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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 Cash Business Unit (CBU) within FIIS is structured to provide liquidity and cash management solutions to the Institutional marketplace. Our charter is to position Fidelity as the leader in cash management services by providing clients on a direct or intermediary basis with the most comprehensive solutions for short term investing. This is accomplished by providing clients with Fidelity's leadership in Institutional Money Market funds, superior client service and technology solutions. This Vice President role is a Field Sales role based in the Houston metro area covering clients and prospects to include Corporations, Non/Profits, Endowments, Higher Ed, and Government Institutions.

Primary Responsibilities

* Meet/exceed specified asset growth and new client goals in the assigned territory for Fidelity Institutional Money Market funds.

* Meet/exceed activity goals associated with existing client maintenance and growth, and prospecting for new business opportunities.

* Partner with the other Fidelity Companies to help introduce a full line of Fidelity products and services to clients and prospects.

* Cover all relationships in assigned territory in an efficient and cost effective manner. Conduct on-going, proactive activities, including frequent client visits, frequent telephone contact, regular client entertainment, formal presentations and proposals.

* Must routinely collaborate with Cash Business Unit Senior Managers, Inside Sales, Marketing, Product Management, etc. to maximize client sales coverage, support, and sales results.

* Field wholesaling/sales position requires extensive Travel: throughout territory.

Qualifications

Education and Experience


* BS or BA required.

* Series 7 and 63 licenses required.

* Must have a minimum of 10+ years of experience in the financial services industry.

* Ideal candidate will have 10+years of successful Institutional sales and/or field sales experience (preferably in the Money Market fund industry)

Skills and Knowledge


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

* Position requires (50-60%) overnight travel and the ability to work effectively from home office.

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

* Requires investment industry expertise, client business knowledge, and understanding of competitor strategies, strengths and vulnerabilities.

* Must demonstrate excellent stand-up presentation, communication and listening skills.

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

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of over $2.9 trillion, including managed assets of over $1.4 trillion as of July 31, 2009. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to 20 million individuals and institutions as well as through 5,000 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Sales & Relationship Management

Primary Location

: 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]]>http://www.fidelity-jobs.com/job/HOUSTON-Vice-President,-Money-Market-Fund-Wholesaler-Job-TX-77001/607676/6076766076762010-04-12FidelitySales & Relationship Managementfull-timeUSDstarting0BSTX-Houston, US
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, RIAs, banks, trust companies and insurance companies. The company offers Fidelity Funds, 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 Wealth Advisor Wholesaler will sell and retain Fidelity-managed assets at large RIA firms and trust banks by using expert sales skills and strong investment and capital markets knowledge.

Primary Responsibilities:

* Utilize needs-based selling to profile clients, identify opportunities, and sell/retain Fidelity-managed assets with sophisticated buyers at institutional-scale RIA firms and bank wealth management providers.

* Develop and implement business plans for the territory using activity-oriented objectives, in order to guide day-to-day priorities and to track progress against goals.

* Manage client relationships primarily through face-to-face visits but also with telephone and email communications. Use deliberate, thoughtful scheduling and calendar management in order to maximize client time and to ensure activity corresponds to territory priorities.

* Respond in a timely and professional manner to questions and issues from territory clients in order to establish client trust and loyalty.

* Develop and maintain strong knowledge of Fidelity portfolios and of current economic and market conditions through portfolio manager meetings and through monitoring of financial industry media. Associate should be able to offer actionable insight and information on markets and Fidelity funds in order to establish oneself as a valued resource.

* Build trusting relationships with counterparts in Fidelity's RIA custody division (IWS). These relationships should lead to IWS associates actively seeking the individual's involvement in their RIA client relationships.

* Represent Fidelity's advisor-sold 401(k) offering along with asset management products

* Demonstrate effective use of client & territory management tools. Use CRM and call reporting tools in a consistent and timely manner. Complete pipeline and other business reporting accurately and on time.

Qualifications

Education and Experience
:

* Bachelor's degree required. MBA a plus.

* 8 + years of financial services or equivalent sales experience

* NASD Series 7 & 63 required; CIMA or CFA designation a plus.

Skills and Knowledge
:

* Demonstrated ability to implement and utilize needs-based selling techniques and strategies

* Expert knowledge of capital markets and in-depth knowledge of asset management products

* Track record of successful client interaction and follow-up are required.

* Ability to build internal partnerships and relationships in a team environment

* Strong computer skills required

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

: Institutional

Primary Location

: TX-Dallas

Other Locations:

: KS-Kansas City - Investor Center, TX-Houston Texas Medical 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, 75% of the time]]>http://www.fidelity-jobs.com/job/DALLAS-Vice-President-Wealth-Advisor-Wholesaler-(RIA-Trust-Bank)-Job-TX-75201/613393/6133936133932010-04-12FidelityInstitutionalfull-timeUSDstarting0BSHouston Texas Medical Center, TX-Dallas KS-Kansas
Description



Position Description

Leap is Fidelity Investments exciting training and development program for new IT graduates. Leap is designed to accelerate the development of recent IT graduates to become best-in-class software developers or systems analysts with the potential to become Fidelity's future technology leaders. Participants in the program will experience an enriched on-boarding process followed by specific technology, business and professional skills training. The program is based in Durham, NC and New England (Boston, MA, Marlborough, MA, Smithfield, RI and Merrimack, NH). We are currently hiring for the next Leap class starting in July 2010.

The program offers two specific functional paths followed by a technical project assignment. Participants will design, develop and test innovative solutions core to the firm's ability to provide the best products and services to our customers.

Upon completion of the 6 month program, associates will be placed in a dynamic full-time role in software development or systems analysis across Fidelity's diverse technology organization.

Software Development Track

Participants engaged in the Software Development track will acquire knowledge and experience in the areas of:

* Software Development Life-Cycle - focused on agile, systems analysis, design, development, testing and support of software applications

* OO Development using UML, Java/J2EE, C++ and XML

* Web application development using HTTP server, Web Services and Open Source technologies (Linux, Struts, Spring MVC, Hibernate and iBatis ORM)

* RIA, Ajax, Web Services, JSON, XML, Dojo

* Flex and Flash development

* Database creation, development, and data manipulation using SQL and PL/SQL (Oracle RDBMS)

* Quality Assurance - Unit Testing and System Integration Testing

* Security - Information Security, Secure Application Development

Systems Analysis Track

Associates engaged in the Systems Analysis track will acquire knowledge and experience in the areas of:

* Business requirements elicitation and specification

* System design specification including UI design

* Project management for Systems Analysis

* Business knowledge acquisition and application to IT projects

* Software Development Life-Cycle - focused on agile, business analysis and requirements gathering, project management, quality assurance and testing, support for design and development

* OO Design using UML

* Software Development basics including Java, SQL and PL/SQL

* Security - Information Security, Secure Application Development

* Quality Assurance - Test planning, test case preparation and execution using industry standard tools

Qualifications

Education and Experience


* BS degree in Computer Science/Computer and/or Systems Engineering or Information Technology or other major with a technical minor/concentration

* Prior technology-related internship experience is preferred

* Hands-on technical experience in application development, databases and/or networking

* Interest in financial services industry

Skills and Knowledge


* Able to break down and creatively solve problems

* Flexible and adaptable at applying skills to different situations

* Eager to learn and continuously improve

* Proactively seeks out new challenges

* Good listener and collaborator

* Effectively copes with ambiguity

* Attention to detail

* Understanding Software Development Lifecycle & OO programming concepts (Java, C++ or C#)

* Basic Java language skills + foundations of OO design

* Understanding of Relational Databases

* Experience with relational DB access, SOAP or web services in Java a plus

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

: Technology

Primary Location

: NC-Durham

Other Locations:

: RI-Smithfield , MA-Marlborough, MA-Boston, NH-Merrimack

Schedule:

: Full-time

Job Level:

: Entry Level

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/DURHAM-Software-Developers-Systems-Analysts-Leap-Entry-Level-Positions-May-graduates-Job-NC-27701/627484/6274846274842010-04-12FidelityTechnologyfull-timeUSDstarting0BSMerrimack, NC-Durham RI-Smithfield , MA-Marlboroug
Description



Position Description

This role is for an experienced VP-level manager with hands-on technical lead responsibilities for equity and options electronic trading applications. This person will provide technical thought leadership on multiple complex projects in areas such as smart order routing, algorithmic trading, pre & post trade transaction cost analysis and risk analysis. This entails managing project teams consisting of members from multiple IT groups and sites. Additional project management responsibilities include project estimation, budget management, developing project planning strategies, establishing milestones/Schedule:s, maintaining & reporting project status, and monitoring activities of all team members. This role is based out of Boston, MA or New York.

Capital Markets, Infrastructure & Trading Technology provides technology services, including architecture, design, development, and support for Fidelity's Institutional Product Group. We support Fidelity's Capital Markets Electronic Trading environment and their ongoing commitment to provide institutional, intermediary and retail clients' access to the people and trading solutions they need to help them achieve their trading objectives.

Primary Responsibilities

* Technical software visionary for both domestic & international automated trading applications supporting equity and other product types

* Lead a highly collaborative cross-functional team in the analysis, design and construction of complex equity and options trading systems including cross-asset algorithmic trading, smart order routing, internal crossing engines, marketplace connectivity, low-latency market data and pre & post trade analytics

* Ensure objectives are met in accordance with established priorities, time limitations and funding criteria

* Keep management informed of progress and issues

* Communicate clearly and concisely both verbally and in writing

Qualifications

Education and Experience


* Bachelors degree required

* Proven background in leading the technical visioning and execution of large, complex, automated trading systems. Strong communication, partnering and technical leadership abilities. Extensive experience working across the business and technology communities to design & deliver superior trading solutions.

* 15+ years developing complex, low latency, high throughput equity trading systems employing leading edge technology

* Must have a thorough understanding of the principals behind routing to ECNs, dark venues and exchanges (liquidity, price, impact, volume, etc.) Experienced in establishing connections with dark/light venues

* Knowledge of streaming market data (equities, options, indexes) is needed, as well as, experience dealing with market data providers such as Reuters, Wombat, Activ, NASDAQ and NYSE

* In-depth knowledge of FIX protocol and message formats is required

Skills and Knowledge


* Experience working with 3rd party data centers to co-locate trading applications close to marketplaces is preferred

* Must have a thorough understanding of network and server infrastructure, in-memory databases, latency monitoring and performance tuning techniques

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of $3.0 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 more than 23 million individuals and institutions as well as through 5,500 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.

Job

: Client Server & Web Development

Primary Location

: MA-Boston

Other Locations:

: NY-New York, NJ-Jersey City

Schedule

: Full-time

Job Level:

: Executive

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/BOSTON-Vice-President-Equity-Trading-Technical-Solutions-Job-MA-02108/640820/6408206408202010-04-12FidelityClient Server & Web Developmentfull-timeUSDstarting0BSJersey City, MA-Boston NY-New York, NJ, US
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. FIWS custodies over $320 billion in assets on behalf of more than 3,500 clients, as of June 30, 2009. The Practice Management Consultant assesses, documents, and makes recommendations regarding an Advisor's overall operational workflow and efficiency. The scope of a client engagement includes processing and report generation, trade-to-settlement workflow, document management, and pre-trade and post trade compliance. The Consultant will also review CRM, Financial Planning, and Portfolio Management tools and recommend best-practices. As appropriate, Fidelity and non-Fidelity/third-party technology and tools will be included in the recommendations. The Consultant should be well versed on operational and workflow best practices, and the regulatory environment. This will enable the consultant to analyze the client's current state, and provide holistic, integrated process improvement and technology recommendations.

Primary Responsibilities

* Assist IWS clients in assessing technology needs, recommending best practice solutions, and operational process improvements in written documentation.

* Partner with Relationship Managers and IWS technology partners in assessing and serving client needs.

* Determine areas of operational risk and/or inefficiency. Identify key barriers for adopting recommended solutions.

* Research and investigate applicable third-party alternatives. Work with client to define requirements and provide appropriate alternatives.

* Gather client feedback and enhancement suggestions.

* Proactively work with the product management team to address client feedback and implement enhancements to existing technology.

* Serve as subject matter expert on IWS technology solutions

Qualifications

Education and Experience


* 7+ years experience in the Financial Services Industry is required

* 3 or more years overall experience in the following areas preferred: Portfolio Management Systems, Trade Order Management Systems, Trust Accounting Systems

* Prior consulting experience preferred

* Back office workflow and operations experience

* Series 7, 63 required

Skills & Knowledge

* Strong communication skills, both verbal and written, with an ability to express complex business concepts and technical terms to a broad audience

* Exceptional presentation skills, solid analytical, strategic thinking, and creative problem solving skills are required. These include, but are not limited to: ability to analyze and define problems, collect data, establish facts, and draw valid conclusions

* Ability to comprehend front and back office processes and procedures

* Detail-oriented with exceptional organizational skills

* Multitasking and good time management skills required

* Strong drive and initiative

* Exceptional collaborative skills

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of $3.0 trillion, including managed assets of more than $1.4 trillion as of August 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

: Project Management

Primary Location

: CA-San Francisco

Other Locations:

: IL-Chicago, 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, 50% of the time]]>http://www.fidelity-jobs.com/job/BOSTON-RIA-Practice-Management-Consultant-Technology-and-Operations-Job-MA-02108/644759/6447596447592010-04-12FidelityProject Managementfull-timeUSDstarting0BSWestlake, CA-San Francisco IL-Chicago, TX, US
Description



Position Description

As part of the firm-wide international program Fidelity Capital Markets' Securities Finance desk will be expanding its scope to include international markets. This initiative is important to realize incremental revenues, facilitate firm funding initiatives and to expand the firm's international product suite.

Primary Responsibilities

The Product Manager for the International Securities Finance business will be responsible for establishing and executing the strategic direction of that business line. The Product Manager will be responsible for all aspects of the product, including Trading / Operations / Technology & Infrastructure.

Qualifications

Education and Experience


* 10-15 years relevant experience

* Mid /Senior level management experience.

* Undergraduate degree required, MBA a plus.

* Experience in all facets of the product, including front office, operations, middle office and technology

* Experience with client-facing and cross-company initiatives.

* Expertise in project management discipline.

* Prior experience and oversight responsibility for technology and business budget planning, including staffing.

Skills and Knowledge


* High level of familiarity with technology service providers in the securities finance space.

* Ability to hold individuals accountable for results.

* Ability to lead and motivate teams.

* Strong project organization and controlling skills.

* Comfortable working with all levels of staff.

* Strong written and verbal communication skills.

* Must have experience with SunGard products, including Martini / Global One, Loanet, SWIFT and DTCC.

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of $3.1 trillion, including managed assets of nearly $1.5 trillion as of September 30, 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, a leading online brokerage firm and one of the largest providers of custody and clearing services to financial professionals.

Job

: Product Development & Management

Primary Location

: MA-Boston

Other Locations:

: NY-New York

Schedule:

: Full-time

Job Level:

: Manager

Education Level

: Master's Degree (±18 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/Product-Manager-International-Securities-Finance-Future-Opportunity-Job/673355/6733556733552010-04-12FidelityProduct Development & Managementfull-timeUSDstarting0BSNew York, MA-Boston NY, US
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. FIWS custodies over $370 billion in assets on behalf of more than 3,500 clients, as of September 30, 2009. The M&A / Breakaway Consultant will support Sales in the counseling of prospective IWS clients in choosing an appropriate business model, including starting a new RIA, joining an existing practice or roll-up firm. This would also include hands-on start-up consulting services to large prospects. The consultant will serve as the internal IWS expert on merger and acquisition activity in the RIA space. This includes maintaining knowledge of the "breakaway" environment and related trends in the wirehouse arena. In addition, the consultant will help inform and facilitate M&A activity on behalf of existing clients looking to grow through acquisition of other independent advisors and breakaway brokers. The consultant will maintain strong relations with third-party wirehouse recruiters and consultants, as well as investment bankers and other M&A experts in the RIA space.

Primary Responsibilities

* Partner with Sales team in hands-on start-up assistance for large prospects

* Assist prospective IWS clients/ breakaways with business model decision-making, platform design, and transition process

* Facilitate match-making for breakaway clients with appropriate RIA or roll-up firm

* Serve as liaison to wirehouse recruiters and transition consultants

* Assist existing IWS clients with acquisition opportunities/M&A

* Engage with third-party M&A and business consultants, investment bankers to help consummate M&A for IWS clients

* Proactively work with the RM and Sales organizations to address client feedback and implement program enhancements

Qualifications

Education and Experience


*

7+ years experience in the Financial Services industry is required

*

Experience in both wirehouse and independent advisor space

*

Direct or indirect experience with merger and acquisition (M&A) activity in financial services industry

*

Prior business consulting experience

*

Experience in advisor/broker recruiting

*

Series 7, 63

Skills and Knowledge


* Ability to communicate effectively in both the wirehouse and independent channels

* Strong collaborative skills and ability to negotiate (manage competing objectives)

* Strong communication skills, both verbal and written, with an ability to express complex business concepts to a broad audience

* Good presentation skills, solid analytical, strategic thinking, and creative problem solving skills are required.

* Understanding of M&A industry - key players, trends and general concepts

* Multitasking and good time management skills required

* Strong drive and initiative

Company Overview

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

: Investment Management

Primary Location

: MA-Boston

Other Locations:

: TX-Westlake, IL-Chicago, 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]]>http://www.fidelity-jobs.com/job/RIA-Practice-Management-M-26A-Breakaway-Consultant-Job/687168/6871686871682010-04-12FidelityInvestment Managementfull-timeUSDstarting0BSSan Francisco, MA-Boston TX-Westlake, IL-Chicago,
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. FIWS custodies over $370 billion in assets on behalf of more than 3,500 clients, as of September 30, 2009. The M&A / Breakaway Consultant will support Sales in the counseling of prospective IWS clients in choosing an appropriate business model, including starting a new RIA, joining an existing practice or roll-up firm. This would also include hands-on start-up consulting services to large prospects. The consultant will serve as the internal IWS expert on merger and acquisition activity in the RIA space. This includes maintaining knowledge of the "breakaway" environment and related trends in the wirehouse arena. In addition, the consultant will help inform and facilitate M&A activity on behalf of existing clients looking to grow through acquisition of other independent advisors and breakaway brokers. The consultant will maintain strong relations with third-party wirehouse recruiters and consultants, as well as investment bankers and other M&A experts in the RIA space.

Primary Responsibilities

* Partner with Sales team in hands-on start-up assistance for large prospects

* Assist prospective IWS clients/ breakaways with business model decision-making, platform design, and transition process

* Facilitate match-making for breakaway clients with appropriate RIA or roll-up firm

* Serve as liaison to wirehouse recruiters and transition consultants

* Assist existing IWS clients with acquisition opportunities/M&A

* Engage with third-party M&A and business consultants, investment bankers to help consummate M&A for IWS clients

* Proactively work with the RM and Sales organizations to address client feedback and implement program enhancements

Qualifications

Education and Experience


*

7+ years experience in the Financial Services industry is required

*

Experience in both wirehouse and independent advisor space

*

Direct or indirect experience with merger and acquisition (M&A) activity in financial services industry

*

Prior business consulting experience

*

Experience in advisor/broker recruiting

*

Series 7, 63

Skills and Knowledge


* Ability to communicate effectively in both the wirehouse and independent channels

* Strong collaborative skills and ability to negotiate (manage competing objectives)

* Strong communication skills, both verbal and written, with an ability to express complex business concepts to a broad audience

* Good presentation skills, solid analytical, strategic thinking, and creative problem solving skills are required.

* Understanding of M&A industry - key players, trends and general concepts

* Multitasking and good time management skills required

* Strong drive and initiative

Company Overview

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

: Institutional

Primary Location

: MA-Boston

Other Locations:

: TX-Westlake, IL-Chicago, 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]]>http://www.fidelity-jobs.com/job/RIA-Practice-Management-M-26A-Breakaway-Consultant-Job/687169/6871696871692010-04-12FidelityInstitutionalfull-timeUSDstarting0BSSan Francisco, MA-Boston TX-Westlake, IL-Chicago,
Description

We are proactively recruiting for future openings in Morristown, Millburn, Red Bank, and Paramus Investor Centers.

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

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



Position Description

The Private Client VP/Senior Account Executive has responsibility for the management, retention and development of his/her assigned client households. Each Account Executive will manage a book of approximately 400-500 client accounts, who hold Fidelity Retail assets of $1mm+. The Account Executive is the lead for the client management team and insures the development and retention of these clients' accounts. The Account Executive works collaboratively with multiple business specialists to effectively create the best possible customer experience and meet the clients' broad range of investment needs.

Primary Responsibilities

*

Develop existing client relationships to retain and increase total assets, revenues and profitability

*

Build a book of business, market share and share of wallet by acquiring new clients, community outreach, and referrals

*

Effectively create the best possible customer experience and meet the clients' broad range of investment needs

*

Leverage local branch team and phone service team to increase client's understanding of the benefits and usage of the service mode

*

Leverage the expertise of the Fidelity organization including key product and service groups in face to face interactions with HNW (High Net Worth) clients

*

Understanding of the client's overall financial goals and objectives and the ability to present the broad range of Fidelity HNW products and services

Qualifications

Education and Experience


*

Must have at least ten years financial services experience, with 7-10 years of sales experience

Skills and Knowledge


*

Series 7 & 63 Securities Licenses required prior to hire

*

Series 66 (63/65) and Insurance Licenses required (or to be obtained within 3 months or hire)

*

In depth understanding of financial markets - solid understanding and experience with trust, estate planning, tax planning, insurance, and financial planning

*

Demonstrated consultative selling skills, Investment Consultation and Financial Planning

*

Ability to effectively build credibility and rapport with clients - experience with High Net Worth Clients required

*

Outstanding listening and communications skills; the ability to simplify complicated financial concepts; effective public speaking experiences, group dynamic skills

*

The ability to close, i.e. to present solutions that are on target for customers and to motivate customers to take action

*

Strong coaching and management experience preferred, especially working in a virtual team

*

Understanding of operational, compliance and risk issues in the brokerage business

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of $3.0 trillion, including managed assets of more than $1.4 trillion as of August 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, visitwww.fidelity.com.

Job

: Wealth Management

Primary Location

: NJ-Paramus - Investor Center

Other Locations:

: NJ-Red Bank - Investor Center, NJ-Morristown - Investor Center, NJ-Millburn - Investor Center

Schedule:

: Full-time

Job Level:

: Manager

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/PARAMUS-Private-Client-VP-Senior-Account-Executive-New-Jersey-Investor-Centers-Job-NJ-07652/690504/6905046905042010-04-12FidelityWealth Managementfull-timeUSDstarting0BSNJ-Paramus r NJ-R
Description

We are proactively recruiting for future openings in our Manhattan Investor Centers.

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

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



Position Description

The Private Client VP/Senior Account Executive has responsibility for the management, retention and development of his/her assigned client households. Each Account Executive will manage a book of approximately 400-500 client accounts, who hold Fidelity Retail assets of $1mm+. The Account Executive is the lead for the client management team and insures the development and retention of these clients' accounts. The Account Executive works collaboratively with multiple business specialists to effectively create the best possible customer experience and meet the clients' broad range of investment needs.

Primary Responsibilities

*

Develop existing client relationships to retain and increase total assets, revenues and profitability

*

Build a book of business, market share and share of wallet by acquiring new clients, community outreach, and referrals

*

Effectively create the best possible customer experience and meet the clients' broad range of investment needs

*

Leverage local branch team and phone service team to increase client's understanding of the benefits and usage of the service mode

*

Leverage the expertise of the Fidelity organization including key product and service groups in face to face interactions with HNW (High Net Worth) clients

*

Understanding of the client's overall financial goals and objectives and the ability to present the broad range of Fidelity HNW products and services

Qualifications

Education and Experience


*

Must have at least ten years financial services experience, with 7-10 years of sales experience

Skills and Knowledge


*

Series 7 & 63 Securities Licenses required prior to hire

*

Series 66 (63/65) and Insurance Licenses required (or to be obtained within 3 months or hire)

*

In depth understanding of financial markets - solid understanding and experience with trust, estate planning, tax planning, insurance, and financial planning

*

Demonstrated consultative selling skills, Investment Consultation and Financial Planning

*

Ability to effectively build credibility and rapport with clients - experience with High Net Worth Clients required

*

Outstanding listening and communications skills; the ability to simplify complicated financial concepts; effective public speaking experiences, group dynamic skills

*

The ability to close, i.e. to present solutions that are on target for customers and to motivate customers to take action

*

Strong coaching and management experience preferred, especially working in a virtual team

*

Understanding of operational, compliance and risk issues in the brokerage business

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of $3.0 trillion, including managed assets of more than $1.4 trillion as of August 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, visitwww.fidelity.com.

Job

: Wealth Management

Primary Location

: NY-New York - Investor Center

Schedule:

: Full-time

Job Level:

: Manager

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/NEW-YORK-Private-Client-VP-Senior-Account-Executive-Manhattan-Investor-Centers-Job-NY-10001/690505/6905056905052010-04-12FidelityWealth Managementfull-timeUSDstarting0BSNY-New York, US
Description

Company Overview:

National Financial, a Fidelity Investments company, offers Integrated Brokerage Solutions® to 315 clients in the United States ranging from retail broker/dealers to institutional investment firms. Collectively, there are nearly 85,000 brokers and advisors associated with National Financial correspondent broker-dealers. As of March 31, 2009, National Financial custodied $488 billion in assets, representing nearly 5.4 million accounts. Integrated Brokerage Solutions incorporates innovative technology, products and programs, supported by dedicated client service professionals and trusted industry alliances. This holistic, solutions-oriented approach is designed to help client firms attain competitive advantage by driving growth, creating efficiency and managing risk.

National Financial is planning to expand their services in the Canadian market place and as a result the organization will be seeking a Chief Compliance Officer to be part of this business.

Chief Compliance Officer

Purpose of Role:

Assume critical leadership role on all regulatory, compliance, internal audit for the firm. Successfully interface with clients and ensure relationships with Introducing Brokers & all trading clients meet compliance guidelines and approved policies & procedures. Play a strategic leadership role as a senior team member. Provide coordination of responsible functions to achieve efficiency and leverage resources available within Fidelity to meet objectives of firm.

Key Accountabilities:

Regulatory accountabilities:

*

ADP (alternate designated person) ( note: IIROC requires CCO to be either UDP or ADP)

* Branch Manager

* Chief Privacy Officer

* AML Officer

* Officer responsible for trading supervision

* Officer responsible for training

* Responsible for managing regulatory matters with outside counsel.

* Responsible for managing relationships with all regulatory agencies both provincially and nationally on behalf of the firm.

Compliance Accountabilities:

* Ensure firm meets all IIROC requirements in their business practices and service model.

* Partner with other departments to ensure they clearly understand their role in compliance and that their compliance activities are carried out effectively. Conduct training and education as appropriate.

* Partner with other departments to identify compliant and practical solutions to business issues.

* Monitor and influence changes in industry rules and regulations. Represent FCC to regulators and the industry.

* Establish acceptable policies and procedures within the firm for IIROC review and approval.

* Manage all service approvals through IIROC and maintain knowledge of new and developing compliance rules and analyze impact to IASG as a carrying broker and understand implications to IB's as clients of IASG.

* Ensure all registrations of the firm are in good order and that each registrant meets the proficiencies of their position and maintains their continuing education requirements for both professional development and ongoing compliance knowledge.

* Perform the functions of the branch manager and maintain evidence of supervision of all regulated activities within the firm.

* Provide supervision of all trading activities in the firm.

* Ensure we adhere to all AML and gatekeeper standards and report suspicious activity as required.

* Report annually in writing to the board of IASG on status of compliance matters for the firm.

* Participate in appropriate committees of IIROC, such as Ontario District Council.

Internal Audit Accountabilities:

* Manage the internal audit function and design & implement an internal audit plan to accommodate the growth of the firm as new Introducing Broker's convert to IASG.

* Apply the internal audit function as applicable to IB's and audit upon notice, documentation and trading practices to ensure good compliance controls in place.

* Manage the testing of the core Dataphile platform to meet the specifications of IASG in coordination with all departments of IASG.

* Assume responsibility for the System administration function and ensure proper permission levels are established within IASG and the Introducing Brokers. (This function has been managed by Tactico thus far and will Shift: over to internal audit pre-live with client mode.)

Training Accountabilities:

* Ensure all staff are familiar with our regulatory obligations and AML requirements.

* Design, maintain and deliver the 90 day training program to any new registrants as required.

* Document and monitor staff progression through additional courses as required by the firm for employee development.

Client Management:

* Maintain strong client relationships and meet with senior leadership of IB's to ensure their satisfaction with our service levels. Establish rotational meetings to include key departments.

* Assist new IB's in the adherence of policies and procedures by coordinating training with new firms and staff.

* Coordinate client forums for service and compliance opportunities to improve effectiveness.

Qualifications

Experience, Education and Licenses:

* Over 15 years of experience in Canadian financial services/ brokerage industry.

* All required experience levels for IIROC to manage in capacity of UDP, ADP, Branch Manager, and CCO, as positions have all been held previously within IIROC firms.

* University degree or equivalent experience

* Canadian Securities Course

* Partner's Directors Officers Exam

* Chief Compliance Officer's Exam

* Branch Managers Exam

* Effective Branch Manager's Course

Skills and Knowledge
:

* Requires in-depth knowledge of the compliance and regulatory framework in Canada.

* Requires an understanding the brokerage industry landscape and products and services critical to firms, who may become our introducing brokers or trading clients.

* Must be able to anticipate regulatory issues and manage relationships nationally for the firm.

* Infrastructure/ operational/product/service knowledge of Canadian brokerage firm procedures.

* Strong negotiating skills and client relationship management skills.

* Well established management and leadership skills. Strong team play.

* Business builder with an entrepreneurial spirit to put policies in place in a fast developing business. Previous experience in start-up a must.

* Reputation for adherence to standards, policies and all regulatory requirements.

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

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

Education Level

: Bachelor's Degree (±16 years)

Job

: Legal/Compliance/Audit

Job Level:

: Executive

Job Type

: Standard

Overtime Status:

: Exempt

Primary Location

: ON-Toronto

Schedule:

: Full-time

Shift

: Day Job

Travel:

: No]]>http://www.fidelity-jobs.com/job/TORONTO-Chief-Compliance-Officer-Job-ON/702699/7026997026992010-04-12FidelityLegal/Compliance/Audit Job Level : Executive Jofull-timeUSDstarting0BSToronto, ON, CA
Description

Sales Coordinator

Business Overview:

The Fidelity Advisor business provides Fidelity mutual funds to investors through a network of third-party brokers and financial advisors. As a mutual fund manufacturer, Fidelity strives to provide a complete line of products and services which meet the needs of all investors seeking investment vehicles for both short and long term investments. It is the primary goal of Fidelity to support investment professionals as they endeavour to prepare their clients for retirement and other significant life goals which demand focused financial management.



Position Description:

The Sales Coordinator is an integral business partner within the District Sales Team and provides essential support to complete the sales function. The role hosts several unique and challenging responsibilities but primarily centers around partnership with the District Sales Team, Compliance, Marketing and Accounts Payable.

Primary Responsibilities:

* Provide sales and administrative support for 3 designated District Sales Teams through the management of the Wholesaler calendar, the coordination of territory sales events and effective communication and follow up with financial advisors

* Responsible for booking a portion of client meetings for 3 Wholesalers in designated territories

* Act as primary co-op marketing and compliance administrator for the designated sales team

* Manage the continuous data integrity process for internal sales reporting requirements

* Actively participate in the sales process and regional events when required

Qualifications

Education, Experience and Licenses:

* Post Secondary education

* 2 years experience in an administrative support role, preferably within the financial services industry

* Completion of Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC) preferred (or completed within the first year)

Skills and Knowledge
:

* Excellent organizational skills and an ability to prioritize and multitask

* Strong customer relationship management skills

* Team player with good interpersonal skills.

* Ability to understand and explain financial products, services and investment concepts

* Excellent verbal and written communication skills

* Strong computer skills in MS Office (Excel, Word, PowerPoint, Outlook) and Adobe Acrobat

INTERESTED APPLICANTS ARE ENCOURAGED TO APPLY ONLINE AT: www.fidelity.ca/careers (please include an english version of your resume)

In order to be considered for this position, please ensure you complete all required questions.

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 $40 billion in mutual fund and corporate pension plan assets ($CAD, as at March 31, 2009) 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) administers defined contribution plans and manages defined benefit assets on behalf of corporate clients across Canada.

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. $1.2 trillion (as at March 31, 2009).

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

: Other Sales

Job Level:

: Entry Level

Job Type

: Standard

Overtime Status:

: Non-exempt

Primary Location

: QC-Montreal

Schedule:

: Full-time

Shift:

: Day Job

Travel:

: No]]>http://www.fidelity-jobs.com/job/MONTREAL-Sales-Coordinator-(Montreal)-Job-QC/702701/7027017027012010-04-12FidelityOther Sales Job Level : Entry Level Job Type : full-timeUSDstarting0BSMontreal, QC, CA
Description

Fidelity is proud to be recognized as an industry-leading employer. For 2009, Fidelity Canada has been named one of Greater Toronto's Top 75 Employers by the Toronto Star.

Work with industry leaders promoting our investment products and services to the financial advisor community. Your exceptional sales skills, aptitude for financial markets, mental acuity and results orientation are the keys to success.

District Sales Associate - Advisor Distribution (Bilingual)

Business Overview:

The Fidelity Advisor business provides Fidelity mutual funds to unit-holders through a network of Brokers and Financial Advisors. As a Mutual Fund manufacturer, Fidelity strives to provide a complete line of funds which meet the needs of all clients seeking investment vehicles for both short and long term investments. It is the primary goal of Fidelity to support Investment Professionals as they endeavour to prepare their clients for retirement and other significant life goals which demand focused financial management.



Position Description:

As a key member of the sales team, the District Sales Associate partners with the District Vice President and Sales Coordinator to develop business relationships with Investment Professionals and ensure the Territory Sales Plan is executed effectively through contact, sales, product, and service goals.

Primary Responsibilities:

· Drive sales results and market share by executing and delivering on the Territory Sales Plan

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

· Consult with Investment Professionals to help build their business through product knowledge, prospecting, lead generation, industry and competitive data

· Work directly with the District Vice President to:

* strategize ways to increase client penetration and overall sales

* increase the number of Investment Professionals doing business with Fidelity Investments

* determine priorities and tasks that need to be completed to ensure the success of territory maintenance

Qualifications

Education, Experience and Licenses:

· Post-secondary education (focus on business is an asset)

· Investment Funds Institute of Canada (IFIC) and/or Canadian Securities Course (CSC)

· 3+ years of financial services or direct sales experience preferred

· 2+ years of direct District Sales Associate experience preferred

· Chartered Financial Analyst (CFA) and or Certified Financial Planner (CFP) an asset

Skills and Knowledge
:

· Bilingual (French and English)

· Solid understanding of Canadian financial markets

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

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

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

· Ability to prioritize, organize and execute sales plans

· Strong customer relationship management skills

· Ability to work in a team environment

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 $40 billion in mutual fund and corporate pension plan assets ($CAD, as at March 31, 2009) 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) administers defined contribution plans and manages defined benefit assets on behalf of corporate clients across Canada.

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. $1.2 trillion (as at March 31, 2009).

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

Education Level

: Bachelor's Degree (±16 years)

Job

: Institutional

Job Level:

: Individual Contributor

Job Type

: Standard

Overtime Status:

: Exempt

Primary Location

: QC-Montreal

Schedule:

: Full-time

Shift:

: Day Job

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/MONTREAL-District-Sales-Associate-(Montreal)-Job-QC/702704/7027047027042010-04-12FidelityInstitutional Job Level : Individual Contributorfull-timeUSDstarting0BSMontreal, QC, CA
Description

Director, Consultant Relations

Business Overview:

Fidelity Retirement Services (FRS), a division of Fidelity Investments Canada ULC, provides a comprehensive range of flexible, high-quality solutions for Canadian institutional plan sponsors and their plan members. Through its team of sales, relationship management and consultant relations professionals, FRS offers a comprehensive range of investment disciplines for corporate and public defined benefit plans, endowments and foundations that cover all major and specialized asset classes. Institutional asset management is provided by Pyramis Global Advisors, a Fidelity Investments company.

The Consultant Relations team plays a key role in increasing Pyramis' market share by identifying, uncovering and capitalizing on opportunities to build Pyramis' investment management expertise with Defined Benefits (DB), Defined Contribution (DC) Plan Sponsors, Endowments and Foundations.



Position Description:

The Director, Consultant Relations will enhance and maintain relationships with the Canadian consultant community within Eastern Canada. He/she will promote and communicate Pyramis products and thought leadership to the consultants; partner with the consultants to help provide creative solutions for their clients.

Position to be based in either Toronto or Montreal (to be determined).

30-70% Travel: required (dependent on position location).

Primary Responsibilities:

* Develop partnerships with pension consultant community to promote Pyramis products.

* Work in collaboration with the sales and relationship management team to help facilitate growth in our business.

* Help to maintain or increase the existing asset base through active participation in sales and relationship management.

Qualifications

Education, Experience and Licenses:

* University degree (Business/Commerce specialization preferred)

* 6-8 Years of related experience

* Completed or in-progress: CFA, MBA, CAIA

Skills and Knowledge
:

* Bilingual

* Excellent knowledge of the institutional industry

* Good knowledge of institutional investment products and institutional landscape

INTERESTED APPLICANTS ARE REQUIRED 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.

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 $46 billion in mutual fund and corporate pension plan assets ($CAD, as at June 30, 2009) 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) administers defined contribution plans and 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. $1.3 trillion (as at June 30, 2009).

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

Education Level

: Bachelor's Degree (±16 years)

Job

: Institutional

Job Level:

: Individual Contributor

Job Type

: Standard

Overtime Status:

: Exempt

Primary Location

: Canada

Other Locations:

: QC-Montreal, ON-Toronto

Schedule:

: Full-time

Shift:

: Day Job

Travel

: Yes, 50% of the time]]>http://www.fidelity-jobs.com/job/TORONTO,-CANADAOTHER-LOCATIO-Director,-Consultant-Relations-Job/702711/7027117027112010-04-12FidelityInstitutional Job Level : Individual Contributorfull-timeUSDstarting0BSToronto, Canada QC-Montreal, ON, CA
Description

Fidelity Investments is hiring technical interns to work during the summer of 2010 in our Durham, NC, Dallas, TX and New England Locations: (Boston & Marlborough, MA, Smithfield RI and Merrimack, NH). Our interns are placed in dynamic roles in software development, systems analysis, database development or quality assurance across Fidelity's diverse technology organization. Emphasis is placed on providing a rich technical experience, interspersed with personal development opportunities.

Gaining valuable technical internship experience is a stepping stone for high performing interns to post-graduation opportunities with Fidelity. Leap, Fidelity's development program for new technologists, is one path to an exciting technical career. Leap provides excellent training and accelerated development, designed to help recent IT graduates become best-in-class software developers or systems analysts with the potential to become Fidelity's future technology leaders.

Responsibilities

* Software Development utilizing Java, SQL and PL/SQL

* Work within a Software Development Life-Cycle - focused on systems analysis, design, development, testing and support of software applications

* Web application development using HTTP server, Web Services and Open Source technologies (Linux, Struts, Spring MVC, Hibernate and iBatis ORM)

* Database creation, development, and data manipulation using SQL and PL/SQL (Oracle RDBMS)

* Quality Assurance - Unit Testing, System Integration Testing, Test planning

* Security - Information Security, Secure Application Development

* Business requirements elicitation and specification

* System design specification including UI design

Qualifications

Education and Experience


* Current enrollment in a B.S. degree program in Computer Science/IT related degree or other major with a technical minor/concentration

* Matriculating student returning to school in the Fall of 2010

* Prior internship experience is a plus

Skills and Knowledge


* Able to break down and creatively solve problems

* Flexible and adaptable at applying skills to different situations

* Eager to learn and continuously improve

* Proactively seeks out new challenges

* Good listener and collaborator

* Effectively copes with ambiguity

* Attention to detail

* Understanding Software Development Lifecycle & OO programming concepts

* Basic foundation in OO design

* Understanding of Relational Databases

* Experience with relational DB access, SOAP or REST services in Java a plus

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of $3.1 trillion, including managed assets of nearly $1.5 trillion as of September 30, 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

: Technology

Primary Location

: NC-Durham

Other Locations

: RI-Smithfield , MA-Marlborough, MA-Boston, NH-Merrimack, TX-Dallas

Schedule:

: Full-time

Job Level:

: Entry Level

Education Level

: High School Diploma/GED (±11 years)

Job Type

: Internship

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/DALLAS,-NC-DURHAMOTHER-LOCAT-Technical-Summer-Interns-Undergraduates-(Multiple-openings)-Job/703977/7039777039772010-04-12FidelityTechnologyfull-timeUSDstarting0BSDallas, NC-Durham RI-Smithfield , MA-Marlborough,
Description

We are proactively recruiting for future openings in Fairfield, Stamford, Greenwich, West Hartford, and New Haven Investor Centers.

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

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



Position Description

The Private Client VP/Senior Account Executive has responsibility for the management, retention and development of his/her assigned client households. Each Account Executive will manage a book of approximately 400-500 client accounts, who hold Fidelity Retail assets of $1mm+. The Account Executive is the lead for the client management team and insures the development and retention of these clients' accounts. The Account Executive works collaboratively with multiple business specialists to effectively create the best possible customer experience and meet the clients' broad range of investment needs.

Primary Responsibilities

*

Develop existing client relationships to retain and increase total assets, revenues and profitability

*

Build a book of business, market share and share of wallet by acquiring new clients, community outreach, and referrals

*

Effectively create the best possible customer experience and meet the clients' broad range of investment needs

*

Leverage local branch team and phone service team to increase client's understanding of the benefits and usage of the service mode

*

Leverage the expertise of the Fidelity organization including key product and service groups in face to face interactions with HNW (High Net Worth) clients

*

Understanding of the client's overall financial goals and objectives and the ability to present the broad range of Fidelity HNW products and services

Qualifications

Education and Experience


*

Must have at least ten years financial services experience, with 7-10 years of sales experience

Skills and Knowledge


*

Series 7 & 63 Securities Licenses required prior to hire

*

Series 66 (63/65) and Insurance Licenses required (or to be obtained within 3 months or hire)

*

In depth understanding of financial markets - solid understanding and experience with trust, estate planning, tax planning, insurance, and financial planning

*

Demonstrated consultative selling skills, Investment Consultation and Financial Planning

*

Ability to effectively build credibility and rapport with clients - experience with High Net Worth Clients required

*

Outstanding listening and communications skills; the ability to simplify complicated financial concepts; effective public speaking experiences, group dynamic skills

*

The ability to close, i.e. to present solutions that are on target for customers and to motivate customers to take action

*

Strong coaching and management experience preferred, especially working in a virtual team

*

Understanding of operational, compliance and risk issues in the brokerage business

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of $3.0 trillion, including managed assets of more than $1.4 trillion as of August 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, visitwww.fidelity.com.

Job

: Wealth Management

Primary Location

: CT-Stamford - Investor Center

Other Locations:

: CT-West Hartford - Investor Center, CT-Fairfield - Investor Center, CT-New Haven - Investor Center, CT-Greenwich - Investor Center

Schedule:

: Full-time

Job Level:

: Manager

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/STAMFORD-Private-Client-VP-Senior-Account-Executive-Connecticut-Investor-Centers-Job-CT-06901/697308/6973086973082010-04-12FidelityWealth Managementfull-timeUSDstarting0BSCT-Stamford r CT-
Description

Purpose:

The purpose of this role is to provide investment education to the participants of a specific Plan Sponsor who is looking to that Investment Education Consultant(IEC) to be available to support their employees 5 days a week. The IEC in this role will be dedicated to only one client and thus does not have the burden of learning the many intricacies of hundreds of other sponsor retirement plans nor do they need to face the grueling Travel: demands of the typical IEC (90% travel). The Dedicated Investment Consultant (DIEC) will support their client through delivering both general and customized workshops, along with informal and formal 1:1 consultations in between workshops. The objective is to serve as the "Consultant" for the day, striving to ensure that participants are prepared to make better decisions regarding their financial retirement readiness and that the plan sponsor feels that Fidelity is a true partner in educating their employees on the value of their retirement plan. In order to provide a wholistic picture of what tools and services Fidelity has to offer, the IEC needs to be well versed on our retail products.



Position Description:

* Deliver workshops to large groups often displaying diverse demographic backgrounds. Workshop types include, but are not limitied to following meetings: Enrollment, General Educational, Benefit Fairs, Transition Meetings, Integrated Benefits (DC, DB and H&W), PAW-S clients, Health Service Accounts, and Pre-retirement workshops.

* Conduct informal and formal 1:1 consultations throughout the day prior, between, and after workshops. Service the general active population, along with specific audiences such as retirees, employees being downsized, etc… Apply asset retention and advice & guidance techiniques to address unique needs such as consolidation of existing accounts, and establishment of new ones. Leverage all Fidelity tools and services.

* Negotiate with client corporate and local contacts to uncover/address concerns. Liaison between the client and internal business partners such as Investor Centers, Communication Consultants, MD's, etc..., enhancing relationships to ensure Fidelity's overall ongoing success. Have direct impact on overall client satisfaction with Fidelity. Act as daily resource to local client contact on all C&E aspects of the relationship.

* Provide accurate and timely reporting after completion of the day via various reporting tools. This entails summarizing participant actions, entering any leads and outlining any client issues and service trends. Escalate critical matters to internal business partners and senior management when appropriate. Provide their client with any requested reporting and analysis on impact of educational activities.

Qualifications

Education and Experience


* Minimum of 3 years DC and 5 years overall financial services experience.

* Experience with delivering group workshops and 1:1 consultations

* BA preferred

* CFP a plus

Skills and Knowledge


* Series 7, 6 and 63 (or 66) licenses required

* 10% travel

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of $3.0 trillion, including managed assets of more than $1.4 trillion as of August 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

: Retirement

Primary Location

: Michigan

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]]>http://www.fidelity-jobs.com/job/LANSING-Dedicated-Investment-Education-Consultant-Beaumont,-MI-Job-MI-48901/700126/7001267001262010-04-12FidelityRetirementfull-timeUSDstarting0BS, , US
Description

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

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



Position Description

Account Executives are responsible and accountable for building productive relationships with Fidelity's mass affluent clients - defined as clients with greater than $250K in investable assets with Fidelity's Personal and Workplace Investing business unit. In building their "books," our representatives will be working with past clients and with incoming leads to establish these long-standing relationships. It is expected that they will serve between 400 and 500 clients when they reach full capacity. Their primary role will be to serve our clients by offering them a single point of contact for all of their investment, planning, and guidance needs. This includes working directly with clients on their retirement, non-retirement, brokerage and cash management accounts

Primary Responsibilities

* Develops and encourages long term client relationships by careful planning to meet clients immediate and future needs by providing and demonstrating solid financial planning skills and client centered advice and guidance interactions.

* Introduces clients to investment strategies and works with client to develop financial plan using the appropriate Guidance tools.

* Positions appropriate products in the context of current needs as well as customer's long term financial plan.

* Identify, execute and follow up on opportunities to gather additional client assets while providing client centered discussions.

* Initiate customer relationships through prospecting, lead utilization, and local market and community involvement.

* Responsible for driving face to face customer appointments and interactions in the branch as well as phone sale opportunities.

* Attain designated business goals (Customer Satisfaction, Households, Net Flows).

* Support and champion branch Customer Experience Index initiatives.

* Partner with Fidelity resources and business partners to satisfy customers' investment needs when faced with complex situations in a competitive environment. Deliver "One Fidelity" experience.

* Helps develop and execute the local market development plan including but not limited to delivery of financial services education seminars.

* Demonstrates leadership and act as a resource for other financial representatives.

* Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers' best interests.

* Educates customers to use technology to monitor, maintain and manage their investments.

Qualifications

Education and Experience


*

5 or more years of financial services and sales experience

*

7 or more years of work experience

*

Bachelors degree preferred

*

CFP, CRA or CMFC a plus

Skills and Knowledge


* Series 7 & 63 required prior to hire

* Series 66 (63/65) and Insurance Licenses required (or to be obtained within 6 months of hire)

* PC Skills and systems knowledge

* Excellent communication and presentation skills

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

: Financial Sales

Primary Location

: CA-Rancho Bernardo - 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, 25% of the time]]>http://www.fidelity-jobs.com/job/CA-RANCHO-BERNARDO-Investor-Center-Account-Executive-Rancho-Bernardo,-CA-Job/711785/7117857117852010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSCA-Rancho Bernardo, US
Description

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

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



Position Description

Account Executives are responsible and accountable for building productive relationships with Fidelity's mass affluent clients - defined as clients with greater than $250K in investable assets with Fidelity's Personal and Workplace Investing business unit. In building their "books," our representatives will be working with past clients and with incoming leads to establish these long-standing relationships. It is expected that they will serve between 400 and 500 clients when they reach full capacity. Their primary role will be to serve our clients by offering them a single point of contact for all of their investment, planning, and guidance needs. This includes working directly with clients on their retirement, non-retirement, brokerage and cash management accounts

Primary Responsibilities

* Develops and encourages long term client relationships by careful planning to meet clients immediate and future needs by providing and demonstrating solid financial planning skills and client centered advice and guidance interactions.

* Introduces clients to investment strategies and works with client to develop financial plan using the appropriate Guidance tools.

* Positions appropriate products in the context of current needs as well as customer's long term financial plan.

* Identify, execute and follow up on opportunities to gather additional client assets while providing client centered discussions.

* Initiate customer relationships through prospecting, lead utilization, and local market and community involvement.

* Responsible for driving face to face customer appointments and interactions in the branch as well as phone sale opportunities.

* Attain designated business goals (Customer Satisfaction, Households, Net Flows).

* Support and champion branch Customer Experience Index initiatives.

* Partner with Fidelity resources and business partners to satisfy customers' investment needs when faced with complex situations in a competitive environment. Deliver "One Fidelity" experience.

* Helps develop and execute the local market development plan including but not limited to delivery of financial services education seminars.

* Demonstrates leadership and act as a resource for other financial representatives.

* Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers' best interests.

* Educates customers to use technology to monitor, maintain and manage their investments

Qualifications

Education and Experience


* 5 + years of direct sales experience working with high net worth clients

* 7 + years of work experience

* Bachelors degree preferred

* CFP, CRA or CMFC a plus

Skills and Knowledge


* Series 7 & 63 required prior to hire

* Series 66 (63/65) and Insurance Licenses required (or to be obtained within 6 months of hire)

* PC Skills and systems knowledge

* Excellent communication and presentation skills

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

: Financial Sales

Primary Location

: NY-Huntington Station - 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, 25% of the time]]>http://www.fidelity-jobs.com/job/NY-HUNTINGTON-STATION-Investor-Center-Account-Executive-Huntington,-NY-Job/711790/7117907117902010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSNY-Huntington Station, US
Description

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

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



Position Description

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

Primary Responsibilities

*

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

*

Cross sell Fidelity products and services

*

Oversee resolution of some service issues as needed

*

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

*

Support branch CEI initiatives

*

Address routine and non routine inquiries from customers and prospects

*

Proactive inbound/outbound sales

*

Seek referral opportunities and follow up on leads

*

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

*

Participate in execution of local marketing development plan

Qualifications

Education and Experience


*

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

Skills and Knowledge


*

Series 7 & 63 required prior to hire

*

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

*

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

*

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

*

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

*

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

Company Overview

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

Job

: Financial Sales

Primary Location

: NJ-Paramus - Investor Center

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/Investor-Center-Investments-Representative-Paramus,-NJ-Job/714117/7141177141172010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSNJ-Paramus, US
Description

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

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



Position Description

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

Primary Responsibilities

*

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

*

Cross sell Fidelity products and services

*

Oversee resolution of some service issues as needed

*

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

*

Support branch CEI initiatives

*

Address routine and non routine inquiries from customers and prospects

*

Proactive inbound/outbound sales

*

Seek referral opportunities and follow up on leads

*

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

*

Participate in execution of local marketing development plan

Qualifications

Education and Experience


*

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

Skills and Knowledge


*

Series 7 & 63 required prior to hire

*

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

*

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

*

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

*

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

*

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

Company Overview

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

Job

: Financial Sales

Primary Location

: NJ-Millburn - Investor Center

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/Investor-Center-Investments-Representative-Millburn,-NJ-Job/715385/7153857153852010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSNJ-Millburn, US
Description

Company Overview

National Financial, a Fidelity Investments company, offers Integrated Brokerage Solutions to over 310 clients in the United States ranging from retail broker/dealers to institutional investment firms. Collectively, there are nearly 85,000 brokers and advisors associated with National Financial correspondent broker-dealers. As of June 30, 2009, National Financial custodied over $520 billion in assets, representing 5.4 million accounts. Integrated Brokerage Solutions incorporates innovative technology, products and programs, supported by dedicated client service professionals and trusted industry alliances. This holistic, solutions-oriented approach is designed to help client firms attain competitive advantage by driving growth, creating efficiency and managing risk.

National Financial has expanded their services in the Canadian market place and as a result is seeking a Project Manager, Conversions.

Project Manager, Conversions - Fidelity Canada Clearing



Position Description

The Project Manager-Conversions is responsible for leading projects that involve the implementation and conversion of Canadian financial services firms. This involves responsibility for converting the firm's client accounts and data onto a brokerage back-office platform. An efficient conversion approach is a critical component of the overall success of the initiative. This individual will work directly with new clients, Securities Operations and the applicable business units to ensure an efficient conversion process while tracking the project in detail.

Primary Responsibilities

Leading

* Manage client's expectations; understand client's point of view and needs while keeping the company's interests in mind

* Keep lines of communication open among all internal and external project stakeholders

* Build a strong integration team; assign resources, communicate objectives, and prepare assignment reviews and manage resources

Project Definition & Planning

* Understand the conversion and integration project architecture, effectively design project solutions, in terms of deliverables and tasks

* Create and manage project charters

* Develop and manage detailed project plans, including the tracking of milestones

* Understand and manage to the critical path of the project or phase

* Pro-actively manage engagements in order to deliver the project on time and on budget

* Prepare implementation strategies

* Maintain excellent knowledge of the conversion project's conditions, assumptions and constraints

Delivery

* Identify and manage all deliverables with the client and resources

* Coordinate and review all project deliverables

* Manage delivery to obtain appropriate client and Client approvals

* Manage deliverable walkthroughs

* Identify and assess risks, severity and impacts, determine and implement risk mitigation strategies, communicate risk to client and internal sponsors as appropriate

* Manage and mitigate all risks throughout the life-cycle of the project

* Identify issues and manage as appropriate within the project. Escalate issues to appropriate levels and manage through to resolution

* Take action on issues of non-compliance

* Schedule: and manage implementations

Reporting

* Proactively track & monitor the status of project; proactively track all risks, issues, changes; and deliverables

* Provide status updates to the project authorities

* Organize and facilitate project meetings

* Consolidate and report subprojects, ensuring tasks are completed on time and within budget

* Plan for and conduct regular project team status/review meetings

* Conduct post-project reviews / lessons learned

* Work effectively within a matrix organization internally, and within a very diverse array of potential client project organizational models

Qualifications

Education, Experience and Licenses

*

University degree or equivalent experience

*

10+ years of Canadian securities industry experience

*

5+ years experience working with Canadian securities service bureaus, preferably the Broadridge Dataphile or BPS platforms;

*

Experience with project management methodologies, and project management frameworks

*

PMP designation is an asset

*

Successful completion of the Canadian Securities Course (CSC) is an asset

Skills and Knowledge


*

Strong understanding of Securities Operations including a thorough understanding of brokerage workflows and methodologies, including front, middle and back office operations

*

Project Management: Project Integration expertise; end-to-end project lifecycle including business case definition, requirements & architecture through development & implementation expertise

*

Developed knowledge of the practices, procedures and principles of project management as it relates to client conversions/ implementations/ integrations

*

Strong organizational skills

*

Makes Efficient Use of Resources: Understands corporate solutions, priorities and translates these into own work responsibilities; structures and organizes work and resources to maximize efficiencies.

*

Takes Initiative, Delivers Results: Self-starter: perceives a need and fulfills it in a relevant way without being asked. Works proactively and independently to deliver results

*

Manages Change: Plans for and is proactive about change; encourages new approaches; fosters an environment where team members brainstorm ideas that may help the project go smoother

*

Excellent written communication skills: Is clear, accurate, and concise.

*

Ability to prepare detailed plans and presentations as necessary to effectively communicate.

*

Well-developed interactive skills sufficient to convey or present factual and conceptual information on issues which require detailed explanation and interpretation.

*

Uses Judgment: Displays excellent analytical ability; Considers context; weighs options; understands priorities and understands consequences and makes appropriate decisions

*

Ability to prioritize activities

*

Ability to direct others establish clear objectives and goals; a strong team communicator.

*

Ability to deal with ambiguity and gain consensus on actionable events by working through areas of concern or uncertainty with the team.

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

Please answer all prescreening questions and submit your resume.

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. $1.3 trillion (as at June 30, 2009).

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

: Project Management

Job Level:

: Individual Contributor

Job Type

: Standard

Overtime Status:

: Exempt

Primary Location

: ON-Toronto

Schedule

: Full-time

Shift:

: Day Job

Travel:

: No]]>http://www.fidelity-jobs.com/job/Project-Manager,-Conversions-(Fidelity-Canada-Clearing)-Job/717766/7177667177662010-04-12FidelityProject Management Job Level : Individual Contrifull-timeUSDstarting0BSToronto, ON, CA
Description



Position Description

Fidelity Capital Markets is seeking an International Equity Sales Trader who is looking for a premier long-term opportunity with a dynamic and growing equity execution firm. We seek manual sales traders with relationship-driven commission production and a significant probability that this business could be transferred and expanded at our firm. Successful candidates will bring both incremental client accounts and a proven track-record of new business generation. They will be "rain-makers" who thrive on an entrepreneurial challenge, enjoy outside sales work as much as order execution, and are comfortable marketing a broad portfolio of execution-only products .

Essential personal qualities include high ethical standards and a willingness to embrace a supportive, team-oriented culture.

Fidelity Capital Markets (FCM) is the institutional trading arm of Fidelity Investments providing trading, products and services to a wide array of clients and Fidelity businesses. FCM executes domestic and international equity securities including block and portfolio trading, listed options and foreign exchange. It also offers securities lending, commission management and transition management. FCM trades fixed-income in a wide range of taxable and tax-exempt securities and underwrites municipal and government agency debt. The company has its own distribution channel, Fidelity Prime Services®, focused on servicing hedge funds and a full suite of Electronic Brokerage Trading Products, including proprietary algorithms and a crossing network, CrossStream®. FCM offers all of its clients conflict-free trading, execution excellence and personal service. For more information about Fidelity Capital Markets, please visit www.FidelityCapitalMarkets.com.

Qualifications

Education and Experience


* College degree (4 year); graduate degree beneficial

* Minimum 4-6 years experience in capital markets sales environment

Skills and Knowledge


* Series 7 & Series 63 required. Series 55 desirable.

* Travel: as needed.

* Strong written and verbal communication skills

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

: Trading

Primary Location

: MA-Boston

Other Locations:

: NY-New York

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Evening Job

Overtime Status:

: Exempt

Travel

: No]]>http://www.fidelity-jobs.com/job/NEW-YORK,-MA-BOSTON-International-Equity-Trader,-Fidelity-Capital-Markets-Services-Future-Opportunity-Job-NEW-/718553/7185537185532010-04-12FidelityTradingfull-timeUSDstarting0BSNew York, MA-Boston NY, US
Description



Position Description

Leap is Fidelity Investments training and development program for new IT graduates. We are excited to launch a new Infrastructure Technology Engineering focused track within Leap. This track is designed to accelerate the development of recent IT graduates to become best-in-class infrastructure engineers. Participants in the program will experience an enriched on-boarding process followed by specific technology, business and professional skills training.

The Infrastructure Technology Engineering track offers three months of technical training followed by a three-month technical project assignment. Participants will evaluate, test and implement technology solutions core to the firm's ability to provide the best products and services to our customers. Upon completion of the six month program, associates will start in their dynamic infrastructure position across Fidelity's diverse technology organization.

We have positions available in Boston, MA, Merrimack, NH and Dallas, TX.

Infrastructure Technology Engineering Track

Participants engaged in the Infrastructure Technology Engineering track will gain exposure to the following:

* System Architectures & Administration (Windows, Linux, Unix)

* Virtualization Technologies (VMware, Citrix)

* Clustering Technologies

* Database Technologies (SQL)

* Scripting Languages (Shell, Perl, PowerShell)

* Network Protocols & Design

* Storage Architectures & Management Tools

Qualifications

Education and Experience


* BS degree in Computer Science/Computer and/or Systems Engineering, or other IT major

* Prior technology-related internship experience is preferred

* Hands-on technical experience (internship or classroom) in Network or Systems Engineering

* Interest in the Infrastructure space as a career track

Skills and Knowledge


* Able to break down and creatively solve problems

* Flexible and adaptable at applying skills to different situations

* Eager to learn and continuously improve

* Proactively seeks out new challenges

* Good listener and collaborator

* Effectively copes with ambiguity

* Attention to detail

* Hardware and software troubleshooting skills

* Basic understanding of the software development lifecycle

* Understanding of network support tools, technical architecture and internet connectivity

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

: Technology

Primary Location

: MA-Boston

Other Locations:

: TX-Dallas, NH-Merrimack

Schedule:

: Full-time

Job Level:

: Entry Level

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/MERRIMACK,-MA-BOSTON-TX-DALLAS-Network-Systems-Infrastructure-Engineers-Leap-Entry-Level-Positions-(May-2010-gr-Job-MERR/721008/7210087210082010-04-12FidelityTechnologyfull-timeUSDstarting0BSMerrimack, MA-Boston TX-Dallas, NH, US
Description

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

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



Position Description

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

Primary Responsibilities

*

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

*

Cross sell Fidelity products and services

*

Oversee resolution of some service issues as needed

*

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

*

Support branch CEI initiatives

*

Address routine and non routine inquiries from customers and prospects

*

Proactive inbound/outbound sales

*

Seek referral opportunities and follow up on leads

*

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

*

Participate in execution of local marketing development plan

Qualifications

Education and Experience


*

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

Skills and Knowledge


*

Series 7 & 63 required prior to hire

*

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

*

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

*

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

*

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

*

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

Company Overview

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

Job

: Financial Sales

Primary Location

: CA-Pasadena - Investor Center

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/Investor-Center-Investments-Representative-Pasadena,-CA-Job/724835/7248357248352010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSCA-Pasadena, US
Description

Payroll Representative

Business Overview

HR Operations manages compensation, benefits and payroll policy and process. This includes identifying improvements and increasing operational effectiveness within the Human Resources department. In partnership with the line business, HR Operations identifies reporting needs and measurements.

The Payroll area processes 4 distinct payrolls for approximately 1500 salaried and hourly employees and contractors across Canada.



Position Description

The Payroll Representative is responsible to provide accurate and on-time delivery of payroll services. They must ensure the payroll is legislative compliant.

Primary Responsibilities

* Prepare and input payroll accurately and on time. This includes all required auditing and payroll balancing.

* Maintain and organize payroll records in a secure way to facilitate auditing and ready access to information for secure users.

* Ensure all contributions to employees' RRSP's, savings plans, etc. are accurately made and properly documented.

* Respond to employee inquiries about individual pay issues, departmental payroll needs, errors in deductions, confirmation of employment letters, etc. This includes the monitoring of an email account and telephone line.

* Gather and forward statistical and employee earnings information to various levels of government as required ensuring all statutory requirements are met on time.

* Prepare various reports as required for internal and external use.

* Prepare reconciliation of payroll GL entries for Corporate Accounting.

* Ensure all third party payments are made accurately and on time. This includes monthly benefit remittances, garnishments and any other fund requests.

* Manage benefit enrolments, changes and terminations.

* Assist with year end cycle including the preparation of T4/T4A's, Releve 1's and T2200.

* Prepare Record of Employment documents as outlined in the appropriate legislation.

* Ensure employee change requests are forwarded to the Fidelity HR partners in the US to update the HR system.

Qualifications

Education, Experience and Licenses

* High school diploma with post secondary degree or diploma preferred.

* Minimum 3 years payroll experience

* Experience with more than one province is desired.

* Enrolment in or completion of (Certified Payroll Administrator) designation preferred

Skills and Knowledge


* Above average skills in excel, with ability to do Vlookup and other formulas, pivot tables

* Strong organizational skills

* Strong problem solving skills

* Strong communication skills, oral and written

* Comprehensive knowledge of payroll regulations and requirements, including knowledge of provincial Employment Standards legislation.

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.

NO AGENCIES PLEASE

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 $46 billion in mutual fund and corporate pension plan assets ($CAD, as at June 30, 2009) 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) administers defined contribution plans and 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. $1.3 trillion (as at June 30, 2009).

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

: HR-Human Resources

Job Level:

: Individual Contributor

Job Type

: Standard

Overtime Status:

: Non-exempt

Primary Location

: ON-Toronto

Schedule:

: Full-time

Shift:

: Day Job

Travel:

: No]]>http://www.fidelity-jobs.com/job/Payroll-Representative-Job/724837/7248377248372010-04-12FidelityHR-Human Resources Job Level : Individual Contrifull-timeUSDstarting0BSToronto, ON, CA
Description

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

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



Position Description

Account Executives are responsible and accountable for building productive relationships with Fidelity's mass affluent clients - defined as clients with greater than $250K in investable assets with Fidelity's Personal and Workplace Investing business unit. In building their "books," our representatives will be working with past clients and with incoming leads to establish these long-standing relationships. It is expected that they will serve between 400 and 500 clients when they reach full capacity. Their primary role will be to serve our clients by offering them a single point of contact for all of their investment, planning, and guidance needs. This includes working directly with clients on their retirement, non-retirement, brokerage and cash management accounts

Primary Responsibilities

*

Develops and encourages long term client relationships by careful planning to meet clients immediate and future needs by providing and demonstrating solid financial planning skills and client centered advice and guidance interactions.

*

Introduces clients to investment strategies and works with client to develop financial plan using the appropriate Guidance tools.

*

Positions appropriate products in the context of current needs as well as customer's long term financial plan.

*

Identify, execute and follow up on opportunities to gather additional client assets while providing client centered discussions.

*

Initiate customer relationships through prospecting, lead utilization, and local market and community involvement.

*

Responsible for driving face to face customer appointments and interactions in the branch as well as phone sale opportunities.

*

Attain designated business goals (Customer Satisfaction, Households, Net Flows).

*

Support and champion branch Customer Experience Index initiatives.

*

Partner with Fidelity resources and business partners to satisfy customers' investment needs when faced with complex situations in a competitive environment. Deliver "One Fidelity" experience.

*

Helps develop and execute the local market development plan including but not limited to delivery of financial services education seminars.

*

Demonstrates leadership and act as a resource for other financial representatives.

*

Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers' best interests.

*

Educates customers to use technology to monitor, maintain and manage their investments.

Qualifications

Education and Experience


*

5 + years of direct sales experience working with high net worth clients

*

7 + years of work experience

*

Bachelors degree preferred

*

CFP, CRA or CMFC a plus

Skills and Knowledge


* Series 7 & 63 required prior to hire

* Series 66 (63/65) and Insurance Licenses required (or to be obtained within 6 months of hire)

* PC Skills and systems knowledge

* Excellent communication and presentation skills

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

: Financial Sales

Primary Location

: CT-Stamford - 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, 25% of the time]]>http://www.fidelity-jobs.com/job/CT-STAMFORD-Investor-Center-Account-Executive-Stamford,-CT-Job/730408/7304087304082010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSCT-Stamford, US
Description

The Regional Planning Consultant (RPC) is the vital link between Fidelity Personal Investments product group and Fidelity's distribution organization and its customers. The role is to increase the usage and delivery of Fidelity's guidance offering including the Portfolio Review and Retirement Income Planner tools while insuring appropriate client development strategies are implemented.

Primary Responsibilities:

* Specifically the role of the RPC is to increase the sale of new mutual fund, trust, and investment management business (PAS and FAA), and insurance within an assigned territory.

* Provide a high level of knowledgeable assistance to customers and Investor Center financial representatives on topics relating to retirement income planning, investment strategy, and product selection.

* This role involves personal contact with customers on topics that take a high degree of specialized knowledge.

* The role involves wholesaling activities with branch financial representatives on planning and product topics to insure that they possess the knowledge necessary to assist customers in making informed financial decisions.

Qualifications

Education and Experience
:

*

Bachelors Degree with a minimum of 8 years industry experience required (CFP, JD, MBA, CLU preferred)

*

NASD Series 7, 63, and 65 or 66 Securities Licenses are required, and state insurance licenses.

*

Financial sales background is required with product wholesaling and territory management experience preferred

Skills and Knowledge
:

*

Demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning are required

*

Public speaking experience in the format of client seminars on topics relating to estate and retirement planning is required

*

Continuing education is required through completion / participation in advanced degrees, certificate programs, institutes or seminars

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

: Financial Sales

Primary Location

: CA-Marin - Investor Center

Other Locations:

: CA-San Francisco - Investor Center, CA-Burlingame - Investor Center, TX-Plano - 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, 75% of the time]]>http://www.fidelity-jobs.com/job/CA-MARIN-R-CA-SAN-Regional-Planning-Consultant-Marin,-San-Francisco-and-Burlingame,-CA-Job/731481/7314817314812010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSCA-Marin r CA-San
Description

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

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



Position Description

This position is an entry level opportunity that is ideal for a professional with sales and personal financial planning as their career goal. The optimum candidate will have some sales and customer service/banking experience with a bachelor's degree in Business, Economics or Finance.

Primary Responsibilites

*

Act as first point of contact in branch and provide exceptional service

*

Drive customer experience to high levels of satisfaction by adhering to the customer first principles

*

Introduce prospects to the full array of Fidelity products and services

*

Provide Fidelity customers with account information

*

Listen for opportunities to engage the customers in additional business and guide or advise the client or prospect on how Fidelity can be of service

*

Use on-line resources to capture and provide appropriate customer data

*

Facilitate timely, accurate and efficient mutual fund and equity transactions

*

Work with all branch employees as a member of the team

*

Transaction Processing: Set up, input and enter data to the brokerage and shareholder systems which includes all account maintenance

*

Outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, shredding confidential paper and filing paperwork

*

Facilitate point of contact resolution of priority requests and customer problems

*

Serve as quality control point to ascertain that all paperwork, policy and procedures for customer requests have been adhered to in accordance with all compliance requirements

*

Customer literature inventory management, office supplies Inventory Management

*

Seminar Preparation

*

Work closely with manager and licensed representatives to keep them updated on progress and resolution of client issues/requests

Qualifications

Education and Experience


*

College degree preferred

*

Prior customer service, sales, or phone experience required

*

Experience or strong interest in sales required

Skills and Knowledge


*

Series 7 preferred (required within 6 months of hire)

*

Series 66 (or equivalent 63/65) preferred, required within 90 days of passing the series 7 exam

*

Insurance License desired

*

Banking, insurance, or financial experience preferred

*

Superb interpersonal, customer interaction, and communication skills are needed

*

PC/Windows experience required

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

: Customer Service/Operations

Primary Location

: South Carolina

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]]>http://www.fidelity-jobs.com/job/Investor-Center-Financial-Representative-Greenville,-SC-Job/733094/7330947330942010-04-12FidelityCustomer Service/Operationsfull-timeUSDstarting0BS, , US
Description

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

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



Position Description

The role of the Financial Planning Consultant (FPC) is to develop strong relationships (prospects and clients) within the community while growing the retail customer base. The FPC is expected to sell the full range of financial products and services through prospecting, lead utilization, referrals and local market development efforts. At the same time deliver high levels of customer satisfaction and focus on customer needs.

Primary Responsibilities

*

Develops and encourages long term client relationships by careful planning to meet clients immediate and future needs by providing and demonstrating solid financial planning skills and client centered advice and guidance interactions.

*

Introduces clients to investment strategies and works with client to develop financial plan using the appropriate Guidance tools.

*

Positions appropriate products in the context of current needs as well as customer's long term financial plan.

*

Identify, execute and follow up on opportunities to gather additional client assets while providing client centered discussions.

*

Initiate customer relationships through prospecting, lead utilization, and local market and community involvement.

*

Responsible for driving face to face customer appointments and interactions in the branch as well as phone sale opportunities.

*

Attain designated business goals (Customer Satisfaction, Households, Net Flows).

*

Support and champion branch Customer Experience Index initiatives.

*

Partner with Fidelity resources and business partners to satisfy customers' investment needs when faced with complex situations in a competitive environment. Deliver "One Fidelity" experience.

*

Helps develop and execute the local market development plan including but not limited to delivery of financial services education seminars.

*

Demonstrates leadership and act as a resource for other financial representatives.

*

Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers' best interests.

*

Educates customers to use technology to monitor, maintain and manage their investments.

Qualifications

Education and Experience


*

5 or more years of financial services and sales experience

*

Bachelors degree preferred

*

CFP, CRA or CMFC a plus

Skills and Knowledge


* Series 7 & 63 required prior to hire

* Series 66 (63/65) and Insurance Licenses required (or to be obtained within 6 months of hire)

* PC Skills and systems knowledge

* Excellent communication and presentation skills

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

: Financial Sales

Primary Location

: South Carolina

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]]>http://www.fidelity-jobs.com/job/Investor-Center-Account-Executive-Greenville,-SC-Job-US/733095/7330957330952010-04-12FidelityFinancial Salesfull-timeUSDstarting0BS, , US
Description

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

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



Position Description

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

Primary Responsibilities

*

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

*

Cross sell Fidelity products and services

*

Oversee resolution of some service issues as needed

*

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

*

Support branch CEI initiatives

*

Address routine and non routine inquiries from customers and prospects

*

Proactive inbound/outbound sales

*

Seek referral opportunities and follow up on leads

*

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

*

Participate in execution of local marketing development plan

Qualifications

Education and Experience


*

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

Skills and Knowledge


*

Series 7 & 63 required prior to hire

*

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

*

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

*

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

*

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

*

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

Company Overview

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

Job

: Financial Sales

Primary Location

: South Carolina

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/Investor-Center-Investments-Representative-Greenville,-SC-Job/733096/7330967330962010-04-12FidelityFinancial Salesfull-timeUSDstarting0BS, , US
Description

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

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



Position Description

The Private Client Specialist (PCS) works with customers who are assigned to a designated Private Access Account Executive. These clients have at least $1 million in assets with Fidelity. The role of the Private Client Specialist (PCS) is to provide customer service and operational support to the Private Access Account Executive. You will act as a sales assistant to the Account Executive. You will help to manage all inbound calls generated by a book of clients as well as operational and transactional processing, while acting as a conduit between the Account Executive and the client to resolve service/trading/sales issues.

Primary Responsibilities

Call Management, Service and Operations - 50%

*

Handle inbound customer inquiries of all types (trading, service, sales)

*

Ownership of clients needs regarding service, trading and problem resolution and processing issues

*

Serve as quality control point to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements

Administration - Book / Client Management - 25%

* Assist Account Executive in implementing a structured client contact strategy and promote annual guidance reviews

* Schedule: appointments and prepare pre and post appointment literature

*

Facilitate increased contact between the Account Executive and those clients that have routinely used the central phone Relationship Managers in the past

Trading - 15%

* Place all trades / transactions as instructed by clients in a timely fashion and offer client confirmation for trades placed

Business Development - 10%

* Basic sales interactions / conversations to help advance the sales cycle

* Maintain the Guidance Interaction Reports, Retirement Income Plans, Portfolio Investment Reviews and Estate Plans as gathered and provided by the Account Executive

*

Prepare reports and information for client meetings including prospect and referral letters in accordance with compliance requirements

*

Assist in basic prospecting and/or sales communication with clients in the Account Executive's book at the discretion of the Account Executive while consulting with the local Relationship Manager

Qualifications

Education and Experience


*

1-3 years in financial services with an emphasis on customer service

Skills and Knowledge


*

Series 7 & 63 Securities Licenses required prior to hire

*

Series 65 and/or Series 66 and state registrations must be obtained within 3 months of hire

*

Must have strong interpersonal skills and the ability to deliver highly personalized service to a group of High Net Worth clients

*

Exceptional client service phone skills

*

Must have extensive knowledge of Fidelity's policies and procedures and ability to work in a fast paced deadline oriented environment

*

PC/Windows skills

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

: Customer Service/Operations

Primary Location

: South Carolina

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]]>http://www.fidelity-jobs.com/job/Private-Client-Specialist-Greenville,-SC-Job-US/733097/7330977330972010-04-12FidelityCustomer Service/Operationsfull-timeUSDstarting0BS, , US
Description

Business Overview

Fidelity Investments Institutional Services Company (FIIS) provides investment management services through investment professionals at financial institutions nationwide, including wire houses, 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.



Position Description

Fidelity Investments Institutional Services (FIIS), located primarily in Smithfield, Rhode Island, has an excellent opportunity for a Software Engineer Developer to work in Galway, Ireland. FIIS' Sales and Service Technology group is responsible for the development and maintenance of Remote Applications including our web presence, Advisor.fidelity.com, the TellMe Voice Response Unit (VRU), Pricing and Performance Center, as well as intranet applications. Additionally, the group is responsible for mission-critical middleware applications which consist of J2EE Web Services, batch processing of internal work items and external transmission support. The Software Engineer Developer in this role will work as part of a small agile development group in Galway that is part of the core team in Smithfield, and will play a strong role in making the distributed agile team a success.

Primary Responsibilities

* Help to implement FIIS's Internet strategy, implementing critical business functionality within a J2EE environment.

* Adhere to development and project standards set forth by the development and architecture teams

* Participate in all aspects of project delivery, including reviewing functional specifications, technical architectures and external interfaces.

* Work very closely with Business Partners, Analysts and QA associates using an Agile Development methodology. As such, you must possess excellent interpersonal skills and be comfortable following the best practices of Agile development and Extreme Programming.

Qualifications

Education and Experience


* 3+ years of software development experience, including implementation of enterprise solutions in a J2EE environment. Broad technical experience within several areas: Our current environment includes Java, J2EE, Websphere, IBM Portal Server, AIX, .Net, C#, and ASP.NET

* B.S. in a computer-related field is preferred

Skills and Knowledge


* Strong OOP/D skills and experience in implementing Java-based web solutions

* Strength in Internet technologies is a must; experience with Websphere Portal is a plus

* Excellent interpersonal skills; comfort following the best practices of Agile development and Extreme Programming (pair programming, test-driven development)

* Demonstrated ability to balance priorities and simultaneous projects

* Strong judgment, issues management and problem analysis techniques

* Strong organization and coordination skills

* Ability to work independently as well as in a cross matrixed environment

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 more than 23 million individuals and institutions as well as through 5,500 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.

Education Level

: Bachelor's Degree (±16 years)

Job

: Client Server & Web Development

Job Type

: Standard

Job Level:

: Individual Contributor

Overtime Status:

: Exempt

Primary Location

: Galway

Schedule:

: Full-time

Shift:

: Day Job

Travel:

: No]]>http://www.fidelity-jobs.com/job/Software-Engineer-Developer-Job-US/733089/7330897330892010-04-12FidelityClient Server & Web Development Job Type : Standfull-timeUSDstarting0BS, , US
Description

The Regional Planning Consultant (RPC) is the vital link between Fidelity Personal Investments product group and Fidelity's distribution organization and its customers. The role is to increase the usage and delivery of Fidelity's guidance offering including the Portfolio Review and Retirement Income Planner tools while insuring appropriate client development strategies are implemented.

Primary Responsibilities:

* Specifically the role of the RPC is to increase the sale of new mutual fund, trust, and investment management business (PAS and FAA), and insurance within an assigned territory.

* Provide a high level of knowledgeable assistance to customers and Investor Center financial representatives on topics relating to retirement income planning, investment strategy, and product selection.

* This role involves personal contact with customers on topics that take a high degree of specialized knowledge.

* The role involves wholesaling activities with branch financial representatives on planning and product topics to insure that they possess the knowledge necessary to assist customers in making informed financial decisions.

Qualifications

Education and Experience
:

*

Bachelors Degree with a minimum of 8 years industry experience required (CFP, JD, MBA, CLU preferred)

*

NASD Series 7, 63, and 65 or 66 Securities Licenses are required, and state insurance licenses.

*

Financial sales background is required with product wholesaling and territory management experience preferred

Skills and Knowledge
:

*

Demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning are required

*

Public speaking experience in the format of client seminars on topics relating to estate and retirement planning is required

*

Continuing education is required through completion / participation in advanced degrees, certificate programs, institutes or seminars

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

: Financial Sales

Primary Location

: OR-Portland - Investor Center

Other Locations:

: PA-Philadelphia - 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, 75% of the time]]>http://www.fidelity-jobs.com/job/OR-PORTLAND-R-PA-Regional-Planning-Consultant-Portland,-OR-Job/738388/7383887383882010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSOR-Portland r PA-
Description

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

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



Position Description

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

Primary Responsibilities

*

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

*

Cross sell Fidelity products and services

*

Oversee resolution of some service issues as needed

*

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

*

Support branch CEI initiatives

*

Address routine and non routine inquiries from customers and prospects

*

Proactive inbound/outbound sales

*

Seek referral opportunities and follow up on leads

*

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

*

Participate in execution of local marketing development plan

Qualifications

Education and Experience


*

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

Skills and Knowledge


*

Series 7 & 63 required prior to hire

*

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

*

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

*

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

*

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

*

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

Company Overview

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

Job

: Financial Sales

Primary Location

: PA-Philadelphia - Investor Center

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/Investor-Center-Investments-Representative-Philadelphia,-PA-Job/738389/7383897383892010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSPA-Philadelphia, US
Description

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

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



Position Description

This position is an entry level opportunity that is ideal for a professional with sales and personal financial planning as their career goal. The optimum candidate will have some sales and customer service/banking experience with a bachelor's degree in Business, Economics or Finance.

Primary Responsibilites

* Act as first point of contact in branch and provide exceptional service

* Drive customer experience to high levels of satisfaction by adhering to the customer first principles

* Introduce prospects to the full array of Fidelity products and services

* Provide Fidelity customers with account information

* Listen for opportunities to engage the customers in additional business and guide or advise the client or prospect on how Fidelity can be of service

* Use on-line resources to capture and provide appropriate customer data

* Facilitate timely, accurate and efficient mutual fund and equity transactions

* Work with all branch employees as a member of the team

* Transaction Processing: Set up, input and enter data to the brokerage and shareholder systems which includes all account maintenance

* Outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, shredding confidential paper and filing paperwork

* Facilitate point of contact resolution of priority requests and customer problems

* Serve as quality control point to ascertain that all paperwork, policy and procedures for customer requests have been adhered to in accordance with all compliance requirements

* Customer literature inventory management, office supplies Inventory Management

* Seminar Preparation

* Work closely with manager and licensed representatives to keep them updated on progress and resolution of client issues/requests

Qualifications

Education and Experience


*

College degree preferred

*

Prior customer service, sales, or phone experience required

*

Experience or strong interest in sales required

Skills and Knowledge


*

Series 7 preferred (required within 6 months of hire)

*

Series 66 (or equivalent 63/65) preferred, required within 90 days of passing the series 7 exam

*

Insurance License desired

*

Banking, insurance, or financial experience preferred

*

Superb interpersonal, customer interaction, and communication skills are needed

*

PC/Windows experience required

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

: Financial Sales

Primary Location

: IL-Chicago - Investor Center

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/Investor-Center-Financial-Representative-Oak-Brook,-IL-Job/738392/7383927383922010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSIL-Chicago, US
Description

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

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



Position Description

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

Primary Responsibilities

*

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

*

Cross sell Fidelity products and services

*

Oversee resolution of some service issues as needed

*

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

*

Support branch CEI initiatives

*

Address routine and non routine inquiries from customers and prospects

*

Proactive inbound/outbound sales

*

Seek referral opportunities and follow up on leads

*

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

*

Participate in execution of local marketing development plan

Qualifications

Education and Experience


*

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

Skills and Knowledge


*

Series 7 & 63 required prior to hire

*

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

*

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

*

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

*

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

*

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

Company Overview

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

Job

: Financial Sales

Primary Location

: CA-Burlingame - Investor Center

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/Investor-Center-Investments-Representative-Burlingame,-CA-Job/740154/7401547401542010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSCA-Burlingame, US
Description

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

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



Position Description

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

Primary Responsibilities

*

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

*

Cross sell Fidelity products and services

*

Oversee resolution of some service issues as needed

*

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

*

Support branch CEI initiatives

*

Address routine and non routine inquiries from customers and prospects

*

Proactive inbound/outbound sales

*

Seek referral opportunities and follow up on leads

*

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

*

Participate in execution of local marketing development plan

Qualifications

Education and Experience


*

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

Skills and Knowledge


*

Series 7 & 63 required prior to hire

*

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

*

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

*

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

*

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

*

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

Company Overview

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

Job

: Financial Sales

Primary Location

: CA-Woodland Hills - Investor Center

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/Investor-Center-Investments-Representative-Woodland-Hills,-CA-Job/740155/7401557401552010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSCA-Woodland Hills, US
Description

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

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



Position Description

The Private Client Specialist (PCS) works with customers who are assigned to a designated Private Access Account Executive. These clients have at least $1 million in assets with Fidelity. The role of the Private Client Specialist (PCS) is to provide customer service and operational support to the Private Access Account Executive. You will act as a sales assistant to the Account Executive. You will help to manage all inbound calls generated by a book of clients as well as operational and transactional processing, while acting as a conduit between the Account Executive and the client to resolve service/trading/sales issues.

Primary Responsibilities

Call Management, Service and Operations - 50%

*

Handle inbound customer inquiries of all types (trading, service, sales)

*

Ownership of clients needs regarding service, trading and problem resolution and processing issues

*

Serve as quality control point to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements

Administration - Book / Client Management - 25%

* Assist Account Executive in implementing a structured client contact strategy and promote annual guidance reviews

* Schedule: appointments and prepare pre and post appointment literature

*

Facilitate increased contact between the Account Executive and those clients that have routinely used the central phone Relationship Managers in the past

Trading - 15%

* Place all trades / transactions as instructed by clients in a timely fashion and offer client confirmation for trades placed

Business Development - 10%

* Basic sales interactions / conversations to help advance the sales cycle

* Maintain the Guidance Interaction Reports, Retirement Income Plans, Portfolio Investment Reviews and Estate Plans as gathered and provided by the Account Executive

*

Prepare reports and information for client meetings including prospect and referral letters in accordance with compliance requirements

*

Assist in basic prospecting and/or sales communication with clients in the Account Executive's book at the discretion of the Account Executive

Qualifications

Education and Experience


*

1-3 years in financial services with an emphasis on customer service

Skills and Knowledge


*

Series 7 & 63 Securities Licenses required prior to hire

*

Series 65 and/or Series 66 and state registrations must be obtained within 3 months of hire

*

Must have strong interpersonal skills and the ability to deliver highly personalized service to a group of High Net Worth clients

*

Exceptional client service phone skills

*

Must have extensive knowledge of Fidelity's policies and procedures and ability to work in a fast paced deadline oriented environment

*

PC/Windows skills

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

: Customer Service/Operations

Primary Location

: CA-Palo Alto - Investor Center

Schedule

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/CA-PALO-ALTO-Private-Client-Specialist-Palo-Alto,-CA-Job/740156/7401567401562010-04-12FidelityCustomer Service/Operationsfull-timeUSDstarting0BSCA-Palo Alto, US
Description

Broker Dealer Information Rep

Role Overview

The Broker Dealer Information Rep is responsible for the maintenance of advisor information and accounts. The individual must work closely with internal and external clients to ensure accurate data

exists in the databases and that change requests are processed within the established Service Level Agreements (SLAs).

Primary Responsibilities

*

Update, research and maintain advisor information change requests from various sources including; Sales, Client Services, Processing, Dealer Relations, FundSERV and external email requests from Head Offices through Update Advisor. (Mods, Email, CBDIQ, ESG and Task)

*

Complete the bulk transfers of accounts from one dealer rep code to another.

*

Complete the Dealer Rep Code change request for individual accounts

*

Add and modify dealer rep codes in the AXIS (in-house program) program. Associate Dealer Rep codes in Salesforce.com.

*

Complete approved Wholesaler reassignment requests for dealer rep codes submitted by the Sales team via a Task request.

*

Review processed work items for quality control.

*

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

Qualifications

Education, Experience and Licenses

*

Post secondary education with related work experience preferred

*

1+ years work experience, preferably in the financial services industry

*

IFIC-Operations is an asset

Skills and Knowledge


*

Strong Organizational skills with the ability to multitask.

*

Ability to work in a fast pace environment and meet established deadlines.

*

Strong verbal and written communication skills.

*

Proficiency in MS Office (specifically excel)

* Strong keyboarding skills with strong attention to detail.

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.

NO AGENCIES PLEASE

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 $46 billion in mutual fund and corporate pension plan assets ($CAD, as at June 30, 2009) 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) administers defined contribution plans and 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. $1.3 trillion (as at June 30, 2009).

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

: Client Services

Job Level:

: Entry Level

Job Type

: Standard

Overtime Status:

: Non-exempt

Primary Location

: ON-Toronto

Schedule:

: Full-time

Shift:

: Day Job

Travel:

: No]]>http://www.fidelity-jobs.com/job/TORONTO-Broker-Dealer-Information-Rep-Job-ON/740159/7401597401592010-04-12FidelityClient Services Job Level : Entry Level Job Typfull-timeUSDstarting0BSToronto, ON, CA
Description



Position Description

This individual plays a key role in the success of the Fidelity's objectives to provide high quality cost-effective strategic planning, product selection, vendor management, service provisioning, financial reporting, and inventory/cost review and control for market data services used across the firm. In this role, the Director, Market Data Relationship Management will facilitate business strategy management guiding efforts with internal business units, market data vendors, and implementation and support teams.

This position sits within the Enterprise Market Data Team. The Enterprise Market Data team has responsibility to manage the Fidelity firm wide market data expense spanning all market data content categories including real time feeds and news, end of day pricing, reference data, terminal and research & analytics products across multiple Business Units. The individual who fills this role will have primary responsibility to support the needs of the Personal Workplace Investing (PWI) organization. *The role is based out of Boston, Massachusetts with frequent Travel: to Smithfield, RI.

Specifically, the Director, Market Data Relationship Management will work in partnership with the market data team, Fidelity Business Units and critical market data vendors to foster alignment between Fidelity's business unit needs and vendor products, services and activities. This responsibility extends to developing vendor and business unit market data objectives and strategies. The Fidelity Market Data (FMD) a AAA rated, 24x7 mission critical internal market data services provider.

Primary Responsibilities

* Cultivate strong relationships with Fidelity Business Units to understand and provide thought leadership for evolving market data needs. Manage views of business unit market data consumption patterns and spend, identify trends and manage alignment of business strategies with market data vendor and product selections.

* Work with the market data team and business units to assist with product selection and service implementation with an eye towards aligning product use and vendors with strategic organizational goals and streamlining services to achieve cost savings.

* Promote, leverage and increase utilization of existing market data services by maintaining regular communication with business units to assess quality and solicit/broker feedback to vendors on offerings desired or in use.

* Collaborate with peer market data practitioners to create detailed project plans for evaluation, trials and implementations.

* Work with the market data administration team to establish workflow processes to ensure appropriate reconciliation of vendor invoices, including effective approaches to investigate and resolve vendor discrepancies and lead vendor discussions to improve vendor performance.

Qualifications

Experience and Education

* BA/BS desired

* Prior experience and strong knowledge of market data, industry products and best practices in market data management.

* 10+ years market data experience. Background implementing and/or managing market data functions are a plus.

Skills and Knowledge


* Strong background in financial services - mutual fund, retail, and/or defined contribution/defined benefit business

* Ability to work creatively and collaboratively with a diverse group of vendors, business units and market data personnel to improve acquisition, on going management and support processes.

* Detailed knowledge of market data content including all asset types (Equity, FI, derivatives, etc.) and content types (real time pricing, news, fundamental & reference data, terminal products, etc.)

* Exemplary 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 with appropriate prioritization

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

Job

: Technical Management

Primary Location

: MA-Boston

Other Locations:

: RI-Smithfield

Schedule:

: Full-time

Job Level:

: Director

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel

: No]]>http://www.fidelity-jobs.com/job/SMITHFIELD,-MA-BOSTON-Director-Market-Data-Client-Relationship-Job-SMIT/741052/7410527410522010-04-12FidelityTechnical Managementfull-timeUSDstarting0BSSmithfield, MA-Boston RI, US
Description

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

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



Position Description

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

Primary Responsibilities

*

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

*

Cross sell Fidelity products and services

*

Oversee resolution of some service issues as needed

*

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

*

Support branch CEI initiatives

*

Address routine and non routine inquiries from customers and prospects

*

Proactive inbound/outbound sales

*

Seek referral opportunities and follow up on leads

*

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

*

Participate in execution of local marketing development plan

Qualifications

Education and Experience


*

College degree preferred

*

Prior customer service, sales, or phone experience required

*

Experience or strong interest in sales required

Skills and Knowledge


*

Series 7 preferred (required within 6 months of hire)

*

Series 66 (or equivalent 63/65) preferred, required within 90 days of passing the series 7 exam

*

Insurance License desired

*

Banking, insurance, or financial experience preferred

*

Superb interpersonal, customer interaction, and communication skills are needed

*

PC/Windows experience required

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

: Customer Service/Operations

Primary Location

: MO-St. Louis - Investor Center

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/Investor-Center-Financial-Representative-St.-Louis,-MO-Job/741054/7410547410542010-04-12FidelityCustomer Service/Operationsfull-timeUSDstarting0BSMO-St. Louis, US
Description

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

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



Position Description

The Private Client Specialist (PCS) works with customers who are assigned to a designated Private Access Account Executive. These clients have at least $1 million in assets with Fidelity. The role of the Private Client Specialist (PCS) is to provide customer service and operational support to the Private Access Account Executive. You will act as a sales assistant to the Account Executive. You will help to manage all inbound calls generated by a book of clients as well as operational and transactional processing, while acting as a conduit between the Account Executive and the client to resolve service/trading/sales issues.

Primary Responsibilities

Call Management, Service and Operations - 50%

*

Handle inbound customer inquiries of all types (trading, service, sales)

*

Ownership of clients needs regarding service, trading and problem resolution and processing issues

*

Serve as quality control point to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements

Administration - Book / Client Management - 25%

* Assist Account Executive in implementing a structured client contact strategy and promote annual guidance reviews

* Schedule: appointments and prepare pre and post appointment literature

*

Facilitate increased contact between the Account Executive and those clients that have routinely used the central phone Relationship Managers in the past

Trading - 15%

* Place all trades / transactions as instructed by clients in a timely fashion and offer client confirmation for trades placed

Business Development - 10%

* Basic sales interactions / conversations to help advance the sales cycle

* Maintain the Guidance Interaction Reports, Retirement Income Plans, Portfolio Investment Reviews and Estate Plans as gathered and provided by the Account Executive

*

Prepare reports and information for client meetings including prospect and referral letters in accordance with compliance requirements

*

Assist in basic prospecting and/or sales communication with clients in the Account Executive's book at the discretion of the Account Executive

Qualifications

Education and Experience


*

1-3 years in financial services with an emphasis on customer service

Skills and Knowledge


*

Series 7 & 63 Securities Licenses required prior to hire

*

Series 65 and/or Series 66 and state registrations must be obtained within 3 months of hire

*

Must have strong interpersonal skills and the ability to deliver highly personalized service to a group of High Net Worth clients

*

Exceptional client service phone skills

*

Must have extensive knowledge of Fidelity's policies and procedures and ability to work in a fast paced deadline oriented environment

*

PC/Windows skills

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

: Customer Service/Operations

Primary Location

: CA-Walnut Creek - Investor Center

Schedule

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/CA-WALNUT-CREEK-Private-Client-Specialist-Walnut-Creek,-CA-Job/741807/7418077418072010-04-12FidelityCustomer Service/Operationsfull-timeUSDstarting0BSCA-Walnut Creek, US
Description

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

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



Position Description

The Private Client Specialist (PCS) works with customers who are assigned to a designated Private Access Account Executive. These clients have at least $1 million in assets with Fidelity. The role of the Private Client Specialist (PCS) is to provide customer service and operational support to the Private Access Account Executive. You will act as a sales assistant to the Account Executive. You will help to manage all inbound calls generated by a book of clients as well as operational and transactional processing, while acting as a conduit between the Account Executive and the client to resolve service/trading/sales issues.

Primary Responsibilities

Call Management, Service and Operations - 50%

*

Handle inbound customer inquiries of all types (trading, service, sales)

*

Ownership of clients needs regarding service, trading and problem resolution and processing issues

*

Serve as quality control point to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements

Administration - Book / Client Management - 25%

* Assist Account Executive in implementing a structured client contact strategy and promote annual guidance reviews

* Schedule: appointments and prepare pre and post appointment literature

*

Facilitate increased contact between the Account Executive and those clients that have routinely used the central phone Relationship Managers in the past

Trading - 15%

* Place all trades / transactions as instructed by clients in a timely fashion and offer client confirmation for trades placed

Business Development - 10%

* Basic sales interactions / conversations to help advance the sales cycle

* Maintain the Guidance Interaction Reports, Retirement Income Plans, Portfolio Investment Reviews and Estate Plans as gathered and provided by the Account Executive

*

Prepare reports and information for client meetings including prospect and referral letters in accordance with compliance requirements

*

Assist in basic prospecting and/or sales communication with clients in the Account Executive's book at the discretion of the Account Executive

Qualifications

Education and Experience


*

1-3 years in financial services with an emphasis on customer service

Skills and Knowledge


*

Series 7 & 63 Securities Licenses required prior to hire

*

Series 65 and/or Series 66 and state registrations must be obtained within 3 months of hire

*

Must have strong interpersonal skills and the ability to deliver highly personalized service to a group of High Net Worth clients

*

Exceptional client service phone skills

*

Must have extensive knowledge of Fidelity's policies and procedures and ability to work in a fast paced deadline oriented environment

*

PC/Windows skills

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

: Customer Service/Operations

Primary Location

: WI-Millwaukee - Investor Center

Schedule

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/WI-MILLWAUKEE-Private-Client-Specialist-Milwaukee,-WI-Job/744149/7441497441492010-04-12FidelityCustomer Service/Operationsfull-timeUSDstarting0BSWI-Millwaukee, US
Description

The Regional Planning Consultant (RPC) is the vital link between Fidelity Personal Investments product group and Fidelity's distribution organization and its customers. The role is to increase the usage and delivery of Fidelity's guidance offering including the Portfolio Review and Retirement Income Planner tools while insuring appropriate client development strategies are implemented.

Primary Responsibilities:

* Specifically the role of the RPC is to increase the sale of new mutual fund, trust, and investment management business (PAS and FAA), and insurance within an assigned territory.

* Provide a high level of knowledgeable assistance to customers and Investor Center financial representatives on topics relating to retirement income planning, investment strategy, and product selection.

* This role involves personal contact with customers on topics that take a high degree of specialized knowledge.

* The role involves wholesaling activities with branch financial representatives on planning and product topics to insure that they possess the knowledge necessary to assist customers in making informed financial decisions.

Qualifications

Education and Experience
:

*

Bachelors Degree with a minimum of 8 years industry experience required (CFP, JD, MBA, CLU preferred)

*

NASD Series 7, 63, and 65 or 66 Securities Licenses are required, and state insurance licenses.

*

Financial sales background is required with product wholesaling and territory management experience preferred

Skills and Knowledge
:

*

Demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning are required

*

Public speaking experience in the format of client seminars on topics relating to estate and retirement planning is required

*

Continuing education is required through completion / participation in advanced degrees, certificate programs, institutes or seminars

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

: Financial Sales

Primary Location

: CA-Irvine-Newport Beach Investor Center

Other Locations:

: CA-Brea - Investor Center, CA-Mission Viejo - 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, 75% of the time]]>http://www.fidelity-jobs.com/job/CA-IRVINE-NEWPORT-BEACH-INVEST-Regional-Planning-Consultant-Southern-CA-Irvine,-Mission-Viejo-&-Brea-Job/744922/7449227449222010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSCA-Irvine-Newport Beach Investor
Description

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

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



Position Description

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

Primary Responsibilities

*

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

*

Cross sell Fidelity products and services

*

Oversee resolution of some service issues as needed

*

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

*

Support branch CEI initiatives

*

Address routine and non routine inquiries from customers and prospects

*

Proactive inbound/outbound sales

*

Seek referral opportunities and follow up on leads

*

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

*

Participate in execution of local marketing development plan

Qualifications

Education and Experience


*

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

Skills and Knowledge


*

Series 7 & 63 required prior to hire

*

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

*

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

*

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

*

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

*

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

Company Overview

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

Job

: Financial Sales

Primary Location

: IL-Oak Brook - Investor Center

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/Investor-Center-Investments-Representative-Oak-Brook,-IL-Job/744925/7449257449252010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSIL-Oak Brook, US
Description

Part-time customer service professionals are needed to work Monday - Friday from 7:30 a.m. - 11:30 a.m. in our Albuquerque, New Mexico office. All we ask from you is that your talent, drive, standards, and integrity separate you from the rest of the pack, that your customer service skills are among the best in the industry, and that you'll continue to learn, develop, and grow. In this role you will provide comprehensive benefit services for our valued clients in the area of Health & Insurance. Fidelity prides itself on the quality of its customer service. Using leading-edge technology, you will respond to inquiries, develop and maintain customer relationships and deliver timely problem resolution. This position is for experienced customer service professionals that want to apply their Skills and Knowledge
in a meaningful way everyday.

Primary Responsibilities

* Provide extraordinary customer service to include client specific knowledge as well as pro-active education

* Respond quickly and assess the needs of the customer and their inquires while engaging in insightful conversations with them to understand implied and explicit needs

* Communicate specific coverage options, cost comparisons, life event processing, and assist with problem resolution

* Educate customers on alternative self-service communication channels

* Identify when and where to escalate a call if necessary to ensure resolution

* Utilize a Microsoft Windows based workstation in an inbound service center to locate customer information and perform necessary transactions

* Participate in an industry-leading, comprehensive company sponsored training program that will provide you with the multiple resources, tools and education

Qualifications

Education & Experience

* Previous customer service experience within a call oriented, solution center environment

* Knowledge of Heath and Insurance services is a plus

* College degree preferred but not required

Skills & Knowledge

* A fundamental drive to provide exceptional levels of customer service

* Solid interpersonal and communication skills

* Demonstrated problem solver

* Ability to thrive in a high speed, changing environment

* Ability to perform transactional processes and identify/communicate trends

Company Overview

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

Job

: Client/Customer Service

Primary Location

: NM-Albuquerque - SE

Schedule:

: Part-time

Job Level:

: Individual Contributor

Education Level

: High School Diploma/GED (±11 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/NM-ALBUQUERQUE-Customer-Service-Associate-Part-Time-Job-US/744929/7449297449292010-04-12FidelityClient/Customer Servicefull-timeUSDstarting0BSSE, NM-Albuquerque, US
Description

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

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



Position Description

The Assistant Branch Manager role is intended to be a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing assistance to the assigned Branch Manager. During the tenure of this role, the incumbent may provide assistance in more than one branch and/or the primary branch location may change throughout the

Primary Responsibilities

* Assisting the Branch Manager in directing and leading the branch to acquire and drive business opportunities in the local market.

* Assists the Branch Manager to build a strong sales and service team that can drive revenue opportunities while insuring high levels of customer satisfaction.

* Develop local efforts and implement national initiatives to grow business through in-branch customer contact, seminars, lead utilization, and local marketing.

* Assist with the management of operational activities, including full supervision of local risk and compliance issues, if a Branch Service Manager is not in place.

* Over time, will be responsible for managing a group of representatives and provide assistance with regard to training, developing, counseling, and motivating branch staff.

* Lead or assist with regional and/or corporate initiatives.

* Act as the interface with difficult clients who need to be guided to the management level.

* Assist with the measurement of service levels to determine staffing needs.

Qualifications

Education and Experience


* 3-5 years of management experience within a financial services environment preferred

* 5 years in financial sales role

Skills and Knowledge


* Series 7 and 66 or 63/65 required

* Insurances licenses and Series 9/10 required within 60 days of hire

* Strong brokerage/mutual fund knowledge

* Proven time-management skills

* Strong integrity and judgment skills

* Proven management and coaching skills

* Excellent communication and presentation skills

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

: Branch Management

Primary Location

: NJ-Paramus - Investor Center

Schedule:

: Full-time

Job Level:

: Manager

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/Assistant-Branch-Manager-Paramus,-NJ-Job/745850/7458507458502010-04-12FidelityBranch Managementfull-timeUSDstarting0BSNJ-Paramus, US
Description

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

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



Position Description

The Assistant Branch Manager role is intended to be a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing assistance to the assigned Branch Manager. During the tenure of this role, the incumbent may provide assistance in more than one branch and/or the primary branch location may change throughout the

Primary Responsibilities

* Assisting the Branch Manager in directing and leading the branch to acquire and drive business opportunities in the local market.

* Assists the Branch Manager to build a strong sales and service team that can drive revenue opportunities while insuring high levels of customer satisfaction.

* Develop local efforts and implement national initiatives to grow business through in-branch customer contact, seminars, lead utilization, and local marketing.

* Assist with the management of operational activities, including full supervision of local risk and compliance issues, if a Branch Service Manager is not in place.

* Over time, will be responsible for managing a group of representatives and provide assistance with regard to training, developing, counseling, and motivating branch staff.

* Lead or assist with regional and/or corporate initiatives.

* Act as the interface with difficult clients who need to be guided to the management level.

* Assist with the measurement of service levels to determine staffing needs.

Qualifications

Education and Experience


* 3-5 years of management experience within a financial services environment preferred

* 5 years in financial sales role

Skills and Knowledge


* Series 7 and 66 or 63/65 required

* Insurances licenses and Series 9/10 required within 60 days of hire

* Strong brokerage/mutual fund knowledge

* Proven time-management skills

* Strong integrity and judgment skills

* Proven management and coaching skills

* Excellent communication and presentation skills

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

: Branch Management

Primary Location

: CA-Mission Viejo - Investor Center

Schedule:

: Full-time

Job Level:

: Manager

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/Assistant-Branch-Manager-Brea,-CA-Job/745852/7458527458522010-04-12FidelityBranch Managementfull-timeUSDstarting0BSCA-Mission Viejo, US
Description

Purpose:

The purpose of this role is to provide investment education to the participants of a specific Plan Sponsor who is looking to that Investment Education Consultant(IEC) to be available to support their employees 5 days a week. The IEC in this role will be dedicated to only one client and thus does not have the burden of learning the many intricacies of hundreds of other sponsor retirement plans nor do they need to face the grueling Travel: demands of the typical IEC (90% travel). The Dedicated Investment Consultant (DIEC) will support their client through delivering both general and customized workshops, along with informal and formal 1:1 consultations in between workshops. The objective is to serve as the "Consultant" for the day, striving to ensure that participants are prepared to make better decisions regarding their financial retirement readiness and that the plan sponsor feels that Fidelity is a true partner in educating their employees on the value of their retirement plan. In order to provide a wholistic picture of what tools and services Fidelity has to offer, the IEC needs to be well versed on our retail products.



Position Description:

* Deliver workshops to large groups often displaying diverse demographic backgrounds. Workshop types include, but are not limitied to following meetings: Enrollment, General Educational, Benefit Fairs, Transition Meetings, Integrated Benefits (DC, DB and H&W), PAW-S clients, Health Service Accounts, and Pre-retirement workshops.

* Conduct informal and formal 1:1 consultations throughout the day prior, between, and after workshops. Service the general active population, along with specific audiences such as retirees, employees being downsized, etc… Apply asset retention and advice & guidance techiniques to address unique needs such as consolidation of existing accounts, and establishment of new ones. Leverage all Fidelity tools and services.

* Negotiate with client corporate and local contacts to uncover/address concerns. Liaison between the client and internal business partners such as Investor Centers, Communication Consultants, MD's, etc..., enhancing relationships to ensure Fidelity's overall ongoing success. Have direct impact on overall client satisfaction with Fidelity. Act as daily resource to local client contact on all C&E aspects of the relationship.

* Provide accurate and timely reporting after completion of the day via various reporting tools. This entails summarizing participant actions, entering any leads and outlining any client issues and service trends. Escalate critical matters to internal business partners and senior management when appropriate. Provide their client with any requested reporting and analysis on impact of educational activities.

Qualifications

Education and Experience


* Minimum of 3 years DC and 5 years overall financial services experience.

* Experience with delivering group workshops and 1:1 consultations

* BA preferred

* CFP a plus

Skills and Knowledge


* Series 7, 6 and 63 (or 66) licenses required

* 10% travel

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of $3.0 trillion, including managed assets of more than $1.4 trillion as of August 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

: Retirement

Primary Location

: South Carolina

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]]>http://www.fidelity-jobs.com/job/Dedicated-Investment-Education-Consultant-Columbia,-SC-Job-US/746655/7466557466552010-04-12FidelityRetirementfull-timeUSDstarting0BS, , US
Description

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

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



Position Description

This position is an entry level opportunity that is ideal for a professional with sales and personal financial planning as their career goal. The optimum candidate will have some sales and customer service/banking experience with a bachelor's degree in Business, Economics or Finance.

Primary Responsibilites

*

Act as first point of contact in branch and provide exceptional service

*

Drive customer experience to high levels of satisfaction by adhering to the customer first principles

*

Introduce prospects to the full array of Fidelity products and services

*

Provide Fidelity customers with account information

*

Listen for opportunities to engage the customers in additional business and guide or advise the client or prospect on how Fidelity can be of service

*

Use on-line resources to capture and provide appropriate customer data

*

Facilitate timely, accurate and efficient mutual fund and equity transactions

*

Work with all branch employees as a member of the team

*

Transaction Processing: Set up, input and enter data to the brokerage and shareholder systems which includes all account maintenance

*

Outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, shredding confidential paper and filing paperwork

*

Facilitate point of contact resolution of priority requests and customer problems

*

Serve as quality control point to ascertain that all paperwork, policy and procedures for customer requests have been adhered to in accordance with all compliance requirements

*

Customer literature inventory management, office supplies Inventory Management

*

Seminar Preparation

*

Work closely with manager and licensed representatives to keep them updated on progress and resolution of client issues/requests

Qualifications

Education and Experience


*

College degree preferred

*

Prior customer service, sales, or phone experience required

*

Experience or strong interest in sales required

Skills and Knowledge


*

Series 7 preferred (required within 6 months of hire)

*

Series 66 (or equivalent 63/65) preferred, required within 90 days of passing the series 7 exam

*

Insurance License desired

*

Banking, insurance, or financial experience preferred

*

Superb interpersonal, customer interaction, and communication skills are needed

*

PC/Windows experience required

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

: Customer Service/Operations

Primary Location

: AZ-Scottsdale - Investor Center

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/Investor-Center-Financial-Representative-Scottsdale,-AZ-Job/746656/7466567466562010-04-12FidelityCustomer Service/Operationsfull-timeUSDstarting0BSAZ-Scottsdale, US
Description

Bilingual Private Investment and Institutional Operations Specialist (4-Month Contract)

Role Overview:

The Private Investment and Institutional Operations team is responsible for supporting Fidelity's private investment, institutional and family plan programs. The team is committed to providing excellent service and consists of highly professional, committed, and team oriented individuals.

The Private Investment and Institutional Operations Specialist reports to the Manager of Private Investment and Institutional Operations. The Specialist works closely with investment professionals, custodians, internal partners and Fidelity employees to provide program knowledge, coordinate seamless transitions, and accurate execution of trade requests.

Primary Responsibilities:

*

Perform 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.

*

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:

* Completion of college program 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.

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

* Bilingual in French and English is required.

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.

NO AGENCIES PLEASE

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 $46 billion in mutual fund and corporate pension plan assets ($CAD, as at June 30, 2009) 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) administers defined contribution plans and 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. $1.3 trillion (as at June 30, 2009).

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]]>http://www.fidelity-jobs.com/job/TORONTO-Bilingual-Private-Investment-and-Institutional-Operations-Specialist-Job-ON/746657/7466577466572010-04-12FidelityOperations Job Level : Individual Contributor Jfull-timeUSDstarting0BSToronto, ON, CA
Description



Position Description

This director-level position is responsible for delivery of targeted leadership training programs that support enterprise-wide leadership development strategy while providing some customization to address business-specific needs. This individual's primary responsibility will be to deliver the Managing Continuous Improvement (MCI) and other Lean or Process Improvement content in a classroom setting, use advanced facilitative skills to lead interactive discussions and draw experiences from participants, use their own business and leadership background to provide real-life context, and provide real-time coaching in the classroom. Outside of the classroom, secondary responsibilities will include consulting and coaching engagements with class participants, senior leaders and business partners, and responsibility for some aspect of the Management and Professional Development (MPD) Team's management and development.

This individual will be expected to support the MPD team's charter of offering depth and scalability in our programs, excellent facilitation skills, and professionalism. The Leadership Development Facilitator (Director) will be responsible for staying current in the field and transferring this knowledge to the team and the audience.

Primary Responsibilities

* Deliver complex continuous improvement leadership development courses to leaders and managers in accordance with program design standards and other specifications

* Partner with PWI's Planning Office and keeping current with any other Fidelity businesses and programs in the Continuous Improvement space

* Support the wider PWI Continuous Improvement process curriculum

* Partner with Learning and Development Program Director to:

* Ensure that the delivery of program content is connected to business challenges and needs

* Provide feedback to support program enhancements and upgrades

* Design and deliver business unit specific leadership development interventions as capacity allows

* Potential to cross-train on all programs offered by MPD - front-line leadership, mid-level leadership, and portfolio and program management

Competencies and Skills

* Industry and Business Skills

* Business acumen - an in-depth understanding of how businesses operate and measure operations from a strategic, process, and talent management perspective.

* Process improvement experience - Demonstrate and apply in depth knowledge of process improvement tools and methodologies such as Root Cause Analysis, Six Sigma, Kaizen, and Lean.

* Systems thinking - an in-depth understanding of the interrelationship between key functions and processes that drive a business

* Functional Skills

* Facilitation skills - expert level. Present material, lead discussions, build engagement and participation, make in-the-moment adjustments to agenda and facilitation style based on participant needs and responses, manage conflict, encourage risk-taking.

* Coaching skills - advanced level. Help participants identify opportunities for growth and help them commit to taking action.

* Consulting skills - advanced level. Problem definition, contracting, solution delivery, and follow-up.

* Knowledge and application of adult learning theory.

* Technical savvy - ability to install software applications, connect peripherals and appliances directly to computer hardware or via a network; troubleshoot hardware and software technology problems.

* Communication skills - actively listens; tailors messages for variety of audiences; is succinct; presents complex information in way that is easy to understand.

* Leadership Capabilities

* Ability to inspire, motivate, challenge, and encourage others to achieve goals.

* Demonstrate personal ownership and accountability.

* Ability to challenge conventional ideas and accepted ways of doing things.

* Ability to establish credibility with senior leaders and managers.

Qualifications

Education and Experience


* 5+ years experience in a quality improvement role within finance industry

* 8+ years experience consulting, designing, and/or delivering leadership and management development programs/interventions/solutions

* Extensive presentation and facilitation experience

* Experience working with senior leaders and managers

* Masters degree in business administration and/or graduate degree in organizational development (preferred)

Skills and Knowledge


* Six Sigma certification (Black Belt(BB) or Master Black Belt(MBB) preferred)

* 5+ years managing in a complex ever-changing business environment (preferred)

* Proven success at doing work that has inspired, engaged, and influenced others

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

: Training

Primary Location

: MA-Boston

Other Locations:

: KY-Covington, NY-New York, NC-Raleigh, NH-Merrimack

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: Yes, 50% of the time]]>http://www.fidelity-jobs.com/job/NY-NEW-YORK-Leadership-Development-Facilitator-Managing-Continuous-Improvement-Job-NC/747336/7473367473362010-04-12FidelityTrainingfull-timeUSDstarting0BSMerrimack, MA-Boston KY-Covington, NY-New York, NC
Description

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

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



Position Description

The Assistant Branch Manager role is intended to be a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing assistance to the assigned Branch Manager. During the tenure of this role, the incumbent may provide assistance in more than one branch and/or the primary branch location may change throughout the

Primary Responsibilities

* Assisting the Branch Manager in directing and leading the branch to acquire and drive business opportunities in the local market.

* Assists the Branch Manager to build a strong sales and service team that can drive revenue opportunities while insuring high levels of customer satisfaction.

* Develop local efforts and implement national initiatives to grow business through in-branch customer contact, seminars, lead utilization, and local marketing.

* Assist with the management of operational activities, including full supervision of local risk and compliance issues, if a Branch Service Manager is not in place.

* Over time, will be responsible for managing a group of representatives and provide assistance with regard to training, developing, counseling, and motivating branch staff.

* Lead or assist with regional and/or corporate initiatives.

* Act as the interface with difficult clients who need to be guided to the management level.

* Assist with the measurement of service levels to determine staffing needs.

Qualifications

Education and Experience


* 3-5 years of management experience within a financial services environment preferred

* 5 years in financial sales role

Skills and Knowledge


* Series 7 and 66 or 63/65 required

* Insurances licenses and Series 9/10 required within 60 days of hire

* Strong brokerage/mutual fund knowledge

* Proven time-management skills

* Strong integrity and judgment skills

* Proven management and coaching skills

* Excellent communication and presentation skills

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

: Branch Management

Primary Location

: PA-King of Prussia - Investor Center

Schedule:

: Full-time

Job Level:

: Manager

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/Assistant-Branch-Manager-King-of-Prussia,-PA-Job/747342/7473427473422010-04-12FidelityBranch Managementfull-timeUSDstarting0BSPA-King of Prussia, US
Description

The Regional Planning Consultant (RPC) is the vital link between Fidelity Personal Investments product group and Fidelity's distribution organization and its customers. The role is to increase the usage and delivery of Fidelity's guidance offering including the Portfolio Review and Retirement Income Planner tools while insuring appropriate client development strategies are implemented. Specifically the role of the RPC is to increase the sale of new mutual fund, trust, and investment management business (PAS and FAA), and insurance within an assigned territory. The Consultant provides a high level of knowledgeable assistance to customers and Investor Center financial representatives on topics relating to retirement income planning, investment strategy, and product selection. This role involves personal contact with customers on topics that take a high degree of specialized knowledge. In addition, the role involves wholesaling activities with branch financial representatives on planning and product topics to insure that they possess the knowledge necessary to assist customers in making informed financial decisions.

Qualifications

• Bachelors Degree with a minimum of 8 years industry experience required (CFP, JD, MBA, CLU preferred)

• NASD Series 7, 63, and 65 or 66 Securities Licenses are required, and state insurance licenses.

• Financial sales background is required with product wholesaling and territory management experience preferred

• Demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning are required

• Public speaking experience in the format of client seminars on topics relating to estate and retirement planning is required

• Continuing education is required through completion / participation in advanced degrees, certificate programs, institutes or seminars

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

: Financial Sales

Primary Location

: CT-Greenwich - Investor Center

Other Locations:

: CT-Fairfield - Investor Center, CT-Stamford - 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, 75% of the time]]>http://www.fidelity-jobs.com/job/CT-GREENWICH-R-Regional-Planning-Consultant-Southern-Connecticut-Job-CTCT/748589/7485897485892010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSCT-Greenwich r CT
Description



Position Description

The individual in the position serves as Director of Copy Writing and Online Editor responsible for the development and overall management of online content and other communications that are intended to support Workplace Investing (WI) efforts. The Director will focus on the creation, management and delivery of Fidelity Forum (homepage and primary page) content as well as event-based communications to our clients/prospects, gathering and managing information, conducting interviews and developing content for WI business-to-business communications.

The ideal candidate will be responsible for collaborating with marketing and business partners across the organization to manage the end-to-end content development of news and product information based on the needs of the intended audiences. He or she will have extensive experience developing journalistic, front-page "newspaper style" web articles and alerts and must understand client messaging and branding objectives to communicate them effectively.

Primary Responsibilities

* Partner with the organization to define /refine editorial opportunities, line-up and tone for the Fidelity Forum

* Interact with clients, subject matter experts and project team members to gather required information to develop compelling content

* Coordinate line-up with other B2B web properties to assure consistent messages, avoid duplication and maximize use of resources across the complex

* Review client-supplied copy and edit as necessary

* Facilitate approval of content through subject matter experts, other Fidelity businesses (as appropriate), Legal and Compliance

* Partner with Measurement and Analytics team to monitor customer usage reports

* Collaborate with IMS business partners to assure that the content is maintained and updated as needed

* Continue to evaluate and improve the infrastructure, process, and workflows required for delivering content on time, on target, and on budget

Qualifications

Education and Experience


* 4 year degree or equivilant work experience required

* 5 - 7 years experience in marketing communications or editorial services, with an emphasis on developing online newsletters & magazines - required

* Background in Workplace Benefits required; Defined Benefits, Defined Contributions and Health and Wealthfare - required

* Fidelity Experience preferred

* Experience with online publications and content management systems - required

Skills and Knowledge


* Excellent writing and editing skills

* Strong interpersonal skills and ability to build productive relationships with all levels of

the organization across various business units

* Proven project management and execution skills; able to handle multiple tasks

simultaneously often with many contacts

* Proven success in managing complex systems and Shift:ing priorities in a fast-paced,

demanding environment

* Able to work independently and be able to communicate effectively with colleagues

and clients

* Very client-service oriented, flexible, responsive approach

* Ability to work with technology groups on implementing online content

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

: Marketing Communications

Primary Location

: RI-Smithfield

Other Locations:

: KY-Covington

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]]>http://www.fidelity-jobs.com/job/COVINGTON,-RI-SMITHFIELD-Director,-Copy-Writer-and-Online-Editor-Job-COVI/748591/7485917485912010-04-12FidelityMarketing Communicationsfull-timeUSDstarting0BSCovington, RI-Smithfield KY, US
Description

Programmer Analyst, Sr. - Internet Development

Business Overview:

The Internet Development Team is responsible for the development and application support of all Internet applications within Fidelity Canada. We work closely with our business partners to deliver a superior online experience focusing on stability, performance, and service delivery



Position Description:

Reporting to the Manager of Internet Development, the candidate will be responsible for all development activities related to Internet Projects and Maintenance of Internet Applications.

Primary Responsibilities:

* Developer within project teams to build new or enhance existing internet applications

* Optionally function in systems or technical analyst capacity, or leadership capacity, from time to time

* Contribute to the definition and estimation of project work packages

* Contribute to the completion of systems design specifications ensuring application designs are efficient and meet corporate application standards

* Participate in project reviews, feasibility and impact analysis studies

* Contribute to the definition and execution of project integration testing

* Complete application unit test plans, participate in walkthroughs, execute unit tests

* Application support and maintenance of existing internet applications

* Adhere to and contribute to departmental processes, methodologies, standards and practices in accordance with Quality and Performance measurements

* Contribute to the completion of the definition and estimation of project work packages and technical documentation.

* Assist in the development of others through training, coaching and mentoring

Qualifications

Education, Experience and Licenses:

* University degree, preferably in Computer Science or equivalent experience

* Minimum 5 years software development experience with expertise in the following areas:

* J2EE technologies

* Open Source Java Frameworks including Spring, Ibatis, iText, etc.

* Web presentation technologies, especially DHTML, JavaScript, AJAX, CSS and multi-browser compatibility

* Web service technologies.

* Database technologies such as JDBC, Oracle, SQL

* Application Servers including IBM WebSphere and Tom Cat

* JUNIT or other unit testing tools/frameworks/methodologies

* Object oriented analysis, design and development

* Extensive experience working with Content Management Systems (Fatwire)

* Knowledge/experience in Agile Methodology - Xtreme Programming

Skills and Knowledge
:

* Team player

* Detail oriented with superior analytical skills

* Excellent communication skills

* Knowledge of the Financial Services industry - especially Mutual Funds is an asset

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.

NO AGENCIES PLEASE

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 $46 billion in mutual fund and corporate pension plan assets ($CAD, as at June 30, 2009) 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) administers defined contribution plans and 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. $1.3 trillion (as at June 30, 2009).

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

: Client Server & Web Development

Job Level:

: Individual Contributor

Job Type

: Standard

Overtime Status:

: Exempt

Primary Location

: ON-Toronto

Schedule:

: Full-time

Shift:

: Day Job

Travel:

: No]]>http://www.fidelity-jobs.com/job/TORONTO-Programmer-Analyst,-Sr.-Internet-Development-Job-ON/751039/7510397510392010-04-12FidelityClient Server & Web Development Job Level : Indifull-timeUSDstarting0BSToronto, ON, CA
Description

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

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



Position Description

The Private Client VP/Senior Account Executive has responsibility for the management, retention and development of his/her assigned client households. Each Account Executive will manage a book of approximately 400-500 client accounts, who hold Fidelity Retail assets of $1mm+. The Account Executive is the lead for the client management team and insures the development and retention of these clients' accounts. The Account Executive works collaboratively with multiple business specialists to effectively create the best possible customer experience and meet the clients' broad range of investment needs.

Primary Responsibilities

*

Develop existing client relationships to retain and increase total assets, revenues and profitability

*

Build a book of business, market share and share of wallet by acquiring new clients, community outreach, and referrals

*

Effectively create the best possible customer experience and meet the clients' broad range of investment needs

*

Leverage local branch team and phone service team to increase client's understanding of the benefits and usage of the service mode

*

Leverage the expertise of the Fidelity organization including key product and service groups in face to face interactions with HNW (High Net Worth) clients

*

Understanding of the client's overall financial goals and objectives and the ability to present the broad range of Fidelity HNW products and services

Qualifications

Education and Experience


*

Must have at least ten years financial services experience, with 7-10 years of sales experience

Skills and Knowledge


*

Series 7 & 63 Securities Licenses required prior to hire

*

Series 66 (63/65) and Insurance Licenses required (or to be obtained within 3 months or hire)

*

In depth understanding of financial markets - solid understanding and experience with trust, estate planning, tax planning, insurance, and financial planning

*

Demonstrated consultative selling skills, Investment Consultation and Financial Planning

*

Ability to effectively build credibility and rapport with clients - experience with High Net Worth Clients required

*

Outstanding listening and communications skills; the ability to simplify complicated financial concepts; effective public speaking experiences, group dynamic skills

*

The ability to close, i.e. to present solutions that are on target for customers and to motivate customers to take action

*

Strong coaching and management experience preferred, especially working in a virtual team

*

Understanding of operational, compliance and risk issues in the brokerage business

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

: Wealth Management

Primary Location

: CA-Monterey - Investor Center

Schedule:

: Full-time

Job Level:

: Manager

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/CA-MONTEREY-Private-Client-VP-Senior-Account-Executive-Monterey,-CA-Job/751040/7510407510402010-04-12FidelityWealth Managementfull-timeUSDstarting0BSCA-Monterey, US
Description

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

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



Position Description

The role of the Financial Planning Consultant (FPC) is to develop strong relationships (prospects and clients) within the community while growing the retail customer base. The FPC is expected to sell the full range of financial products and services through prospecting, lead utilization, referrals and local market development efforts. At the same time deliver high levels of customer satisfaction and focus on customer needs.

Primary Responsibilities

*

Develops and encourages long term client relationships by careful planning to meet clients immediate and future needs by providing and demonstrating solid financial planning skills and client centered advice and guidance interactions.

*

Introduces clients to investment strategies and works with client to develop financial plan using the appropriate Guidance tools.

*

Positions appropriate products in the context of current needs as well as customer's long term financial plan.

*

Identify, execute and follow up on opportunities to gather additional client assets while providing client centered discussions.

*

Initiate customer relationships through prospecting, lead utilization, and local market and community involvement.

*

Responsible for driving face to face customer appointments and interactions in the branch as well as phone sale opportunities.

*

Attain designated business goals (Customer Satisfaction, Households, Net Flows).

*

Support and champion branch Customer Experience Index initiatives.

*

Partner with Fidelity resources and business partners to satisfy customers' investment needs when faced with complex situations in a competitive environment. Deliver "One Fidelity" experience.

*

Helps develop and execute the local market development plan including but not limited to delivery of financial services education seminars.

*

Demonstrates leadership and act as a resource for other financial representatives.

*

Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers' best interests.

*

Educates customers to use technology to monitor, maintain and manage their investments.

Qualifications

Education and Experience


*

5 or more years of financial services and sales experience

*

Bachelors degree preferred

*

CFP, CRA or CMFC a plus

Skills and Knowledge


* Series 7 & 63 required prior to hire

* Series 66 (63/65) and Insurance Licenses required (or to be obtained within 6 months of hire)

* PC Skills and systems knowledge

* Excellent communication and presentation skills

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

: Financial Sales

Primary Location

: CA-Monterey - 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, 25% of the time]]>http://www.fidelity-jobs.com/job/CA-MONTEREY-Investor-Center-Account-Executive-Monterey,-CA-Job/751042/7510427510422010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSCA-Monterey, US
Description

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

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



Position Description

The Private Client VP/Senior Account Executive has responsibility for the management, retention and development of his/her assigned client households. Each Account Executive will manage a book of approximately 400-500 client accounts, who hold Fidelity Retail assets of $1mm+. The Account Executive is the lead for the client management team and insures the development and retention of these clients' accounts. The Account Executive works collaboratively with multiple business specialists to effectively create the best possible customer experience and meet the clients' broad range of investment needs.

Primary Responsibilities

*

Develop existing client relationships to retain and increase total assets, revenues and profitability

*

Build a book of business, market share and share of wallet by acquiring new clients, community outreach, and referrals

*

Effectively create the best possible customer experience and meet the clients' broad range of investment needs

*

Leverage local branch team and phone service team to increase client's understanding of the benefits and usage of the service mode

*

Leverage the expertise of the Fidelity organization including key product and service groups in face to face interactions with HNW (High Net Worth) clients

*

Understanding of the client's overall financial goals and objectives and the ability to present the broad range of Fidelity HNW products and services

Qualifications

Education and Experience


*

Must have at least ten years financial services experience, with 7-10 years of sales experience

Skills and Knowledge


*

Series 7 & 63 Securities Licenses required prior to hire

*

Series 66 (63/65) and Insurance Licenses required (or to be obtained within 3 months or hire)

*

In depth understanding of financial markets - solid understanding and experience with trust, estate planning, tax planning, insurance, and financial planning

*

Demonstrated consultative selling skills, Investment Consultation and Financial Planning

*

Ability to effectively build credibility and rapport with clients - experience with High Net Worth Clients required

*

Outstanding listening and communications skills; the ability to simplify complicated financial concepts; effective public speaking experiences, group dynamic skills

*

The ability to close, i.e. to present solutions that are on target for customers and to motivate customers to take action

*

Strong coaching and management experience preferred, especially working in a virtual team

*

Understanding of operational, compliance and risk issues in the brokerage business

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

: Wealth Management

Primary Location

: CA-San Diego - Investor Center

Schedule:

: Full-time

Job Level:

: Manager

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/CA-SAN-DIEGO-Private-Client-VP-Senior-Account-Executive-San-Diego,-CA-Investor-Center-Job/751044/7510447510442010-04-12FidelityWealth Managementfull-timeUSDstarting0BSCA-San Diego, US
Description

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

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



Position Description

The Private Client VP/Senior Account Executive has responsibility for the management, retention and development of his/her assigned client households. Each Account Executive will manage a book of approximately 400-500 client accounts, who hold Fidelity Retail assets of $1mm+. The Account Executive is the lead for the client management team and insures the development and retention of these clients' accounts. The Account Executive works collaboratively with multiple business specialists to effectively create the best possible customer experience and meet the clients' broad range of investment needs.

Primary Responsibilities

*

Develop existing client relationships to retain and increase total assets, revenues and profitability

*

Build a book of business, market share and share of wallet by acquiring new clients, community outreach, and referrals

*

Effectively create the best possible customer experience and meet the clients' broad range of investment needs

*

Leverage local branch team and phone service team to increase client's understanding of the benefits and usage of the service mode

*

Leverage the expertise of the Fidelity organization including key product and service groups in face to face interactions with HNW (High Net Worth) clients

*

Understanding of the client's overall financial goals and objectives and the ability to present the broad range of Fidelity HNW products and services

Qualifications

Education and Experience


*

Must have at least ten years financial services experience, with 7-10 years of sales experience

Skills and Knowledge


*

Series 7 & 63 Securities Licenses required prior to hire

*

Series 66 (63/65) and Insurance Licenses required (or to be obtained within 3 months or hire)

*

In depth understanding of financial markets - solid understanding and experience with trust, estate planning, tax planning, insurance, and financial planning

*

Demonstrated consultative selling skills, Investment Consultation and Financial Planning

*

Ability to effectively build credibility and rapport with clients - experience with High Net Worth Clients required

*

Outstanding listening and communications skills; the ability to simplify complicated financial concepts; effective public speaking experiences, group dynamic skills

*

The ability to close, i.e. to present solutions that are on target for customers and to motivate customers to take action

*

Strong coaching and management experience preferred, especially working in a virtual team

*

Understanding of operational, compliance and risk issues in the brokerage business

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

: Wealth Management

Primary Location

: IL-Chicago - Investor Center

Schedule:

: Full-time

Job Level:

: Manager

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/IL-CHICAGO-Private-Client-VP-Senior-Account-Executive-Chicago-Investor-Centers-Job/751045/7510457510452010-04-12FidelityWealth Managementfull-timeUSDstarting0BSIL-Chicago, US
Description

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

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



Position Description

This position is an entry level opportunity that is ideal for a professional with sales and personal financial planning as their career goal. The optimum candidate will have some sales and customer service/banking experience with a bachelor's degree in Business, Economics or Finance.

Primary Responsibilites

*

Act as first point of contact in branch and provide exceptional service

*

Drive customer experience to high levels of satisfaction by adhering to the customer first principles

*

Introduce prospects to the full array of Fidelity products and services

*

Provide Fidelity customers with account information

*

Listen for opportunities to engage the customers in additional business and guide or advise the client or prospect on how Fidelity can be of service

*

Use on-line resources to capture and provide appropriate customer data

*

Facilitate timely, accurate and efficient mutual fund and equity transactions

*

Work with all branch employees as a member of the team

*

Transaction Processing: Set up, input and enter data to the brokerage and shareholder systems which includes all account maintenance

*

Outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, shredding confidential paper and filing paperwork

*

Facilitate point of contact resolution of priority requests and customer problems

*

Serve as quality control point to ascertain that all paperwork, policy and procedures for customer requests have been adhered to in accordance with all compliance requirements

*

Customer literature inventory management, office supplies Inventory Management

*

Seminar Preparation

*

Work closely with manager and licensed representatives to keep them updated on progress and resolution of client issues/reque

Qualifications

Education and Experience


*

College degree preferred

*

Prior customer service, sales, or phone experience required

*

Experience or strong interest in sales required

Skills and Knowledge


*

Series 7 preferred (required within 6 months of hire)

*

Series 66 (or equivalent 63/65) preferred, required within 90 days of passing the series 7 exam

*

Insurance License desired

*

Banking, insurance, or financial experience preferred

*

Superb interpersonal, customer interaction, and communication skills are needed

*

PC/Windows experience required

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

: Financial Sales

Primary Location

: TX-Austin - Investor Center

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/Investor-Center-Financial-Representative-Austin,-TX-Job/752650/7526507526502010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSTX-Austin, US
Description

The Regional Planning Consultant (RPC) is the vital link between Fidelity Personal Investments product group and Fidelity's distribution organization and its customers. The role is to increase the usage and delivery of Fidelity's guidance offering including the Portfolio Review and Retirement Income Planner tools while insuring appropriate client development strategies are implemented.

Primary Responsibilities:

* Specifically the role of the RPC is to increase the sale of new mutual fund, trust, and investment management business (PAS and FAA), and insurance within an assigned territory.

* Provide a high level of knowledgeable assistance to customers and Investor Center financial representatives on topics relating to retirement income planning, investment strategy, and product selection.

* This role involves personal contact with customers on topics that take a high degree of specialized knowledge.

* The role involves wholesaling activities with branch financial representatives on planning and product topics to insure that they possess the knowledge necessary to assist customers in making informed financial decisions.

Qualifications

Education and Experience
:

*

Bachelors Degree with a minimum of 8 years industry experience required (CFP, JD, MBA, CLU preferred)

*

NASD Series 7, 63, and 65 or 66 Securities Licenses are required, and state insurance licenses.

*

Financial sales background is required with product wholesaling and territory management experience preferred

Skills and Knowledge
:

*

Demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning are required

*

Public speaking experience in the format of client seminars on topics relating to estate and retirement planning is required

*

Continuing education is required through completion / participation in advanced degrees, certificate programs, institutes or seminars

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

: Financial Sales

Primary Location

: PA-King of Prussia - Investor Center

Other Locations:

: PA-Philadelphia - 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, 75% of the time]]>http://www.fidelity-jobs.com/job/PA-KING-OF-PRUSSIA-INVESTOR-Regional-Planning-Consultant-King-of-Prussia-&-Philadelphia-Job/752651/7526517526512010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSPA-King of Prussia - Investor Cen
Description

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

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



Position Description

This position is an entry level opportunity that is ideal for a professional with sales and personal financial planning as their career goal. The optimum candidate will have some sales and customer service/banking experience with a bachelor's degree in Business, Economics or Finance.

Primary Responsibilites

* Act as first point of contact in branch and provide exceptional service

* Drive customer experience to high levels of satisfaction by adhering to the customer first principles

* Introduce prospects to the full array of Fidelity products and services

* Provide Fidelity customers with account information

* Listen for opportunities to engage the customers in additional business and guide or advise the client or prospect on how Fidelity can be of service

* Use on-line resources to capture and provide appropriate customer data

* Facilitate timely, accurate and efficient mutual fund and equity transactions

* Work with all branch employees as a member of the team

* Transaction Processing: Set up, input and enter data to the brokerage and shareholder systems which includes all account maintenance

* Outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, shredding confidential paper and filing paperwork

* Facilitate point of contact resolution of priority requests and customer problems

* Serve as quality control point to ascertain that all paperwork, policy and procedures for customer requests have been adhered to in accordance with all compliance requirements

* Customer literature inventory management, office supplies Inventory Management

* Seminar Preparation

* Work closely with manager and licensed representatives to keep them updated on progress and resolution of client issues/requests

Qualifications

Education and Experience


* College degree preferred

* Prior customer service, sales, or phone experience required

* Experience or strong interest in sales required

Skills and Knowledge


* Series 7 preferred (required within 6 months of hire)

* Series 66 (or equivalent 63/65) preferred, required within 90 days of passing the series 7 exam

* Insurance License desired

* Banking, insurance, or financial experience preferred

* Superb interpersonal, customer interaction, and communication skills are needed

* PC/Windows experience required

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

: Financial Sales

Primary Location

: IL-Wilmette - Investor Center

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/Investor-Center-Financial-Representative-Highland-Park,-IL-Job/751856/7518567518562010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSIL-Wilmette, US
Description

Fidelity Pricing and Cash Management Services, FPCMS which provides accounting and investment management support services to Fidelity mutual funds and other investment vehicles, as well as many Fidelity business partners. FPCMS has over 1,300 employees in Boston, MA, Merrimack, NH and Lewisville, TX, and approximately 200 employees working in Bangalore, Chennai, and Gurgaon, India.

This position is designed to aid in the design, development and management of the FPCMS Quality function, with specific focus on event response and error prevention.

Position Responsibilities

* Provides leadership to the quality team, determining the appropriate support to provide to Operations to resolve or coordinate responses when events occur, including analysis, categorization and escalation as appropriate.

* Designs and leads team in conducting post-event analysis to ensure the integrity of resolutions.

* Designs continuous improvement solutions for Operations to leverage and implement.

* Oversees Quality Control and Assurance in support of the daily operations to drive error prevention; conducts checks on key processes and activities within Operations.

* Drives initiatives and projects that include substantive testing to ensure the integrity of data within systems leading to improved structural quality.

* Some Travel: required to FPCMS sites in Merrimack, NH and Lewisville, TX as needed

Qualifications

Education and Experience


* 10 -15 years' experience in risk and quality control and assurance roles, to include significant experience in event response, self-testing, post-event process-level QC.

* Work experience within financial services operations is strongly preferred; significant consultation with or exposure to financial services operations is required.

* BS/BA and MBA preferred; Risk/Quality-related certifications helpful.

Skills/Knowledge

* Significant knowledge of risk and quality control and assurance functions and an understanding of the optimal connection with Operations to ensure success

* Strong process orientation and ability to leverage operations and technology to respond appropriately to and provide support in the prevention of errors.

* Deep analytical and critical thinking skills to quickly assess and respond to events

* Ability to build and maintain collaborative working relationships with Operations leads to reach resolution quickly

* Ability to lead a team of directors and analysts in the daily execution of event response and error prevention work

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

: MA-Boston

Other Locations:

: NH-Merrimack

Schedule:

: Full-time

Job Level:

: Executive

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel

: No]]>http://www.fidelity-jobs.com/job/MERRIMACK,-MA-BOSTON-Vice-President,-Quality-Job-MERR/752648/7526487526482010-04-12FidelityMutual Fund Accountingfull-timeUSDstarting0BSMerrimack, MA-Boston NH, US
Description

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

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



Position Description

This position is an entry level opportunity that is ideal for a professional with sales and personal financial planning as their career goal. The optimum candidate will have some sales and customer service/banking experience with a bachelor's degree in Business, Economics or Finance.

Primary Responsibilites

*

Act as first point of contact in branch and provide exceptional service

*

Drive customer experience to high levels of satisfaction by adhering to the customer first principles

*

Introduce prospects to the full array of Fidelity products and services

*

Provide Fidelity customers with account information

*

Listen for opportunities to engage the customers in additional business and guide or advise the client or prospect on how Fidelity can be of service

*

Use on-line resources to capture and provide appropriate customer data

*

Facilitate timely, accurate and efficient mutual fund and equity transactions

*

Work with all branch employees as a member of the team

*

Transaction Processing: Set up, input and enter data to the brokerage and shareholder systems which includes all account maintenance

*

Outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, shredding confidential paper and filing paperwork

*

Facilitate point of contact resolution of priority requests and customer problems

*

Serve as quality control point to ascertain that all paperwork, policy and procedures for customer requests have been adhered to in accordance with all compliance requirements

*

Customer literature inventory management, office supplies Inventory Management

*

Seminar Preparation

*

Work closely with manager and licensed representatives to keep them updated on progress and resolution of client issues/requests

Qualifications

Education and Experience


*

College degree preferred

*

Prior customer service, sales, or phone experience required

*

Experience or strong interest in sales required

Skills and Knowledge


*

Series 7 preferred (required within 6 months of hire)

*

Series 66 (or equivalent 63/65) preferred, required within 90 days of passing the series 7 exam

*

Insurance License desired

*

Banking, insurance, or financial experience preferred

*

Superb interpersonal, customer interaction, and communication skills are needed

*

PC/Windows experience required

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

: Customer Service/Operations

Primary Location

: NY-Huntington Station - Investor Center

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/Investor-Center-Financial-Representative-Huntington,-NY-Job/753309/7533097533092010-04-12FidelityCustomer Service/Operationsfull-timeUSDstarting0BSNY-Huntington Station, US
Description

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

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



Position Description

Account Executives are responsible and accountable for building productive relationships with Fidelity's mass affluent clients - defined as clients with greater than $250K in investable assets with Fidelity's Personal and Workplace Investing business unit. In building their "books," our representatives will be working with past clients and with incoming leads to establish these long-standing relationships. It is expected that they will serve between 400 and 500 clients when they reach full capacity. Their primary role will be to serve our clients by offering them a single point of contact for all of their investment, planning, and guidance needs. This includes working directly with clients on their retirement, non-retirement, brokerage and cash management accounts

Primary Responsibilities

*

Develops and encourages long term client relationships by careful planning to meet clients immediate and future needs by providing and demonstrating solid financial planning skills and client centered advice and guidance interactions.

*

Introduces clients to investment strategies and works with client to develop financial plan using the appropriate Guidance tools.

*

Positions appropriate products in the context of current needs as well as customer's long term financial plan.

*

Identify, execute and follow up on opportunities to gather additional client assets while providing client centered discussions.

*

Initiate customer relationships through prospecting, lead utilization, and local market and community involvement.

*

Responsible for driving face to face customer appointments and interactions in the branch as well as phone sale opportunities.

*

Attain designated business goals (Customer Satisfaction, Households, Net Flows).

*

Support and champion branch Customer Experience Index initiatives.

*

Partner with Fidelity resources and business partners to satisfy customers' investment needs when faced with complex situations in a competitive environment. Deliver "One Fidelity" experience.

*

Helps develop and execute the local market development plan including but not limited to delivery of financial services education seminars.

*

Demonstrates leadership and act as a resource for other financial representatives.

*

Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers' best interests.

*

Educates customers to use technology to monitor, maintain and manage their investments.

Qualifications

Education and Experience


*

5 + years of direct sales experience working with high net worth clients

*

7 + years of work experience

*

Bachelors degree preferred

*

CFP, CRA or CMFC a plus

Skills and Knowledge


* Series 7 & 63 required prior to hire

* Series 66 (63/65) and Insurance Licenses required (or to be obtained within 6 months of hire)

* PC Skills and systems knowledge

* Excellent communication and presentation skills

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

: Financial Sales

Primary Location

: MA-Worcester - 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, 25% of the time]]>http://www.fidelity-jobs.com/job/MA-WORCESTER-Investor-Center-Account-Executive-Worcester,-MA-Job/753310/7533107533102010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSMA-Worcester, US
Description

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

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



Position Description

Account Executives are responsible and accountable for building productive relationships with Fidelity's mass affluent clients - defined as clients with greater than $250K in investable assets with Fidelity's Personal and Workplace Investing business unit. In building their "books," our representatives will be working with past clients and with incoming leads to establish these long-standing relationships. It is expected that they will serve between 400 and 500 clients when they reach full capacity. Their primary role will be to serve our clients by offering them a single point of contact for all of their investment, planning, and guidance needs. This includes working directly with clients on their retirement, non-retirement, brokerage and cash management accounts

Primary Responsibilities

*

Develops and encourages long term client relationships by careful planning to meet clients immediate and future needs by providing and demonstrating solid financial planning skills and client centered advice and guidance interactions.

*

Introduces clients to investment strategies and works with client to develop financial plan using the appropriate Guidance tools.

*

Positions appropriate products in the context of current needs as well as customer's long term financial plan.

*

Identify, execute and follow up on opportunities to gather additional client assets while providing client centered discussions.

*

Initiate customer relationships through prospecting, lead utilization, and local market and community involvement.

*

Responsible for driving face to face customer appointments and interactions in the branch as well as phone sale opportunities.

*

Attain designated business goals (Customer Satisfaction, Households, Net Flows).

*

Support and champion branch Customer Experience Index initiatives.

*

Partner with Fidelity resources and business partners to satisfy customers' investment needs when faced with complex situations in a competitive environment. Deliver "One Fidelity" experience.

*

Helps develop and execute the local market development plan including but not limited to delivery of financial services education seminars.

*

Demonstrates leadership and act as a resource for other financial representatives.

*

Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers' best interests.

*

Educates customers to use technology to monitor, maintain and manage their investments.

Qualifications

Education and Experience


*

5 + years of direct sales experience working with high net worth clients

*

7 + years of work experience

*

Bachelors degree preferred

*

CFP, CRA or CMFC a plus

Skills and Knowledge


* Series 7 & 63 required prior to hire

* Series 66 (63/65) and Insurance Licenses required (or to be obtained within 6 months of hire)

* PC Skills and systems knowledge

* Excellent communication and presentation skills

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

: Financial Sales

Primary Location

: CT-New Haven - 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, 25% of the time]]>http://www.fidelity-jobs.com/job/CT-NEW-HAVEN-Investor-Center-Account-Executive-New-Haven,-CT-Job/753311/7533117533112010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSCT-New Haven, US
Description

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

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



Position Description

The role of the Financial Planning Consultant (FPC) is to develop strong relationships (prospects and clients) within the community while growing the retail customer base. The FPC is expected to sell the full range of financial products and services through prospecting, lead utilization, referrals and local market development efforts. At the same time deliver high levels of customer satisfaction and focus on customer needs.

Primary Responsibilities

*

Develops and encourages long term client relationships by careful planning to meet clients immediate and future needs by providing and demonstrating solid financial planning skills and client centered advice and guidance interactions.

*

Introduces clients to investment strategies and works with client to develop financial plan using the appropriate Guidance tools.

*

Positions appropriate products in the context of current needs as well as customer's long term financial plan.

*

Identify, execute and follow up on opportunities to gather additional client assets while providing client centered discussions.

*

Initiate customer relationships through prospecting, lead utilization, and local market and community involvement.

*

Responsible for driving face to face customer appointments and interactions in the branch as well as phone sale opportunities.

*

Attain designated business goals (Customer Satisfaction, Households, Net Flows).

*

Support and champion branch Customer Experience Index initiatives.

*

Partner with Fidelity resources and business partners to satisfy customers' investment needs when faced with complex situations in a competitive environment. Deliver "One Fidelity" experience.

*

Helps develop and execute the local market development plan including but not limited to delivery of financial services education seminars.

*

Demonstrates leadership and act as a resource for other financial representatives.

*

Adheres to compliance/risk procedures and exhibits detailed attention to disclosure policies by maintaining focus on customers' best interests.

*

Educates customers to use technology to monitor, maintain and manage their investments.

Qualifications

Education and Experience


*

5 or more years of financial services and sales experience

*

7 or more years of work experience

*

Bachelors degree preferred

*

CFP, CRA or CMFC a plus

Skills and Knowledge


* Series 7 & 63 required prior to hire

* Series 66 (63/65) and Insurance Licenses required (or to be obtained within 6 months of hire)

* PC Skills and systems knowledge

* Excellent communication and presentation skills

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

: Wealth Management

Primary Location

: PA-Philadelphia - Investor Center

Schedule:

: Full-time

Job Level:

: Manager

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/PA-PHILADELPHIA-Investor-Center-Account-Executive-Philadelphia,-PA-Job/753313/7533137533132010-04-12FidelityWealth Managementfull-timeUSDstarting0BSPA-Philadelphia, US
Description

Position Descripton

In this role, you will be responsible for strategic planning, project management support, engineering, operational management, identifying opportunities for automation, cost savings, and business improvement across the following areas: The role is based in Boston, Massachusetts.

* eMail services which includes all aspects of Exchange 2000/2007, Hosted email, SMTP infrastructure, compliance, security, client experience & instrumentation

* Directory services which includes Microsoft's Active Directory, ADAM & MIIS technologies

Primary Responsibilities

* Financial P&L for those services

* Responsible for managing, operating, automating, and supporting E-mail infrastructure in a large messaging and collaboration environment (50K+ user base) required.

* Directly manage a large team of 20-25 associates

* Operational functions like availability, integrity, and security for all systems and infrastructure, i.e. Security Management, Performance Tuning, Capacity Planning, Failover and Load Balancing techniques

* Metrics & Reporting

* Roadmaps & Integration into the larger infrastructure strategy

* Influencing technical and architectural aspects of enterprise-wide business decisions and driving technical aspects of strategic decisions regarding IT for the enterprise

Qualifications

Education and Experience


* 7+ years of leadership experience in managing multiple, large cross-functional teams or projects, and influencing senior level management and key stakeholders

* Experience with Hosted Infrastructure buildout and transition will be a major plus

* Solid teamwork and interpersonal skills and ability to communicate with customers, associates, and senior management

* Leadership skills that energize multidiscipline work teams to respond to business needs.

* Financial Services industry experience

* Excellent human resource management skills

Skills and Knowledge


* 5+ years of experience with managing, operating, automating, and supporting E-mail infrastructure in a large messaging and collaboration environment (50K+ user base) required.

* Excellent oral and written communication skills, customer service skills, strong interpersonal skills, and team skills.

* Self motivated; ability to manage multiple priorities, and requiring minimal supervision at times required.

* Detail oriented with the ability to track and follow up on items in ownership space as well as track and ensure accountability of team members under your management.

* Is able to articulate a vision for responsible services that is balanced by client need, costs and industry trends

* Works with internal IT & Business Partners as well as external vendors, both established and emerging, in shaping that vision

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of nearly $3.2 trillion, including managed assets of nearly $1.5 trillion. 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

: Technical Management

Primary Location

: MA-Boston

Other Locations:

: RI-Smithfield , TX-Westlake, NH-Merrimack

Schedule:

: Full-time

Job Level:

: Executive

Education Level

: Master's Degree (±18 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/MERRIMACK,-MA-BOSTON-RI-SMITHF-Vice-President,-Message-&-Directory-Services-Job/753305/7533057533052010-04-12FidelityTechnical Managementfull-timeUSDstarting0BSMerrimack, MA-Boston RI-Smithfield , TX-Westlake,
Description

Business Overview

Fidelity Investments Institutional Services Company (FIIS) provides investment management services through investment professionals at financial institutions nationwide, including wire houses, 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.



Position Description

Fidelity Investments Institutional Services (FIIS), located primarily in Smithfield, Rhode Island, has an excellent opportunity for a Software Engineer Developer to work in Galway, Ireland. FIIS' Sales and Service Technology group is responsible for the development and maintenance of Remote Applications including our web presence, Advisor.fidelity.com, the TellMe Voice Response Unit (VRU), Pricing and Performance Center, as well as intranet applications. Additionally, the group is responsible for mission-critical middleware applications which consist of J2EE Web Services, batch processing of internal work items and external transmission support. The Software Engineer Developer in this role will work as part of a small agile development group in Galway that is part of the core team in Smithfield, and will play a strong role in making the distributed agile team a success.

Primary Responsibilities

* Help to implement FIIS's Internet strategy, implementing critical business functionality within a J2EE environment.

* Adhere to development and project standards set forth by the development and architecture teams

* Participate in all aspects of project delivery, including reviewing functional specifications, technical architectures and external interfaces.

* Work very closely with Business Partners, Analysts and QA associates using an Agile Development methodology. As such, you must possess excellent interpersonal skills and be comfortable following the best practices of Agile development and Extreme Programming.

Qualifications

Education and Experience


* 3+ years of software development experience, including implementation of enterprise solutions in a J2EE environment. Broad technical experience within several areas: Our current environment includes Java, J2EE, Websphere, IBM Portal Server, AIX, .Net, C#, and ASP.NET

* B.S. in a computer-related field is preferred

Skills and Knowledge


* Strong OOP/D skills and experience in implementing Java-based web solutions

* Strength in Internet technologies is a must; experience with Websphere Portal is a plus

* Excellent interpersonal skills; comfort following the best practices of Agile development and Extreme Programming (pair programming, test-driven development)

* Demonstrated ability to balance priorities and simultaneous projects

* Strong judgment, issues management and problem analysis techniques

* Strong organization and coordination skills

* Ability to work independently as well as in a cross matrixed environment

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 more than 23 million individuals and institutions as well as through 5,500 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.

Education Level

: Bachelor's Degree (±16 years)

Job

: Client Server & Web Development

Job Type

: Standard

Job Level:

: Individual Contributor

Overtime Status:

: Exempt

Primary Location

: Galway

Schedule:

: Full-time

Shift:

: Day Job

Travel:

: No]]>http://www.fidelity-jobs.com/job/Software-Engineer-Developer-Job-US/753307/7533077533072010-04-12FidelityClient Server & Web Development Job Type : Standfull-timeUSDstarting0BS, , US
Description

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

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



Position Description

It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. As the leader of a Fidelity Investor Center sales team, you'll have the resources at your disposal to succeed on each count. Add to this a superb benefits package, competitive salaries, significant incentive opportunities, and the support of seasoned financial services professionals, and you can see why choosing Fidelity is a smart move.

As Branch Manager, you will function as a general manager for the branch, creating and leading strategies to develop the branch and the market. Your leadership and decisions will have significant impact on branch effectiveness, market growth and profitability.

Primary Responsibilities

* Holds overall accountability for meeting branch budgets, overall P&L, and direct management of recruitment, relocation, local market development and Private Access budgets.

* Responsible for the performance management, coaching and development of sales related branch staff.

* Manages cross-company partnerships and alliances designed to acquire and drive business opportunities.

* Develops and maintains business partner relationships and participates in corporate leadership activities (multi market events, sales meetings, market meetings, etc) translating and communicating information and strategy for branch staff.

* Responsible for the quality of the sales related customer experience. Overall accountability for branch CEI scores.

* Accountable for ensuring compliance with regulatory requirements; performs periodic reviews and compliance audits. Oversees Branch Service Manager or Assistant Branch Manager to manage all sales and sales practice escalations.

* Hires, coaches and develops sales staff of branch. Responsible for on-boarding, training and cultural integration of new sales associates. Approves hiring recommendations made by the Branch Service Manager, if Branch Service Manager role is present.

* Participates in initiatives supporting "One Fidelity" and/or PI strategy representing the branch perspective. Acts as a functional lead.

* Manages corporate relationships through the regional consultant; builds business partnerships across Fidelity while focusing on the local market.

* Oversees the management of the physical space both internally and externally.

Qualifications

Education and Experience


*

3-5 years of management experience within a financial services environment preferred

*

5 years in financial sales role

Skills and Knowledge


*

Series 9/10, 7 and 66 or 63/65 required

* Insurance licenses required within 6 months of hire

* Strong brokerage/mutual fund knowledge

* Ability to manage multiple conflicting priorities

* Must have strong management and coaching skills

* Strong judgment, maturity, and sensitivity regarding people manage

* Strong integrity and judgment skills

Company Overview

Fidelity Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of $3.0 trillion, including managed assets of more than $1.4 trillion as of August 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, visitwww.fidelity.com.

Job

: Branch Management

Primary Location

: FL-Naples - Investor Center

Schedule:

: Full-time

Job Level:

: Manager

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/Branch-Manager-VP-Naples,-FL-Job/754776/7547767547762010-04-12FidelityBranch Managementfull-timeUSDstarting0BSFL-Naples, US
Description

Position Overview

We are looking for a game changing individual who wants to deliver transformative IT services. The position is responsible for the building, leading and managing the newly formed End User Customer (EUC) team. The role encompasses all aspects of our Internal end user experience. The function will serve as the gatekeeper of all EUC services leveraging User Centered design, user research, client segmentation via personas and rigorous quality assurance. The user experience leader must be able to build and lead an organization that understands how to successfully address business and revenue requirements while meeting the demands of a very large, diverse user base.

Job Responsibilites

* Conduct research & work with end users to determine their experience needs for our products

* Lead the effort to create standards for Product Management to use in the creation of new products

* Has excellent communication, presentation, and client management skills

* Is comfortable with the User Centered Design process and looks for ways to improve it

* Build feature maps of services and associated delivery timelines

* Understands and has opinions about current industry best practices

* Balances an academic interest in best practices with tactical solutions

* Enjoys collaborating with product owners and business analysts to design solutions

Qualifications

Education and Experience


* Experience with Personal Computing (Windows, Mac), Web & Mobile technologies & applications

* Bachelors Degree in information design, HCI, cognitive psychology, human factors or related will be a plus

* Excellent communication skills using all forms of communications: written, verbal, social tools

* Solid teamwork and interpersonal skills and ability to communicate with customers, associates, and senior management

* Leadership skills that energize multidiscipline work teams to respond to business needs

Skills and Knowledge


* Hands on expertise in information architecture, usability, interaction design and visual design

* Experience with prototyping and storyboards

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of nearly $3.2 trillion, including managed assets of nearly $1.5 trillion. 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

: Technical Management

Primary Location

: MA-Boston

Other Locations:

: RI-Smithfield , TX-Westlake, NH-Merrimack

Schedule:

: Full-time

Job Level:

: Executive

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/MERRIMACK,-MA-BOSTON-RI-SMITHF-Vice-President,-IT-End-User-Experience-Job/754774/7547747547742010-04-12FidelityTechnical Managementfull-timeUSDstarting0BSMerrimack, MA-Boston RI-Smithfield , TX-Westlake,
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 Advisor Distribution Group (ADG) currently has a new territory open for a Vice President, Wholesaler. This individual will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships 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 7, or 6 and 63 licenses required

* Minimum of 8 years of sales experience

Skills and Knowledge


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

* Must live in or relocate to sales territory

* Field sales and territory management experience

* Must have in depth knowledge of Fidelity and/or competitive products

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

Job

: Institutional

Primary Location

: DC-Washington

Other Locations:

: MD-Towson - 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, 75% of the time]]>http://www.fidelity-jobs.com/job/DC-WASHINGTON-MD-TOWSON-Vice-President,-Advisor-Funds-Field-Wholesaler-Job/755482/7554827554822010-04-12FidelityInstitutionalfull-timeUSDstarting0BSDC-Washington MD-Towson, US
Description



Position Description

The Senior eLearning Developer provides business solutions by developing complex or multiple eLearning courses, web and software applications, and / or multimedia deliverables for Fidelity Institutional (FI) Learning and Development (L&D). FI L&D supports audiences across Fidelity Institutional (FI) which encompasses four distinct Fidelity sister companies; Investment Wealth Services (IWS), National Financial (NF), Fidelity Family Office (FFOS) and Capital Markets.

They will work with L&D's suite of authoring tools (currently Lectora, Adobe Premier Pro, Dreamweaver, Flash, Captivate, Raptivity, Soundforge, Perception, .NET, SQL, and other web application tools), and Learning Management System to design, develop, deliver and track solutions. This position is responsible for managing multiple projects across multiple businesses.

Working under minimal direction, develop original and creative technical solutions for ongoing development efforts. Perform independent and complex technical and functional analysis for multiple projects supporting several initiatives and support and perform all phases of testing leading to implementation. Develop comprehensive documentation for multiple initiatives and have a solid understanding of the training function and adult learning principles. The Senior Developer must have full project life cycle experience, a full understanding of the eLearning development process including analysis, design, coding, testing, problem resolution and planning, and full competency in all relevant coding environments, languages, tools, and platforms.

FI Learning & Development is a newly formed training organization; therefore much of the training, technology, and operations will be built from the bottom up. The right person for this role possesses an entrepreneurial spirit, the ability to multi task, works hard, is flexible and can have fun.

This person is expected to be a champion for training innovation by researching, recommending and leveraging new training techniques and opportunities for integrating technology components. Additionally, this person will be accountable for sharing his/her knowledge and expertise with internal FI Learning & Development teammates.

Primary Responsibilities

* Design, develop, and implement eLearning courses, web application components, databases, and Perception sessions.

* Work on complex assignments simultaneously, establish eLearning and web project plans

* Establish on-time and on-budget project goals, plan and coordinate project Schedule:s (may make assignments), and maintain project status including activities of "assigned" team members

* Work directly with project stakeholders for project definition

* Foster innovation by identifying opportunities for continuous improvement

* Collaborate across groups to maximize output on team goals, and exerts influence in large teams.

* Remain current with the eLearning and web industries, by researching/learning new authoring tools, environments, media, and techniques and then influence the implementation of best practices and key findings

* Provide high quality, cutting-edge learning and other technical solutions

Qualifications

Education and Experience


* 4 - 6 years experience designing, developing, and implementing WBT learning solutions utilizing eLearning authoring tools

* 4 - 6 years experience designing, developing, and implementing web applications and databases

* Demonstrated experience in several of the following: HTML, DHTML, JavaScript, CSS, ASP.NET, VB.NET, HTML, XML, XSL, and designing and developing relational databases (MS SQL server preferred)

* Direct experience with FI L&D's suite of authoring tools is preferred. (L&D's suite of authoring tools currently Lectora, Adobe Premier Pro, Dreamweaver ,Flash, Captivate, Raptivity, Soundforge and Perception)

* Demonstrated expertise in one or more of the following: Graphic art, digital audio recording/editing, digital video recording/editing, development of software simulations, demonstrations, or electronic performance support

* Possess full project life cycle experience, a full understanding of the eLearning development process including analysis, design, coding, testing, problem resolution and planning, and full competency in all relevant eLearning coding environments, languages, tools, and platforms

* Experience working with Learning Management Systems and AICC / SCORM standards preferred

* Direct Instructional Design experience a plus

* Bachelor's degree in instructional design, educational technology, Computer Science, Management Information Systems, or related preferred

* Experience in financial services industry preferred

* Experience working with Learning Management Systems and AICC / SCORM standards preferred

Skills and Knowledge


* Strong project management skills; must be able to develop project plans, effectively estimate development timelines for project tasks, establish on-time and on-budget project goals, monitor and help assigned resources drive to successful completion, handle simultaneous project developments, and manage own time to meet project deadlines

* Excellent interpersonal and communication skills (written and oral)

* Demonstrated ability to troubleshoot technical issues related to the authoring and delivery of eLearning training solutions and web applications

* Must be quality driven and have an attention to detail

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

: Training

Primary Location

: MA-Boston

Other Locations:

: KY-Covington, RI-Smithfield , TX-Westlake, NC-Raleigh

Schedule

: Full-time

Job Level:

: Individual Contributor

Education Level

: Master's Degree (±18 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/RALEIGH,-MA-BOSTON-KY-COVINGTO-Senior-eLearning-Developer-FI-Learning-Technology-Knowledge-Management-Job/756826/7568267568262010-04-12FidelityTrainingfull-timeUSDstarting0BSRaleigh, MA-Boston KY-Covington, RI-Smithfield , T
Description

Work with industry leaders promoting our investment products and services to the financial advisor community. Your exceptional sales skills, aptitude for financial markets, mental acuity and results orientation are the keys to success.

If you are interested in being considered for future opportunities with Fidelity, please apply.

District Sales Associate (Calgary, Montreal, Toronto, Vancouver)

Business Overview

The Fidelity Advisor business provides Fidelity mutual funds to unit-holders through a network of Brokers and Financial Advisors. As a Mutual Fund manufacturer, Fidelity strives to provide a complete line of funds which meet the needs of all clients seeking investment vehicles for both short and long term investments. It is the primary goal of Fidelity to support Investment Professionals as they endeavour to prepare their clients for retirement and other significant life goals which demand focused financial management.



Position Description

As a key member of the sales team, the District Sales Associate partners with the District Vice President and Sales Coordinator to develop business relationships with Investment Professionals and ensure the Territory Sales Plan is executed effectively through contact, sales, product, and service goals.

Primary Responsibilities

· Drive sales results and market share by executing and delivering on the Territory Sales Plan

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

· Consult with Investment Professionals to help build their business through product knowledge, prospecting, lead generation, industry and competitive data

· Work directly with the District Vice President to:

* strategize ways to increase client penetration and overall sales

* increase the number of Investment Professionals doing business with Fidelity Investments

* determine priorities and tasks that need to be completed to ensure the success of territory maintenance

Qualifications

Education, Experience and Licenses

* Post-secondary education (focus on business is an asset)

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

* 3+ years of financial services or direct sales experience preferred

* 2+ years of direct District Sales Associate experience preferred

* Chartered Financial Analyst (CFA) and or Certified Financial Planner (CFP) is an asset

Skills and Knowledge


* Solid understanding of Canadian financial markets

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

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

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

* Ability to prioritize, organize and execute sales plans

* Strong customer relationship management skills

* Ability to work in a team environment

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 $46 billion in mutual fund and corporate pension plan assets ($CAD, as at June 30, 2009) 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) administers defined contribution plans and 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. $1.3 trillion (as at June 30, 2009).

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

Education Level

: Bachelor's Degree (±16 years)

Job

: Institutional

Job Level:

: Individual Contributor

Job Type

: Standard

Overtime Status:

: Exempt

Primary Location

: ON-Toronto

Schedule:

: Full-time

Shift:

: Day Job

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/TORONTO-District-Sales-Associate-(Calgary,-Montreal,-Toronto,-Vancouver)-Job-ON/756827/7568277568272010-04-12FidelityInstitutional Job Level : Individual Contributorfull-timeUSDstarting0BSToronto, ON, CA
Description

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

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



Position Description

The Private Client Specialist (PCS) works with customers who are assigned to a designated Private Access Account Executive. These clients have at least $1 million in assets with Fidelity. The role of the Private Client Specialist (PCS) is to provide customer service and operational support to the Private Access Account Executive. You will act as a sales assistant to the Account Executive. You will help to manage all inbound calls generated by a book of clients as well as operational and transactional processing, while acting as a conduit between the Account Executive and the client to resolve service/trading/sales issues.

Primary Responsibilities

Call Management, Service and Operations - 50%

*

Handle inbound customer inquiries of all types (trading, service, sales)

*

Ownership of clients needs regarding service, trading and problem resolution and processing issues

*

Serve as quality control point to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements

Administration - Book / Client Management - 25%

* Assist Account Executive in implementing a structured client contact strategy and promote annual guidance reviews

* Schedule: appointments and prepare pre and post appointment literature

*

Facilitate increased contact between the Account Executive and those clients that have routinely used the central phone Relationship Managers in the past

Trading - 15%

* Place all trades / transactions as instructed by clients in a timely fashion and offer client confirmation for trades placed

Business Development - 10%

* Basic sales interactions / conversations to help advance the sales cycle

* Maintain the Guidance Interaction Reports, Retirement Income Plans, Portfolio Investment Reviews and Estate Plans as gathered and provided by the Account Executive

*

Prepare reports and information for client meetings including prospect and referral letters in accordance with compliance requirements

*

Assist in basic prospecting and/or sales communication with clients in the Account Executive's book at the discretion of the Account Executive while consulting with the local Relationship Manager

Qualifications

Education and Experience


*

1-3 years in financial services with an emphasis on customer service

Skills and Knowledge


*

Series 7 & 63 Securities Licenses required prior to hire

*

Series 65 and/or Series 66 and state registrations must be obtained within 3 months of hire

*

Must have strong interpersonal skills and the ability to deliver highly personalized service to a group of High Net Worth clients

*

Exceptional client service phone skills

*

Must have extensive knowledge of Fidelity's policies and procedures and ability to work in a fast paced deadline oriented environment

*

PC/Windows skills

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

: Customer Service/Operations

Primary Location

: MA-Burlington - Investor Center

Schedule

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/MA-BURLINGTON-Private-Client-Specialist-Burlington,-MA-Job/758817/7588177588172010-04-12FidelityCustomer Service/Operationsfull-timeUSDstarting0BSMA-Burlington, US
Description

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

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



Position Description

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

Primary Responsibilities

*

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

*

Cross sell Fidelity products and services

*

Oversee resolution of some service issues as needed

*

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

*

Support branch CEI initiatives

*

Address routine and non routine inquiries from customers and prospects

*

Proactive inbound/outbound sales

*

Seek referral opportunities and follow up on leads

*

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

*

Participate in execution of local marketing development plan

Qualifications

Education and Experience


*

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

Skills and Knowledge


*

Series 7 & 63 required prior to hire

*

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

*

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

*

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

*

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

*

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

Company Overview

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

Job

: Financial Sales

Primary Location

: MD-Bethesda - Investor Center

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/Investor-Center-Investments-Representative-Bethesda,-MD-Job/758818/7588187588182010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSMD-Bethesda, US
Description

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

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



Position Description

This position is an entry level opportunity that is ideal for a professional with sales and personal financial planning as their career goal. The optimum candidate will have some sales and customer service/banking experience with a bachelor's degree in Business, Economics or Finance.

Primary Responsibilites

*

Act as first point of contact in branch and provide exceptional service

*

Drive customer experience to high levels of satisfaction by adhering to the customer first principles

*

Introduce prospects to the full array of Fidelity products and services

*

Provide Fidelity customers with account information

*

Listen for opportunities to engage the customers in additional business and guide or advise the client or prospect on how Fidelity can be of service

*

Use on-line resources to capture and provide appropriate customer data

*

Facilitate timely, accurate and efficient mutual fund and equity transactions

*

Work with all branch employees as a member of the team

*

Transaction Processing: Set up, input and enter data to the brokerage and shareholder systems which includes all account maintenance

*

Outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, shredding confidential paper and filing paperwork

*

Facilitate point of contact resolution of priority requests and customer problems

*

Serve as quality control point to ascertain that all paperwork, policy and procedures for customer requests have been adhered to in accordance with all compliance requirements

*

Customer literature inventory management, office supplies Inventory Management

*

Seminar Preparation

*

Work closely with manager and licensed representatives to keep them updated on progress and resolution of client issues/requests

Qualifications

Education and Experience


*

College degree preferred

*

Prior customer service, sales, or phone experience required

*

Experience or strong interest in sales required

Skills and Knowledge


*

Series 7 preferred (required within 6 months of hire)

*

Series 66 (or equivalent 63/65) preferred, required within 90 days of passing the series 7 exam

*

Insurance License desired

*

Banking, insurance, or financial experience preferred

*

Superb interpersonal, customer interaction, and communication skills are needed

*

PC/Windows experience required

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

: Customer Service/Operations

Primary Location

: MD-Bethesda - Investor Center

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/Investor-Center-Financial-Representative-Bethesda,-MD-Job/758819/7588197588192010-04-12FidelityCustomer Service/Operationsfull-timeUSDstarting0BSMD-Bethesda, US
Description

Senior Manager, Strategic Sourcing

Business Overview:

Fidelity Procurement is a central function providing spend analysis, sourcing, contracting, and procure-to-pay processes across a broad range of suppliers supporting many Fidelity Business Units. Fidelity Procurement uses expertise and analytics to help Fidelity Investments take advantage of higher value supply chain opportunities while minimizing its risk exposure.

Role Overview:

The Senior Manager, Strategic Sourcing is responsible for end-to-end commodity procurement activities and value delivery including analysis, strategy development, business planning, sourcing, implementation, procurement operations, and management. The Senior Manager, Strategic Sourcing will be responsible for interacting and interfacing with Contract Management and Operations (accounts payable and buyers) groups to provide best-in-class procurement management for Fidelity Canada. This position reports to the Vice President, Marketing and Communications Sourcing, based in the US.

Primary Responsibilities:

* Marketing Category Management - Conduct marketplace analysis and strategic sourcing best practices

* Relationship Management - Work directly with senior business unit stakeholders (EVP, SVP, VP) to assess Fidelity Canada's needs and provide guidance on strategy, opportunity assessments, and sourcing execution

* Customer Satisfaction - Work with Contract Management and Procurement Operations to ensure that Procurement is providing a high-level of support for end-to-end procurement activities in Fidelity Canada

* Supplier and Contract Management - Act as a point of escalation to resolve customer procurement issues

Qualifications

Education, Experience, and Licenses:

* BS/BA degree, MBA preferred

* 7-10 years of procurement experience

* 7-10 years of strategic sourcing, supplier negotiation, contract management, and vendor management experience

Skills and Knowledge
:

* Ability to interact with all levels of senior and executive management

* Excellent written, oral communication and project management skills

* Excellent client/customer focus and collaboration/teamwork skills

* Excellent presentation skills

* Demonstrated ability to lead

* Outstanding project management skills

* Strong problem solving skills

* Strong financial analysis skills

* Excellent client/customer focus

* Strong collaboration/teamwork skills

* Ability to develop and implement strategic objectives

* Ability to influence senior business unit clients and management throughout Fidelity

* Proficient in Microsoft Word, Excel, and Access

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

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

NO AGENCIES PLEASE

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 $46 billion in mutual fund and corporate pension plan assets ($CAD, as at June 30, 2009) 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) administers defined contribution plans and 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. $1.3 trillion (as at June 30, 2009).

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

: Other Corporate Services

Job Level:

: Manager

Job Type

: Standard

Overtime Status:

: Exempt

Primary Location

: ON-Toronto

Schedule:

: Full-time

Shift:

: Day Job

Travel:

: No]]>http://www.fidelity-jobs.com/job/Sr-Manager,-Strategic-Sourcing-Job/758820/7588207588202010-04-12FidelityOther Corporate Services Job Level : Manager Jofull-timeUSDstarting0BSToronto, ON, CA
Description

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

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



Position Description

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

Primary Responsibilities

*

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

*

Cross sell Fidelity products and services

*

Oversee resolution of some service issues as needed

*

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

*

Support branch CEI initiatives

*

Address routine and non routine inquiries from customers and prospects

*

Proactive inbound/outbound sales

*

Seek referral opportunities and follow up on leads

*

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

*

Participate in execution of local marketing development plan

Qualifications

Education and Experience


*

College degree preferred

*

Prior customer service, sales, or phone experience required

*

Experience or strong interest in sales required

Skills and Knowledge


*

Series 7 preferred (required within 6 months of hire)

*

Series 66 (or equivalent 63/65) preferred, required within 90 days of passing the series 7 exam

*

Insurance License desired

*

Banking, insurance, or financial experience preferred

*

Superb interpersonal, customer interaction, and communication skills are needed

*

PC/Windows experience required

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

: Financial Sales

Primary Location

: CA-Brea - Investor Center

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/Investor-Center-Financial-Representative-Brea,-CA-Job/758821/7588217588212010-04-12FidelityFinancial Salesfull-timeUSDstarting0BSCA-Brea, US
Description

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

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



Position Description

This position is an entry level opportunity that is ideal for a professional with sales and personal financial planning as their career goal. The optimum candidate will have some sales and customer service/banking experience with a bachelor's degree in Business, Economics or Finance.

Primary Responsibilites

*

Act as first point of contact in branch and provide exceptional service

*

Drive customer experience to high levels of satisfaction by adhering to the customer first principles

*

Introduce prospects to the full array of Fidelity products and services

*

Provide Fidelity customers with account information

*

Listen for opportunities to engage the customers in additional business and guide or advise the client or prospect on how Fidelity can be of service

*

Use on-line resources to capture and provide appropriate customer data

*

Facilitate timely, accurate and efficient mutual fund and equity transactions

*

Work with all branch employees as a member of the team

*

Transaction Processing: Set up, input and enter data to the brokerage and shareholder systems which includes all account maintenance

*

Outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, shredding confidential paper and filing paperwork

*

Facilitate point of contact resolution of priority requests and customer problems

*

Serve as quality control point to ascertain that all paperwork, policy and procedures for customer requests have been adhered to in accordance with all compliance requirements

*

Customer literature inventory management, office supplies Inventory Management

*

Seminar Preparation

*

Work closely with manager and licensed representatives to keep them updated on progress and resolution of client issues/requests

Qualifications

Education and Experience


*

College degree preferred

*

Prior customer service, sales, or phone experience required

*

Experience or strong interest in sales required

Skills and Knowledge


*

Series 7 preferred (required within 6 months of hire)

*

Series 66 (or equivalent 63/65) preferred, required within 90 days of passing the series 7 exam

*

Insurance License desired

*

Banking, insurance, or financial experience preferred

*

Superb interpersonal, customer interaction, and communication skills are needed

*

PC/Windows experience required

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

: Customer Service/Operations

Primary Location

: 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:

: Non-exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/Investor-Center-Financial-Representative-Houston-Memorial,-TX-Job/758822/7588227588222010-04-12FidelityCustomer Service/Operationsfull-timeUSDstarting0BSTX-Houston, US
Description

The Regional Planning Consultant (RPC) is the vital link between Fidelity Personal Investments product group and Fidelity's distribution organization and its customers. The role is to increase the usage and delivery of Fidelity's guidance offering including the Portfolio Review and Retirement Income Planner tools while insuring appropriate client development strategies are implemented. Specifically the role of the RPC is to increase the sale of new mutual fund, trust, and investment management business (PAS and FAA), and insurance within an assigned territory. The Consultant provides a high level of knowledgeable assistance to customers and Investor Center financial representatives on topics relating to retirement income planning, investment strategy, and product selection. This role involves personal contact with customers on topics that take a high degree of specialized knowledge. In addition, the role involves wholesaling activities with branch financial representatives on planning and product topics to insure that they possess the knowledge necessary to assist customers in making informed financial decisions.

Qualifications

• Bachelors Degree with a minimum of 8 years industry experience required (CFP, JD, MBA, CLU preferred)

• NASD Series 7, 63, and 65 or 66 Securities Licenses are required, and state insurance licenses.

• Financial sales background is required with product wholesaling and territory management experience preferred

• Demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning are required

• Public speaking experience in the format of client seminars on topics relating to estate and retirement planning is required

• Continuing education is required through completion / participation in advanced degrees, certificate programs, institutes or seminars

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

: Financial Sales

Primary Location

: Michigan

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]]>http://www.fidelity-jobs.com/job/Regional-Planning-Consultant-Midwest-Market-Job-US/758823/7588237588232010-04-12FidelityFinancial Salesfull-timeUSDstarting0BS, , US
Description

Institutional Analyst

Business Overview:

Fidelity Retirement Services (FRS), a division of Fidelity Investments Canada ULC, provides a comprehensive range of flexible, high-quality solutions for Canadian institutional plan sponsors and their plan members. Through its team of sales, relationship management and consultant relations professionals, FRS offers a comprehensive range of investment disciplines for corporate plans, defined benefit plans, defined contribution investment only plans, endowments and foundations that cover all major and specialized asset classes. Institutional asset management is provided by Pyramis Global Advisors, a Fidelity Investments company. Visit us at www.pyramis.ca for more information.

The Proposals and Institutional Reporting Services (PaIRS) Team supports the FRS business throughout the sales process and continues that support once the client is brought on board. The team's responsibilities include, but are not limited to, the completion of all requests for proposal, requests for information, institutional client reporting and the ongoing maintenance of the consultant databases.



Position Description:

The core goal for this position is to provide our clients with the highest level of service possible leading to outstanding asset retention, and new investment mandates. This position will work closely with Fidelity's Institutional Sales, Consultant Relations, and Client Management teams, as well as with the Investment Analysts.

The Institutional Analyst acts as a central hub for all formal requests for information and for proposal. He/she will also provide support for all institutional client reports. General responsibilities include all formal requests for proposals, request for information, institutional client reporting, maintenance of consultant databases, industry and client surveys, and firm questionnaires, whilst developing and maintaining strong relations with global peers, and our internal business partners.

Primary Responsibilities:

Consultant Support

*

Respond to all consultant inquiries in a timely manner with the utmost attention to accuracy and detail

*

Respond to "Request for Information (RFI)" from consultants and ensure that RFI's are responded to within the service level standards as set out by the team

*

Respond to "Request for Proposals (RFP)" from consultants and ensure that RFP's are responded to within the service level standards as set out by the team

*

Prepare and complete all consultant surveys

*

Populate and maintain Fidelity data (specific to Canada) into the consultant databases

Client Management Support

*

Prepare and distribute monthly and quarterly DB, DCIO reporting as directed by the client management team

Relationship Management

*

Build and maintain strong relationships with internal business partners including Product Management, Institutional Sales, Consultant Relations and Client Management, along with counterparts within other Fidelity distribution channels

Product/Competitive/Market Knowledge

*

Maintain a sound level of knowledge on all institutional and retail products; is a secondary centralized resource for information regarding investment process and changes to the products (the Product team is the primary source of all product related information)

*

Identify issues/inconsistencies within performance, positioning, and product processes

Qualifications

Education, Experience and Licenses:

* 4 year BA/BS Degree with a strong financial background

* Experience with eVestment, Mercer MPA, Bloomberg, Ibbotson or FactSet is an asset

* 1 - 3 years of experience in the asset management industry

* Enrolment or completion of CFA is a strong asset

* Proficiency in Excel

Skills and Knowledge
:

* High attention detail including presentation of data and format of written documentation

* Motivated self-starter

* Excellent time management skills

* Solid analytical skills

* Excellent written and verbal communication skills

* Ability to work under pressure and time constraints

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

If you are interested in this opportunity with Fidelity, please answer the prescreening questions and submit your cover letter and 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 $46 billion in mutual fund and corporate pension plan assets ($CAD, as at June 30, 2009) 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) administers defined contribution plans and 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. $1.3 trillion (as at June 30, 2009).

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 Analysis

Job Level:

: Individual Contributor

Job Type

: Standard

Overtime Status:

: Exempt

Primary Location

: ON-Toronto

Schedule:

: Full-time

Shift:

: Day Job

Travel:

: No]]>http://www.fidelity-jobs.com/job/TORONTO-Institutional-Analyst-Job-ON/758824/7588247588242010-04-12FidelityMarketing Analysis Job Level : Individual Contrifull-timeUSDstarting0BSToronto, ON, CA
Description

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

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



Position Description

The Private Client Specialist (PCS) works with customers who are assigned to a designated Private Access Account Executive. These clients have at least $1 million in assets with Fidelity. The role of the Private Client Specialist (PCS) is to provide customer service and operational support to the Private Access Account Executive. You will act as a sales assistant to the Account Executive. You will help to manage all inbound calls generated by a book of clients as well as operational and transactional processing, while acting as a conduit between the Account Executive and the client to resolve service/trading/sales issues.

Primary Responsibilities

Call Management, Service and Operations - 50%

*

Handle inbound customer inquiries of all types (trading, service, sales)

*

Ownership of clients needs regarding service, trading and problem resolution and processing issues

*

Serve as quality control point to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements

Administration - Book / Client Management - 25%

* Assist Account Executive in implementing a structured client contact strategy and promote annual guidance reviews

* Schedule: appointments and prepare pre and post appointment literature

*

Facilitate increased contact between the Account Executive and those clients that have routinely used the central phone Relationship Managers in the past

Trading - 15%

* Place all trades / transactions as instructed by clients in a timely fashion and offer client confirmation for trades placed

Business Development - 10%

* Basic sales interactions / conversations to help advance the sales cycle

* Maintain the Guidance Interaction Reports, Retirement Income Plans, Portfolio Investment Reviews and Estate Plans as gathered and provided by the Account Executive

*

Prepare reports and information for client meetings including prospect and referral letters in accordance with compliance requirements

*

Assist in basic prospecting and/or sales communication with clients in the Account Executive's book at the discretion of the Account Executive while consulting with the local Relationship Manager

Qualifications

Education and Experience


*

1-3 years in financial services with an emphasis on customer service

Skills and Knowledge


*

Series 7 & 63 Securities Licenses required prior to hire

*

Series 65 and/or Series 66 and state registrations must be obtained within 3 months of hire

*

Must have strong interpersonal skills and the ability to deliver highly personalized service to a group of High Net Worth clients

*

Exceptional client service phone skills

*

Must have extensive knowledge of Fidelity's policies and procedures and ability to work in a fast paced deadline oriented environment

*

PC/Windows skills

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

: Customer Service/Operations

Primary Location

: MA-Braintree - Investor Center

Schedule

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Non-exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/MA-BRAINTREE-Private-Client-Specialist-Braintree,-MA-Job/758815/7588157588152010-04-12FidelityCustomer Service/Operationsfull-timeUSDstarting0BSMA-Braintree, US
Description



Position Description

Fidelity is seeking a Vice President for our Personal and Workforce Investing (PWI)'s Data Conversion organization. This group is responsible for accurately and efficiently converting participant data from client or prior record keeper systems into Fidelity's record keeping systems.

The Vice President role will manage the organizations responsible for converting Defined Benefit, Defined Contribution and Stock Plan Services data to support our product offerings. In addition, the role will include management of the integrated functions supporting all lines of business in PWI. In addition to day-to-day management of the implementation and corporate action conversion processes, the role will include initiation and leadership of multi-product initiatives to improve our integrated service offerings, improve efficiencies and define and monitor integrated and product-specific KPIs.

Primary Responsibilities

* Tactical management and leadership of the 68 person data conversion organization in support of the overall PWI strategy

* Design, implementation and management the initiatives to improve the efficiency and quality of the groups

* Design and monitoring of scorecard and appropriate KPIs

* Partnering with business and development resources to support resposibilities above

* Strategic management in support of PWI's strategic objectives

* Development of key departmental functions and integrated architecture strategy

* Management and strategic direction-setting for a geographically diverse workforce

Qualifications

Education and Experience


*

BS/BA Degree and 16 years professional experience or Master's degree and 10 years professional work experience

*

Deep knowledge and experience with at least one PWI product line. Multi-product knowledge and experience is desired.

Skills and Knowledge


*

Outstanding analytical skills - must have strong experience and skills with data analysis and data management strategies

*

Strong project management skills to lead cross functional teams to implement small and broad scale initiatives

*

Proven experience leading large scale implementations or corporate actions

*

Good presentation skills to communicate the strategy and build consensus through both verbal and written forums

*

Flexibility to manage multiple projects and change in a fast paced environment

*

Ability to manage within a matrix organization structure where collaboration is required

*

Strong people management skills

*

Strong cross-functional collaboration skills

*

Experience leading a geographically diverse workforce

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

: Technical Management

Primary Location

: MA-Marlborough

Schedule:

: Full-time

Job Level:

: Executive

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/MARLBOROUGH-Vice-President,-Technology-(DB-DC)-Job-MA-01752/728702/7287027287022010-04-12FidelityTechnical Managementfull-timeUSDstarting0BSMarlborough, MA, US
Description

The Performance Management Group's (PMG) vision is for a fifteen-person consulting & reporting team within Fidelity Supply Management (FSM). The group's mission is to work closely with senior FSM and BU leadership teams (Business Unit EVP, SVP and VP's) to solve their most critical and challenging procurement issues. The primary areas of focus are category strategy development, procurement cost reductions / procurement optimization. Typical engagements involve identifying and co-launching (with the Category VP's) category strategies, or managing or facilitating cross-enterprise procurement initiatives. The Sr. Director is responsible for overseeing the delivery of multiple projects simultaneously and is an integral member of the PMG management team.

Fidelity Supply Management is a strategic sourcing partner with Fidelity's business units to create and execute procurement and sourcing strategies. The group also negotiates contractual agreements for the acquisition of goods and services ranging from computer hardware and software to real estate construction, telecommunications, market data feeds, HR Benefits, and professional services.

Primary Responsibilities

Client Delivery

* Partnering with Category Leads/FSM Sr. Leadership to develop a well balanced book of business across all of the spend categories or BU's.

* Developing and maintaining relationships with key clients

* Overseeing the delivery of high-impact consulting projects

* Interacting with Fidelity leaders (EVPs and SVPs) and helping to build consensus with key stakeholders

* Creating and delivering presentations to senior executives

Practice Management

* Setting the strategic direction of PMG as a member of the management team

* Creating a positive work environment that reflects Fidelity's values of integrity, excellence, and teamwork

* Leading (and participating in) initiatives to strengthen FSM and propel the organization toward its goals

* Providing coaching, mentoring, and career guidance on a formal and informal basis

* Managing the professional development of direct reports - typically 1-3 staff (Consultants, Analysts)

Professional Development

* Developing knowledge and skills necessary to assume additional responsibilities within PMG or other parts of Fidelity

Qualifications

Education and Experience


* An MBA degree or equivalent is required.

* 3-5 years of post-MBA experience - preferably including some experience at a large, established consulting firm.

* Demonstrated track record of success in financial services and a proven ability to balance superior strategic thinking with practical implementation skills they will value results over process.

* Flexibility and the skill to both lead and contribute to teams are musts.

Skills and Knowledge


* Ability to understand complex procurement problems and develop practical approaches for solving them

* Project and team management, specifically including procurement strategy development; quantitative analysis such as make vs. buy, forecasting, total cost of ownership; supply and category market research; benchmarking

* Researches and calculates cost benchmarks, total cost components, and savings projections.

* Includes input from the finance support and develops and populates analytical models to review qualitative and quantitative evaluations and costing scenarios

* Ability to turn ideas into business results through effective communication, motivation and implementation techniques

* Relationship management skills including the ability to develop and maintain relationships with senior executives

* Knowledge of financial services - especially in those areas where Fidelity currently competes

* Ability to influence senior management, through both personal interactions as well as the creation and delivery of presentations

* People development and coaching

* Comfort with ambiguity

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

: Operations

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]]>http://www.fidelity-jobs.com/job/BOSTON-Sr.-Director,-Sourcing-Consultant-Fidelity-Supply-Management-Job-MA-02108/728705/7287057287052010-04-12FidelityOperationsfull-timeUSDstarting0BSBoston, MA, US
Description



Position Description

The position is responsible for establishing an appropriate infrastructure, and for revising, developing, and maintaining Written Supervisory Procedures (WSPs) and Compliance Policies for the business activities conducted by Fidelity Capital Markets.

Position Responsibilities

* Design template/format for all WSPs.

* Develop recommendation for WSP repository, along with search, navigation, and archival capabilities. Collaborate with other departments as necessary to ensure delivery of new repository.

* Develop an efficient process to support updates to WSPs, and contribute to the delineation of responsibilities between Compliance Advisors and this position.

* Complete re-write of all existing FCM written supervisory procedures

* Ongoing ownership/maintenance for a subset of the FCM WSPs as defined (tbd)

Qualifications

Education and Experience


* Minimum of 7 years Compliance and/or regulatory experience

* College degree required

Skills and Knowledge


* Top flight written communication skills

* Strong working knowledge of relevant technology related to the repository for WSPs

* Solid general working knowledge of securities regulations. Specific knowledge of Capital Markets businesses and related regulations a plus.

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of nearly $3.2 trillion, including managed assets of nearly $1.5 trillion as of November 30, 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, a leading online brokerage firm and one of the largest providers of custody and clearing services to financial professionals. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Legal/Compliance/Audit

Primary Location

: MA-Boston

Schedule:

: Full-time

Job Level:

: Director

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/BOSTON-Director,-Written-Supervisory-Procedures-Compliance-Job-MA-02108/726797/7267977267972010-04-12FidelityLegal/Compliance/Auditfull-timeUSDstarting0BSBoston, MA, US
Description



Position Description

Regulatory lawyer with 8+ experience working on a variety of advisory issues for internal clients (including Compliance, Audit, Security and Risk), responding to regulatory inquiries, and managing internal investigations.

Position Responsibilities

* Provide advice to internal clients such as Compliance, Audit, Security, Ethics and Risk on matters pertaining to laws and regulations regarding Fidelity's varied businesses, with a focus on regulated entities.

* Respond to inquiries from the government, regulators and law enforcement, including coordination with internal clients and management, factual investigation and information gathering, legal research, and drafting responses. Advise and help manage regulatory examinations.

* Manage and advise on internal investigations.Advise and educate internal clients regarding legal and regulatory developments via training, presentations.

Participate on internal and industry group committees and task forces involving regulatory, compliance and governance issues.

* Analyze and advise on program and policies and procedures to internal clients to comply with laws and regulations and minimize risk; work with internal clients to finalize policies and procedures and facilitate ongoing compliance.

* Analyze securities and compliance-related matters involving such substantive areas as anti-money laundering laws, insider trading, FCPA, supervisory requirements, rules regarding Codes of Ethics, audit rules, corporate governance and attorney client privilege and work product requirements.

* Enhance expertise in laws and regulations regarding Fidelity's regulated entities.

Qualifications

Education and Experience


* J.D. required. Membership in the Massachusetts Bar desirable.

* Minimum of eight years of experience in securities and regulatory law.

Skills and Knowledge


* Outstanding advocacy, presentation, oral communication and interpersonal skills, as well as the ability to influence diverse groups of senior professionals.

* Exceptional analytical and investigatory skills - need to be able to excel at quickly analyzing complex factual situations or financial transactions to understand key risk issues.

Superior writing and research skills, adaptive to and effective for different audiences.

* Strong interpersonal skills, highly organized, self motivated and self-directed.

Ability to work independently and under pressure in a fast paced and dynamic environment handling multiple competing tasks simultaneously to closure with minimal supervision.

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of over $3.2 trillion, including managed assets of $1.5 trillion as of December 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, a leading online brokerage firm and one of the largest providers of custody and clearing services to financial professionals. For more information about Fidelity Investments, visit www.fidelity.com.

Job

: Legal/Compliance/Audit

Primary Location

: MA-Boston

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Doctorate Degree (over 19 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/BOSTON-Senior-Legal-Counsel-Regulatory-Job-MA-02108/726799/7267997267992010-04-12FidelityLegal/Compliance/Auditfull-timeUSDstarting0BSBoston, MA, US
Description



Position Description

The Director will be primarily responsible for developing and executing the internal FPCMS communications plan and supporting the executive communications needs of the President and members of her senior leadership team, including executive outreach, communications strategy and development and delivery of key messages. Reporting to the VP of communications, he/she will also be part of a broader communications team, supporting a variety of business units and functions. As such, the Director will participate in cross-functional projects and may be called upon to support the executive communications needs of business leaders in other business units or divisions on a project, interim, or ongoing basis.

The Director will need to be capable of working with all levels of the organization and across Fidelity to champion and apply communication best practices in support of strategic organizational initiatives that need explanation and positioning to a variety of internal audiences, including clients, business partners, senior management, and employees.

Primary Responsibilities

* Manage a wide variety of writing, editing, planning, project management and consultation engagements for activities including, but not limited to, senior executive presentations, employee engagement initiatives and employee communications vehicles (examples include speeches/presentations, leadership messages, organizational announcements, intranet content, webcasts, Fidelity internal newspaper stories, and other materials.)

* Manage the preparation, planning and delivery of major in-person and electronic communications events, including employee all-hands meetings, leadership meetings, videoconferences and conference calls.

* Develop and manage content for the FPCMS Intranet site and other Intranet sites, as needed.

* Consult with senior business leaders on internal presentation content, advise business partners on written and electronic communications for clarity and simplicity for end-users, and be qualified to develop, approve, and test company-wide employee communications.

Qualifications

Education and Experience


* Bachelor's degree and 8 to 10 years of professional experience, including a minimum of 3 years executive communications experience, supporting senior business leaders at the division or business unit head level

* Financial services industry experience preferred

* Experience in both the strategic planning and tactical implementation of key communications initiatives

* Prior experience developing communications to support transformation and major change initiatives is highly desirable.

Skills/Knowledge

* Outstanding communications, interpersonal and organizational skills, with the ability to manage multiple projects and related resources

* Excellent writing, editing and research skills

* Expertise in Microsoft Office applications including PowerPoint

* Ability to work well with senior management and across all levels of an organization

* Organizational skills related to managing multiple tasks and meeting deadlines

* Self-starting quick study (with a solid familiarity with basic business and financial services concepts, issues, products and trends) who can help generate and "sell" creative ideas and new approaches

* Strong team player and relationship manager

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of nearly $3.2 trillion, including managed assets of nearly $1.5 trillion as of November 30, 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, a leading online brokerage firm and one of the largest providers of custody and clearing services to financial professionals.

Job

: Marketing/ Advertising/ Media/ Communication

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]]>http://www.fidelity-jobs.com/job/BOSTON-Director,-Communications-Job-MA-02108/724007/7240077240072010-04-12FidelityMarketing/ Advertising/ Media/ Communicationfull-timeUSDstarting0BSBoston, MA, US
Description

Position Overview

From a day-to-day perspective, the Fidelity Personal & Workplace Investing (PWI) Account Supervisor will work with Fidelity Communications + Advertising's PWI clients to deliver cost-effective, strategic, creative communications solutions that meet measurable client performance objectives.

Primary Responsibilities

Client Service

* Serve as one of the primary day-to-day contacts for developing and executing multi-functional marketing programs

* Ensure client needs and deliverables are met for all programs

* Build/win client respect and trust

* Leverage thorough understanding of client products, services and practices as well as client markets including competitive research

* Manage prioritization requirements and help resolve any FCA resourcing issues that might arise

Strategic Planning

* Participate in and contribute to overall client marketing planning process

* Help develop conceptual, business-driven advertising/marketing strategies with clients

* Work with client and agency personnel to determine program parameters/overall requirements are met

Program Management

* Motivate and lead virtual project teams across multiple FCA departments

* Ensure FCA policies, procedures, and best practices are followed

* Independently manage multiple projects concurrently

* Learn and utilize FCA's electronic workflow/budgeting tools -- Aprimo and Oracle -- per FCA standards

* Ensure that all work produced by the agency meets the highest quality standards

Communication

* Contribute to building a team environment both with PWI clients as well as within FCA

* Provide feedback to others on client/project related issues

* Give clear direction

* Exhibit strong communication skills, both written and verbal

* Make effective and compelling presentations to a variety of internal and external groups

Qualifications

Education and Experience


* Bachelor's degree in Advertising, Marketing, Communications or equivalent training is required

* Minimum of 3-5 years of agency account management experience at an account executive level.

*

Ideal candidate will also have some Financial Services experience.

Skills and Knowledge


* A core understanding of advertising and direct marketing including creative development and execution of: Print and collateral; Direct Mail/Email and fulfillment; Online marketing and web/landing page and interactive tool development; Trade show and event support; Production; Media

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

: Advertising/Creative Services

Primary Location

: MA-Boston

Schedule:

: Full-time

Job Level:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: Yes, 25% of the time]]>http://www.fidelity-jobs.com/job/BOSTON-Account-Supervisor-Fidelity-Communications-and-Advertising-Future-Opportunity-Job-MA-02108/717767/7177677177672010-04-12FidelityAdvertising/Creative Servicesfull-timeUSDstarting0BSBoston, MA, US
Description

Working closely with each line of business and investment function, the Business Analyst Consultant will become an expert in the major functions of the Asset Allocation Division (AAD). This person will look across the strategic goals and objectives of the division looking for opportunities to reduce bottlenecks, drive efficiencies and scale the organization - making recommendations in process, technology and operations. The primary focus is the business motivations, business operations and business analysis frameworks and related networks that link these aspects of the enterprise together.

Primary Responsibilities

* Develop a business context diagram/process flows based on a situational awareness of various AAD business scenarios and motivations across Investment Management functions and Investment Services.

* Capture the tactical and strategic enterprise processes and goals that provide traceability through the organization and are mapped to metrics that provide ongoing governance.

* Describe the primary business functions of the enterprise and distinguish between customer-facing, supplier-related, business execution and business management functions.

* Define the set of strategic, core and support processes that transcend functional and organizational boundaries; identify and describe external entities such as customers, suppliers, and external systems that interact with the business; and describe which people, resources and controls are involved in the processes.

* Understand the process and data shared across the enterprise and the relationships between .

* Capture the relationships among roles, capabilities and business units, the decomposition of those business units into subunits, and the internal or external management of those units.

* Develop and maintain detailed business function roadmaps, key metrics trending and make recommendations for investment based on significant Shift:s in the data.

Qualifications

Education and Experience


* BS/BA degree

* Five plus years of experience in one or more of the following areas:

* Financial services

* Business or systems analysis

* Projects using software development methodology

* Experience using model-based representations that can be adjusted as required to collect, aggregate or disaggregate complex and conflicting information about the business

* Extensive experience planning and deploying both business and IT initiatives

* Experience modeling business processes using a variety of tools and techniques

Skills and Knowledge


* Strong business analysis skills in the areas of investment management, especially, portfolio construction, quantitative and fundamental research, asset allocation and investment operations.

* A broad, Asset Allocation Division (AAD) wide view of the business and varying degrees of appreciation for strategy, processes and capabilities, enabling technologies, and governance

* The ability to recognize structural issues within the organization, functional interdependencies and cross-silo redundancies

* The ability to assimilate and correlate disconnected documentation and workflows, and articulate their collective relevance to the organization and to high-priority business issues

* The ability to visualize and create high-level models that can be used in future analysis to extend and mature the business vision

* Exceptional communication skills and the ability to communicate appropriately at all levels of the organization; this includes written and verbal communications as well as visualizations

* The ability to act as liaison conveying information needs of the business to IT and data constraints to the business; applies equal conveyance regarding business strategy and IT strategy, business processes and work flow automation, business initiatives and IT initiatives, and benefit realization and service delivery

* Team player able to work effectively at all levels of an organization with the ability to influence others to move toward consensus

* Strong situational analysis and decision making abilities

Company Overview

Fidelity Investments is one of the world's largest providers of financial services, with assets under administration of $3.1 trillion, including managed assets of nearly $1.5 trillion as of September 30, 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, 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:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/BOSTON-Business-Analyst-Consultant-SAI-Job-MA-02108/718551/7185517185512010-04-12FidelityBusiness Analystfull-timeUSDstarting0BSBoston, MA, US
Description

The Department

Formed in 2005, the Fidelity Global Asset Allocation Group (GAA) is responsible for managing asset allocation mutual fund portfolios for both retail clients and institutional retirement clients. The GAA group is responsible for managing a product lineup that includes Fidelity's Asset Manager, Freedom Fund, Income Replacement Fund, Strategic Income and Strategic Real Return Portfolios. The group currently manages approximately $150 billion of client capital.

The Position

The Institutional Portfolio Manager (IPM) is responsible for aligning the investment objectives and requirements of the institutional investment marketplace with the ongoing management, innovation, development and delivery of asset allocation investment solutions provided by Fidelity's Global Asset Allocation Team. The IPM will serve as an integrated member of the investment management organization, with a focus on partnership with key Fidelity distribution businesses. The IPM will be a principal conduit to provide perspective and understanding regarding a spectrum of asset allocation solutions to a broad range of constituencies, including current and prospective clients, consultants, third-party gatekeepers, and other marketplace participants. Additionally, the IPM will focus on delivering strategic marketplace insight into the investment management organization, including ongoing competitor perspectives and industry trends, as well as providing overall investment leadership to Fidelity distribution and product management organizations.

Overall, the IPM will serve an influential role in reinforcing the identity of Fidelity's Global Asset Allocation Team in the institutional marketplace and contributing to investment priorities and practices within the Team. The IPM will be located in Boston, Massachusetts and will report to the Director of GAA Institutional Portfolio Management.

Responsibilities

The Institutional Portfolio Manager (IPM) is a member of the GAA investment team and is fully embedded within its portfolio management team structure. This level of integration is critical to provide:

* Refined transparency and understanding of investment process and strategies

* Effective sharing and a collaborative environment for investment solution discussion and decision-making

* Marketplace credibility to most effectively represent GAA and the overall Fidelity organization

* Ongoing delivery of marketplace perspective, developments and trends into the GAA investment organization

Investment Knowledge

The IPM will maintain a comprehensive and ongoing understanding of all GAA investment strategies:

* Detailed understanding of GAA investment strategy parameters, including all underlying investment disciplines

* Ongoing understanding of characteristics and developments across all relevant underlying financial markets

* Detailed understanding of GAA investment process and basic understanding of all underlying discipline investment processes

* Detailed understanding of GAA and underlying disciplines, current investment views and positioning

Fidelity Distribution Business Partnership

The IPM will be a principal conduit of the GAA Team to support Fidelity's multiple distribution businesses:

* Build and maintain partnerships and strengthen relationships across all relevant distribution businesses to broaden investment understanding and overall awareness of competitive strengths

* Serve as primary investment contact for clients, with a focus on providing transparency with respect to investment philosophy, process, strategy and performance

* Engage appropriate consulting and gatekeeper communities to provide investment transparency and to build organizational awareness

* Oversee quality and integrity of client and market-facing investment communication material

* Support focus on investment and product education, as well as thought leadership initiatives

Fidelity Product Management Partnership

The IPM will be a principal conduit of the GAA Team to support the product management group within the investment management organization:

* Provide leadership and oversight for the maintenance of comprehensive marketplace and competitor analysis, with a focus on differentiating competitor investment process, investment performance and distribution strategies

* Provide insight for product development enhancement and development initiatives

Qualifications

* Minimum 10-15 years investment management experience

* Minimum 5 years direct portfolio management experience

* Successful track record of direct representation of investment management strategies to broad spectrum of institutional constituencies

* Master's Degree

* CFA designation

* Highly effective and consistent written communication capabilities

* Highly effective and consistent verbal communication capabilities

* Ability to successfully articulate detailed mechanics of investment process

* Successful track record of investment presentation creation and delivery to broad spectrum of institutional constituencies

* Passion for financial markets, investment process and provision of effective investment solutions

* Comfort and ability to work in a highly collaborative environment, with a frequent focus on gaining consensus across a broad spectrum of investment management, distribution, product management and senior management constituents

* Capability to balance resolve and temperament in response to pursuing opportunity through organizational structure

* Ability to Travel: frequently, with an overall expectation of an average two days per week

Job

: Investment Management

Primary Location

: MA-Boston

Schedule:

: Full-time

Job Level:

: Director

Education Level

: Master's Degree (±18 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel

: Yes, 50% of the time]]>http://www.fidelity-jobs.com/job/Institutional-Portfolio-Manager,-Global-Asset-Allocation-Job/717028/7170287170282010-04-12FidelityInvestment Managementfull-timeUSDstarting0BSBoston, MA, US
Description

Devonshire Investors is a private investment firm affiliated with FMR LLC, the parent company of Fidelity Investments. Headquartered in Boston, Devonshire manages investments on behalf of FMR and its shareholders in businesses outside of the financial services industry. The investment emphasis at Devonshire is heavily weighted towards long-term investments in operating companies and includes the full spectrum of private equity and real estate. 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 principally of investments in three areas: Operating Companies, Real Estate and Indirect Investing.

The Energy Analyst will provide energy market insights to guide the procurement, hedging, and investment decisions of Devonshire Investors and its portfolio companies. The analyst in this position must be very well organized, able to manage dynamically changing priorities, work effectively as part of a team. Continually work in a fast-paced and dynamic environment where new problems require creative, rapid, complex and extremely accurate solutions.

Primary Responsibilities

* Track energy markets (oil, natural gas, electricity) on an ongoing basis, providing monthly reports and project specific analysis

* Design, implement, and monitor hedging positions

* Collect energy market information, analyzing data and constructing models on oil, natural gas, and electricity supply/demand/price

* Monitor changes in renewable energy policy, including carbon trading and federal/state incentives

* Perform market analysis to support evaluation of potential investments

Qualifications

Education and Experience


* Energy experience, either through market research or energy procurement/consulting

* Undergraduate degree or other significant training in engineering program or business (economics, finance, accounting and/or CFA study),

* Graduate degree a plus

* Minimum 2 years of prior work experience

Skills and Knowledge


* Strong writing skills and demonstrated ability to write economically and quickly

* Database and spreadsheet management experience

* Solid market and business analytical skills

* Proven experience using PowerPoint for presentation purposes

* Must be highly proficient in many different areas, including financial, quantitative, and technological.

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:

: Individual Contributor

Education Level

: Bachelor's Degree (±16 years)

Job Type

: Standard

Shift:

: Day Job

Overtime Status:

: Exempt

Travel:

: No]]>http://www.fidelity-jobs.com/job/BOSTON-Energy-Analyst-Devonshire-Investors-Job-MA-02108/713407/7134077134072010-04-12FidelityBusiness Analystfull-timeUSDstarting0BSBoston, MA, US
Description

Position Overview

This individual will join the Prime Services team interacting with both internal users and hedge fund clients as needed. The team operates in a fast paced and challenging Prime Brokerage environment. This individual will play an integral role in delivering products solutions supporting our client facing products and services.



Position Description

* Delivering products and services throughout the product lifecycle from product planning, design, development, implementation, and on-going maintenance.

* Gathering and prioritizing product and high level customer requirements, defining the product vision and future release strategy.

* Act as a product leader and expert of our Security Reference Data, Corporate Action processing, Portfolio Accounting System Geneva, and custody account information

* Deliver recommendations and lead cross-functional decision making

* Gathering and prioritizing product and customer requirements, defining the product vision and release strategy, and working closely with engineering, to deliver leading edge online experiences.

* Translates business requirements to product-level requirements, and works with development team(s) to execute business vision on tight deadlines to produce outstanding consumer web experiences.

* Work closely with the UI/Design team to bridge UI/design and engineering work effort

* Manages the user testing and translates customer support feedback into feature/function requirements for subsequent product releases. Serves as primary product interface into the technologies organizations or vendors

* Prioritize among competing opportunities, balance consumer needs with business priorities, and articulate the rationale behind decisions

Qualifications

Education and Experience


* 5+ years of product development and management experience

* Bachelor's degree

* Uses advanced Prime Brokerage industry knowledge coupled with business experience to bring new products and services to market

Skills and Knowledge


* High-energy performer with ability to be responsive to Shift:ing business and customer needs.

* Excellent interpersonal skills, with the ability to create strong team, internal and customer relationships

* Excellent project management and tracking skills

* Strong written and verbal communication skills

* Strong facilitation, negotiation, and conflict resolution skills

* Presentation skills a plus

* Experience with portfolio accounting and custodial data is required

* Experience with internet platforms, distributed applications, and protocols a plus