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Principal Software Engineer- Contact Center Platform Note: Fidelity will not provide sponsorship for this role. The Role The Enterprise Contact Center Technology team is seeking a Principal Software Engineer to help design and build our next-generation, omni-channel contact center platform. This platform is built on open-source technologies and minimizes reliance on commercial software, enabling flexibility, scalability, and innovation across our contact center ecosystem. In this role, you will lead the design and development of core contact center capabilities—including call routing, queuing, reporting, workforce management, and advanced IVR—supporting voice, chat, and digital channels. You will engineer and maintain scalable components using technologies such as Asterisk, FreeSWITCH, Kamailio, WebRTC, SIP, RTP, Matrix, and Rocket.Chat, while enhancing IVR platforms with speech recognition and conversational AI integrations. You will build and expose APIs, microservices, and real-time data pipelines to enable seamless omni-channel customer interactions, and collaborate closely with platform engineering, QA, and operations teams to deliver secure, resilient, and highly available solutions. The role also includes leading migrations from legacy systems to cloud-native, open-source architectures and advancing CI/CD pipelines, automated testing, and infrastructure-as-code practices. The Expertise and Skills you Bring * 8+ years of IT experience, including deep, hands-on experience with open-source telephony and messaging technologies. * Demonstrated success building core contact center capabilities, including IVR solutions and workforce management systems. * Strong telephony engineering background, with experience designing, deploying, and troubleshooting voice platforms and protocols such as SIP, RTP, PBX, and VoIP. * Proficiency in cloud-native architectures, microservices-based development, and API design. * Experience supporting real-time communications, speech recognition, and conversational AI solutions. * Working knowledge of CI/CD pipelines, automated testing frameworks, and DevOps best practices. * Excellent communication skills and a collaborative, team-oriented mindset. The Team Enterprise Contact Center Technology delivers the world-class capabilities that connect Fidelity associates with millions of participants, members, and customers. Our team owns the voice, email, and web chat communication channels that power these interactions. Continuous improvement is core to our mission, and we seek engineers who are naturally curious, innovative, and relentlessly focused on delivering exceptional customer and associate experiences. We take pride in our engineering excellence, commitment to learning, team-first culture, and focus on delivering meaningful business value. Our platform supports over 20 million clients, processes 35+ million customer interactions annually, and operates on a 24x7 basis—making reliability, scalability, and performance critical to everything we do. Information Technology 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.

Note: Fidelity will not provide immigration sponsorship for this position In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity’s HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity’s stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team. The Expertise You Have and The Skills You Bring * Bachelor’s degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline * 5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role * You have systems and application management experience on Linux/UNIX platforms * You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure * You have experience with networking, firewalls, and load balancers * You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS * You develop advanced, customized workflows and automated processes for/with vendor applications * You have strong scripting & automation skills, specifically in Python and Ansible * You have excellent written and verbal communication skills with the ability to present to both technical and business audiences * You have demonstrated experience in leading small technical teams * You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements The Team In this position you will join Fidelity’s Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity’s business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support. Information Technology 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.

The Manager position in Asset Management Risk provides general operational risk oversight for Fidelity Digital Asset Management and related businesses. Responsibilities include gathering important industry, market, and internal data, developing tools to measure risks and trends, and evaluating how these issues may impact Asset Management, our clients, and associates. This role will be accountable for analyzing data and controls to identify emerging and significant risks, perform targeted data-driven risk assessments, and develop risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Candidates with SQL, programming, or data visualizations skills would be a plus. Strong communication, presentation and writing skills are also an important success factor. This role requires someone who is hard-working, eager to learn, and results oriented. * Analyze data and controls as well as identifying latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, analysis of data analytics and conclusions. * Actively perform proactive and targeted data analysis to identify risks for management. * Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials. * Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing. * Bachelor’s degree required * 5+ years of relevant work experience in the financial industry, crypto experience preferred * Experience in Compliance, Risk, or Operations related to crypto/blockchain products, data, services * Demonstrated analytical skills with the ability to work with and summarize data from multiple sources * Experience working with blockchain technology or related enterprises * Executive level presentation skills required * Project management experience * Experience with data analysis techniques and visualization tools (e.g., Tableau), a plus * Experience with common data science tools & languages, a plus * CFA and/or FRM certifications a plus * Foundational understanding of blockchain technology * Ability to engage with multiple teams to establish a collaborative and interdisciplinary approach * Natural intellectual curiosity, initiative, and love for learning new skills and capabilities * Skilled at operating autonomously to achieve results in a dynamic environment * Thrives in a dynamic organization where priorities shift to meet evolving business needs * Superb verbal and written communications skills * Strong data analysis skills (e.g., tools, strategies) * Staying abreast of the latest innovations across industry * Problem solver with a blend of creativity and analytical rigor Asset Management Risk, part of Fidelity’s Risk organization and aligned with Asset Management’s Compliance Risk and Business Operations Group (CRBO), provides guidance to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, its clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in strengthening their controls and processes. The base salary range for this position is $80,000-$153,000 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 ___ 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. 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. Please consult with your recruiter for the specific expectations for this position. Risk

The Role As a lead Analyst supporting the onboarding of Alternative Instruments in Fidelity Fund and Investment Operations (FFIO), this individual will serve as a vital conduit between the product delivery teams and stakeholders to ensure we meet the differentiated needs of Alternative fund structures and requirements. They will work with various internal teams to allow for the efficient functioning of this key line of business in our firm and interact daily with Alternative Investment Sponsors, clients, internal stakeholders, legal/compliance, and others. This Analyst will develop a significant internal voice on behalf of the Alternative product set and the broader FFIO organization, influencing systems and architecture solution design based on complex requirements. As a member of the team, the Principal Analyst leads initiatives with diverse scope and complexity, acting as the primary interface between end users, product management, and the systems organization. Our Analysts collaborate with business partners to assess complex business requirements and translate them into effective solutions. Finally, we support our product team’s dedication to quality by crafting and implementing tests that address business needs and ensure the delivery of solutions to our end users. The Expertise and Skills You Bring • A Bachelor’s degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems, • Five or more years of experience in Financial Services, with a strong understanding of investment instruments and financial markets, • Proven experience with, and deep understanding of, liquid alternative investments and strategies, multi-strategy funds, long/short funds, ETFs, and hedge funds, • Strong knowledge of asset management back-office operations, mutual fund accounting, complex fund structures, and derivatives, • Hands-on experience with FIS InvestOne and SS&C Geneva accounting platforms, • Ability to analyze complex and ambiguous issues, recommending creative solutions with clear and concise presentations, • A self-starter and excellent team member who is independent, collaborative, and can work with minimum supervision, • Proven expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation., • Affinity for data; where to get it, how to use it, what it means, • Ability to translate business needs into clear, actionable business and systems requirements., • A highly curious and motivated learner with strong problem-solving skills, • Strong written and verbal communication skills; Communicates clearly, concisely and impactfully to influence others, • Approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change, • Ability to navigate through ambiguous circumstances and demonstrate flexibility and adaptability to keep pace, make progress and bring others along, • A growth mentality with a passion for continuous learning and development, • Able to understand the technology and software architecture of an application, • Excellent planning, organizational, and time management skills The Team The Business Unit: Fidelity Fund and Investment Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. These services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products; preparing fund financial statements, dividend estimates and tax returns; monitoring delivery of fund trades to custodian banks; processing corporate actions; collecting securities income on behalf of the funds; reconciling, reporting and moving money in support of fund shareholder transactions; and managing fund liquidity. The Center of Excellence: The Principal Analyst will belong to our Business Analysis Center of Excellence. We are insatiably curious analysts who, together with our squads, apply our unique business and technical subject matter expertise to build and deploy financial technology for evolving customer needs. As a team, we solve business problems by having a steadfast commitment to developing our people. #FFIOAlts #FidelityAlts Product Management 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.

The Role You are a people‑focused leader ready to take the next step in management. This role is an exciting opportunity for someone who enjoys coaching, influencing outcomes, and leading others through change. You will guide and support a team of 10–15 associates, helping them deliver strong results while growing their skills and confidence. In this role, you’ll create an environment where associates feel supported, encouraged, and empowered to do their best work. You’ll coach key behaviors, foster collaboration, and help the team adapt in a fast‑moving business. You’ll also play a meaningful role in shaping customer experience and driving improvements through process optimization and technology partnerships. This position offers hands‑on leadership experience within Alternative Investments—one of the fastest‑growing and most in‑demand areas in the financial services industry. If you have a strong foundation in brokerage operations and want to expand your impact, build leadership capability, and learn a complex asset class that is highly valued across the market, this role offers a compelling career path. The Expertise and Skills You Bring * 4+ years of experience in brokerage operations * 2+ years of team lead or people‑management experience preferred * Interest in learning or growing expertise in Alternative Investments (experience is a plus) * College degree or equivalent work experience * Series 7 or 99 license (or ability to obtain within 90 days of hire) * Strong problem‑solving skills with the ability to think creatively and drive solutions * Clear, effective communication skills and the ability to influence others * Flexibility and adaptability in a changing business environment * Ability to build relationships and collaborate across teams * Desire to coach, develop, and support others in their professional growth The Team The Trading team supports the purchase and sale of complex Alternative Investment products, including hedge funds, non‑publicly traded REITs, funds of funds, private investment funds, and other asset classes. The team partners closely with client, product sponsors and internal stakeholders to research transactions, resolve complex issues, and ensure accurate, timely outcomes. As a leader on this team, you’ll manage associates who support over $100B in customer assets and operate in a space where expertise is in high demand across the industry. Alternative Investments are complex and evolving, and this role provides hands‑on exposure to specialized operations, process improvement, and opportunities to introduce automation and drive better client outcomes. This is a strong opportunity to grow as a people leader while building valuable experience in one of the most dynamic areas of financial services. Brokerage Operations 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.

Principal Full Stack Engineer- Alternative Investments Note: Fidelity will not provide immigration sponsorship for this position. The Role The Fidelity Fund and Investment Operations (FFIO) technology team is looking for a Principal Full Stack Engineer to collaborate and deliver the top quality scalable systems solutions. You will serve as a Technical Lead working closely with the Tech Lead, Product Owners, and Architects to define and implement technical strategies and design solutions. You will be responsible for designing and building high-quality solutions that align with the technology blueprint and standard development processes. This includes collaborating closely with architects to solve complex business challenges and contributing significantly to design strategies and development efforts to ensure quality outcomes. Leveraging your business knowledge, you will translate divisional initiatives into effective software solutions by developing sophisticated or multi-component applications and evaluating alternative approaches. Additionally, you will analyze and recommend improvements to development policies, procedures, standards, and strategies, providing valuable insights to both technical experts and management. The Expertise and Skills You Bring * Over 10 years of experience including the development of Java-based and messaging-driven applications, with expertise in Spring, Spring Boot, API design, and multi-layered Java/J2EE architectures * Experience in the financial services industry, preferably in the Asset Management Technology experience with exposure to Alternative Investing in areas like Derivatives, Liquid Alts and Private Equity * Proven ability to provide technical leadership and mentor junior team members * Hands-on experience with cloud platforms and container technologies including AWS, Azure, Docker, and Kubernetes * Skilled in CI/CD tools and practices such as GitHub, Jenkins, uDeploy, and Stash * Strong understanding of relational databases, SQL, and ORM frameworks like JPA and Hibernate * Proficient in designing and implementing REST APIs and microservices * Experienced in database schema design, PL/SQL, stored procedures, and transactional SQL in DB2/Oracle * Deep knowledge of Git and branching strategies * Adept at resolving complex technical roadblocks across multiple technologies * Committed to code quality through effective code reviews, unit testing, and integration testing * Experienced in coordinating technical deliverables across internal and external teams * Contributor to process improvement initiatives to enhance team velocity * Highly productive in agile project delivery environments * Collaborative with DevOps teams to implement CI/CD pipelines, analyze code quality with Sonar, and manage resiliency and service processes using HP Operations Orchestration, HP Service Manager, and ServiceNow * Experience in project and people management is a strong plus. * BS degree in Computer Science or Software Engineering or equivalent experience The Team Fidelity Fund & Investment Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. These services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products, preparing fund financial statements, dividend estimates and tax returns, monitoring delivery of fund trades to custodian banks, processing corporate actions, collecting securities income on behalf of the funds, reconciling, reporting and moving money in support of fund shareholder transactions, and managing fund liquidity. #FidelityAlts #FFIOAlts Information Technology 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.

The Role As a lead Analyst supporting the onboarding of Alternative Instruments in Fidelity Fund and Investment Operations (FFIO), this individual will serve as a vital conduit between the product delivery teams and stakeholders to ensure we meet the differentiated needs of Alternative fund structures and requirements. They will work with various internal teams to allow for the efficient functioning of this key line of business in our firm and interact daily with Alternative Investment Sponsors, clients, internal stakeholders, legal/compliance, and others. This Analyst will develop a significant internal voice on behalf of the Alternative product set and the broader FFIO organization, influencing systems and architecture solution design based on complex requirements. As a member of the team, the Principal Analyst leads initiatives with diverse scope and complexity, acting as the primary interface between end users, product management, and the systems organization. Our Analysts collaborate with business partners to assess complex business requirements and translate them into effective solutions. Finally, we support our product team’s dedication to quality by crafting and implementing tests that address business needs and ensure the delivery of solutions to our end users. The Expertise and Skills You Bring • A Bachelor’s degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems, • Five or more years of experience in Financial Services, with a strong understanding of investment instruments and financial markets, • Proven experience with Private Equity, Private Debt, and other Alternative investment structures, • Deep understanding of private market structures such as Limited Partnerships, REITs, BDCs, private lending funds, CDOs, and CLOs, • Strong knowledge of asset management back-office operations, mutual fund accounting, complex fund structures, and derivatives, • Hands-on experience with FIS InvestOne and SS&C Geneva accounting platforms, • Ability to analyze complex and ambiguous issues, recommending creative solutions with clear and concise presentations, • A self-starter and excellent team member who is independent, collaborative, and can work with minimum supervision, • Proven expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation., • Affinity for data; where to get it, how to use it, what it means, • Ability to translate business needs into clear, actionable business and systems requirements., • A highly curious and motivated learner with strong problem-solving skills, • Strong written and verbal communication skills; Communicates clearly, concisely and impactfully to influence others, • Approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change, • Ability to navigate through ambiguous circumstances and demonstrate flexibility and adaptability to keep pace, make progress and bring others along, • A growth mentality with a passion for continuous learning and development, • Able to understand the technology and software architecture of an application, • Excellent planning, organizational, and time management skills The Team The Business Unit: Fidelity Fund and Investment Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. These services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products; preparing fund financial statements, dividend estimates and tax returns; monitoring delivery of fund trades to custodian banks; processing corporate actions; collecting securities income on behalf of the funds; reconciling, reporting and moving money in support of fund shareholder transactions; and managing fund liquidity. The Center of Excellence: The Principal Analyst will belong to our Business Analysis Center of Excellence. We are insatiably curious analysts who, together with our squads, apply our unique business and technical subject matter expertise to build and deploy financial technology for evolving customer needs. As a team, we solve business problems by having a steadfast commitment to developing our people. #FFIOAlts #FidelityAlts Product Management 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.

The Role We are seeking a Director of Alternative Investments & Regulatory Reporting, who will be responsible for assessing how new investments and changing requirements affect the regulatory reports and filings produced by the Shareholder Reporting Team. Primary areas for evaluation will include complex instruments (e.g., derivatives, short securities, alternative and digital assets), emerging regulatory changes (e.g., new SEC rules, US GAAP accounting and reporting updates) and complex and innovative products. You will assemble critical information and coordinate comprehensive end to end analyses for production team leads to interpret impacts. • Get up-to-speed quickly on a variety of critical new requirements ranging from complex instruments to regulations and authoritative guidance., • Create requirement summaries to inform the broader Shareholder Reporting staff and to highlight impacted products and deliverables., • Facilitate meetings and collaborate with internal team leaders to capture operational demands of new requirements across the Shareholder Reporting production teams., • Summarize and communicate impacts of new requirements to Senior Management and key business partners., • Coordinate and maintain documentation for ongoing reference and to support implementation of new and changed processes., • Coordinate and deliver training that improves Shareholder Reporting staff’s conceptual understanding of new and changing requirements., • Bachelor’s Degree or equivalent experience, • 8+ years of experience preferred including financial services experience with an asset manager, audit firm or custodian bank, preferably in administration for investment funds., • CPA preferred, • Familiarity with regulatory reports and filings for investment companies including their operational support processes., • Investment product knowledge including investment structures and their regulatory and compliance frameworks., • Research skills including the ability to capture information about a topic, review that information and analyze and interpret the details in a way to support a solution., • Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines., • Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. The Team In Shareholder Reporting, we are on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team, Requirements & Standards (R&S), is part of the Fidelity Fund and Investment Operations (FFIO) organization and supports Shareholder Reporting as a central service team passionate about intaking new work to help expand Shareholder Reporting’s capabilities and to accelerate operational readiness for new products and requirements. The team interacts with many groups within the Fidelity organization and effectively represents the business to customers and business partners. #FFIOALTS #Fidelityalts Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made. Investment Operations 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.

Summary Operations & Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily. The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously. Attention to detail and accuracy is will be must for this role. The associate should be capable of dealing high volume workloads as well as managing multiple client requests/issues that must be completed within a tight timeframe. The associate will also be responsible for monitoring adherence to internal guidelines in addition to building and maintaining strong relationships while providing a superior level of customer service. In this position, the associate will be responsible for having the technical expertise to respond to inquiries related to transaction processing. The ideal candidate will detailed oriented and possess excellent interpersonal and communication skills, the ability and desire to learn new functions and the ability to communicate both verbally and in writing. Responsibilities * Process alternative investment subscription, redemption and transfer transactions * Meet transaction processing deadlines * Ensure alternative investment policy and procedures are followed and paperwork requirements are met * Problem resolution * Provide clear and concise communication to internal and external business partners * Track and monitor outstanding issues and provide timely updates Qualifications * College degree preferred * Prior experience with the alternative investment product is preferred * 2+ years brokerage operations experience, or 5+ work related experience is preferred * Mutual fund operations experience will be considered in lieu of alternative investment experience. Skills and Knowledge * Passion for Service * Detail oriented * Proficient transaction processor * Excellent writing skills * Ability to learn quickly * Ability to thrive in a fast paced environment * Strong organizational and multi-tasking skills The base salary range for this position is $44,000-80,000 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 ___ 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. Brokerage Operations

Job Description job summary: Actively participates in the marketing and business development programs of CBTx. Is responsible for accomplishing marketing objectives and sales goals relating to commercial deposits, merchant image capture, ATM merchant sites, credit card merchant services and expanding commercial relationships. Plans and implements solicitation and retention programs to attract and retain profitable deposit accounts from commercial and nonprofit organizations. Plans and leads activities designed to create and maintain a favorable public image for CBTx within assigned market area. Organizes and participates in community outreach and educational programs within designated market area focused on non-profit and community groups serving low to moderate-income communities that achieve CBTx's CRA goals. principal duties and responsibilities: • Assist in the supervision and development of social and civic employee involvement programs., • Assist the EVP in collaboration with the CRA Officer, with the CRA Program., • Assists in design and marketing of deposit products and services to ensure customer satisfaction and CBTx profitability within the assigned market area. Recommends upgrades, elimination or future development of under-performing products and services and development or introduction of new products and services to his/her Market President. Assists with market research, customer surveys, and competitive analysis of financial services., • Reviews membership lists, database records, newspapers, etc. for business development and marketing prospect leads. Uses multiple communication channels including telephone, email, direct mail, and on site visits to generate and pursue sales leads. Makes retention and business development calls on existing and prospective business and non-profit organization customers. Identifies business needs and recommends ways in which CBTx can satisfy those needs. Refers commercial loans and other services as appropriate. Develops and strengthens relationships through follow-up with potential customers., • Provides extensive personalized service to depositors with specific or special banking needs. Provides account and product information and advice, including account resolution suggestions and other information, to assigned customers. Meets with and assists potential customers with paperwork or actions required to complete customer account records or establish new accounts., • Develops and maintains business relationships with CBTx business unit managers. Provides leadership and mentoring to other CBTx employees, including sales assistance and training. Networks with peers in CBTx by reviewing records and discussing new accounts. Attends branch sales meetings and communicates marketing information relating to the abilities, features and capabilities CBTx banking applications and services. Assists in the implementation and coordination of a Bank-wide business development call program., • Conducts regular sales meetings with branch staff to answer questions, exchange information and resolve problems. Assists Branch Managers with the development of branch sales plans and assists with promotional efforts to meet sales goals. Meets regularly with branch management to coordinate sales and promotional strategies and programs. Arranges meetings between clients or prospective clients and appropriate CBTx representative., • Documents sales calls and prepares monthly reports for management regarding results, service satisfaction levels, and market opportunities. Is responsible for the achievement of marketing goals and the retention of profitable commercial customers., • Establishes and maintains contacts and favorable working relationships with retail merchants, medical doctors, attorneys, and other professional service providers and referral sources within assigned market area to assure a favorable image of CBTx, to provide information regarding current CBTx deposit and loan products and services, and to obtain marketing referrals., • Stays aware of significant life events relating to CBTx customers in assigned market area and coordinates CBTx recognition, cards, and flowers for special events or occasions such as grand openings, ribbon cuttings, weddings, hospitalizations, and funerals., • Assists Market President and CBTx's CRA Officer with public relations activities within the market area and CBTx's annual CRA plan and initiatives, and with communicating the Bank's CRA-related programs. Develops, implements and monitors community relations programs within designated area to enhance CBTx's CRA performance through communication and partnership efforts with local non-profit organizations as well as other community organizations. Represents CBTx at community events such as business grand openings, charitable fundraising events and recognition or award banquets., • Plans, organizes, and leads programs to increase profitable relations developed through CBTx sponsored travel club. Organizes and coordinates events, group activities, and trips. Frequently travels with travel club members as the CBTx representative or host., • Maintains industry contacts to more closely follow industry issues and trends, and to expand professional expertise., • Performs other duties as assigned. PERFORMANCE STANDARDS: Quality of work: Work output is good, accurate, neat, planned, and organized. Uses reasonable diligence and skill in performing duties and work assigned. Minimal follow up is required. Consistently meets commitments in a timely manner. Makes sound decisions and within scope of authority, assumes responsibility for actions. Complies with all lawful and clearly stated instructions and with CBTx policies and procedures and regulatory requirements. Inspects work area and equipment. Corrects or notifies supervisor and co-workers about any unsafe conditions. Performs planning, organizing, and leadership in a skillful and innovative manner and achieves goals and objectives for area of responsibility. Productivity: Industrious and efficient. Maintains a high level of work output. Can be depended upon to complete assignments on schedule. Assumes full responsibility for completion of assigned duties. Regularly meets or exceeds goals and objectives related to assigned tasks or responsibilities. Customer satisfaction: Continually display a courteous and helpful level of enthusiasm, and service knowledge with customers. Identifies and solves problems within a reasonable time frame with minimal assistance. Greets customers by name and creates a high level of customer satisfaction. Working Relationships: Establishes and maintains positive relationships and credibility with others inside and outside of the Bank that encourages and enables future work and cooperation with the same people. Provides a good example for other team members to follow. Notifies his or her supervisor of all significant or material matters that comes to his or her attention concerning the quality of work assigned, business opportunities for CBTx, or unusual risks. Contribution to Organizational Goals: Regularly participates in and supports actions and programs to position CBTx as the "preferred financial services provider" including high customer satisfaction, service innovation, a positive work environment, equal employment opportunity, and CRA objectives. Displays personal behavior that contributes to a favorable Bank image. Respects the property rights of others and protects the confidentiality of all intellectual property or trade secrets of CBTx and the financial data and personal information of CBTx customers and suppliers. Makes no request or demand upon any other employee or customer of CBTx for anything or act that would be unlawful, unethical, unprofessional, immoral, or in violation of any policy or procedure of CBTx. Is loyal in all fiducial relationships concerning CBTx and acts appropriately to account for and protect all property and money received, entrusted by, or paid out on behalf of CBTx. May represent CBTx in community affairs and civic organizations. Attendance: Prompt and regular in attendance. Very seldom absent or tardy. minimum qualification: Bachelor's degree in communications, marketing, finance, or related field or equivalent work and educational experience. Three or more years sales and marketing experience in the banking or financial services industry. Ability to effectively communicate ideas, business solutions, sales presentations. Strong verbal and written communication skills in the English language sufficient to create and present effective and grammatically correct marketing and sales proposals. Ability to read and understand procedure manuals relating to job duties and responsibilities. Proficient in computers software applications, particularly Word, PowerPoint, and other marketing and presentation software. Ability to work and timely complete tasks with numerous interruptions and minimal supervision and direction. Ability to negotiate profitable contracts and agreements with merchants and landlords. Ability to organize tasks and write clear instructions and make effective marketing presentations. Ability to accurately perform addition, subtraction, and mathematical calculations. Flexibility in working situations with the ability and willingness to work varying locations, and hours, including evenings and weekends. Individual in this position often works at other branch sites as needed and makes presentations at prospect's business location. Ability and willingness to travel with customer groups on scheduled travel club trips. U.S. Citizen or legally quailed to reside and work in the United States. Over the age of 18 and not disqualified from fidelity bond coverage. CBTx supports an equal employment opportunity workplace which includes reasonable accommodation of otherwise qualified applicants and employees. Please discuss any questions or requests about this policy or your job duties with your supervisor