Fidelity Investments

• Responsible for the hiring, training, performance management, coaching and development of ES staff • Responsible for on boarding and cultural integration of new ES associates • Accountable for overall business results within their territory – including but not limited to loyalty and AUA/AUM growth • Overall responsibility for ensuring consistent use and implementation of technology, training, and other new initiatives/priorities • Support the ES team to drive improvements to the overall offering, products, systems, processes, policies, and procedures that can help enhance the Executive experience, Plan Sponsor experience, business growth and associate satisfaction • Accountable for ensuring compliance with regulatory requirements; perform periodic reviews and compliance audits. • Manage all relationship and sales practice and Plan Sponsor escalations • Oversight for all audit related issues; institute processes to ensure compliance as required • Manage cross-company partnerships and alliances designed to acquire and drive business opportunities • Develop and maintain business partner relationships and participate in corporate leadership activities (multi market/local events, national and channel meetings, market meetings, etc.) translating and communicating information and strategy for ES staff • Provide input to help shape the evolution of the Executive Services offering • Oversee the management of the physical space both internally and externally

• drive growth of Fidelity's 401(k) recordkeeping and workplace solutions business throughout New York State • build and leverage a network of financial advisors and third party administrators (TPAs) • connect clients with Fidelity's retirement plan solutions • provide a consultative sales experience for advisors, TPAs, and small business owners • improve client outcomes and expand Fidelity's presence in the market

• Serve as a trusted financial advisor to senior executives and C-suite leaders within key Workplace benefit plan clients • Provide personalized financial planning, retirement income strategies, investment guidance, and asset management support tailored to clients’ unique goals • Integrate workplace benefits and plan provisions into comprehensive financial plans • Help executives make informed decisions supporting their immediate and long-term financial well-being • Deliver outstanding client experience through ongoing consultation and relationship management • Work as part of a collaborative team including managing directors, relationship managers, and executive services associates • Drive client engagement, business growth, and client satisfaction • Present executive services offerings during business reviews • Cultivate new opportunities through referrals, seminars, and local events • Identify strategies to increase assets under management and expand client relationships

• The Executive Planning Consultant I (EPC I) provides financial planning and guidance to Fidelity’s Workplace Investing executive clients • Leverage planning expertise and relationship management skills to deliver comprehensive wealth planning solutions tailored to executive clients’ needs • Responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients • Support executives who typically have $3 million or less in combined workplace and retail assets • Focus on less complex planning needs such as college funding, savings strategies, and early retirement planning • Serve as a primary financial planning resource • Partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs

Role Description The Executive Planning Consultant I (EPC I) provides financial planning and guidance to Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Personal Investing business unit. In this role, you will leverage your planning expertise and relationship management skills to deliver comprehensive wealth planning solutions tailored to executive clients’ needs. - Build, maintain, and deepen relationships with executives and management leaders of Workplace benefit plan clients. - Serve as a primary financial planning resource for executives with $3 million or less in combined workplace and retail assets. - Focus on less complex planning needs such as college funding, savings strategies, and early retirement planning. - Collaborate with Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals to deliver a seamless client experience. - Partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs. Qualifications - Series 7 and 66 licenses required. - Insurance license required or ability to obtain within 6 months of hire. - Bachelor’s degree or equivalent experience preferred. - CFP (Certified Financial Planner) designation encouraged. - CEP (Certified Equity Professional) designation encouraged. - Experience working with executives and employee benefit plans. - Demonstrated ability to understand clients’ unique financial situations and recommend appropriate solutions. - Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning. - Ability to integrate Fidelity’s planning, guidance, and service technology while navigating complex regulatory and licensing requirements. - Excellent written, verbal, and interpersonal communication skills. - Exceptional presentation skills in both one-on-one and group settings. - Strategic thinking with the ability to influence executive decision-making. - Strong practice, territory, and project management skills with a track record of effective execution. Requirements - Manage and deepen relationships with executives, providing ongoing guidance and mentorship. - Deliver sophisticated financial planning, retirement income, investment strategy, and product recommendations tailored to executive clients. - Incorporate executive benefits and plan provisions into comprehensive financial plans. - Build and grow a book of business through referrals, seminars, and workplace-sponsored events. - Identify, pursue, and follow up on opportunities to gather additional client assets. - Demonstrate Fidelity products and services to meet executive needs and drive client engagement and conversion. - Develop an understanding of client companies’ cultures, executive populations, and benefit plans to help clients understand the financial impact of benefit changes. - Meet the immediate and long-term needs of executives through client-centered advice, planning, and guidance. - Travel up to 25% as needed. Benefits - Comprehensive health care coverage and emotional well-being support. - Market-leading retirement plans. - Generous paid time off and parental leave. - Charitable giving employee match program. - Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Role Description Are you an ambitious professional looking to make a significant impact in the employee benefits industry? As the SVP, Consultant Relations at Fidelity Investments, you'll lead new business initiatives and cultivate positive relationships with influential external consultants. This role is vital to our Workplace Investing organization, requiring a deep understanding of workforce solutions and outstanding strategic account management skills. ROLE IS REMOTE BASED ANYWHERE IN US Qualifications - Minimum of 10 years of industry experience, preferably complemented by an MBA or advanced degree. - Extensive domain knowledge of Fidelity's products and services. - Outstanding communication skills, both oral and written. - Ability to shape deal strategies and foster strategic relationships. - Demonstrable track record of encouraging strategic relationships. - Board room/C-suite command presence and professional maturity. - Creative thinking translated into beneficial presentation skills and content development. - Deep domain experience in the industry and all in-scope Fidelity products. - Commercially minded with an understanding of internal and external economics across segment lines. - Strong willed enough to influence action, yet perceptive enough to do so in a consultative fashion. Requirements - Developing and managing a key book of the largest and most influential consultants and search firms. - Engaging regularly with senior leadership, applicable home offices, and individual search consultants. - Providing continuous professional development on industry and competitor products/services. - Frequent interaction with sales account executives, relationship managers, internal investment consultants, senior management, and pricing. - Working independently, exhibiting drive, passion, and collaboration while using excellent judgment. - Must be organized and able to balance multiple projects simultaneously while working with consultant and deal-imposed deadlines. - Collaborative and team oriented. - Proactive and confident in working autonomously without specific instructions, combined with the capacity to contribute as part of the CR team. - Able to influence and persuade and think strategically, balancing the needs of Fidelity and the client. - Act with integrity and always use good judgment. - Expect to travel for client engagement 30-50% of the time, plus some travel for internal meetings and trainings at Fidelity office locations. Company Description Fidelity Consultant Relations is a collaborative, compassionate, and exciting environment. We serve a variety of partners, including external consultants, advisors, and their home offices. We also support internal collaborators inside Fidelity Workplace’s Client Engagement Group such as Sales, Relationship Management, and Strategy. This role is part of a fantastic team of Consultant Relations professionals.

Role Description This role is a REMOTE job, but does require you to currently live within 90 miles of the Greater Phoenix, AZ area. Note: Fidelity will not provide immigration sponsorship for this position. As a Retirement Planner within Fidelity’s Tax-Exempt Market Planning & Advice (TEMPA) team, you will: - Educate and support workplace retirement plan participants. - Increase awareness of retirement readiness. - Help individuals take meaningful steps toward achieving their long-term financial goals. - Guide participants through their employer-sponsored retirement plans. - Educate on plan benefits, employer matching contributions, and investment strategies. - Conduct needs-based conversations to identify participant goals. - Uncover opportunities for retirement asset consolidation. - Identify appropriate solutions that support overall retirement objectives. - Provide personalized guidance and collaborate with other TEMPA team members for complex planning needs. - Enhance participant outcomes, build customer loyalty, and strengthen long-term relationships with Fidelity. Qualifications - 2+ years of experience in investment sales, financial planning, or a related advisory role. - FINRA Series 7 and 66 licenses preferred; Series 7 and 63 required, with the ability to obtain the Series 65 or 66 within 90 days of hire. - Strong understanding of financial markets, economic conditions, and industry trends. - Excellent consultative, influencing, and communication skills. - Demonstrated initiative and a proactive approach to identifying client needs and opportunities. - Strong organizational, time management, and prioritization skills in a fast-paced environment. - Openness to coaching, performance feedback, and adapting to evolving business needs and priorities. - Ability to effectively leverage planning tools and resources to help participants assess and improve their retirement readiness. - Proven ability to conduct needs-based conversations, identify appropriate solutions, and support asset acquisition, retention, and growth. - Strong ability to articulate Fidelity's approach and vision to provide general investment education to clients. Requirements - Series 07 - FINRA. - Series 66 - FINRA. Company Description The Tax-Exempt Market Planning & Advice (TEMPA) organization exists to help employees in our tax-exempt workplace communities. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education and financial planning and advice for our 403b and 457 plan participants. Our value is delivered to over one million plan participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life.

Role Description In this role you will develop positive relationships with Equity Compensation clients and build internal working relationships with Fidelity personnel in support of service delivery! - The Managing Director (MD) has overall accountability for the relationship of a book of institutional equity compensation plan clients. - Passionate about cultivating relationships with key decision makers. - Guiding service teams towards high client satisfaction. - Driving operational effectiveness and plan profitability. - Growing client relationships through value-driven cross selling initiatives. - Strategically positioning Fidelity's products and services in its Personal and Workplace Investing offerings. - Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. - Supervising client satisfaction and facilitating the timely resolution of client issues. - Leading client profitability through periodic evaluations of key revenue and expense metrics. - Developing a strategy and negotiating contract renewals. - Working with business partners to develop programs to increase households and conversions. - Providing each client with a formal plan review, addressing client needs and opportunities for enhanced service. - Procuring a detailed understanding of all types of equity compensation plans. - Supporting client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, and spin-offs. Qualifications - College degree preferred or equivalent work-related experience. - Ability to acquire Series 7 & 63/65 within the first three months of employment. - 10+ years of Relationship Management or Client Service experience, preferably within Equity Compensation/Retirement/401K industry. - Transparent and credible presence in the Equity Compensation industry; Certified Equity Professional designation is helpful. - Strategic perspective on comprehensive employee benefit solutions for large corporations. - Well-developed communication, project management, consulting, and leadership skills. - Ability to work in a matrix management environment. - Develop and maintain strong client relationships across multiple client constituencies. - Provide focused leadership, motivation, and support for client service team members. - Dedication to customer satisfaction and outstanding sense of urgency. - Organization and time-management skills and attention to detail. - Shown problem-solving skills. - Effective presentation, influence, and negotiation skills. - High emotional intelligence and interest in other human beings. - Desire to work collaboratively with teammates – Servant Leadership. - Self-awareness and shown history of self-improvement. - Analytical and critical thinking skills. Benefits - Comprehensive health care coverage and emotional well-being support. - Market-leading retirement plans. - Generous paid time off and parental leave. - Charitable giving employee match program. - Educational assistance including student loan repayment and tuition reimbursement. - Learning resources to develop your career. Company Description As one of our Managing Directors in our Stock Plan Services business, you will play a key central role for the satisfaction and growth of our clients in this important growth business! Fidelity Stock Plan Services & Non-Qual (SPSNQ) is Fidelity’s equity compensation administration services business, which is a 650+ person, vertically integrated in the Workplace Investing (WI) division. Fidelity’s SPSNQ business manages relationships with 750+ clients and 2.7+M participants in 198 countries, including 150 S&P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants.

Title: Director of National Impact, Catalyst Fund Location: Boston, MA Westlake, TX Full time Job Description: Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role The Director of National Impact for the Fidelity Charitable Catalyst Fund will lead the Fund’s national grantmaking strategy, focused on encouraging individual donors to support promising nonprofits with limited access to philanthropic funding. This role requires experience independently managing a grant portfolio and partnering with donors on their philanthropic giving. Candidates need deep knowledge of the donor support ecosystem and ideally, donor-advised funds and high-net wealthy donors. Outstanding relationship-building and collaboration skills are necessary. A passion for strengthening nonprofit organizations is critical. The Catalyst Fund is a grantmaking program of Fidelity Charitable, led by its Board of Trustees and operating separately from Fidelity Charitable’s donor-advised fund program. The Fund provides grants to intermediary organizations that encourage donors to give more to promising nonprofits and help nonprofits strengthen their fundraising capacity, confidence, and ability to engage donors. The Fund is focused on growing resources for nonprofits in the Southwest, Deep South, and Central Appalachia, as well as organizations serving communities of color and rural communities nationwide. The Fund is organized across three portfolio areas—Engage Donors, Elevate Nonprofits, and Field Building—with funding divided between national grantees and state and local grantees. The Expertise and Skills You Bring - 10+ years of philanthropy experience, including grantmaking at a foundation, corporation, DAF sponsor, or similar institution with independent responsibility for leading a portfolio, assessing and recommending grants, cultivating ongoing grantee relationships, and conducting impact analysis across grants and portfolios; and donor education, engagement, or advising experience connecting individual donors with nonprofits and/or nonprofit fundraising capacity-building programs. - Strong understanding of the latest trends, research, and organizations influencing donor giving behavior, donor-advised funds, capacity building, and nonprofit fundraising; exceptional analytical, research, and writing skills; and significant public speaking experience with donor and nonprofit audiences. - Experience collaborating across diverse constituencies, building trust, achieving common goals, solving problems independently, taking initiative, and exercising sound judgment in fast-paced, ambiguous environments. - High proficiency with PowerPoint, Excel, and Word, along with experience using grants management systems (e.g., Fluxx). - Manage a portfolio of 40+ grant relationships working across the country, including giving platforms, giving circle networks, nonprofit capacity builders, academic philanthropy centers, and other bridge builders. Develop relationships with potential grantees, complete grant diligence and assessments, make grant recommendations, and partner with grantees to set goals aligned with the Catalyst Fund's learning framework, monitor progress toward those goals, and analyze and synthesize grant reports. - Serve as a key representative of the Catalyst Fund across the national donor support ecosystem, including speaking at grantee events, participating in funder conferences, and connecting national organizations to local grantees. Recommend revisions to the ongoing strategy and grantmaking priorities for national work by staying current on research, trends, and learning from grantees. Travel will be required for at least 25% of this role. - Partner with the Executive Director on grantee learning events and communications, process improvements, board communications, and special projects. Partner across Fidelity Charitable teams to coordinate offerings that connect donors to Catalyst Fund grantees, such as philanthropic advising and local donor education events, and launch experiments that encourage donors to give directly to, or in alignment with, the Catalyst Fund. - Partner with Fidelity Charitable's Marketing team to promote the work of national grantees, coordinate webinars, and inspire donor engagement with grantees. The Team Fidelity Charitable is the leading donor-advised fund sponsor in the country with a simple mission—to grow the American tradition of philanthropy. We have helped donors support more than 461,000 nonprofit organizations with nearly $118 billion in grants. At Fidelity Charitable, our job is to help donors maximize their generosity by providing programs that make charitable giving accessible, simple, and effective. The Catalyst Fund team is led by an Executive Director who works closely with the Fidelity Charitable board of trustees and senior staff on strategy, impact assessment, finances, and external relations. The team represents Fidelity Charitable at many philanthropic and nonprofit convenings. The team also includes a Director of Local Impact responsible for managing our state/local strategy with 40+ grants and a Program Associate that supports the entire team and our grantees. Fidelity Charitable Catalyst Fund | Fidelity Charitable Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. The base salary range for this position is $95,000-186,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Category: Relationship Management

Role Description ***Applicants are permitted to work remotely from an at-home work site anywhere in the United States.*** Leads, architects, and manages projects and teams to develop Cloud-based brokerage applications within an Agile environment (Kanban and Scrum). Uses source control for feature-driven development in Bitbucket and Stash. Performs automated deployment in uDeploy. Develops regulatory reporting, using Consolidated Audit Trail (CAT) and the Municipal Securities Rulemaking Board (MSRB). Primary Responsibilities: - Oversees changes in project development policies, procedures, standards, and strategies to development experts and management. - Translates and incorporates business vision and strategy to architectural strategy recommendations at the functional level. - Participates in high-level, cross-functional architecture design teams. - Identifies and consults with internal and external technical resources to produce cross-company strategic designs. - Consults on development and delivery of major technology initiatives for the business unit. - Consults on deployment of major project deliverables. - Consults on the documentation of major technology applications. - Oversees the technical implementation of cross-divisional or company architectural components. - Initiates and drives project or strategy discussions with users or external groups to resolve issues. - Sets vision, goals, and direction of team/organization. - Plans and leads organization-wide initiatives. - Provides leadership, technical supervision, and expertise to multiple teams in broad technical areas on complex organization-wide projects. - Advises senior management on technical strategy. - Mentors junior team members on functionality of application processes, troubleshooting, and coding best practices. - Researches and recommends new technologies. - Works across groups to identify opportunities for organization-wide technology initiatives. - Provides guidance, training, and coaching to other team members for performance and career development. - Identifies and plans for future resource needs. Qualifications - Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and six (6) years of experience as a Director, Software Engineering Development (or closely related occupation) designing, coding, and implementing high volume brokerage regulatory reporting applications. - Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and four (4) years of experience as a Director, Software Engineering Development (or closely related occupation) designing, coding, and implementing high volume brokerage regulatory reporting applications. Requirements - Demonstrated Expertise (“DE”) gathering and interpreting business, functional, and technical requirements -- interacting with end-users or end-user representatives to define, interpret, and clarify the scope of complex business requirements and process issues into logical use cases (epics and stories) -- to support the building or enhancement of reporting applications according to regulatory agency standards (Financial Industry Regulatory Authority (FINRA) and U.S. Securities and Exchange Commission (SEC)). - DE developing and maintaining regulatory applications to ensure brokerage operations adhere to SEC and FINRA requirements and guidelines, using development, code repository, utility, and build creation tools -- Eclipse, Jenkins, Qpad, QStudio, uDeploy, Winscp, and Kdiff. - DE developing KDB based applications -- designing and maintaining KDB databases, Q programming, real-time database, ticker plants, tick data, and interfaces -- using Java, Oracle, and Relational Database Management Systems (RDBMS). - DE supporting the creation, implementation, and maintenance of KDB databases and associated processes, using bash and shell scripting; and scheduled jobs, using Control-M. Benefits - Salary: $185,000.00 - $194,000.00/year. Company Description Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.