Job Description: Note: Fidelity is not providing immigration sponsorship for this position. *Remote position located in the Western US* The Role 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 the key decision makers, guiding the service teams towards high client satisfaction, driving operational effectiveness and plan profitability, growing client relationships through value-driven cross selling initiatives, and strategically positioning Fidelity's products and services in its Personal and Workplace Investing offerings. Effectiveness in the role requires executive presence, understanding in benefits, executive and equity compensation, and financial services acumen. Focus areas include client retention and loyalty, relationship risk mitigation strategies, revenue growth, and product and services adoption. - Supervising client satisfaction and facilitates the timely resolution of client issues to the satisfaction of the client. - Leading client profitability through periodic evaluations of key revenue and expense metrics, and strategically works to implement proactive steps towards achieving the desired results. - Developing a strategy and negotiates contract renewals either proactively or through formal rebid activities, including strong collaboration with other business partners across Fidelity. - Working with business partners, including the local branches, Executive Services, and telephone teams to develop programs to increase households and conversions, and to facilitate continued advanced education and communication for participants and clients. - Providing each client with a formal plan review, addressing client needs and opportunities for enhanced service, consistent with agreed upon time frames with the client - Procuring a detailed, shown understanding of all types of equity compensation plans and works consultatively with clients to assist them towards industry leading practices environment. - Supporting client needs to facilitate corporate actions including mergers, acquisitions, splits, divestitures, spin-offs and other similar major corporate activities. The Expertise and Skills You Bring - College degree preferred or equivalent work-related experience. - Ability to acquire Series 7 & 63/65 within the first three months of employment. - Bring 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. - Provide a strategic perspective on comprehensive employee benefit solutions for large corporations, along with well-developed communication, project management, consulting, and leadership skills. Focused on understanding and responding to client needs and assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. Accountable for retention, loyalty, satisfaction, and relationship growth of client book of business. - Ability to successfully work in a matrix management environment with the ability to build credibility internally and externally at all levels within an organization. - Develop and maintain strong client relationships across multiple client constituencies including HR, Total Rewards, Compensation, Treasury, Legal, and Procurement. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions. - Provide focused leadership, motivation, and support for client service team members to retain clients and deliver consistency and alignment in execution of client objectives and Fidelity priorities. - Possessing a true dedication to customer satisfaction, has an outstanding sense of urgency, and views change as an integral component of corporate success. - Organization and time-management skills and attention to detail. Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization. - Shown problem-solving skills. - Effective presentation skills, influence, and negotiation skills. - High emotional intelligence and interest in other human beings - Desire to roll your sleeves up and work with and for your teammates – Servant Leadership - Self-awareness and shown history of self-improvement - Analytical and critical thinking skills The Team 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. The base salary range for this position is $120,000 - $200,000 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. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. 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: Series 07 - FINRA, Series 63 - FINRA Category: Relationship Management

• End to End Ownership all the applications in the cluster • Sound knowledge of all applications in the cluster • Roadmap for applications in the cluster • Accountable for all the deliveries of projects and URF for the cluster • Accountable for the stability of all applications in the cluster • Troubleshooting and resolution of critical issues on applications within the cluster • Ensure all project milestones are completed within planned Schedule. All projects are delivered within agreed budget with minimum risks • Ensure right level of engagement with architecture • Ensure non-functional requirements are implemented, and for the creation and maintenance of the associated documentation • Prepare root cause analysis of issues and present it to service management • Ensure the solution delivered meet business expectation, derive value and adhere to technology standards • Quality, cost and schedule management of assigned technology projects • Implement change management process for all change deliverables in Technology • Optimized technology solution delivery based on business requirements, existing applications, latest technology trends, total cost to operate, scalability and stability. • Focus on regulatory, control & audit requirements and manage all known risks related to team and projects. • Implement and deliver optimized Technology delivery for all changes working with Business, Technology operations, Technology Architects, ISG and Vendors • Minimize cost on technology deliverables by utilizing existing applications. • Build and maintain strong relationship with business partners across all levels. • Liaise with all functional teams, TOPS and other stakeholders on ensuring smooth closure of issues/concerns raised by business. • Accountable for the appropriateness of technology solutions delivered to assigned business / support units of the bank. • Deliver and support business analysis, solution and UAT management • Implement LEAN practices across Technology solution delivery • Ensure that the management is (at all times) informed of all risks, issues and their status. • Adhere to bank's operational risk policy. • People engagement

Role Overview The Finance Executive role plays a key operational role within the Finance team, supporting the day-to-day financial management of a growing multi-brand e-commerce group. This role focuses on transactional finance, financial accuracy, reporting support, and maintaining well-organised financial records across multiple entities and international markets. The position works closely with the Finance Manager and cross-functional teams including operations, marketing and customer service. The role is primarily operational and execution-focused, ensuring that financial processes run smoothly and that accurate financial data supports business decision making. The position is fully remote and suitable for a highly organised, detail-oriented Finance professional who is comfortable working in a fast-paced digital business environment. Key Responsibilities Transactional Finance • Responsible for monitoring the Finance mailbox, responding to all enquiries the same day or first thing the following morning at latest. Flagging items that require urgent attention to the Finance Manager as appropriate • Process supplier invoices and credit card entries, ensuring accurate coding and entry into the finance system as well as compliance with company policies and VAT rules at all times • Manage Accounts Payable processes including payment scheduling and supplier communication • Assist with Accounts Receivable tracking and reconciliation • Support the management of multi-currency transactions across international markets Financial Records & Reconciliation • Maintain accurate financial records across multiple brands and entities • Perform regular bank, payment gateway, and platform reconciliations • Reconcile Shopify, payment processors, and other sales channels against financial records • Investigate and resolve discrepancies in financial data Reporting & Finance Support • Assist in preparing monthly Management Accounts and financial reports • Support the preparation of financial summaries, reports, and internal dashboards • Provide data and documentation required for audits, compliance, and reporting processes • Assist with budgeting and forecasting preparation where required • Identify cost reduction opportunities Systems & Process Support • Work with finance systems and internal tools to maintain accurate financial data • Help improve financial processes and documentation as the business scales • Support finance-related administrative tasks across multiple brands • Collaborate with operations and e-commerce teams to ensure financial accuracy in sales reporting Operational Finance Support • Assist with monitoring cash flow and payment schedules • Maintain organised financial records and documentations • Ensure financial procedures are followed consistently across brands

Role Overview The Finance Executive role plays a key operational role within the Finance team, supporting the day-to-day financial management of a growing multi-brand e-commerce group. This role focuses on transactional finance, financial accuracy, reporting support, and maintaining well-organised financial records across multiple entities and international markets. The position works closely with the Finance Manager and cross-functional teams including operations, marketing and customer service. The role is primarily operational and execution-focused, ensuring that financial processes run smoothly and that accurate financial data supports business decision making. The position is fully remote and suitable for a highly organised, detail-oriented Finance professional who is comfortable working in a fast-paced digital business environment. Key Responsibilities Transactional Finance • Responsible for monitoring the Finance mailbox, responding to all enquiries the same day or first thing the following morning at latest. Flagging items that require urgent attention to the Finance Manager as appropriate • Process supplier invoices and credit card entries, ensuring accurate coding and entry into the finance system as well as compliance with company policies and VAT rules at all times • Manage Accounts Payable processes including payment scheduling and supplier communication • Assist with Accounts Receivable tracking and reconciliation • Support the management of multi-currency transactions across international markets Financial Records & Reconciliation • Maintain accurate financial records across multiple brands and entities • Perform regular bank, payment gateway, and platform reconciliations • Reconcile Shopify, payment processors, and other sales channels against financial records • Investigate and resolve discrepancies in financial data Reporting & Finance Support • Assist in preparing monthly Management Accounts and financial reports • Support the preparation of financial summaries, reports, and internal dashboards • Provide data and documentation required for audits, compliance, and reporting processes • Assist with budgeting and forecasting preparation where required • Identify cost reduction opportunities Systems & Process Support • Work with finance systems and internal tools to maintain accurate financial data • Help improve financial processes and documentation as the business scales • Support finance-related administrative tasks across multiple brands • Collaborate with operations and e-commerce teams to ensure financial accuracy in sales reporting Operational Finance Support • Assist with monitoring cash flow and payment schedules • Maintain organised financial records and documentations • Ensure financial procedures are followed consistently across brands