The Role
As a critical member of the Conversion Operations team, you will provide extensive support to our Fidelity Enterprise partners across all Conversion, Deconversion and Bulk Asset Transfer events. The analyst will engage with our internal business partners to ensure we meet and or exceed client expectations related to the coordination, transition, and reconciliation of client assets onto or away from the Fidelity platform. You will coordinate the transfer of various product types with prominent levels of speed and accuracy. Associates will monitor the handling of transactions to ensure compliance with established standards; resolve or coordinate resolution for complex customer transaction issues. You will provide analytical insight and troubleshoot complex issues and problems. Issues can span across multiple functions. The Analyst will support multiple initiatives at the same time and integrates them into a comprehensive plan, while meeting business priorities and adjusts work effort accordingly. You will continuously review assigned processes for improvement opportunities, make recommendations for process improvement work collectively to increase business results. Our objective is to provide the underlying client with a smooth and flawless transition.
Conversion Operations is part of the Operations and Service Group. As a member of the team, the Analyst will support the bulk transfer of client positions and balances for multiple business segments, including National Financial Services, Fidelity Brokerage and Wealth. We coordinate and process the transfer of securities via the Depository Trust Company, the National Security Clearing Corporation, the Option Clearing Corporation, and other utilities to achieve a positive client onboarding experience. The team plays a substantial role coordinating project efforts and completing requirements timely, while anticipating challenges and formulated solutions before the project is adversely impacted.
The base salary range for this position is $52,000-$83,000 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.
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.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Operations
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