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<h3>Job Description:</h3>The Role<ul><li>Performing all tasks associated with the Bank Debt Group including (but not limited to) trade settlements, fail management, and accounting processing.</li><li>Identifying and escalating issues, which could have significant impact on daily operations</li><li>Providing exceptional service to the various business partners</li><li>Participating in future project opportunities and facilitate change in a rapidly developing environment</li><li>Assisting with development and review for new and/or changes to departmental policies and procedures</li><li>Collaborating within team environment to successfully manage daily work volumes and quality standards </li></ul>The Expertise and Skills you Bring<ul><li>2-5 years of financial services industry experience</li><li>Bachelor's degree preferred, but not required</li><li>Your proficient PC knowledge</li><li>Your excellent interpersonal and communications skills</li><li>Your strong time management skills</li><li>Your ability to handle multiple projects and tasks simultaneously within a tight timeframe</li><li>Your strong analytical skills</li><li>Your solid knowledge of business and industry practices</li><li>Your ability to recognize high-risk items and escalate those items or seek assistance to minimize loss to either the shareholder and/or Fidelity</li><li>Your ability to develop solid action plans to resolve daily operational issues/ problems </li></ul>The TeamAs part of Fidelity Fund and Investment Operations (FFIO) business unit, the Bank Debt Operations group is responsible for facilitating the processing, distribution, and reconciliation of Bank Debt transactions in support of Accounting and Trading. This role requires great attention to detail, ability to work in a time sensitive environment and the ability to think outside of the box. In addition to the technical aspect of the role, the Representative also performs project work, looks for process improvements, partakes in training and development opportunities and is part of a larger team effort. Depending on the project that the analyst supports, the work hours may vary from early morning shifts to more standard work hours. The ability to work overtime and be flexible is strongly encouraged.Note: Fidelity will not provide immigration sponsorship for this position. <h3>Certifications:</h3><h3>Category:</h3>Investment OperationsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Fidelity Investments

Analyst, Bank Debt

Sprague is growing, and we need your energy to make it happen!&nbsp;Sprague is passionate about delivering diverse products and programs that warm, power and move the world. We keep homes warm through Northeastern winters and hospitals cool through summer. We help small businesses focus on serving their communities, and our renewable fuels keep our country’s infrastructure running. From importing wind energy components to deploying leading-edge solar technology to help power terminal facilities, we are committed to continually evolving to meet our customers’ changing energy needs.Our CultureWe recently surveyed our employees to ask them their favorite part of the job. They answered, "The people I work with."In addition to great coworkers, you’ll enjoy perks like medical benefits and retirement contributions that start on your first day. &nbsp;Employees start with three weeks (15 days) of paid vacation time per year! Sprague also provides tuition reimbursement for any employee that would like to further their education. &nbsp;Sprague has adopted a casual business dress code where you can wear jeans to work!&nbsp;&nbsp;Do you like to get involved where you work?&nbsp; Is giving back important to you? It’s important to us, too! Sprague donates back to the communities in which we live and work every year, and provides opportunities for employees to support various charities throughout the year. In addition, Sprague offers paid volunteer time to allow employees to support charities which are meaningful to them. Sprague has a range of committees to support varying initiatives (Sustainability, Charitable, Scholarship, Innovation, FunForce, etc.). Sprague is a place that cares about its employees, its community, and about creating a place where people want to come to work every day.Plus, we have some great benefits!<ul><li>401(k) Traditional and Roth plans with employer match of 100% of the first 6% of the employee’s contribution</li><li>Defined Contribution Plan with an automatic contribution from Sprague</li><li>Paid Volunteer Time</li><li>Flexible Working Policy</li><li>Choice of high deductible and PPO Health Plans to fit your individual needs</li><li>Wellness Program</li></ul>We want to hear from you!Our Financial Planning &amp; Analysis Analyst will play a key role in shaping business strategy through financial insights, forecasting, and modeling. Reporting to the CFO, this position will partner with senior leadership and business units to optimize financial performance, improve decision-making, and enhance operational efficiency. This is an opportunity for a finance professional who thrives in a data-driven, strategic role and wants to make a tangible impact on business performance. If you are a highly motivated and results-oriented individual with a passion for finance and strategic analysis, we invite you to apply.<ul><li>Lead the development and maintenance of financial models to support budgeting, forecasting, and long-range planning processes.</li><li>Oversee the preparation of monthly, quarterly, and annual financial reports, providing variance analysis and key insights into financial performance.</li><li>Partner with senior business leaders to analyze key performance metrics, identify trends, and drive strategic decision-making.</li><li>Lead the development of annual budgets and rolling forecasts, leveraging historical data, market trends, and business drivers.</li><li>Conduct in-depth financial analysis and scenario modeling to assess business opportunities, risks, and investment decisions.</li><li>Prepare executive-level presentations for leadership and board meetings, summarizing financial performance, forecasts, and strategic recommendations.</li><li>Drive the continuous enhancement of financial processes, systems, and reporting tools, ensuring operational efficiency and accuracy.</li><li>Utilize SQL to extract, manipulate, and analyze large datasets, integrating insights into Power BI or Tableau for advanced visualization and reporting.</li></ul>Do you like to solve problems and consider yourself forward thinking? If you are looking for a place to challenge yourself, then Sprague is your place. Sprague employees are dedicated and driven. We work best as a team, knowing that collaboration leads to innovation and the best customer experience. We are looking for hardworking colleagues to join us and help us stay at the forefront of the energy industry, which is where we’ve been for the last 150 years.Qualified candidates for this role will have the following:<ul><li>Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or advanced degree preferred.</li><li>2+ years of experience in financial planning &amp; analysis, corporate finance, investment banking, or management consulting.</li><li>Proven expertise in financial modeling, scenario analysis, and strategic planning.</li><li>Technical proficiency in SQL, Oracle Accounting products, and other financial systems.</li><li>Advanced Excel and PowerPoint skills; experience with BI tools (e.g., Tableau, Power BI) is a plus.</li><li>Exceptional communication and presentation skills, with the ability to translate complex financial data into actionable insights.</li><li>Experience in the Energy sector is a plus, particularly with financial planning and regulatory considerations.</li><li>Detail-oriented with a strong commitment to accuracy, deadlines, and continuous improvement.</li></ul>This opportunity is based in Portsmouth, NH.Who we are:Sprague takes a collaborative, customer-centric approach to providing best-in-class energy products and related services throughout the Northeast. Founded in 1870, we pride ourselves on offering customers the expert solutions and high-quality service that help their businesses thrive in any market landscape. Sprague values innovation, safety, integrity and people. We know that our people are what set us apart from our competition, and we work hard to make sure each employee across our 20+ locations knows how important they are to our community.&nbsp;Come join us to learn why we are consistently celebrating 20-, 30-, and even 40-year anniversaries here at Sprague! Sprague is an EEO/AA employer.&nbsp; We strongly encourage minorities, females, Vets and individuals with disabilities to apply.As a federal contractor we adhere to OFCCP employment regulations.&nbsp;Click here for OFCCP compliance information

Sprague

Sprague Resources GP LLC

Financial Planning & Analysis Analyst

<h3>Job Description:</h3>Vice President, Soteria Reinsurance Investment OperationsOutstanding opportunity to join a newly formed team at Soteria Reinsurance within Fidelity Investments!The Role Reporting to the Head of Operations and Business Development, you will lead the investment operations for Soteria Reinsurance. You will work closely with the Soteria CIO and portfolio managers in all aspects of the investment process. In addition, you will partner with internal Fidelity partners, including asset management, FFIO, technology, risk, and compliance teams, as well as external service providers.<ul><li>Provide support to Soteria CIO and investment team, working with technology partners, FIAM and third-party managers</li><li>Manage the operational due diligence process for third-party managers, including onboarding and operational oversight</li><li>Recommend, implement and manage the appropriate infrastructure to support the growth of the Soteria Investment team</li><li>Coordinate new portfolio launches from idea conception to launch working with Fidelity partners and external vendors (Clearwater)</li><li>Establish data connections, configure and track compliance with investment guidelines, maintain data validation and reconciliation, and customize data and reporting capabilities</li><li>Review cash and asset movement across Soteria’s custody and banks and accounts related to investment activity (trades, transfers, etc.)</li><li>Interface and manage the relationship with third party servicers (custodians, banks, vendors and managers)</li><li>Ensure funding and settlement of all deal flow</li><li>Collect and compile responses to both internal and external audit requests</li><li>Provide project management for any investment operations initiatives</li><li>Identify opportunities for process improvement and oversee implementation of changes</li></ul>Expertise and Skills You Bring<ul><li>BS/BA required.</li><li>10-15 years of investment operations experience</li><li>A high level of comfort working with investors and technologists</li><li>A deep understanding of the end-to-end investment process</li><li>Outstanding critical thinking, problem solving, decision-making, and analytical skills.</li><li>Ability to think creatively and independently while working in a collaborative environment.</li><li>Capable of managing a small group of operations professionals</li><li>Strong judgment, issue management, and problem-solving skills</li><li>A demonstrated project and program management track record</li><li>Self-motivated and comfortable taking the initiative and owning the outcome</li></ul>The TeamThis role will be a critical member within Soteria Reinsurance’s Operations and Strategy team. We are responsible for providing best-in-class support to the investment professionals to assist in the asset management needs of Soteria Reinsurance clients. <h3>Certifications:</h3><h3>Category:</h3>OperationsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Vice President, Soteria Reinsurance Investment Operations

<h3>Job Description:</h3>Senior Manager, Investment OperationsOutstanding opportunity to join a newly formed team within the Soteria Reinsurance Group within Fidelity Investments!The Role The Senior Manager, Investment Operations role within Soteria Reinsurance Group will be responsible for providing day-to-day operational support to the Soteria investment team. The role will report to the Vice President of Soteria Investment Operations.<ul><li>Provide ad hoc support to the Soteria Portfolio Managers for reporting, analytics, and data needs.</li><li>Monitor compliance with investment guidelines and research and resolve as needed.</li><li>Support cash management process, including instruction for wire movements for capital calls, providing allocations to fund managers, and monitoring cash availability across portfolios.</li><li>Assist VP of Investment Operations in new portfolio launches and with operational due diligence activities.</li><li>Liaise with internal business partners; FFIO, compliance, legal, and FIAM, in support of the Soteria investment team.</li><li>Monitor portfolios within AlphaBet and Clearwater and reconcile activity.</li><li>Serve as point of contact for investment operations related inquiries.</li><li>Excellent organizational and communication skills. Ability to multi-task and work independently. Comfortable working with senior management.</li></ul>The Expertise and Skills You Bring<ul><li>BS/BA required.</li><li>Minimum of 2-5 years financial services experience, preferably in an asset management related role.</li><li>Outstanding critical thinking, problem solving, decision-making, and analytical skills.</li><li>Proven ability, flexibility, and resourcefulness to manage multiple high-priority deliverables in a deadline driven environment.</li><li>Proven team-player with strong communication skills who is willing to engage in constructive feedback discussions.</li><li>Ability to think creatively and independently while working in a collaborative environment.</li></ul>The TeamThis role will be an important member of the investment operations function within Soteria Reinsurance’s Operations and Strategy team. We are responsible for providing best-in-class support to the investment professionals to assist in the asset management needs of Soteria Reinsurance clients. <h3>Certifications:</h3><h3>Category:</h3>OperationsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Senior Manager, Soteria Investment Operations

Sprague Resources LP is a dynamic and rapidly growing Northeast energy merchant company committed to innovation, excellence, and delivering exceptional value to our customers. We are seeking a highly motivated and detail-oriented individual to join our finance team as Managing Director of FP&amp;A and Integration and Change Management.Position Overview: The Managing Director of FP&amp;A and Integration and Change will play a key role in shaping business strategy through financial insights, forecasting, modeling and to lead and support organizational integration initiatives and change management efforts. Reporting to the CFO, this position will partner with senior leadership and business units to optimize financial performance, improve decision-making, enhance operational efficiency and act as a change agent for processes. This is an opportunity for a finance professional who thrives in a data-driven, strategic role and wants to make a tangible impact on business performance.Key Responsibilities:<ul><li>Lead the development and maintenance of financial models to support budgeting, forecasting, and long-range planning processes.</li><li>Oversee the preparation of monthly, quarterly, and annual financial reports, providing variance analysis and key insights into financial performance.</li><li>Partner with senior business leaders to analyze key performance metrics, identify trends, and drive strategic decision-making.</li><li>Lead the development of annual budgets and rolling forecasts, leveraging historical data, market trends, and business drivers.</li><li>Conduct in-depth financial analysis and scenario modeling to assess business opportunities, risks, and investment decisions.</li><li>Prepare executive-level presentations for leadership and board meetings, summarizing financial performance, forecasts, and strategic recommendations.</li><li>Drive the continuous enhancement of financial processes, systems, and reporting tools, ensuring operational efficiency and accuracy.</li><li>Utilize SQL to extract, manipulate, and analyze large datasets, integrating insights into Power BI or Tableau for advanced visualization and reporting.</li><li>Collaborate with cross-functional teams to plan and execute system, process, or organizational integrations.</li><li>Coordinate data migration, system alignment, and interdepartmental collaboration for successful integration.</li><li>Identify and mitigate risks related to integration (technical, operational, and cultural).</li><li>Monitor integration milestones and provide reporting to stakeholders.</li><li>Develop and implement change management strategies and plans that maximize employee adoption and usage while minimizing resistance.</li><li>Conduct impact assessments and stakeholder analyses to support change readiness.</li><li>Design and deliver training programs, communication plans, and support resources.</li><li>Work closely with project and communication teams to ensure consistency in messaging and engagement.</li><li>Provide coaching and support to managers and leaders through change transitions.</li></ul>Qualifications:<ul><li>Bachelor’s degree in finance, Accounting, Economics, or a related field; MBA or advanced degree preferred.</li><li>20+ years of experience in financial planning &amp; analysis, corporate finance, investment banking, or management consulting.</li><li>Proven expertise in financial modeling, scenario analysis, and strategic planning.</li><li>Technical proficiency in SQL, Oracle Accounting products, and other financial systems.</li><li>Advanced Excel and PowerPoint skills; experience with BI tools (e.g., Tableau, Power BI) is a plus.</li><li>Exceptional communication and presentation skills, with the ability to translate complex financial data into actionable insights.</li><li>Experience in the Energy sector is a plus, particularly with financial planning and regulatory considerations.</li><li>Detail-oriented with a strong commitment to accuracy, deadlines, and continuous improvement.</li></ul>Why Join Us:<ul><li>Opportunity to make a meaningful impact and contribute to the success of a growing company.</li><li>Competitive salary and benefits package, including health insurance, retirement plans, and professional development opportunities.</li><li>Collaborative and supportive work environment with opportunities for career advancement and growth.</li><li>Commitment to diversity, inclusion, and employee well-being.</li></ul>Application Process: If you are a highly motivated and results-oriented individual with a passion for finance and strategic analysis, we invite you to apply for the Managing Director of FP&amp;A and Integration and Change Management position at Sprague Resources LP.&nbsp; Please submit your resume and cover letter outlining your qualifications and interest in the role. We look forward to reviewing your application and discussing how you can contribute to our team!Our CultureWe recently surveyed our employees to ask them their favorite part of the job. They answered, "The people I work with."In addition to great coworkers, you’ll enjoy perks like medical benefits and retirement contributions that start on your first day. &nbsp;Employees start with three weeks (15 days) of paid vacation time per year! Sprague also provides tuition reimbursement for any employee that would like to further their education. &nbsp;Do you like to get involved where you work?&nbsp; Is giving back important to you? It’s important to us, too! Sprague donates back to the communities in which we live and work every year and provides opportunities for employees to support various charities throughout the year. In addition, Sprague offers paid volunteer time to allow employees to support charities which are meaningful to them. Sprague has a range of committees to support varying initiatives (Sustainability, Charitable, Scholarship, Innovation, FunForce, etc.). Sprague is a place that cares about its employees, its community, and about creating a place where people want to come to work every day.Plus, we have some great benefits!<ul><li>401(k) Traditional and Roth plans with employer match of 100% of the first 6% of the employee’s contribution</li><li>Defined Contribution Plan with an automatic contribution from Sprague</li><li>Paid Volunteer Time</li><li>Flexible Working Policy</li><li>Choice of high deductible and PPO Health Plans to fit your individual needs</li><li>Wellness Program</li></ul>Who we are:Do you like to solve problems and consider yourself forward thinking? If you are looking for a place to challenge yourself, then Sprague is your place. Sprague employees are dedicated and driven. We work best as a team, knowing that collaboration leads to innovation and the best customer experience. We are looking for hardworking colleagues to join us and help us stay at the forefront of the energy industry, which is where we’ve been for the last 150 years.Sprague takes a collaborative, customer-centric approach to providing best-in-class energy products and related services throughout the Northeast. Founded in 1870, we pride ourselves on offering customers the expert solutions and high-quality service that help their businesses thrive in any market landscape. Sprague values innovation, safety, integrity and people. We know that our people are what set us apart from our competition, and we work hard to make sure each employee across our 20+ locations knows how important they are to our community.&nbsp;Come join us to learn why we are consistently celebrating 20-, 30-, and even 40-year anniversaries here at Sprague!Sprague is an EEO/AA employer.&nbsp; We strongly encourage minorities, females, Vets and individuals with disabilities to apply.As a federal contractor we adhere to OFCCP employment regulations.&nbsp;Click here for OFCCP compliance information

Director, Financial Planning & Analysis and Integration and Change Management

<h3>Job Description:</h3><h3>The Role</h3>As a Director of Valuation Oversight in Asset Management’s Treasurer’s Office, you will be responsible for overseeing the pricing operations of the Fidelity Funds and monitoring operational controls. In this role you will support the development, implementation, and administration of valuation processes for the funds’ investments in private market strategies including equity, credit, and real assets. You will coordinate and oversee the activities of third-party service providers, external fund managers, and Fidelity’s internal pricing and bookkeeping agent Fidelity Fund and Investment Operations (FFIO). You will administer control functions, support testing of fair value methodologies, and coordinate the fair value determination process and related documentation. You will maintain valuation policies and procedures and recommend changes and updates as appropriate and necessary. You will think and work across Fidelity, partnering with the rest of the Asset Management Treasurer’s Office and collaborating with business partners in FFIO, Compliance, Risk, Technology, and the various Investment Divisions across the firm.<h3>The Expertise</h3><ul><li>A minimum of 10 years industry or equivalent experience</li><li>Bachelor’s degree in finance/accounting or equivalent. Graduate MS or MBA degree in finance/accounting a plus.</li><li>Subject matter expertise of technical accounting standards and generally accepted valuation methods for complex and alternative investment classes (e.g., private equity, direct loans, real estate, fund-of-funds)</li><li>Prior experience preparing and/or auditing security valuations a plus</li><li>Knowledge of operational risk management and internal controls, governance, and oversight processes</li><li>Advanced, working knowledge of MS Excel and MS Access</li><li>Collaborative working style, willingness to roll up sleeves and tackle complex problems</li></ul>The Skills You Bring<ul><li>Motivated initiative-taker with the ability to work independently</li><li>Ability to apply sound judgment to spot issues, assess risks, and identify items requiring attention</li><li>Unwavering commitment to accuracy, quality, and completion of tasks</li><li>Possess excellent organizational, operations, and project/process management skills</li><li>Highly proficient verbal and written communication skills and strong presentation capability</li><li>Advanced excel skills and experience developing light automation solutions</li><li>Possess strong research and analytical skills</li><li>Ability to make and effectively communicate decisions</li><li>Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities</li><li>Ability to explain valuation concepts to diverse audiences</li></ul><h3>The Team</h3>The Asset Management Treasurer’s Office provides fiduciary oversight of Fidelity’s funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds’ Boards of Trustees in fulfilling their responsibilities to the Fidelity Funds. In addition to overseeing Fidelity’s existing products, we also actively support Asset Management’s efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation<h3>Certifications:</h3><h3>Category:</h3>Investment OperationsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Director - Valuation Oversight, Asset Management Treasurer’s Office

<h3>Job Description:</h3><h3>The Role</h3>If you are looking for a role that spans across many parts of the organization and gives you the opportunity to interact with many parties, this may be the role for you! Qualification Services is an Integrated Operations team looking to add a dynamic leader who can lead geographically dispersed professionals supporting clients &amp; customers thru a difficult life event. The right candidate will work with their individual team, other Operations Functions, Client &amp; Relationship Management, Legal, Risk &amp; Compliance as well as the External Client and their contacts.The Senior Manager, Qualification Services will report to the VP of Workplace Investing Qualification Services, one of six divisions within this organization. The Senior Manager will be a member of the WI Qualification Services leadership team and will support 10-15 associates in the US and many dotted line India Associates supporting the Integrated Beneficiary Process. This function spans across our DB, DC, TEM &amp; HW clients. Other responsibilities include the leadership of key WI Ops programs and initiatives, as well as leadership of risk mitigation and audit-focused initiatives.The Expertise and Skills You Bring<ul><li>Excellent people management/leadership ability</li><li>Operations Experience preferred, although not required</li><li>Bachelor’s degree or equivalent years of experience, MBA preferred.</li><li>Knowledge of legal and regulatory topics related to benefits administration is preferred.</li><li>Knowledge of the benefit &amp; retirement administration business (DC, DB, TEM &amp; HW)</li><li>You have Proven Leadership experience - consistently displays the ability to coach, manage &amp; lead teams with varied strengths; provides solid support of and advocates for the needs of the group; builds positive relationships with internal and external business partners.</li><li>You have Operations Management experience - manages multiple products, service offerings, processes, critical metrics and group level budget within established parameters to ensure customer/client satisfaction and the achievement of operational performance targets.</li><li>You have Strategy &amp; Execution experience - effectively translates strategy into clear business goals and links them to individual and group goals; develops and communicates a vision and mission related to meeting customer needs; advocates for and allocates resources to deliver the highest priorities.</li><li>You have problem resolution experience - identifies and proactively addresses problems and potential risks as well as implementing timely solutions.</li><li>You have strong understanding of the application of quality/operational improvement methodologies to ensure continuous improvement and consistent service delivery.</li><li>You have Strong written and verbal communication skills</li></ul>The Value You Deliver<ul><li>Help create culture of learning, empowerment, and transparency.</li><li>You will inspire and motivate your team to achieve their maximum potential</li><li>You can prioritize time-sensitive work and multiple demands to ensure Client Expectations are met</li><li>You can work well under pressure and communicate the sensitivity and urgency of responses.</li><li>You are comfortable presenting to clients &amp; business partners</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.<h3>Certifications:</h3><h3>Category:</h3>Operations, Transaction ProcessingFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Senior Manager, Qualification Services

<h3>Job Description:</h3>The Client Service Management (CSM)Group Segment Head leads an organization accountable for operational support and service delivery for Defined Contribution workplace clients. The CSM Segment Head collaborates with senior leaders to develop the strategic vision and long-term business direction based on anticipated future trends, issues, and business drivers. In addition, they understand client needs, prioritize and direct projects, guide the daily operations of the team, and establish the standard for exemplary support from business partners. The role is part of the Defined Contribution Client Service Operations leadership team and assists in carrying out the overall organization mission of delivering outstanding service.The RoleThe CSM Group Segment Head has primary responsibility for leading a segment of Client Service Managers (CSMs) that support Workplace Investing’s Defined Contribution clients. CSMs coordinate and lead service activities for clients with Qualified Defined Contribution plans, Non-Qualified Defined Contribution plans, HSA plans, and many other emerging products. Success is measured through client satisfaction, client retention, team development, and improving operational execution and scale. The role requires the desire and ability to participate in and drive cross-functional initiatives which have significant business impact. This role will:<ul><li>Have ultimate accountability for the day-to-day service satisfaction of Defined Contribution Large/Select Market Workplace Investing clients with Billions in assets under administration.</li><li>Cultivate a climate that values and rewards positive contributions, inclusion, diversity, initiative, and achievement of results.</li><li>Lead and develop a team of people leaders passionate about creating a culture of outstanding service delivery and associate growth and development.</li><li>Develop, run, implement, and monitor the service delivery strategy</li><li>Provide impactful feedback often. Recognize where team members can be more effective and implement changes to improve performance.</li><li>Anticipate and resolve roadblocks, challenges, and dependences within and across functional teams.</li><li>Find opportunities for improvement and champion system enhancements and process improvements</li><li>Handle client concerns and be responsible for making sure the organization is implementing individual client service recovery efforts when needed.</li><li>Work closely with various internal business partners and external client contacts at various organizational levels.</li></ul>The Expertise and Skills You Bring <ul><li>Financial services industry and large client servicing experience</li><li>Knowledge of Defined Contribution Qualified, Non-Qualified, HSA plans, as well as knowledge of other emerging products such as Charitable Giving and Student Debt</li><li>Leadership experience, with confirmed results managing people leaders and driving organization strategy</li><li>Experience in providing client service to an external client and/or leading a service organization with superior service results</li><li>Outstanding relationship builder and communicator</li><li>Flexibility, can easily shift priorities and apply excellent planning, organizational, and interpersonal skills</li><li>Influence and negotiation skills</li><li>Ability to manage to performance measurements and develop strategies to meet/exceed targets; takes corrective action and implements plans as needed.</li><li>Ability to coach, mentor and develop leaders and associates at all levels, evaluating performance, balancing competing priorities, compensation planning and analysis, and adapting organization as needed.</li><li>Enjoy interacting with clients in various roles, problem solving, associate recognition, conducting satisfaction surveys, etc.</li><li>Able to capture and assess client feedback and encourage behaviors to enhance interactions, using effective conflict resolution skills.</li><li>Able to support sales efforts with prospective clients to represent the DC Client Service Operations Leadership team.</li><li>Build and maintain effective collaboration and open communication with partners in every part of the organization. Can advocate for service and product improvements. Listens to feedback and collaborates on solutions that deliver the best outcome for our clients and the overall organization.</li></ul>The TeamThis role is a member of the Defined Contribution Client Service Operations Senior Leadership team and helps set the overall organization strategy. You bring the voice of the client to ensure our team is working toward improvements and solutions that deliver customer and business value. Understanding the unique needs of every client we support and staying grounded in the client experience is critical to our ongoing success.<h3>Certifications:</h3><h3>Category:</h3>Client Service OperationsFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

CSM Group Segment Head - Large/Select Market

<h3>Analyst, Financial Crimes Surveillance</h3> <h3>The Role</h3> The Financial Crimes-Anti-Money Laundering Surveillance group plays a vital role in helping the firm meet its overall Anti-Money Laundering Compliance obligations. There are thousands of transactions that occur daily across Fidelity’s business. The AML Analyst monitors this activity in an effort to detect and call out suspicious activity. The candidate will analyze and vet alerts generated by proprietary internal algorithms and support AML Compliance for Fidelity. <h3>The Expertise and Skills You Bring</h3> <ul> <li>College degree and/or 4 years of work experience in a relevant field </li><li>2+ years of experience in the financial services industry </li><li>Proven knowledge of financial transactions as well as a firm understanding of trading markets and operations </li><li>Ability to work collaboratively within a team, meet deadlines, and demonstrate outstanding decision-making skills </li><li>FINRA Series 7 &amp; 63 preferred </li><li>Previous AML or compliance background a plus </li></ul> <h3>The Team</h3> The AML Surveillance team within Fidelity’s Legal Risk and Compliance Group is integral to supporting compliance with overall AML obligations required by the Bank Secrecy Act. The candidate will support this effort by analyzing and vetting alerts generated through proprietary surveillance applications based on activity across all of Fidelity’s operating companies. These alerts may pose substantial regulatory and reputational risk to the firm, and the candidate will exercise sound judgment and demonstrate outstanding decision-making skills to prevent or mitigate risk and escalate potential suspicious activity. In addition to analyzing potential suspicious activity, the analyst will review “high risk” customers and entities based on the Customer Due Diligence (CDD) rule administered by FinCEN (Financial Crimes Enforcement Network). <h3>Company Overview </h3> At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Fidelity TalentSource

Financial Crimes Surveillance Analyst

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Contracts Manager to work in Boston, MA or Merrimack, NH. The Role The Contract Manager provides industry specific expertise and strategic and tactical direction in the development, negotiation, management and administration of complex contract negotiations and supplier relationships. The Contract Manager will lead the process of analyzing contract issues to identifying and eliminating risks and optimizing value to Fidelity. The Contract Manager works independently on both standard and non-standard contracts. The Expertise and Skills You Bring <ul> <li>Bachelor’s degree, JD Preferred</li> <li>Construction and/or real estate contract experience preferred</li> <li>3+ years of purchasing related experience, including contract negotiations and administration</li> <li>Proactive management of multiple Supplier relationships and ability to work well under pressure</li> <li>Strong written, verbal and interpersonal communication skills</li> <li>Proven track record of strong collaboration and teamwork</li> <li>Strong negotiation skills and knowledge of business terms and conditions</li> <li>Ability to assess risk and translate business requirements to viable business solutions</li> <li>Commitment to drive quality and process improvements</li> <li>Excellent project management skills</li> <li>Strong customer focus and collaboration/teamwork skills</li> </ul> How Your Work Impacts the Organization <ul> <li>Recommend improvement opportunities and propose modifications to Fidelity contract templates.</li> <li>Work with suppliers and business personnel to: identify, research and resolve purchasing related issues; develop corrective action programs; and monitor progress and find opportunities for improvement and growth.</li> <li>Meet regularly with sourcing counterparts for assigned commodities to ensure overall alignment.</li> <li>Provide incremental support to sourcing teams for execution of strategies within the commodity plans</li> </ul> Dynamic Working – Post Pandemic Fidelity’s working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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