Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

The Role:

As Director of Community and Social Impact Communications, you will engage and inspire associates and leaders to make a difference in the communities where we live and work.

You will work in close partnership with Fidelity’s Community Relations, Social Impact, Diversity and Inclusion, and Communications teams to develop and coordinate omnichannel communication campaigns. You will lead the design and execution of enterprise-wide and targeted messaging, including talking points, presentations, live events, and message across digital, enterprise, and social channels.

The Experience and Skills You Bring

• Bachelor’s Degree, 10+ years as a communications professional; experience with executive, internal, or external communications essential.

• Proven success building and maintaining relationships with senior stakeholders and business partners.

• Strong storytelling, written and verbal communication skills, with the ability to communicate complex information clearly to diverse audiences.

• Experience delivering strategies and communications that effectively support adoption and engagement.

• Strong project management skills and the ability to manage and prioritize multiple projects simultaneously in a fluid environment.

• Ability to independently drive key components of communications and change management initiatives.

• An innovative thinker who brings a creative mindset to solving problems.

• Ability to use data and insights to effectively design, assess, and evolve communications strategies

The Team

Fidelity’s Corporate Communications team protects and strengthens the firm’s reputation, enables business priorities, and engages key stakeholders across the enterprise and marketplace through clear, consistent, and compelling communications.

Working with the HR Communications team, you’ll help associates thrive and build long-term careers at Fidelity. We connect Fidelity leaders and associates with Fidelity's culture, careers, support resources, and community impact:

• Informing and driving adoption of Fidelity’s people strategies, including talent development, compensation, benefits, policies, etc.

• Supporting complex, large-scale initiatives through comprehensive change comms strategies designed to mobilize and equip associates and leaders

• Advancing a diverse and inclusive culture and engaging associates in supporting youth and families in communities that we serve.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Job Title: Director, Managing Director

Note: Fidelity will not provide immigration sponsorship for this position

The Role

The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors and Advisors.

The Expertise and Skills You Bring

• College degree preferred or equivalent work-related experience.
• Series 7 and 63 required.
• 8 plus years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.
• Your retirement plan record keeping and administration experience.
• Your relationship management experience.
• You have excellent verbal and written communication skills.
• Your excellent organization and time management skills and attention to detail.
• You have demonstrated problem-solving skills.
• Your effective presentation skills, influence and negotiation skills.
• Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.
• Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.
• Building client relationship to highest level of decision makers.
• Planning and conducting effective in-person and/or phone meetings.
• Makes thorough plans and preparations for client meetings.
• Properly planning, influencing, and implementing Fidelity solutions to address needs.
• Differentiating Fidelity's benefits approach against competitive benefit solutions.
• Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.
• Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.
• Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.
• Working closely and actively leads discussions with the Investment Strategist to create effective investment strategies and develop solutions that benefit clients/Fidelity.
• Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.
• The MD is expected to own the client relationships for which they are accountable.
• This includes problem resolution on behalf of clients to produce a satisfactory outcome.
• The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client.
• The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery

The Team

Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Job Title: Director, Managing Director

Note: Fidelity will not provide immigration sponsorship for this position

The Role

The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors and Advisors.

The Expertise and Skills You Bring

• College degree preferred or equivalent work-related experience.
• Series 7 and 63 required.
• 8 plus years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.
• Your retirement plan record keeping and administration experience.
• Your relationship management experience.
• You have excellent verbal and written communication skills.
• Your excellent organization and time management skills and attention to detail.
• You have demonstrated problem-solving skills.
• Your effective presentation skills, influence and negotiation skills.
• Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.
• Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.
• Building client relationship to highest level of decision makers.
• Planning and conducting effective in-person and/or phone meetings.
• Makes thorough plans and preparations for client meetings.
• Properly planning, influencing, and implementing Fidelity solutions to address needs.
• Differentiating Fidelity's benefits approach against competitive benefit solutions.
• Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.
• Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.
• Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.
• Working closely and actively leads discussions with the Investment Strategist to create effective investment strategies and develop solutions that benefit clients/Fidelity.
• Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.
• The MD is expected to own the client relationships for which they are accountable.
• This includes problem resolution on behalf of clients to produce a satisfactory outcome.
• The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client.
• The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery

The Team

Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Job Title: Director, Managing Director

Note: Fidelity will not provide immigration sponsorship for this position

The Role

The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors and Advisors.

The Expertise and Skills You Bring

• College degree preferred or equivalent work-related experience.
• Series 7 and 63 required.
• 8 plus years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.
• Your retirement plan record keeping and administration experience.
• Your relationship management experience.
• You have excellent verbal and written communication skills.
• Your excellent organization and time management skills and attention to detail.
• You have demonstrated problem-solving skills.
• Your effective presentation skills, influence and negotiation skills.
• Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.
• Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.
• Building client relationship to highest level of decision makers.
• Planning and conducting effective in-person and/or phone meetings.
• Makes thorough plans and preparations for client meetings.
• Properly planning, influencing, and implementing Fidelity solutions to address needs.
• Differentiating Fidelity's benefits approach against competitive benefit solutions.
• Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.
• Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.
• Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.
• Working closely and actively leads discussions with the Investment Strategist to create effective investment strategies and develop solutions that benefit clients/Fidelity.
• Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.
• The MD is expected to own the client relationships for which they are accountable.
• This includes problem resolution on behalf of clients to produce a satisfactory outcome.
• The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client.
• The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery

The Team

Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Job Title: Director, Managing Director

Note: Fidelity will not provide immigration sponsorship for this position

The Role

The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors and Advisors.

The Expertise and Skills You Bring

• College degree preferred or equivalent work-related experience.
• Series 7 and 63 required.
• 8 plus years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.
• Your retirement plan record keeping and administration experience.
• Your relationship management experience.
• You have excellent verbal and written communication skills.
• Your excellent organization and time management skills and attention to detail.
• You have demonstrated problem-solving skills.
• Your effective presentation skills, influence and negotiation skills.
• Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.
• Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.
• Building client relationship to highest level of decision makers.
• Planning and conducting effective in-person and/or phone meetings.
• Makes thorough plans and preparations for client meetings.
• Properly planning, influencing, and implementing Fidelity solutions to address needs.
• Differentiating Fidelity's benefits approach against competitive benefit solutions.
• Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.
• Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.
• Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.
• Working closely and actively leads discussions with the Investment Strategist to create effective investment strategies and develop solutions that benefit clients/Fidelity.
• Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.
• The MD is expected to own the client relationships for which they are accountable.
• This includes problem resolution on behalf of clients to produce a satisfactory outcome.
• The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client.
• The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery

The Team

Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies

The Expertise We’re Looking For

• FINRA Series 7 & 63 required prior to hire
• Series 65 and/or 66 and state registrations required within 3 months of hire
• Experience with High Net Worth clients
• A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

The Purpose of Your Role

We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

The Skills You Bring

• You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele
• Remarkable knowledge of investment products
• Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs

The Value You Deliver

• No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
• Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
• Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments

How Your Work Impacts the Organization

Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Configuration Analyst is a member of the Health Care Operations Organization. This is an exciting role that offers an opportunity to blend your systems analysis, critical thinking, and analytical skills. The Configuration Analyst is responsible for providing support in an Project environment for client advised projects to ensure that the systems are functioning according to the detailed business requirements. As a member of the Configuration Chapter, the Configuration Analyst works within their squad on new client implementations and existing client corporate actions and fee for service projects. The ability to translate client requirements into technical specifications is essential. Your interactions with the team will model Fidelity leadership principles to sustain an innovative culture and build a positive environment for your squad.

The Expertise and Skills

• Bachelor’s degree or higher is required

• 5-7 years of experience in Health and Welfare Domain is preferred.

• Ability to evaluate client requirements against HOBS and FHB platform functionality and provide configuration design solutions that translate those requirements into technical specifications.

• In depth knowledge of configuration solutions to support the implementation lifecycle conversion and testing phases

• Analytical skills

• Ability to think across Project Teams and product categories

• Your organizational skills to define and meet deadlines within a team environment

• Possess a competence in application/technology experience such as PLSQL, SQL, MS Access. Should be able to understand, write and process complex SQL queries

• Good interpersonal and analytical skills

• Ability to assess gaps between offering and client needs to recommend solutions

• Highly organized and self-motivated

• Flexible, multitasking and work with various members of the team on multiple projects or initiatives

• Ability to work in a dynamic fast paced environment

• Understanding of the software development project life cycle process

• Experience with related desktop software tools (MS Office, JIRA)

• partner with the Portfolio Leader/Program Manager to understand the goals and the work for each release

• Define and analyze client requirement changes for Annual Enrollment and Ongoing Projects

• Perform data analysis and reporting for effective client decisions

• Identify problems with business requirements and recommend modifications to the functional solution which may impact the system design

• Build test scenarios for Unit and Regression Testing.

• Perform root cause analysis when issues arise before and after code migrations

• Commit to Project process values, pillars, and priorities to fortify your Team

The Team
The Health Care Client Delivery group supports the recordkeeping and administration of health benefits programs for Fidelity’s corporate clients, their employees, and retirees. The configuration associates on the Health Care Client Delivery team collaborate closely with business partners and with systems teams responsible for client‑facing channels such as NetBenefits®. The configuration teams are distributed across the United States and India, with this role based in USA. Health Care Group comprises more than 300 professionals across both IT and Product organizations.

The team is highly motivated, collaborative, and delivery focused. They operate in a hybrid delivery model, leveraging established methodologies aligned to project scope, complexity, and business needs. Structured governance is applied for large-scale, fixed-scope, and regulatory initiatives, ensuring consistency, predictability, and quality outcomes.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

We are currently sourcing for a Software Engineer for CAT Regulatory Reporting

The Role

Software Engineer will be working in development and delivery of high quality, timely and maintainable software solutions in an agile environment which meet functional and non-functional business requirements. This role will involve partner & stakeholder engagement, design and release support.

• Designing and implementing technology solutions for the Fidelity Capital Markets Regulatory Reporting business
• Working closely with our business partners to contribute to business-critical initiatives
• Demonstrate software engineering excellence through continuous integration, continuous deployment,
• Keeps current with IT blueprint, frameworks and technologies that would benefit us and improve our productivity; guides junior team members on technology
• Collaborate with multiple stakeholders/large cross functional teams as part of work delivery
• Follows practices and contribute towards innovative solutions to increase productivity
• This is a hands-on role where you will write code for product features

The Expertise and Skills You Bring

• Bachelor's degree in computer science or related field required
• At least 10 years of software engineering experience
• Strong background in designing and developing large Reporting Platforms.
• Extensive experience with KDB+
• Proficient in Linux , python and Java
• Familiar with Control M
• Highly proficient in managing High volume of data set.
• Proficient in SQL and a working knowledge of relational and time series databases
• Experience with designing APIs, distributed systems, asynchronous workers and resilient messaging services
• An understanding of microservice architecture and on Prem and cloud-based deployments
• Ability to build reliable software that can withstand unreliable environments
• Can provide leadership and mentorship across small, agile teams in a very collaborative environment where your ideas are welcome
• Solid analytical, communication, and organizational skills
• An interest in and experience with cryptocurrencies and a passion for keeping up to date in the space.
• Have the drive and ability to deliver software with a high degree of automation
• Proficient with version control systems and can handle development for multiple releases in parallel
• Have the spirit and willingness to contribute to org level innovation
• Have a learning mindset and is able to demonstrate versatility in addition to your specialization
• Should have the ability to work effectively with both partners and project team members
• Have Knowledge of Agile methodologies or iterative development processes
• Have Knowledge of Acceptance test-driven development a plus.
• Have Ability to take ownership
• Coach team members and take accountability for the deliverables
• Excellent collaboration and Interpersonal skills
• Great attitude, being a mentor, team player and effective contributor
• You have Focus on productivity
• Experience in Capital markets or Crypto Currency specifically with exposure to Trading, Algo Trading.

The Team

As a Software Engineer you will be an integral part of the Regulatory Reporting team. You’ll get the opportunity to develop your skills, collaborate across Fidelity teams and continue to learn in a fun, collaborative, iterative, and rapidly changing environment.

This is a hands-on role where you will write code for product features. It is a great opportunity to build secure, scalable, resilient on Prem and cloud-based services utilizing modern software development practices. You will get the opportunity to develop your skills, collaborate across Fidelity teams and continue to learn in a fun, collaborative, iterative, and rapidly changing environment.

The Fidelity Regulatory Reporting Team is responsible for platform services and APIs that report CAT 605 and 606 reporting to FINRA. Platform contains highly advanced KDB software that ingests high volumes of equity and options trading data and generates relevant reports and sends it to FINRA daily.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

The Role

As a Senior Client Service Manager for Reimbursement Accounts, you will serve as equal parts strategic thinker and execution expert. This role is ideal for someone who is a self-starter, thrives in fast paced environments, and is passionate about delivering best-in-class service to large corporate clients.

As a key member of Fidelity’s growing Reimbursement Accounts (RA) Service Team, you will be the primary point of contact for a portfolio of complex clients. Your role is to ensure seamless administration of reimbursement accounts (FSA, HRA, Commuter benefits) by handling client inquiries, partnering with internal business units, streamlining processes, and advocating the voice of the client to ensure high service standards while driving business growth.

This is an individual contributor role, however you will collaborate closely with a team that values shared success and a positive, forward-thinking culture. We’re seeking a highly professional go-getter with an ownership mindset, ready to take initiative and champion both client satisfaction and internal progress.

The Expertise and Skills You Bring

• Bachelor’s Degree or equivalent experience required.
• 5-7 years of experience managing large corporate clients in a complex service environment.
• Strong knowledge of reimbursement accounts and general understanding of healthcare and wellness benefit programs preferred.
• Proven ability to manage multiple priorities and meet overlapping deadlines with high attention to detail and quality.
• Experience partnering with internal teams to improve processes, take initiative, drive change and contribute to a positive team-oriented culture.

• Proficient leadership skills (i.e. consistently demonstrate the ability to get things done; taking initiative to identify service enhancements or process improvements; proven ability and success in identifying issue(s), identifying solution(s) and determining and acting on the best solution in a timely manner).
• Strong and effective interpersonal and communication skills.
• Effective organizational, time management, facilitation, de-escalation and prioritization skills.
• Demonstrated ability to balance customer service with sound business judgment.
• Strong understanding of reimbursement account administration needs, process and regulatory knowledge.
• Familiarity with the full range of healthcare and wellness benefits and associated recordkeeping services.

The Team

The CSM for Reimbursement Accounts is responsible for maintaining client relationships for the RA Product. They are expected to collaborate with Internal Service and Operation Teams, proactively educate clients on best practices within compliance, and to drive client outcomes.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:

• Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity. You’ll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
• Build and Solidify Skills: You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
• Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.

During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day.

The Expertise and Skills You Bring

• High energy and enthusiasm with a demonstrated passion for helping people
• Flexibility and self-motivation
• Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
• Eagerness to learn and build a profession in financial services
• Ability to deliver an outstanding customer experience
• Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
• Coachability, collaboration, and curiosity fuels success in the role

The Team

We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Job Title: VP, Retirement Advisor Consultant

Note: Fidelity will not provide immigration sponsorship for this position

The Role

This role partners with our selling teams, supports our business development efforts with Advisors, and builds our presence in the Advisor retirement plan marketplace! You will identify, build, and maintain strong relationships with Advisors in your territory which covers Washington, Oregon, Northern California . As an Advisor Consultant, you will focus on educating Advisors, firms, and partners on our services and processes. You will also partner and be responsible for key projects with our Vice President of External Business Development. Mostly, you will be serving our Advisors partners in ways that support their ability to grow and provide excellent experiences for our mutual clients.

WORK FROM HOME/REMOTE LOCATIONS (Washington, Oregon, Northern CA, )

The Expertise and Skills You Bring

• Experience in a business development or sales role
• Understanding of Advisor value proposition and experience
• Track record of running successful initiatives and projects
• Passion for relationship building and partnering
• Curious mind-set combined with a dynamic and flexible operating style
• Project organization, management, and deployment
• Series 7 & 63 licenses need to be acquired upon accepting the role
• Previous experience and knowledge of the retirement benefits landscape are must-haves
• Excellent listening & communication / story-telling skills that develop trust with Advisors, clients, and business partners
• External communication and relationship management experience that positions you to be an ambassador for Fidelity’s Advisor-friendly solutions
• Creative problem solving with an ability to combine analytical and critical thinking
• Agility and flexibility – the ability to reconcile conflicting demands and pivot as needed to seize opportunities
• Curiosity about people, business, economics, and our product solutions
• Develop an Advisor network focused on growing and better servicing clients with Fidelity
• Create Advisor centric sales strategies with selling teams
• Engage Advisors in business planning and drive new business through regional sales events, marketing efforts, and advisor interactions
• Support selling teams to deliver best in class sales meetings with Advisors
• Work with Advisor firms to train, engage, and employ standard methodologies to work with Fidelity’s recordkeeping system
• Advocate on behalf of the Advisor externally and internally to support market share growth and retention efforts
• Be a liaison between Advisors and Fidelity to find right services, resources, and support for Advisor partners
• Contribute to product development and process improvement efforts

The Team

Fidelity Workplace Investing Sales is a collaborative, conscientious, fast paced, and exciting environment. We serve the small businesses of America by assessing their needs and offering creative solutions through Fidelity’s 401(k) solutions, education, and services. In this role you will have direct responsibility for working with a team of best-in-class sales professionals to help bring the value of Fidelity’s retirement solutions to our Advisor partners, Core segment clients, and prospects. You will focus on growth and increased traction in the Advisor driven retirement market segment.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Job Title: VP, Retirement Advisor Consultant

Note: Fidelity will not provide immigration sponsorship for this position

The Role

This role partners with our selling teams, supports our business development efforts with Advisors, and builds our presence in the Advisor retirement plan marketplace! You will identify, build, and maintain strong relationships with Advisors in your territory which covers Washington, Oregon, Northern California . As an Advisor Consultant, you will focus on educating Advisors, firms, and partners on our services and processes. You will also partner and be responsible for key projects with our Vice President of External Business Development. Mostly, you will be serving our Advisors partners in ways that support their ability to grow and provide excellent experiences for our mutual clients.

WORK FROM HOME/REMOTE LOCATIONS (Washington, Oregon, Northern CA, )

The Expertise and Skills You Bring

• Experience in a business development or sales role
• Understanding of Advisor value proposition and experience
• Track record of running successful initiatives and projects
• Passion for relationship building and partnering
• Curious mind-set combined with a dynamic and flexible operating style
• Project organization, management, and deployment
• Series 7 & 63 licenses need to be acquired upon accepting the role
• Previous experience and knowledge of the retirement benefits landscape are must-haves
• Excellent listening & communication / story-telling skills that develop trust with Advisors, clients, and business partners
• External communication and relationship management experience that positions you to be an ambassador for Fidelity’s Advisor-friendly solutions
• Creative problem solving with an ability to combine analytical and critical thinking
• Agility and flexibility – the ability to reconcile conflicting demands and pivot as needed to seize opportunities
• Curiosity about people, business, economics, and our product solutions
• Develop an Advisor network focused on growing and better servicing clients with Fidelity
• Create Advisor centric sales strategies with selling teams
• Engage Advisors in business planning and drive new business through regional sales events, marketing efforts, and advisor interactions
• Support selling teams to deliver best in class sales meetings with Advisors
• Work with Advisor firms to train, engage, and employ standard methodologies to work with Fidelity’s recordkeeping system
• Advocate on behalf of the Advisor externally and internally to support market share growth and retention efforts
• Be a liaison between Advisors and Fidelity to find right services, resources, and support for Advisor partners
• Contribute to product development and process improvement efforts

The Team

Fidelity Workplace Investing Sales is a collaborative, conscientious, fast paced, and exciting environment. We serve the small businesses of America by assessing their needs and offering creative solutions through Fidelity’s 401(k) solutions, education, and services. In this role you will have direct responsibility for working with a team of best-in-class sales professionals to help bring the value of Fidelity’s retirement solutions to our Advisor partners, Core segment clients, and prospects. You will focus on growth and increased traction in the Advisor driven retirement market segment.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Job Title: VP, Retirement Advisor Consultant

Note: Fidelity will not provide immigration sponsorship for this position

The Role

This role partners with our selling teams, supports our business development efforts with Advisors, and builds our presence in the Advisor retirement plan marketplace! You will identify, build, and maintain strong relationships with Advisors in your territory which covers Washington, Oregon, Northern California . As an Advisor Consultant, you will focus on educating Advisors, firms, and partners on our services and processes. You will also partner and be responsible for key projects with our Vice President of External Business Development. Mostly, you will be serving our Advisors partners in ways that support their ability to grow and provide excellent experiences for our mutual clients.

WORK FROM HOME/REMOTE LOCATIONS (Washington, Oregon, Northern CA, )

The Expertise and Skills You Bring

• Experience in a business development or sales role
• Understanding of Advisor value proposition and experience
• Track record of running successful initiatives and projects
• Passion for relationship building and partnering
• Curious mind-set combined with a dynamic and flexible operating style
• Project organization, management, and deployment
• Series 7 & 63 licenses need to be acquired upon accepting the role
• Previous experience and knowledge of the retirement benefits landscape are must-haves
• Excellent listening & communication / story-telling skills that develop trust with Advisors, clients, and business partners
• External communication and relationship management experience that positions you to be an ambassador for Fidelity’s Advisor-friendly solutions
• Creative problem solving with an ability to combine analytical and critical thinking
• Agility and flexibility – the ability to reconcile conflicting demands and pivot as needed to seize opportunities
• Curiosity about people, business, economics, and our product solutions
• Develop an Advisor network focused on growing and better servicing clients with Fidelity
• Create Advisor centric sales strategies with selling teams
• Engage Advisors in business planning and drive new business through regional sales events, marketing efforts, and advisor interactions
• Support selling teams to deliver best in class sales meetings with Advisors
• Work with Advisor firms to train, engage, and employ standard methodologies to work with Fidelity’s recordkeeping system
• Advocate on behalf of the Advisor externally and internally to support market share growth and retention efforts
• Be a liaison between Advisors and Fidelity to find right services, resources, and support for Advisor partners
• Contribute to product development and process improvement efforts

The Team

Fidelity Workplace Investing Sales is a collaborative, conscientious, fast paced, and exciting environment. We serve the small businesses of America by assessing their needs and offering creative solutions through Fidelity’s 401(k) solutions, education, and services. In this role you will have direct responsibility for working with a team of best-in-class sales professionals to help bring the value of Fidelity’s retirement solutions to our Advisor partners, Core segment clients, and prospects. You will focus on growth and increased traction in the Advisor driven retirement market segment.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Quant Developer – AI / KDB / Python

The Team

Fidelity Wealth’s Trade Management Engineering group is responsible for building world-class electronic trading solutions for Fidelity’s Capital Markets division. We are a high-performing, fast-paced technology team working with cutting-edge tools to deliver low-latency, high-throughput trading platforms. Our work spans across internal and external teams to build seamless, end-to-end electronic trading workflows.

The Role

We are seeking a highly experienced software engineer to lead the design and development of next-generation trading systems. This is a hands-on technical leadership role focused on building scalable, resilient, and high-performance trading infrastructure. You’ll collaborate across teams, mentor engineers, and drive innovation in a mission-critical environment.

• Design, develop, and optimize KDB databases and q analytics for high‑volume trading and market data
• Develop Python-based AI and quantitative models for research, prediction, classification, and signal generation
• Apply machine learning techniques to time‑series data (feature engineering, model training, evaluation)
• Build research and backtesting frameworks integrating AI models with historical data
• Translate quantitative and ML research into robust, production-ready systems
• Integrate AI models into real-time and batch pipelines
• Optimize analytics and model evaluation for performance, stability, and scalability
• Collaborate with quants, product owners, and engineering teams on model deployment and monitoring

The Expertise You Have:

• Bachelor’s degree in Mathematics, Computer Science, Engineering, Information Technology, or equivalent.
• 10 years professional experience in quantitative finance or trading systems
• Advanced proficiency in KDB/q, including:
  • Time‑series data modeling
  • High‑performance querying and joins
  • Real‑time and historical analytics
• Strong Python skills for:
  • Quantitative analysis
  • AI / ML model development
  • Integration with KDB and downstream systems
  • Experience working with large-scale, high‑frequency, or noisy datasets
  • Solid software engineering practices (Git, testing, modular design)
• Worked with AI developer assist tools (e.g. GitHub Copilot).
• Experience with CI/CD tools such as GitHub, Maven, Jenkins, Artifactory, and uDeploy.
• Hands-on experience in AWS or other cloud platforms.

• Familiarity with object-oriented programming languages such as Java
• Experience in Linux, shell scripting, and production support experience

The Skills You Bring:

• A strong quantitative mindset with practical AI application skills
• Ability to bridge research, machine learning, and production systems
• Comfort working on front‑office or research-critical infrastructure
• Clear communicator with quants, traders, and engineers

Willingness to support production systems and participate in on-call rotations, including occasional weekend support.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

NOTE: Fidelity will not provide sponsorship for this position.

The Role

The Agency Lending Associate role is responsible for encouraging and supporting further growth of Fidelity’s Agent Lending business with a focus on lending to Street-Side counterparties and improving revenue for our clients. This position will be focused specifically on the international equity asset class with the possibly of working non-standard hours. The primary focus of this position will be to support administrative needs across the trading book while learning the various client portfolios and program guidelines for future growth within the group.

• Lending Global Equities to borrowers with a focus on maximizing the best total return combination of fee, utilization and duration
• Developing and maintaining relationships with borrowers to optimize allocations and spreads
• Liaising with middle office and back-office operations with respect to the execution and settlement of transactions
• Partnering with the Security Finance Product Team to build systematic and automated tools based on the models you develop
• Continually reviewing current processes/procedures and seeking creative alternatives to enhance efficiency and add new value
• Identifying special opportunities to clients, explaining risks and rewards and running execution with the trading desk
• Support your teammates via revenue and risk supporting efforts on a daily basis

The Expertise and Skills You Bring

• Series 7 and 63 licenses required
• 1-3 years of experience in financial markets, preferably with experience associated with EMEA/APAC equities
• Experience with Securities Lending and operational workflows (trade lifecycle management, collateralization procedures, int’l equity settlements, etc.)
• You are a great teammate with excellent interpersonal skills
• You have an ambitious nature with an entrepreneurial disposition
• Your ability to provide outstanding customer service and relationship management sets you apart
• You share your strong understanding of the Equities trading market

The Team

The Agency Lending Trader will be an integral part of our client facing team. The team is part of the Securities Finance Division within Fidelity Capital Markets. Our mission is to provide our clients with outstanding client service and help with alpha generation by maximizing the value of the securities in their portfolios while minimizing operational and credit risk.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:

LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

A Central Relationship Manager at Fidelity strengthens client relationships through personalized, long-term guidance and proactive outreach. They lead the client contact strategy, collaborate with Relationship Manager teams across the company, and build meaningful, lasting relationships that enhance the client experience and drive loyalty. We are deeply committed to our clients and focused on building lasting relationships, not simply growing sales or assets.

In this role, you will engage current and prospective clients through phone and written communications, delivering a personalized and exceptional client experience. Partnering closely with a Financial Consultant, you will help strengthen client relationships and support asset growth. You will also leverage monthly sales campaigns, identify asset consolidation opportunities, and conduct strategic sales interactions that advance clients through the sales cycle and drive meaningful business outcomes.

The Expertise and Skills You Bring

• 1-3 years of experience in financial services (outbound calling experience preferred)
• Related customer engagement experience desired
• Series 7 and Series 63 required
• Series 66 licensed preferred
• Excellent communication and interpersonal skills with clients, peers, and business partners
• Comfortable making outbound telephone calls
• Ability to thrive in a fast-paced environment
• A broad understanding of investment options for the high-net-worth client
• An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets

The Team

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support, thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:

LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

A Central Relationship Manager at Fidelity strengthens client relationships through personalized, long-term guidance and proactive outreach. They lead the client contact strategy, collaborate with Relationship Manager teams across the company, and build meaningful, lasting relationships that enhance the client experience and drive loyalty. We are deeply committed to our clients and focused on building lasting relationships, not simply growing sales or assets.

In this role, you will engage current and prospective clients through phone and written communications, delivering a personalized and exceptional client experience. Partnering closely with a Financial Consultant, you will help strengthen client relationships and support asset growth. You will also leverage monthly sales campaigns, identify asset consolidation opportunities, and conduct strategic sales interactions that advance clients through the sales cycle and drive meaningful business outcomes.

The Expertise and Skills You Bring

• 1-3 years of experience in financial services (outbound calling experience preferred)
• Related customer engagement experience desired
• Series 7 and Series 63 required
• Series 66 licensed preferred
• Excellent communication and interpersonal skills with clients, peers, and business partners
• Comfortable making outbound telephone calls
• Ability to thrive in a fast-paced environment
• A broad understanding of investment options for the high-net-worth client
• An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets

The Team

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support, thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:

LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

A Central Relationship Manager at Fidelity strengthens client relationships through personalized, long-term guidance and proactive outreach. They lead the client contact strategy, collaborate with Relationship Manager teams across the company, and build meaningful, lasting relationships that enhance the client experience and drive loyalty. We are deeply committed to our clients and focused on building lasting relationships, not simply growing sales or assets.

In this role, you will engage current and prospective clients through phone and written communications, delivering a personalized and exceptional client experience. Partnering closely with a Financial Consultant, you will help strengthen client relationships and support asset growth. You will also leverage monthly sales campaigns, identify asset consolidation opportunities, and conduct strategic sales interactions that advance clients through the sales cycle and drive meaningful business outcomes.

The Expertise and Skills You Bring

• 1-3 years of experience in financial services (outbound calling experience preferred)
• Related customer engagement experience desired
• Series 7 and Series 63 required
• Series 66 licensed preferred
• Excellent communication and interpersonal skills with clients, peers, and business partners
• Comfortable making outbound telephone calls
• Ability to thrive in a fast-paced environment
• A broad understanding of investment options for the high-net-worth client
• An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets

The Team

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support, thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:

LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

A Central Relationship Manager at Fidelity strengthens client relationships through personalized, long-term guidance and proactive outreach. They lead the client contact strategy, collaborate with Relationship Manager teams across the company, and build meaningful, lasting relationships that enhance the client experience and drive loyalty. We are deeply committed to our clients and focused on building lasting relationships, not simply growing sales or assets.

In this role, you will engage current and prospective clients through phone and written communications, delivering a personalized and exceptional client experience. Partnering closely with a Financial Consultant, you will help strengthen client relationships and support asset growth. You will also leverage monthly sales campaigns, identify asset consolidation opportunities, and conduct strategic sales interactions that advance clients through the sales cycle and drive meaningful business outcomes.

The Expertise and Skills You Bring

• 1-3 years of experience in financial services (outbound calling experience preferred)
• Related customer engagement experience desired
• Series 7 and Series 63 required
• Series 66 licensed preferred
• Excellent communication and interpersonal skills with clients, peers, and business partners
• Comfortable making outbound telephone calls
• Ability to thrive in a fast-paced environment
• A broad understanding of investment options for the high-net-worth client
• An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets

The Team

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support, thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:

LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

A Central Relationship Manager at Fidelity strengthens client relationships through personalized, long-term guidance and proactive outreach. They lead the client contact strategy, collaborate with Relationship Manager teams across the company, and build meaningful, lasting relationships that enhance the client experience and drive loyalty. We are deeply committed to our clients and focused on building lasting relationships, not simply growing sales or assets.

In this role, you will engage current and prospective clients through phone and written communications, delivering a personalized and exceptional client experience. Partnering closely with a Financial Consultant, you will help strengthen client relationships and support asset growth. You will also leverage monthly sales campaigns, identify asset consolidation opportunities, and conduct strategic sales interactions that advance clients through the sales cycle and drive meaningful business outcomes.

The Expertise and Skills You Bring

• 1-3 years of experience in financial services (outbound calling experience preferred)
• Related customer engagement experience desired
• Series 7 and Series 63 required
• Series 66 licensed preferred
• Excellent communication and interpersonal skills with clients, peers, and business partners
• Comfortable making outbound telephone calls
• Ability to thrive in a fast-paced environment
• A broad understanding of investment options for the high-net-worth client
• An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets

The Team

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support, thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:

LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

A Central Relationship Manager at Fidelity strengthens client relationships through personalized, long-term guidance and proactive outreach. They lead the client contact strategy, collaborate with Relationship Manager teams across the company, and build meaningful, lasting relationships that enhance the client experience and drive loyalty. We are deeply committed to our clients and focused on building lasting relationships, not simply growing sales or assets.

In this role, you will engage current and prospective clients through phone and written communications, delivering a personalized and exceptional client experience. Partnering closely with a Financial Consultant, you will help strengthen client relationships and support asset growth. You will also leverage monthly sales campaigns, identify asset consolidation opportunities, and conduct strategic sales interactions that advance clients through the sales cycle and drive meaningful business outcomes.

The Expertise and Skills You Bring

• 1-3 years of experience in financial services (outbound calling experience preferred)
• Related customer engagement experience desired
• Series 7 and Series 63 required
• Series 66 licensed preferred
• Excellent communication and interpersonal skills with clients, peers, and business partners
• Comfortable making outbound telephone calls
• Ability to thrive in a fast-paced environment
• A broad understanding of investment options for the high-net-worth client
• An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets

The Team

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support, thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:

LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

A Central Relationship Manager at Fidelity strengthens client relationships through personalized, long-term guidance and proactive outreach. They lead the client contact strategy, collaborate with Relationship Manager teams across the company, and build meaningful, lasting relationships that enhance the client experience and drive loyalty. We are deeply committed to our clients and focused on building lasting relationships, not simply growing sales or assets.

In this role, you will engage current and prospective clients through phone and written communications, delivering a personalized and exceptional client experience. Partnering closely with a Financial Consultant, you will help strengthen client relationships and support asset growth. You will also leverage monthly sales campaigns, identify asset consolidation opportunities, and conduct strategic sales interactions that advance clients through the sales cycle and drive meaningful business outcomes.

The Expertise and Skills You Bring

• 1-3 years of experience in financial services (outbound calling experience preferred)
• Related customer engagement experience desired
• Series 7 and Series 63 required
• Series 66 licensed preferred
• Excellent communication and interpersonal skills with clients, peers, and business partners
• Comfortable making outbound telephone calls
• Ability to thrive in a fast-paced environment
• A broad understanding of investment options for the high-net-worth client
• An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets

The Team

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support, thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:

LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

A Central Relationship Manager at Fidelity strengthens client relationships through personalized, long-term guidance and proactive outreach. They lead the client contact strategy, collaborate with Relationship Manager teams across the company, and build meaningful, lasting relationships that enhance the client experience and drive loyalty. We are deeply committed to our clients and focused on building lasting relationships, not simply growing sales or assets.

In this role, you will engage current and prospective clients through phone and written communications, delivering a personalized and exceptional client experience. Partnering closely with a Financial Consultant, you will help strengthen client relationships and support asset growth. You will also leverage monthly sales campaigns, identify asset consolidation opportunities, and conduct strategic sales interactions that advance clients through the sales cycle and drive meaningful business outcomes.

The Expertise and Skills You Bring

• 1-3 years of experience in financial services (outbound calling experience preferred)
• Related customer engagement experience desired
• Series 7 and Series 63 required
• Series 66 licensed preferred
• Excellent communication and interpersonal skills with clients, peers, and business partners
• Comfortable making outbound telephone calls
• Ability to thrive in a fast-paced environment
• A broad understanding of investment options for the high-net-worth client
• An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets

The Team

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support, thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:

LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

A Central Relationship Manager at Fidelity strengthens client relationships through personalized, long-term guidance and proactive outreach. They lead the client contact strategy, collaborate with Relationship Manager teams across the company, and build meaningful, lasting relationships that enhance the client experience and drive loyalty. We are deeply committed to our clients and focused on building lasting relationships, not simply growing sales or assets.

In this role, you will engage current and prospective clients through phone and written communications, delivering a personalized and exceptional client experience. Partnering closely with a Financial Consultant, you will help strengthen client relationships and support asset growth. You will also leverage monthly sales campaigns, identify asset consolidation opportunities, and conduct strategic sales interactions that advance clients through the sales cycle and drive meaningful business outcomes.

The Expertise and Skills You Bring

• 1-3 years of experience in financial services (outbound calling experience preferred)
• Related customer engagement experience desired
• Series 7 and Series 63 required
• Series 66 licensed preferred
• Excellent communication and interpersonal skills with clients, peers, and business partners
• Comfortable making outbound telephone calls
• Ability to thrive in a fast-paced environment
• A broad understanding of investment options for the high-net-worth client
• An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets

The Team

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support, thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:

LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

A Central Relationship Manager at Fidelity strengthens client relationships through personalized, long-term guidance and proactive outreach. They lead the client contact strategy, collaborate with Relationship Manager teams across the company, and build meaningful, lasting relationships that enhance the client experience and drive loyalty. We are deeply committed to our clients and focused on building lasting relationships, not simply growing sales or assets.

In this role, you will engage current and prospective clients through phone and written communications, delivering a personalized and exceptional client experience. Partnering closely with a Financial Consultant, you will help strengthen client relationships and support asset growth. You will also leverage monthly sales campaigns, identify asset consolidation opportunities, and conduct strategic sales interactions that advance clients through the sales cycle and drive meaningful business outcomes.

The Expertise and Skills You Bring

• 1-3 years of experience in financial services (outbound calling experience preferred)
• Related customer engagement experience desired
• Series 7 and Series 63 required
• Series 66 licensed preferred
• Excellent communication and interpersonal skills with clients, peers, and business partners
• Comfortable making outbound telephone calls
• Ability to thrive in a fast-paced environment
• A broad understanding of investment options for the high-net-worth client
• An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets

The Team

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support, thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:

LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

A Central Relationship Manager at Fidelity strengthens client relationships through personalized, long-term guidance and proactive outreach. They lead the client contact strategy, collaborate with Relationship Manager teams across the company, and build meaningful, lasting relationships that enhance the client experience and drive loyalty. We are deeply committed to our clients and focused on building lasting relationships, not simply growing sales or assets.

In this role, you will engage current and prospective clients through phone and written communications, delivering a personalized and exceptional client experience. Partnering closely with a Financial Consultant, you will help strengthen client relationships and support asset growth. You will also leverage monthly sales campaigns, identify asset consolidation opportunities, and conduct strategic sales interactions that advance clients through the sales cycle and drive meaningful business outcomes.

The Expertise and Skills You Bring

• 1-3 years of experience in financial services (outbound calling experience preferred)
• Related customer engagement experience desired
• Series 7 and Series 63 required
• Series 66 licensed preferred
• Excellent communication and interpersonal skills with clients, peers, and business partners
• Comfortable making outbound telephone calls
• Ability to thrive in a fast-paced environment
• A broad understanding of investment options for the high-net-worth client
• An understanding of key economic indicators and interest rates as they impact equity, fixed income products and the financial markets

The Team

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower professional growth, flexibility and support, thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

NOTE: Fidelity will not be providing immigration sponsorship for this role.

The Role

We are looking for a Regulatory Reporting Data Analyst who will support the regulatory reporting process for Fidelity’s broker dealers and various customer channels as part of the broader Regulatory Reporting group within Fidelity Capital Markets. This group is responsible for collecting, processing, and reporting on a vast amount of trade and customer account data to meet external requirements set by industry regulators (FINRA, SEC, etc.).

In this role, you will assist with data analysis to support a multitude of use cases; responding to institutional customer needs, external regulator inquiries, as well as broader strategic analysis to increase efficiency within the firm’s internal reporting systems and processes. You will be collaborating with business and business partners which report across multiple assets classes with very high levels of regulatory scrutiny. It is important that the right candidate be passionate about hands-on collaboration and proactive problem-solving.

The Value You Deliver

• Analyzing trading and customer identification and account data to assist with daily operational support for regulatory reporting activities, as well as performing proactive data analysis to identify opportunities for improvement within our existing reporting processes.

• Supporting data research and analysis to support teams responding directly to regulator and customer inquiries.

• Identifying data anomalies and/or gaps to understand the source of outstanding reporting issues and working with product and operations teams to define solutions.

• Exploring and implementing AI and Machine Learning solutions to automate, validate, and enhance regulatory reporting processes, improving accuracy and reducing manual effort.

• Supporting data governance, quality control and data mapping documentation across regulatory reporting areas.

• Perform and design acceptance testing as it relates to data quality for systems and applications that support the firm's regulatory reporting activity.

The Expertise and Skills You Bring

• Bachelor’s degree

• FINRA Brokerage license Series 7 required within 6 months of hire

• Experience with trade and/or customer account data, or regulatory trade reporting (TRACE, MSRB, ACT, EBS, CAT/, Rule 605/606) a plus, but not required

• Proficient with SQL, Oracle databases, Excel and other data visualization tools, as well as general data science knowledge

• Familiarity with AI/ML tools and experience with Python a plus

• Highly analytical with the ability to quickly comprehend large data sets in order to develop new processes, perform calculations, identify anomalies, and/or produce new reporting capabilities

The Team

This dynamic team is part of Fidelity’s Capital Markets group. Fidelity, through its broker dealers, is required to send significant amounts of detailed trading and customer account and identification data to various governmental and industry regulators such as FINRA, FINRA CAT, the SEC and MSRB. The Regulatory Reporting group, across several functions, is responsible for performing these duties on behalf of the broader firm. The group ensures this can be done by working closely with business partners such as Trading, Technology, Customer Support teams and Compliance/Legal. The group plays a critical role by ensuring the firm meets stated requirements set by industry regulators and therefore not subject to disciplinary action or fines.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

NOTE: Fidelity will not be providing immigration sponsorship for this role.

The Role

We are looking for a Regulatory Reporting Data Analyst who will support the regulatory reporting process for Fidelity’s broker dealers and various customer channels as part of the broader Regulatory Reporting group within Fidelity Capital Markets. This group is responsible for collecting, processing, and reporting on a vast amount of trade and customer account data to meet external requirements set by industry regulators (FINRA, SEC, etc.).

In this role, you will assist with data analysis to support a multitude of use cases; responding to institutional customer needs, external regulator inquiries, as well as broader strategic analysis to increase efficiency within the firm’s internal reporting systems and processes. You will be collaborating with business and business partners which report across multiple assets classes with very high levels of regulatory scrutiny. It is important that the right candidate be passionate about hands-on collaboration and proactive problem-solving.

The Value You Deliver

• Analyzing trading and customer identification and account data to assist with daily operational support for regulatory reporting activities, as well as performing proactive data analysis to identify opportunities for improvement within our existing reporting processes.

• Supporting data research and analysis to support teams responding directly to regulator and customer inquiries.

• Identifying data anomalies and/or gaps to understand the source of outstanding reporting issues and working with product and operations teams to define solutions.

• Exploring and implementing AI and Machine Learning solutions to automate, validate, and enhance regulatory reporting processes, improving accuracy and reducing manual effort.

• Supporting data governance, quality control and data mapping documentation across regulatory reporting areas.

• Perform and design acceptance testing as it relates to data quality for systems and applications that support the firm's regulatory reporting activity.

The Expertise and Skills You Bring

• Bachelor’s degree

• FINRA Brokerage license Series 7 required within 6 months of hire

• Experience with trade and/or customer account data, or regulatory trade reporting (TRACE, MSRB, ACT, EBS, CAT/, Rule 605/606) a plus, but not required

• Proficient with SQL, Oracle databases, Excel and other data visualization tools, as well as general data science knowledge

• Familiarity with AI/ML tools and experience with Python a plus

• Highly analytical with the ability to quickly comprehend large data sets in order to develop new processes, perform calculations, identify anomalies, and/or produce new reporting capabilities

The Team

This dynamic team is part of Fidelity’s Capital Markets group. Fidelity, through its broker dealers, is required to send significant amounts of detailed trading and customer account and identification data to various governmental and industry regulators such as FINRA, FINRA CAT, the SEC and MSRB. The Regulatory Reporting group, across several functions, is responsible for performing these duties on behalf of the broader firm. The group ensures this can be done by working closely with business partners such as Trading, Technology, Customer Support teams and Compliance/Legal. The group plays a critical role by ensuring the firm meets stated requirements set by industry regulators and therefore not subject to disciplinary action or fines.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

The Role

The Fixed Income Regional Brokerage Consultant (FI RBC) candidate has a desire to help clients achieve their goals and experience working in a team-based environment. Along with a strong understanding of fixed income and credit market mechanics they work through client and advisor education to foster deep engagement and sales results. If you like the idea of working for a private company with industry-leading benefits that values integrity, a strong work ethic and a history and culture of putting the needs and financial well-being of clients first, Fidelity represents a tremendous opportunity!

The primary aspect of the role is to support clients and advisors within a region of Fidelity Investor Centers and Regional Centers and engage in sales interactions to directly impact acquisition of outside assets. This fast-paced sales role requires a strong brand and credibility coupled with the ability to bring to bear our offering to attract, retain, and develop clients who seek an active role in their investments.

A typical work week will includes in-depth client appointments, coaching advisors, facilitating internal meetings with advisors and strategic partnership with local leadership to drive referrals and engagement. Extensive use of Salesforce and technology to engage opportunities is central to the role.

Travel associated with regional coverage is estimated at 50% though each region’s geography, size, Investor Centers and Regional Centers is unique.

The Expertise and Skills You Bring

• A college degree is the minimum educational standard for applicants. While a business-related field is preferred, it is not required

• Minimum of 15 years proven experience (13 years with a Master's Degree)

• Demonstrated ability in fixed income and credit markets with a focus on individual bonds (corporates, municipals, government etc). Knowledge of additional securities such as mutual funds and ETFs is preferred

• Ability to influence business partners through empathy, curiosity and dialogue while providing leadership and direction

• Ability to build and facilitate group trainings

• Ability to work independently and autonomously without direct supervision

• Strong organizational, interpersonal and relationship-building skils

• Proven territory leadership skills and practical experience with needs-based selling

The Team

Each RBC covers an assigned territory, partnering either with large call centers or with a region’s network of local investor centers or both. RBCs support financial advisors by onboarding new self-directed clients, while also helping to retain and develop existing clientele. Each supported Fidelity advisor maintains a book of roughly 400-500 households and thus relies on the RBC to add value to clients that express interest in individual securities especially when trading/investing with a competitor.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

The Role

The Fixed Income Regional Brokerage Consultant (FI RBC) candidate has a desire to help clients achieve their goals and experience working in a team-based environment. Along with a strong understanding of fixed income and credit market mechanics they work through client and advisor education to foster deep engagement and sales results. If you like the idea of working for a private company with industry-leading benefits that values integrity, a strong work ethic and a history and culture of putting the needs and financial well-being of clients first, Fidelity represents a tremendous opportunity!

The primary aspect of the role is to support clients and advisors within a region of Fidelity Investor Centers and Regional Centers and engage in sales interactions to directly impact acquisition of outside assets. This fast-paced sales role requires a strong brand and credibility coupled with the ability to bring to bear our offering to attract, retain, and develop clients who seek an active role in their investments.

A typical work week will includes in-depth client appointments, coaching advisors, facilitating internal meetings with advisors and strategic partnership with local leadership to drive referrals and engagement. Extensive use of Salesforce and technology to engage opportunities is central to the role.

Travel associated with regional coverage is estimated at 50% though each region’s geography, size, Investor Centers and Regional Centers is unique.

The Expertise and Skills You Bring

• A college degree is the minimum educational standard for applicants. While a business-related field is preferred, it is not required

• Minimum of 15 years proven experience (13 years with a Master's Degree)

• Demonstrated ability in fixed income and credit markets with a focus on individual bonds (corporates, municipals, government etc). Knowledge of additional securities such as mutual funds and ETFs is preferred

• Ability to influence business partners through empathy, curiosity and dialogue while providing leadership and direction

• Ability to build and facilitate group trainings

• Ability to work independently and autonomously without direct supervision

• Strong organizational, interpersonal and relationship-building skils

• Proven territory leadership skills and practical experience with needs-based selling

The Team

Each RBC covers an assigned territory, partnering either with large call centers or with a region’s network of local investor centers or both. RBCs support financial advisors by onboarding new self-directed clients, while also helping to retain and develop existing clientele. Each supported Fidelity advisor maintains a book of roughly 400-500 households and thus relies on the RBC to add value to clients that express interest in individual securities especially when trading/investing with a competitor.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity is not providing immigration sponsorship for this position.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

NOTE: Fidelity will not provide sponsorship for this position.

The Role

We are looking for a Senior Product Manager of Regulatory Reporting who will be a Product Lead within the Regulatory Reporting Product team. You will be responsible for building and maintaining the suite of applications that support required trade and customer account reporting for the firm and meet the strict requirements of our regulators. The team is part of the broader Regulatory Reporting group within Fidelity Capital Markets and partners closely with internal stakeholders to deliver innovative, end to end technical/data solutions that comply with the ever-evolving external regulatory landscape.

You will be collaborating with business and other brokerage technology teams to report across multiple assets classes with very high levels of regulatory scrutiny. It is important that the right candidate be passionate about hands-on development and delivery, which requires a combination of both good technical skills, and participation in the design process.

The Expertise and Skills You Bring

• Bachelor’s degree
• Previous experience managing products or platform that support operational workflows and/or data streamlining. Also, experience with trade and/or customer account data, or regulatory trade reporting (LOPR, LTID, EBS, CAT/CAIS, Rule 605/606, TRACE, MSRB, ACT) considered a plus, but not required.
• FINRA Brokerage license Series 7 required within 6 months (Series 24 possible).
• Capital Markets experience
• Provide a broad range of regulatory reporting application support to the broader regulatory reporting group and various internal stakeholders.
• Solid understanding of systems / platform dependencies, problem solving and aptitude for learning new technology.
• Familiarity with project life cycle methodologies (business requirements, use cases, JIRA stories, user acceptance testing, quality release delivery).
• Identification of potential risk and operational opportunities across the platform(s).
• Experience working in a cross-collaborative team structure, as well as working in a large enterprise. Also, employing strong prioritization skills to manage roadmaps that include hard deadlines.
• Define, support and perform user acceptance, unit level, and integration testing.
• Manage and track products against predetermined goals.
• Collaborate with operations, data and external support teams to identify specific use cases relating to application gaps and required enhancements and to prioritize work based on level of criticality. Additionally, understand how each application relates to the broader suite of regulatory reporting applications and tools.
• Liaise with other product teams within the enterprise where there are system dependencies that impact the regulatory reporting roadmap and required work to uphold reporting requirements.
• Act as a key change agent by identifying and actioning opportunities for system automation and increased efficiency via streamlined data and system workflows.

The Team

Fidelity Capital Markets is the institutional trading arm of Fidelity Investments, providing trading products and services to a wide array of clients, including buy-side institutions and hedge funds, as well as to Fidelity’s own businesses. Fidelity Capital Markets offers a suite of electronic brokerage products and execution services across multiple asset classes including equities, fixed income, options, and forex, as well as prime brokerage, securities lending, and municipal and bank issued brokered CD underwriting. Our product coverage includes Equity Block Sales/Trading, Program/Electronic Trading, SAM Trading, International Equity Trading, Prime Brokerage, Soft Dollars, and New Accounts.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

NOTE: Fidelity will not provide sponsorship for this position.

The Role

Are you passionate about market structure, electronic trading, and using data to shape business strategy? Fidelity's Electronic Trading team is seeking a Director to lead the strategy and evolution of CrossStream, our off-exchange trading venue, while helping shape the future of our broader electronic trading business.

This role combines strategic planning, analytical problem-solving, and relationship-building. Responsibilities include leading the business strategy, analytics, and regulatory governance of CrossStream, identifying growth opportunities through data analysis, and partnering with teams across Fidelity to enhance our trading capabilities. As expertise and industry relationships deepen, the role will also focus on expanding partnerships with broker-dealers and trading technology providers, helping drive the continued growth of Fidelity's electronic trading business.

The Expertise and Skills You Bring

We are seeking a candidate who combines strong technical and analytical capabilities with a passion for driving business strategy. This role is ideal for someone who has developed expertise in electronic trading, market structure, quantitative analysis, or technology and is excited to expand their impact through product leadership, strategic planning, and industry engagement.

Success in this role requires the ability to independently analyze business performance, identify opportunities, and translate complex data into actionable recommendations. The ideal candidate is comfortable moving between detailed analysis and strategic discussions, building credibility through expertise, thoughtful problem-solving, and strong communication.

Preferred qualifications include:

• Strong analytical and technical skills, including the ability to independently query and analyze large datasets using SQL, q or similar tools
• Experience in product management, electronic trading, equity market structure, trading technology, or alternative trading venues
• Ability to independently investigate business questions using data and develop recommendations based on findings
• Experience coordinating complex initiatives across business, technology, trading, compliance, and operations teams
• Strong organizational skills and attention to detail in environments with regulatory and operational requirements
• Ability to communicate effectively with a broad range of stakeholders, including senior leaders and external partners
• Interest in developing commercial strategies, identifying growth opportunities, and cultivating industry partnerships

The most successful candidates bring curiosity, initiative, sound judgment, and a desire to continuously learn. They enjoy solving complex problems, working with data, and helping shape the direction of a growing business.

The Team

Our Electronic Trading team develops innovative trading solutions that connect clients and business partners with high-quality execution opportunities. We operate at the intersection of trading, technology, product management, quantitative research, and client engagement, helping Fidelity adapt and innovate within an evolving marketplace.

CrossStream is an important part of our electronic trading ecosystem, providing unique opportunities to improve execution outcomes and expand client access to liquidity. This role will play a key part in defining the future direction of the platform, while supporting broader strategic initiatives across Fidelity's electronic trading businesses including Fidelity Service Bureau.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

NOTE: Fidelity will not provide sponsorship for this position.

The Role

Are you passionate about market structure, electronic trading, and using data to shape business strategy? Fidelity's Electronic Trading team is seeking a Director to lead the strategy and evolution of CrossStream, our off-exchange trading venue, while helping shape the future of our broader electronic trading business.

This role combines strategic planning, analytical problem-solving, and relationship-building. Responsibilities include leading the business strategy, analytics, and regulatory governance of CrossStream, identifying growth opportunities through data analysis, and partnering with teams across Fidelity to enhance our trading capabilities. As expertise and industry relationships deepen, the role will also focus on expanding partnerships with broker-dealers and trading technology providers, helping drive the continued growth of Fidelity's electronic trading business.

The Expertise and Skills You Bring

We are seeking a candidate who combines strong technical and analytical capabilities with a passion for driving business strategy. This role is ideal for someone who has developed expertise in electronic trading, market structure, quantitative analysis, or technology and is excited to expand their impact through product leadership, strategic planning, and industry engagement.

Success in this role requires the ability to independently analyze business performance, identify opportunities, and translate complex data into actionable recommendations. The ideal candidate is comfortable moving between detailed analysis and strategic discussions, building credibility through expertise, thoughtful problem-solving, and strong communication.

Preferred qualifications include:

• Strong analytical and technical skills, including the ability to independently query and analyze large datasets using SQL, q or similar tools
• Experience in product management, electronic trading, equity market structure, trading technology, or alternative trading venues
• Ability to independently investigate business questions using data and develop recommendations based on findings
• Experience coordinating complex initiatives across business, technology, trading, compliance, and operations teams
• Strong organizational skills and attention to detail in environments with regulatory and operational requirements
• Ability to communicate effectively with a broad range of stakeholders, including senior leaders and external partners
• Interest in developing commercial strategies, identifying growth opportunities, and cultivating industry partnerships

The most successful candidates bring curiosity, initiative, sound judgment, and a desire to continuously learn. They enjoy solving complex problems, working with data, and helping shape the direction of a growing business.

The Team

Our Electronic Trading team develops innovative trading solutions that connect clients and business partners with high-quality execution opportunities. We operate at the intersection of trading, technology, product management, quantitative research, and client engagement, helping Fidelity adapt and innovate within an evolving marketplace.

CrossStream is an important part of our electronic trading ecosystem, providing unique opportunities to improve execution outcomes and expand client access to liquidity. This role will play a key part in defining the future direction of the platform, while supporting broader strategic initiatives across Fidelity's electronic trading businesses including Fidelity Service Bureau.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
• Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
• Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity
• A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
• Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
• Interpersonal skills and ability to grow relationships are exemplary
• Will take initiative and exceed expectations
• Outstanding communication and consultative skills, and thrives in a fast-paced work environment

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

The Team

The Role

The Value You Deliver

You will be responsible for both identifying new opportunities and monitoring existing positions across your assigned sub-sector(s). You will work closely with portfolio managers and other analysts on the domestic and international teams and play a vital role in contributing to investment performance.

Specific responsibilities include:

• Generating and validating new ideas within your sub-sector area(s) that are consistent with the team’s investment process. Specifically, idea generation involves:

  • Investigating stocks generated by the proprietary ranking process to identify potential to meet a fund’s key criteria of attractive valuation and future positive change. This process typically involves an initial review and, for those stocks that continue to meet the fund’s criteria, more extensive fundamental analysis.

  • Identifying stocks through your own process of monitoring opportunities in your sub-sector area(s), for example, by using screens, Fidelity research and sell-side research.

• Maintaining coverage of assigned sector stocks held in the required portfolios. Specifically, coverage involves:

  • Performing industry analysis – monitoring trends and developing a view regarding the relative attractiveness of the assigned sub-sectors

  • Maintaining up-to-date recommendations and target prices

  • Creating and maintaining proprietary financial models and valuation analysis

  • Monitoring investment theses to track the progress of improving dynamics and other critical variables

  • Conducting proprietary research

  • Collaborating with other Fidelity analysts

  • Engaging with company management through meetings and calls

• Communicating updates and recommendations to the Equity team and broader Fidelity investment organisation. The most important form of communication will be in-person discussions, supplemented by concise written reports, voicemails and emails as needed.

The Expertise and Skills You Bring

You will possess the following characteristics:

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

The Role

We are seeking a highly motivated Senior Security Analyst – Blockchain, Digital Assets & Smart Contract Security to join our Information Security organization. This role will help secure the firm's adoption of blockchain technologies, digital assets, tokenization platforms, and smart contract-enabled solutions.

As a subject matter expert in blockchain security, you will partner with engineering, architecture, risk, compliance, and product teams to assess emerging technologies and ensure they are deployed securely and in alignment with the firm's risk appetite, regulatory obligations, and security standards.

• Lead security assessments, threat modeling, and architecture reviews for smart contracts, decentralized applications (dApps), blockchain infrastructure, and digital asset platforms, identifying and driving remediation of vulnerabilities such as reentrancy, access control weaknesses, oracle manipulation, flash loan attack vectors, MEV/front-running risks, and governance or upgradeability flaws before production deployments
• Evaluate the security of blockchain implementations, including digital asset custody solutions, wallet technologies, key management controls, custodians, validator nodes, node gateways, APIs, oracles, cross-chain solutions, tokenization platforms, and staking initiatives, providing recommendations for secure design, implementation, and operation.
• Review third-party audit findings and validate remediation efforts while partnering with engineering, product, architecture, and security teams to provide security guidance throughout the development lifecycle and prior to production deployment.

• Develop and support security governance, standards, controls, and compliance requirements for blockchain and digital asset technologies, collaborating with Legal, Compliance, Enterprise Risk, and Audit teams to support regulatory examinations, control assessments, and internal audits.
• Monitor emerging blockchain threat and industry attack trends, assess impact to the organization, and recommend proactive security controls and risk mitigation strategies.
• Investigate blockchain-related security incidents and suspicious on-chain activity, perform root-cause analyses, and drive corrective actions

The Expertise and Skills You Bring

• 7+ years of experience in Information Security, Application Security, Security Engineering, or Cyber Risk and a bachelor’s degree in a related field
• 3+ years of hands-on experience with blockchain, digital assets, or smart contract security
• Experience conducting security assessments and threat modeling exercises
• Strong understanding of secure software development practices and application security principles
• Experience communicating technical risk to both technical and non-technical stakeholders

Preferred Qualifications

• Hands-on experience reviewing Solidity smart contracts
• Familiarity with Ethereum, EVM-based platforms, Layer-2 technologies, and blockchain infrastructure
• Experience assessing DeFi protocols, tokenization platforms, or digital asset custody solutions
• Knowledge of cryptography, public key infrastructure, digital signatures, and key management
• Experience using security assessment tools such as: Slither, Mythril, Echidna, Hardhat, or Foundry
• Experience in financial services, banking, asset management, fintech, or capital markets
• Familiarity with cloud security platforms specifically, AWS
• Understanding of regulatory and risk management frameworks
• One or more of the following certifications is preferred: CISSP, CISM, CRISC, CCSP, OSCP, GIAC certifications, or Blockchain security certifications

The Team

Fidelity Digital Asset Management [FDAM] is building an investment platform offering digital asset products and services designed to meet the growing needs of Fidelity’s retail customers, intermediaries, and institutional clients.

The Investment Risk Management team is part of the business function at FDAM and is responsible for providing independent oversight of risks associated with the creation, management, and operation of digital asset investment products with broader adoption and institutionalization of digital assets as a key driver. The team's mandate covers trading, portfolio management, settlement, custody, security, and portfolio origination risks, while also addressing the evolving information security and cyber risk landscape inherent to digital asset markets. This includes evaluating the adequacy of cybersecurity controls, digital asset protection mechanisms, technology resilience, third-party risk management practices, and governance frameworks designed to safeguard client assets and support secure investment operations.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Institutional Brokerage Database Services Center of Excellence (COE) COE is seeking a highly capable and motivated Director of Database Engineering and Administration to lead the design and delivery of database engineering solutions for mission-critical platforms.

This role offers an excellent opportunity to work with leading database technologies, including Oracle, PostgreSQL, CockroachDB, SingleStore, NoSQL, and Snowflake. It is ideal for building and applying end-to-end database service expertise, with a strong emphasis on application database administration and solution design. The position requires a creative mindset and a strong sense of ownership for assigned problems and requests, while providing significant exposure to cutting-edge technologies across the broader database landscape.

The Expertise and Skills You Bring

• 15 years of deep experience in Oracle database technologies, with a proven end-to-end understanding of the database stack, including Exadata, PostgreSQL, and distributed SQL databases, along with strong technical leadership on strategic initiatives. Experience with Db2 is an added advantage.

• 5 years of cloud experience

The Skills You Bring

• 15 years of experience in Oracle database administration, performance engineering, and replication engineering across Linux and engineered systems.

• 3 years of database performance experience on additional platforms, including PostgreSQL, Snowflake, CockroachDB, SingleStore, and Microsoft SQL Server, across Linux and engineered systems.

• 5 years of experience with distributed replication technologies (for example, Oracle Golden Gate, HVR and EDB Replication); preferred.

• Experience with cloud database platforms; AWS, Azure, or Oracle OCI certification is a plus.

• Deep domain expertise in Oracle internals, optimizer behavior, statistics management, partitioning, physical implementation, and workload management for highly scalable, resilient database platforms.

• Advanced skills in query performance tuning and optimization, Oracle Enterprise Manager, Linux shell scripting, and building database monitoring jobs using PL/SQL.

• Strong Linux shell scripting skills, with a solid understanding of Linux performance, preferred.

• Strong understanding of Oracle RAC performance challenges.

• Proven ability to work effectively in team environments while maintaining a positive, collaborative attitude.

• Ability to define and drive database performance standards, best practices, and improvement initiatives; AWS cloud experience is desired.

The Value You Deliver

• Perform applications database administration services including SQL code review, performance analysis, query tuning, database application design, physical data modeling, development support and Engineering.

• Lead proof of concept efforts to evaluate and enable new technology solutions

• Interface with enterprise teams for Systems Administrators, Cyber Security and Capacity Planning groups as and when situation demands

• Should have strong time management skills with willingness and ability to handle multiple projects/initiatives at the same time

• Self-motivated with strong team, interpersonal and communication skills!

• Establish database standards for operations, upgrades, migrations and onboarding new applications and/or clients

• Write clear, concise, well organized technical documentation to maintain standards and procedures

The Team

The Institutional Brokerage Database Services Center of Excellence (COE), delivers business-facing database solutions that cover the full application and business lifecycle of data platforms, including database design, solution engineering, database engineering, application-data-database integration, replication, performance consulting, deployment, and support, using world-class methodologies and technologies. The team provides end-to-end database services across a broad set of platforms, including Db2, Oracle, PostgreSQL, SQL Server, CockroachDB, Singlestore, DynamoDB, Aerospike, and Snowflake.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Institutional Brokerage Database Services Center of Excellence (COE) COE is seeking a highly capable and motivated Director of Database Engineering and Administration to lead the design and delivery of database engineering solutions for mission-critical platforms.

This role offers an excellent opportunity to work with leading database technologies, including Oracle, PostgreSQL, CockroachDB, SingleStore, NoSQL, and Snowflake. It is ideal for building and applying end-to-end database service expertise, with a strong emphasis on application database administration and solution design. The position requires a creative mindset and a strong sense of ownership for assigned problems and requests, while providing significant exposure to cutting-edge technologies across the broader database landscape.

The Expertise and Skills You Bring

• 15 years of deep experience in Oracle database technologies, with a proven end-to-end understanding of the database stack, including Exadata, PostgreSQL, and distributed SQL databases, along with strong technical leadership on strategic initiatives. Experience with Db2 is an added advantage.

• 5 years of cloud experience

The Skills You Bring

• 15 years of experience in Oracle database administration, performance engineering, and replication engineering across Linux and engineered systems.

• 3 years of database performance experience on additional platforms, including PostgreSQL, Snowflake, CockroachDB, SingleStore, and Microsoft SQL Server, across Linux and engineered systems.

• 5 years of experience with distributed replication technologies (for example, Oracle Golden Gate, HVR and EDB Replication); preferred.

• Experience with cloud database platforms; AWS, Azure, or Oracle OCI certification is a plus.

• Deep domain expertise in Oracle internals, optimizer behavior, statistics management, partitioning, physical implementation, and workload management for highly scalable, resilient database platforms.

• Advanced skills in query performance tuning and optimization, Oracle Enterprise Manager, Linux shell scripting, and building database monitoring jobs using PL/SQL.

• Strong Linux shell scripting skills, with a solid understanding of Linux performance, preferred.

• Strong understanding of Oracle RAC performance challenges.

• Proven ability to work effectively in team environments while maintaining a positive, collaborative attitude.

• Ability to define and drive database performance standards, best practices, and improvement initiatives; AWS cloud experience is desired.

The Value You Deliver

• Perform applications database administration services including SQL code review, performance analysis, query tuning, database application design, physical data modeling, development support and Engineering.

• Lead proof of concept efforts to evaluate and enable new technology solutions

• Interface with enterprise teams for Systems Administrators, Cyber Security and Capacity Planning groups as and when situation demands

• Should have strong time management skills with willingness and ability to handle multiple projects/initiatives at the same time

• Self-motivated with strong team, interpersonal and communication skills!

• Establish database standards for operations, upgrades, migrations and onboarding new applications and/or clients

• Write clear, concise, well organized technical documentation to maintain standards and procedures

The Team

The Institutional Brokerage Database Services Center of Excellence (COE), delivers business-facing database solutions that cover the full application and business lifecycle of data platforms, including database design, solution engineering, database engineering, application-data-database integration, replication, performance consulting, deployment, and support, using world-class methodologies and technologies. The team provides end-to-end database services across a broad set of platforms, including Db2, Oracle, PostgreSQL, SQL Server, CockroachDB, Singlestore, DynamoDB, Aerospike, and Snowflake.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Institutional Brokerage Database Services Center of Excellence (COE) COE is seeking a highly capable and motivated Director of Database Engineering and Administration to lead the design and delivery of database engineering solutions for mission-critical platforms.

This role offers an excellent opportunity to work with leading database technologies, including Oracle, PostgreSQL, CockroachDB, SingleStore, NoSQL, and Snowflake. It is ideal for building and applying end-to-end database service expertise, with a strong emphasis on application database administration and solution design. The position requires a creative mindset and a strong sense of ownership for assigned problems and requests, while providing significant exposure to cutting-edge technologies across the broader database landscape.

The Expertise and Skills You Bring

• 15 years of deep experience in Oracle database technologies, with a proven end-to-end understanding of the database stack, including Exadata, PostgreSQL, and distributed SQL databases, along with strong technical leadership on strategic initiatives. Experience with Db2 is an added advantage.

• 5 years of cloud experience

The Skills You Bring

• 15 years of experience in Oracle database administration, performance engineering, and replication engineering across Linux and engineered systems.

• 3 years of database performance experience on additional platforms, including PostgreSQL, Snowflake, CockroachDB, SingleStore, and Microsoft SQL Server, across Linux and engineered systems.

• 5 years of experience with distributed replication technologies (for example, Oracle Golden Gate, HVR and EDB Replication); preferred.

• Experience with cloud database platforms; AWS, Azure, or Oracle OCI certification is a plus.

• Deep domain expertise in Oracle internals, optimizer behavior, statistics management, partitioning, physical implementation, and workload management for highly scalable, resilient database platforms.

• Advanced skills in query performance tuning and optimization, Oracle Enterprise Manager, Linux shell scripting, and building database monitoring jobs using PL/SQL.

• Strong Linux shell scripting skills, with a solid understanding of Linux performance, preferred.

• Strong understanding of Oracle RAC performance challenges.

• Proven ability to work effectively in team environments while maintaining a positive, collaborative attitude.

• Ability to define and drive database performance standards, best practices, and improvement initiatives; AWS cloud experience is desired.

The Value You Deliver

• Perform applications database administration services including SQL code review, performance analysis, query tuning, database application design, physical data modeling, development support and Engineering.

• Lead proof of concept efforts to evaluate and enable new technology solutions

• Interface with enterprise teams for Systems Administrators, Cyber Security and Capacity Planning groups as and when situation demands

• Should have strong time management skills with willingness and ability to handle multiple projects/initiatives at the same time

• Self-motivated with strong team, interpersonal and communication skills!

• Establish database standards for operations, upgrades, migrations and onboarding new applications and/or clients

• Write clear, concise, well organized technical documentation to maintain standards and procedures

The Team

The Institutional Brokerage Database Services Center of Excellence (COE), delivers business-facing database solutions that cover the full application and business lifecycle of data platforms, including database design, solution engineering, database engineering, application-data-database integration, replication, performance consulting, deployment, and support, using world-class methodologies and technologies. The team provides end-to-end database services across a broad set of platforms, including Db2, Oracle, PostgreSQL, SQL Server, CockroachDB, Singlestore, DynamoDB, Aerospike, and Snowflake.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Senior Manager, Compensation

Note: Fidelity will not provide immigration sponsorship for this position

The Role

As a Senior Manager of Compensation, you will play a critical part in the execution, governance, and continuous enhancement of Fidelity's Executive Compensation and Shareholder programs. As a key member of the Executive Compensation team, you will leverage your expertise in compensation analysis, program management, executive compensation administration, and cross-functional partnership to support compensation programs across the organization. This position also plays an important role in supporting executive compensation governance, compliance, and risk management activities.

You will be responsible for analyzing complex compensation data, supporting executive compensation processes and initiatives, and partnering with internal stakeholders to ensure programs are competitive, compliant, and aligned with enterprise objectives. This role requires elevated analytical capabilities, strong business acumen, attention to detail, and the ability to navigate a highly visible and regulated environment.

The Experience and Skills You Bring

• Bachelor’s Degree
• 5-7 years of related work experience, preferably in HR or Compensation
• Strong proficiency in Microsoft Excel and PowerPoint, with an interest in learning new tools
• Understanding of internal HR tools such as Workday, WIA/WFDL, and Compensation Planner
• Experience utilizing external market data and compensation survey sources
• Strong ability to analyze large datasets and draw actionable conclusions
• High degree of accuracy and solution-oriented mindset
• Ability to work across a large organization and manage multiple priorities efficiently
• Excellent verbal and written communication skills, including the ability to create executive-ready materials
• Ability to manage highly confidential and sensitive information with discretion and professionalism
• Ability to build relationships and consult with all levels of the organization
• Strong program/project management skills
• Ability to listen and respond effectively to information, and to give and receive feedback

The Team

As a member of Fidelity's Executive Compensation team, you will work alongside industry-leading compensation professionals in support of Fidelity's compensation philosophy and executive pay and Shareholder programs.

The Executive Compensation function operates in a highly collaborative and cross-functional environment, partnering closely with Business Unit Compensation teams, Human Resources, Finance, Legal, Corporate Governance, Payroll, and Workforce Analytics. In addition, this role regularly engages with external compensation consultants, market data providers, and other third-party vendors that support executive compensation programs.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As an Analyst within Fidelity Risk Group’s Quantitative Risk Analysis team, you will be working in a team-based, fast-paced environment. This role will expose you to the various facets of the financial services industry with a concentration in quantitative model validation and financial modeling, and develop your brand as a leader, mentor, and strategic thinker across Fidelity.

Key responsibilities:

• Perform model validation across firm-wide business groups, including an assessment of model inputs, calculation methodology, outputs, and key assumptions
• Assess exposure to financial risks, including counterparty, interest rate, and foreign exchange risks
• Perform quantitative and qualitative analysis to evaluate portfolio risks, price complex securities, and analyze strategic allocations
• Prepare presentations and written assessments to communicate observations and proposed improvements for business leaders and executives
• Provide viable solutions to identified issues and collaborate with business leaders to implement them
• Build deep working relationships with clients throughout Fidelity
• Mentor and develop skills of Associate colleagues

The Expertise and Skills You Bring

• MS in Finance, Mathematical Finance, or related field of study
• 2-4 years of relevant work experience
• Strong problem solving, quantitative, and analytical abilities
• Demonstrated leadership abilities and idea generation
• Ability to prioritize multiple tasks and manage workload
• Strong proficiency with Bloomberg, Excel, and/or statistical software (e.g., R, Python, MATLAB, SQL)
• Progress towards CFA or similar industry certification preferred
• Strong written and verbal communication skills

The Team

The Quantitative Risk Analyst will work on a cross-functional team responsible for evaluating market, financial, and operational risks; validating quantitative models; assessing private and complex asset valuations; evaluating the effectiveness of risk management models and tools; communicating issues and findings to management; and devising solutions for continual business improvements. Key areas of focus include quantitative modeling, valuation and pricing, trade cost analysis, investment products, financial market events, and credit risk.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:

• Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity. You’ll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
• Build and Solidify Skills: You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
• Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.

During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day.

The Expertise and Skills You Bring

• High energy and enthusiasm with a demonstrated passion for helping people
• Flexibility and self-motivation
• Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
• Eagerness to learn and build a profession in financial services
• Ability to deliver an outstanding customer experience
• Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
• Coachability, collaboration, and curiosity fuels success in the role

The Team

We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:

• Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity. You’ll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
• Build and Solidify Skills: You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
• Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.

During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day.

The Expertise and Skills You Bring

• High energy and enthusiasm with a demonstrated passion for helping people
• Flexibility and self-motivation
• Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
• Eagerness to learn and build a profession in financial services
• Ability to deliver an outstanding customer experience
• Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
• Coachability, collaboration, and curiosity fuels success in the role

The Team

We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

We at Fidelity Trade Management Engineering (TME) group are responsible for building and maintaining Fidelity’s brokerage platform order management and trade processing system. We are high functioning, fast paced technology group that work on cutting edge technologies to deliver low latency and high throughput trading solutions. We want to work with an engineer who is versatile, always eager to take on new problems and share solutions as we push the technology forward. Working independently as well as collaboratively, it is important for this person to have a positive approach to leadership, teamwork, and a drive to deliver groundbreaking solutions every day.

The Expertise You Have

• Have at least a bachelor’s degree in Computer Science, Engineering, Information Technology or equivalent, with a preference for advanced study
• Minimum 8 years of software design, development and performance testing experience
• Deep hands-on experience in Software Performance Engineering
• Demonstrated skill in Java, Spring, Python, Linux
• Hands on experience using tools like jMeter to build performance harness for software benchmarking
• Willingness to guide and mentor junior team members on solid engineering practices
• Previous exposure to trading systems or brokerage technology
• Knowledge of the FIX protocol is a plus

The Skills You Bring

• Ability to understand end to end platform and identify issues that can cause performance, scalability or resilience issues
• Effective analytical, communication, and organizational skills and a willingness to run with multiple tasks at a given time
• Thrive in a team environment, collaborating openly and actively contributing
• Able to innovate independently and work with leadership
• Familiarity with event driven and service-oriented processing is required
• Demonstrated work experience with cloud technologies. Industry certifications are welcome, but hands on experience and expertise are better. Walking the walk is the most important thing
• An eye for detail and a skill for root cause analysis in diagnosing and mitigating production problems as quickly as possible in a dynamic, high value environment

The Value you Deliver

• Work across organization and collaborate with teams to build highly scalable and resilient trading platform
• Deliver high quality, timely, cost effective and maintainable software solutions in an agile environment to meet functional and non-functional business requirements
• Actively contribute to the improvement of engineering practices such as code and design reviews, cloud strategy, and build and deployment pipelines
• Work with squad lead and team tech lead on a frequent, recurring basis to design and implement novel solutions to complicated problems
• Able to clearly present complex technical solutions, ideas, and plans to management, program teams, and less technical stakeholders as needed
• Develop an understanding of the business domain you are working on and contribute to technology discussions with business partners and other external parties
• Investigate creative practices and help decide how to apply them within the team.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As Director of Communications for Fidelity’s Enterprise Services (ES), you will work in close partnership with Fidelity executives, supporting high-impact communications and fostering alignment across the organization. You will collaborate with Fidelity’s ES businesses that develop new sources of revenue, explore emerging technologies, enhance operational capabilities, and improve the customer experience. You’ll work directly with senior leaders to develop thoughtful, strategic, and impactful communications campaigns, executive speaking points, presentations, intranet content, and messaging across digital, social channels and live events.

Collaborating with business and functional partners, you’ll drive communications that align with Fidelity priorities, connect associates to the business strategy, and support organizational and cultural change. You’ll have opportunities to grow and deliver impact as you partner closely with colleagues in Fidelity’s Corporate Communications and Corporate Affairs teams covering government relations, public policy, external communications, community relations, social media, and more.

The Expertise and Skills You Bring

• • Bachelor’s Degree, 10 plus years as a communications professional; experience with executive, internal, or external communications essential.
  • Proven success building and maintaining relationships with senior stakeholders and business partners.
  • Strong storytelling, written and verbal communication skills, with the ability to communicate complex information clearly to diverse audiences.
  • Experience delivering strategies and communications that effectively support organizational change initiatives, ensuring alignment with business goals and stakeholder engagement.
  • Strong project management skills and the ability to manage and prioritize multiple projects simultaneously in a fluid environment.
  • You can independently drive key components of communications and change management initiatives.
  • You are highly motivated and can thrive in a fast-paced and constantly evolving team environment.
  • You are an innovative thinker who brings a creative mindset to solving problems.
  • You have a strategic approach and can effectively evolve strategies based on feedback.

The Team

This role sits in the Leadership Communications organization within Corporate Communications.

We connect our work to larger enterprise efforts that reach a range of internal and external audiences.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Investment Management Consultant II

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The role of Investment Management Consultant II is to act as a product authority on managed accounts and the associated managed account process. This role focuses on customer experience, retention, and sales associated with Fidelity Managed Accounts in coordination with the client’s Financial Consultant or Wealth Planner. It is a direct customer contact role in which the Investment Management Consultant II will address the most complex managed account sales and client management needs. Specifically, this includes Annual Strategic Reviews, risk mitigation, and acting as Portfolio Advisory Services’ voice to the customer. With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licenses required or ability to acquire Series 66 upon hire
• Hold appropriate state registrations
• Professional designation (CFP) preferred
• Minimum 7 years of financial relationship management experience
• Bachelor’s degree or equivalent experience
• Deep understanding of managed account industry and Fidelity’s managed offerings

• Broad-based knowledge and understanding of financial planning, investments, global economics, and the determinants of market movements
• Deep understanding of asset allocation, tax planning, and estate planning to service each client's distinct investment needs
• Demonstrated success in strong needs-based consultative sales skills and client/book management skills
• Excellent time management, organizational, and phone communication skills, coupled with strong decision-making abilities and sound judgment
• Ability to leverage expertise in the managed money industry and Fidelity's product line, including existing and emerging offerings, to deliver solutions aligned with client needs
• Able to handle a book of 850 clients and approximately $500MM in Portfolio Advisory Services (PAS) AUM
• Participate in joint phone calls with Financial Consultants and clients during Annual Strategic Reviews, presenting recommendations, supporting retention and at-risk client discussions, and identifying additional sales opportunities
• Conduct pre- and post-sales conversations with clients, establishing expectations on performance, fees, portfolio construction, rebalancing and reallocation strategies
• Demonstrated effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Wealth and Workplace Advisors, utilizing internal support resources
• Effective profiling, funding, investing procedures, risk mitigation and compliance oversight
• Ability to engage clients in response to their needs while leveraging strong practice management skills

The Team

The Investment Management Consultant II is part of Fidelity’s Portfolio Advisory Services group, which operates within our Wealth business unit. We are leading providers of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You will work with them personally to help achieve their dreams – whether that’s saving for college, for retirement, for a big vacation, or anything else. It is a serious responsibility and it’s why we’ll surround you with amazing, supportive people and all the tools you need. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Parlay your managed money expertise into a rewarding sales and relationship career in Financial Services.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Financial Representative

We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

The Expertise We’re Looking For

• Customer service, phone, or financial services experience will prepare you for this role
• Banking, insurance, or financial experience is an excellent addition to your experience
• We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
• Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Purpose of Your Role

It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.

The Skills You Bring

• Superb interpersonal skills and passion to engage with clients
• An aptitude to assess client needs and identify opportunities
• Remarkable attention to detail and ability to prioritize
• Organizational skills to manage multiple tasks
• Being coachable, collaborative, and curious are your "go to" attributes

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

• A key member of the team, you are offering support to Fidelity’s most valuable clients daily
• By identifying leads and making effective introductions, you are directly impacting the success of the branch
• Your efforts will be valued by clients and you will find working with those clients a rewarding experience
• As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity’s products, services, and planning tools. You will develop relationship‑building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.

The Expertise and Skills You Bring

• Strong client relationship and consultative experience
• Experience with inbound/outbound warm leads and customer engagement
• Interest or knowledge in financial services and retirement planning
• Strong communication, technology, and time‑management skills
• Ability and flexibility to work in a “hybrid” work setting, both at home and in office
• Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

The Team

The Planning and Advice team helps individuals build confidence in their financial future through personalized planning and investment guidance. Team members partner with workplace participants and personal investing clients to understand their needs, build trusted relationships, and connect them with solutions aligned to their goals.

As part of a collaborative and growth-oriented environment, associates follow a structured development path designed to build financial planning expertise, client relationship skills, and consultative capabilities. The team leverages Fidelity's planning tools, research, investment solutions, and business partnerships to deliver personalized experiences and support clients in achieving long-term financial well-being.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by finding opportunities to deepen relationships.

The Expertise and Skills You Bring

• Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role
• Experience in banking, insurance, or financial services is a plus
• Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses
• A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
• Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance
• Superb interpersonal skills and passion to engage with clients
• The ability to assess client needs and find opportunities
• Remarkable attention to detail and ability to prioritize
• Organizational skills to manage multiple tasks
• Embraces feedback, fosters collaboration, and approaches challenges with curiosity

The Team

As a key member of the team, you will provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships. By proactively identifying opportunities and making effective introductions, you will play a direct role in driving the success and growth of the branch. Your contributions will be recognized and appreciated by clients, making your work both impactful and rewarding.

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

The Role

Fixed Income Quantitative Research Services provides analytic solutions and data management services to teams in quantitative research, portfolio management, and senior leadership roles across Asset Management. This specialized team leads development efforts to expand and enhance the technical infrastructure and reporting capabilities associated with single security fixed income analytics, multi-factor model risk forecasting, big data analytics, and performance attribution. Together with their partners in the technology and research divisions, members of this organization work as an integral part of small project teams to deliver innovative data visualization and analytic tools capable of illustrating current and time series investment themes, portfolio exposures, and factors driving fund performance. In addition to their project work, associates are also responsible for the oversight, maintenance, quality assurance and operational support of analytic and reporting environments to ensure timely and accurate investment intelligence is delivered for direct use within the portfolio management process.

The Experience and Skills you bring

• A Bachelor’s degree in finance, math, accounting, engineering, or computer science. Master’s Degree and/or CFA Charter are strongly desired.

• 2 plus years of experience in an investment data analytics capacity with a focus on Fixed Income.

• Develop deep understanding across all aspects of Fixed Income quant research including model construction, factor definitions, factor calculations, security analytics and translating output statistics into meaningful information used within the portfolio management function.

• Perform business, systems, and data analysis, process design, and acceptance testing across projects that require new research content, investment analytics, and/or produce additional reporting capabilities for investment professionals.

• Oversee daily/weekly/monthly production reporting cycles across the analytic environments. Ensure all required input data is available, processes run successfully, statistical output is accurate, and reports are generated properly.

• Respond to ad-hoc data analysis requests in support of projects performed by Quantitative Research Analysts in addition to frequent high priority inquiries from other senior investment professionals.

• Contribute to the continued development and incorporation of non-traditional and/or unstructured data as well as data science applications to enhance the research and investment process.

• Advanced level SQL and ability to traverse a wide array of database schemas across diverse content sets.

• Experience programming in Python or R with the ability to develop customized quantitative tools.

• Highly analytical with the ability to quickly comprehend large data sets in order to develop new processes, perform calculations, identify anomalies, and/or produce new reporting capabilities.

• Familiarity with quantitative analytics, including fund and index performance measurement, predictive risk modeling, alpha research, stock selection models, and performance attribution.

• Hands-on project leadership skills with the drive to complete projects as a part of small teams within an extremely fast paced environment. Capability to liaise with investment professionals to gather requirements and manage deliverables of technical development teams.

• Working knowledge of fixed income securities, corporate actions, financial statement analysis, street estimates, pricing and performance data.

• Highly proactive, collaborative and self-motivated with the ability to meet objectives under minimal supervision.

• Strong written and verbal communication; able to communicate effectively with key stakeholders on deliverables

• Demonstrated history as a top performer working in a data analysis role where technical skills were required.

• Successfully led small to medium sized projects in a fast-paced environment.

The Team

As part of the Fixed Income Quant Services team, you will work on improving the analytics and risk platform as well as quant processes by collaborating across teams and driving the engagement. You will leverage your strong technology and domain skills to understand business requirements, partner with quant analysts in testing model prototypes and work with technology partners in driving the implementation of said models. You will also use your analytical skills to actively monitor the quality of the security and fund level analytics and reports.

Certifications:

Category:

Job Description:

NOTE: Fidelity will not provide sponsorship for this position.

The Role

The Senior Analyst, Equity Production Support is a key member of the Fidelity Capital Markets (FCM) Order Room Production Support team. In this role, you will help ensure the reliability and effectiveness of Fidelity's electronic trading platforms while supporting institutional, retail, and internal clients.

You will partner with business and technology teams, external market participants, and fellow associates to solve complex problems, improve client experiences, and contribute to the evolution of Fidelity's trading capabilities. This role offers a unique opportunity to develop expertise in equity market structure, electronic trading, operational risk management, and client engagement within a collaborative and supportive team environment.

What You'll Do:

• Support electronic trading products that facilitate retail, institutional, and Fidelity Investments order flow.
• Partner with clients, technology teams, and business stakeholders to troubleshoot issues and deliver effective solutions.
• Help manage order routing and recovery processes during trading or system events.
• Build relationships with external execution venues and internal business partners.
• Analyze operational and trading-related issues to identify root causes and recommend improvements.
• Contribute to product enhancements and process improvement initiatives that strengthen platform performance and client experience.
• Support a strong risk and control environment while maintaining compliance with applicable regulations and procedures.
• Share knowledge and collaborate across teams to continuously improve how we work and serve our clients.

The Expertise and Skills You Bring

We're interested in candidates who bring a combination of operational expertise, curiosity, analytical thinking, and a commitment to delivering excellent client experiences.

You may be a great fit if you have:

• Experience in Capital Markets, Brokerage Operations, Trading Operations, Production Support, or a related financial services environment.
• A client-focused mindset and the ability to build strong relationships with stakeholders at all levels.
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication abilities.
• The ability to manage multiple priorities in a dynamic environment.
• An interest in financial markets, electronic trading, and trading technologies.
• Experience working independently while contributing to a collaborative team culture.
• Knowledge of equity market structure and electronic trading workflows.
• Familiarity with FIX Protocol or electronic order routing.
• Understanding of institutional or retail trading operations.
• Series 7 and Series 63 licenses, or willingness to obtain them with company support after joining.

The Team

You'll join a team that sits at the intersection of technology, trading, operations, and client service. The work is highly visible and provides exposure to a broad range of Fidelity businesses, trading products, and industry participants.

The team values:

• Collaboration and mutual support
• Continuous learning and professional growth
• Diverse perspectives and innovative thinking
• Open communication and knowledge sharing
• Delivering exceptional outcomes for our clients

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The role of Investment Management Consultant II is to act as a product authority on managed accounts and the associated managed account process. This role focuses on customer experience, retention, and sales associated with Fidelity Managed Accounts in coordination with the client’s Financial Consultant or Wealth Planner. It is a direct customer contact role in which the Investment Management Consultant II will address the most complex managed account sales and client management needs. Specifically, this includes Annual Strategic Reviews, risk mitigation, and acting as Portfolio Advisory Services’ voice to the customer. With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licenses required or ability to acquire Series 66 upon hire
• Hold appropriate state registrations
• Professional designation (CFP) preferred
• Minimum 7 years of financial relationship management experience
• Bachelor’s degree or equivalent experience
• Deep understanding of managed account industry and Fidelity’s managed offerings

• Broad-based knowledge and understanding of financial planning, investments, global economics, and the determinants of market movements
• Deep understanding of asset allocation, tax planning, and estate planning to service each client's distinct investment needs
• Demonstrated success in strong needs-based consultative sales skills and client/book management skills
• Excellent time management, organizational, and phone communication skills, coupled with strong decision-making abilities and sound judgment
• Ability to leverage expertise in the managed money industry and Fidelity's product line, including existing and emerging offerings, to deliver solutions aligned with client needs
• Able to handle a book of 850 clients and approximately $500MM in Portfolio Advisory Services (PAS) AUM
• Participate in joint phone calls with Financial Consultants and clients during Annual Strategic Reviews, presenting recommendations, supporting retention and at-risk client discussions, and identifying additional sales opportunities
• Conduct pre- and post-sales conversations with clients, establishing expectations on performance, fees, portfolio construction, rebalancing and reallocation strategies
• Demonstrated effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Wealth and Workplace Advisors, utilizing internal support resources
• Effective profiling, funding, investing procedures, risk mitigation and compliance oversight
• Ability to engage clients in response to their needs while leveraging strong practice management skills

The Team

The Investment Management Consultant II is part of Fidelity’s Portfolio Advisory Services group, which operates within our Wealth business unit. We are leading providers of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You will work with them personally to help achieve their dreams – whether that’s saving for college, for retirement, for a big vacation, or anything else. It is a serious responsibility and it’s why we’ll surround you with amazing, supportive people and all the tools you need. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Parlay your managed money expertise into a rewarding sales and relationship career in Financial Services.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Portfolio Services team within Liquid Alts Investment Services provides critical support to the investment organization to help ensure the integrity of the operational landscape and serve as a primary point of contact for investment professionals. We do this by taking the lead on new product implementation and product updates, troubleshooting problems, addressing business partner inquiries, coordinating cross-company initiatives, and driving efficient business processes. This role will have a focus on new instrument testing and implementation, in support of our Liquid Alternative products.

We are looking for someone who is passionate and motivated with a strong desire to support the investment process on behalf of our customers! We work alongside investment professionals and key business partners to drive efficiency and bring new products and services to our retail and institutional customers. The Director of Portfolio Services is a leader who demonstrates the ability to manage complex projects, help triage business issues, establish efficient and effective processes, and maintain relationships across the organization in support of critical strategic priorities. The successful candidate will excel in a fast-paced environment, demonstrate the ability to lead complex initiatives, drive creative solutions, and be highly flexible in an extremely dynamic environment.

The Expertise and Skills You Bring

• 7plus years working experience

• Bachelor's degree required, CFA, CAIA or progress towards is preferred

• Broad-based Fidelity and/or investment industry experience primarily focused on supporting investment processes, including strong knowledge of front-, middle- and back-office investment functions and operations
• Working knowledge of complex instrument types (e.g., Futures, Options, Equity TRS, CDX, IRS, FX Forwards, Swaptions, etc.) Familiarity with derivative lifecycle events including settlements, collateral, clearing, pricing, and related reference data
• Strong understanding of different strategy structures or legal wrappers (e.g., mutual funds - 40-Act/81-102, ETFs, hedge funds, limited partnerships, etc.)
• Strong project-management skills; can think end-to-end about processes and workflows
• Demonstrated relationship building and influence capabilities
• Excellent written and oral communication skills
• Strong interpersonal skills with ability to collaborate with multiple stakeholders

The Successful Candidate will:

• Support strategic cross-advisor new instrument testing and enablement
• Provide Derivatives subject matter expertise and advise on industry best practices
• Engage with portfolio teams to develop roadmap to deliver key capabilities to meet the demands of product pipeline
• Serve as central point of contact for coordination with all support functions for new derivatives (e.g., Futures, Options, Total Return Swaps, Swaptions, CDS/X, FX, Inflation, etc.)
• Establish point of accountability for cross-AM derivatives program/implementation
• Drive the implementation of derivatives platform and associated control/oversight/monitoring processes
• Develop framework with operations partners (FFIO) to ensure required processing, settlement, and ongoing maintenance of derivative instruments and serve as escalation contact
• Build a framework to monitor and report on the end-to-end derivative lifecycle across AM, Treasurer’s Office and FFIO teams’ (e.g., Complex Securities Committee)
• Establish governance framework with appropriate teams to understand changes and implications to global regulatory and market structure and coordinate implementation of required changes
• Work with technology counterparts to identify, prioritize, and implement enhancements
• Partner with Derivatives Risk Manager (DRM) to develop and implement a derivatives play-book (i.e., training curriculum), outlining different types of derivatives, why/how they are used (i.e., investment rationale) and implemented, etc.

The Team

The Asset Management Investment Services (AMIS) group comprises the following teams: Investment Services, Investment Risk Management, Business Operations and Strategy, and Fidelity Fund Investment Operations. AMIS is a global organization that is focused on advancing the strategic priorities of Fidelity and Asset Management through innovation, business partner alignment, and building and supporting a culture that challenges the status quo and promotes vitality. The teams work together to support Asset Management’s strategic goals while being the best partner to the business to protect our clients via proactive compliance monitoring, risk oversight and strategic business planning. The team’s key organizational themes are business partnership and stewardship, modernization and digitization, innovation, and talent development.

#FidelityAlts

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

We have an exciting opportunity for a Remote Licensed Director, Retirement Planner in the Greater Metro-Phoenix area! The position is remote and requires that you reside in the Greater Phoenix, AZ area.

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Director, Retirement Planner on the Tax-Exempt Market Planning and Advice (TEMPA) team, you will play a critical role in helping workplace retirement plan participants achieve their long-term financial goals through personalized planning and investment guidance. Working closely with a cross-functional team that includes the Managing Director, Workplace Regional Manager, Planning & Guidance team, and retail partners, you will deliver high-quality one-on-one consultations covering retirement planning, investment strategies, income planning, portfolio reviews, and plan education. By understanding each participant’s unique financial circumstances, you will provide tailored recommendations designed to support informed decision-making and financial success.

This role is responsible for driving participant engagement, satisfaction, and business growth by delivering comprehensive planning and investment solutions to high-net-worth workplace participants. Key responsibilities include meeting or exceeding established performance goals, identifying opportunities to introduce Fidelity products and services, and supporting both Personal and Workplace Investments growth initiatives. In partnership with the Tax-Exempt Market onsite team, you will foster strong participant relationships across multiple workplace client organizations, enhance the client experience, and create opportunities to expand and deepen Fidelity relationships.

The Expertise and Skills You Bring

• Bachelor’s degree preferred
• 5+ years of experience in investment sales, wealth management, or financial planning
• Series 7 & 66 preferred; Series 7 & 63 required, with the ability to acquire 65/66 within 90 days of hire
• Proven success developing and managing relationships with high-net-worth clients while driving business growth and asset acquisition
• Strong knowledge of investment products and services, including brokerage, insurance, wealth management, estate planning, and retirement planning strategies
• Exceptional written, verbal, and interpersonal communication skills
• Ability to effectively engage and influence plan sponsors, participants, and other key stakeholders

The Team

The Tax-Exempt Market Planning & Advice organization exists to help employees in our tax-exempt workplace communities. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education and financial planning and advice for our 403b and 457 plan participants. Our value is delivered to over one million plan participants every year, encouraging them to reach their financial goals and bringing the broader Fidelity Advantage to life.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Investment Management Consultant II

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The role of Investment Management Consultant II is to act as a product authority on managed accounts and the associated managed account process. This role focuses on customer experience, retention, and sales associated with Fidelity Managed Accounts in coordination with the client’s Financial Consultant or Wealth Planner. It is a direct customer contact role in which the Investment Management Consultant II will address the most complex managed account sales and client management needs. Specifically, this includes Annual Strategic Reviews, risk mitigation, and acting as Portfolio Advisory Services’ voice to the customer. With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licenses required or ability to acquire Series 66 upon hire
• Hold appropriate state registrations
• Professional designation (CFP) preferred
• Minimum 7 years of financial relationship management experience
• Bachelor’s degree or equivalent experience
• Deep understanding of managed account industry and Fidelity’s managed offerings

• Broad-based knowledge and understanding of financial planning, investments, global economics, and the determinants of market movements
• Deep understanding of asset allocation, tax planning, and estate planning to service each client's distinct investment needs
• Demonstrated success in strong needs-based consultative sales skills and client/book management skills
• Excellent time management, organizational, and phone communication skills, coupled with strong decision-making abilities and sound judgment
• Ability to leverage expertise in the managed money industry and Fidelity's product line, including existing and emerging offerings, to deliver solutions aligned with client needs
• Able to handle a book of 850 clients and approximately $500MM in Portfolio Advisory Services (PAS) AUM
• Participate in joint phone calls with Financial Consultants and clients during Annual Strategic Reviews, presenting recommendations, supporting retention and at-risk client discussions, and identifying additional sales opportunities
• Conduct pre- and post-sales conversations with clients, establishing expectations on performance, fees, portfolio construction, rebalancing and reallocation strategies
• Demonstrated effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Wealth and Workplace Advisors, utilizing internal support resources
• Effective profiling, funding, investing procedures, risk mitigation and compliance oversight
• Ability to engage clients in response to their needs while leveraging strong practice management skills

The Team

The Investment Management Consultant II is part of Fidelity’s Portfolio Advisory Services group, which operates within our Wealth business unit. We are leading providers of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You will work with them personally to help achieve their dreams – whether that’s saving for college, for retirement, for a big vacation, or anything else. It is a serious responsibility and it’s why we’ll surround you with amazing, supportive people and all the tools you need. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Parlay your managed money expertise into a rewarding sales and relationship career in Financial Services.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The role of Investment Management Consultant II is to act as a product authority on managed accounts and the associated managed account process. This role focuses on customer experience, retention, and sales associated with Fidelity Managed Accounts in coordination with the client’s Financial Consultant or Wealth Planner. It is a direct customer contact role in which the Investment Management Consultant II will address the most complex managed account sales and client management needs. Specifically, this includes Annual Strategic Reviews, risk mitigation, and acting as Portfolio Advisory Services’ voice to the customer. With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licenses required or ability to acquire Series 66 upon hire
• Hold appropriate state registrations
• Professional designation (CFP) preferred
• Minimum 7 years of financial relationship management experience
• Bachelor’s degree or equivalent experience
• Deep understanding of managed account industry and Fidelity’s managed offerings

• Broad-based knowledge and understanding of financial planning, investments, global economics, and the determinants of market movements
• Deep understanding of asset allocation, tax planning, and estate planning to service each client's distinct investment needs
• Demonstrated success in strong needs-based consultative sales skills and client/book management skills
• Excellent time management, organizational, and phone communication skills, coupled with strong decision-making abilities and sound judgment
• Ability to leverage expertise in the managed money industry and Fidelity's product line, including existing and emerging offerings, to deliver solutions aligned with client needs
• Able to handle a book of 850 clients and approximately $500MM in Portfolio Advisory Services (PAS) AUM
• Participate in joint phone calls with Financial Consultants and clients during Annual Strategic Reviews, presenting recommendations, supporting retention and at-risk client discussions, and identifying additional sales opportunities
• Conduct pre- and post-sales conversations with clients, establishing expectations on performance, fees, portfolio construction, rebalancing and reallocation strategies
• Demonstrated effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Wealth and Workplace Advisors, utilizing internal support resources
• Effective profiling, funding, investing procedures, risk mitigation and compliance oversight
• Ability to engage clients in response to their needs while leveraging strong practice management skills

The Team

The Investment Management Consultant II is part of Fidelity’s Portfolio Advisory Services group, which operates within our Wealth business unit. We are leading providers of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You will work with them personally to help achieve their dreams – whether that’s saving for college, for retirement, for a big vacation, or anything else. It is a serious responsibility and it’s why we’ll surround you with amazing, supportive people and all the tools you need. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform. Parlay your managed money expertise into a rewarding sales and relationship career in Financial Services.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. In this pivotal role, you will support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities are aligned with client needs. Through your honesty and integrity, we know you will inspire client dedication and engagement to develop long-lasting, positive relationships with Fidelity. You will learn how to cultivate a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• 1-3 years in financial services with an emphasis in providing an excellent customer experience
• Ability to find success in a dynamic, deadline driven, and detailed compliance environment
• Planning experience and knowledge of financial markets and products
• Strong social skills and the ability to deliver highly personalized service to each client
• Ability to think creatively and be comfortable making decisions with the support of your team
• Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
• Ability to facilitate targeted appointments that drive meaningful client engagement
• Client-focused mindset and brings strong financial planning insight
• Vested interest in being an advocate for clients
• Professional, with a polished communication style
• Demonstrate coachability, collaboration, and curiosity as core strengths

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding. You are key to the Fidelity relationship strategy. You will be focused on deepening client relationships through long-term mentorship, collaborating with the Relationship Manager team company wide, being responsible for the client contact strategy, and building long-lasting meaningful relationships with clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Job Title: Sales Strategist – Deal Manager

Note: Fidelity will not provide immigration sponsorship for this position

The Role

Are you a hardworking and organized person who would thrive in a collaborative, fast paced environment? If so, come build your career with us!

As a Sales Strategist, Deal Manager your primary responsibility will be supporting Fidelity 401k plan sales. You will work closely with your Workplace Investing Retirement Director and Regional Account Executive sales partners to support your team with both their ongoing advisor relationships and the sales process. Your purpose is to provide support to help the selling team focus on their sales opportunities and help them achieve success more quickly.

The Expertise and Skills You Bring

• Knowledge of defined contribution and/or financial services industry
• Strong understanding of financial advisors and/or third-party administrators
• Experience working with sales teams or in collaborative partnerships
• Investment product knowledge
• Robust communication and interpersonal skills
• Good business acumen
• Minimal travel requirement (<5%)
• Series 7 and 63 Required
• Bachelors Degree or equivalent with 5+ years’ experience or Masters Degree with 3+ years’ experience
• Outstanding attention to detail
• Ability to take initiative in ownership of client deliverables
• Excellent written and verbal communication skills
• Ability to thrive in a very fast-paced demanding environment
• Excellent organizational and time management skills
• Solid collaboration skills and interpersonal skills to communicate effectively with business partners and team members at all levels of the organization
• Strong individual contributor within a team environment
• Creative problem-solving skills
• Analyzing the proposal\presentation requirements with the other Deal team members and delivering pricing to prospects
• Provide support from initial pricing through sales commitment. Managing the proposal activities and sales process for new business opportunities including developing responses, planning, organizing timeline and project deliverables.
• Customizing materials and support for deal advancement, finals and follow-up. This includes the fund line ups, demo sites and finals presentation
• Managing multiple requests and prioritizing workload to ensure sales needs are met
• Managing and maintaining responses to improve proposal drafts and proposal database.

The Team

Workplace Investing Sales is a collaborative, fast paced and exciting environment. In this role you will be responsible for supporting multiple selling teams to ultimately drive sales and grow long term relationships with plan sponsors and trusted advisors. You will have responsibility for prioritizing, organizing, and supporting business partners to improve sales execution and profitability.

The Sales Strategist, Deal Manager role will support the Sales Team selling in the $1-50M plan size. This role will serve prospective plan sponsors and their advisors and is focused primarily on supporting and advancing Defined Contribution proposals from inception though sales commitment. Responsibilities include deal tracking and data updates in Salesforce, preparing plan pricing and fees, as well as supporting Request for Proposals (RFPs) and Sales Finals meeting support. It requires the ability to effectively manage and prioritize high volumes in a highly detailed environment at a critical phase of our sales process.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Executive Planning Consultant (EPC) serves as a trusted financial advisor to senior executives and C-suite leaders within key Workplace benefit plan clients. Acting as the primary relationship manager for a select group of executives, the Executive Planning Consultant provides personalized financial planning, retirement income strategies, investment guidance, and asset management support tailored to each client’s unique goals. By integrating workplace benefits and plan provisions into comprehensive financial plans, the EPC helps executives make informed decisions that support both their immediate and long-term financial well-being while delivering outstanding client experience through ongoing consultation and relationship management.

Working as part of a collaborative team that includes managing directors, relationship managers, and executive services associates, the Executive Planning Consultant drives client engagement, business growth, and client satisfaction. This role involves presenting executive services offerings during business reviews, cultivating new opportunities through referrals, seminars, and local events, and identifying strategies to increase assets under management and expand client relationships.

The Expertise and Skills You Bring

• Series 7 and Series 66 licenses required
• Ability to obtain an insurance license within six months of hire
• Bachelor's degree required
• Certified Financial Planner (CFP®) designation preferred
• Completion of CEP Level 1 certification within the first 12 months of employment is strongly encouraged
• Minimum of 10 years of experience in face-to-face investment sales and financial planning
• Proven track record of sales success within the financial services industry
• Experience working with senior executives and employee benefit plans
• Demonstrated success developing new business and managing relationships with high-net-worth clients
• Strong ability to assess clients' unique financial needs and recommend tailored investment and planning solutions
• Willingness and ability to travel up to 50%
• Comprehensive knowledge of brokerage services, insurance products, investment management, estate planning, financial planning, and retirement planning
• Exceptional written, verbal, and interpersonal communication skills
• Strategic thinker with the ability to influence and advise executive-level decision-makers
• Outstanding presentation and facilitation skills in both one-on-one and group settings
• Strong territory management capabilities with the ability to prioritize and execute multiple initiatives simultaneously

The Team

The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Personal Investing business unit. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in establishing relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Executive Planning Consultant (EPC) serves as a trusted financial advisor to senior executives and C-suite leaders within key Workplace benefit plan clients. Acting as the primary relationship manager for a select group of executives, the Executive Planning Consultant provides personalized financial planning, retirement income strategies, investment guidance, and asset management support tailored to each client’s unique goals. By integrating workplace benefits and plan provisions into comprehensive financial plans, the EPC helps executives make informed decisions that support both their immediate and long-term financial well-being while delivering outstanding client experience through ongoing consultation and relationship management.

Working as part of a collaborative team that includes managing directors, relationship managers, and executive services associates, the Executive Planning Consultant drives client engagement, business growth, and client satisfaction. This role involves presenting executive services offerings during business reviews, cultivating new opportunities through referrals, seminars, and local events, and identifying strategies to increase assets under management and expand client relationships.

The Expertise and Skills You Bring

• Series 7 and Series 66 licenses required
• Ability to obtain an insurance license within six months of hire
• Bachelor's degree required
• Certified Financial Planner (CFP®) designation preferred
• Completion of CEP Level 1 certification within the first 12 months of employment is strongly encouraged
• Minimum of 10 years of experience in face-to-face investment sales and financial planning
• Proven track record of sales success within the financial services industry
• Experience working with senior executives and employee benefit plans
• Demonstrated success developing new business and managing relationships with high-net-worth clients
• Strong ability to assess clients' unique financial needs and recommend tailored investment and planning solutions
• Willingness and ability to travel up to 50%
• Comprehensive knowledge of brokerage services, insurance products, investment management, estate planning, financial planning, and retirement planning
• Exceptional written, verbal, and interpersonal communication skills
• Strategic thinker with the ability to influence and advise executive-level decision-makers
• Outstanding presentation and facilitation skills in both one-on-one and group settings
• Strong territory management capabilities with the ability to prioritize and execute multiple initiatives simultaneously

The Team

The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Personal Investing business unit. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in establishing relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You’ll be the one who will personally work with them to help achieve their dreams- whether that’s saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that’s why we’ll surround you with amazing, supportive people and all the tools you need.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity is not providing immigration sponsorship for this position

The Role

This role requires proficiency in electronic document review to support Internal Investigations on behalf of Fidelity with conducting complex investigations quickly, consistently, and defensibly at every stage, using appropriate and cost-effective review technology.

Expect a dynamic role with varying tasks and competing deadlines from day to day. You will be required to exercise sound judgment that will greatly affect the outcome of investigation efforts. Due to the criticality of accuracy and methodology, this position carries a high degree of responsibility and accountability.

In this role, you will:

• Support Internal Investigations and other business partners on complex cases. Work closely with team members on diverse issues related to eComm review requests, diplomatically balancing technical feasibility and team resources with case requirements and deadlines.
• Perform interviews and briefings with stakeholders as needed.
• Assess, analyze and manipulate electronically stored information (ESI); filter ESI by complex criteria; organize logical review workflows. Provide technical and project support wherever necessary.
• Assist with complex review workflow implementation, detailed data analysis, and early case assessment needs.
• Assist with maintaining the review tool userbase, ensuring users receive necessary platform training and have appropriate permissions in place. Facilitate new user training as needed.
• Monitor matter/project status, ensuring milestones are met and work is completed timely and accurately. Provide regular status updates to team leadership.
• Participate in driving improvements across the eComm Review Team function.
• Stay current with eDiscovery techniques, technology, expectations, and continually evolving best practice guidelines in the industry and among the team.
• Assist and support Internal Investigations with critical project work as needed.

The Expertise and Skill You Bring

• 5 plus years experience in eDiscovery, Litigation Support, Investigations, or related work
• Intermediate knowledge of EDRM and eDiscovery function and processes
• Experience with Everlaw REQUIRED

• Intermediate proficiency in best practices for collection and review of electronic data, including advanced analytics and machine learning.
• General proficiency with various electronic communication and document formats, data types, and database management, workflow software, and complex discovery tools.
• Demonstrated aptitude for independent learning in both a technically and logically demanding environment.
• Demonstrated experience to learn new and complex applications/technologies, and a desire to experiment and explore the potential of such applications.
• Aptitude for problem solving.
• Independent, accountable, and skilled in exercising sound judgment.
• Strong organizational and analytical skills, prioritizing accuracy and attention to detail.
• Strong recordkeeping abilities.
• Strong verbal and written communication skills are mandatory.
• Strong time management skills and the ability to work under pressure are required.
• Solid understanding of technical concepts relating to corporate computing environments.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity is not providing immigration sponsorship for this position.

The Role

In Workplace Investing, the Pension Analyst blends deep Defined Benefit domain expertise with a passion for teamwork, innovation and client management. The Analyst will support the strategic direction of the business, lead highly complex issues to resolution and work with domain professionals to solution client improvements and enhancements through corporate actions & change orders. The Analyst will also engage with other lines of business on projects that affect other Defined Benefit products and services.

The Pension Analyst plays an integral role in operational analytics, workflow, team leadership, and project management for client projects and internal initiatives. They will assist Client Managers and Sr. Leaders with initiatives throughout the year, including but not limited to:

• Analyze, lead and drive operational services and efficiencies to our clients and organization’s bottom line.

• Provide leadership on ad hoc client or internal projects that will require critical thinking and self-direction.

• Provide information and advice on Plan documentation discrepancies and/or guidelines, e.g. data, provisional, or other plan/client issues.

• Analyze, review, and guide client teams to the resolution of escalated client or participant issues.

• Where applicable, serve as the day-to-day contact for issues to clients and participant for problem resolution, transaction issues, and data questions. Facilitate and/or participant in client meetings.

• Serve as a team leader and expert guide on multiple client plan processes, procedures and calculations. Maintain client direction documents.

• Own and analyze operational issues and recommend business solutions, based on knowledge of client’s plan design and system functionality. Work with internal teams to identify, analyze, and implement process and procedural changes based on new regulatory amendments and/or administrative improvements.

• Play a significant role in implementation, corporate actions and/or other special projects in addition to the provision of ongoing services. Ensure defects are identified, corrected and tested.

The Expertise and Skills You Bring

• Bachelor Degree or equivalent work experience.

• 5-7+ years of defined benefit/pension plan administration experience.

• Experience in Project Management and/or Analytics. Ability to run queries, analyze and organize large amounts of data and identify root cause and work towards solutions.

• Ability to balance day-to-day management of several project related responsibilities and tasks including highly prioritized requests.

• Demonstrate leadership ability with self-motivation and determination and ability to coach and mentor others.

• Strong mathematical and analytical skills including ability to perform complex manual calculations within Defined Benefit Plan structures.

• Proficient with Microsoft Excel, Access and working experience with data analytics.

• Client Management experience including requirement discovery and solution design.

The Team

This role will reside within Workplace Investing Defined Benefit Operations organization. You will be responsible for handling and overseeing the day-to-day delivery of Defined Benefit client servicing, business reporting, contractual obligations, and internal scale & efficiency initiatives. You will support DB’s interests in collaborating with the cross product/functional SME’s, Center of Excellence and other lines of business. You will work to solve problems and be empowered to make decisions based on trends, issues, and business drivers.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity is not providing immigration sponsorship for this position.

The Role

The Director, Engineering – Leader within Corporate Services Technology, supporting Legal Strategy and Shared Services (LS3), is a senior engineering leader accountable for the technical direction, delivery, and operational excellence of Legal technology platforms. This role directly manages software engineers and works closely with engineering teams to design, build, integrate, and operate secure, scalable solutions. The role partners with Legal leadership, architects, and vendors, and is grounded in software engineering excellence, modern architecture, and reliable execution supporting discovery, litigation support, legal operations, and shared services.

The Expertise You Have

• Deep software engineering leadership experience delivering enterprise platforms in regulated environments.

• Experience directly managing engineers responsible for full lifecycle delivery, including design, development, testing, deployment, and production support.

• Strong engineering background across full-stack development, including modern front-end frameworks (e.g., Angular), back-end services (Java, APIs, microservices), and relational databases such as Oracle.

• Demonstrated experience with cloud-native architectures, including application deployment and operations on AWS, CI/CD pipelines, and containerized environments.

• Experience managing vendor and platform partnerships, aligning roadmaps, integrations using APIs, event-driven, and secure integration patterns, and operational expectations to Legal priorities

• Strong understanding of secure engineering practices, data governance, records retention, and compliance controls required for Legal and regulatory systems.

• Experience building or operating systems supporting high-risk domains such as eDiscovery, legal holds, matter management, eBilling, document management, or regulatory workflows.

• Proven partnership experience with Legal, Risk, Compliance, and Corporate Services stakeholders, framing complex technical topics as decisions, risks, and options, while maintaining strong engineering standards.

The Skills You Bring

• Hands-on engineering leadership capability, including reviewing designs, guiding implementation approaches, and coaching engineers on code quality, architecture, and operational readiness.

• Ability to design and evolve scalable, maintainable systems while balancing delivery commitments and technical debt.

• Strong execution leadership skills, including sprint planning, driving cross-team alignment on dependencies, risks, and release readiness, and maintaining predictable delivery across multiple initiatives

• Comfort operating across the full software development lifecycle, from early requirements through post-release support and incident management.

• Ability to partner effectively with architects, platform teams, and security partners to align solutions with enterprise standards.

• Clear and confident communication skills to explain complex technical topics to Legal partners and senior leaders.

• Change leadership mindset that promotes adoption of modern engineering practices, automation, and continuous improvement.

The Value You Deliver

• Deliver reliable, high-quality Legal technology platforms built on modern engineering practices and architectures.

• Improve platform stability, scalability, and delivery predictability through strong engineering discipline and hands-on leadership.

• Reduce operational and regulatory risk by ensuring systems are secure, well-governed, and production-ready.

• Elevate engineering capabilities through technical mentorship, coaching, and accountability for outcomes.

• Enable Legal Strategy and Shared Services and Corporate Services to achieve strategic objectives with technology that is resilient, scalable, and fit for purpose.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
• Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
• Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity
• A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
• Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
• Interpersonal skills and ability to grow relationships are exemplary
• Will take initiative and exceed expectations
• Outstanding communication and consultative skills, and thrives in a fast-paced work environment

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

NOTE: Fidelity will not provide sponsorship for this position.

The Role

We are seeking an equity trader to join the US Cash Equity Trading team within Fidelity Capital Markets. The team performs block trades, portfolio trades, and corporate buybacks. This person will have the opportunity to help manage order flow with our existing roster of clients as well as help uncover new opportunities to increase revenue. This will include providing the best execution to our clients by effectively managing equity order flow and providing outstanding client service and market expertise. The role will also help to implement new capabilities, workflow tools, and consistent trade implementation strategies to drive competitive positioning, execution quality, client happiness, and operational excellence.

• Knowledge of equity execution to help support both external and internal clients.
• Executing block orders in accordance with regulatory standards and client best execution
• Projecting confidence when speaking with clients as you are the product expert
• Representing Fidelity with utmost integrity toward clients and street facing counterparties

The Expertise and Skills You Bring

• BA or BS degree required.
• 1-5 years experience in financial services with some emphasis on the one of the following: execution trading/sales-trading, trading technologies, technology support/operations.
• Strong relationship management skills and the ability to develop new business for the desk.
• FINRA security licenses: series 7, 63, 57 (or equivalent compliance alternatives required to trade) or ability to retain within 3 months.
• Basic understanding of trading strategies, algorithms and market structure.
• Apply analytical discipline in algo selection, execution, and risk management by using your understanding of our client’s investment process
• Coding proficiency in SQL and/or Python preferred
• A collaborative team approach and willingness to improve operational efficiency by serving on ad-hoc projects.
• Demonstrate attention to detail and ability to escalate and explain issues quickly and clearly.
• Familiarity with Bloomberg, Newport (or other trading systems), pre- and post-trade analytics.

The Team

Fidelity Capital Markets (FCM) is the institutional trading arm of Fidelity Investments, providing Equity, Options, Fixed Income, Forex, Municipal and CD Underwriting, Prime Brokerage, and Securities Lending products and services to a wide array of clients, including buy-side institutions and hedge funds, as well as to Fidelity’s own businesses. The Equity High Touch Trading desk provides equity trading services in blocks, programs, and rebalances for a wide array of Fidelity’s customers. For more information visit www.fidelitycapitalmarkets.com.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

NOTE: Fidelity will not provide sponsorship for this position.

The Role

We are seeking an equity trader to join the US Cash Equity Trading team within Fidelity Capital Markets. The team performs block trades, portfolio trades, and corporate buybacks. This person will have the opportunity to help manage order flow with our existing roster of clients as well as help uncover new opportunities to increase revenue. This will include providing the best execution to our clients by effectively managing equity order flow and providing outstanding client service and market expertise. The role will also help to implement new capabilities, workflow tools, and consistent trade implementation strategies to drive competitive positioning, execution quality, client happiness, and operational excellence.

• Knowledge of equity execution to help support both external and internal clients.
• Executing block orders in accordance with regulatory standards and client best execution
• Projecting confidence when speaking with clients as you are the product expert
• Representing Fidelity with utmost integrity toward clients and street facing counterparties

The Expertise and Skills You Bring

• BA or BS degree required.
• 1-5 years experience in financial services with some emphasis on the one of the following: execution trading/sales-trading, trading technologies, technology support/operations.
• Strong relationship management skills and the ability to develop new business for the desk.
• FINRA security licenses: series 7, 63, 57 (or equivalent compliance alternatives required to trade) or ability to retain within 3 months.
• Basic understanding of trading strategies, algorithms and market structure.
• Apply analytical discipline in algo selection, execution, and risk management by using your understanding of our client’s investment process
• Coding proficiency in SQL and/or Python preferred
• A collaborative team approach and willingness to improve operational efficiency by serving on ad-hoc projects.
• Demonstrate attention to detail and ability to escalate and explain issues quickly and clearly.
• Familiarity with Bloomberg, Newport (or other trading systems), pre- and post-trade analytics.

The Team

Fidelity Capital Markets (FCM) is the institutional trading arm of Fidelity Investments, providing Equity, Options, Fixed Income, Forex, Municipal and CD Underwriting, Prime Brokerage, and Securities Lending products and services to a wide array of clients, including buy-side institutions and hedge funds, as well as to Fidelity’s own businesses. The Equity High Touch Trading desk provides equity trading services in blocks, programs, and rebalances for a wide array of Fidelity’s customers. For more information visit www.fidelitycapitalmarkets.com.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

The Role

We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by finding opportunities to deepen relationships.

The Expertise and Skills You Bring

• Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role
• Experience in banking, insurance, or financial services is a plus
• Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses
• A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
• Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance
• Superb interpersonal skills and passion to engage with clients
• The ability to assess client needs and find opportunities
• Remarkable attention to detail and ability to prioritize
• Organizational skills to manage multiple tasks
• Embraces feedback, fosters collaboration, and approaches challenges with curiosity

The Team

As a key member of the team, you will provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships. By proactively identifying opportunities and making effective introductions, you will play a direct role in driving the success and growth of the branch. Your contributions will be recognized and appreciated by clients, making your work both impactful and rewarding.

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding.

Note: Fidelity will not provide immigration sponsorship for this position.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. In this pivotal role, you will support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities are aligned with client needs. Through your honesty and integrity, we know you will inspire client dedication and engagement to develop long-lasting, positive relationships with Fidelity. You will learn how to cultivate a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• 1-3 years in financial services with an emphasis in providing an excellent customer experience
• Ability to find success in a dynamic, deadline driven, and detailed compliance environment
• Planning experience and knowledge of financial markets and products
• Strong social skills and the ability to deliver highly personalized service to each client
• Ability to think creatively and be comfortable making decisions with the support of your team
• Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
• Ability to facilitate targeted appointments that drive meaningful client engagement
• Client-focused mindset and brings strong financial planning insight
• Vested interest in being an advocate for clients
• Professional, with a polished communication style
• Demonstrate coachability, collaboration, and curiosity as core strengths

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding. You are key to the Fidelity relationship strategy. You will be focused on deepening client relationships through long-term mentorship, collaborating with the Relationship Manager team company wide, being responsible for the client contact strategy, and building long-lasting meaningful relationships with clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client’s planning needs. Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity’s offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Minimum 2 years of financial services or relevant experience
• Attainment of CFP® Certification is highly encouraged
• Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
• Ability to profile to understand planning needs and identify appropriate solutions
• Vested interest in building relationships and being an advocate for clients
• Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
• Comfortable making outbound calls to further educate clients and uncover opportunities

The Team

The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primary responsibility of conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience. You will be in complete alignment with Fidelity’s firm-wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity’s products, services, and planning tools. You will develop relationship‑building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.

The Expertise and Skills You Bring

• Strong client relationship and consultative experience
• Experience with inbound/outbound warm leads and customer engagement
• Interest or knowledge in financial services and retirement planning
• Strong communication, technology, and time‑management skills
• Ability and flexibility to work in a “hybrid” work setting, both at home and in office
• Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

The Team

The Planning and Advice team helps individuals build confidence in their financial future through personalized planning and investment guidance. Team members partner with workplace participants and personal investing clients to understand their needs, build trusted relationships, and connect them with solutions aligned to their goals.

As part of a collaborative and growth-oriented environment, associates follow a structured development path designed to build financial planning expertise, client relationship skills, and consultative capabilities. The team leverages Fidelity's planning tools, research, investment solutions, and business partnerships to deliver personalized experiences and support clients in achieving long-term financial well-being.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. In this pivotal role, you will support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities are aligned with client needs. Through your honesty and integrity, we know you will inspire client dedication and engagement to develop long-lasting, positive relationships with Fidelity. You will learn how to cultivate a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• 1-3 years in financial services with an emphasis in providing an excellent customer experience
• Ability to find success in a dynamic, deadline driven, and detailed compliance environment
• Planning experience and knowledge of financial markets and products
• Strong social skills and the ability to deliver highly personalized service to each client
• Ability to think creatively and be comfortable making decisions with the support of your team
• Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
• Ability to facilitate targeted appointments that drive meaningful client engagement
• Client-focused mindset and brings strong financial planning insight
• Vested interest in being an advocate for clients
• Professional, with a polished communication style
• Demonstrate coachability, collaboration, and curiosity as core strengths

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding. You are key to the Fidelity relationship strategy. You will be focused on deepening client relationships through long-term mentorship, collaborating with the Relationship Manager team company wide, being responsible for the client contact strategy, and building long-lasting meaningful relationships with clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The FinOps Associate completes daily vital activities to support Workplace Investing (WI) Defined Contribution (DC) product offerings. Working within both a dynamic team environment and independently to complete daily control activities which involve monetary and non-monetary processes. The associate must understand in detail how and why functions are performed and how they relate to the overall service structure. As part of a small team, you will be very valuable in working with internal and external business partners to support team processes throughout the day.

The Expertise and Skills You Bring

• Bachelor’s degree or equivalent preferred, preferably in Accounting or Finance
• Solid understanding of Microsoft Office products (Word, Excel, Outlook)
• The ability to take initiative and highly motivated to complete tasks as required

• An eagerness to meet department goals and shifting assignments where needed
• Financial Services, 401k, Reconciliation, Transaction, Audit, Resolution, dividend cash, accrual, ESOP
• Associate will thrive in an environment working on one to one assignment or along with a team for a bigger project
• Communicate optimally with colleagues, management, and business partners through written and verbal correspondence
• You have excellent customer service skills
• Adopts new technology and process changes in a fast pace environment
• You are an independent problem solver with meticulous attention to detail!

• Enjoy solving mysteries through independent analysis of information captured from multiple sources
• You resolve ambiguous situations by asking questions and applying critical thinking

The Team

The Financial Operations Investment Execution and Oversight organization oversees investment level processing for all of WI’s Defined Contribution (DC) investment offerings. Processing includes onboarding client investment options, moving money, reconciling transactions, and resolving discrepancies within each of the processes. The team’s support a number of specific products including, Self Directed Brokerage, Company Stock, Fidelity Funds, and Non-Fidelity Mutual funds.

• The Investment Reconciliation role will support the daily reconciliation for plan to fund for all FPRS clones, daily recon of balance adjustments, gain/loss account and other fee reconciliation. Investment Reconciliation which performs a daily reconciliation between the DC recordkeeping system and the external account for all 25,000 plus investment products. The team members play a key role in building and maintaining relationships with internal business partners and collaborating with them when appropriate to ensure that all standard methodologies are followed.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Job Title: Audit Senior Analyst, Professional Practices

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Join us as an Audit Sr. Analyst within our Professional Practices Group and be part of an ambitious team dedicated to delivering audit quality excellence, innovative methodologies, and trusted guidance that strengthens our firm’s assurance practices. Fidelity Corporate Audit is committed to crafting a world-class audit experience, and your expertise will help us achieve our goals and improve performance. Your responsibilities include supporting our audit methodologies and processes to uphold our world-class standards.

Key responsibilities include:

• Supporting audit teams by reviewing reports, executive summaries, and TeamMate data before issuance, while addressing questions and updating guidance to minimize repeat inquiries

• Assist in the provision of methodology training to auditors, including tailored training as needed

• Provide training and guidance to the department regarding Audit’s policies, procedures, and the IIA standards

• Guide Auditors in their use of TeamMate, JIRA, and Archer, identify and escalate enhancements that will improve department efficiency and effectiveness

• Develop and update Audit methodology, communicate effective guidance and training, and integrate Innovation Team tools

• Identify and contribute to the development of continuous improvement opportunities

• Provide ad-hoc support to senior audit management and cross-department initiatives

The Expertise and Skills You Bring

• Strong understanding of Audit practices, including risks, controls, and technology

• Demonstrate strong proactive problem analysis skills and the ability to identify and implement effective solutions

• Approaches work with a positive attitude and is a team player

• Proficient in Microsoft Excel and PowerPoint and excel at attention to detail, analysis, presentation, writing, and interpersonal communication

• 2 plus years of audit or related experience, preferably in financial services

• BA/BS or equivalent experience in a related field

• Adaptability to changing factors and environments

The Team

The Audit Professional Practices Group (PPG) is dedicated to maintaining Fidelity’s audit methodology in accordance with IIA standards and industry-leading approaches. We are committed to delivering high-quality assistance and supporting our auditors with the best tools and resources available. The PPG coordinates the annual risk assessment, executive and committee reporting, business intelligence and audit insights, workforce management reporting, records retention compliance, and systems access. We strive to ensure that our practices not only meet but exceed required standards, contributing to Fidelity’s reputation for excellence.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

As a Senior Account Manager supporting Fidelity Health’s Clients you will combine strong consultative account management skills with a deep knowledge of reimbursement account plan administration (i.e. Flexible Spending Accounts, Health Reimbursement Arrangements). Working both collaboratively and independently you will bring our clients from post-sale, through implementation and onboarding, ending at transition to ongoing service and support.

You will provide project management skills and administrative services while serving as the subject matter expert for clients during the onboarding of their reimbursement account(s). You will also help the Sales and Relationship Management Teams expand Fidelity’s healthcare businesses and help the Product Team develop industry leading solutions.

The Role

• Exceptional project and account management skills including close collaboration with other teams, ensuring client satisfaction and project completeness.
• Corporate project and/or account management with previous experience in a regulated industry such as Financial Services.
• Preferred understanding of reimbursement account administration needs, process and regulatory knowledge.
• Familiarity with the full range of healthcare and wellness benefits and associated recordkeeping services.
• Proficient leadership skills consistently demonstrating the ability to get things done; taking initiative to identify service enhancements or process improvements; proven ability and success in identifying issue(s), identifying solution(s) and determining and acting on the best solution in a timely manner.
• Strong and effective interpersonal and communication skills.
• Demonstrated ability to balance account management servicing with sound business judgment.
• Effective organizational, time management, facilitation and prioritization skills
• Your proactive execution of onboarding and administrative processes with quality, accuracy, efficiency and when necessary, appropriate root cause analysis and corrective action will ensure services are delivered with high quality.
• By developing and managing the relationship with the client from the very beginning, you will ensure the client recognizes the quality of service being provided and is satisfied with the quality of the service they receive.
• When necessary, your escalation and active participation in the resolution of service issues will ensure these are addressed appropriately within the organization.
• Your understanding of the objectives and initiatives related to client projects and work with the organization will ensure work is completed with high quality and efficiency.
• By bringing voice of the customer feedback to the Product Team you will help Fidelity continue to develop industry leading solutions

The Expertise and Skills You Bring

• 7-10 years’ experience of project management and/or consultative client account management with proven ability to build and maintain client relationships.
• 5-7 years’ experience servicing large corporate clients.
• Bachelor’s Degree or equivalent experience.
• Preferred experience with a broad range of healthcare and wellness benefits.

The Team

You will be part of the RA Service Team, working closely with both product and the client account management teams to provide your assigned clients with the highest quality service possible. You will also support the sales team in pursuit of new clients and relationship managers in their efforts to expand the scope of services offered to current clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Planning Consultant

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client’s planning needs. Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity’s offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Minimum 2 years of financial services or relevant experience
• Attainment of CFP® Certification is highly encouraged
• Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
• Ability to profile to understand planning needs and identify appropriate solutions
• Vested interest in building relationships and being an advocate for clients
• Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
• Comfortable making outbound calls to further educate clients and uncover opportunities

The Team

The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primary responsibility of conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience. You will be in complete alignment with Fidelity’s firm-wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Team Leader, Client Services

“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investments

Is it time to explore new challenges in your career?

With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you'll have the resources at your disposal to succeed on each count.

The Expertise We’re Looking For

• Proven Leadership Experience

• Previous Management or Leadership Experience in financial services is a plus

• Series 7, 63, 9/10 licenses preferred or able to obtain within 120 days

The Purpose of Your Role

The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers.

The Skills You Bring

• Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop

• Your ability to balance leadership and supervisory responsibilities

• Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward

• Your experience with regulatory and compliance practices and rules

• Your relationship expertise, leading with empathy and enhancing team cohesion

The Support You Receive

We want to ensure your success as you take on this new leadership role and have everything you need beginning day one. New leaders will go through an onboarding program focused on giving leaders the skills needed prior to leading their team and will also receive continued development throughout their leadership career.

Our Investments in You

We believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

• We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements

• Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments

The Value You Deliver

• Coaching and developing a team of associates to deliver an outstanding experience to our clients

• Enabling your team to drive outstanding client service interactions/ results

• Helping associates realize their own personal definitions of success

• Ability to inspire associates to deliver their best

• Partnering with associates to build personalized plans that support their development towards career goals

• Protecting the Fidelity brand through active supervision of associate interactions and transactions

• Being coachable, collaborative, and curious are your "go to" attributes

We believe in being #Different Together

Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees.

We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

COVID work policy

Safety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic working – post pandemic

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.

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.

Learn More: Dynamic Working

#PIRCLeader

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Title - Senior Manager, Strategic Sourcing

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The senior manager role on Fidelity Procurement’s strategic sourcing team leads Procurement projects of medium to high level complexity, typically in support of a single business group. This role will work with business partners to improve Fidelity’s position to broker for the right products, at the right price and contractual terms. Individuals should possess experience working across many business segments, including technology, marketing, financial services, and consulting services. They should exhibit strong communications skills as they partner with Fidelity leaders across our business units to achieve stronger scale and efficiency for Fidelity.

• Strategize with key business and technology leaders to develop vendor and product strategies

• Marshal the sourcing effort, including commercial and contract terms for each project

• Align and coordinate with colleagues from risk-based groups to ensure risk mitigation of supplier contracts

• Seek to achieve outstanding pricing with suppliers

• Consistent education and enforcement of procurement and risk policies

The Expertise and Skills you Bring

• BS/BA in business administration or 5-8 years of equivalent experience in Procurement

• Background in sourcing, contracting, or related experience in vendor or product management

• Experience evaluating, negotiating and contracting with suppliers

• Ability to lead/ influence cross-functional teams through procurement projects

• Ability to assess risk and translate requirements to viable business solutions

• Experience with business analytics, developing and presenting business cases and recommendations to decision-makers

• Experience working with leaders at all levels, from the front lines to the C-Suite

• Must be able to communicate effectively and professionally, verbally and in writing, to all levels of the organization

• Flexibility to changing needs and process requirements

• Commitment to drive data stewardship to ensure data integrity

• Excellent time management skills with an ability to multi-task

• Extremely strong process orientation and demonstrated continuous improvement skills

• Supplier relationship skills; continuously, but constructively, demanding of supplier performance

• Passion for improving quality and reducing costs – passion for driving optimum business outcomes

• Capable of performing financial, technical and performance evaluations of suppliers

• Excellent organizational skills

• Consistent track record of teamwork

• Excellent communication and people skills

The Value You Deliver

• Strategize with key business and technology leaders to develop vendor and product strategies

• Marshal the sourcing effort, including commercial and contract terms for each project

• Align and coordinate with colleagues from risk-based groups to ensure risk mitigation of supplier contracts

• Seek to achieve outstanding pricing with suppliers

The Team

Fidelity procurement helps Fidelity business partners make smart purchasing decisions that reduce risk and maximize value for the firm. Your impact will be realized as you assist our business partners in engaging Procurement to secure products and/or services through new vendor or existing vendor relationships. Your impact will be proven through the savings you are able to return to the firm.

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 manager to understand the potential impact to your registrations before a final hiring decision is made.

Salary Grade:

6

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

The Role

Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Expertise and Skills You Bring

• Proven success in building relationships, uncovering needs, and recommending solutions
• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
• Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• Coachable, collaborative, and curious are key attributes
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Motivated by results and finding solutions, takes initiative and exceeds customer expectations
• Extensive knowledge of investment solutions

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.

Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

Note: Fidelity will not provide immigration sponsorship for this position.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Expertise and Skills You Bring

• Proven success in building relationships, uncovering needs, and recommending solutions
• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
• Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• Coachable, collaborative, and curious are key attributes
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Motivated by results and finding solutions, takes initiative and exceeds customer expectations
• Extensive knowledge of investment solutions

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.

Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Are you a highly motivated operations professional seeking a challenging and rewarding opportunity? We are seeking an experienced Director to support a rapidly growing product platform. As client adoption continues to grow, the need for scalable, reliable, and technology‑enabled investment operations has become increasingly critical. This role sits at the center of portfolio management, research and operational execution and offers hands-on exposure to how investment ideas are translated into portfolios and delivered at scale.

As a key member of the Investment Services team, you will drive operational excellence across portfolio management and research workflows. You'll own critical responsibilities, including:

• Data Integrity and Oversight: Ensure the accuracy and reliability of investment data through daily controls, validation processes and ongoing quality monitoring

• Portfolio Rebalance Execution: Lead the end‑to‑end model portfolio rebalance process, partnering across channels to ensure seamless implementation

• Problem Solving: Research and analyze complex operational issues, developing effective solutions and escalating appropriately

• Process Innovation: Identify and implement automation and process improvements to enhance scalability and efficiency

• Risk Mitigation: Proactively identify data and operational risks, strengthening controls and governance frameworks

The Expertise and Skills You Bring

• Develop deep expertise in FIWA’s portfolio management and research production lifecycle

• Partner closely with research, portfolio management, and technology teams to support investment delivery

• Influence strategic priorities by identifying opportunities to improve infrastructure, processes, and data flows

• Collaborate with technology partners and FIWA leaders to help define roadmap, tooling and automation initiatives

• Enhance operational processes supporting portfolio construction, rebalances, and investment IP distribution

• Serve as a leader and trusted partner for FIWA across the broader organization

• 10 plus years of hands-on experience in a financial operations environment

• Bachelor’s degree required; advanced degree or CFA a plus

• Series 7, 63 required or willing to obtain within 6 months

• Strong understanding of portfolio management workflows and investment data environments

• Demonstrated success driving process improvement, automation, and operational scale

• Advanced analytical and problem‑solving skills with a proactive, solution-oriented mindset

• Strong data capabilities (Excel required; SQL, a plus)

• Ability to manage multiple priorities in a fast-paced environment

• Excellent communication and stakeholder management skills

The Team

Investment Services is a core enablement team that supports FIWA’s asset allocation, manager research, and portfolio management functions. As FIWA’s product offerings and client adoption continue to grow, the need for scalable, reliable, and technology‑enabled investment operations has become increasingly critical.

As a member of the Investment Services team, you’ll play a key role in supporting day‑to‑day investment operations, managing and processing research and investment datasets, and partnering closely with FIWA’s research and portfolio management teams to help deliver high‑quality investment outcomes. This role offers hands‑on exposure to how investment ideas are translated into portfolios and delivered at scale.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Are you a highly motivated operations professional seeking a challenging and rewarding opportunity? We are seeking an experienced Director to support a rapidly growing product platform. As client adoption continues to grow, the need for scalable, reliable, and technology‑enabled investment operations has become increasingly critical. This role sits at the center of portfolio management, research and operational execution and offers hands-on exposure to how investment ideas are translated into portfolios and delivered at scale.

As a key member of the Investment Services team, you will drive operational excellence across portfolio management and research workflows. You'll own critical responsibilities, including:

• Data Integrity and Oversight: Ensure the accuracy and reliability of investment data through daily controls, validation processes and ongoing quality monitoring

• Portfolio Rebalance Execution: Lead the end‑to‑end model portfolio rebalance process, partnering across channels to ensure seamless implementation

• Problem Solving: Research and analyze complex operational issues, developing effective solutions and escalating appropriately

• Process Innovation: Identify and implement automation and process improvements to enhance scalability and efficiency

• Risk Mitigation: Proactively identify data and operational risks, strengthening controls and governance frameworks

The Expertise and Skills You Bring

• Develop deep expertise in FIWA’s portfolio management and research production lifecycle

• Partner closely with research, portfolio management, and technology teams to support investment delivery

• Influence strategic priorities by identifying opportunities to improve infrastructure, processes, and data flows

• Collaborate with technology partners and FIWA leaders to help define roadmap, tooling and automation initiatives

• Enhance operational processes supporting portfolio construction, rebalances, and investment IP distribution

• Serve as a leader and trusted partner for FIWA across the broader organization

• 10 plus years of hands-on experience in a financial operations environment

• Bachelor’s degree required; advanced degree or CFA a plus

• Series 7, 63 required or willing to obtain within 6 months

• Strong understanding of portfolio management workflows and investment data environments

• Demonstrated success driving process improvement, automation, and operational scale

• Advanced analytical and problem‑solving skills with a proactive, solution-oriented mindset

• Strong data capabilities (Excel required; SQL, a plus)

• Ability to manage multiple priorities in a fast-paced environment

• Excellent communication and stakeholder management skills

The Team

Investment Services is a core enablement team that supports FIWA’s asset allocation, manager research, and portfolio management functions. As FIWA’s product offerings and client adoption continue to grow, the need for scalable, reliable, and technology‑enabled investment operations has become increasingly critical.

As a member of the Investment Services team, you’ll play a key role in supporting day‑to‑day investment operations, managing and processing research and investment datasets, and partnering closely with FIWA’s research and portfolio management teams to help deliver high‑quality investment outcomes. This role offers hands‑on exposure to how investment ideas are translated into portfolios and delivered at scale.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Relationship Manager helps facilitate relationships with Fidelity’s most valuable clients. In this pivotal role, you will support the branch team by strengthening client relationships, keeping Financial Consultants organized, and ensuring daily activities are aligned with client needs. Through your honesty and integrity, we know you will inspire client dedication and engagement to develop long-lasting, positive relationships with Fidelity. You will learn how to cultivate a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• 1-3 years in financial services with an emphasis in providing an excellent customer experience
• Ability to find success in a dynamic, deadline driven, and detailed compliance environment
• Planning experience and knowledge of financial markets and products
• Strong social skills and the ability to deliver highly personalized service to each client
• Ability to think creatively and be comfortable making decisions with the support of your team
• Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
• Ability to facilitate targeted appointments that drive meaningful client engagement
• Client-focused mindset and brings strong financial planning insight
• Vested interest in being an advocate for clients
• Professional, with a polished communication style
• Demonstrate coachability, collaboration, and curiosity as core strengths

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding. You are key to the Fidelity relationship strategy. You will be focused on deepening client relationships through long-term mentorship, collaborating with the Relationship Manager team company wide, being responsible for the client contact strategy, and building long-lasting meaningful relationships with clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.

The Expertise We’re Looking For

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire

• Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs

• Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up

• Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity

• Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!

The Skills You Bring

• You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each

• Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations

• You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment

Note: Fidelity will not provide immigration sponsorship for this position.

Our Investments in You

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver

In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.

Please note this role requires in-person attendance in the assigned Branch location.

Note: Fidelity will not provide immigration sponsorship for this position.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

The Role

As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client’s planning needs. Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity’s offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Minimum 2 years of financial services or relevant experience
• Attainment of CFP® Certification is highly encouraged
• Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
• Ability to profile to understand planning needs and identify appropriate solutions
• Vested interest in building relationships and being an advocate for clients
• Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
• Comfortable making outbound calls to further educate clients and uncover opportunities

The Team

The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primary responsibility of conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience. You will be in complete alignment with Fidelity’s firm-wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients.

Note: Fidelity will not provide immigration sponsorship for this position.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Job Title Audit Director

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Are you looking for a position to grow your business and auditing skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the industry? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an Audit Director you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm.

The Expertise and Skills You Bring

• BA/BS in Accounting, Finance, or related field of study.

• Professional audit certifications (e.g., CPA, CIA, CISA) and/or registration/licensing preferred.

• 12 plus years of external and internal audit or related experience, preferably in financial services.

• Strong knowledge of financial crimes regulatory requirements (e.g., anti-money laundering, global sanctions, anti-corruption) impacting Fidelity’s broker-dealer and fund product offerings and service

• Ability to work simultaneously on multiple tasks and lead team priorities and workload.

• In-depth knowledge of audit practices, tools, techniques, concepts, and trends

• Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership

• Strong problem solving and analytical skills

• Commitment to an innovative, collaborative, and digital working style

• Strong presentation, written, and interpersonal communication skills

• Hands-on work style and ‘can do’ attitude with a strong desire to make things happen

• Knowledge in IT general controls is a plus

The Team

Audit Director leads multiple complex audits end-to-end in support of various Fidelity businesses. You will be accountable for determining scope, executing complex testing, reviewing workpapers, and coordinating with other risk and compliance functions to deliver value to Fidelity through the audit services provided by you and a team of multi-disciplined auditors. Working with Audit Leadership, you will ensure alignment of the audit’s objectives to the Audit Group’s priorities and strategy, deliver high quality audit results, and contribute to other Audit Group and department initiatives. Responsibilities include and are not limited to:

• Works with business and technology management to build an understanding of complex functions

• Reviews end-to-end business processes and supporting technology workflows prepared by the team to ensure they capture risks and controls embedded throughout the function

• Ensures project audit scopes capture highest risk areas and include thoughtful test suites to identify potential control gaps/improvements

• Works with the Team Leader to prioritize workload and resources and resolve blockers to progress

• Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results

• Leverages audit automation tools in the evaluation of business operations and systems

• Directs the use of strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies

• Reviews audit reports drafted by the team to ensure issues identified, including resulting management action plans, are clearly described and include related implications to the business or enterprise as a whole

• Lead team conversations with business/technology management to describe findings and influence action plans to effectively mitigate identified risks

• Coaches and mentors associates of all levels in the team

• Builds deep working relationships with both audit teams and our business partners

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Are you ready to play a key role in shaping Fidelity’s retail real estate strategy and portfolio? As Director of Transactions and Leasing, you will drive complex deal strategy, influence senior stakeholders, and deliver solutions that align with evolving business priorities. This is an opportunity to operate at a strategic level while remaining close to execution and market dynamics. You will also bring your deep experience working for national retailers to inform site strategy, lease structuring, and market positioning across Fidelity’s footprint.

This role is responsible for leading and executing complex real estate transactions, including lease negotiations, renewals, restructures, extensions, and relocations across a retail national portfolio. Responsibilities include developing and implementing transaction strategies, partnering with business leaders to align real estate decisions with workforce and operational needs, and overseeing transactions from initial underwriting through execution and close. The role involves managing broker relationships, negotiating directly with landlords and ownership groups, coordinating with legal and finance teams, and ensuring consistency with corporate real estate strategy. Additional responsibilities include analyzing market conditions, evaluating financial structures, identifying risks and opportunities, and supporting portfolio optimization initiatives.

The Expertise and Skills You Bring

We are seeking a highly experienced retail real estate leader with deep expertise in transaction management, leasing strategy, and complex negotiations. The ideal candidate brings a strong track record of executing large-scale or multi-market transactions, combined with advanced financial acumen and the ability to translate business objectives into actionable real estate solutions. This role requires strong leadership, including influencing senior stakeholders, managing external partners, and driving alignment across competing priorities. The ability to operate independently, exercise sound judgment, and deliver results in a fast-paced, evolving environment is critical.

• Bachelor’s degree or equivalent experience (preferred)
• Significant experience in commercial real estate transactions, leasing, or and contract negotiations for large national retailers
• Demonstrated success negotiating complex lease agreements and driving transaction strategy
• Strong financial and analytical skills, including lease analysis and structuring
• Experience managing brokers and external service providers
• Ability to influence and communicate effectively with senior internal stakeholders
• Strong organizational skills with the ability to manage multiple concurrent transactions
• ICSC Membership preferred, not required

The Team

We are part of Fidelity’s Real Estate organization, responsible for delivering strategic, cost-effective, and flexible retail real estate solutions across a diverse portfolio. Our team partners closely with business units, finance, legal, HR, and external advisors to ensure our real estate strategy supports enterprise priorities and evolving retail real estate needs.

We are committed to driving innovation, operational excellence, and long-term value while fostering a culture of collaboration, inclusion, and continuous learning. Our team plays a critical role in shaping the future of Fidelity’s real estate, ensuring they remain dynamic, efficient, and aligned with business growth.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Are you ready to play a key role in shaping Fidelity’s retail real estate strategy and portfolio? As Director of Transactions and Leasing, you will drive complex deal strategy, influence senior stakeholders, and deliver solutions that align with evolving business priorities. This is an opportunity to operate at a strategic level while remaining close to execution and market dynamics. You will also bring your deep experience working for national retailers to inform site strategy, lease structuring, and market positioning across Fidelity’s footprint.

This role is responsible for leading and executing complex real estate transactions, including lease negotiations, renewals, restructures, extensions, and relocations across a retail national portfolio. Responsibilities include developing and implementing transaction strategies, partnering with business leaders to align real estate decisions with workforce and operational needs, and overseeing transactions from initial underwriting through execution and close. The role involves managing broker relationships, negotiating directly with landlords and ownership groups, coordinating with legal and finance teams, and ensuring consistency with corporate real estate strategy. Additional responsibilities include analyzing market conditions, evaluating financial structures, identifying risks and opportunities, and supporting portfolio optimization initiatives.

The Expertise and Skills You Bring

We are seeking a highly experienced retail real estate leader with deep expertise in transaction management, leasing strategy, and complex negotiations. The ideal candidate brings a strong track record of executing large-scale or multi-market transactions, combined with advanced financial acumen and the ability to translate business objectives into actionable real estate solutions. This role requires strong leadership, including influencing senior stakeholders, managing external partners, and driving alignment across competing priorities. The ability to operate independently, exercise sound judgment, and deliver results in a fast-paced, evolving environment is critical.

• Bachelor’s degree or equivalent experience (preferred)
• Significant experience in commercial real estate transactions, leasing, or and contract negotiations for large national retailers
• Demonstrated success negotiating complex lease agreements and driving transaction strategy
• Strong financial and analytical skills, including lease analysis and structuring
• Experience managing brokers and external service providers
• Ability to influence and communicate effectively with senior internal stakeholders
• Strong organizational skills with the ability to manage multiple concurrent transactions
• ICSC Membership preferred, not required

The Team

We are part of Fidelity’s Real Estate organization, responsible for delivering strategic, cost-effective, and flexible retail real estate solutions across a diverse portfolio. Our team partners closely with business units, finance, legal, HR, and external advisors to ensure our real estate strategy supports enterprise priorities and evolving retail real estate needs.

We are committed to driving innovation, operational excellence, and long-term value while fostering a culture of collaboration, inclusion, and continuous learning. Our team plays a critical role in shaping the future of Fidelity’s real estate, ensuring they remain dynamic, efficient, and aligned with business growth.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client’s planning needs. Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity’s offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Minimum 2 years of financial services or relevant experience
• Attainment of CFP® Certification is highly encouraged
• Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
• Ability to profile to understand planning needs and identify appropriate solutions
• Vested interest in building relationships and being an advocate for clients
• Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
• Comfortable making outbound calls to further educate clients and uncover opportunities

The Team

The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primary responsibility of conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience. You will be in complete alignment with Fidelity’s firm-wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by finding opportunities to deepen relationships.

The Expertise and Skills You Bring

• Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role
• Experience in banking, insurance, or financial services is a plus
• Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses
• A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
• Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance
• Superb interpersonal skills and passion to engage with clients
• The ability to assess client needs and find opportunities
• Remarkable attention to detail and ability to prioritize
• Organizational skills to manage multiple tasks
• Embraces feedback, fosters collaboration, and approaches challenges with curiosity

The Team

As a key member of the team, you will provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships. By proactively identifying opportunities and making effective introductions, you will play a direct role in driving the success and growth of the branch. Your contributions will be recognized and appreciated by clients, making your work both impactful and rewarding.

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Nonqualified (NQ) Service Delivery Manager operates as the subject matter expert for NQ plan set-up, consultation on best practices and preferred solutions. In addition to interacting directly with the plan sponsor, you will be growing your network by working with business partners from a wide array of internal groups. By providing operational subject matter expertise, managing annual enrollment events, and delivering positive outcomes, you will have the ability to improve the plan sponsor and participant experience.

The Expertise and Skills You Bring

• 3 plus years of related experience working with retirement plans and interacting with Plan Sponsors.
• Bachelor’s Degree or equivalent work experience
• Experience with Nonqualified Plans preferred.

Skills required for the role:

To excel in this role, strong interpersonal and client communication skills are essential for building relationships with plan sponsors and internal partners. The ability to convey complex technical information in an accessible manner enhances collaboration and understanding. Organizational skills and meticulous attention to detail are crucial for managing multiple tasks and meeting deadlines in a fast-paced environment. Problem-solving skills, logical reasoning, and analytical thinking enable effective solution implementation. A service mindset focused on customer needs, flexibility in adapting to varying workloads, sound judgment, and the capacity to influence strategies with clients further contribute to success in this dynamic role.

The Team

As a leader in our Workplace Investing Defined Contributions Client Services organization, you’ll serve alongside our entire team of WI DC Client Services associates who are all passionate about delivering flawless recordkeeping and unparalleled customer service. We’ve proven that recordkeeping is a differentiator through our continuous investment and dedication to a culture of Quality focused on our outstanding Operations foundation. Our Operational foundation consists of three key components: People, Technology and Process. It is critically important to produce high quality results with every customer interaction because our organizational results play a key role in client acquisition and existing client retention, which can help secure and build revenue opportunities for Fidelity.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

The Role

Are you a recent college graduate who enjoys solving problems, working with data, and collaborating with a team to deliver meaningful results? If you're curious, analytical, and excited to learn, this role offers a unique opportunity to launch your career at Fidelity. As an Associate Analyst on Fidelity's Defined Benefit team, you'll help support retirement plans that serve millions of employees and retirees across the country. Defined Benefit plans, commonly known as pension plans, are employer-sponsored retirement programs that provide participants with a predictable source of retirement income.

No prior pension experience is required. We'll provide training, mentorship, and hands-on experience to help you develop expertise in retirement plan administration, data analysis, and client-focused problem solving. You'll work with large datasets, analyze business processes, support client projects, and collaborate with partners across Fidelity. You'll gain exposure to retirement operations, technology, project management, and consulting while building valuable analytical and professional skills.

In this role, you will:

• Analyze and validate large datasets using tools such as Excel, SQL, and other reporting platforms.
• Learn how pension plans operate and become a subject matter expert in Defined Benefit administration.
• Support client projects, operational enhancements, and business process improvements.
• Research and resolve complex data, plan, and operational issues.
• Partner with internal teams to design and implement solutions that improve client and participant experiences.
• Assist with corporate actions and change orders, which are requests to update how a client's pension plan is administered or maintained.
• Participate in meetings and planning activities to ensure successful project execution and client satisfaction.
• Evaluate business requests and identify potential impacts to operations, systems, and client deliverables.
• Help identify opportunities for automation, efficiency improvements, and process enhancements.
• Collaborate with leaders and cross-functional teams on initiatives that support Fidelity's Defined Benefit business.

The Expertise and Skills You Bring

• Bachelor’s Degree – Data Analytics, Data Science, Management Information Systems, Business Analytics, and Business Administration majors are preferred.
• Strong analytical and problem-solving skills.
• Experience using Microsoft Excel for data analysis.
• Experience with SQL, Access, Tableau, Power BI, Python, or other analytical tools preferred.
• Exposure to actuarial science concepts is a plus.

• Internship, academic project, or coursework involving data analysis, reporting, or process improvement.
• Effective written and verbal communication skills.
• Ability to manage multiple priorities and work in a collaborative, fast-paced environment.
• Strong attention to detail and commitment to accuracy.
• Interest in financial services, retirement benefits, operations, or consulting.
• Curiosity and willingness to learn technical and business concepts.
• Continuous improvement mindset and desire to identify better ways of working.

The Team

This role resides within Workplace Investing Defined Benefit Operations organization. Fidelity has achieved the top position as the largest Defined Benefit (DB) recordkeeper in the US, as measured by total participants under administration. Fidelity has been a trusted Defined Benefit provider in the industry for over 30 years, demonstrating consistent growth and innovation. Fidelity's Defined Benefit group services all plan sizes and complexity. We offer an integrated participant experience to help focus on simplification, accuracy, and the highest level of service.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

The Role

Are you a recent college graduate who enjoys solving problems, working with data, and collaborating with a team to deliver meaningful results? If you're curious, analytical, and excited to learn, this role offers a unique opportunity to launch your career at Fidelity. As an Associate Analyst on Fidelity's Defined Benefit team, you'll help support retirement plans that serve millions of employees and retirees across the country. Defined Benefit plans, commonly known as pension plans, are employer-sponsored retirement programs that provide participants with a predictable source of retirement income.

No prior pension experience is required. We'll provide training, mentorship, and hands-on experience to help you develop expertise in retirement plan administration, data analysis, and client-focused problem solving. You'll work with large datasets, analyze business processes, support client projects, and collaborate with partners across Fidelity. You'll gain exposure to retirement operations, technology, project management, and consulting while building valuable analytical and professional skills.

In this role, you will:

• Analyze and validate large datasets using tools such as Excel, SQL, and other reporting platforms.
• Learn how pension plans operate and become a subject matter expert in Defined Benefit administration.
• Support client projects, operational enhancements, and business process improvements.
• Research and resolve complex data, plan, and operational issues.
• Partner with internal teams to design and implement solutions that improve client and participant experiences.
• Assist with corporate actions and change orders, which are requests to update how a client's pension plan is administered or maintained.
• Participate in meetings and planning activities to ensure successful project execution and client satisfaction.
• Evaluate business requests and identify potential impacts to operations, systems, and client deliverables.
• Help identify opportunities for automation, efficiency improvements, and process enhancements.
• Collaborate with leaders and cross-functional teams on initiatives that support Fidelity's Defined Benefit business.

The Expertise and Skills You Bring

• Bachelor’s Degree – Data Analytics, Data Science, Management Information Systems, Business Analytics, and Business Administration majors are preferred.
• Strong analytical and problem-solving skills.
• Experience using Microsoft Excel for data analysis.
• Experience with SQL, Access, Tableau, Power BI, Python, or other analytical tools preferred.
• Exposure to actuarial science concepts is a plus.

• Internship, academic project, or coursework involving data analysis, reporting, or process improvement.
• Effective written and verbal communication skills.
• Ability to manage multiple priorities and work in a collaborative, fast-paced environment.
• Strong attention to detail and commitment to accuracy.
• Interest in financial services, retirement benefits, operations, or consulting.
• Curiosity and willingness to learn technical and business concepts.
• Continuous improvement mindset and desire to identify better ways of working.

The Team

This role resides within Workplace Investing Defined Benefit Operations organization. Fidelity has achieved the top position as the largest Defined Benefit (DB) recordkeeper in the US, as measured by total participants under administration. Fidelity has been a trusted Defined Benefit provider in the industry for over 30 years, demonstrating consistent growth and innovation. Fidelity's Defined Benefit group services all plan sizes and complexity. We offer an integrated participant experience to help focus on simplification, accuracy, and the highest level of service.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client’s planning needs. Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity’s offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Minimum 2 years of financial services or relevant experience
• Attainment of CFP® Certification is highly encouraged
• Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
• Ability to profile to understand planning needs and identify appropriate solutions
• Vested interest in building relationships and being an advocate for clients
• Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
• Comfortable making outbound calls to further educate clients and uncover opportunities

The Team

The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primary responsibility of conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience. You will be in complete alignment with Fidelity’s firm-wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
• Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
• Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity
• A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
• Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
• Interpersonal skills and ability to grow relationships are exemplary
• Will take initiative and exceed expectations
• Outstanding communication and consultative skills, and thrives in a fast-paced work environment

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

Please note this role requires in-person attendance in the assigned Branch location.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client’s planning needs. Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity’s offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Minimum 2 years of financial services or relevant experience
• Attainment of CFP® Certification is highly encouraged
• Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
• Ability to profile to understand planning needs and identify appropriate solutions
• Vested interest in building relationships and being an advocate for clients
• Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
• Comfortable making outbound calls to further educate clients and uncover opportunities

The Team

The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primary responsibility of conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience. You will be in complete alignment with Fidelity’s firm-wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
• Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
• Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity
• A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
• Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
• Interpersonal skills and ability to grow relationships are exemplary
• Will take initiative and exceed expectations
• Outstanding communication and consultative skills, and thrives in a fast-paced work environment

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

The Role

Are you ready to lead a team of world-class sales and service associates? A Fidelity Branch Leader collaborates with senior management to manage a team of successful associates preparing to lead their own branch. Your visionary spirit and strategic perspective will help our branch distinguish itself from competitors. As a Branch Leader, you will support the Vice President, Branch Leader. Your role includes building a strong sales team and developing service associates. These associates help generate revenue opportunities and ensure high customer happiness. You will also apply national initiatives to increase business growth through customer engagement, local marketing efforts, educational seminars, and client appreciation events. Additionally, you will coordinate branch operations, ensuring compliance and resolving customer concerns, while developing and motivating associates to achieve individual and team success.

The Expertise and Skills You Bring

• At least five years in a financial sales role
• Three or more years of management within a financial services environment is preferred
• Series 7 and 66 or 63/65 are required, and you must acquire the Series 9/10 upon hire
• Background in relationship management and a deep understanding of financial services
• Impressive time-management skills and ability to complete multiple priorities
• Natural ability to influence and develop the sales skills of others
• Validated grasp of compliance and regulatory guidelines
• Professional demeanor and excellent interpersonal skills
• Positive attitude, empowering business integrity and a strong work ethic with a high level of integrity

The Team

For those aiming to lead their own branch, this role provides the first opportunity. You will learn all aspects of branch management, such as supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates. The role is developmental and lasts 12-24 months. It develops talent within the investor center network and aids the assigned VP, Branch Leader. You may work at more than one branch or have a different main branch during the program.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Expertise and Skills You Bring

• Proven success in building relationships, uncovering needs, and recommending solutions
• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
• Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
• Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• Coachable, collaborative, and curious are key attributes
• Committed to delivering an outstanding customer experience with a passion for seeing others thrive
• Motivated by results and finding solutions, takes initiative and exceeds customer expectations
• Extensive knowledge of investment solutions

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.

Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by finding opportunities to deepen relationships.

The Expertise and Skills You Bring

• Customer service, phone-based support, or financial services experience provides a strong foundation for success in this role
• Experience in banking, insurance, or financial services is a plus
• Comprehensive resources and support are provided to prepare for the required Series 7 and Series 66 licenses
• A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
• Serve as a technology champion within the branch, embracing new tools as an early adopter and sharing knowledge to enhance team capabilities and overall performance
• Superb interpersonal skills and passion to engage with clients
• The ability to assess client needs and find opportunities
• Remarkable attention to detail and ability to prioritize
• Organizational skills to manage multiple tasks
• Embraces feedback, fosters collaboration, and approaches challenges with curiosity

The Team

As a key member of the team, you will provide daily support to Fidelity’s most valued clients, delivering an exceptional experience that strengthens client relationships. By proactively identifying opportunities and making effective introductions, you will play a direct role in driving the success and growth of the branch. Your contributions will be recognized and appreciated by clients, making your work both impactful and rewarding.

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
• Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
• Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity
• A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
• Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
• Interpersonal skills and ability to grow relationships are exemplary
• Will take initiative and exceed expectations
• Outstanding communication and consultative skills, and thrives in a fast-paced work environment

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity’s products, services, and planning tools. You will develop relationship‑building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.

The Expertise and Skills You Bring

• Strong client relationship and consultative experience
• Experience with inbound/outbound warm leads and customer engagement
• Interest or knowledge in financial services and retirement planning
• Strong communication, technology, and time‑management skills
• Ability and flexibility to work in a “hybrid” work setting, both at home and in office
• Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

The Team

The Planning and Advice team helps individuals build confidence in their financial future through personalized planning and investment guidance. Team members partner with workplace participants and personal investing clients to understand their needs, build trusted relationships, and connect them with solutions aligned to their goals.

As part of a collaborative and growth-oriented environment, associates follow a structured development path designed to build financial planning expertise, client relationship skills, and consultative capabilities. The team leverages Fidelity's planning tools, research, investment solutions, and business partnerships to deliver personalized experiences and support clients in achieving long-term financial well-being.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Senior Business Analyst (BA) will utilize their consulting, analysis, and domain skills to provide the best outcomes for our client, their participants and Fidelity. You will join a team of passionate Health and Welfare professionals committed to crafting business requirements that are crucial to our ability to serve as a directed record keeper for our plan sponsors. You will serve as requirements expert and are responsible for providing all business analysis support for client advised projects to ensure that the systems are functioning according to the detailed business requirements.

The Health and Welfare Business Analyst is a key member of the Health and Welfare (HW) Center of Excellence Implementation and Migration team that services Fidelity clients. The role provides for the ability to work in a growing Health and Welfare offering, access to scalable technology while continually enhancing your knowledge of the Health and Welfare benefits administration landscape.

Expertise and Skills you Bring

• Bachelor’s degree or equivalent years of industry experience
• 3 plus years of Health and Welfare benefits service experience with an
• Understanding of benefits administration system
• Prior client implementation and\or platform migration experience a plus
• Proficient with Microsoft Office applications - medium Excel knowledge including VLOOKUP experience.
• Ability to independently manage one’s own workload
• The ability to critically analyze complex business requirements/product issues
• Regulatory and legislative knowledge in aligned service area
• Demonstrates excellent communication skills (written and verbal)
• Ability to conduct analysis and document findings
• Procedure execution and process improvement
• Align, plan, and execute new product capability delivery with in-flight implementation while driving/ supporting execution of key activities (example: data conversion load).
• Participate in validation and/or testing efforts to ensure results meet the client and/or product offering requirements
• Partnering with the Director- Client HealthCare Consulting to define client specific configurable variations to support a client plan and/or administrative requirements
• Performing root cause analysis to determine gaps or trends for continuous improvement opportunities
• Submitting requests and/or assisting with translation of business requirements to technology partners, as applicable
• Creating training material and reference material for participant services
• Assisting and coaching the broader virtual team
• Engaging in and/or leading ongoing courses to support continued personal development
• Review client provided documents and the Information Requirements Checklist (IRC) and/or Plan Administration Manual (PAM)/Status Change Matrix (SCM) and complete the Client Requirements Tool with the clients plan rules
• Document gaps for the Client HealthCare Consultant to follow up on
• Provide support to Client HealthCare Consultant on Requirements Workshop call

The Team

Fidelity’s healthcare administrative services are backed by the service, trust, and experience that have helped Fidelity become America's Retirement Leader. With over 20 years of experience in Health and Welfare administration, we are utilizing our experience to bring health and wealth together to drive better outcomes for our clients. In this role, you will be uniquely positioned to deliver the service to achieve those goals.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Vice President of Strategic Sourcing is responsible for setting and driving the enterprise sourcing strategy for Fidelity Investments in collaboration with our internal business partners. Situated within Fidelity's Procurement organization, this role leads end‑to‑end category management across a portfolio of spend, drives measurable value creation, and builds a high‑performing sourcing organization aligned to business priorities.

The VP of Strategic Sourcing will partner closely with executive stakeholders, finance, legal, risk, and business unit leaders, as well as the broader Procurement organization, to ensure sourcing strategies enable growth, manage risk, and optimize total cost of ownership while maintaining strong vendor relationships, accountability and governance.

• Partner with broader team to evolve the enterprise sourcing and category management strategy across multiple indirect and/or direct spend categories.

• Lead the development and execution of multi‑year category strategies aligned to business objectives, financial targets, and risk tolerance.

• Drive value creation through cost optimization, demand management, vendor innovation, and commercial excellence.

• Ensure principled use of strategic sourcing methodologies, market intelligence, benchmarking, and data‑driven decision making.

• Coordinate complex, high‑value sourcing initiatives including RFPs, negotiations, and vendor transitions.

The Expertise and Skills You Bring

• Bachelor’s degree required; MBA or advanced degree preferred.

• 15+ years of demonstrated ability in strategic sourcing, procurement, category management or commensurate experience within a large, complex organization.

• Demonstrated experience leading enterprise‑scale category portfolios and managing significant spend.

• Proven success building and leading large, distributed teams with multiple layers of leadership.

• Strong executive presence with the ability to influence and partner at the C‑suite level.

• Deep experience in strategic negotiations, contract management, and vendor relationship management.

• Experience operating in regulated environments is strongly preferred.

The Team

Procurement at Fidelity actively engages with the business to enable strategy and deliver sustainable value. We mitigate risk through strong governance, disciplined vendor management, and proactive market insight. By maximizing vendor value and fostering trusted internal and external partnerships, we help drive innovation, resilience, and long‑term business outcomes.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.

The Expertise and Skills You Bring

• FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
• Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
• Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity
• A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
• Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
• Interpersonal skills and ability to grow relationships are exemplary
• Will take initiative and exceed expectations
• Outstanding communication and consultative skills, and thrives in a fast-paced work environment

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

A DC Data Exchange Consultant works with Plan Sponsors and HR/PR vendors as they transition ongoing interface feeds containing financial and participant data for defined contributions plans transitioning to Fidelity. Your expertise and strategic approach is what allows you to meet client demands.

The Expertise and Skills You Bring

• This position requires a minimum of 2 years’ experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above. A detailed understanding of Fidelity and its products and services is preferred.

• Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events.

• Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.

• A solid understanding of Fidelity proprietary systems such as FPRS, FocusPoint, TSO, PPMC and PSW.

• Strong presentation, consulting, and negotiating skills.

• Strong analytical, problem-solving, problem identification skills.

• Strong organizational/time management skills, auditing skills.

• Bachelor’s degree preferred.

• Work to clarify data requirements: provide appropriate specifications, coordinate delivery of required systems configuration, and coordinate the establishment of systems interfaces.

• Work with client (and payroll vendors as required) and internal partners to establish EDT links, PSW, and any other electronic data communication requirements. Work with internal partners and systems groups at client/payroll vendor to determine fit, discuss functionality, test connections and install into production.

• Document the payroll specifications for the client/payroll vendor and ongoing service team.

• Coordinate the payroll testing process with systems, review output with client/payroll vendor, and recommend changes.

• Troubleshoot and assist in resolution of exception processing around technology gaps. Document agreed upon process.

• Monitor payroll conversion schedule throughout the payroll conversion process. Manage to agreed upon deliverable dates and timetables.

• Establish and test the loan and deferral feedback files and update the client on findings.

• Coordinate creation of customized test loan and deferral feedback files for clients.

• Manage the indicative data clean up effort with client or payroll vendor.

The Team

As part of the Implementation Team, the DEC will participate in the discovery process with the Client, Prior Recordkeeper, and Prior HR and Payroll vendor to collect all requirements vital to complete the Implementation or Corporate Action Project. We strive to provide outstanding execution and service throughout the project life cycle.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

The Role

Are you energized by leading large-scale technology programs that transform the workplace experience? As an EI&O Workplace Technology Program Manager, you will play a critical leadership role in delivering complex, cross-functional initiatives that enable Fidelity's evolving workplace strategy. Working closely with Real Estate, Architecture & Engineering, Enterprise Infrastructure, End User Computing, Security, Product Management, and external partners, you will drive the planning, coordination, and execution of technology programs supporting modernization efforts.

The Expertise and Skills You Bring

This role is responsible for leading multiple concurrent programs that span network infrastructure, wireless, telecommunications, audiovisual systems, workplace technology platforms, and end-user technology services. You will bring together diverse stakeholders, manage competing priorities, mitigate risks, and ensure successful delivery of business-critical initiatives while aligning with enterprise technology standards, operational requirements, and long-term workplace technology strategies.

The Team

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Are you passionate about recognizing risks before they become issues while assisting business partners in creating strategies that protect our organization? The Risk team is seeking a proactive, risk-minded professional to help drive efforts to formalize a firmwide insider trust program. This program will develop a coordinated approach to identifying and managing insider risks by connecting various insider risk activities that are performed across the firm and developing a centralized governance structure and technology strategy / data correlation focused on data loss, IP theft, fraud, workplace violence indicators, sabotage, and policy violations. Reporting to the Head of HR Risk & Compliance and Insider Trust, this position will drive a risk-based operating model that balances employee privacy, legal obligations and business enablement.

The Expertise and Skills You Bring

• Bachelor’s Degree required

• 15+ years’ industry experience in Risk Management, Insider Risk, Technology, Security, Cybersecurity, Audit, or other related areas

• Proven leadership and experience leading large firmwide programs required

• Strong understanding of data protection, privacy, regulatory, and workforce monitoring considerations

• Exceptional strategic thinking and executive‑level communication skills, with the ability to convey complex issues clearly to diverse audiences

• Proven ability to create and effectively manage necessary project plans to ensure goals are consistently met

• Demonstrated experience bringing together multiple data sets to effectively manage risk wholistically

• Strong reporting and presentations skills required

• Prior experience with Insider Trust programs preferred

The Value You Deliver

• Shape the strategic direction, governance model, and long-term maturity of our Insider Trust Program

• Ensure alignment across security, HR, legal/privacy, compliance, technology, and business operations to proactively identify, assess, and mitigate risks related to data loss, intellectual property theft, fraud, misuse of systems, and other harmful internal behaviors

• Support daily Insider Trust Program efforts, including development and documentation of use cases, playbooks, workflows, and response—while driving risk assessments and defining critical metrics, dashboards, and reporting

• Work with technology partners to bring together insider risk data points from across the firm to mitigate risk

• Operationalize high-value asset protection for source code, trade secrets, sensitive customer/employee data and critical systems

• Partner with HR, Legal, IT, and Security to enhance controls, improve detection, and support insider‑risk evaluations

The Team

Our team is part of the broader Risk organization that supports Corporate Services, Fidelity’s Fund and Investment Operations, Global Site business lines, and Enterprise Resiliency and Crisis Management. More broadly, it sits within the Fidelity Risk Group, which brings together the major Risk functions across the enterprise and leverages a wide range of risk management programs and capabilities. At the core of the Risk Group’s mission is close partnership with teams across the Firm—including Business Leaders, Legal, Compliance, Audit, and Security—to protect the Firm, its associates, and its customers.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Are you passionate about recognizing risks before they become issues while assisting business partners in creating strategies that protect our organization? The Risk team is seeking a proactive, risk-minded professional to help drive efforts to formalize a firmwide insider trust program. This program will develop a coordinated approach to identifying and managing insider risks by connecting various insider risk activities that are performed across the firm and developing a centralized governance structure and technology strategy / data correlation focused on data loss, IP theft, fraud, workplace violence indicators, sabotage, and policy violations. Reporting to the Head of HR Risk & Compliance and Insider Trust, this position will drive a risk-based operating model that balances employee privacy, legal obligations and business enablement.

The Expertise and Skills You Bring

• Bachelor’s Degree required

• 15+ years’ industry experience in Risk Management, Insider Risk, Technology, Security, Cybersecurity, Audit, or other related areas

• Proven leadership and experience leading large firmwide programs required

• Strong understanding of data protection, privacy, regulatory, and workforce monitoring considerations

• Exceptional strategic thinking and executive‑level communication skills, with the ability to convey complex issues clearly to diverse audiences

• Proven ability to create and effectively manage necessary project plans to ensure goals are consistently met

• Demonstrated experience bringing together multiple data sets to effectively manage risk wholistically

• Strong reporting and presentations skills required

• Prior experience with Insider Trust programs preferred

The Value You Deliver

• Shape the strategic direction, governance model, and long-term maturity of our Insider Trust Program

• Ensure alignment across security, HR, legal/privacy, compliance, technology, and business operations to proactively identify, assess, and mitigate risks related to data loss, intellectual property theft, fraud, misuse of systems, and other harmful internal behaviors

• Support daily Insider Trust Program efforts, including development and documentation of use cases, playbooks, workflows, and response—while driving risk assessments and defining critical metrics, dashboards, and reporting

• Work with technology partners to bring together insider risk data points from across the firm to mitigate risk

• Operationalize high-value asset protection for source code, trade secrets, sensitive customer/employee data and critical systems

• Partner with HR, Legal, IT, and Security to enhance controls, improve detection, and support insider‑risk evaluations

The Team

Our team is part of the broader Risk organization that supports Corporate Services, Fidelity’s Fund and Investment Operations, Global Site business lines, and Enterprise Resiliency and Crisis Management. More broadly, it sits within the Fidelity Risk Group, which brings together the major Risk functions across the enterprise and leverages a wide range of risk management programs and capabilities. At the core of the Risk Group’s mission is close partnership with teams across the Firm—including Business Leaders, Legal, Compliance, Audit, and Security—to protect the Firm, its associates, and its customers.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Are you passionate about recognizing risks before they become issues while assisting business partners in creating strategies that protect our organization? The Risk team is seeking a proactive, risk-minded professional to help drive efforts to formalize a firmwide insider trust program. This program will develop a coordinated approach to identifying and managing insider risks by connecting various insider risk activities that are performed across the firm and developing a centralized governance structure and technology strategy / data correlation focused on data loss, IP theft, fraud, workplace violence indicators, sabotage, and policy violations. Reporting to the Head of HR Risk & Compliance and Insider Trust, this position will drive a risk-based operating model that balances employee privacy, legal obligations and business enablement.

The Expertise and Skills You Bring

• Bachelor’s Degree required

• 15+ years’ industry experience in Risk Management, Insider Risk, Technology, Security, Cybersecurity, Audit, or other related areas

• Proven leadership and experience leading large firmwide programs required

• Strong understanding of data protection, privacy, regulatory, and workforce monitoring considerations

• Exceptional strategic thinking and executive‑level communication skills, with the ability to convey complex issues clearly to diverse audiences

• Proven ability to create and effectively manage necessary project plans to ensure goals are consistently met

• Demonstrated experience bringing together multiple data sets to effectively manage risk wholistically

• Strong reporting and presentations skills required

• Prior experience with Insider Trust programs preferred

The Value You Deliver

• Shape the strategic direction, governance model, and long-term maturity of our Insider Trust Program

• Ensure alignment across security, HR, legal/privacy, compliance, technology, and business operations to proactively identify, assess, and mitigate risks related to data loss, intellectual property theft, fraud, misuse of systems, and other harmful internal behaviors

• Support daily Insider Trust Program efforts, including development and documentation of use cases, playbooks, workflows, and response—while driving risk assessments and defining critical metrics, dashboards, and reporting

• Work with technology partners to bring together insider risk data points from across the firm to mitigate risk

• Operationalize high-value asset protection for source code, trade secrets, sensitive customer/employee data and critical systems

• Partner with HR, Legal, IT, and Security to enhance controls, improve detection, and support insider‑risk evaluations

The Team

Our team is part of the broader Risk organization that supports Corporate Services, Fidelity’s Fund and Investment Operations, Global Site business lines, and Enterprise Resiliency and Crisis Management. More broadly, it sits within the Fidelity Risk Group, which brings together the major Risk functions across the enterprise and leverages a wide range of risk management programs and capabilities. At the core of the Risk Group’s mission is close partnership with teams across the Firm—including Business Leaders, Legal, Compliance, Audit, and Security—to protect the Firm, its associates, and its customers.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Are you passionate about recognizing risks before they become issues while assisting business partners in creating strategies that protect our organization? The Risk team is seeking a proactive, risk-minded professional to help drive efforts to formalize a firmwide insider trust program. This program will develop a coordinated approach to identifying and managing insider risks by connecting various insider risk activities that are performed across the firm and developing a centralized governance structure and technology strategy / data correlation focused on data loss, IP theft, fraud, workplace violence indicators, sabotage, and policy violations. Reporting to the Head of HR Risk & Compliance and Insider Trust, this position will drive a risk-based operating model that balances employee privacy, legal obligations and business enablement.

The Expertise and Skills You Bring

• Bachelor’s Degree required

• 15+ years’ industry experience in Risk Management, Insider Risk, Technology, Security, Cybersecurity, Audit, or other related areas

• Proven leadership and experience leading large firmwide programs required

• Strong understanding of data protection, privacy, regulatory, and workforce monitoring considerations

• Exceptional strategic thinking and executive‑level communication skills, with the ability to convey complex issues clearly to diverse audiences

• Proven ability to create and effectively manage necessary project plans to ensure goals are consistently met

• Demonstrated experience bringing together multiple data sets to effectively manage risk wholistically

• Strong reporting and presentations skills required

• Prior experience with Insider Trust programs preferred

The Value You Deliver

• Shape the strategic direction, governance model, and long-term maturity of our Insider Trust Program

• Ensure alignment across security, HR, legal/privacy, compliance, technology, and business operations to proactively identify, assess, and mitigate risks related to data loss, intellectual property theft, fraud, misuse of systems, and other harmful internal behaviors

• Support daily Insider Trust Program efforts, including development and documentation of use cases, playbooks, workflows, and response—while driving risk assessments and defining critical metrics, dashboards, and reporting

• Work with technology partners to bring together insider risk data points from across the firm to mitigate risk

• Operationalize high-value asset protection for source code, trade secrets, sensitive customer/employee data and critical systems

• Partner with HR, Legal, IT, and Security to enhance controls, improve detection, and support insider‑risk evaluations

The Team

Our team is part of the broader Risk organization that supports Corporate Services, Fidelity’s Fund and Investment Operations, Global Site business lines, and Enterprise Resiliency and Crisis Management. More broadly, it sits within the Fidelity Risk Group, which brings together the major Risk functions across the enterprise and leverages a wide range of risk management programs and capabilities. At the core of the Risk Group’s mission is close partnership with teams across the Firm—including Business Leaders, Legal, Compliance, Audit, and Security—to protect the Firm, its associates, and its customers.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Are you passionate about recognizing risks before they become issues while assisting business partners in creating strategies that protect our organization? The Risk team is seeking a proactive, risk-minded professional to help drive efforts to formalize a firmwide insider trust program. This program will develop a coordinated approach to identifying and managing insider risks by connecting various insider risk activities that are performed across the firm and developing a centralized governance structure and technology strategy / data correlation focused on data loss, IP theft, fraud, workplace violence indicators, sabotage, and policy violations. Reporting to the Head of HR Risk & Compliance and Insider Trust, this position will drive a risk-based operating model that balances employee privacy, legal obligations and business enablement.

The Expertise and Skills You Bring

• Bachelor’s Degree required

• 15+ years’ industry experience in Risk Management, Insider Risk, Technology, Security, Cybersecurity, Audit, or other related areas

• Proven leadership and experience leading large firmwide programs required

• Strong understanding of data protection, privacy, regulatory, and workforce monitoring considerations

• Exceptional strategic thinking and executive‑level communication skills, with the ability to convey complex issues clearly to diverse audiences

• Proven ability to create and effectively manage necessary project plans to ensure goals are consistently met

• Demonstrated experience bringing together multiple data sets to effectively manage risk wholistically

• Strong reporting and presentations skills required

• Prior experience with Insider Trust programs preferred

The Value You Deliver

• Shape the strategic direction, governance model, and long-term maturity of our Insider Trust Program

• Ensure alignment across security, HR, legal/privacy, compliance, technology, and business operations to proactively identify, assess, and mitigate risks related to data loss, intellectual property theft, fraud, misuse of systems, and other harmful internal behaviors

• Support daily Insider Trust Program efforts, including development and documentation of use cases, playbooks, workflows, and response—while driving risk assessments and defining critical metrics, dashboards, and reporting

• Work with technology partners to bring together insider risk data points from across the firm to mitigate risk

• Operationalize high-value asset protection for source code, trade secrets, sensitive customer/employee data and critical systems

• Partner with HR, Legal, IT, and Security to enhance controls, improve detection, and support insider‑risk evaluations

The Team

Our team is part of the broader Risk organization that supports Corporate Services, Fidelity’s Fund and Investment Operations, Global Site business lines, and Enterprise Resiliency and Crisis Management. More broadly, it sits within the Fidelity Risk Group, which brings together the major Risk functions across the enterprise and leverages a wide range of risk management programs and capabilities. At the core of the Risk Group’s mission is close partnership with teams across the Firm—including Business Leaders, Legal, Compliance, Audit, and Security—to protect the Firm, its associates, and its customers.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Are you passionate about recognizing risks before they become issues while assisting business partners in creating strategies that protect our organization? The Risk team is seeking a proactive, risk-minded professional to help drive efforts to formalize a firmwide insider trust program. This program will develop a coordinated approach to identifying and managing insider risks by connecting various insider risk activities that are performed across the firm and developing a centralized governance structure and technology strategy / data correlation focused on data loss, IP theft, fraud, workplace violence indicators, sabotage, and policy violations. Reporting to the Head of HR Risk & Compliance and Insider Trust, this position will drive a risk-based operating model that balances employee privacy, legal obligations and business enablement.

The Expertise and Skills You Bring

• Bachelor’s Degree required

• 15+ years’ industry experience in Risk Management, Insider Risk, Technology, Security, Cybersecurity, Audit, or other related areas

• Proven leadership and experience leading large firmwide programs required

• Strong understanding of data protection, privacy, regulatory, and workforce monitoring considerations

• Exceptional strategic thinking and executive‑level communication skills, with the ability to convey complex issues clearly to diverse audiences

• Proven ability to create and effectively manage necessary project plans to ensure goals are consistently met

• Demonstrated experience bringing together multiple data sets to effectively manage risk wholistically

• Strong reporting and presentations skills required

• Prior experience with Insider Trust programs preferred

The Value You Deliver

• Shape the strategic direction, governance model, and long-term maturity of our Insider Trust Program

• Ensure alignment across security, HR, legal/privacy, compliance, technology, and business operations to proactively identify, assess, and mitigate risks related to data loss, intellectual property theft, fraud, misuse of systems, and other harmful internal behaviors

• Support daily Insider Trust Program efforts, including development and documentation of use cases, playbooks, workflows, and response—while driving risk assessments and defining critical metrics, dashboards, and reporting

• Work with technology partners to bring together insider risk data points from across the firm to mitigate risk

• Operationalize high-value asset protection for source code, trade secrets, sensitive customer/employee data and critical systems

• Partner with HR, Legal, IT, and Security to enhance controls, improve detection, and support insider‑risk evaluations

The Team

Our team is part of the broader Risk organization that supports Corporate Services, Fidelity’s Fund and Investment Operations, Global Site business lines, and Enterprise Resiliency and Crisis Management. More broadly, it sits within the Fidelity Risk Group, which brings together the major Risk functions across the enterprise and leverages a wide range of risk management programs and capabilities. At the core of the Risk Group’s mission is close partnership with teams across the Firm—including Business Leaders, Legal, Compliance, Audit, and Security—to protect the Firm, its associates, and its customers.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Are you passionate about recognizing risks before they become issues while assisting business partners in creating strategies that protect our organization? The Risk team is seeking a proactive, risk-minded professional to help drive efforts to formalize a firmwide insider trust program. This program will develop a coordinated approach to identifying and managing insider risks by connecting various insider risk activities that are performed across the firm and developing a centralized governance structure and technology strategy / data correlation focused on data loss, IP theft, fraud, workplace violence indicators, sabotage, and policy violations. Reporting to the Head of HR Risk & Compliance and Insider Trust, this position will drive a risk-based operating model that balances employee privacy, legal obligations and business enablement.

The Expertise and Skills You Bring

• Bachelor’s Degree required

• 15+ years’ industry experience in Risk Management, Insider Risk, Technology, Security, Cybersecurity, Audit, or other related areas

• Proven leadership and experience leading large firmwide programs required

• Strong understanding of data protection, privacy, regulatory, and workforce monitoring considerations

• Exceptional strategic thinking and executive‑level communication skills, with the ability to convey complex issues clearly to diverse audiences

• Proven ability to create and effectively manage necessary project plans to ensure goals are consistently met

• Demonstrated experience bringing together multiple data sets to effectively manage risk wholistically

• Strong reporting and presentations skills required

• Prior experience with Insider Trust programs preferred

The Value You Deliver

• Shape the strategic direction, governance model, and long-term maturity of our Insider Trust Program

• Ensure alignment across security, HR, legal/privacy, compliance, technology, and business operations to proactively identify, assess, and mitigate risks related to data loss, intellectual property theft, fraud, misuse of systems, and other harmful internal behaviors

• Support daily Insider Trust Program efforts, including development and documentation of use cases, playbooks, workflows, and response—while driving risk assessments and defining critical metrics, dashboards, and reporting

• Work with technology partners to bring together insider risk data points from across the firm to mitigate risk

• Operationalize high-value asset protection for source code, trade secrets, sensitive customer/employee data and critical systems

• Partner with HR, Legal, IT, and Security to enhance controls, improve detection, and support insider‑risk evaluations

The Team

Our team is part of the broader Risk organization that supports Corporate Services, Fidelity’s Fund and Investment Operations, Global Site business lines, and Enterprise Resiliency and Crisis Management. More broadly, it sits within the Fidelity Risk Group, which brings together the major Risk functions across the enterprise and leverages a wide range of risk management programs and capabilities. At the core of the Risk Group’s mission is close partnership with teams across the Firm—including Business Leaders, Legal, Compliance, Audit, and Security—to protect the Firm, its associates, and its customers.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category:

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Are you passionate about recognizing risks before they become issues while assisting business partners in creating strategies that protect our organization? The Risk team is seeking a proactive, risk-minded professional to help drive efforts to formalize a firmwide insider trust program. This program will develop a coordinated approach to identifying and managing insider risks by connecting various insider risk activities that are performed across the firm and developing a centralized governance structure and technology strategy / data correlation focused on data loss, IP theft, fraud, workplace violence indicators, sabotage, and policy violations. Reporting to the Head of HR Risk & Compliance and Insider Trust, this position will drive a risk-based operating model that balances employee privacy, legal obligations and business enablement.

The Expertise and Skills You Bring

• Bachelor’s Degree required

• 15+ years’ industry experience in Risk Management, Insider Risk, Technology, Security, Cybersecurity, Audit, or other related areas

• Proven leadership and experience leading large firmwide programs required

• Strong understanding of data protection, privacy, regulatory, and workforce monitoring considerations

• Exceptional strategic thinking and executive‑level communication skills, with the ability to convey complex issues clearly to diverse audiences

• Proven ability to create and effectively manage necessary project plans to ensure goals are consistently met

• Demonstrated experience bringing together multiple data sets to effectively manage risk wholistically

• Strong reporting and presentations skills required

• Prior experience with Insider Trust programs preferred

The Value You Deliver

• Shape the strategic direction, governance model, and long-term maturity of our Insider Trust Program

• Ensure alignment across security, HR, legal/privacy, compliance, technology, and business operations to proactively identify, assess, and mitigate risks related to data loss, intellectual property theft, fraud, misuse of systems, and other harmful internal behaviors

• Support daily Insider Trust Program efforts, including development and documentation of use cases, playbooks, workflows, and response—while driving risk assessments and defining critical metrics, dashboards, and reporting

• Work with technology partners to bring together insider risk data points from across the firm to mitigate risk

• Operationalize high-value asset protection for source code, trade secrets, sensitive customer/employee data and critical systems

• Partner with HR, Legal, IT, and Security to enhance controls, improve detection, and support insider‑risk evaluations

The Team

Our team is part of the broader Risk organization that supports Corporate Services, Fidelity’s Fund and Investment Operations, Global Site business lines, and Enterprise Resiliency and Crisis Management. More broadly, it sits within the Fidelity Risk Group, which brings together the major Risk functions across the enterprise and leverages a wide range of risk management programs and capabilities. At the core of the Risk Group’s mission is close partnership with teams across the Firm—including Business Leaders, Legal, Compliance, Audit, and Security—to protect the Firm, its associates, and its customers.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Category: