FTP), data transformation and data enrichment used by FCC supporting all Client requirements.

* Manage and execute client conversions to FCC's Dataphile and UBIX Platforms

* Coordinate with Fidelity architecture team for the development of a technology roadmap. Eventual execution of a plan for achieving the road map for FCC.

Qualifications

Education, Experience and Licenses

* University degree or equivalent experience

* Broad depth of experience as a technologist with a track record for delivery

The following experience is required:

* 10 years working in the Brokerage / Banking industry, including 5 years in the correspondent clearing business

* Extensive experience managing vendors for solution and services delivery

* Managing and supporting technology products, projects and services

* Technology architecture and Roadmap planning

* Technical work related to data transformation, enrichment, transmission and delivery

The following experience is an asset:

* Broadridge DataPhile product

* Data networks (LAN, WAN, VPN)

* Fidelity technical environment

Skills and Knowledge


* In depth understanding of Canadian clearing business

* Understanding of the Canadian brokerage industry landscape and products and services critical to firms, who may become FCC's introducing brokers or trading clients

* Technology project management delivery skills

* Adept at devising and implementing technology stratgies and ensuring that the appropriate information is communicated to the correct audience in a clear and compelling manner.

* Collaborative team player with the ability to establish and maintain strong relationships across the Fidelity organization

* Strong negotiating skills and client relationship management skills.

* Well established management and leadership skills with the ability to lead a multi-disciplinary team

* Outstanding communication skills with the ability to simplify complicated technology concepts

* Ability to position appropriate products in the context of current needs as well as client's long term plans.

Only those selected for an interview will be contacted. NO AGENCIES.

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.

National Financial

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 your 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. For more information about National Financial, please visit www.nationalfinancial.com.

Fidelity Investments Canada (FIC)

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.

Education Level

: Bachelor's Degree (±16 years)

Job

: Technical Management

Job Level:

: Executive

Job Type

: Standard

Overtime Status:

: Exempt

Primary Location

: ON-Toronto

Schedule:

: Full-time

Shift:

: Day Job

Travel:

: Yes, 25% of the time]]> Thu, 12 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Toronto-Vice-President,-Technology-(Fidelity-Canada-Clearing)-Job-ON/906021/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Toronto-Vice-President,-Technology-(Fidelity-Canada-Clearing)-Job-ON/906021/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description



Position Description

Fidelity Institutional Wealth Services (FIWS) 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 over $430 billion in assets on behalf of 3,300 clients, as of March 31, 2010. The Vice President will develop new advisor business relationships for FIWS across the RIA, Wirehouse and Broker Dealer channels in a defined territory.

Primary Responsibilities

* Meet/exceed specified asset growth and new client goals in the assigned territory

* Understand and effectively communicate FIWS' value proposition to prospects and centers of influence

* Partner with the other Fidelity businesses to help introduce a full line of Fidelity products, services and capabilities to prospects.

* Manage territory effectively. Submit weekly reports timely and accurately.

* Develop an understanding of the prospects business through profiling and determine if FIWS products and services can add value to the prospects business.

* Partner with Inside Sales, Business Development and Implementation teams on lead generation activities and on-boarding of new relationships

* Understand and utilize pricing model for profitability.

* Leverage Fidelity funds and the Investment Services team.

Qualifications

Education and Experience


* Bachelors degree required

* Series 7 required

* 10+ years successful sales experience in the financial services industry.

Skills and Knowledge


* Must have successful sales track record and territory management experience.

* Institutional sales experience required. Knowledge of the RIA, Brokerage and Wirehouse markets preferred.

* Must have in-depth knowledge of Fidelity and competitor products.

* Custody expertise, client business knowledge, and understanding of competitor strategies, strengths and vulnerabilities.

* Must demonstrate presentation, communication and listening skills.

* Must possess excellent time management and organizational skills and computer literacy.

* Position requires up to 50% Travel:

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

: Institutional

Primary Location

: IL-Chicago

Other Locations:

: CA-San Francisco

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, 17 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Chicago-Vice-President,-Custody-Sales-Institutional-Wealth-Services-Job-IL-60290/856868/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Chicago-Vice-President,-Custody-Sales-Institutional-Wealth-Services-Job-IL-60290/856868/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description



Position Description

Fidelity Operations & Services Group (OSG) provides superior customer service to Fidelity's Brokerage businesses. OSG's transaction processing organization provides securities execution, clearance and information management services to retail, advisor, institutional and correspondent clients. A Vice President/Network Manager is available in Fidelity Institutional. This position exists to ensure a high quality interaction between the firm and its' 3rd party providers/suppliers as they relate to clearing, settlement & custody for INTL Securities and Cash/Products.

Primary Responsibilities

* Sourcing of services from 3rd party providers, including infrastructure and communication services

* Compiling, reviewing and analyzing Request for Proposals (RFPs) and Request for Information (RFIs)

* Reviewing and rating the service level and performance of our custodians (e.g. ensuring services provided to the firm are value for money, ensuring regular due diligence is completed on custodians, etc)

* Building and maintaining relationship with custodians

* Being the central point of contact for Internal and external escalations on custody related operational issues

* Reporting and tracking escalated issues

* Acting as a representative of FI ( Fidelity Institutional)and establishing a strong relationship with all FI Business units to understand business drivers and business requirements

* Ensuring the firm's business and operation teams are up to date with market trends and changes by coordinating distribution of critical market information, market training and meetings with service providers

* As a representative of the firm, engaging in industry discussions pertaining to clearing, settlement and custody

* Reviewing and producing monthly and ad-hoc MIS report

* Other responsibilites include Create and lead Vendor Governance model across FI (Fidelity Institutional)

Qualifications

Education and Experience


Bachelor's Degree

10-20 years of Brokerage experience

Direct experience working with Global Custodians and Network Management

Concentrated Brokerage experience in Trading/Trade Support and/or Operations

Familiarity with Treasury, Tax and SWIFT

Experience managing a small staff

Project Management experience, especially with Client Conversions

Knowledge of Investment Banking operations

Skills and Knowledge


Work independently and across all functions and levels

Strong interpersonal and communication skills

Self-starter and willing to take the initiative

Job

: Trade Processing

Primary Location

: NJ-Jersey 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, 25% of the time]]> Sat, 28 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Jersey-City-Vice-President,-Network-Manager-Supervisor-NJ-07097/920229/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Jersey-City-Vice-President,-Network-Manager-Supervisor-NJ-07097/920229/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

Fidelity Institutional Wealth Services (FIWS) 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 over $430 billion in assets on behalf of 3,300 clients, as of March 31, 2010. The Vice President will develop new advisor business relationships for FIWS across the RIA, Wirehouse and Broker Dealer channels in a defined territory.

Primary Responsibilities

* Meet/exceed specified asset growth and new client goals in the assigned territory

* Understand and effectively communicate FIWS' value proposition to prospects and centers of influence

* Partner with the other Fidelity businesses to help introduce a full line of Fidelity products, services and capabilities to prospects.

* Manage territory effectively. Submit weekly reports timely and accurately.

* Develop an understanding of the prospects business through profiling and determine if FIWS products and services can add value to the prospects business.

* Partner with Inside Sales, Business Development and Implementation teams on lead generation activities and on-boarding of new relationships

* Understand and utilize pricing model for profitability.

* Leverage Fidelity funds and the Investment Services team.

Qualifications

Education and Experience


* Bachelors degree required

* Series 7 required.

* 10+ years successful sales experience in the financial services industry. Institutional sales experience a strong plus.

* Successful with long/complex sales cycles.

* Travel: 50%+ depending on territory.

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 more than $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

: CA-San Francisco

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]]> Fri, 13 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/San-Francisco-Vice-President,-Sales-Institutional-Wealth-Services-Job-CA-94101/907212/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/San-Francisco-Vice-President,-Sales-Institutional-Wealth-Services-Job-CA-94101/907212/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description



Position Description

As an important member of the Mid Large Market , you will provide advanced administrative and secretarial support to the Vice President and her team. The administrative staff at Fidelity plays a vital role in the company's success, and those individuals serving in these positions are recognized by their colleagues as key members of their group, department, or organizational team. You will deal directly with and provide support to management at all levels of the company and frequently deal directly with customers and business partners as well. Your excellent communications skills will be constantly put to the test, as will your ability to handle multiple tasks simultaneously as you serve as a focal point of a dynamic, fast-paced business environment.

Primary Responsibilities

* Calendar management for the Vice President and a team of Director, Managing Directors (MD's)

* Scheduling, preparation for and administration of meetings including coordination of meeting facilities, distribution of meeting materials, archival of meeting materials and distribution of minutes.

* Preparation of client meeting presentation materials for a large group of Managing Directors, both onsite and remote

* Organizing and following proper compliance procedures for client presentations, incoming/outgoing client correspondence and record retention

* Preparing and delivering client feedback survey appointments through phone contact and email delivery

* Assistance with scheduling, preparation and coordination of market wide events

* Scheduling, preparation and executing for onsite client visits for any of the MD's within the groups

* Domestic Travel: planning

* Provides back up coverage for other administrative staff within market

* Management of meeting room calendars, group's space allocation and group's supplies

* Technical assistance for onsite and remote MD's

* Other ad hoc duties as required

Qualifications

Education and Experience


* A bachelor's degree strongly preferred, or, secretarial certificate/related work experience.

* Must have 3-5 years of secretarial experience and the ability to interact with all levels of employees

* Fidelity experience is strongly preferred

* Polished executive assistant with professional maturity and previous corporate environment experience preferred.

* Ability to effectively interact with senior level management and maintain a high level of confidentiality required.

Skills and Knowledge


* Proficiency in Microsoft Office software (Word, Excel, PowerPoint, and Outlook).

* Strong project management experience

* Strong reporting experience.

* Must be extremely detail-oriented and possess strong communication and organizational skills.

* Self-starter with strong sense of ownership and involvement is critical.

* Must be flexible enough to work overtime if needed.

Job

: Administrative Assistant & Executive Secretary

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:

: Non-exempt

Travel

: No]]> Mon, 23 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Boston-Executive-Secretary-Job-MA-02108/861118/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Boston-Executive-Secretary-Job-MA-02108/861118/?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



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

Fidelity Institutional (FI) serves banks, broker-dealers, insurers, registered investment advisors and other financial professionals. The organization comprises National Financial, Capital Markets, Institutional Wealth Services, Fidelity Family Office Services, all brokerage operations, and the risk and brokerage technology functions. The Vice President of Product Management in Fidelity Institutional's (FI) Investment Product Management group is responsible for the development, implementation and ongoing management of a suite of products offered on FI's platform: Mutual Funds (Fidelity and non-Fidelity Funds, ETFs, and 529 College Savings Plans). Product ownership responsibilities extend from strategy to product development and deployment to ongoing subject matter support. The candidate's specific focus is evaluating, developing, and managing products and services designed to meet the needs of the correspondent clearing marketplace and registered investment advisors. This includes product positioning, pricing, training, penetration, profitability, and competitive analysis.

Primary Responsibilities

*

Develop and communicate strategy for Mutual Fund, ETF, and 529 College Savings Plan products based upon understanding of market, competition, regulatory and legislative trends. Identify and execute tactical initiatives to drive implementation of product strategy.

*

Work closely with NF/IWS Senior Management to provide analysis and recommendations on future state of products.

*

Identifying strengths and weaknesses of product line up and provide recommendation for new approach

*

Educate internal business partners and external client base on best practices for product usage. Work

*

through pain points and help to provide resolution on escalated issues.

*

Manage day-to-day activities of product issues.

*

Execute new product initiatives that are aligned with product strategy. Assist in development of idea proposals based upon business and client analysis.

*

Develop and present large scope business cases that are supported by strong analysis and are commercially compelling.

*

In conjunction with Senior Management and Finance, implement product pricing strategies. Be able to defend price decisions and demonstrate effectiveness.

*

Collaborate with Finance, Product Consulting and Marketing to develop penetration/segmentation program content.

*

Present at internal conferences and senior management meetings.

*

Maintain a comprehensive understanding of the current state of and trends in the industry

*

Use influence skills to develop strong, positive relationships across the organization.

*

Develop methods to acquire, package and share product and marketplace expertise.

Qualifications

Education and Experience


* Bachelor's degree required. MBA a plus

* 10-12 years experience in the financial services industry with deep focus on mutual funds and other investment products, program / product management and development.

* Series 7 and 63 licenses required

Skills and Knowledge


*

Understanding of the broker/dealer and RIA marketplace, with particular familiarity with broker sold funds regulatory issues needed (ROA, CDSC, LOI, etc.) and how broker dealer segment needs differ (fee-based versus transaction based advisors or Banks versus Independents, for example).

Experience and familiarity with FBSI, DART and other Fidelity systems a plus.

*

Strong interpersonal, verbal and written communication skills

*

Proven negotiation skills, and the talent to influence and work with people across a complex organization.

*

Strong analytical, strategic thinking and problem solving skills

*

Ability to excel working individually and in a team environment

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 over $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

: Product Development & 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]]> Wed, 25 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Boston-Vice-President,-Product-Management-Fidelity-Institutional-Job-MA-02108/863403/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Boston-Vice-President,-Product-Management-Fidelity-Institutional-Job-MA-02108/863403/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

Position Overview:

Will provide finance and strategic support to enterprise-wide General & Administrative (G&A) expense reduction initiative, as well as manage other Finance Corporate Services initiatives.

Will provide analytical and informational support to senior executives in framing long term G&A strategy, including developing G&A support model framework prototype, inventorying key activities for each function and establishing activity cost baselines, reviewing proposals with key stakeholders and establishing customer demand and required service levels. Will manage G&A Initiative work, including communication with CFO and Presidents of G&A organizations to define the G&A baseline and establish expense reduction goals; monitor enterprise-wide progress towards G&A expense reduction commitments; establish and manage monthly financial reporting of G&A expense reduction initiative to the CFO, Presidents of G&A organizations and other stakeholders; establish and manage G&A initiative scope change management processes.

Will perform project planning, collection of information, analysis, and presentation of findings with recommendations when appropriate. Serve as the Project lead on multiple Finance Corporate Services initiatives, such as Asset Management Reporting Transformation, Performance Management strategic pillar coordination, etc: Work with project stakeholders to set goals for the initiatives; Develop scope and approach for the initiatives; Lead project team to accomplish objectives of the initiative; Provide project management for the initiative; Support the Vice President in other initiatives, such as Critical Thinking project within People and Environment strategic pillar. Perform analysis on the impact of each initiative. Perform research and synthesize information on best practices relating to specific Finance processes and activities and evaluate for possible inclusion in Finance strategy.

Qualifications

Education and Experience
:

BS in Finance or Business and 5 years experience in Job Offered or 5 years of experience performing financial analysis of investment management and mutual fund business and operations or, in the alternative, MS in Finance or MBA plus 2 years experience in Job Offered or 2 years of experience performing financial analysis of investment management and mutual fund business and operations

Special Requirements:

· Demonstrated Expertise (DE) activity based costing and multi-year financial modeling of mutual fund operations using Hyperion Essbase

· DE analyzing and forecasting budget processes, revenue and expense structures of brokerage and HR outsourcing operations and services

· DE developing financial models for HR outsourcing product launch and management, performing competitive market analysis to inform model assumptions and reporting results to senior management

Job

: Finance

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-Financial-Analyst-IV-Director-I-Job-MA-02129/927265/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Boston-Financial-Analyst-IV-Director-I-Job-MA-02129/927265/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

Based in Boston, this position will be on the public policy team in the Fidelity Investments Government Relations and Public Policy Group (GRPP). The position reports to Vice President, Policy Development and Advocacy Support. It will support the Executive Vice President and entire group in communicating internally and to clients, help business units communicate to clients and customers on policy related matters, and support the government relations team in communicating to external opinion leaders. The position will be primarily responsible for executive communications: developing a range of materials from high-level visual concepts (PowerPoint) to more narrative public-policy related communications. The position will also help deliver consistency across various documents used by the group.

The group supports the entire Fidelity enterprise and works directly with a large number of policymakers and their staff at the federal and state levels and helps manage relationships with trade associations and opinion leaders with whom Fidelity often partners to help execute policy goals.

Position Responsibilities

* Primary Responsibilities would be to compose, draft and edit:

* Presentations for EVP and rest of team to give to Fidelity employees and clients about what's happening in government and how it impacts them

* Talking points about policy issues for client-facing associates

* Congressional or regulatory testimony for Fidelity executives

* Documents about policy issues for Fidelity clients (Fidelity.com, Fidelity Exchange, business unit publications to clients, fact sheets, etc.)

* Execute daily management of SmartBrief email

* Write / edit "Week in Government" email

The position would also have responsibility to:

* Help strengthen and create more uniform advocacy materials used by the government relations team

* Research policy issues, industry positions, think tank proposals, etc.

* Collect and maintain data to be used in briefings and advocacy materials

* Routinely update talking points about Fidelity to be used with policymakers

* Work with other members of the group to develop policy updates for the Fidelity Executive Committee and other business unit leaders, and prepare briefing materials for various meetings

* Help distribute policy materials to various internal audiences

* Maintain intranet site for GRPP and Fidelity Vote website

* Develop and edit communications for PACs

* Help with communications for grassroots/tops campaigns

The position focuses on distilling complex information and accurately articulating the impact of public policy proposals on Fidelity's businesses, products and services. It will include more writing than speaking. Initial duties will not include media strategy, outreach or community relations.

Qualifications

Education and Experience


* Proven writing and editing experience (executive communications experience helpful)

* Significant interest in and working knowledge of politics and public policy; direct experience in industry trade associations, federal or state government preferred

* Undergraduate degree in relevant field and 5-10 years of post-college work experience

Skills and Knowledge


* Excellent writing, communication and organizational skills

* Skilled and detailed understanding of how to present complex topics in a simple, easy-to-understand manner

* Ability to tailor writing to variety of audiences

* Proficiency in PowerPoint, Excel; development of visual graphics through these programs critical

* Ability to understand public policy proposals and their impact on private industry

* Familiarity with the financial services industry and/or formal and informal legislative and regulatory processes; knowledge of retirement, tax and other public policy issues also a plus

* Broad thinking, ability to handle multiple issues, organized

* Collaborative team player

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

: Other Corporate 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:

: No]]> Sun, 22 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Boston-Director,-Public-Policy-Research-and-Communications-Job-MA-02108/884581/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Boston-Director,-Public-Policy-Research-and-Communications-Job-MA-02108/884581/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description

The Equity Investment Technology (EIT) division of Fidelity Investments is currently looking for a Director of Customer Engagement and Business Analysis. This position will be responsible for managing the customer relationship with the Global Equity Trading Desks as well as managing the suite of tools that support those businesses as products.

This will require financial management of the spend and determining road maps for the products. In addition, this role focuses upon all business/systems analysis within Equity Trading Technology, assisting in determining the client's current and future needs and managing client expectations. The group consists of 6-10 business/systems analysts in Boston. The successful candidate will learn the domain that we operate within, understand the client's needs, learn about industry trends, marry the needs and trends into current and future requirements for solutions, manage client expectations for deliverables, manage certain deliverables through implementation and may assist in testing solutions. All of this will be done with an understanding of and management to TCO.

Primary Responsibilities

* Full accountability and ownership for delivery of value-added technology capabilities

* Manage the customer relationship, leveraging Fidelity core values and beliefs as well as understand the customer

* Gather information around competitors, industry, vendors, consultants as well as attend industry working groups and other forums

* Identify collaboration opportunities

* Rationalize the application portfolio for a suite of tools (or product)

* Create the roadmap and release strategy for that product

* Manage TCO for the product

* Provide seamless integration of cross functional or cross platform initiatives

* Work with the PMO and the Client to initiate a project

* Manage an analysis team of 6-10 analysts

* Understand and learn industry and market trends for Equity Trading, both domestically and internationally

* Adhere to a project lifecycle methodology for delivering a solution

* Work with Engineering to prototype potential solutions while learning about the business problem we are trying to solve

* Improve the overall user experience of any solution provided, trying to stick with Keep it Simple

* Manage talent within the team by providing direction, individual development plans, objectives and coaching/mentoring

Fidelity Management & Research Company (FMRCo) acts as the investment advisor to Fidelity's family of mutual funds. FMRCo has more than 1000 investment professionals worldwide who are responsible for managing more than $3 trillion for millions of retail and institutional investors. Equity Investment Technology (EIT) is responsible for developing and maintaining a broad range of software products / applications used by equity business users for order management, portfolio construction, and various research activities.

Qualifications

Education and Experience


* Bachelors Degree in Economics or similar (MBA or CFA a plus) from an accredited college/university and ten years demonstrated work experience or an equivalent combination of related training and experience

* 7 to 10 years of business/systems analysis experience, preferably in Financial Services

* 7 to 10 years experience leading and growing teams (10 people)

* 5 to 10 years of directly interacting with clients and managing their expectations

* 2 years of product management experience

* 2 years of project management experience

* Previous use of RUP, Agile or Waterfall project lifecycle methodology

Skills and Experience

* Proven ability to manage talent by attracting, developing, and retaining staff capable of achieving business objectives in conjunction with personal and professional development

* Strong desire to partner with different technology teams within EIT and Fidelity Investments Management Technology to deliver best in class solutions to Global Equity Trading Desks.

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

: Systems Analysis

Primary Location

: MA-Boston

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, 11 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Boston-Vice-President,-Client-Engagement,-Equity-Job-MA-02108/904879/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Boston-Vice-President,-Client-Engagement,-Equity-Job-MA-02108/904879/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS
Description



Position Description

Fidelity Real Estate Company is the organization responsible for providing the full range of corporate real estate planning and services to Fidelity's business units both nationally and internationally including client service management, portfolio strategy, acquisitions/leasing, project/construction management, design, facility/property management, engineering, and security and data center infrastructure management. The corporate real estate portfolio is currently in excess of 9.0 million sf.

As an important member of Fidelity Real Estate Company, you will provide administrative and secretarial support to the Vice President.

Primary Responsibilities

* scheduling and coordination of meetings

* creation of high quality presentations utilizing PowerPoint

* coordination of Travel: arrangements

* monthly T&E

* editing and proofing memos and written correspondence

* special projects

* other administrative duties as required

* pro-active approach to support

* anticipating the needs of the managers and independently carrying out the support

* ideal candidate should exhibit high standards, excellent judgment, and an ability to take initiative, and prioritize daily tasks

* the ability to multi-task with attention to detail is critical to this role

Qualifications

Education and Experience


* Minimum of 2-6 years of progressive Administrative support experience preferred

* Positive professional attitude and demeanor

Skills and Knowledge


* Must be able to exercise judgment, tact and diplomacy on behalf of executive when dealing with other executives and levels of management

* Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook)

* Excellent customer service, and oral and written communication skills

* Professional and articulate with strong attention to detail

* Ability to work efficiently, effectively, and independently, with minimal supervision, and to see projects through to conclusion.

* Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems

* Ability to work with confidential material

* A self-starter with a strong sense of ownership

* A thorough knowledge of the executives span of control and company policies and procedures

Job

: Administrative Assistant & Executive Secretary

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:

: Non-exempt

Travel

: No]]> Sun, 15 Aug 2010 00:08:00 http://www.fidelity-jobs.com/job/Boston-Executive-Secretary-Fidelity-Real-Estate-Company-Job-MA-02108/878905/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS http://www.fidelity-jobs.com/job/Boston-Executive-Secretary-Fidelity-Real-Estate-Company-Job-MA-02108/878905/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS