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<br><h4>Description</h4><strong>Purpose:</strong><br> The role focuses on designing, developing, and deploying automation solutions using Microsoft Co-Pilot and the Power Platform suite (Power Automate, Power Apps, Power BI, and SharePoint). Key responsibilities include creating data-driven dashboards and reports, maintaining and troubleshooting automation systems, and collaborating with cross-functional teams to identify and implement automation opportunities. The role also involves applying industry best practices, conducting performance assessments, maintaining documentation, training staff on automation tools, and ensuring all solutions comply with Fidelity standards.<br><strong>Responsibilities &amp; Duties</strong><ul><li>Design, develop, and deploy automation solutions using Microsoft Co-Pilot and Power Platform (Power Automate, Power Apps, Power BI + SharePoint). </li><li>Develop dashboards and reports using Power BI to enable data-driven decision-making. </li><li>Maintaining and troubleshooting existing automation infrastructure </li><li>Collaborating with other departments to solution automation needs and solutions </li><li>Implementing industry best practices for automation </li><li>Conducting regular system performance assessments </li><li>Writing and updating documentation for automation processes </li><li>Training staff on the use and benefits of automation systems </li><li>Ensuring compliance with Fidelity standards </li></ul><strong>Qualifications &amp; Skills</strong><ul><li>Bachelor’s degree in information technology, Computer Science, or related field OR appropriate Certification in automation engineering or related fields </li><li>Minimum of 3 years of experience working with Microsoft 365 and Power Platform tools </li><li>Strong interpersonal and communication skills to translate business needs into technical solutions </li><li>Strong experience with Power Automate, Power Apps, SharePoint Online, and Teams </li><li>Ability to work independently and manage multiple priorities in a dynamic environment </li><li>Proven track record of successful automation project implementations </li><li>Experience with data analytics and process optimization </li><li>Excellent communication and interpersonal skills </li><li>Strong analytical and problem-solving abilities </li><li>Bachelor’s degree or Certifications in engineering, Computer Science, or related field </li><li>Minimum of 3-5 years’ experience in automation or related roles </li><li>Proficient in automation and control systems </li><li>Excellent attention to detail </li><li>Ability to work independently and in a team environment </li></ul><strong>How Your Work Impacts the Organization</strong><br> Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and enhancements to existing products.                                                            <br>

Fidelity TalentSource

SharePoint & Power Automation Technician

<br><h4>Description</h4>                Are you interested in working in a fast paced, evolving organization? The Data Exchange Consultant is a member of the Data Ops organization responsible for working directly with WI clients and their vendors, coordinating the transition or changes to their inbound and outbound data payroll files. <ul><li>We review and analyze the standard payroll needs of the Plan Sponsor to determine accurate fit for desired Fidelity services. </li><li>We establish all ongoing payroll processing to and from the client’s payroll vendor (ADP, UKG, Paylocity, Workday, etc) and Fidelity, as well as define and request payroll systems improvements required for ongoing Plan processing. </li></ul> The Expertise and Skills We’re Looking For <ul><li>Validated experience in the retirement market, client service or implementation process is a plus! </li><li>Understanding of requirements from a client, interpreting those requirements and completing a plan to establish the integration to satisfy the requirements. </li><li>Experience interacting with external clients and internal business partners </li><li>Validated problem solving and client management abilities with the foresight to anticipate potential problems and to plan for such events. </li><li>Excellent written and oral communication skills </li><li>A strong professional reputation of building credibility and trust with diverse clients </li><li>Prioritize multiple concurrent objectives, projects, tasks, and can make effective judgments on their prioritization and time allocation </li><li>Self-starter, self-managed, and motivated with the ability to work independently to deliver results </li></ul><strong>The Team</strong><br> Our vision is to deliver outstanding customer experience for all plan sponsors while enabling Fidelity to deliver better outcomes through proactive management of client data issues. As part of the team, we participate in the discovery process with the Client, Prior Recordkeeper, and Payroll Vendor to collect all data vital to complete the Implementation Project. We act as the primary point of contact for the client on the integration of their payroll system with Fidelity. We strive to provide outstanding execution and service and are devoted to client level initiatives that improve the overall health of data at Fidelity                                                            <br>

Data Exchange Consultant

Are you interested in working in a fast paced, evolving organization? The Data Exchange Consultant is a member of the Data Ops organization responsible for working directly with WI clients and their vendors, coordinating the transition or changes to their inbound and outbound data payroll files. <ul> <li>We review and analyze the standard payroll needs of the Plan Sponsor to determine accurate fit for desired Fidelity services. </li><li>We establish all ongoing payroll processing to and from the client’s payroll vendor (ADP, UKG, Paylocity, Workday, etc) and Fidelity, as well as define and request payroll systems improvements required for ongoing Plan processing. </li></ul> The Expertise and Skills We’re Looking For <ul> <li>Validated experience in the retirement market, client service or implementation process is a plus! </li><li>Understanding of requirements from a client, interpreting those requirements and completing a plan to establish the integration to satisfy the requirements. </li><li>Experience interacting with external clients and internal business partners </li><li>Validated problem solving and client management abilities with the foresight to anticipate potential problems and to plan for such events. </li><li>Excellent written and oral communication skills </li><li>A strong professional reputation of building credibility and trust with diverse clients </li><li>Prioritize multiple concurrent objectives, projects, tasks, and can make effective judgments on their prioritization and time allocation </li><li>Self-starter, self-managed, and motivated with the ability to work independently to deliver results </li></ul> <strong>The Team</strong><br> Our vision is to deliver outstanding customer experience for all plan sponsors while enabling Fidelity to deliver better outcomes through proactive management of client data issues. As part of the team, we participate in the discovery process with the Client, Prior Recordkeeper, and Payroll Vendor to collect all data vital to complete the Implementation Project. We act as the primary point of contact for the client on the integration of their payroll system with Fidelity. We strive to provide outstanding execution and service and are devoted to client level initiatives that improve the overall health of data at Fidelity

<strong>Purpose:</strong><br> The role focuses on designing, developing, and deploying automation solutions using Microsoft Co-Pilot and the Power Platform suite (Power Automate, Power Apps, Power BI, and SharePoint). Key responsibilities include creating data-driven dashboards and reports, maintaining and troubleshooting automation systems, and collaborating with cross-functional teams to identify and implement automation opportunities. The role also involves applying industry best practices, conducting performance assessments, maintaining documentation, training staff on automation tools, and ensuring all solutions comply with Fidelity standards.<br> <strong>Responsibilities &amp; Duties</strong> <ul> <li>Design, develop, and deploy automation solutions using Microsoft Co-Pilot and Power Platform (Power Automate, Power Apps, Power BI + SharePoint). </li><li>Develop dashboards and reports using Power BI to enable data-driven decision-making. </li><li>Maintaining and troubleshooting existing automation infrastructure </li><li>Collaborating with other departments to solution automation needs and solutions </li><li>Implementing industry best practices for automation </li><li>Conducting regular system performance assessments </li><li>Writing and updating documentation for automation processes </li><li>Training staff on the use and benefits of automation systems </li><li>Ensuring compliance with Fidelity standards </li></ul> <strong>Qualifications &amp; Skills</strong> <ul> <li>Bachelor’s degree in information technology, Computer Science, or related field OR appropriate Certification in automation engineering or related fields </li><li>Minimum of 3 years of experience working with Microsoft 365 and Power Platform tools </li><li>Strong interpersonal and communication skills to translate business needs into technical solutions </li><li>Strong experience with Power Automate, Power Apps, SharePoint Online, and Teams </li><li>Ability to work independently and manage multiple priorities in a dynamic environment </li><li>Proven track record of successful automation project implementations </li><li>Experience with data analytics and process optimization </li><li>Excellent communication and interpersonal skills </li><li>Strong analytical and problem-solving abilities </li><li>Bachelor’s degree or Certifications in engineering, Computer Science, or related field </li><li>Minimum of 3-5 years’ experience in automation or related roles </li><li>Proficient in automation and control systems </li><li>Excellent attention to detail </li><li>Ability to work independently and in a team environment </li></ul> <strong>How Your Work Impacts the Organization</strong><br> Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and enhancements to existing products.

<br><h4>Description</h4><p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for Brokerage Operations Representatives to work in Salt Lake City, Utah, Covington, KY, and Westlake, TX!</p><h4><strong>The Role</strong></h4><p>The focus of the Brokerage Operations Representative is to provide outstanding customer service to Fidelity shareholders by accurately establishing and updating brokerage accounts and all related features. Responsibilities include accurately processing client’s requests received through various channels. You will not be responsible for handling inbound client phone calls</p><h4><strong>The Expertise and Skills You Bring</strong></h4><ul><li>Bachelor’s degree OR equivalent work experience. </li><li>Financial services experience helpful and preferred. </li><li>1-2 years of experience in a customer service environment or transaction processing. </li><li>You have an outstanding ability to use your time effectively and are well organized </li><li>You have a strong analytical ability with great attention for detail </li><li>Your ability to detect high risk situations or problems and exercise your best judgment to react appropriately </li><li>Your robust verbal and written communication skills, and interpersonal skills </li><li>Your proven work ethic and ability to work in a fast-paced environment to meet processing timeframes </li><li>You’re able to be flexible and calmly adapt to new changes </li><li>Your ability to receive and implement feedback in a prompt manner </li></ul><h4><strong>The Team</strong></h4><p>The Brokerage Operations organization is comprised of several middle office functions that support Fidelity’s Wealth and Brokerage associates and Retail end-clients with new accounts, inbound transfer of assets, and account features.</p><h4><strong>COVID Work Policy</strong></h4><p>Safety is our top priority. Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role.</p><h4><strong>Dynamic Working – Post Pandemic</strong></h4><p>Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.</p><p>Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.</p>

Brokerage Operations Representative

<br><h4>Description</h4><strong>The Role</strong><br> We provide CRM solutions that enable thousands of Workplace Investing (WI) associates in the acquisition of new business and the daily support of our valued clients. We use the full capabilities of the Salesforce Platform to create or improve solutions that help WI meet our client acquisition, servicing, and retention goals. <ul><li>Working within an agile team, build solutions on the Salesforce.com Platform while considering reuse, speed to market, and technical excellence </li><li>Collaborate with business partners, architects, analysts, and engineers to design solutions </li><li>Provide recommendations into overall technical architecture, standards &amp; practices, and release process for Salesforce.com development </li><li>Collaborate and provide solution to the problems and team members. </li></ul><strong>The Expertise and Skills You Bring</strong><ul><li>Bachelor’s or post-primary degree in a Technology-related subject area. </li><li>7+ years of development experience with 2+ in Salesforce. </li><li>Salesforce Platform Developer 1 and Salesforce Administrator certification preferred </li><li>Expertise building Salesforce.com solutions using low code (e.g. Flows) and pro code (Apex and Lightning Web Components) capabilities. </li><li>Great communicator and have a real customer-centric mind-set. </li><li>Analytical, engineering, problem solving and organizational skills. </li><li>Publishes clear and concise design documentation. </li><li>Participates in and contributes to formal reviews of architecture, design, and code. </li><li>Personal willingness to learn additional skills as required to solution business requirements. </li><li>Enthusiasm to contribute as an agile team member and to complete tasks outside of primary role, such as business analysis or quality testing, when needed for success of the team. </li></ul><strong>The Team</strong><br> Your work will support the client and associate experience for Fidelity’s Workplace Investing business. Workplace Investing (WI) helps millions of people save and invest through workplace savings plans. WI builds lifetime relationships with customers and provides employers with cost-effective, integrated employee benefit solutions.                                                            <br>

Salesforce Developer

<p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for Brokerage Operations Representatives to work in Salt Lake City, Utah, Covington, KY, and Westlake, TX!</p> <h3><strong>The Role</strong></h3> <p>The focus of the Brokerage Operations Representative is to provide outstanding customer service to Fidelity shareholders by accurately establishing and updating brokerage accounts and all related features. Responsibilities include accurately processing client’s requests received through various channels. You will not be responsible for handling inbound client phone calls</p> <h3><strong>The Expertise and Skills You Bring</strong></h3> <ul> <li>Bachelor’s degree OR equivalent work experience. </li><li>Financial services experience helpful and preferred. </li><li>1-2 years of experience in a customer service environment or transaction processing. </li><li>You have an outstanding ability to use your time effectively and are well organized </li><li>You have a strong analytical ability with great attention for detail </li><li>Your ability to detect high risk situations or problems and exercise your best judgment to react appropriately </li><li>Your robust verbal and written communication skills, and interpersonal skills </li><li>Your proven work ethic and ability to work in a fast-paced environment to meet processing timeframes </li><li>You’re able to be flexible and calmly adapt to new changes </li><li>Your ability to receive and implement feedback in a prompt manner </li></ul> <h3><strong>The Team</strong></h3> <p>The Brokerage Operations organization is comprised of several middle office functions that support Fidelity’s Wealth and Brokerage associates and Retail end-clients with new accounts, inbound transfer of assets, and account features.</p> <h3><strong>COVID Work Policy</strong></h3> <p>Safety is our top priority. Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role.</p> <h3><strong>Dynamic Working – Post Pandemic</strong></h3> <p>Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.</p> <p>Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.</p>

<strong>The Role</strong><br> We provide CRM solutions that enable thousands of Workplace Investing (WI) associates in the acquisition of new business and the daily support of our valued clients. We use the full capabilities of the Salesforce Platform to create or improve solutions that help WI meet our client acquisition, servicing, and retention goals. <ul> <li>Working within an agile team, build solutions on the Salesforce.com Platform while considering reuse, speed to market, and technical excellence </li><li>Collaborate with business partners, architects, analysts, and engineers to design solutions </li><li>Provide recommendations into overall technical architecture, standards &amp; practices, and release process for Salesforce.com development </li><li>Collaborate and provide solution to the problems and team members. </li></ul> <strong>The Expertise and Skills You Bring</strong> <ul> <li>Bachelor’s or post-primary degree in a Technology-related subject area. </li><li>7+ years of development experience with 2+ in Salesforce. </li><li>Salesforce Platform Developer 1 and Salesforce Administrator certification preferred </li><li>Expertise building Salesforce.com solutions using low code (e.g. Flows) and pro code (Apex and Lightning Web Components) capabilities. </li><li>Great communicator and have a real customer-centric mind-set. </li><li>Analytical, engineering, problem solving and organizational skills. </li><li>Publishes clear and concise design documentation. </li><li>Participates in and contributes to formal reviews of architecture, design, and code. </li><li>Personal willingness to learn additional skills as required to solution business requirements. </li><li>Enthusiasm to contribute as an agile team member and to complete tasks outside of primary role, such as business analysis or quality testing, when needed for success of the team. </li></ul> <strong>The Team</strong><br> Your work will support the client and associate experience for Fidelity’s Workplace Investing business. Workplace Investing (WI) helps millions of people save and invest through workplace savings plans. WI builds lifetime relationships with customers and provides employers with cost-effective, integrated employee benefit solutions.

<br><h4>Description</h4><p>The Production Associate is responsible for the setup and deployment of participant communications in partnership with the Workplace Investing and Personal Investing organizations and outside vendors. The associate will work with various internal business partners, including Communication Consultants/Analysts, Project Managers, Campaign Managers, and Operations to set up, edit and handle content, and ensure timely delivery of communications. The messaging and material may be informative, regulatory or services in nature.</p><ul><li>Build or edit content related to participant communications, including email, web or print communications using templates with minor HTML and CSS modification </li><li>Setup, configure and publish content to be executable for deployment </li><li>Quality check content, as needed </li><li>Work with requestors to gain approvals of communications </li><li>Work with internal business partners to clarify requirements, prioritize delivery and schedule communications </li></ul><h4><strong>The Expertise and Skills You Bring </strong></h4><ul><li>Strong organizational, interpersonal and project management skills </li><li>Ability to handle and service multiple projects on a timely basis and produce accurate output </li><li>Attention to detail </li><li>Customer service skills </li><li>Quality Assurance skills/awareness </li><li>Inclination toward active learning </li><li>Ability to work under pressure to satisfy tight project deadlines </li><li>Ability to work in a fast paced, high volume production environment </li><li>Written and verbal communication skills to interact with internal business partners </li><li>MS Office skills </li><li>Salesforce, C360 and SDL Tridion experience a plus </li><li>HTML/CSS experience a plus </li></ul><h4><strong>The Team</strong></h4><p>We support a variety of business partners within the WI Business Unit with their participant communications needs. Our job is to ensure we complete quality communications in a timely manner for our business partners. We also provide consultative solutions while partnering with our technologies team to meet participant communications needs through several electronic and paper channels. Your role will require you to be highly engaged with an ability to think on your feet and prioritize multiple tasks independently throughout the course of your workday!</p>

Production Associate

<p>The Production Associate is responsible for the setup and deployment of participant communications in partnership with the Workplace Investing and Personal Investing organizations and outside vendors. The associate will work with various internal business partners, including Communication Consultants/Analysts, Project Managers, Campaign Managers, and Operations to set up, edit and handle content, and ensure timely delivery of communications. The messaging and material may be informative, regulatory or services in nature.</p> <ul> <li>Build or edit content related to participant communications, including email, web or print communications using templates with minor HTML and CSS modification </li><li>Setup, configure and publish content to be executable for deployment </li><li>Quality check content, as needed </li><li>Work with requestors to gain approvals of communications </li><li>Work with internal business partners to clarify requirements, prioritize delivery and schedule communications </li></ul> <h3><strong>The Expertise and Skills You Bring </strong></h3> <ul> <li>Strong organizational, interpersonal and project management skills </li><li>Ability to handle and service multiple projects on a timely basis and produce accurate output </li><li>Attention to detail </li><li>Customer service skills </li><li>Quality Assurance skills/awareness </li><li>Inclination toward active learning </li><li>Ability to work under pressure to satisfy tight project deadlines </li><li>Ability to work in a fast paced, high volume production environment </li><li>Written and verbal communication skills to interact with internal business partners </li><li>MS Office skills </li><li>Salesforce, C360 and SDL Tridion experience a plus </li><li>HTML/CSS experience a plus </li></ul> <h3><strong>The Team</strong></h3> <p>We support a variety of business partners within the WI Business Unit with their participant communications needs. Our job is to ensure we complete quality communications in a timely manner for our business partners. We also provide consultative solutions while partnering with our technologies team to meet participant communications needs through several electronic and paper channels. Your role will require you to be highly engaged with an ability to think on your feet and prioritize multiple tasks independently throughout the course of your workday!</p>

20 Full Time Jobs in Covington, KY, USA