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  • Posted: Feb 4, 2020
    Deadline: Not specified
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  • At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their cl...
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    Associate Financial Analyst

    Job Description
    As an Associate Financial Analyst in Fidelity Investments you are a critical part of a team responsible for the delivery of accurate, high quality financial information to team members, managers, and business partners. You are responsible for producing standard financial reports and other documents and analysis that support the overall Finance function in achieving our strategic and business goals.
    The Expertise You Have

    • Bachelor's Degree in Finance/Accounting
    • Knowledge of financial tools, specifically Excel.

    The Skills You Bring

    • You’re a self-starter and team player who works collaboratively to achieve the team’s overall goals and objectives
    • You have excellent communication and interpersonal skills along with an ability to influence others across the company and build relationships
    • You possess strong analytical skills and an ability to quickly understand complex issues
    • Your basic knowledge of tools for performing analysis and presentations (Excel, Access, PowerPoint)
    • You have the ability to innovate and understand the importance of process improvement and time management
    • Your understanding of financial/accounting principles and systems

    The Value You Deliver

    • Preparation of reporting for numerous Fidelity business partners, including analysis and support
    • Perform month-end reporting across multiple product lines and businesses for drivers and metrics such as sales activity, transaction detail, conversions / de-conversions and future dedications.
    • Preparing daily, weekly and month-end operational reports evaluating and analyzing variances to previous periods, budget and forecast
    • Working proactively and reciprocally with finance partners to analyze opportunities to migrate reporting to a self-service platform. You will be partnering with businesses to ensure the information provided through reporting tools, presentations and other communications provides the targeted answers to the pertinent questions/initiatives
    • Ensuring proper controls, documentation and reviews are in place to alleviate risks
    • You will assist with ad-hoc analysis, reports and presentation materials in support of senior management

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    Virtual Education Consultant - West Coast

    Job Description
    As a Virtual Education Consultant, you’re at the forefront of Fidelity’s strategy to Inspire Better Futures for our retirement plan participants. You’ll be engaging audiences in an interactive online environment which provides that inspiration.

    The Expertise We’re Looking For

    • College degree preferred
    • Series 7, 63 and 66 (or equivalent 63/65 combination) required
    • Prior customer service or phone experience required
    • WebEx and Brainshark experience preferred
    • Familiarity with Fidelity’s products, services and online tools is desirable

    The Purpose of Your Role

    As a Virtual Education Consultant, you will be creating, preparing and delivering live and on-demand online workshops for our Personal Workplace Investments clients and participants. Your workshop topics include, but are not limited to the following: Retirement, Transition or Corporate Actions, Integrated Benefits, Non-Qualified Plans, Health Service Accounts, and Pre-Retirement workshops. You’ll be partnering with internal business partners to coordinate activities associated with the electronic channel to ensure they are consistent with those delivered on-site by Fidelity Associates in the field.

    The Skills You Bring

    • Your proven presentation, meeting management and communication skills
    • Superb interpersonal and customer interaction skills
    • Excellent organization and time management abilities
    • Product and vendor management experience
    • Your experience or strong interest in online education

    The Value You Deliver

    • Today’s workforce is increasingly spread out in many physical locations separated by 100's of yards to 100's of miles making it challenging for the employees to gather in a central physical location. The Virtual Education Consultant creates an education experience in a convenient central virtual environment where these retirement plan participants can efficiently engage in improving their financial plans.

    How Your Work Impacts the Organization

    The efficiency gained through the virtual environment couples cost savings with important motivation for retirement plan participants to take positive actions that are critical to their future financial success. These positive outcomes, such as forming new crossover personal investment relationships, help Inspire Better Futures for our customers and build Fidelity’s AUM, each directly impacting the future financial success.

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    Director, Marketing Measurement & Analytics

    Job Description
    This position can be based in Boston or Smithfield
    The Expertise We’re Looking For

    • 8+ years of relevant marketing measurement and analytics experience, with exposure to measurement of owned media (on-site marketing, on-site content, direct marketing, webinars, local events etc.)
    • Experience with measurement techniques that derive business value from marketing activities. These techniques could include multi-touch attribution, cross-channel attribution etc.
    • Expertise using programming languages (Python, R, etc.)
    • Strong utilization and hands-on experience with digital analytics tools such as Adobe Analytics, Adobe Target, (or other tools like them) as well as experience merging digital data with offline customer data.
    • Hands on experience with developing A/B testing frameworks, experimental design, sampling methods, and statistical analysis/hypothesis testing
    • Outstanding consultative, critical thinking, analytical and communication skills with ability to operate strategically and build effective stakeholder partnerships

    The Purpose of Your Role
    The Director, Marketing Measurement & Analytics will be responsible for measuring and optimizing the performance of Fidelity’s Owned Media efforts. You will partner with marketing stakeholders, finance, and technology partners to design and measure experiments, report on key metrics to demonstrate how our marketing is driving value, and create executive level presentations that help stakeholders understand current effectiveness of our owned channels and what can be done to better optimize. Your work will be critical to help improve the customer and business value driven by marketing.
    The Skills You Bring

    • You have the knowledge and expertise to partner with business stakeholders to optimize marketing content and uncover new opportunities to improve the value of marketing to the business
    • You have strong command of digital analytical tools and visualization software to build and administer web analytics dashboards, reports and point out key insights in the data
    • You operate with a sense of urgency in a fast-paced environment and have great attention to detail and are able to multitask and adapt quickly
    • You have strong communication skills and a collaborative mindset to be able to work across different areas of the business and effectively convey measurement results

    The Value You Deliver

    • You lead measurement analytic projects that provide insights to improve marketing performance
    • You enable the organization to make objective, informed decisions
    • You consult with key stakeholders to help them use data and insights most effectively
    • You create executive level presentations to bring out insights clearly and concisely
    • You provide work that enables the firm to drive maximum impact most efficiently

    How Your Work Impacts The Organization
    The CKSI (Customer Knowledge & Strategic Insights Group) is a centralized research and analytics group with a mission of driving growth and profitability using data and analytics. By being a part of CKSI you and your work are playing a critical role to powering Fidelity’s future.

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    Senior Financial Analyst

    Job Description
    A Senior Financial Analyst role that will develop a broad knowledge of all Fidelity businesses and the financial services industry. This role will interact with finance groups across the firm, driving the firm-wide strategic and annual planning process, the firm-wide return on Strategic Investment analysis, and creating financial packages with analysis and key insights to share with our leadership teams
    The Expertise You Have

    • A bachelor's degree in Finance, Economics, or equivalent training; MBA or advance degree a plus
    • 5+ years of professional experience in Finance with a successful track record of in financial modeling and analysis
    • Excellent verbal, written communication and presentation skills

    The Skills You Bring

    • Strong analytical, project management and problem solving skills. Ability to envision the "big picture" while maintaining close attention to detail
    • Ability to learn quickly to understand key business unit drivers and business models. Role requires strong interpersonal skills to work closely and partner with business unit and corporate teams
    • Ability to independently make decisions within a broad context and solve a variety of moderately complex problems
    • Project and process management in a matrix organization. Business maturity and presence to effectively interact with senior management
    • Ability to create financial models, conduct scenario analysis, understand and assess options.
    • Excellent oral, written, and presentation skills and demonstrate confidence in explaining, defending and or challenging analytical findings. Well-developed interpersonal and team building skills
    • Demonstrated ability to lead project/work activities, drive process change & efficiencies, and manage multiple priorities simultaneously

    The Value You Deliver

    • Developing a data model to streamline processes and advance analytical capabilities.
    • Creating presentations to senior management to add transparency
    • Participating in Budget and multi-year planning.
    • Supporting Internal and external audit requests.
    • Developing and maintaining analyses

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    Senior Accountant

    Job Description
    Senior Accountant
    You are organized and view things analytically with the proper attention to detail. You value making sure accounting transactions and financial results are reported correctly and communicated well. You demonstrate enthusiasm, energy, and an eagerness to learn and are a team player who takes initiative and works constructively with others to achieve team goals.
    The Expertise We’re Looking For

     

    • Bachelor’s Degree in Accounting
    • CPA and/or advanced degree preferred
    • 3-4 years’ relevant experience
    • Strong foundation in accounting principles, practices and internal controls

    The Skills You Bring

     

     

    • You have a strong sense of accountability and ownership in your work.
    • You are focused on details while maintaining a broad view of business objectives.
    • You have the ability to work on multiple projects concurrently and meet tight deadlines.
    • You quickly grasp complex organizational/ownership structures.
    • You are a highly motivated, flexible, quality focused, team player with strong organizational skills.
    • You have the ability to solve problems independently or as part of a team.
    • You have strong written and verbal communication skills that create and maintain constructive relationships with business partners.
    • You have knowledge of how financial systems and multi-dimensional reporting tools work (i.e., Oracle and Essbase) and are highly proficient in Excel.

    The Value You Deliver

     

     

    • Actively participate in monthly accounting close.
    • Prepare recurring and one-time journal entries with proper and adequate support.
    • Work with others (i.e. respective finance/accounting departments) to prepare account reconciliations.
    • Assist in the timely, accurate and complete preparation of financial reporting.
    • Assist in the compilation of financial commentary on monthly results.
    • Prepare, reconcile and communicate accounting information.
    • Participate in the development and completion of special projects as assigned.
    • Assist in annual audit process with external auditors, including the preparation of audit schedules.
    • Perform technical accounting research.
    • Keep abreast of the business, introduction of new products, industry trends, and the impact of accounting issues on the business.

     

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    Director, High Net Worth Services and Solutions

    Job Description
    As Director, High Net Worth Services and Solutions within the End-to-End Wealth Management Experience Tribe, you will be responsible for developing alternative investment and lending solutions that address the unique financial needs of Fidelity’s high net worth customers.

    The Purpose of Your Role
    As a squad member, this role will collaborate with the Squad Leader, the teammates, and our business partners to bring new high net-worth services and solutions to market. In pursuit of providing high net-worth individuals with alternative investment solutions, you will

    • Identify needs and pain of frustration for our customers
    • Quantify and communicate the value that high net worth solutions can deliver
    • Define problem statements, and develop solution hypotheses that support Fidelity’s Wealth Management offering
    • Own the design, build and deployment of alternative investment and collateralized lending solutions for high net worth customers
    • Drive or support aspects of the product development life cycle including business case development, requirements definition, end-to-end customer experience, and implementation with a distributed technology team
    • Work with business partners in Asset Management, Distribution, Clearing & Custody, Marketing and LRC to develop solutions for targeted customers

    The Value You Deliver
    Your ability to deliver customer value and business results on the squad by:

    • Researching competitor offerings and understanding advisor needs as they position solutions for clients and prospects
    • Driving competitive advantage through analysis of complex data from multiple, disparate sources to uncover and present meaningful insights and themes with clarity
    • Helping the squad define and achieve specific and measurable Key Performance Indicators
    • Keeping a pulse on emerging financial services trends
    • Dedication to communicating effectively with senior audiences
    • Working problems to resolution when clear answers are elusive
    • Managing groups of partners and delivering high-quality output through collaboration

    The Expertise We’re Looking For
    Your Expertise Includes
    You are an ambitious, client-obsessed leader who loves working collaboratively with teams to develop investment solutions and outstanding client experiences for high net worth clients.

    • Strong business knowledge of the Wealth Management space
    • High Net Worth product development experience or specific knowledge of alternative investment solutions and/or the investment banking industry
    • Professional experience that includes institutional providers, external banks, investment managers and technology partners.
    • A combination of discernment and analytical skills that allow you to make decisions based on both hard and soft data
    • Defining experimentation agendas and assessing work against critical metrics, revenue targets, and scorecards
    • Proven ability to establish credibility and trust with partners and the ability to influence without authority
    • Strong project management skills and a desire to own several initiatives at once while working tasks to completion independently in a high-quality, timely manner
    • Persistence in the face of opposition while maintaining a positive, can do attitude
    • Critical thought at the customer and associate level and an ability to assemble how these unique perspectives combine to support an ongoing experience for high net worth customers
    • Commitment to agile, cross-functional collaboration in a customer-centric, fast paced environment
    • Desire to expand Fidelity’s Wealth Management offerings and disrupt the market by re-imagining distribution models that drive scale and volume
    • Bachelor’s degree or equivalent, MBA preferred, with 10+ years of relevant professional experience
    • Series 7 license required within 6 months of hire
    • Other relevant licenses include: Series 9/10, 24, CIMA, CFA, 79 (Investment Banking), 82 (Private Securities Offerings)

    Method of Application

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