Job Description:

Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships?

Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques.

The Expertise We’re Looking For

• We ask that you have sales experience in the financial service industry
• We require a Series 7 and Series 66 Insurance licenses
• CFP certification preferred
  

The Purpose of Your Role

Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books.

The Skills You Bring

• Your planning skills and in-depth knowledge of financial product offerings
• You are confident in front of an audience of any size and have impressionable public speaking skills
• Your unparalleled desire to coach and impact others’ results
• You are an approachable leader with the ability to effortlessly influence others
  

The Value You Deliver

• Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement
• Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles
• You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices
• Leading by example and demonstrating organized preparation and effective follow up skills
• Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions
  

How Your Work Impacts the Organization

Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.

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:

For you, client interactions are more than transactions. They are opportunities to deepen relationships, understand the unique financial needs of your clients, and make an impact on the lives of others. Join a team of like-minded professionals as an Executive Services Benefits & Planning Consultant and cultivate relationships with executives covered by the Executive Services offering through their employer. At Fidelity, we give you the tools so you can excel within this role and beyond.

The Expertise We’re Looking For

• Series 7 & 66 are required – 66 may be obtained within a defined period of time from hire
• 4-year college degree preferred
• Industry designations such as Certified Financial Planner and Certified Equity Professionals are highly encouraged. Our Tuition Reimbursement program can help you obtain them!

The Purpose of Your Role

As a Benefits & Planning Consultant (formerly ES Relationship Manager), you will partner with Executive Planning Consultants and work exclusively with the plan participants. Your understanding of the Financial Planning process and complex needs of highly compensated executives are prime attributes as you deepen relationships and help acquire new executives. Developing a solid understanding of retail brokerage, workplace sponsored savings plans, and equity compensation will allow you to provide holistic value to executives.

The Skills You Bring

• You can effectively consult with your clients while delivering highly personalized value to executives
• You have demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning
  • You provide education as well as advice in appropriate situations.
• Customer satisfaction is your top priority, and you have a strong track record of success in relationship management

The Value You Deliver

• As your knowledge grows and your planning skills evolve, you provide benefits education and financial planning advice to a growing base of executives.

• Partnering with multiple Executive Planning Consultants, you implement a structured client contact strategy and conduct guidance preparation discussions with clients
• You are an integral partner in business development by identifying potential new business, deepening existing relationships, and developing segmented marketing initiatives with the Executive Planning Consultant
• You understand how critical the details can be in financial services, and serve as a quality control expert to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements.
• You look at future opportunities to improve relationships and the client experience, and recommend a course of action to address longer term needs
• You resolve or escalate complex client issues to the appropriate channel and deliver problem resolution

How Your Work Impacts the Organization

The Executive Services team acts as a single point of contact for workplace plan executives, incorporating their benefit and plan provisions into the planning process. The team presents offerings to executives, board members, and plan sponsors and provides an elevated level of assistance for brokerage, insurance, money management, estate planning, financial planning and retirement planning.

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:

For you, client interactions are more than transactions. They are opportunities to deepen relationships, understand the unique financial needs of your clients, and make an impact on the lives of others. Join a team of like-minded professionals as an Executive Services Benefits & Planning Consultant and cultivate relationships with executives covered by the Executive Services offering through their employer. At Fidelity, we give you the tools so you can excel within this role and beyond.

The Expertise We’re Looking For

• Series 7 & 66 are required – 66 may be obtained within a defined period of time from hire
• 4-year college degree preferred
• Industry designations such as Certified Financial Planner and Certified Equity Professionals are highly encouraged. Our Tuition Reimbursement program can help you obtain them!

The Purpose of Your Role

As a Benefits & Planning Consultant (formerly ES Relationship Manager), you will partner with Executive Planning Consultants and work exclusively with the plan participants. Your understanding of the Financial Planning process and complex needs of highly compensated executives are prime attributes as you deepen relationships and help acquire new executives. Developing a solid understanding of retail brokerage, workplace sponsored savings plans, and equity compensation will allow you to provide holistic value to executives.

The Skills You Bring

• You can effectively consult with your clients while delivering highly personalized value to executives
• You have demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning
  • You provide education as well as advice in appropriate situations.
• Customer satisfaction is your top priority, and you have a strong track record of success in relationship management

The Value You Deliver

• As your knowledge grows and your planning skills evolve, you provide benefits education and financial planning advice to a growing base of executives.

• Partnering with multiple Executive Planning Consultants, you implement a structured client contact strategy and conduct guidance preparation discussions with clients
• You are an integral partner in business development by identifying potential new business, deepening existing relationships, and developing segmented marketing initiatives with the Executive Planning Consultant
• You understand how critical the details can be in financial services, and serve as a quality control expert to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements.
• You look at future opportunities to improve relationships and the client experience, and recommend a course of action to address longer term needs
• You resolve or escalate complex client issues to the appropriate channel and deliver problem resolution

How Your Work Impacts the Organization

The Executive Services team acts as a single point of contact for workplace plan executives, incorporating their benefit and plan provisions into the planning process. The team presents offerings to executives, board members, and plan sponsors and provides an elevated level of assistance for brokerage, insurance, money management, estate planning, financial planning and retirement planning.

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:

For you, client interactions are more than transactions. They are opportunities to deepen relationships, understand the unique financial needs of your clients, and make an impact on the lives of others. Join a team of like-minded professionals as an Executive Services Benefits & Planning Consultant and cultivate relationships with executives covered by the Executive Services offering through their employer. At Fidelity, we give you the tools so you can excel within this role and beyond.

The Expertise We’re Looking For

• Series 7 & 66 are required – 66 may be obtained within a defined period of time from hire
• 4-year college degree preferred
• Industry designations such as Certified Financial Planner and Certified Equity Professionals are highly encouraged. Our Tuition Reimbursement program can help you obtain them!

The Purpose of Your Role

As a Benefits & Planning Consultant (formerly ES Relationship Manager), you will partner with Executive Planning Consultants and work exclusively with the plan participants. Your understanding of the Financial Planning process and complex needs of highly compensated executives are prime attributes as you deepen relationships and help acquire new executives. Developing a solid understanding of retail brokerage, workplace sponsored savings plans, and equity compensation will allow you to provide holistic value to executives.

The Skills You Bring

• You can effectively consult with your clients while delivering highly personalized value to executives
• You have demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning
  • You provide education as well as advice in appropriate situations.
• Customer satisfaction is your top priority, and you have a strong track record of success in relationship management

The Value You Deliver

• As your knowledge grows and your planning skills evolve, you provide benefits education and financial planning advice to a growing base of executives.

• Partnering with multiple Executive Planning Consultants, you implement a structured client contact strategy and conduct guidance preparation discussions with clients
• You are an integral partner in business development by identifying potential new business, deepening existing relationships, and developing segmented marketing initiatives with the Executive Planning Consultant
• You understand how critical the details can be in financial services, and serve as a quality control expert to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements.
• You look at future opportunities to improve relationships and the client experience, and recommend a course of action to address longer term needs
• You resolve or escalate complex client issues to the appropriate channel and deliver problem resolution

How Your Work Impacts the Organization

The Executive Services team acts as a single point of contact for workplace plan executives, incorporating their benefit and plan provisions into the planning process. The team presents offerings to executives, board members, and plan sponsors and provides an elevated level of assistance for brokerage, insurance, money management, estate planning, financial planning and retirement planning.

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:

For you, client interactions are more than transactions. They are opportunities to deepen relationships, understand the unique financial needs of your clients, and make an impact on the lives of others. Join a team of like-minded professionals as an Executive Services Benefits & Planning Consultant and cultivate relationships with executives covered by the Executive Services offering through their employer. At Fidelity, we give you the tools so you can excel within this role and beyond.

The Expertise We’re Looking For

• Series 7 & 66 are required – 66 may be obtained within a defined period of time from hire
• 4-year college degree preferred
• Industry designations such as Certified Financial Planner and Certified Equity Professionals are highly encouraged. Our Tuition Reimbursement program can help you obtain them!

The Purpose of Your Role

As a Benefits & Planning Consultant (formerly ES Relationship Manager), you will partner with Executive Planning Consultants and work exclusively with the plan participants. Your understanding of the Financial Planning process and complex needs of highly compensated executives are prime attributes as you deepen relationships and help acquire new executives. Developing a solid understanding of retail brokerage, workplace sponsored savings plans, and equity compensation will allow you to provide holistic value to executives.

The Skills You Bring

• You can effectively consult with your clients while delivering highly personalized value to executives
• You have demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning
  • You provide education as well as advice in appropriate situations.
• Customer satisfaction is your top priority, and you have a strong track record of success in relationship management

The Value You Deliver

• As your knowledge grows and your planning skills evolve, you provide benefits education and financial planning advice to a growing base of executives.

• Partnering with multiple Executive Planning Consultants, you implement a structured client contact strategy and conduct guidance preparation discussions with clients
• You are an integral partner in business development by identifying potential new business, deepening existing relationships, and developing segmented marketing initiatives with the Executive Planning Consultant
• You understand how critical the details can be in financial services, and serve as a quality control expert to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements.
• You look at future opportunities to improve relationships and the client experience, and recommend a course of action to address longer term needs
• You resolve or escalate complex client issues to the appropriate channel and deliver problem resolution

How Your Work Impacts the Organization

The Executive Services team acts as a single point of contact for workplace plan executives, incorporating their benefit and plan provisions into the planning process. The team presents offerings to executives, board members, and plan sponsors and provides an elevated level of assistance for brokerage, insurance, money management, estate planning, financial planning and retirement planning.

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

Principal Quantitative Analyst, Investment Performance Insights

The Role

As a Principal Quantitative Analyst within the Performance Measurement & Analysis Product Area, you will leverage investment performance, business, and market data to generate actionable insights that support key business partners, including Sales, Finance, Product, and Strategy. You will identify trends, discover opportunities, and develop data-driven recommendations that help inform strategic decision-making across Fidelity.

The ideal candidate is intellectually curious, highly analytical, detail-oriented, and passionate about transforming complex datasets into meaningful business insights.

The Expertise and Skills You Bring

• Bachelor's degree required; Master's degree preferred.

• Demonstrated experience in quantitative analysis, investment analytics, business intelligence, or related field.

• Strong analytical and problem-solving skills, with the ability to identify opportunities, generate insights, and translate findings into recommendations.

• Deep understanding of financial markets, the asset management industry, investor behavior, and Fidelity's business.
• Knowledge of investment performance measurement, attribution, and analytics methodologies preferred.
• Experience sourcing, analyzing, and interpreting large datasets to support fact-based decision-making and measure business outcomes.
• Working knowledge of statistical analysis and quantitative methodologies.
• Experience writing SQL queries and working with Snowflake or similar cloud-based data platforms preferred.
• Strong communication and data visualization skills, with the ability to effectively present findings to both technical and non-technical audiences.
• Experience with data analytics and visualization tools such as Power BI, Tableau, Python, or similar platforms is a plus.

The Team

You will be a member of a small team within the Performance Measurement and Analysis Product Area tasked with generating unique and actionable insights from the vast set of performance and related datasets. In this role, you will partner closely with Product, Sales, Strategy, Finance, and Data teams across multiple Fidelity business units to identify opportunities, answer critical business questions, and drive data-informed decision-making.

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

Do you want to make a difference in our customers’ lives and be part of a highly collaborative, cross-functional team committed to ensuring the accuracy of the firm’s Regulatory Reporting Platforms within Fidelity Capital Markets? We are looking for an Analyst, Regulatory Reporting Operations who works within a team responsible for ensuring the overall integrity of trade and position reporting submitted to the regulators for National Financial Services and Fidelity Brokerage Services. You will act as a primary interface between trading desks, operations teams, compliance, systems development teams and other business partners that have an impact on Regulatory Reporting. You will play a key role in ensuring reporting obligations have been met through thoughtful data analysis and deep understanding of regulations and our trading infrastructure. In addition, you will maintain positive relationships with internal and external partners to gain knowledge of new rules or interpretations and implement internally to ensure compliant reporting.

The Expertise and Skills You Bring

• Experience with the trade and position reporting requirements of a broker/dealer including but not limited to SEC Rules 605 and 606, SEC Rule 613 Consolidated Audit Trail (CAT), MSRB, TRACE, and ACT.
• Working knowledge of broker/dealer Customer and Account Information systems preferred.
• Identifying issues through complex analysis; developing solutions and driving to resolution.
• Working knowledge of SQL and Snowflake / Oracle databases preferred.
• Understanding complex order routing flows and their impact to downstream systems.
• Understanding the various regulatory requirements of a broker dealer as it relates to trade and position reporting.
• Series 7 required within 6 months of hire
• Ability to build and maintain professional relationships with various teams both external and internal to Fidelity.
• Excellent verbal and written communication skills and the ability to present material to senior leaders as well as peers.
• Team-player mentality, willing and able to shift priorities based on team needs, contributing to larger team goals and deliverables.
• Microsoft Office applications, particularly Excel and PowerPoint
• Strong time management and prioritization skills
• Demonstrated ability to lead and/or actively participate in projects and drive positive results.
• Ability to craft new reconciliation methods to proactively identify discrepancies in data across several reporting platforms and analyze the details available in disciplinary actions and industry fines to identify areas for improvement in our existing procedures.
• Acting as subject matter authority to internal and external business partners on regulatory reporting requirements. Be aware of upcoming rule changes and understand impact to both operational and system flows, identifying system and/or process flow changes needed.
• Supporting the Compliance team in responding to inquiries, audits and/or exams from regulators in a timely manner by providing requested data and expertise in determining the accuracy and completeness of the reporting submitted.
• Supporting technology projects relating to regulatory reporting systems by developing and documenting user requirements, user acceptance test plans and post-production validation

The Team

This dynamic team is part of Fidelity Capital Markets. Fidelity’s broker-dealers, National Financial and Fidelity Brokerage Services, are required to send significant amounts of detailed trading data to various governmental and industry regulators such as FINRA CAT, the SEC and MSRB. The Regulatory Reporting group plays an integral role in ensuring that all trading activity has been accurately reported to the Regulatory agencies. The team’s directive is to analyze and identify issues or discrepancies in our reporting programs and work closely with the Operations and Technology teams to deliver a solution to address these. Issues with reporting can lead to inquiries, 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 provide immigration sponsorship for this position.

The Role

It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. As a leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.

As one of the key leaders in the Investor Center, you drive branch performance through talent development, operational excellence, and strategic leadership. By recruiting, mentoring, and coaching associates, you strengthen team capabilities and foster a high-performing culture. You are an integral figure in running branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance. You will work alongside the VP, Branch Leader in charge of the branch in building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.

The Expertise and Skills You Bring

• Bachelor’s Degree highly preferred
• 5+ years in financial sales role
• 3+ years of financial services management is helpful
• Active Series 9/10, 7, and 66 licenses required, CFP highly preferred
• All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
• Contagious enthusiasm for hiring, mentoring, and developing new branch associates
• Inspired by passion for working collaboratively, improving productivity, and implementing ideas
• Ability to coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities
• Positive attitude, empowering business professionalism and strong work ethic with high level of integrity

The Team

Our mission is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. Our branches offer a full range of investment products and services to individual mutual fund and brokerage customers – including personal, needs-based investment guidance, wealth management, retirement planning, income strategies, and college planning services. The team provides vital product and service offerings maintained through sophisticated technology; all delivered via a world-class investment platform.

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

The GSOC Specialist is responsible for providing support in Security/Fire/Life Safety Alarm Monitoring; Global Threat Management, Video Monitoring, Incident Management, Travel Safety and Security and dispatching of Fidelity regional security or Public Safety personnel to corporate locations. Responsibilities include:

· Dispatching and coordinating response to incidents that occur on company premises, or at corporate events, using appropriate communication methods. Responses may be to medical emergencies, burglar, fire, or duress alarms. Operators may be required to liaison with law enforcement, fire, or other public safety organizations related to emergencies at or near company property.

· Review, analyze and escalate open-source and subscription-based intelligence to help mitigate and report global threats to company property, employees, and stakeholders.

· Document, assess, and escalate instances of possible threats in the workplace.

· The GSOC Specialist will support the travel security program through monitoring of associate travel and be prepared to account for them during events of concern or elevated risk.

· Reporting out of the ordinary or abnormal conditions to the company’s security personnel, management, employees, suppliers, and facilities organization.

· Partnering with internal security, facilities and real estate, enterprise resiliency and business continuity teams during business impacting incidents or events.

· Receiving, evaluating, and disseminating incoming information and reports from company security personnel, security officers in the field, and company employees, suppliers, reporting parties, and local agencies.

· Develop concise, fact-based incident reports for distribution to various Fidelity stakeholders.

· Assisting in the coordination of service requests for afterhours access to Fidelity offices.

The Expertise and Skills You Bring

· 3 plus years of full-time experience in a security function, preferably in an operations or control center setting.

· Bachelor’s Degree preferred.

· Computer proficiency with Microsoft Office suite of products.

· Demonstrated proficiency in the use of Alarm Monitoring, Access Control, Video Management, and Crisis Communication technology.

· Ability to work in a flexible scheduling environment (rotating shifts, nights, weekends, and holidays).

· Experience collecting, analyzing, and disseminating open source or subscription-based intelligence is preferred.

· Providing excellent customer service in a high call volume setting.

· Ability to work in a fast-paced organization; coordinate and manage multiple tasks with limited supervision

· Must be able to communicate effectively with all levels of the organization.

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 role.

The Role

Fidelity Capital Markets (FCM) is seeking a product associate to help support the Fixed Income Product Team’s digital fixed income trading experience! The role is foundational in a career defining the features, functions, and capabilities of our electronic offering. The purpose of the role will be to monitor trading systems, manage product and production incidents, perform remediation analysis, and represent the product team in resolving incidents. The group is looking for someone who has familiarity with fixed income trading, trade processing, and brokerage systems. Additionally, this person will work closely with internal business partners, product management, technology, and operations staff to decompose, analyze, and improve existing trading processes.

The Expertise and Skills You Bring

• Bachelor’s degree required, preferably in Business, Engineering, Computer Science, Mathematics, or another relevant quantitative field
• 2-5 years of professional experience in product development, infrastructure technology, fixed income trading, operations, or risk management/systems
• Meticulous with a spirit of agency and ownership when addressing anything that poses a risk to our customers or our business
• Experience collaborating with business partners such as Tech/ Sales & Trading/ Legal/Risk/Compliance
• Strong communication skills
• Exceptional analytical and problem-solving skills
• Knowledge of, interest in, and enthusiasm for supporting Fidelity Capital Markets’ fixed income brokerage offering
• Series 7 and Series 63 (or must be obtained within 120 days of hire)

The Value You Deliver

Proactively identify and resolve high-impact production enhancements across the Fixed Income Product team’s stack

• Serve as day and afternoon point of contact for all fixed income production issues. Represent the Fixed Income Product Team and proactively engage associated partners when necessary.
• Understand high-level technical components and workflows associated with all Fixed Income products
• Work alongside product owners to bring awareness to product issues, and prioritize any fixes by assessing business impact
• Work with development, QA, and product teams to scope, prioritize and manage delivery of essential improvements
• Manage backlog of tasks and enhancements with Fidelity development team(s) to assess progress and represent business interests

Refine & enhance processes for managing production issues across all Fixed Income trading applications and products

• Work with product owners, technology, and business partners to create a resilient technology risk mitigation plan
• Represent Fixed Income Product on all fixed income production issues, and proactively involve associated stakeholders when needed
• Organize production issue resolution meetings and after-action reviews (AARs) with associated stakeholders and executives

Conduct production and product impact analysis

• Create tables and/or perform queries in a timely manner when data is needed to assess product or production impact(s)
• Possess sharp decision-making skills and consider the impact to Product & FCM (e.g., when representing Product on prod issue calls, meetings, etc.)

Support the end-to-end product vision & implementation

• Assist QA teams & product owners in performing UAT testing for trading-related workflows
• Proactively monitor daily electronic connectivity and trading activity

The Team

The Fixed Income Product Solutions team partners with the broader Fidelity Capital Markets Fixed Income organization to build electronic brokerage capabilities and implement data science initiatives to better serve our customers and drive our business forward. We regularly partner with the data science organization, technology teams, trading, sales, and other product organizations to build Fixed Income solutions that serve both Retail and Institutional 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:

Senior Data Engineer

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

The Role:

At Fidelity, we love to use data to create incredible personalized customer experiences and develop solutions that help our customers live the lives they want. As part of our organization’s digital transformation, we have made significant investments in our innovative data capabilities to support our customer obsessed culture. We are seeking an expert Senior Data Engineer with a strong database background and passion for understanding and improving on our data to deliver outstanding customer experiences. You will be working in a collaborative team environment where you will have a wealth of opportunities to develop, innovate, advocate for how our software and data is best used, and improve our delivery. This is a fast-paced team that is passionate about designing, implementing, and maintaining a wide variety of processes, platforms, and products for our clients.

The Expertise and Skills You Bring:

• 5+ years in Technology with 3 years in developing and deploying data solutions
• Excellent written and verbal communication skills including experience writing documentation
• Excellent collaboration skills to work with multiple teams in the organization
• Ability to deal with ambiguity and work in fast paced environment
• Self-organized and capable of managing priorities and delivering project outcomes independently with minimal oversight
• Systems analysis background with an emphasis on legacy process decomposition and debugging/tuning/refactoring and migrations.
• Solid understanding of data analysis concepts and associated tools such as SQL, Python, Stored Procedure, etc.
• Experience building, maintaining, and tuning stored procedures, complex SQL queries.
• QA / Testing – must be highly proficient in QA and testing methodologies/concepts with a demonstratable level of expertise
• Comfortable working within an Agile framework
• Extensive experience with SQL required; knowledge of MySQL, SQLMI, Snowflake preferred
• Hands-on experience with ETL, ELT preferably on informatica for legacy applications; SnapLogic, Azure functions is a plus
• Experience with Python for building ELT pipelines or other scripting languages.
• A passion to design and implement single and multi-tenant data solutions using various database design and data modelling techniques.
• Experience with CICD toolset such as Jenkins, Jenkinscore, Udeploy, Git, GitHub.

Any combination of the following is a plus:

• Hands-on experience with either Azure or AWS cloud concepts and fundamentals
• Experience building scalable and robust data solutions for websites using a range of technologies
• Business Intelligence development experience with tools such as Tableau, PowerBI, etc.
• Development using DevAssist tools

The Team:

Fidelity Workplace Consulting (FWC) is composed of over 400 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication, and delivery. We are reinventing the consulting experience for our clients through our dedication to responsiveness, expertise, and accuracy. While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes. The Digital Solutions team is a shared service within FWC, made up of individuals who lend their skills and expertise towards the implementation, launch and ongoing maintenance of benefits-related microsites, tools, and other online solutions. For more information, please visit this link: https://www.fidelityworkplace.com/s/workplaceconsulting

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 Product Analyst is a key member of the Stock Plan Services (SPS) Customer Solutions organization, responsible for partnering with Product Leaders, Stakeholders, Technology teams, Operations, and Compliance partners to define, analyze, and deliver business solutions that support SPS products and services.

The Product Analyst is responsible for identifying business needs, defining solution requirements, and ensuring successful delivery of key initiatives. This role leads discovery and requirements-gathering efforts, translating complex business challenges into actionable solutions while balancing operational, regulatory, and customer considerations. Working across business and technology teams, the analyst drives alignment, and ensures partner needs are accurately represented throughout the project lifecycle. The role also supports solution validation, process improvement, change readiness, and continuous enhancement efforts to deliver scalable and organizational results.

• Lead analysis activities, including crafting detailed requirements, documentation, business impact assessments, and future-state solution design.
• Build strong partnerships across business, operations, technology, and compliance teams to facilitate collaboration, stakeholder alignment, and effective decision-making.
• Support solution delivery through requirements testing, business acceptance validation, implementation readiness, and post-deployment support.

The Expertise and Skills You Bring

The ideal candidate brings experience in business analysis, process improvement, and solution delivery within financial services, equity compensation, or related industries. They possess strong analytical and problem-solving capabilities, demonstrating skill in evaluating complex business situations and developing practical, scalable solutions. Success in this role requires excellent communication and leadership skills, enabling effective collaboration across both business and technical teams. The individual demonstrates strong ownership, adaptability, attention to detail, and the ability to prioritize while maintaining a focus on quality and business outcomes.

• Proven experience gathering, documenting, managing, and validating complex business and functional requirements.
• Strong analytical, critical thinking, process analysis, and problem-solving skills with experience supporting business transformation and solution implementation.
• Excellent communication, facilitation, negotiation, and partner management capabilities with a proven track record to influence across cross-functional teams.

The Team

Stock Plan Services (SPS) provides comprehensive administration and support for corporate equity compensation programs, including stock options, restricted stock awards, employee stock purchase plans (ESPP), stock appreciation rights, and performance-based equity awards. SPS partners with clients to deliver innovative solutions that enhance participant experiences, streamline administration, and support business growth while maintaining the highest standards of regulatory compliance and operational 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

The Expertise You Bring

Bachelor’s or Master’s degree in computer science or a related technology discipline

· 7 plus years of software development experience on business critical, enterprise-wide applications

· Strong knowledge of .NET coding practices for mid-tier applications that perform business logic and calculations. Note: This role is not for UI/Front end developers.

· Knowledge building Java APIs is a plus.

· Expertise in building scalable, server-side enterprise applications, domain logic intensive RESTful APIs

· Experience leading and mentoring a team of developers

· Experience with re-platforming large applications

· Expertise in designing, developing and maintaining high-volume transactional systems

· Experience in developing cloud neutral applications in AWS and Azure

· Ability to debug through legacy systems and capture current state to aid with modernization

· Actively participates in and contributes to formal reviews of architecture, design and code

· Experience with Mainframe applications

· Publishes clear, concise and thorough design documentation

· Provides support for software releases into production environments

· Fosters teamwork and collaboration across global development teams, business and systems partners.

· Experience building technology solutions in the financial services industry is preferred.

· Experience with Agile and Scrum Methodologies is preferred.

The Value You Deliver

· Designing and developing RESTful APIs in .NET and JAVA Stack

· Experience in design patterns and principles such as OO, DD, SOA, Microservices etc.

· Experience developing skills in Java, Spring MVC, Spring Core, Spring Boot is a plus

· Experience developing software utilizing OOA, OOD, and OOP principles and design patterns

· Experience developing software utilizing relational databases (Oracle, SQL Server or Sybase)

· Experience developing software applications with Popular IDEs (Eclipse/IntelliJ)

· CICD experience using Azure DevOps and Jenkins.

· An understanding of Micro-services Architecture and domain driven design patterns

· Developing and deploying 12-factor, containerized (Docker, Kubernetes) APIs to AWS/Azure

· Collaboration with producer and consumer teams to implement end-to-end solutions

· Experience developing software utilizing relational databases

· Experience with Test automation for unit, functional and non-functional testing (SOATEST, SOASTA, Cucumber)

· Aptitude to discover/document implementations from legacy systems, C++, Java. .NET, as part of re- platform.

· Knowledge evolving trends in AI and dev assist tooling

· Strong analytical and problem-solving skills; Strong organizational skills; Effective written and verbal communication skills

· Team player and collaborator

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 Capital Markets (FCM) is seeking a Product Manager to support the Fixed Income Product team’s digital trading experience. As a Product Manager, you will serve as a business lead and product owner to prioritize, define, and implement product initiatives applying product development principals alongside a technical team. The group is looking for someone who has experience with financial markets, brokerage operations, or high-level product design. The role offers the opportunity to absorb and synthesize information, hone problem-solving skills, and improve processes using an innovative product perspective.

Your contributions will help create, modernize, and support fixed income trading capabilities in an evolving market landscape. You will drive continuous improvement and timely delivery of solutions to ensure that our fixed income product offerings continue to serve our clients.

The Expertise and Skills You Bring

• Bachelor’s degree required, preferably in Business, Engineering, Computer Science, Mathematics, or other relevant quantitative fields
• 2-5 years of successful professional experience in the financial services industry, with a focus on one or more of the following: product development, financial markets, brokerage operations, systems analysis, or data analytics
• Experience with trading infrastructure & connectivity; FIX is a plus
• Critical thinker, analyzing relevant data to draw conclusions, troubleshoot problems and make appropriate decisions
• Standout colleague, collaborating across diverse business partners such as Technology, Sales & Trading, Legal/Risk/Compliance
• Detail oriented, with a sense of ownership when addressing anything that poses a risk to our customers or our business
• Effective communicator, fostering positive relationships through stakeholder engagement and timely responsiveness
• Ability to balance multiple priorities simultaneously
• Curious and self-motivated to learn, connecting the dots across projects and products
• Series 7 and Series 63 (or must be obtained within 120 days of hire)

The Team

The Fixed Income Product Solutions team partners with the broader Fidelity Capital Markets Fixed Income organization to build electronic brokerage capabilities and implement data science initiatives to better serve our customers and drive our business forward. We regularly partner with the data science organization, technology teams, trading, sales, and other product organizations to build Fixed Income solutions that serve both Retail and Institutional 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

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:

Sr. Manager, Regulatory Governance

Note: Fidelity is not providing immigration sponsorship for this position

The Role

The Senior Manager, Regulatory Governance in Fidelity Digital Assets® will be heavily involved in the process of continuing to build out the foundation of our Fidelity Digital Assets® Services regulatory reporting capabilities and will be asked to seek out and drive new projects that add value to the business.

The Expertise and Skills You Bring

Fidelity Digital Assets® is an exciting business unit that is focused on bringing emerging concepts to life in the digital asset arena and delivering those solutions to Fidelity clients and prospects. It is the first step towards a long-term vision to create a full-service enterprise-grade platform for storing, trading, and servicing eligible digital assets.

• Staying up to date in regulatory requirements.
• Develop and implement new product design requirements in alignment with regulatory needs.
• Development of data analytics and reporting to support required submission and more advanced analytics.
• Partner across the business to determine programmatic approach to addressing new regulatory requirements.
• A Bachelor’s degree in Finance, Accounting, Economics, or equivalent.
• 7 plus years of financial planning, accounting or program management experience.
• Demonstrated track record of successfully managing large, complex programs.
• Intellectual curiosity and familiarity with digital assets, including Bitcoin and Ethereum.
• Excellent written and verbal communications skills, including the ability to communicate effectively with Finance and business partners at varying levels of the organization.
• Strong collaboration skills and demonstrated ability to work effectively with business partners to deliver outcomes.
• Timely and successful delivery of regulatory required submissions
• Ability to lead decision-making, issue resolution, managing risks, and building consensus among the team members and dependent teams.

The Team

This role sits within the Fidelity Digital Assets® Brokerage Finance organization, which supports the financial stewardship, scalability, and regulatory soundness of Fidelity’s digital asset platform and products.

Fidelity Digital Assets® is a subsidiary of Fidelity Investments dedicated to building products and services that enable institutional and retail investors to access digital asset markets. Since beginning its blockchain and digital assets research in 2014, Fidelity has developed deep technical and operational expertise through years of hands-on experimentation and innovation. FDA continues to build the future of finance by delivering secure, scalable, institutionally-focused solutions grounded in Fidelity’s enduring commitment to trust, innovation, and long-term value.

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 Vice President, Head of Associate IT

Position Summary

Reporting Relationship: The SVP, Head of Associate IT reports to the CIO, Enterprise Infrastructure and Operations. The Head of Associate IT—also described as the Head of Associate Technology and Experience—defines and executes the strategy, delivery, support, and ongoing evolution of the technology services that help Fidelity associates stay productive, secure, and connected from anywhere. This role leads a global organization of approximately 600 associates and contractors across the United States, India, and Ireland and is responsible for the technology experience of more than 80,000 associates worldwide.

This executive oversees a blended organization consisting of both engineering/product teams and frontline technology support organizations that collectively provide end-user computing, collaboration, communications, workplace technology, service desk operations, field support, executive and other white glove support, and technology lifecycle management services.

The role is accountable for driving technology modernization, workforce productivity, operational excellence, cybersecurity improvements, workplace transformation initiatives, and AI-enabled associate experiences.

Organization Scope

Global Support Organization

The support organizations provide onsite and remote technology support services across Fidelity's global footprint, including:

• 11 major Fidelity campuses across the United States
• 2 campuses in Ireland
• 3 campuses in India
• More than 200 Investor Centers (retail branches) throughout the United States

Support organizations include:

• Service Desk
• Field Support
• High Touch Services
• Executive Support
• Technology Logistics and Deployment Services

These teams provide in-person, virtual, and executive technology support while serving as the primary point of contact for associate technology needs.

Product and Engineering Organization

The product and engineering organizations are responsible for the strategy, engineering, operations, and lifecycle management of Fidelity's associate technology platforms.

Core engineering organizations include:

• Desktop Platform Engineering
• Voice and Video Engineering
• Collaboration and Productivity Engineering

These teams are primarily based in:

• Durham (Research Triangle Park), North Carolina
• Bangalore, India

The engineering teams partner closely with enterprise architecture, cybersecurity, infrastructure, and business stakeholders to design and deliver modern workplace technology solutions.

Key Responsibilities

Strategic Leadership

• Define and execute the multi-year vision and strategy for associate technology services.
• Drive technology investments that improve workforce productivity, security, and user experience.
• Align workplace technology strategies with enterprise business objectives.
• Lead large-scale transformation initiatives across associate technology platforms and support organizations.

Associate Experience Leadership

• Own Fidelity's end-to-end associate technology experience.
• Ensure a seamless and productive experience for associates working onsite, remotely, or in hybrid roles.
• Continuously improve technology satisfaction, adoption, and productivity outcomes.
• Serve as executive advocate for associate technology needs across the enterprise.

Product and Engineering Leadership

Provide strategic leadership for:

• Desktop and endpoint platforms
• Windows and macOS ecosystems
• Virtual desktop and remote access technologies
• Collaboration and productivity platforms
• Video conferencing and unified communications
• Mobile device technologies
• End-user support tooling
• AI-enabled workplace technologies
• Ensure platforms remain secure, scalable, reliable, and aligned with evolving business requirements.

Global Technology Support Leadership

Lead global support organizations responsible for:

• Service Desk operations
• Onsite campus support
• Investor Center technology support
• Executive support services
• Managed event and conference services

Drive:

• Operational excellence
• Automation and self-service capabilities
• Improved first-contact resolution
• Reduced incident volumes
• Continuous improvement across support functions

Strategic Transformation Priorities

AI-Powered Associate Experience

• Define and execute the GenAI strategy for associate-facing technology.
• Drive enterprise adoption of Microsoft Copilot, Cowork, and similar AI-enabled productivity platforms.
• Leverage AI capabilities to improve associate productivity, support automation, knowledge management, and technology operations.

Zero Trust Remote Access Modernization

• Lead the migration from traditional VPN technologies toward Zero Trust Network Access (ZTNA) solutions.
• Improve security, user experience, and access management while simplifying remote connectivity.

Workplace Technology and Onsite Working Readiness

• Ensure Fidelity campuses, conference rooms, and collaboration environments are prepared to support increased onsite associate presence.
• Partner with Corporate Real Estate and business leaders on workplace transformation initiatives.
• Deliver seamless technology experiences across office locations, meeting spaces, and collaboration environments.

Endpoint Modernization

• Reduce dependence on traditional Windows-centric desktop strategies.
• Expand macOS adoption through lifecycle replacement programs and new hire technology choice initiatives.
• Simplify endpoint management and improve associate flexibility through platform modernization.

Cybersecurity Enhancement

• Strengthen associate technology security controls and operational practices.
• Leverage supplier intelligence, vulnerability scanning platforms, and AI-assisted analysis to proactively identify and remediate security risks.
• Partner closely with enterprise cybersecurity organizations to improve overall technology resilience.

Service Optimization and Operational Efficiency

• Advance self-service, automation, virtual agents, and AI-enabled support capabilities.
• Reduce support demand through proactive issue prevention and improved technology experiences.
• Improve efficiency and effectiveness across Service Desk, Field Support, and High Touch Services organizations.

Executive Leadership Expectations

The successful candidate will:

• Lead through influence across business and technology organizations.
• Build and develop a strong global leadership team.
• Drive organizational change and transformation at scale.
• Balance associate experience, operational excellence, innovation, cybersecurity, and financial stewardship.
• Develop succession pipelines and leadership capabilities across global teams.
• Operate effectively in a highly matrixed environment with executive-level stakeholders.

Success Measures

• Associate satisfaction and productivity outcomes
• Technology platform availability and reliability
• Service Desk and Field Support efficiency improvements
• AI adoption and value realization
• Endpoint modernization progress
• Security posture and vulnerability remediation performance
• Successful delivery of strategic transformation initiatives
• Talent development and leadership effectiveness
• Budget performance and cost optimization
• Stakeholder satisfaction and executive confidence

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 Vice President, Head of Associate IT

Position Summary

Reporting Relationship: The SVP, Head of Associate IT reports to the CIO, Enterprise Infrastructure and Operations. The Head of Associate IT—also described as the Head of Associate Technology and Experience—defines and executes the strategy, delivery, support, and ongoing evolution of the technology services that help Fidelity associates stay productive, secure, and connected from anywhere. This role leads a global organization of approximately 600 associates and contractors across the United States, India, and Ireland and is responsible for the technology experience of more than 80,000 associates worldwide.

This executive oversees a blended organization consisting of both engineering/product teams and frontline technology support organizations that collectively provide end-user computing, collaboration, communications, workplace technology, service desk operations, field support, executive and other white glove support, and technology lifecycle management services.

The role is accountable for driving technology modernization, workforce productivity, operational excellence, cybersecurity improvements, workplace transformation initiatives, and AI-enabled associate experiences.

Organization Scope

Global Support Organization

The support organizations provide onsite and remote technology support services across Fidelity's global footprint, including:

• 11 major Fidelity campuses across the United States
• 2 campuses in Ireland
• 3 campuses in India
• More than 200 Investor Centers (retail branches) throughout the United States

Support organizations include:

• Service Desk
• Field Support
• High Touch Services
• Executive Support
• Technology Logistics and Deployment Services

These teams provide in-person, virtual, and executive technology support while serving as the primary point of contact for associate technology needs.

Product and Engineering Organization

The product and engineering organizations are responsible for the strategy, engineering, operations, and lifecycle management of Fidelity's associate technology platforms.

Core engineering organizations include:

• Desktop Platform Engineering
• Voice and Video Engineering
• Collaboration and Productivity Engineering

These teams are primarily based in:

• Durham (Research Triangle Park), North Carolina
• Bangalore, India

The engineering teams partner closely with enterprise architecture, cybersecurity, infrastructure, and business stakeholders to design and deliver modern workplace technology solutions.

Key Responsibilities

Strategic Leadership

• Define and execute the multi-year vision and strategy for associate technology services.
• Drive technology investments that improve workforce productivity, security, and user experience.
• Align workplace technology strategies with enterprise business objectives.
• Lead large-scale transformation initiatives across associate technology platforms and support organizations.

Associate Experience Leadership

• Own Fidelity's end-to-end associate technology experience.
• Ensure a seamless and productive experience for associates working onsite, remotely, or in hybrid roles.
• Continuously improve technology satisfaction, adoption, and productivity outcomes.
• Serve as executive advocate for associate technology needs across the enterprise.

Product and Engineering Leadership

Provide strategic leadership for:

• Desktop and endpoint platforms
• Windows and macOS ecosystems
• Virtual desktop and remote access technologies
• Collaboration and productivity platforms
• Video conferencing and unified communications
• Mobile device technologies
• End-user support tooling
• AI-enabled workplace technologies
• Ensure platforms remain secure, scalable, reliable, and aligned with evolving business requirements.

Global Technology Support Leadership

Lead global support organizations responsible for:

• Service Desk operations
• Onsite campus support
• Investor Center technology support
• Executive support services
• Managed event and conference services

Drive:

• Operational excellence
• Automation and self-service capabilities
• Improved first-contact resolution
• Reduced incident volumes
• Continuous improvement across support functions

Strategic Transformation Priorities

AI-Powered Associate Experience

• Define and execute the GenAI strategy for associate-facing technology.
• Drive enterprise adoption of Microsoft Copilot, Cowork, and similar AI-enabled productivity platforms.
• Leverage AI capabilities to improve associate productivity, support automation, knowledge management, and technology operations.

Zero Trust Remote Access Modernization

• Lead the migration from traditional VPN technologies toward Zero Trust Network Access (ZTNA) solutions.
• Improve security, user experience, and access management while simplifying remote connectivity.

Workplace Technology and Onsite Working Readiness

• Ensure Fidelity campuses, conference rooms, and collaboration environments are prepared to support increased onsite associate presence.
• Partner with Corporate Real Estate and business leaders on workplace transformation initiatives.
• Deliver seamless technology experiences across office locations, meeting spaces, and collaboration environments.

Endpoint Modernization

• Reduce dependence on traditional Windows-centric desktop strategies.
• Expand macOS adoption through lifecycle replacement programs and new hire technology choice initiatives.
• Simplify endpoint management and improve associate flexibility through platform modernization.

Cybersecurity Enhancement

• Strengthen associate technology security controls and operational practices.
• Leverage supplier intelligence, vulnerability scanning platforms, and AI-assisted analysis to proactively identify and remediate security risks.
• Partner closely with enterprise cybersecurity organizations to improve overall technology resilience.

Service Optimization and Operational Efficiency

• Advance self-service, automation, virtual agents, and AI-enabled support capabilities.
• Reduce support demand through proactive issue prevention and improved technology experiences.
• Improve efficiency and effectiveness across Service Desk, Field Support, and High Touch Services organizations.

Executive Leadership Expectations

The successful candidate will:

• Lead through influence across business and technology organizations.
• Build and develop a strong global leadership team.
• Drive organizational change and transformation at scale.
• Balance associate experience, operational excellence, innovation, cybersecurity, and financial stewardship.
• Develop succession pipelines and leadership capabilities across global teams.
• Operate effectively in a highly matrixed environment with executive-level stakeholders.

Success Measures

• Associate satisfaction and productivity outcomes
• Technology platform availability and reliability
• Service Desk and Field Support efficiency improvements
• AI adoption and value realization
• Endpoint modernization progress
• Security posture and vulnerability remediation performance
• Successful delivery of strategic transformation initiatives
• Talent development and leadership effectiveness
• Budget performance and cost optimization
• Stakeholder satisfaction and executive confidence

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) is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. In this role, you will leverage your planning expertise and relationship management skills to co-create comprehensive wealth planning solutions tailored to executive clients’ needs. This includes planning needs such as college planning, savings goals and early retirement planning.

You will partner with VP Executive Planning Consultants within a wealth management team to support executives’ advanced planning needs and be an integral part of a cross-company team consisting of Managing Director(s), Benefits Planning Consultants, Benefits Relationship Managers and other executive services associates. Your understanding of the financial planning process and the needs of highly compensated executives are prime attributes as you deepen relationships and help engage new executives.

The Expertise and Skills You Bring

• Series 7 and 66 licenses required

• Insurance license required or ability to obtain within 6 months of hire

• Bachelor’s degree or equivalent experience preferred

• CFP (Certified Financial Planner) designation encouraged

• CEP (Certified Equity Professional) designation encouraged

• Experience working with executives and employee benefit plans

• Demonstrated ability to understand clients’ unique financial situations and recommend appropriate solutions

• Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning

• Ability to assist clients while successfully incorporating Fidelity’s planning, guidance and service technology, and the financial planning knowledge and complex regulatory obligations imposed by required licenses

• Excellent written, verbal, and interpersonal communication skills

• Exceptional presentation skills in both one-on-one and group settings

• Strategic thinking with the ability to influence executive decision-making

• Effective practice management and execution skills

• Ability to thoughtfully introduce executives to range of investment strategies while identifying opportunities to consolidate additional assets

• Committed to delivering an outstanding customer experience with a passion for seeing others thrive

• Your expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning

• Coachable, collaborative, and curious are your "go-to" attributes

• Effectively engage executives through personal interactions, reflecting your interpersonal communication and relationship building skills

• Incorporating the executive’s benefits and unique plan provisions into the planning process to deepen the relationship and grow the business

• Meeting the immediate and future needs of executives by providing and demonstrating solid financial planning skills, a deep understanding of Fidelity’s products, while supporting the executive with client centered advice and guidance

• Developing an understanding of a company’s corporate culture and executive needs that make them aware of how benefit changes could impact their financial well-being

• Travel up to 25% as needed

The Team

As an integral member of a collaborative team, that includes Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals, you will help deliver a seamless client experience. You will also partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs requiring advanced wealth management strategies.

The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Investor Services 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 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’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) is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. In this role, you will leverage your planning expertise and relationship management skills to co-create comprehensive wealth planning solutions tailored to executive clients’ needs. This includes planning needs such as college planning, savings goals and early retirement planning.

You will partner with VP Executive Planning Consultants within a wealth management team to support executives’ advanced planning needs and be an integral part of a cross-company team consisting of Managing Director(s), Benefits Planning Consultants, Benefits Relationship Managers and other executive services associates. Your understanding of the financial planning process and the needs of highly compensated executives are prime attributes as you deepen relationships and help engage new executives.

The Expertise and Skills You Bring

• Series 7 and 66 licenses required

• Insurance license required or ability to obtain within 6 months of hire

• Bachelor’s degree or equivalent experience preferred

• CFP (Certified Financial Planner) designation encouraged

• CEP (Certified Equity Professional) designation encouraged

• Experience working with executives and employee benefit plans

• Demonstrated ability to understand clients’ unique financial situations and recommend appropriate solutions

• Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning

• Ability to assist clients while successfully incorporating Fidelity’s planning, guidance and service technology, and the financial planning knowledge and complex regulatory obligations imposed by required licenses

• Excellent written, verbal, and interpersonal communication skills

• Exceptional presentation skills in both one-on-one and group settings

• Strategic thinking with the ability to influence executive decision-making

• Effective practice management and execution skills

• Ability to thoughtfully introduce executives to range of investment strategies while identifying opportunities to consolidate additional assets

• Committed to delivering an outstanding customer experience with a passion for seeing others thrive

• Your expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning

• Coachable, collaborative, and curious are your "go-to" attributes

• Effectively engage executives through personal interactions, reflecting your interpersonal communication and relationship building skills

• Incorporating the executive’s benefits and unique plan provisions into the planning process to deepen the relationship and grow the business

• Meeting the immediate and future needs of executives by providing and demonstrating solid financial planning skills, a deep understanding of Fidelity’s products, while supporting the executive with client centered advice and guidance

• Developing an understanding of a company’s corporate culture and executive needs that make them aware of how benefit changes could impact their financial well-being

• Travel up to 25% as needed

The Team

As an integral member of a collaborative team, that includes Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals, you will help deliver a seamless client experience. You will also partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs requiring advanced wealth management strategies.

The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Investor Services 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 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’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) is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. In this role, you will leverage your planning expertise and relationship management skills to co-create comprehensive wealth planning solutions tailored to executive clients’ needs. This includes planning needs such as college planning, savings goals and early retirement planning.

You will partner with VP Executive Planning Consultants within a wealth management team to support executives’ advanced planning needs and be an integral part of a cross-company team consisting of Managing Director(s), Benefits Planning Consultants, Benefits Relationship Managers and other executive services associates. Your understanding of the financial planning process and the needs of highly compensated executives are prime attributes as you deepen relationships and help engage new executives.

The Expertise and Skills You Bring

• Series 7 and 66 licenses required

• Insurance license required or ability to obtain within 6 months of hire

• Bachelor’s degree or equivalent experience preferred

• CFP (Certified Financial Planner) designation encouraged

• CEP (Certified Equity Professional) designation encouraged

• Experience working with executives and employee benefit plans

• Demonstrated ability to understand clients’ unique financial situations and recommend appropriate solutions

• Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning

• Ability to assist clients while successfully incorporating Fidelity’s planning, guidance and service technology, and the financial planning knowledge and complex regulatory obligations imposed by required licenses

• Excellent written, verbal, and interpersonal communication skills

• Exceptional presentation skills in both one-on-one and group settings

• Strategic thinking with the ability to influence executive decision-making

• Effective practice management and execution skills

• Ability to thoughtfully introduce executives to range of investment strategies while identifying opportunities to consolidate additional assets

• Committed to delivering an outstanding customer experience with a passion for seeing others thrive

• Your expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning

• Coachable, collaborative, and curious are your "go-to" attributes

• Effectively engage executives through personal interactions, reflecting your interpersonal communication and relationship building skills

• Incorporating the executive’s benefits and unique plan provisions into the planning process to deepen the relationship and grow the business

• Meeting the immediate and future needs of executives by providing and demonstrating solid financial planning skills, a deep understanding of Fidelity’s products, while supporting the executive with client centered advice and guidance

• Developing an understanding of a company’s corporate culture and executive needs that make them aware of how benefit changes could impact their financial well-being

• Travel up to 25% as needed

The Team

As an integral member of a collaborative team, that includes Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals, you will help deliver a seamless client experience. You will also partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs requiring advanced wealth management strategies.

The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Investor Services 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 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’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) is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. In this role, you will leverage your planning expertise and relationship management skills to co-create comprehensive wealth planning solutions tailored to executive clients’ needs. This includes planning needs such as college planning, savings goals and early retirement planning.

You will partner with VP Executive Planning Consultants within a wealth management team to support executives’ advanced planning needs and be an integral part of a cross-company team consisting of Managing Director(s), Benefits Planning Consultants, Benefits Relationship Managers and other executive services associates. Your understanding of the financial planning process and the needs of highly compensated executives are prime attributes as you deepen relationships and help engage new executives.

The Expertise and Skills You Bring

• Series 7 and 66 licenses required

• Insurance license required or ability to obtain within 6 months of hire

• Bachelor’s degree or equivalent experience preferred

• CFP (Certified Financial Planner) designation encouraged

• CEP (Certified Equity Professional) designation encouraged

• Experience working with executives and employee benefit plans

• Demonstrated ability to understand clients’ unique financial situations and recommend appropriate solutions

• Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning

• Ability to assist clients while successfully incorporating Fidelity’s planning, guidance and service technology, and the financial planning knowledge and complex regulatory obligations imposed by required licenses

• Excellent written, verbal, and interpersonal communication skills

• Exceptional presentation skills in both one-on-one and group settings

• Strategic thinking with the ability to influence executive decision-making

• Effective practice management and execution skills

• Ability to thoughtfully introduce executives to range of investment strategies while identifying opportunities to consolidate additional assets

• Committed to delivering an outstanding customer experience with a passion for seeing others thrive

• Your expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning

• Coachable, collaborative, and curious are your "go-to" attributes

• Effectively engage executives through personal interactions, reflecting your interpersonal communication and relationship building skills

• Incorporating the executive’s benefits and unique plan provisions into the planning process to deepen the relationship and grow the business

• Meeting the immediate and future needs of executives by providing and demonstrating solid financial planning skills, a deep understanding of Fidelity’s products, while supporting the executive with client centered advice and guidance

• Developing an understanding of a company’s corporate culture and executive needs that make them aware of how benefit changes could impact their financial well-being

• Travel up to 25% as needed

The Team

As an integral member of a collaborative team, that includes Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals, you will help deliver a seamless client experience. You will also partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs requiring advanced wealth management strategies.

The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Investor Services 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 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’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) is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. In this role, you will leverage your planning expertise and relationship management skills to co-create comprehensive wealth planning solutions tailored to executive clients’ needs. This includes planning needs such as college planning, savings goals and early retirement planning.

You will partner with VP Executive Planning Consultants within a wealth management team to support executives’ advanced planning needs and be an integral part of a cross-company team consisting of Managing Director(s), Benefits Planning Consultants, Benefits Relationship Managers and other executive services associates. Your understanding of the financial planning process and the needs of highly compensated executives are prime attributes as you deepen relationships and help engage new executives.

The Expertise and Skills You Bring

• Series 7 and 66 licenses required

• Insurance license required or ability to obtain within 6 months of hire

• Bachelor’s degree or equivalent experience preferred

• CFP (Certified Financial Planner) designation encouraged

• CEP (Certified Equity Professional) designation encouraged

• Experience working with executives and employee benefit plans

• Demonstrated ability to understand clients’ unique financial situations and recommend appropriate solutions

• Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning

• Ability to assist clients while successfully incorporating Fidelity’s planning, guidance and service technology, and the financial planning knowledge and complex regulatory obligations imposed by required licenses

• Excellent written, verbal, and interpersonal communication skills

• Exceptional presentation skills in both one-on-one and group settings

• Strategic thinking with the ability to influence executive decision-making

• Effective practice management and execution skills

• Ability to thoughtfully introduce executives to range of investment strategies while identifying opportunities to consolidate additional assets

• Committed to delivering an outstanding customer experience with a passion for seeing others thrive

• Your expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning

• Coachable, collaborative, and curious are your "go-to" attributes

• Effectively engage executives through personal interactions, reflecting your interpersonal communication and relationship building skills

• Incorporating the executive’s benefits and unique plan provisions into the planning process to deepen the relationship and grow the business

• Meeting the immediate and future needs of executives by providing and demonstrating solid financial planning skills, a deep understanding of Fidelity’s products, while supporting the executive with client centered advice and guidance

• Developing an understanding of a company’s corporate culture and executive needs that make them aware of how benefit changes could impact their financial well-being

• Travel up to 25% as needed

The Team

As an integral member of a collaborative team, that includes Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals, you will help deliver a seamless client experience. You will also partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs requiring advanced wealth management strategies.

The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Investor Services 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 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’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) is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. In this role, you will leverage your planning expertise and relationship management skills to co-create comprehensive wealth planning solutions tailored to executive clients’ needs. This includes planning needs such as college planning, savings goals and early retirement planning.

You will partner with VP Executive Planning Consultants within a wealth management team to support executives’ advanced planning needs and be an integral part of a cross-company team consisting of Managing Director(s), Benefits Planning Consultants, Benefits Relationship Managers and other executive services associates. Your understanding of the financial planning process and the needs of highly compensated executives are prime attributes as you deepen relationships and help engage new executives.

The Expertise and Skills You Bring

• Series 7 and 66 licenses required

• Insurance license required or ability to obtain within 6 months of hire

• Bachelor’s degree or equivalent experience preferred

• CFP (Certified Financial Planner) designation encouraged

• CEP (Certified Equity Professional) designation encouraged

• Experience working with executives and employee benefit plans

• Demonstrated ability to understand clients’ unique financial situations and recommend appropriate solutions

• Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning

• Ability to assist clients while successfully incorporating Fidelity’s planning, guidance and service technology, and the financial planning knowledge and complex regulatory obligations imposed by required licenses

• Excellent written, verbal, and interpersonal communication skills

• Exceptional presentation skills in both one-on-one and group settings

• Strategic thinking with the ability to influence executive decision-making

• Effective practice management and execution skills

• Ability to thoughtfully introduce executives to range of investment strategies while identifying opportunities to consolidate additional assets

• Committed to delivering an outstanding customer experience with a passion for seeing others thrive

• Your expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning

• Coachable, collaborative, and curious are your "go-to" attributes

• Effectively engage executives through personal interactions, reflecting your interpersonal communication and relationship building skills

• Incorporating the executive’s benefits and unique plan provisions into the planning process to deepen the relationship and grow the business

• Meeting the immediate and future needs of executives by providing and demonstrating solid financial planning skills, a deep understanding of Fidelity’s products, while supporting the executive with client centered advice and guidance

• Developing an understanding of a company’s corporate culture and executive needs that make them aware of how benefit changes could impact their financial well-being

• Travel up to 25% as needed

The Team

As an integral member of a collaborative team, that includes Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals, you will help deliver a seamless client experience. You will also partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs requiring advanced wealth management strategies.

The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Investor Services 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 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’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) is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. In this role, you will leverage your planning expertise and relationship management skills to co-create comprehensive wealth planning solutions tailored to executive clients’ needs. This includes planning needs such as college planning, savings goals and early retirement planning.

You will partner with VP Executive Planning Consultants within a wealth management team to support executives’ advanced planning needs and be an integral part of a cross-company team consisting of Managing Director(s), Benefits Planning Consultants, Benefits Relationship Managers and other executive services associates. Your understanding of the financial planning process and the needs of highly compensated executives are prime attributes as you deepen relationships and help engage new executives.

The Expertise and Skills You Bring

• Series 7 and 66 licenses required

• Insurance license required or ability to obtain within 6 months of hire

• Bachelor’s degree or equivalent experience preferred

• CFP (Certified Financial Planner) designation encouraged

• CEP (Certified Equity Professional) designation encouraged

• Experience working with executives and employee benefit plans

• Demonstrated ability to understand clients’ unique financial situations and recommend appropriate solutions

• Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning

• Ability to assist clients while successfully incorporating Fidelity’s planning, guidance and service technology, and the financial planning knowledge and complex regulatory obligations imposed by required licenses

• Excellent written, verbal, and interpersonal communication skills

• Exceptional presentation skills in both one-on-one and group settings

• Strategic thinking with the ability to influence executive decision-making

• Effective practice management and execution skills

• Ability to thoughtfully introduce executives to range of investment strategies while identifying opportunities to consolidate additional assets

• Committed to delivering an outstanding customer experience with a passion for seeing others thrive

• Your expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning

• Coachable, collaborative, and curious are your "go-to" attributes

• Effectively engage executives through personal interactions, reflecting your interpersonal communication and relationship building skills

• Incorporating the executive’s benefits and unique plan provisions into the planning process to deepen the relationship and grow the business

• Meeting the immediate and future needs of executives by providing and demonstrating solid financial planning skills, a deep understanding of Fidelity’s products, while supporting the executive with client centered advice and guidance

• Developing an understanding of a company’s corporate culture and executive needs that make them aware of how benefit changes could impact their financial well-being

• Travel up to 25% as needed

The Team

As an integral member of a collaborative team, that includes Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals, you will help deliver a seamless client experience. You will also partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs requiring advanced wealth management strategies.

The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Investor Services 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 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’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) is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. In this role, you will leverage your planning expertise and relationship management skills to co-create comprehensive wealth planning solutions tailored to executive clients’ needs. This includes planning needs such as college planning, savings goals and early retirement planning.

You will partner with VP Executive Planning Consultants within a wealth management team to support executives’ advanced planning needs and be an integral part of a cross-company team consisting of Managing Director(s), Benefits Planning Consultants, Benefits Relationship Managers and other executive services associates. Your understanding of the financial planning process and the needs of highly compensated executives are prime attributes as you deepen relationships and help engage new executives.

The Expertise and Skills You Bring

• Series 7 and 66 licenses required

• Insurance license required or ability to obtain within 6 months of hire

• Bachelor’s degree or equivalent experience preferred

• CFP (Certified Financial Planner) designation encouraged

• CEP (Certified Equity Professional) designation encouraged

• Experience working with executives and employee benefit plans

• Demonstrated ability to understand clients’ unique financial situations and recommend appropriate solutions

• Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning

• Ability to assist clients while successfully incorporating Fidelity’s planning, guidance and service technology, and the financial planning knowledge and complex regulatory obligations imposed by required licenses

• Excellent written, verbal, and interpersonal communication skills

• Exceptional presentation skills in both one-on-one and group settings

• Strategic thinking with the ability to influence executive decision-making

• Effective practice management and execution skills

• Ability to thoughtfully introduce executives to range of investment strategies while identifying opportunities to consolidate additional assets

• Committed to delivering an outstanding customer experience with a passion for seeing others thrive

• Your expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning

• Coachable, collaborative, and curious are your "go-to" attributes

• Effectively engage executives through personal interactions, reflecting your interpersonal communication and relationship building skills

• Incorporating the executive’s benefits and unique plan provisions into the planning process to deepen the relationship and grow the business

• Meeting the immediate and future needs of executives by providing and demonstrating solid financial planning skills, a deep understanding of Fidelity’s products, while supporting the executive with client centered advice and guidance

• Developing an understanding of a company’s corporate culture and executive needs that make them aware of how benefit changes could impact their financial well-being

• Travel up to 25% as needed

The Team

As an integral member of a collaborative team, that includes Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals, you will help deliver a seamless client experience. You will also partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs requiring advanced wealth management strategies.

The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Investor Services 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 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’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) is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. In this role, you will leverage your planning expertise and relationship management skills to co-create comprehensive wealth planning solutions tailored to executive clients’ needs. This includes planning needs such as college planning, savings goals and early retirement planning.

You will partner with VP Executive Planning Consultants within a wealth management team to support executives’ advanced planning needs and be an integral part of a cross-company team consisting of Managing Director(s), Benefits Planning Consultants, Benefits Relationship Managers and other executive services associates. Your understanding of the financial planning process and the needs of highly compensated executives are prime attributes as you deepen relationships and help engage new executives.

The Expertise and Skills You Bring

• Series 7 and 66 licenses required

• Insurance license required or ability to obtain within 6 months of hire

• Bachelor’s degree or equivalent experience preferred

• CFP (Certified Financial Planner) designation encouraged

• CEP (Certified Equity Professional) designation encouraged

• Experience working with executives and employee benefit plans

• Demonstrated ability to understand clients’ unique financial situations and recommend appropriate solutions

• Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning

• Ability to assist clients while successfully incorporating Fidelity’s planning, guidance and service technology, and the financial planning knowledge and complex regulatory obligations imposed by required licenses

• Excellent written, verbal, and interpersonal communication skills

• Exceptional presentation skills in both one-on-one and group settings

• Strategic thinking with the ability to influence executive decision-making

• Effective practice management and execution skills

• Ability to thoughtfully introduce executives to range of investment strategies while identifying opportunities to consolidate additional assets

• Committed to delivering an outstanding customer experience with a passion for seeing others thrive

• Your expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning

• Coachable, collaborative, and curious are your "go-to" attributes

• Effectively engage executives through personal interactions, reflecting your interpersonal communication and relationship building skills

• Incorporating the executive’s benefits and unique plan provisions into the planning process to deepen the relationship and grow the business

• Meeting the immediate and future needs of executives by providing and demonstrating solid financial planning skills, a deep understanding of Fidelity’s products, while supporting the executive with client centered advice and guidance

• Developing an understanding of a company’s corporate culture and executive needs that make them aware of how benefit changes could impact their financial well-being

• Travel up to 25% as needed

The Team

As an integral member of a collaborative team, that includes Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals, you will help deliver a seamless client experience. You will also partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs requiring advanced wealth management strategies.

The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Investor Services 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 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’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) is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. In this role, you will leverage your planning expertise and relationship management skills to co-create comprehensive wealth planning solutions tailored to executive clients’ needs. This includes planning needs such as college planning, savings goals and early retirement planning.

You will partner with VP Executive Planning Consultants within a wealth management team to support executives’ advanced planning needs and be an integral part of a cross-company team consisting of Managing Director(s), Benefits Planning Consultants, Benefits Relationship Managers and other executive services associates. Your understanding of the financial planning process and the needs of highly compensated executives are prime attributes as you deepen relationships and help engage new executives.

The Expertise and Skills You Bring

• Series 7 and 66 licenses required

• Insurance license required or ability to obtain within 6 months of hire

• Bachelor’s degree or equivalent experience preferred

• CFP (Certified Financial Planner) designation encouraged

• CEP (Certified Equity Professional) designation encouraged

• Experience working with executives and employee benefit plans

• Demonstrated ability to understand clients’ unique financial situations and recommend appropriate solutions

• Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning

• Ability to assist clients while successfully incorporating Fidelity’s planning, guidance and service technology, and the financial planning knowledge and complex regulatory obligations imposed by required licenses

• Excellent written, verbal, and interpersonal communication skills

• Exceptional presentation skills in both one-on-one and group settings

• Strategic thinking with the ability to influence executive decision-making

• Effective practice management and execution skills

• Ability to thoughtfully introduce executives to range of investment strategies while identifying opportunities to consolidate additional assets

• Committed to delivering an outstanding customer experience with a passion for seeing others thrive

• Your expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning

• Coachable, collaborative, and curious are your "go-to" attributes

• Effectively engage executives through personal interactions, reflecting your interpersonal communication and relationship building skills

• Incorporating the executive’s benefits and unique plan provisions into the planning process to deepen the relationship and grow the business

• Meeting the immediate and future needs of executives by providing and demonstrating solid financial planning skills, a deep understanding of Fidelity’s products, while supporting the executive with client centered advice and guidance

• Developing an understanding of a company’s corporate culture and executive needs that make them aware of how benefit changes could impact their financial well-being

• Travel up to 25% as needed

The Team

As an integral member of a collaborative team, that includes Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals, you will help deliver a seamless client experience. You will also partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs requiring advanced wealth management strategies.

The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Investor Services 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 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’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) is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. In this role, you will leverage your planning expertise and relationship management skills to co-create comprehensive wealth planning solutions tailored to executive clients’ needs. This includes planning needs such as college planning, savings goals and early retirement planning.

You will partner with VP Executive Planning Consultants within a wealth management team to support executives’ advanced planning needs and be an integral part of a cross-company team consisting of Managing Director(s), Benefits Planning Consultants, Benefits Relationship Managers and other executive services associates. Your understanding of the financial planning process and the needs of highly compensated executives are prime attributes as you deepen relationships and help engage new executives.

The Expertise and Skills You Bring

• Series 7 and 66 licenses required

• Insurance license required or ability to obtain within 6 months of hire

• Bachelor’s degree or equivalent experience preferred

• CFP (Certified Financial Planner) designation encouraged

• CEP (Certified Equity Professional) designation encouraged

• Experience working with executives and employee benefit plans

• Demonstrated ability to understand clients’ unique financial situations and recommend appropriate solutions

• Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning

• Ability to assist clients while successfully incorporating Fidelity’s planning, guidance and service technology, and the financial planning knowledge and complex regulatory obligations imposed by required licenses

• Excellent written, verbal, and interpersonal communication skills

• Exceptional presentation skills in both one-on-one and group settings

• Strategic thinking with the ability to influence executive decision-making

• Effective practice management and execution skills

• Ability to thoughtfully introduce executives to range of investment strategies while identifying opportunities to consolidate additional assets

• Committed to delivering an outstanding customer experience with a passion for seeing others thrive

• Your expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning

• Coachable, collaborative, and curious are your "go-to" attributes

• Effectively engage executives through personal interactions, reflecting your interpersonal communication and relationship building skills

• Incorporating the executive’s benefits and unique plan provisions into the planning process to deepen the relationship and grow the business

• Meeting the immediate and future needs of executives by providing and demonstrating solid financial planning skills, a deep understanding of Fidelity’s products, while supporting the executive with client centered advice and guidance

• Developing an understanding of a company’s corporate culture and executive needs that make them aware of how benefit changes could impact their financial well-being

• Travel up to 25% as needed

The Team

As an integral member of a collaborative team, that includes Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals, you will help deliver a seamless client experience. You will also partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs requiring advanced wealth management strategies.

The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Investor Services 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 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’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) is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. In this role, you will leverage your planning expertise and relationship management skills to co-create comprehensive wealth planning solutions tailored to executive clients’ needs. This includes planning needs such as college planning, savings goals and early retirement planning.

You will partner with VP Executive Planning Consultants within a wealth management team to support executives’ advanced planning needs and be an integral part of a cross-company team consisting of Managing Director(s), Benefits Planning Consultants, Benefits Relationship Managers and other executive services associates. Your understanding of the financial planning process and the needs of highly compensated executives are prime attributes as you deepen relationships and help engage new executives.

The Expertise and Skills You Bring

• Series 7 and 66 licenses required

• Insurance license required or ability to obtain within 6 months of hire

• Bachelor’s degree or equivalent experience preferred

• CFP (Certified Financial Planner) designation encouraged

• CEP (Certified Equity Professional) designation encouraged

• Experience working with executives and employee benefit plans

• Demonstrated ability to understand clients’ unique financial situations and recommend appropriate solutions

• Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning

• Ability to assist clients while successfully incorporating Fidelity’s planning, guidance and service technology, and the financial planning knowledge and complex regulatory obligations imposed by required licenses

• Excellent written, verbal, and interpersonal communication skills

• Exceptional presentation skills in both one-on-one and group settings

• Strategic thinking with the ability to influence executive decision-making

• Effective practice management and execution skills

• Ability to thoughtfully introduce executives to range of investment strategies while identifying opportunities to consolidate additional assets

• Committed to delivering an outstanding customer experience with a passion for seeing others thrive

• Your expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning

• Coachable, collaborative, and curious are your "go-to" attributes

• Effectively engage executives through personal interactions, reflecting your interpersonal communication and relationship building skills

• Incorporating the executive’s benefits and unique plan provisions into the planning process to deepen the relationship and grow the business

• Meeting the immediate and future needs of executives by providing and demonstrating solid financial planning skills, a deep understanding of Fidelity’s products, while supporting the executive with client centered advice and guidance

• Developing an understanding of a company’s corporate culture and executive needs that make them aware of how benefit changes could impact their financial well-being

• Travel up to 25% as needed

The Team

As an integral member of a collaborative team, that includes Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals, you will help deliver a seamless client experience. You will also partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs requiring advanced wealth management strategies.

The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Investor Services 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 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’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) is responsible for building, maintaining, and deepening relationships with executives and management leaders of Workplace benefit plan clients. In this role, you will leverage your planning expertise and relationship management skills to co-create comprehensive wealth planning solutions tailored to executive clients’ needs. This includes planning needs such as college planning, savings goals and early retirement planning.

You will partner with VP Executive Planning Consultants within a wealth management team to support executives’ advanced planning needs and be an integral part of a cross-company team consisting of Managing Director(s), Benefits Planning Consultants, Benefits Relationship Managers and other executive services associates. Your understanding of the financial planning process and the needs of highly compensated executives are prime attributes as you deepen relationships and help engage new executives.

The Expertise and Skills You Bring

• Series 7 and 66 licenses required

• Insurance license required or ability to obtain within 6 months of hire

• Bachelor’s degree or equivalent experience preferred

• CFP (Certified Financial Planner) designation encouraged

• CEP (Certified Equity Professional) designation encouraged

• Experience working with executives and employee benefit plans

• Demonstrated ability to understand clients’ unique financial situations and recommend appropriate solutions

• Strong knowledge of brokerage, insurance, investment management, estate planning, financial planning, and retirement planning

• Ability to assist clients while successfully incorporating Fidelity’s planning, guidance and service technology, and the financial planning knowledge and complex regulatory obligations imposed by required licenses

• Excellent written, verbal, and interpersonal communication skills

• Exceptional presentation skills in both one-on-one and group settings

• Strategic thinking with the ability to influence executive decision-making

• Effective practice management and execution skills

• Ability to thoughtfully introduce executives to range of investment strategies while identifying opportunities to consolidate additional assets

• Committed to delivering an outstanding customer experience with a passion for seeing others thrive

• Your expert knowledge of brokerage, insurance, money management, estate planning, financial planning, and retirement planning

• Coachable, collaborative, and curious are your "go-to" attributes

• Effectively engage executives through personal interactions, reflecting your interpersonal communication and relationship building skills

• Incorporating the executive’s benefits and unique plan provisions into the planning process to deepen the relationship and grow the business

• Meeting the immediate and future needs of executives by providing and demonstrating solid financial planning skills, a deep understanding of Fidelity’s products, while supporting the executive with client centered advice and guidance

• Developing an understanding of a company’s corporate culture and executive needs that make them aware of how benefit changes could impact their financial well-being

• Travel up to 25% as needed

The Team

As an integral member of a collaborative team, that includes Managing Directors, Benefits Planning Consultants, Benefits Relationship Managers, and other Executive Services professionals, you will help deliver a seamless client experience. You will also partner with Vice President, Executive Planning Consultants to refer executives with higher asset levels or more sophisticated planning needs requiring advanced wealth management strategies.

The Executive Planning Consultant provides planning and guidance for Fidelity’s Workplace Investing executive clients and operates within Fidelity’s Investor Services 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 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’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

As part of the Product organization, the Program Manager is responsible for delivering quality solutions by supporting the successful planning, execution, and delivery of initiatives while ensuring consistency with Product strategy, commitments, and goals.

The Program Manager works in conjunction with Stock Plan Leaders at the portfolio and program level to coordinate initiatives by providing oversight from initial assessment through solution launch with an emphasis on business readiness activities. This role will be primarily focused on supporting cross domain work to align Stock Plan Services (SPS) and Brokerage interdependencies and future state roadmaps. This person will also collaborate to build, implement, and monitor efficient and effective processes for the Product Development Lifecycle within the framework of a high-performing agile team environment.

• Organizing, collaborating to set success measures, and monitoring assigned initiatives to support the organization’s key objectives.
• Working with program/initiative teams to manage issues and risks throughout project lifecycle.
• Facilitation of initiative business readiness activities including planning and deployment of product improvements.
• Providing status updates on a regular basis to Stock Plan leadership and key partners for assigned initiatives.
• Working with leadership to build and maintain client migration/adoption plan for implementation of new or enhanced product features.
• Facilitating quarterly program planning sessions for the team.
• Working with Product leadership to continuously improve how the Product team executes against their work.

The Expertise and Skills You Bring

• 7+ years of related project management experience in financial services, systems development, product development, and/or project/program management
• Bachelor’s degree required
• Experience in Agile/Scrum methodology is beneficial
• Experience in SAFe and Six Sigma are a plus
• Ability to understand sophisticated business environments and interdependent relationships for business requirements
• Well-demonstrated leadership skills, a strong sense of ownership, and dedication to results
• Change Management leadership including leading teams through resistance to change
• Ability to lead, direct, and empower product and technology team members without formal management authority.
• Strong consultative, listening, communication and problem-solving skills
• Critical thinker with good judgment and initiative
• Strong interpersonal skills, including the ability to work across the organization and influence at all levels of management and peers
• Excellent command of verbal and written communications
• Highly organized with ability to meet internal goals

The Team

Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and enhancements to existing products.

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 part of the Product organization, the Program Manager is responsible for delivering quality solutions by supporting the successful planning, execution, and delivery of initiatives while ensuring consistency with Product strategy, commitments, and goals.

The Program Manager works in conjunction with Stock Plan Leaders at the portfolio and program level to coordinate initiatives by providing oversight from initial assessment through solution launch with an emphasis on business readiness activities. This role will be primarily focused on supporting cross domain work to align Stock Plan Services (SPS) and Brokerage interdependencies and future state roadmaps. This person will also collaborate to build, implement, and monitor efficient and effective processes for the Product Development Lifecycle within the framework of a high-performing agile team environment.

• Organizing, collaborating to set success measures, and monitoring assigned initiatives to support the organization’s key objectives.
• Working with program/initiative teams to manage issues and risks throughout project lifecycle.
• Facilitation of initiative business readiness activities including planning and deployment of product improvements.
• Providing status updates on a regular basis to Stock Plan leadership and key partners for assigned initiatives.
• Working with leadership to build and maintain client migration/adoption plan for implementation of new or enhanced product features.
• Facilitating quarterly program planning sessions for the team.
• Working with Product leadership to continuously improve how the Product team executes against their work.

The Expertise and Skills You Bring

• 7+ years of related project management experience in financial services, systems development, product development, and/or project/program management
• Bachelor’s degree required
• Experience in Agile/Scrum methodology is beneficial
• Experience in SAFe and Six Sigma are a plus
• Ability to understand sophisticated business environments and interdependent relationships for business requirements
• Well-demonstrated leadership skills, a strong sense of ownership, and dedication to results
• Change Management leadership including leading teams through resistance to change
• Ability to lead, direct, and empower product and technology team members without formal management authority.
• Strong consultative, listening, communication and problem-solving skills
• Critical thinker with good judgment and initiative
• Strong interpersonal skills, including the ability to work across the organization and influence at all levels of management and peers
• Excellent command of verbal and written communications
• Highly organized with ability to meet internal goals

The Team

Stock Plan Services (SPS) provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and enhancements to existing products.

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

Analyst, Performance Measurement & Analysis

The Role

Do you want to be part of a team that is shaping and delivering solutions to meet the growing performance measurement and analytics needs of the enterprise? We are seeking a motivated, analytical, and collaborative individual to join the Performance Measurement & Analysis (PMA) team. As a key member of the PMA Performance Specialist team, the Analyst, Performance Measurement & Analysis will contribute to the expansion, enhancement, and ongoing support of Fidelity's Performance Measurement and Analysis initiatives.

The Expertise and Skills You Bring

• Bachelor’s or equivalent with 5 years of progressive financial services, experience in investment performance measurement, reporting, and analysis preferred.

• Strong analytical and critical thinking skills with the ability to understand and resolve complex problems.

• Excellent organizational skills and the ability to contribute to multiple projects concurrently.

• Ability to work collaboratively, to interact and build strong working relationships within the team and with key partners and stakeholders.

• Strong communication skills and comfort presenting to audiences ranging from software engineers to business executives.
• Progress towards/interest in pursuing a CFA or CIPM a plus.

The Team

This dynamic Performance Measurement & Analysis Product Area is part of Fidelity’s Institutional Technology organization. We are responsible for a proprietary, enterprise-scale performance platform that supports several of Fidelity’s key growth areas. We collaborate closely with investment product and digital experience teams to deliver innovative solutions for both institutional and retail 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:

Director Corporate Development

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

The Team

Fidelity Corporate Development Group is a multidisciplinary team that works closely with all Fidelity’s Business Units and the senior-most levels of the organization to evaluate strategic opportunities. These opportunities include potential investments, acquisitions, divestitures, and strategic alliances, as well as business unit evaluations and reviews.

The team is relied upon for market intelligence, industry landscape analysis, strategic thinking, complex deal structuring, and providing an independent viewpoint on opportunities. No two days are identical and our job is to jump in to support the organization across multiple initiatives simultaneously, while bringing a critical eye to both organic and inorganic growth strategies. The work is collaborative, dynamic, innovative, and interesting.

The Role

Reporting to a Senior Vice President, Corporate Development, the Director will support the Corporate Development team and business partners by project managing and executing investment, partnership and acquisition processes from ideation through execution, including managing the valuation and due diligence processes, creating internal and external educational materials, coordinating with internal business partners, and working cross functionally to execute on processes. Throughout this process, the Director role is responsible for building strong, trusted internal and external relationships. Other responsibilities include staying current on industry trends and monitoring strategic moves of top competitors / industry leaders as well as researching current and future trends in the financial services industry. This role involves informally managing and training analysts and associates, and collaborating closely with Vice Presidents and Senior Vice Presidents on work product, messaging, and strategy. The Director, Corporate Development role is a lynchpin around which the Corporate Development day-to-day work revolves and is a critical member of the team.

The Expertise and Skills You Bring

• 5+ years of experience in Investment Banking, Corporate Development, Private Equity, Venture Capital, or other similar areas (e.g., M&A advisory / law)
• Proven track record in the full transaction life cycle, including but not limited to successful origination, valuation, negotiation and closing of strategic investments and/or acquisitions
• Advanced analytical, financial modeling and valuation skills
• Excellent research skills – the ability to gather and synthesize materials on companies, products, and industries
• Exceptional communication and influence skills – the ability to turn findings into results
• Superior organizational and process / project management skills, including the demonstrated ability to coordinate cross-functional work teams
• Ability to flexibly work up and down the deal team hierarchy, from individual contributor to deal lead
• Experience and interest in mentoring / coaching earlier-career associates
• Results-orientation – versatile and self-motivated
• Financial Service industry experience is preferred

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com

Fidelity Investments is an equal opportunity employer.

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

Fidelity is currently seeking a Cloud Security Engineer to join the Cloud Platform and Security Team. It is a fast-paced, dynamic environment with interactions across many enterprise applications and cloud technologies, ensuring an optimal internal associate experience. The candidate will help implement and maintain secure-by-default cloud controls within Microsoft Azure, partnering with platform, product, and security teams to support secure cloud adoption while enabling efficient software delivery.

• Contribute to the team's understanding of evolving cloud security trends and help assess risks and opportunities associated with new technologies.
• Support the development and implementation of cloud security solutions that improve efficiency and accelerate delivery.
• Design, implement, and maintain Azure cloud infrastructure and security controls in partnership with technical and business stakeholders.
• Actively share insights, technical knowledge, industry practices, and security best practices across the organization.
• Assist in strengthening cloud security posture through automation, monitoring, and continuous improvement initiatives.

The Expertise and Skills You Bring

• Bachelor's degree in Computer Science, Information Technology, Cybersecurity, or a related field, with approximately 2+ years of experience in cloud engineering, cloud security, infrastructure engineering, or software development.
• Hands-on experience deploying, securing, and supporting workloads in Microsoft Azure.
• Working knowledge of Azure services, including identity, networking, storage, and security capabilities.
• Experience with Infrastructure as Code (IaC) using Terraform or similar automation tools.
• Understanding of Azure IAM, RBAC, and least-privilege access principles.
• Experience working with CI/CD pipelines and modern DevOps practices.
• Familiarity with cloud security concepts such as vulnerability management, monitoring, logging, and secure configuration.
• Exposure to cloud security tools such as Microsoft Defender for Cloud, Sentinel, Wiz, InsightCloudSec, or similar platforms.
• Strong problem-solving skills, curiosity, and a desire to learn new cloud technologies and security capabilities.
• Excellent communication and collaboration skills, with the ability to work effectively across technical teams.

The Cloud Security Engineering team at Fidelity designs, builds, and operates the security foundations that protect our multi-cloud and hybrid platforms, spanning Azure, OCI, and on-premises private cloud environments. We partner with application, platform, and infrastructure teams to embed security-by-design across identity, network, data, workload, and compliance domains. The team builds automation, guardrails, and reusable security services that enable developers to deliver secure solutions at enterprise scale.

Operating in a modern DevSecOps culture, we are actively adopting AI-assisted development practices to accelerate secure engineering, automate detection and response, and scale our impact across the enterprise. As a member of the team, you will gain hands-on experience solving real-world cloud security challenges, contribute to enterprise-scale security initiatives, and grow your career while helping safeguard the financial well-being of millions of 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.

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

Come join a highly collaborative team focused on enhancing the impact of marketing programs designed to reach and engage Fidelity’s institutional investor audience!

In this role on the Institutional Client Group (ICG) segment marketing team, you will collaborate closely with cross-functional teams and contribute to a wide range of initiatives, including digital marketing efforts, industry events and conferences, social media activity, client communications, and product marketing campaigns. This role offers meaningful exposure across Fidelity Institutional and Asset Management, with the opportunity to build experience in a fast-paced, team-oriented environment while developing your marketing and segment knowledge.

This role requires strong organization and attention to detail, with the ability to support multiple projects simultaneously while managing timelines and deliverables across stakeholders.

In this role, you will:

• Support the development and execution of marketing programs aligned to key business priorities, including coordinating timelines, assets, and compliance approvals.
• Serve as a point of contact for client-facing teams by helping to prepare and deliver regular marketing updates, materials, and communications.
• Gather and share market insights, campaign results, and industry trends to inform ongoing marketing efforts and improve program effectiveness.

The Expertise and Skills You Bring

• Bachelor’s or equivalent with 5- 7 years of experience in marketing, strategy, or client engagement, with financial services experience preferred
• Experience supporting integrated marketing efforts across content, digital, email, events, or paid media
• Detail-oriented and organized, with the ability to manage multiple priorities
• Strong communication skills, including meeting facilitation, public speaking and story development
• Collaborative mindset and willingness to take initiative

The Team

The Institutional Segment and Solutions Marketing team is directly aligned with key business segments (in this case the Institutional Investor segment). This team develops and delivers relevant, differentiated and client centric B2B marketing programs that propel Fidelity Institutional strategic product and solution focus areas by driving prospect engagement and client adoption.

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 University Relationships Lead, you will play a key role in supporting the execution of Fidelity’s university recruiting strategy and relationship management with our university partners. You’ll collaborate closely across our University Relationships Team to coordinate and deliver impactful events and engagement activities that attract top student talent to our internship and full-time early career programs.

In this role, you will:

• Partner with internal teams to plan, execute, and attend campus events, ensuring seamless logistics and exceptional candidate experiences.
• Cultivate, drive, and maintain relationships with college career services, deans, faculty, students, alumni, and professional student organizations.
• Work closely with recruiting and business leaders to develop recruiting strategy for local and regional markets.
• Serve as subject matter expert in college workforce trends by providing key insights to assist in delivering creative and innovative approaches to campus recruitment with stakeholders
• Ensure consistent approach to corporate brand and image in all campus activities.
• Manage supplier and check requests to support event operations.
• Serve as a liaison for student communications, including invitations and confirmations for internal and external events.
• Utilize applicant tracking systems and other tools to capture data, track progress, and report on hiring outcomes.
• Recommend process improvements to drive operational excellence.
• Travel as required for meetings and on-campus events during the recruitment cycle across multiple markets. Events may require nights and weekends.

The Expertise and Skills You Bring

• Bachelor’s degree with 5+ years of experience in recruiting.
• Demonstrated experience with all campus recruiting lifecycle components including sourcing, qualifying, and assessing students, networking, college market trends, and relationship management.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Strong verbal and written communication skills with attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience in large, matrixed organizations or professional services.
• Strong knowledge with applicant tracking systems and recruiting platforms (Workday, Handshake, 12Twenty).
• Exceptional organizational skills and ability to maintain momentum under tight deadlines.
• Collaborative mindset with a proven ability to build relationships across teams and locations.
• Resiliency and adaptability to navigate changing priorities and dynamic business needs.

The Team

The University Talent team at Fidelity Investments is a vital part of our broader Talent organization. We are dedicated to attracting and hiring the next generation of talent to shape Fidelity’s future. Our mission is to create an exceptional recruiting and relationship experience for students, universities, business leaders, and talent partners—ensuring a strong pipeline of early career professionals who will drive Fidelity’s continued success.

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

Do you want to be part of a highly collaborative, cross-functional team committed to improving the quality and value delivery of our Due Diligence Investigation program to Fidelity?

We are looking for a Director, Due Diligence Investigations who will be responsible for providing outstanding leadership to a team of analysts and investigators, develop and execute the team’s key strategic priorities, and serve as the face of the organization to our business partners across the firm. The ideal candidate is very analytical, curious, and able to navigate in a complex organization. This role is responsible for oversight and providing consultative expertise on high-priority, highly sensitive, and complex investigations. The Director also works collaboratively with cross-functional teams, while providing operational and investigative guidance to all partners. Process improvement and transformation experience is highly desired.

The Expertise and Skills You Bring

• Bachelor’s degree required
• 10 years of relevant experience, including knowledge of Fidelity business units and products

· Demonstrated expertise in investigative analysis and techniques

· Deep knowledgeable of open-source research tools, vendor product landscape, and other in-depth investigative tools

• Proven experience leading and delivering results on large, transformational programs and projects
• Deep understanding of vendor management and oversight practices
• Strong organizational leadership capabilities and a high degree of comfort with ambiguity
• Demonstrated ability to build positive relationships across the organization with the ability to work at senior levels
• Flexibility and the skill to both lead and contribute to teams are a must
• Outstanding organizational skills and a high degree of integrity combined with the ability to readily adapt to rapidly changing environments and deal with competing priorities
• Excellent problem-solving skills and the ability to think through problems, assess a variety of factors and recommend solutions
• Outstanding communication, interpersonal and presentation skills, with specific strengths in communicating with senior internal leadership
• Ability to perform operational and administrative program management responsibilities such as metrics collection, status reporting and financial updates
• Ability to work independently and collaboratively with all levels of staff and management
• Strong attention to detail as well as effective time management abilities
• Strong management, influence, facilitation, and collaboration skills
  

The Team

Fidelity’s reputation is built on trust. The Due Diligence team is part of Global Security and Investigations and is a proprietary team that conducts discreet research and analysis using publicly available information to assist Fidelity in identifying and mitigating risks associated with proposed or existing business relationships, including acquisitions and current/prospective clients. The team is an integral part of the overall vendor/relationship risk management 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:

Asset Management Investment Services – US Administration Team

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

The Asset Management (AM) Senior Executive Assistant position in Fidelity’s Asset Management (AM) division plays a vital role in the company's success. Individuals serving in these positions are part of a larger AM Compliance, Risk and Business Operations global administrative team and recognized by their colleagues as key members of our team. You will have the opportunity to work directly with and provide support to management at all levels of the company and frequently deal directly with customers and business partners as well.

The Role

Provide advanced and diverse administrative support within Fidelity Asset Management supporting key members of the Asset Management Investment Services Organization. This support will include:

• Provide all aspects of support (e.g., proactive calendar management, meeting coordination, trouble shooting of conflicts and potential obstacles, domestic and international travel planning and expense reporting) for multiple executives and investment professionals

• Manage daily workflow of expected and unexpected requests and commitments to ensure accuracy, efficiency and timeliness

• Communicate 'on behalf of' at all levels both internally and externally

• Develop and maintain working relationships across business units to facilitate efficiency and problem solving

• Engage with team members to advance best practices and cross-train on new and existing tools

The Expertise and Skills You Bring

This position requires an experienced administrative assistant who demonstrates professionalism, maturity, enthusiasm, initiative, and a high level of energy. 3 plus years of executive administrative experience preferred.

• Strong organizational, time-management, prioritization and project management skills Ability to successfully build relationships and interact positively and effectively across multiple levels Excellent written and verbal communication skills Focus on accuracy and attention to detail

• Collaboration, creativity, flexibility, and teamwork in scheduling meetings

• Experience in managing sensitive and confidential information

• Initiative and follow through to identify and resolve potential obstacles or conflicts and provide immediate resolution and/or alternatives

• Strong Microsoft Outlook, Word, PowerPoint, Excel and MS Teams skills

Education:

A bachelor’s degree strongly preferred or related work experience

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:

Senior Compliance Advisor

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

The Role

As a Senior Compliance Advisor for the Product Communications and Marketing Compliance team (PCMC), you will be part of a highly collaborative team that primarily supports the Marketing, Product and Distribution, Custody and Clearing and Platform teams within FI, and may partner with other business units such as Asset Management Compliance, Enterprise Compliance, Wealth & Brokerage and others on a range of cross-firm initiatives, campaigns and projects . You will also be responsible for monitoring the regulatory environment, advising and providing guidance to internal partners, and developing disclosures, policies, and procedures, as needed to help ensure compliance with applicable rules and regulations. The Senior Compliance Advisors take on growing levels of responsibility as they develop their familiarity with the range of supported business lines, advancing to full engagement in marketing campaigns, social media engagement and product launches while collaborating with Compliance professionals, Legal, Product and Enterprise Compliance.

The Expertise and Skills You Bring

• Bachelor’s degree.

• Minimum 5+ years of proven experience in financial services.

• Knowledge of FINRA 2210, SEC and related IA Marketing rules, NFA/CFTC and MSRB rules & regulation as needed.

• An understanding of Fidelity’s intermediary and/or institutional distribution channels and/or products.

• Experience reviewing marketing and other types of communications for broker/dealer firms and/or investment adviser firms preferred.

• Series 7 (preferred but not required).

• Ability to work in a fast-paced environment, balancing immediate deadlines with longer-term projects, and prioritizing as appropriate.

• Exceptional analytical skills and the curiosity and ability to learn new and complex concepts.

• Experience with Excel and PowerPoint.

• Superior written and oral communication skills and an ability to engage, establish relationships and influence partners across the organization at all levels.

The Team

Senior Compliance Advisors in the PCMC team, within FI Compliance, assist the FI business and Asset Management teams in maintaining compliance with regulatory standards pertaining to communications with the public, sales training, and related subjects.

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
In this role, you will perform fundamental equity research on a coverage universe comprised of Asia-Pacific stocks, providing investment ideas for the portfolios and contributing to the investment performance of the firm. You will generate proprietary fundamental analysis of the sector, the industry, the companies and the stocks you cover by meeting with top management of companies, industry experts and experienced colleagues. Research Associates create detailed financial projections for the companies and develop valuation analysis on the stocks to develop investment recommendations (versus sector, versus market) for their assigned stocks.

How Your Work Impacts the Organization

You will communicate your recommendations and insights on your stocks directly to all investment professionals on the team. You will make valuable contributions to our Equity Research department and mutual funds.

We offer a comprehensive training program as well as ongoing instruction, both of which emphasize the skills needed for fundamental investing.

The Skills & Experience You Bring

We are seeking candidates who have the following characteristics:

• 1+ year of post-undergraduate experience in investment research (buy-side or sell-side), investment banking, private equity, or another related field
• While not required, Japanese or another Asian language proficiency is desirable
• Demonstrated consistent success in your work and academic experience
• Exhibit strong analytical and communication skills, coupled with the highest level of personal and professional integrity
• Able to think creatively, work independently and be able to make decisions quickly, often with limited information
• Demonstrate the confidence and the maturity to engage with senior level management of companies
• Intellectually curious about companies and markets and have very high levels of initiative and motivation
• A high level of enthusiasm for discovering new investment opportunities and genuine intellectual curiosity are critical for success in this role
• The ability to consistently develop, clearly articulate and effectively communicate investment recommendations supported by a comprehensive and thoughtful research process is critical to your success at Fidelity

Compensation and Opportunity

Fidelity offers competitive compensation and benefits. Our research associates are compensated based on the performance of their stock recommendations, impact on Fidelity funds and creativity of stock research. Future opportunities for advancement and expanded responsibilities are based on your ability to contribute to the growth and success of Fidelity Management & Research Company.

The Group

Fidelity Investments has long been a leader in managing equity portfolios, with roots dating back to the 1940s. Fidelity’s Equity division is responsible for managing diversified and industry-specific funds for millions of investors. The division consists of portfolio managers, research analysts, research associates, sector specialists, and traders who work together to deliver exceptional investment outcomes. Over the years, its capabilities have grown substantially, with investment strategies designed across style, capitalization, sector, and geography.

The Equity team relies on its proprietary research, disciplined portfolio management, and sophisticated trading process to evaluate, construct, and manage investment portfolios and deliver superior long-term results.

Certifications:

Category:

Job Description:

Fidelity Leap Program - Software Engineer

This Position starts on January 11, 2027

Locations: Boston, MA | Durham, NC | Merrimack, NH | Westlake, TX

Note: Fidelity will not provide immigration sponsorship for this position

As part of Fidelity's hiring process, selected applicants will be required to complete a skills assessment to demonstrate foundational software engineering skills in either Java or Python. The assessment must be completed before candidates can progress to the interview stage.

Launch your tech career by building real solutions that impact millions.

Ready to go beyond the classroom? Build technology that powers financial outcomes for millions of customers — supporting individuals, employers, and institutions across a global, diversified business with trillions in assets. Join Fidelity’s Leap Program and start your career alongside thousands of technologists shaping the future of financial services.

About the Leap Program

Our 10-week immersive program is designed to help you transition from college to a full-time engineering career.

You will gain hands-on experience, build production-ready skills, and grow alongside a cohort of peers, all while solving real, complex business challenges.

What you will gain:

• Real-world engineering experience from day one
• Mentorship from experienced engineers and leaders
• A strong peer network that lasts beyond the program
• A clear path to continued growth at Fidelity

Program Highlights

Learn by Building
Work on real projects in a supportive environment where you can experiment, learn, and make an impact.

AI-Native Development
Use AI tools as part of your daily workflow, learning how to apply them responsibly to modern engineering challenges.

Cohort Experience
Join a group of peers in an in-person, team-based setting with built-in support, coaching, and collaboration.

Career Acceleration
This is not just a program; it is the start of your career. Continuing with meaningful work, mentorship, and long-term opportunities at Fidelity.

The Role

We are looking for curious, driven software engineers who want to build innovative solutions and challenge the status quo.

In this role, you will:

• Build scalable applications and features using modern programming languages, traditional and newer database platforms, integration technologies (APIs, messaging), and user interfaces/front-end frameworks.
• Work on real projects from start to finish across the full software development lifecycle including requirements, design, development, testing, and deployment.
• Write code, test it, and deploy it with support from your team, leveraging standardized and automated software development pipeline practices and technologies that safely and securely move your code from development to production.
• Explore innovative technologies, including AI tools, and learn how to responsibly use them in your work to deliver cutting-edge capabilities and services for our customers.
• Work as part of an engineering team obsessed with delivery solutions that help our customers achieve their long-term financial goals.

Skills You Bring

• To be eligible, applicants must have earned or be on track to earn a bachelor’s degree in computer science, Software Engineering, or a related field by the start date.
• Understanding of programming fundamentals and data structures
• Strong problem-solving and analytical skills
• Hands-on project or internship experience (preferred)
• Ability to collaborate and thrive in a fast-paced environment.
• Curiosity, asking great questions and a passion for fast and continuous learning.

Why Fidelity?

• Work on products used by millions.
• Access to diverse tech stack and AI tools
• Structured career development and mobility
• Strong mentorship culture
• Competitive benefits and stability

If you are excited by solving hard problems and want to build systems that make a real difference for customers, Fidelity is a great fit for you. We hire for fundamentals, learning agility and problem-solving, and are committed to helping you grow. Apply today!

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 Leap Program - Software Engineer

This Position starts on January 11, 2027

Locations: Boston, MA | Durham, NC | Merrimack, NH | Westlake, TX

Note: Fidelity will not provide immigration sponsorship for this position

As part of Fidelity's hiring process, selected applicants will be required to complete a skills assessment to demonstrate foundational software engineering skills in either Java or Python. The assessment must be completed before candidates can progress to the interview stage.

Launch your tech career by building real solutions that impact millions.

Ready to go beyond the classroom? Build technology that powers financial outcomes for millions of customers — supporting individuals, employers, and institutions across a global, diversified business with trillions in assets. Join Fidelity’s Leap Program and start your career alongside thousands of technologists shaping the future of financial services.

About the Leap Program

Our 10-week immersive program is designed to help you transition from college to a full-time engineering career.

You will gain hands-on experience, build production-ready skills, and grow alongside a cohort of peers, all while solving real, complex business challenges.

What you will gain:

• Real-world engineering experience from day one
• Mentorship from experienced engineers and leaders
• A strong peer network that lasts beyond the program
• A clear path to continued growth at Fidelity

Program Highlights

Learn by Building
Work on real projects in a supportive environment where you can experiment, learn, and make an impact.

AI-Native Development
Use AI tools as part of your daily workflow, learning how to apply them responsibly to modern engineering challenges.

Cohort Experience
Join a group of peers in an in-person, team-based setting with built-in support, coaching, and collaboration.

Career Acceleration
This is not just a program; it is the start of your career. Continuing with meaningful work, mentorship, and long-term opportunities at Fidelity.

The Role

We are looking for curious, driven software engineers who want to build innovative solutions and challenge the status quo.

In this role, you will:

• Build scalable applications and features using modern programming languages, traditional and newer database platforms, integration technologies (APIs, messaging), and user interfaces/front-end frameworks.
• Work on real projects from start to finish across the full software development lifecycle including requirements, design, development, testing, and deployment.
• Write code, test it, and deploy it with support from your team, leveraging standardized and automated software development pipeline practices and technologies that safely and securely move your code from development to production.
• Explore innovative technologies, including AI tools, and learn how to responsibly use them in your work to deliver cutting-edge capabilities and services for our customers.
• Work as part of an engineering team obsessed with delivery solutions that help our customers achieve their long-term financial goals.

Skills You Bring

• To be eligible, applicants must have earned or be on track to earn a bachelor’s degree in computer science, Software Engineering, or a related field by the start date.
• Understanding of programming fundamentals and data structures
• Strong problem-solving and analytical skills
• Hands-on project or internship experience (preferred)
• Ability to collaborate and thrive in a fast-paced environment.
• Curiosity, asking great questions and a passion for fast and continuous learning.

Why Fidelity?

• Work on products used by millions.
• Access to diverse tech stack and AI tools
• Structured career development and mobility
• Strong mentorship culture
• Competitive benefits and stability

If you are excited by solving hard problems and want to build systems that make a real difference for customers, Fidelity is a great fit for you. We hire for fundamentals, learning agility and problem-solving, and are committed to helping you grow. Apply today!

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 Leap Program - Software Engineer

This Position starts on January 11, 2027

Locations: Boston, MA | Durham, NC | Merrimack, NH | Westlake, TX

Note: Fidelity will not provide immigration sponsorship for this position

As part of Fidelity's hiring process, selected applicants will be required to complete a skills assessment to demonstrate foundational software engineering skills in either Java or Python. The assessment must be completed before candidates can progress to the interview stage.

Launch your tech career by building real solutions that impact millions.

Ready to go beyond the classroom? Build technology that powers financial outcomes for millions of customers — supporting individuals, employers, and institutions across a global, diversified business with trillions in assets. Join Fidelity’s Leap Program and start your career alongside thousands of technologists shaping the future of financial services.

About the Leap Program

Our 10-week immersive program is designed to help you transition from college to a full-time engineering career.

You will gain hands-on experience, build production-ready skills, and grow alongside a cohort of peers, all while solving real, complex business challenges.

What you will gain:

• Real-world engineering experience from day one
• Mentorship from experienced engineers and leaders
• A strong peer network that lasts beyond the program
• A clear path to continued growth at Fidelity

Program Highlights

Learn by Building
Work on real projects in a supportive environment where you can experiment, learn, and make an impact.

AI-Native Development
Use AI tools as part of your daily workflow, learning how to apply them responsibly to modern engineering challenges.

Cohort Experience
Join a group of peers in an in-person, team-based setting with built-in support, coaching, and collaboration.

Career Acceleration
This is not just a program; it is the start of your career. Continuing with meaningful work, mentorship, and long-term opportunities at Fidelity.

The Role

We are looking for curious, driven software engineers who want to build innovative solutions and challenge the status quo.

In this role, you will:

• Build scalable applications and features using modern programming languages, traditional and newer database platforms, integration technologies (APIs, messaging), and user interfaces/front-end frameworks.
• Work on real projects from start to finish across the full software development lifecycle including requirements, design, development, testing, and deployment.
• Write code, test it, and deploy it with support from your team, leveraging standardized and automated software development pipeline practices and technologies that safely and securely move your code from development to production.
• Explore innovative technologies, including AI tools, and learn how to responsibly use them in your work to deliver cutting-edge capabilities and services for our customers.
• Work as part of an engineering team obsessed with delivery solutions that help our customers achieve their long-term financial goals.

Skills You Bring

• To be eligible, applicants must have earned or be on track to earn a bachelor’s degree in computer science, Software Engineering, or a related field by the start date.
• Understanding of programming fundamentals and data structures
• Strong problem-solving and analytical skills
• Hands-on project or internship experience (preferred)
• Ability to collaborate and thrive in a fast-paced environment.
• Curiosity, asking great questions and a passion for fast and continuous learning.

Why Fidelity?

• Work on products used by millions.
• Access to diverse tech stack and AI tools
• Structured career development and mobility
• Strong mentorship culture
• Competitive benefits and stability

If you are excited by solving hard problems and want to build systems that make a real difference for customers, Fidelity is a great fit for you. We hire for fundamentals, learning agility and problem-solving, and are committed to helping you grow. Apply today!

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 Leap Program - Software Engineer

This Position starts on January 11, 2027

Locations: Boston, MA | Durham, NC | Merrimack, NH | Westlake, TX

Note: Fidelity will not provide immigration sponsorship for this position

As part of Fidelity's hiring process, selected applicants will be required to complete a skills assessment to demonstrate foundational software engineering skills in either Java or Python. The assessment must be completed before candidates can progress to the interview stage.

Launch your tech career by building real solutions that impact millions.

Ready to go beyond the classroom? Build technology that powers financial outcomes for millions of customers — supporting individuals, employers, and institutions across a global, diversified business with trillions in assets. Join Fidelity’s Leap Program and start your career alongside thousands of technologists shaping the future of financial services.

About the Leap Program

Our 10-week immersive program is designed to help you transition from college to a full-time engineering career.

You will gain hands-on experience, build production-ready skills, and grow alongside a cohort of peers, all while solving real, complex business challenges.

What you will gain:

• Real-world engineering experience from day one
• Mentorship from experienced engineers and leaders
• A strong peer network that lasts beyond the program
• A clear path to continued growth at Fidelity

Program Highlights

Learn by Building
Work on real projects in a supportive environment where you can experiment, learn, and make an impact.

AI-Native Development
Use AI tools as part of your daily workflow, learning how to apply them responsibly to modern engineering challenges.

Cohort Experience
Join a group of peers in an in-person, team-based setting with built-in support, coaching, and collaboration.

Career Acceleration
This is not just a program; it is the start of your career. Continuing with meaningful work, mentorship, and long-term opportunities at Fidelity.

The Role

We are looking for curious, driven software engineers who want to build innovative solutions and challenge the status quo.

In this role, you will:

• Build scalable applications and features using modern programming languages, traditional and newer database platforms, integration technologies (APIs, messaging), and user interfaces/front-end frameworks.
• Work on real projects from start to finish across the full software development lifecycle including requirements, design, development, testing, and deployment.
• Write code, test it, and deploy it with support from your team, leveraging standardized and automated software development pipeline practices and technologies that safely and securely move your code from development to production.
• Explore innovative technologies, including AI tools, and learn how to responsibly use them in your work to deliver cutting-edge capabilities and services for our customers.
• Work as part of an engineering team obsessed with delivery solutions that help our customers achieve their long-term financial goals.

Skills You Bring

• To be eligible, applicants must have earned or be on track to earn a bachelor’s degree in computer science, Software Engineering, or a related field by the start date.
• Understanding of programming fundamentals and data structures
• Strong problem-solving and analytical skills
• Hands-on project or internship experience (preferred)
• Ability to collaborate and thrive in a fast-paced environment.
• Curiosity, asking great questions and a passion for fast and continuous learning.

Why Fidelity?

• Work on products used by millions.
• Access to diverse tech stack and AI tools
• Structured career development and mobility
• Strong mentorship culture
• Competitive benefits and stability

If you are excited by solving hard problems and want to build systems that make a real difference for customers, Fidelity is a great fit for you. We hire for fundamentals, learning agility and problem-solving, and are committed to helping you grow. Apply today!

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:

Director, Investment Oversight

Note: Fidelity is not providing immigration sponsorship for this position

The Role

In this role you will lead the Investment Oversight Team, ensuring that the assets of Fidelity Charitable, including individual securities, long-only funds, and an array of alternative investments, are invested in a prudent manner and in line with investment policies and guidelines. Further, maintaining adequate liquidity for grantmaking and other obligations is critical to our mission: to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.

This team provides subject matter expertise and is the primary point of contact for internal cross-functional business partners and for external advisors and donors seeking pertinent information regarding our investment program capabilities, guidelines, and policies.

You will lead, develop and guide a team of 2-3 associates to fulfill the following responsibilities:

• Ensure effective and timely execution of oversight responsibilities.

• Strengthen existing investment monitoring capabilities and analyses.

• Prepare reports and research for Board of Trustees, senior management, and other key constituencies.

• Foster strong, collaborative relationships with internal and external stakeholders.

• Cultivate a sense of partnership and collaboration while supporting an inclusive and respectful work environment.

• Mentor and develop team members to reach their full potential while adhering to Fidelity’s leadership principles.

The Expertise and Skills You Bring

Required

• Degree in Finance, Investments, Accounting, or a related field.

• 10-12 years of experience developing guidelines and monitoring complex, multi-asset investment portfolios.

• Experience conducting and evaluating performance measurement and attribution of active managed portfolios.

• In-depth understanding of public equities, fixed income, international, and derivatives markets. Understanding of alternative investments and their role in a well-diversified portfolio.

• Experience with the creation of investment reporting to senior leadership and boards.

• Experience leading a team of successful associates, including mentoring and career development.

• Solid understanding of performance measurement, attribution, and evaluation.

• Outstanding decision-making and problem resolution skills in a complex, cross-function business environment.

• Demonstrated relationship building and influencing capabilities.

• Excellent written and oral communication skills.

• Strong project-management skills; can think end-to-end about processes and workflows.

• Experience re-engineering processes and maintaining detailed documentation.

Preferred

• Advanced degree and/or certification, e.g., CFA/CAIA Charter (or progress toward)

• Experience with proxy voting and class actions.

• Experience with investment management systems such as Morningstar Direct. Bloomberg, BARRA, Aladdin, etc.

The Team

Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

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, Security Operations is an experienced security professional who can effectively lead teams to protect Fidelity’s associates, customers, and property. This individual delivers on Global Security Operations’ objectives through their ability to communicate effectively, understand their site’s risk landscape, and engage and execute on key initiatives for Security and the firm while exercising good judgement. This individual is a meaningful associate-facing Brand Ambassador for Global Security Operations and will ensure that their team exudes professionalism, integrity, and provides outstanding customer service at their site.

• Bachelor’s degree; advanced degree a plus
• 7-10 years’ experience in an operational and technical security environment
• 3-5 years’ experience in a people manager role
• EMT or other relevant certifications (CPP, CFE, CBCP) a plus

• Effectively leads a team of security representatives and supervisors in one or more locations
• Ensures schedule maintains required coverage while remaining mindful of staffing costs and overtime
• Enforces corporate and site-wide policies, procedures, and standards related to operational risk, physical security, and life safety programs
• Establishes and maintains substantial relationships with business unit personnel, site leadership and external service providers such as public safety agencies to influence security policy implementation and mitigate risk
• Translates strategic objectives and champions training and life safety programs for their site
• Engages on cross-organizational projects and scales global initiatives for assigned site(s).
• Builds, implements, and maintains regional crisis response plans in collaboration with site leadership
• Develops and Delivers effective local awareness programs and supports broader global security awareness initiatives crafted to educate associates on workplace safety and security best practices
• Review regional incident reports; recommend and supervise required follow up

The Expertise and Skills You Bring:

• Knowledge of security principles (incident management, life safety, investigations, workplace violence and threat assessment)
• Subject matter expertise with Security technology
• Project management experience
• Strong presentation skills
• Understanding of risk and controls
• Stakeholder and relationship management (communicates effectively with senior security leadership, site/business unit leadership, business partners, and public safety agencies)
• Vendor management (holds vendors accountable to agreed upon terms and manages to budget constraints)

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 are seeking a dynamic and driven individual to join our fast-paced security team, engaged in enterprise-wide Vulnerability Remediation efforts! The ideal candidate will thrive in an environment that addresses an ever-evolving threat landscape and collaborates with various security teams. This position requires collaboration skills to drive remediation activities across the enterprise, organizational skills, proven analytic skills, attention to detail and vulnerability specific technical expertise.

As a Senior Cyber Remediation Analyst, you will be part of a team dedicated to remediation programs, including Application, Infrastructure, and Vendor security. You will also contribute to rebuilding foundational elements that support other cyber policy and operational programs. Our goal is to ensure effective operational, monitoring, and oversight processes to minimize cyber risk and address any identified gaps!

The Expertise You Have and The Skills You Bring

• Knowledge and understanding of vulnerability management and remediation.

• Working knowledge of Cloud concepts - (AWS, Azure, etc.)

• Working knowledge of Windows, Linux, and other popular Operating Systems.

• Working knowledge in related vulnerability analysis and risk assessment tools.

• Strong communication skills to relay results of analysis.

• Ability to build strong relationships across various functions to be able to preemptively identify and communicate risks.

• Ability to work independently and solve challenging problems while collaborating with stakeholders.

• Collaborating with the internal ISO Team's to ensure proper escalation and remediation according to commitments.

• Update and maintain vulnerability management Process and Procedures.

• Quick learner with the ability to adapt to new tools and technology.

• Detail oriented, organized, methodical, follow up skills with an analytical thought process.

• Hands on experience with at least one of the following scanning tools - (Qualys, Defender, WIZ)

The Team

The Cyber Remediation team is responsible for driving the remediation of foundational or systemic cybersecurity policies, programs, or risk standards and monitoring for drift over time. We are part of the Cyber Operations & Analytics unit within Enterprise Cybersecurity and collaborate with each Product Area to improve the overall risk posture across the cyber environment.

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

Fidelity Investments Workplace Investing (WI) organization is seeking an experienced Sr. Software Engineer to join our CVT team within Stock Plan Services (SPS). The selected candidate will provide critical systems and business support on a global team using a Mainframe & Distributed technology stack, with an end goal of high availability and client satisfaction. This position will play a critical role in providing a top-shelf service experience for our clients, as well as for our internal partners, while building and maintain collaborative global relationships with our partners in technology and support organizations.

Education & Experience

· A bachelor’s or master’s degree in computer science, Software engineering or related field

· 8+ years of hands-on experience with mainframe platforms.

· Demonstrated support on a critical mainframe environment, using COBOL, DB2, CICS, JCL, MQ-Series, SQL, and VSAM files.

· Experience in mainframe performance tuning and capacity planning, including ways to reduce I/Os, CPU Time, MSUs, and MIPs, using Strobe, iStrobe, and Platinum Detector

· Experience in navigating in an Oracle database environment for triage purposes

· File format and comparison using File-AID; version management using Endeavor; debugging and unit testing using Intertest and Abend-AID; and job scheduling using Control-M

· Ability to debug and reproduce issues in lower pre-production environments

· Ability to multi-task and stay organized in a dynamic work environment while meeting results

· Knowledge of ETL, Informatica, Java, Python, or other distributed languages is preferred.

· Knowledge of cloud platforms (AWS, Azure, or GCP)

· Experience with monitoring systems such as CloudWatch, Datadog/Splunk, ELK stack

· Knowledge of financial services or equity compensation would be a plus.

· Ability to quickly learn new concepts and technologies to support day to day operations.

· Demonstrate ability to form trusted working relationships with business unit stakeholders through collaboration and enhanced effective communications

· Analytical & detail orientated thought process with the ability to take methodical approach to activities such as problem resolution, designing and solutioning.

· Demonstrated ability to articulate and explain complex problems or solutions to both technical and non-technical stakeholders.

· Develops comprehensive documentation for multiple applications or subsystems.

The Skills You Bring

· Ability to interact/influence/negotiate with stakeholders effectively.

· Ability to work with minimal direction and significant autonomy

· Strong self-starting, analytical, communication, and critical thinking skills

· Strong interpersonal and organizational abilities

· Collaborative working style

· An overriding need to find the underlying cause of things.

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:

Manager, Account Management

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

The Role

The primary mission of the Investment Operations team is helping people, help people. We are looking for dynamic and customer-focused Leader to lead our Account Management team. This leader will oversee a team of skilled professionals responsible for updating customer accounts, ensuring a seamless and exceptional client experience from initiation to completion. The ideal candidate will have a deep understanding of the client journey, a passion for delivering outstanding service, and expertise in handling complex operational situations. In addition to day-to-day oversight, the Manager will drive critical initiatives to improve process efficiency, enhance the onboarding experience, align account Management practices with broader business goals, and ensure risks are well managed. This role requires a collaborative leader who can inspire high-performing teams and effectively lead cross-functional projects in a fast-paced environment.

• Responsible for all talent management and development practices including recruiting, coaching, development, and performance management
• Develop and implement the strategy for the account management process with clear objectives and key performance indicators for the team. Use data-driven approaches to identify trends, forecast needs, and drive strategic decisions.
• Identifies, prioritizes, and drives key advances in process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization
• Implement new tools, technologies, and methodologies to enhance procedures and team effectiveness
• Design and lead efforts to fully automate and digitize the account management experience and related procedures
• Lead, coach, and develop high-performing team members as well as cultivate a collaborative and customer-centric team culture.
• Defines and establishes accountability to the successful achievement of multiple team goals and objectives.
• Track team performance and account management metrics, providing regular reports and actionable insights to senior management.
• Establishes and maintains strong relationships within Account Lifecycle and cross-functionally
• Resolves highly complex or non-routine operational issues or inquiries from senior-level or key partners, as needed, including addressing customer concerns or urgent requests
• Provides guidance on internal activities and initiatives improve the overall associate and client experience
• Maintains familiarity with industry practices and seeks opportunities to continuously innovate and improve lifecycle management strategies
• Serves as back-up for Account Lifecycle leadership

The Expertise and Skills We are Looking For:

• You approach every situation with a customer first perspective
• Bachelor’s degree in Business, Management, or a related field is preferred).
• 5+ years of experience in the financial services or related industry with a deep breadth of knowledge in operations
• Demonstrated experience in account Management, account opening, or account management roles, with at least 3 years in a leadership capacity
• Strong leadership and people management skills with a track record of developing high-performing teams.
• Positive relationship building with an ability to work with cross-functional teams
• Proven experience leading multiple complex projects simultaneously with proficiency in data analysis and reporting capabilities
• Extensive experience developing cases, insights, and change proposals as well as delivering influential messages with senior leaders
• Experience partnering with light automation and technology teams to develop and drive process enhancements
• Familiar with process improvement techniques and frameworks
• Advanced project management skills, with experience in XTRAC, Salesforce, Archer, Jira, and other customer account tools
• Works with a high sense of urgency and demonstrates good judgment in decision making or problem resolution
• Possess strong and effective verbal and written communication skills
• Critical thinker with excellent follow through skills
• Strong attention to detail, organizational skills, and planning and time management
• Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting, Charitable Investment Advisor Program, and Complex Assets
• Available and flexible with overtime as requested

The Team

Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

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 Workplace Investment (WI) Stability Optimization CoE is looking for a utility player with strong communication, highly customer obsessed, proven engineering and multiple years production support experience. In this role the individual will play a vital role in supporting our testing teams across multiple test environments and will be responsible for leading the environment stability in line with the WI COE group’s roadmap and aligning to WI and needs of other business groups within Fidelity. We do this by coordinating the response to environment issues while also supporting our applications in a customer facing test environment and driving to resolution in a customer technical support model.

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

The Expertise and Skills You Bring

• A Bachelor’s or master’s degree in Computer Science, Software engineering or related field
• At least 6 years of experience working in sophisticated production environment, on-Prem and Cloud
• Confirmed experience of mainframe development/tools including COBOL, CICS, db2, JCL, VSAM, MQ, etc. and writing COBOL/Native stored procedures.
• Having business knowledge of Stock Plan Services(SPS) is preferred
• Experience with monitoring/observability tools such as CloudWatch, Datadog/Splunk, ELK stack.
• Strong experience of creating dashboards in Datadog and Splunk
• Should have experience in coordinating and triaging incidents within the managed environments, with ITIL practice knowledge to support the day-to-day operations
• Knowledge of CI/CD pipelines stacks like Github, Jenkins, Maven, Docker, Artifactory, Kubernetes, uDeploy
• Knowledge of ETL, Java, Python, or other Distributed Technologies, including experience in Cloud platform such as AWS and/or Azure
• Strong Experience with Kubernetes, AKS and, EKS
• Hands-on Experience in Unix scripting, Python, or related programming languages
• Hands-on Experience with Public Cloud environments, preferably AWS and Azure.
• Analytical and detail orientated thought process with the ability to take methodical approach to activities such as data analysis and stability trending.
• Ensuring all agreed to operational policies and procedures are adhered to.
• Leading the coordination with stakeholders through resolution of the incident. Closely partnering and collaborating with Infrastructure, Engineering, Operations, Squads and Business Leadership to ensure alignment across the business.
• Capability to partner with Operations and Stakeholders on stability opportunities based upon reporting/trending findings as well as operational readiness
• Ability to quickly learn new concepts and technologies to support day to day operations
• Customer orientated personality exhibiting professionalism and enthusiasm
• Demonstrate ability to form trusted working relationships with business unit stakeholders through collaboration and enhanced effective communications
• Deeply self-motivated with the ability to work independently, coordinating activities within cross-regional and multi-functional teams
• Able to mentor team members in areas where you have domain expertise and able to coordinate with partners on
• Strong self-starting, analytical, communication, and critical thinking skills

The Value You Deliver

• Bring Stability and Efficiencies to WI Squads and Operations to accelerate development life cycle
• Guiding resources assigned to the incident and ensures the incident is receiving the accurate support to drive resolution as quickly as possible
• An automation mentality to drive platform stability approaches
• Streamlining processes, optimizing workflows, introducing new features with positive business impacts
• Bring together technical, procedural, and financial data to reduce toil and increase efficiency
• You will execute plans for technical standardization and process refinement within the Stability and Automation engineering organization, especially for Operations and Squads.
• Must bring flawless execution and results in role of organizational navigator and collaborator.
• Actively learning, sharing insights, industry practices and developments, within your area of expertise
• Impactful, with a passion for contributing to continuing enhancement of our engineering capabilities with a focus on excellence

The Team

The WI QE Center of Excellence (COE) is passionate about driving WI organizational’ s technological innovation initiatives and improvements which accelerates the squad, operational efficiencies and improve the customer experience. The mission of the COE is engineering excellence across the WI business with focus areas on engineering effectiveness, engineering measurement and maturity, engineering innovation and engineering culture and craft. Stability is our top priority!

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:

VP, Global Services: Payroll, Immigration, Relocation, and Assignments

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

The Role

The Global Services Leader is responsible for leading global payroll, immigration, relocation, and international assignment programs that support a diverse global workforce. This role drives strategy, governance, compliance, and operational excellence while delivering seamless employee experience across multiple countries. Working closely with Human Resources, Finance, Legal, Tax, Talent Acquisition, and external partners, the leader creates scalable and efficient programs that support business growth and workforce mobility. Success requires balancing global consistency with local compliance, while continuously improving processes, technology, and service delivery.

The Expertise and Skills You Bring

• Extensive experience leading global payroll, mobility, immigration, relocation, or shared services operations.
• Experience managing geographically distributed teams and developing leaders and individual contributors.
• Knowledge of global payroll compliance, international mobility, immigration, tax, and employment regulations.
• Experience leading operational transformation, process automation, and service delivery improvement initiatives.
• Strong vendor management experience, including oversight of payroll, relocation, immigration, and tax service providers.
• Ability to build partnerships and influence stakeholders across Human Resources, Finance, Legal, Tax, and business leadership teams.
• Strong communication, problem-solving, and organizational leadership capabilities.
• Ability to drive controls and operational excellence, maintaining an audit-ready posture.
• Flexibility to work a non-traditional workday in order to support teams around the globe.

The Team

The Global Services team operates within Human Resources Shared Services and delivers centralized, scalable solutions that support payroll processing, immigration services, relocations, and international assignments. We partner closely with leaders and stakeholders across Human Resources, Finance, Legal, Tax, Talent Acquisition, and external service providers to ensure compliant and effective solutions for employees around the world. Our team plays a critical role in enabling business growth, supporting talent movement across borders, and delivering a world-class employee experience.

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 leading facilitated learning experiences and events - sparking curiosity, inspiring change, challenging preconceptions, and impacting results? Join Fidelity as a Principal Facilitator and be a part of a collaborative learning team - applying your expertise in a variety of learning methodologies to support the growth of the Fidelity Institutional business unit. Our goal is to support the needs of our business partners and teams - delivering highly engaging, effective and tailored solutions that make a measurable impact. Each day you add value by:

• Facilitating high-impact learning events (live and virtual) at all levels of the organization – using a variety of advanced facilitation techniques and learning methodologies to fit the desired outcomes.
• Building relationships through effective consulting, risks mitigation, and follow up – ensuring learning is applied and impacts measured.
• Working cross-functionally with learning professionals and project teams to develop and tailor solutions to meet complex learning needs - ensuring clarity of objectives, and structured outcomes.
• Advising leaders and our extended HR team to clarify learning needs that support business, team and individual growth - shaping agendas, enabling alignment with priorities.
• Contributing to, and building our organization's capabilities in facilitation, engagement and inclusive practices.

The Expertise and Skills You Bring

Candidates for this role will bring experiences that demonstrate their ability to deliver learning outcomes to all levels of the organization, using a wide variety of facilitation skills and methodologies. Strong skills in deploying advanced facilitated learning engagements with complex learning outcomes. Ability to develop credibility with audiences and participants using expert facilitation skills in environments beyond traditional learning-centered events.

Effectiveness in this role depends upon a demonstrated ability to adapt their advanced facilitation techniques – consistent with adult learning principles and industry best practices - applied to a wide variety of programs and workshops.

Works independently and takes a leading role/ownership of programs and ensures effective outcomes are agreed upon and delivered. While equally adept at working cross-functionally with leaders and teams to manage complex program elements and deliverables.

Displays strong judgement when solving complex problems and effectively uses data to influence decision makers and partners - uses key insights to measure learning effectiveness/impact.

Brings a deep understanding and subject matter expertise of learning, facilitation and business acumen when making decisions. Communicates decisions effectively to critical stakeholders – building trusting relationships with internal clients by consulting on learning needs prior to session/program delivery.

• Education – Bachelors or equivalent with 8 plus years of experience or Masters with 6 plus years of experience
• Specialized Experience - formal instructor-led facilitation in the Learning/Talent industry – combined with continuous professional development.
• Other learning/certifications – preference for candidates with certifications in a variety of learning programs and development assessments.
• Skills Required – Capability-based Learning and Development – Learning Delivery Methods – Presentation Skills – Adult Learning Principles and Concepts – Learning Analysis – Learning Needs Analysis – Advising – Critical Thinking – Effective Communication – Influencing Others – Solutions Oriented Outcomes – Strategic Thinking – Professional Credibility

The Team

Supporting the Fidelity Institutional (FI) business unit, the FI Learning Team is part of FI Human Resources. We work collaboratively to support targeted business, talent, and learning strategies for each FI business group. We discover learning needs/outcomes, design, develop, deploy and measure solutions to meet these needs and value-added outcomes. Our work is aligned to the broader Fidelity enterprise talent and learning organization’s strategy - we work closely with these partners to achieve our goals and contribute to the broader Fidelity strategy.

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:

The Role

As a member of the Asset Management Human Resources organization, you will join the Asset Management Talent Development team and serve as the lead Performance Consultant for the Asset Management Technology and Asset Management Finance organizations. You will also lead the Asset Management Skills of the Future initiative.

Key responsibilities include:

• Conducting learning and performance needs analyses to identify capability gaps and business opportunities.
• Designing, developing, and implementing learning and talent solutions aligned with strategic business goals.
• Creating and maintaining multi-year learning roadmaps for Asset Management Technology and Asset Management Finance.
• Establishing measurement strategies and evaluating program effectiveness through meaningful metrics and reporting.
• Managing external learning vendors and ensuring successful solution delivery.
• Leading topic identification, planning, coordination, implementation, and reporting for the Skills of the Future program.
• Partnering closely with HR Business Partners, business leaders, and key stakeholders to align talent development strategies with organizational priorities.
• Driving workforce readiness by building future-focused capabilities and supporting enterprise learning and technology initiatives.
• Serving as a trusted advisor, translating business challenges into impactful talent and learning solutions.

The Expertise and Skills You Bring

• Experience in Learning & Development, Performance Consulting, User Experience Design, Operations, and/or Learning Technology.
• Demonstrated success designing innovative talent and learning solutions that drive organizational effectiveness.
• Strong understanding of adult learning principles, workforce development, and learning technologies.
• Experience working with and influencing geographically dispersed teams and stakeholders.
• Proven ability to manage competing priorities and deliver results in fast-paced environments.
• Ability to balance strategic thinking with operational execution and tactical delivery.
• Strong consulting, partnership, and relationship management skills with the ability to build credibility across all levels of the organization.
• Deep understanding of business challenges and the ability to translate organizational needs into effective learning solutions.
• Strong analytical and critical-thinking skills, using data and insights to inform decisions and measure outcomes.
• Ability to thrive in dynamic, evolving environments and successfully navigate change.
• Innovative mindset with a focus on continuous improvement and challenging conventional approaches.
• Strong program and project management capabilities, with experience driving measurable business results through talent and learning initiatives.

The Team

The Asset Management Talent Development (AMTD) team is focused on preparing the workforce for the future by building critical investing, technical, digital, and leadership capabilities. The team partners across Asset Management to develop talent strategies that strengthen organizational effectiveness, accelerate employee growth, and support long-term business priorities. AMTD is committed to fostering a diverse and inclusive environment that values a broad range of backgrounds, experiences, and perspectives while enabling employees to achieve their full potential.

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.

This job requires you to live in the Greater Spokane, WA or Coeur d'Alene area, as you will be working on local client campuses 4-5 days a week.

The Role

As a Workplace Financial Consultant (WFC) within Fidelity’s Workplace Education, Planning & Advice (WEPA) organization, you serve as a trusted partner to plan sponsors, Human Resources representatives, participants, and internal Fidelity partners. In this role, you are responsible for driving participant engagement and maximizing the value of employer-sponsored benefits programs, including 401(k), 403(b), equity compensation, stock plans, and other workplace benefits. You partner directly with plan sponsors to develop and execute ongoing engagement strategies that increase awareness, participation, and utilization of available financial wellness and retirement programs. Acting as a key liaison between plan sponsors and Fidelity business partners, including local branch teams, you help align resources and deliver a consistent high-quality experience for all.

A core component of the role is providing personalized financial planning and investment guidance to participants through one-on-one consultations, group workshops, benefits fairs, help desk sessions, lunch-and-learns, and other educational events. Topics may include retirement planning, investment strategies, equity compensation, stock plans, tax-efficient investing, estate planning, and broader financial wellness concepts. Through proactive relationship management, education, and advice, you play a critical role in improving participant outcomes and strengthening Fidelity's partnership with plan sponsors.

The Expertise and Skills You Bring

• Bachelor’s degree preferred
• 5 years of experience in financial services, wealth management, retirement planning, or a related advisory role
• FINRA Series 7 and Series licenses required (or ability to obtain Series 66 upon hire), with all applicable state registrations
• Life and Annuity license preferred
• CFP® or CRPC® designation preferred
• Strong knowledge of financial planning concepts and retirement planning
• 2+ years of client-facing experience providing financial guidance, education, or consultation preferred
• Demonstrated ability to effectively present and facilitate group workshops, educational sessions, and client meetings
• Proven ability to develop and maintain relationships with plan sponsors, Human Resources partners, and workplace stakeholders
• Strong communication, relationship-management, and consultative skills
• Ability to promote participant engagement and increase utilization of workplace financial benefits and resources
• Strong organizational skills with the ability to manage multiple client relationships and priorities simultaneously
• Ability and willingness to travel in support of client engagement activities and workplace events (up to 50-75%)

The Team

The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities. Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nationwide for our 401k, 403b, Equity Compensation and other benefits plan partners. 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.

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 Enterprise Technology Risk & Analytics (ETRA) team is seeking a seasoned technology risk professional to lead risk oversight activities across Brokerage and Trade Management engineering. In this highly visible Director role, you will partner with engineering, operations, and risk leaders to proactively identify and manage technology risks, evaluate control effectiveness, influence strategic decision-making, and strengthen Fidelity's overall risk posture in emerging areas such as AI adoption, digital innovation and Cloud modernization.

The Expertise and Skills you Bring

• 10 plus years of experience in technology risk management, cybersecurity, controls, audit, or related risk disciplines within large financial services organizations.
• Proven leadership experience influencing senior executives and managing complex cross-functional initiatives.
• Deep knowledge of cloud native architectures, container platforms, CI/CD pipelines, application security and database management platforms.
• Ability to communicate complex technology risk concepts to executive leadership, risk committees, and regulators.
• Strong understanding of AI, machine learning, large language models, data science, automation, and associated governance risks.
• Bachelor’s Degree in computer science, information technology, cybersecurity, engineering or a related field of study preferred.
• Professional technology risk certifications (CISSP, CISA, CRISC, CISM) and/or Cloud Certification(s) (CCSP, CCSK, AWS) preferred.
• Provide strategic risk leadership for major technology transformation and business initiatives.
• Lead enterprise-wide risk assessments covering cloud, cyber, data, AI, and operational technology domains.
• Advise technology and business executives on risk appetite, control effectiveness, and remediation strategies.
• Identify emerging risk themes and translate insights into actionable recommendations for senior leadership.
• Partner with Legal, Compliance, Enterprise Risk, and Internal Audit on regulatory, audit, and governance activities.
• Drive risk reporting, metrics, and analytics to support executive decision-making and board-level transparency.
• Manage and develop risk professionals while fostering a strong risk culture.

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 have an exciting sales opportunity based in Raleigh, NC working with Independent B/D and Wirehouse advisors to drive and support the distribution of Fidelity investment products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, who is passionate about the industry and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that has a depth and breadth of both products and resources, along with growth and development opportunities for their employees. Your responsibilities include:

• Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.
• Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.
• The territory is based out of Raleigh, NC and includes advisors across the Eastern Carolinas.
• You are required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.

The Expertise and Skills You Bring

• Bachelor’s Degree required
• Series 7 and 63 required
• CIMA or CFA desired
• Passion for the financial services industry
• 5 years of field sales experience, working within financial services highly preferred
• Outstanding communication, negotiation, decision making and multi-tasking abilities
• Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities
• Ability to represent multiple product offerings including Mutual Funds, ETFs, Custom model portfolios, ETFs, SMAs, Direct Indexing, and Alternative Investments
• Excellent interpersonal skills that translate into a positive client experience
• Passion for sales and the ability to uncover and qualify new opportunities
• Commitment to constant self-improvement and exhibit a competitive drive
• Ability to thrive in our fast-paced environment and enjoy being part of a strong team
• High aptitude to learn new things quickly and adapt to new situations
• Effective consultative sales and presentation skills

The Team

As a Regional Director your primary responsibility will be supporting and driving sales through Financial Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your division offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.

Must live within the territory.

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

Do you find purpose in guiding others through complex changes that have a lasting personal and professional impact? As a Senior Immigration Specialist, you will act as a strategic advisor, leading the end‑to‑end management of employment‑based immigration matters while delivering consultative, data‑informed guidance to key stakeholders. As a valued member of a close‑knit, high‑performing team, you will deliver thoughtful, professional service in sensitive situations, enabling the seamless operation of our business and supporting the success of our employees.

The Expertise and Skills You Bring

• Associate or more advanced degree preferred

• Two to five years’ work experience with all aspects of corporate employment-based immigration or related experience; broader HR experience a plus

• Demonstrated ability to provide consultative guidance, including assessing needs, identifying risks, and recommending solutions aligned to business objectives
• Strong professional curiosity with a desire to deepen industry knowledge and broaden understanding of cross‑functional roles and business strategy
• Excellent interpersonal, consulting, and communication skills (written and verbal), with the ability to influence and advise associates and leaders at all levels on sensitive, complex matters
• Proven ability to manage multiple priorities while maintaining a high degree of accuracy and attention to detail
• Highly organized, disciplined, and results‑oriented, with the ability to work independently in a fast‑paced environment
• Comfortable adapting to shifting business priorities while maintaining service quality and compliance standards

The Team

Fidelity Relocation, Assignments & Immigration sits within the HR function and supports all of Fidelity’s businesses. We own Fidelity’s relocation, immigration and assignment programs, related benefits packages, and end to end process. Our program is largely outsourced to vendors and their suppliers. We serve as a liaison between our vendors, associates and their managers, and internal business partners such as Recruiters, Line HR, Compliance, Risk and Legal. Collectively we deliver an outstanding associate experience while balancing risk and compliance so that associates can excel at meeting business needs.

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 are seeking a Director of Frontend Engineering to lead and evolve a high-performing team focused on frontend platforms, accessibility, developer tooling, shared services, and monorepo management. The ideal candidate combines deep frontend technical expertise with proven people leadership. This leader will play a critical role in defining the frontend engineering strategy that enables product teams to deliver exceptional digital experiences at scale.

Partnerships and developing relationships will be key to their success. They will partner closely with UX Designers, UX Developers, architects, and application development teams to drive consistency, accessibility, developer productivity, and engineering excellence across the organization. A strong background in modern frontend development is required, and prior experience serving as a technical lead is highly preferred.

As a senior engineering leader, you are responsible for:

• Leading and developing people in ways aligned to their unique career goals and aspirations

• Guiding your team through complex technical trade‑offs, design reviews, and platform evolution

• Technical direction, code quality, and engineering best practices

• Delivering outcomes, product portfolio optimization, and integrated roadmaps tied to business objectives.

Strong candidates will bring a dedication to technical learning, a passion for developing others, and crafting foundational technology solutions that accelerate innovation across the organization.

Responsibilities

• Lead a group of frontend engineers, UX developers and UX designers serving teams across Workplace Investing digital

• Shape the modern frontend strategy of WI Digital, working closely with your team to identify areas of improvement, optimization and need

• Advance and enhance our enterprise accessibility tool suite

The Expertise You Bring

• 8+ years directly managing fast-paced technology with focus on Front-End Teams

• Previous ownership of component libraries, monorepos, developer and accessibility tooling.

• Deep background in modern UI and experience architecture and enabling consistent, high-quality user experiences across applications

• Strong experience leading engineering talent, while setting clear technical direction and accountability

• Experience developing technical leads and technical leaders

• Proven track record developing platform capabilities and supporting the teams that rely on them

The Skills You Require

• Strong hands-on understanding of Angular, TypeScript, and component-driven UI development, including modern build, testing, and performance optimization practices

• Experience owning large-scale monorepo environments, including governance, build and release strategies, dependency management, shared code platforms, and developer productivity tooling

• Firm understanding of accessibility including how to develop for and test accessibility through WCAG 2.2

• Familiarity with CI/CD pipelines supporting frontend assets, shared UI libraries and client-side builds

• Experience influencing engineering leaders and key business partners to champion platform modernization, frontend standards, accessibility initiatives, and developer productivity improvements across multiple teams.

• Practical experience with DevAssist tools including Github Copilot or Claude Code with deep familiarity with how to optimize engineering efforts with AI assistance.

The Team

Digital Enablement Team designs, develops, implements, and supports Fidelity's Workplace Investing (WI) suite of digital products and services through tools and 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

As Manager, Due Diligence, you will lead day-to-day execution across assigned investigative teams and specialized workstreams. You’ll oversee delivery, capacity, prioritization, quality, and escalations to ensure work is completed consistently, efficiently, and with strong risk discipline.

This role is ideal for a proven people leader who enjoys developing talent, improving operations, and driving strong team performance in a complex risk environment. You’ll have a meaningful impact on team execution, operational effectiveness, and the continued growth of the function.

What You’ll Do

• Lead daily operations for assigned teams, including case execution, prioritization, and workflow management

• Make team-level decisions on case handling, prioritization, and escalations within established governance

• Manage team capacity and service performance to support timely, consistent delivery

• Oversee case quality, documentation standards, controls, and escalation readiness

• Coach and develop associates and senior consultants to strengthen capability, judgment, and execution consistency

• Align team execution with broader operational priorities and business needs

• Drive continuous improvement and strengthen process consistency across assigned teams

• Analyze risk trends and communicate key themes and emerging concerns to senior leadership

• Lead or support operational initiatives that improve execution across the department

The Expertise and Skills You Bring

• Bachelor’s degree or equivalent experience

• 5+ years of relevant experience in due diligence, investigations, intelligence, compliance, risk, or related operational leadership

• Strong knowledge of investigative practices, risk indicators, escalation frameworks, and team operations

• Demonstrated ability to solve moderately complex problems and make sound decisions with limited oversight

• Experience leading workflow execution, capacity planning, prioritization, and service delivery

• Strong people leadership skills, including coaching, feedback, development, and team capability-building

• Ability to identify operational risks, assess trends, and communicate insights clearly to leadership

• Strong written and verbal communication skills, including the ability to deliver risk-based recommendations

• Experience improving processes, reinforcing quality standards, and maintaining strong controls in a team environment

The Team

The Due Diligence Investigations team delivers trusted risk intelligence that helps protect Fidelity, strengthen decisions, and create value across the organization. Through objective research and analysis, DDI helps business partners identify and manage risk across proposed and existing business relationships.

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 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.

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

We are looking for a Director, Engineering - AI Data Technology to lead engineering teams that deliver scalable data and AI capabilities supporting the Fidelity Wealth business. In this role, you will partner with business, product, architecture, data, and platform teams to turn Wealth priorities into secure, reliable solutions that help advisors work more effectively and improve customer experiences.

The Value You Deliver

Strategic Engineering Leadership:

• Provide engineering leadership across product, architecture, platform, and delivery teams, turning Fidelity Wealth priorities and advisor/customer needs into practical AI solutions.
• Stay current on trends in data management, AI engineering, and responsible AI delivery, and use that expertise to guide practical technology decisions.
• Set technical direction with Architecture and Platform Engineering teams, ensuring solutions meet expectations for security, scale, reuse, resiliency, observability, and high availability.

Engaging People Leadership:

• Set clear expectations for engineering excellence and help teams understand how their work connects to the broader technology and business strategy.
• Build and develop a strong organization by hiring thoughtfully, growing talent, supporting career development, and retaining the skills needed for current and future priorities.
• Partner with senior engineering leaders on the standards, resources, and direction needed for teams to deliver high-quality outcomes.

The Expertise and Skills You Bring

• Extensive people management and engineering leadership experience, with a proven ability to build, develop, and retain diverse, high-performing teams while fostering a culture of inclusion, experimentation, and continuous learning.
• Deep hands-on engineering background solving software engineering problems, including API development, data modeling, customer-facing applications, cloud-based solutions, and modern architecture patterns such as distributed, serverless, event-driven, and microservices.
• Experience using DevOps metrics to manage engineering performance, improve delivery practices, and advocate for continuous improvement that advances engineering excellence.
• Experience partnering with Product and Business stakeholders to translate strategy into a clear mission, measurable outcomes, and executable delivery plans.

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:

Principal Mainframe Software Engineer

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

The Role

Fidelity Investments Workplace Investing (WI) organization is seeking an experienced mainframe Software Engineer to join our Development team within Stock Plan Services (SPS) Technology tasked with making quality improvements to our equity compensation application. The selected candidate will provide technical leadership on a globally distributed team using a Mainframe technology stack. This role demands significant collaboration with members of various business and IT groups throughout the lifecycle of a typical problem or request.

The Expertise and Skills You Bring

The Expertise We’re Looking For

• Bachelor’s degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and five or more (10 plus) years of experience in the job offered or five or more (10 plus) years of experience as a technical lead in mainframe brokerage or stock plan services systems and application development.
• Or, alternatively, Master’s degree (or foreign education equivalent) in Computer Science, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and three (6) years of experience in the job offered or three (6) years of experience as a technical lead in mainframe brokerage and stock plan services systems and application development.

The Purpose of Your Role

Use business and technical knowledge to translate the vision for divisional initiatives into business solutions by developing complex stock plan services software applications on a mainframe platform running under a Z/OS environment.

The Skills You Bring

• Your Demonstrated Expertise ('DE') in defining, developing, and leading an interactive team to implement scalable application solutions
• Your DE in mainframe application development, automation, and support, utilizing COBOL, CICS, DB2, JCL, VSAM, MQ-Series, and SQL
• Your DE in mainframe performance tuning and capacity planning, including ways to reduce I/Os, CPU Time, MSUs, and MIPs, using Strobe, iStrobe, and Platinum Detector
• Your DE in mainframe application development including: file format and comparison using File-AID; version management using Endeavor; debugging and unit testing using Intertest and Abend-AID; and job scheduling using Control-M

The Value You Deliver

• Performing as a full stack engineer within an Agile team, including requirements gathering, development, and end-to-end testing
• Defining, developing, and leading interactive team to implement application level architecture, giving due consideration to application scalability and extensibility, and conformance to established standards
• Providing on-site and on-call support as needed and acting as a subject matter expert as part of a cross-functional crisis management team
• Developing applications on complex projects, components, and subsystems for the division
• Recommending development testing tools and methodologies and reviewing and validating test plans
• Resolving technical roadblocks involving multiple technologies and making recommendations and improvements to avoid them in the future
• Collaborating with multiple layers of management to share approaches, develop solutions, and improve capabilities throughout the organization
• Leading collaborative sessions and ceremonies with stakeholders and providing guidance and feedback to team members
• Being responsible for QA readiness of software deliverables
• Planning and conducting system testing
• Developing comprehensive documentation for multiple applications or subsystems
• Establishing full project life cycle plans for complex projects across multiple platforms
• Being responsible for meeting project goals on-time and on-budget
• Advising on risk assessment and risk management strategies for projects
• Planning and coordinating project schedules and assignments for multiple projects
• Acting as a primary liaison for business units to resolve various project/technology issues
• Providing technology solutions to daily issues and technical evaluation estimates on technology initiatives
• Performing independent and complex technical and functional analysis for multiple projects supporting several initiatives
• Developing original and creative technical solutions to on-going development efforts

The Team

This group develops applications and provides support on a mainframe environment, using COBOL, DB2, CICS, JCL, MQ-Series, SQL, and VSAM files. Analyzes and recommends changes in project development policies, procedures, standards, and strategies to development experts and management.

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:

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

The Role

Are you eager to provide clients with outstanding data-based solutions? In the role of a SPS Data Consultant, you will play a crucial role in providing high-quality, comprehensive, and efficient data quality solutions for our clients' benefit programs. Your expertise will drive solution efforts through meticulous project management and fostering a highly collaborative environment. Role experiences include:

• Supporting the implementation and ongoing servicing client lifecycle by leading a team of resources to provide timely and accurate completion of projects.

• Coordinating with clients to identify, validate, and recommend changes to process builds that improve data quality and ensure successful project outcomes.

• Leading project delivery, including understanding and communicating requirements to project support team, proactively monitoring progress of projects & budgets, addressing issues and making course corrections as needed to ensure attainment of goals within the scope of the project.

• Understanding analytical outcomes, prepare client friendly materials and communicate findings and next steps to internal and external partners.

• Working closely with internal partners to compose/obtain agreement on/develop processes that deliver coordinated results where expected.

• Building and maintaining successful relationships with clients, vendors, and internal partners.

• Balancing constant communication while delivering on responsibilities.

The Expertise and Skills You Bring

You bring a unique blend of resilience and initiative that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement.

• A bachelor's degree or equivalent experience

• Significant experience in Stock Plan administration

• 4-5 years in project management, Stock Plan administration, consulting, total benefits outsourcing administration, and/or new business implementation

• Outstanding project management skills

• Proven ability to manage various sized, client-facing program/project teams to successful completion.

The Team

The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. As a fast-growing business within Fidelity, we offer a broad range of services that span benefits building, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: https://www.fidelityworkplace.com/s/workplaceconsulting.

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 eager to provide clients with outstanding data-based solutions? In the role of a SPS Data Consultant, you will play a crucial role in providing high-quality, comprehensive, and efficient data quality solutions for our clients' benefit programs. Your expertise will drive solution efforts through meticulous project management and fostering a highly collaborative environment. Role experiences include:

• Supporting the implementation and ongoing servicing client lifecycle by leading a team of resources to provide timely and accurate completion of projects.

• Coordinating with clients to identify, validate, and recommend changes to process builds that improve data quality and ensure successful project outcomes.

• Leading project delivery, including understanding and communicating requirements to project support team, proactively monitoring progress of projects & budgets, addressing issues and making course corrections as needed to ensure attainment of goals within the scope of the project.

• Understanding analytical outcomes, prepare client friendly materials and communicate findings and next steps to internal and external partners.

• Working closely with internal partners to compose/obtain agreement on/develop processes that deliver coordinated results where expected.

• Building and maintaining successful relationships with clients, vendors, and internal partners.

• Balancing constant communication while delivering on responsibilities.

The Expertise and Skills You Bring

You bring a unique blend of resilience and initiative that enables you to thrive in fast-paced, ambiguous environments. A self-starter who takes ownership of challenges and opportunities alike, with a strong predisposition toward action and continuous improvement.

• A bachelor's degree or equivalent experience

• Significant experience in Stock Plan administration

• 4-5 years in project management, Stock Plan administration, consulting, total benefits outsourcing administration, and/or new business implementation

• Outstanding project management skills

• Proven ability to manage various sized, client-facing program/project teams to successful completion.

The Team

The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. As a fast-growing business within Fidelity, we offer a broad range of services that span benefits building, strategy, funding, communication, and delivery. Many of our team leaders bring experience from other leading consulting firms. While we primarily serve Fortune 1000 companies, we also work with Fidelity clients of all sizes ranging from Fortune 50 to tax-exempt market to Fortune 2000. For more information about Fidelity Workplace Consulting please visit this link: https://www.fidelityworkplace.com/s/workplaceconsulting.

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 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.

Summary

Fidelity Investments established a new Chicago-based lending team in 2021 to pursue private credit investing. Our leveraged finance platform targets middle-market private equity backed businesses seeking financing for LBO’s, acquisitions, dividends and other investments. We are looking for investor-minded, entrepreneurial, and accomplished candidates looking to join a growing team, gain significant experience and responsibility quickly, and help leverage the Fidelity name in this growing market.

The Role

Based in Chicago, this is an opportunity to join a team for the newly formed middle market direct lending strategy of Fidelity’s High Income & Alternatives group. This is a new important strategy for Fidelity where you will be a key member of the investment team. This individual will be responsible for supporting senior debt origination, underwriting and portfolio management capabilities within the broader direct lending group. This includes support of the firm’s effort to construct and lead high quality, diversified senior loan portfolios that exceed market risk-adjusted returns, and evaluation and execution of financing opportunities in a manner that balances strong credit disciplines with a positive customer relationship approach. Success in this role will require excellent work ethic, a self-starter mentality, and the ability to work independently, while also collaborating within a growing team.

Successful Vice Presidents/Associate Directors will be primary candidates for promotions as the team continues to grow.

Responsibilities

The Vice President/Associate Director will lead and actively contribute to all aspects of origination, due diligence, and relationship/portfolio management. These responsibilities include, but are not limited to:

• Leading underwriting processes, which includes analyzing and summarizing all due diligence materials related to the credit quality of businesses, specifically the analysis of the company’s historical and present financial condition, products and/or services, sales and marketing strategies, customer and supplier base, industry dynamics, competitive position, management team, and financial projections
• Actively communicate with investment bankers, company management and private equity sponsors
• Working with internal and external legal counsel regarding investment documentation
• Becoming a subject matter expert on key private credit strategies and an advocate for the firm
• Monitoring trends in the market and proposing solutions in response

Qualifications

We are seeking candidates who have the following characteristics:

• Bachelor’s Degree in a relevant field required, advanced degree a plus
• 6-10 years of experience in leverage finance, preferably with a top tier alternative lending platform
• Advanced financial modeling skills and comfort dealing with a variety of capital structures
• Leadership skills and ability to think strategically and creatively
• Ability to create compelling, thoughtful, and creative presentation materials
• Excellent written and oral communication skills
• Collaborative and proactive personality

The Group

Fidelity’s High Income & Alternatives division brings deep investment expertise across non-investment-grade corporate credit, emerging markets debt, and real estate debt. Our platform spans the full capital structure, offering investment solutions in high-yield bonds, leveraged loans, convertible securities, and equities, with capabilities across both public and private markets. In addition to our core offerings, we provide a range of specialized strategies, including tactical asset allocation, structured credit, and liquid alternatives arbitrage strategies.

Our division is distinguished by a fully integrated, highly experienced team that leverages Fidelity’s robust research platform and advanced risk management capabilities. Together, we focus on delivering innovative, adaptable investment solutions designed to meet the evolving needs of our clients and institutional partners.

#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:

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

The Role

As a Branch Intern, you play a key role in the client experience at a Fidelity Investor Center. Working alongside expert financial professionals, you will provide exceptional customer service, assist with a broad range of investment products and services, and gain valuable exposure to personal investing and financial planning. Throughout the internship, you will participate in significant work assignments built to strengthen your knowledge of the financial services industry while developing critical business, communication, and relationship-building skills. You will collaborate with team members to address business challenges, identify opportunities for process improvements, and bring fresh perspectives that help enhance both client and business outcomes. This role is ideal for students who thrive in a fast-paced, customer-focused environment and are interested in exploring a future career in financial planning or wealth management.

This is a 10-week, full-time summer internship running annually from June 7th, 2027 - August 13th 2027. This position is based on-site at the Investor Center location.

Through Fidelity's FIDTERN Program, interns will gain hands-on experience supporting business-critical initiatives while receiving ongoing coaching and mentorship from managers and branch professionals. In addition to daily tasks, interns will join professional development programs, networking events, and learning opportunities. These are built to support their career growth and deepen their understanding of Fidelity's business and culture.

The Expertise and Skills You Bring

• Undergraduate students in your junior year of college
• Interest in investing and wealth management
• Experience in customer service, retail, sales or banking
• Leadership experience and involvement in student organizations
• Professional demeanor & collaborative problem-solving skills
• Basic understanding of the current market, economy and economic trends
• Ability to promote customer loyalty while providing outstanding customer experience

The Team

The Branch Intern will join a collaborative, customer-focused team dedicated to helping individuals and families achieve their long-term financial goals. The Investor Center team partners closely to deliver personalized guidance, exceptional service, and innovative financial solutions to clients at every stage of their financial journey. Interns are fully integrated into the team and encouraged to contribute ideas, ask questions, and take an active role in supporting branch initiatives.

As part of Fidelity's broader intern community, you will have the opportunity to connect with fellow FIDTERNs and professionals across the organization through a variety of in-person and virtual experiences. The team values curiosity, collaboration, accountability, and continuous learning, creating an environment where interns can build meaningful relationships, expand their professional network, and gain firsthand insight into the culture and career opportunities available at 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 for this position

Staff Engineer

The Role

As a member of the technical leadership team, you will work with teams that compose and develop solutions. Your role includes championing innovation, driving standardization, and delivering modern technology patterns across the stack for our customers. This is a fast-paced technology group that adopts new technologies with focus on building innovative and cloud-native experiences, capabilities, and platforms in support of millions of customers who are seeking products that provide guaranteed income and/or protection. This role operates at the intersection of engineering, product, and design – driving technical strategy, elevating engineering standards, and ensuring seamless, performant and personalized user experiences. We are an emerging group in Fidelity with strong strategic financial backing.

The Skills and Expertise You Bring

• Deep understanding of life insurance digital ecosystems, including underwriting, compliance, and member facing experiences design across web and mobile channels.

• 10 years of hands-on experience as a full-stack engineer and/or solution architect.

• Experience leading the Lifecycle of multiple concurrent solutions through strong communication skills, interpersonal skills, engaging with multiple functions, business analysis, architecture definition, POC creation, presentation skills, influential ability, and an ability to make progress despite ambiguity.

• Proven experience in engineering large-scale web applications end-to-end, with a focus on customer experience, operational excellence, security, reliability, performance efficiency, and improving cost efficiency.

• Experience in designing, implementing, or maintaining systems that support Term Life Insurance operations such as policy administration, underwriting and claims processing is a plus.

• Proficient in Cloud Architecture, Services, and Patterns. Hands-on experience with Core AWS services is a must-have, e.g. Amazon VPC, DNS, ELB, CloudFront, API Gateway, IAM, EKS, Lambda, Step Functions, SQS, S3, RDS Oracle/PostgreSQL, DynamoDB, Secrets Manager, CloudFormation/Terraform, Event-Driven Architecture, Resiliency, etc.

• Proven expertise in Java, JavaScript/TypeScript, Angular, Spring, NodeJS/NestJS and microservices architecture with REST, Spring frameworks (or similar) are a must.

• Experience in DevSecOps, CI/CD automation (Jenkins Core and GitOps or equivalent experience preferred), and container orchestration (Kubernetes/EKS).

• Experience with event-driven and serverless architectures, API design, and integration patterns.

• Familiarity with AI/ML concepts is advantageous.

• Strong leadership, communication, and influencing skills with the ability to work across technical and non-technical teams.

• Agile development experience and a passion for continuous learning and innovation.

The Team

This Delivery team is part of Fidelity Insurance Group; focused on empowering customers and associates to thrive in a digital-first world through the creation of scalable business capabilities and platforms that support and power much of our Brokerage, Wealth and Workplace businesses.

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 Principal Systems Analyst, you will play a key role on a team and within Digital Platforms Technology. You will be encouraged to gain understanding of all the components of our web applications and will work with the members of the squad to deliver outstanding customer experience solutions. You will work closely with the Developers, Quality Assurance, and Architects to craft, build, test, and deliver the features that make up Fidelity’s Digital experiences.

The Expertise and Skills You Bring

• Experience collaborating in a team environment to develop, deploy, and support key applications and features.

• Strong analytical and problem-solving skills.

• Create and maintain technical documentation, system specifications, and user manuals.

• Hands on experience with database technologies such as SQL and Oracle.

• A proven understanding of the Agile software development methodology

• Excellent written and oral communication skills, allowing you to interview Business partners to understand project objectives, use cases and requirements.

• Strong analytical skills, enabling you to research, document and review existing systems and recommend designs for achieving requirements for self-contained projects within a larger program.

• Proficiency in assisting in the writing of user requirements and all the supporting documentation.

• Ability to diagram business processes and system workflows.

• Expertise in conveying technical concepts with internal customers, technical team members, and/or other technical contributors across the organization.

• Willingness to actively participate in defining project scope/backlog, while recommending solutions to project issues. Provide required technical support to Functional team (Product owners, BA) in client onboarding, technical analysis, API testing, etc.

• Desire to understand WS Digital Platforms’ web and mobile applications, while having the confidence to clearly communicate technical concepts to the internal partners inside and outside of the Scrum team.

• Ability to learn quickly, adapt and thrive to meet the needs of a fast-paced and evolving environment.

• Ability to provide support to Quality Assurance and Business partners throughout all testing phases, including participating in triaging system defects in production and non-production environments.

Your experience with the following will be a plus:

• Proficiency in programming languages such as Java, C#, Python, JavaScript, and SQL.

• Knowledge of front-end technologies like HTML, CSS, and frameworks such as Angular, React, or Vue.js.

• Knowledge of cloud computing platforms (e.g., AWS, Azure, Google Cloud) and related services.

• Ability to perform technical analysis of sophisticated Web application development concepts (Spring MVC, Spring Core, XML, CSS, etc.)

• Working understanding of QA automation

The Team

Fidelity's WI Digital team designs, develops, implements, and supports WS’s suite of Digital products and services. The Digital Platforms development team focuses on delivering innovative solutions which meet the needs of our customers. Our systems professionals thrive, with a steadfast dedication to innovation, which fosters a culture of continuous improvement and significant achievement. We see ourselves as a vital link to Fidelity's customers. This is a fast-paced group that is using ground-breaking technologies to build powerful tools and outstanding user experiences for our customers, using Java-based technologies.

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.

Job Title

Senior Systems Analyst, Fidelity Institutional Wealth Management Services

The Role

We are seeking a highly skilled and experienced Systems Analyst to join our dynamic team. In this role, you will partner closely with engineering, architecture, and product teams to analyze, document, and support scalable software solutions aligned within our organization. You will help translate business needs into clear technical requirements for current and future use cases.

Our ideal candidate is passionate about analyzing solutions and enabling teams to succeed! We are looking for a self-starter who works well with different collaborators including engineers, architects, UX, and product owners, and who thrives in an agile environment.

The Expertise and Skills You Bring

• Bachelor's or master's degree in computer science, computer engineering, information systems, or equivalent, with at least 5 years of Systems Analysis, or related experience.

• Strong understanding of modern technology application architectures and full-stack development concepts.

• Strong verbal and written communication skills, with the ability to understand and translate business logic into clear functional and technical requirements, with experience in an agile scrum environment.

• Experience writing technical requirements including Jira user stories, acceptance criteria, and supporting quarterly roadmap planning in collaboration with Engineering and business stakeholders.

• Strong attention to detail and analytical and problem-solving skills, with the ability to quickly learn and navigate complex systems end-to-end.

• Collaborative mindset with a customer-focused approach and the ability to articulate sprint-level value.

• Strong documentation skills, including user stories, workflows, and system diagrams.

• Proficient in analyzing developer documentation to understand system behavior, APIs, and technical workflows.

• Proven experience developing and maintaining comprehensive technical documentation in Confluence to support engineering and business stakeholders.

• Hands-on experience with data observability platforms such as Datadog and Splunk, as well as API tools like SwaggerHub, Bruno and/or Insomnia.

• Experience collaborating with developers on technologies including Angular, Spring Boot, RESTful APIs, AWS, Jenkins, and GitHub.

The Team

We are an enthusiastic group of technologists dedicated to making a difference! Creativity and innovation are at the heart of what we do. The technology we build influences across our organizations, and is truly impactful to others.

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

We are seeking an inquisitive, forward-thinking team member, passionate about instructional design and excited to collaborate on designing and building innovative new approaches to digital learning at Fidelity.

As a Learning Experience Designer, you will assist our talent programs and learning organizations in producing solutions that deliver on their business outcomes. These solutions are industry-leading learning experiences; This role leans heavily on skills in digital development to create the core of these experiences while also using more traditional learning modalities to build a rich and layered experience.

The Expertise and Skills You Bring

• Bachelor's degree with at least 2-5 years of relevant work experience in Learning Experience Design, User Experience Design, and/or Front-End Web Development
• Experience with graphic design and prototyping tools, such as Adobe Illustrator, Adobe Photoshop, Adobe XD or Figma
• Experience designing rich, interactive digital experiences and bringing them to life via HTML, CSS, and JavaScript
• Eagerness to innovate and think differently
• Ability to build and maintain relationships with diverse individuals and groups, both in person and virtually, in a constructive and collaborative manner
• Comfortable as a self-starter and able to act independently under general direction.
• In-depth knowledge and skills in instructional design and adult learning theory.
• Strong communication skills and demonstrated excellence in project management.
• Ability to lead, design and develop large-scale projects with tight time constraints.
• Advocating for user-centered design and outcome-based thinking.
• Designing, developing, and delivering learning experiences that improve performance.
• Striving to push the boundaries of learning capabilities through experimentation and exploration of new ideas.
• Collaborating with Business Leaders and Talent Product Owners on plans and strategy for large-scale initiatives and complex projects.

As part of the selection process, candidates will be required to submit relevant portfolio samples showcasing their learning experience design work.

The Team

As a member of the Enterprise Skills and Learning team, you will be at the center of Fidelity's initiatives to deliver modern learning experiences across the enterprise.

Your insight and ability to design and develop high-quality learning solutions on our digital platforms is essential to building impactful learning experiences at 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:

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:

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:

NOTE: Fidelity will not provide sponsorship for this position.

The Role

Bond Beacon is Fidelity’s award-winning proprietary Fixed Income trading platform. As a Support Associate on Fidelity Capital Market’s Fixed Income Sales team, you will support Custody and Clearing clients’ use of Bond Beacon. You will act as a Bond Beacon subject matter expert resolving trade issues and identifying areas for improvement.

• Advocating for FCM clients in conjunction with Bond Beacon Product and Technology teams to identify and develop improvements to the trading platform.
• Act as FCM customer’s main point of contact for facilitating cancels, corrections, trade breaks and order status with Bond Beacon contra parties
• Source street inventory based on client need and execute fixed income trades on their behalf, assuring that appropriate compliance checks and reporting configuration aligns with client’s needs.
• Familiarize clients with the features, functions, and trading capabilities of Bond Beacon

The Expertise and Skills You Bring

• Bachelor's Degree required
• Series 7 and 63 preferred (if not currently registered, such exams must be successfully passed within six months of hire)
• 3-5 years of brokerage industry experience, preferably in Fixed Income trading or back-office operations

• A demonstrated ability to multi-task and assist multiple distribution channels in a fast-paced trading floor environment
• Capacity for effective client communication - phone and electronic
• A proactive and analytical mindset, working collaboratively with sales team and clients.
• Comfort and proficiency with technology

The Team

The Bond Beacon Client Support group collaborates with the Beacon Product team, FCM Trading & Operations & ECN counterparties to support client use of the Bond Beacon platform, providing trading and organizational support in a fast-paced team-oriented environment.

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

Bond Beacon is Fidelity’s award-winning proprietary Fixed Income trading platform. As a Support Associate on Fidelity Capital Market’s Fixed Income Sales team, you will support Custody and Clearing clients’ use of Bond Beacon. You will act as a Bond Beacon subject matter expert resolving trade issues and identifying areas for improvement.

• Advocating for FCM clients in conjunction with Bond Beacon Product and Technology teams to identify and develop improvements to the trading platform.
• Act as FCM customer’s main point of contact for facilitating cancels, corrections, trade breaks and order status with Bond Beacon contra parties
• Source street inventory based on client need and execute fixed income trades on their behalf, assuring that appropriate compliance checks and reporting configuration aligns with client’s needs.
• Familiarize clients with the features, functions, and trading capabilities of Bond Beacon

The Expertise and Skills You Bring

• Bachelor's Degree required
• Series 7 and 63 preferred (if not currently registered, such exams must be successfully passed within six months of hire)
• 3-5 years of brokerage industry experience, preferably in Fixed Income trading or back-office operations

• A demonstrated ability to multi-task and assist multiple distribution channels in a fast-paced trading floor environment
• Capacity for effective client communication - phone and electronic
• A proactive and analytical mindset, working collaboratively with sales team and clients.
• Comfort and proficiency with technology

The Team

The Bond Beacon Client Support group collaborates with the Beacon Product team, FCM Trading & Operations & ECN counterparties to support client use of the Bond Beacon platform, providing trading and organizational support in a fast-paced team-oriented environment.

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:

Principal Full Stack Engineer – AI Technology

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

We are looking for an experienced Principal Full Stack Engineer to build scalable AI capabilities for Fidelity Wealth. In this role, you will partner with business, product, architecture, data, and platform teams to turn Wealth priorities into secure, reliable solutions that help advisors work more effectively and improve customer experiences.

The Expertise You Bring

• Strong technical judgment and the ability to navigate evolving technology landscapes.
• A builder mindset, with experience turning ideas into working prototypes and production-ready solutions.
• Curiosity, initiative, and a willingness to challenge assumptions and ask thoughtful questions.
• Experience with modern programming languages, frameworks, algorithms, data structures, and design patterns.
• A test-first approach and commitment to quality engineering practices.
• Clear communication skills and the technical depth to lead meaningful design discussions.
• A track record of mentoring engineers, owning issues, and delivering end-to-end solutions.

The Skills You Bring

• Bachelor’s degree or equivalent experience with 8 plus years of software engineering experience, or a master’s degree with 6 plus years of experience.
• Strong understanding of software architecture and design patterns for scalable, resilient systems.
• Proven experience with at least one modern language, such as Python, Node.js, or Java.
• Hands-on experience with cloud platforms such as AWS, Azure, or Google Cloud.
• Experience using GenAI tools such as GitHub Copilot, Gemini, or Claude.
• Strong problem-solving skills, sound judgment, and a growth mindset.
• Ability to collaborate effectively, embrace feedback, and deliver on commitments.

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

AML Investigators are responsible for providing sophisticated financial analysis, investigating incidents of possible money laundering; terrorist financing; insider trading; securities fraud; market manipulation; suspected theft or embezzlement and customer fraud.

The Expertise and Skills You Bring

• College degree and/or 8 – 10 years' work experience in a relevant field.

• 2+ years of experience in the financial services industry.

• Previous Risk Management/Compliance/Anti-Money Laundering experience a plus.

• Detailed knowledge of brokerage operations.

• FINRA Series 7 preferred.

• Working knowledge of Fidelity systems a plus.

• An understanding of the financial services industry and its corresponding products.

• Proven interpersonal skills; ability to work well in a small, collaborative team, while also communicating and interacting with senior executives.

• Strong communications skills (both written and oral).

• Familiar with AML laws and regulations.

• Require minimal direction and supervision as there will be a significant level of decision making.

• Investigating and identifying incidents of possible suspicious activity.

• Protecting Fidelity and its customers.

• Ensuring Fidelity is fulfilling its regulatory requirements with regards to AML.

• Supporting AMLO efforts in order to maintain an effective AML Program.

The Team

The Financial Intelligence Unit (FIU) is a division of Fidelity’s Global Security and Investigations group that strives to protect Fidelity’s businesses, clients, customers and reputation by providing effective and timely analytical and investigative services.

AML Investigations is a specialized group within FIU, responsible for investigating cases of suspicious activity and when necessary, filing Suspicious Activity Reports (SARs) with FinCEN (Financial Crimes Enforcement Network) a bureau of the US Treasury, whose mission is to safeguard the financial system through the collection, analysis, and dissemination of financial intelligence. The unit maintains key business partner relationships with Fidelity’s Anti-Money Laundering Office (AMLO) and Compliance as well as with regulatory entities and various law enforcement agencies.

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:

Quant Developer – AI / KDB / Python

Note: Fidelity will not provide immigration sponsorship for this position

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 immigration sponsorship for this position.

The Role

Do you enjoy working with data and uncovering insights that lead to actions? The Senior Manager, Data Analytics and Insights role is instrumental in harnessing the power of data to provide valuable insight into associate behaviors regarding the use of workspace and amenities. These insights are developed using sophisticated data analytics and timely reporting, underpinned by accurate data. The objective of your work is to partner across the organization in developing the tools and supporting data infrastructure to meet reporting and analytics capability demands.

You will partner across the Real Estate organization to deliver insights into business performance and to develop predictive analytics that inform strategic decision‑making. You will collaborate with business leaders, technology partners, and data teams to advance our analytics strategy. This includes contributing to data governance routines and ensuring the availability of trusted, timely data that enhances consistency, execution, and decision quality across the enterprise.

​

The Expertise and Skills You Bring

• 5 years of experience in Data Analytics, Finance, or similar analytical roles
• Bachelor’s degree required; Master’s degree preferred
• Demonstrated experience in data analytics, data visualization, and data preparation using tools such as Tableau, Power BI, Alteryx
• Experience with Snowflake and Alation strongly preferred
• Working knowledge of SQL and core database concepts
• Strong project management skills with experience coordinating multiple workstreams and stakeholders
• Experience presenting insights to peers, managers, and executives
• Interest in or exposure to AI, predictive analytics, and machine learning concepts
• A passion for working with large and diverse data sets
• Ability to translate data into concise, tailored insights that drive clear actions
• Curiosity and comfort experimenting with new tools and approaches
• A continuous improvement mindset, always seeking more effective ways to leverage data
• A commitment to building solutions that balance quality, scalability, and speed
• A pragmatic approach — knowing when to prioritize pace over perfection and when precision matters

The Team

Fidelity Real Estate Company is the corporate real estate division of Fidelity Investments, offering a full range of services to Fidelity business units nationally and internationally. Our philosophy is customer centric-everything we do focuses on delivering solutions that meet or exceed the needs of our customers at all levels. We manage more than 11 million square feet of space in the United States and overseas, including thirteen North American and six international locations, multiple data centers, and more than 200 retail investor centers.

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:

Title: Manager, Grant Operations

Company and Dept: Fidelity Charitable, Service Delivery

Location: One Destiny Way, Westlake TX

Grade: 5

The Fidelity Charitable Gift Fund (www.fidelitycharitable.org) an independent 501(c)(3) public charity that coordinates donor-advised funds which are charitable giving vehicles that provide donors with immediate tax benefits and the ability to support their favorite charities on a flexible timetable. Since 1991, the Gift Fund has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals.

Note: Fidelity is not providing immigration sponsorship for this position

Position Description

The Manager for Grant Operations will oversee one of two Core Grant Operations team. The manager will review and audit high dollar grant recommendations of our Donors and Advisors, while providing oversight of manager queues, and assist with the day-to-day operations of the Core Grant Operation’s team. The Manager will be part of a highly motivated, fast-paced, collaborative environment and will help lead the team in work organization, risk management, and the achievement of desired key performance metrics, service level agreements and business results. The Manager will support daily, weekly, and monthly tasks regarding workflow oversight, associate coaching, problem resolution, and new hire onboarding. The Manager will be responsible for vendor oversight, working with key business partners on creating new or revamping existing program offerings to execute philanthropic goals. The Manager will need to assess and evaluate complex requests to determine scalability, risk exposure, and profitability to the business. The Manager will work closely with our Legal, Risk and Compliance team to evaluate complex requests to recommend grant and or charity approvability. These decisions impact if and how our donors can grant funds to certain flagged charities.

The Value You Deliver

• Lead daily work distribution to Core Grant Operations team associates

• Monitor aged premium work items/queues and follow up to ensure timely transaction processing

• Assist the operations management and Philanthropic Relationship Management team with the timely completion of team and departmental projects

• Assist in developing resource requirements, planning, and hiring in preparation for Giving Season

• Oversee new associate onboarding specifically with access and ensure training is scheduled

• Identify process efficiencies and/or technology enhancements to

The Expertise You Have

• Bachelor’s degree and demonstrated ability in service operations

• 2+ years of leadership experience

• Workflow Management

The Skills You Bring

• Outstanding interpersonal, planning, and time leadership skills

• Demonstrates problem-solving skills

• Effective verbal and written communication skills

• Shown experience identifying and mitigating areas of risk

• Proven track record to lead and mentor associates in a dynamically changing environment

• Strong discernment and analytical skills

• Strong attention to detail

• Ability to work under pressure and tight deadlines

Leadership

The Manager should be comfortable providing direction to the team but also flexible enough to gather insight from the team to align and ensure buy-in. They should help to create an environment oriented to trust, open communication, creative thinking, and cohesive team effort. They should help to motivate and inspire the team while setting a good example and keeping their behaviors consistent with their words.

Must be able to meet overtime commitments

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

Reporting to the Tax Director, this position is a key contributor to the Corporate Tax department, specifically to the International Tax Compliance function. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment, then this is an opportunity you should consider.

The Expertise and Skills You Bring

• 3-5+ years of corporate tax experience in Big 4 public accounting or combination of public accounting and in-house corporate tax reporting
• Bachelor’s degree in Accounting or Business; Master’s in taxation and/or CPA preferred
• Strong knowledge in U.S. corporate consolidated tax compliance and reporting requirements
• Strong working knowledge of tax software systems (Corptax preferred) and proficiency in Microsoft Office Tools
• Working knowledge in tax accounting and provision processes
• Working knowledge in U.S. foreign reporting including foreign source income, foreign tax credit calculations, foreign local tax compliance and Pillar II reporting is a plus
• Highly collaborative tax professional with experience working across all tax and accounting functions with a track record of increasing responsibility and adding value at all levels
• Experience working in the financial services industry is a plus

The Team

The Fidelity Corporate Tax department is a fast-paced, team-focused, and dynamic environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax group, you will be joining a group of professionals who always look for ways to provide high-quality tax services and continuously develop efficient processes.

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:

VP, DATA SCIENCE - GenAI Technology

Note: Fidelity will not provide immigration sponsorship for this position

The Role

This is an individual contributor data science (with a focus on GenAI) role. The Applied GenAI Technology team within Fidelity's Asset Management Technology is looking for a motivated data scientist with proven experience in GenAI-related projects, machine learning, and data science. In this role, the individual leads GenAI projects with diverse scope and complex business and technical challenges. Coordinates with senior business and technology partners to develop solutions to the most complex business analytical needs. Oversees end-to-end process to push code from research to production. Delivers results with clear and measurable impact to the business. Consults with senior business and technology partners to identify priorities and establish analytic goals, as well as form alignment on next steps. Executes on direction for data identification, collection and qualification activities. Presents reports and findings to senior technical and non-technical audiences. Enjoys collaboration and revels in working as part of a team to solve deep applied problems. Able to execute on multiple initiatives in parallel. Plays an active mentorship role to others in the team.

You will have:

• PhD or Master's in Data Science, Computer Science, Statistics, Physics, or Finance (with a background in Statistics), with 7 plus years of industrial experience.
• Experience working with LLMs for solving data science problems, information retrieval applications, clustering, and coding; emphasis on putting (or working with) LLM-based applications in production
• Experience working and closely collaborating with an Engineering team, sharing best development practices under a common goal of shipping reliable software
• Deep expertise in Python, as well as data-centric techniques including engineering principles for building efficient inference tools
• Experience taking an application from research to production and realizing measurable value from it to the team or firm
• Ability to work on and drive progress for multiple projects or initiatives at the same time
• Experience guiding business on identifying AI/ML use cases and optimally contributing to brainstorming sessions or consulting sessions
• Desires to create a climate that values and rewards contributions, drive, ownership, initiative, and achievement of results
• Excellent planning, project management, communication, leadership, and research skills
• Experience communicating results to business stakeholders with a focus on clear, concise, and understandable delivery including conveying statistical findings through data visualizations
• Enthusiasm for learning new skills and domains, including applying state-of-the-art ML research and LLMs to real-world data challenges

The Team

We are a GenAI technology team within the Quantitative Research and Investment Technology division in the Asset Management vertical. We partner with investment professionals, portfolio managers, analysts, quants, traders, and other technology teams to build AI/ML and LLM-based solutions that provide insight and drive measurable value. We focus on applied problems that can be taken from the exploratory phase all the way to production. We enjoy learning new skills and appreciate the challenges that come from working with state of the art AI models in a rapidly evolving space.

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 Fidelity Institutional (FI) Product & Advisory Solutions Finance team supports the FundsNetwork (FNW) platform, as well as FI’s Wealth Advisory Managed Solutions (WAMS) and the FI and Asset Management Marketing organizations as they deliver solutions and insights to our Institutional and Intermediary clients to help them better serve their customers. The team’s portfolio includes a breadth of products and services, spanning Fidelity and 3rd party investment products, marketing and thought leadership, brokerage and banking solutions, and managed account products and platforms. In addition, the FundsNetwork team manages relationships with over 700 asset managers whose investment products are distributed through Fidelity’s Institutional, Retail, and Workplace channels.

Our finance team plays a pivotal role in defining, executing, and ensuring the success of the products and services that comprise FI’s and FNW’s future-ready revenue model.

The Purpose of Your Role

Managing a team of three associates, your role is to lead finance’s support of the WAMS organization, which owns FI’s Custom SMA and Custom Model Portfolio products, the FMAX managed account platform, and a suite of Portfolio Construction tools and services offered to financial intermediaries. The finance team’s core functions include performing financial analyses, supporting client/product pricing decisions, developing and delivering financial reporting, and leading budgeting and multi-year planning efforts. Success will require building strong relationships with leaders in the WAMS organization and other business partners across FI, developing, supporting, and enabling your team to deliver high-value work to our various stakeholders, and leaning into the complex and evolving world of managed investment solutions with intellectual curiosity, independent thinking, confidence, and a strong work ethic.

The Expertise You Have

· A bachelor’s degree in finance, accounting, economics, or equivalent training

· 8+ years of relevant work experience; people-management experience preferred

· Proficiency with MS Excel and PowerPoint; experience with Power BI and/or Tableau a plus

The Skills You Bring

· Strong analytical and strategic thinking

· Strong financial modeling skills

· Solid communication skills and confidence interacting with various levels within the organization

· Ability to organize and effectively manage multiple projects simultaneously

· Ability to lead and develop a team of associates to drive value for our business partners

· Ability to handle ambiguity and work under pressure in a dynamic environment

· Intellectual curiosity and ability to ask questions in a variety of settings

The Value You Deliver

• Advise and consult with leaders across the WAMS organization on economic implications of decisions such as investments in new products and enhancements and product pricing strategy
• Organize, prioritize, and set expectations with partners regarding finance projects and deliverables
• Provide ongoing insight into the performance of FI and Enterprise initiatives such as FMAX, Model Portfolios, SMAs, and Portfolio Construction
• Lead multiple client / product pricing processes to support FI’s growth while maintaining strong ROI
• Work effectively across the organization to accomplish our objectives

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 Audit Senior Analyst

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 Senior Analyst 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.

• 3-5 years of external and internal audit or related experience, preferably in financial services.

• Developing knowledge of audit practices, tools, techniques, concepts, and trends

• Team player who takes initiative and works constructively with others to achieve team goals.

• Ability to work on multiple tasks and manage priorities and workload.

• Strong problem solving and analytical skills.

• Commitment to 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

The Audit Senior Analyst will be responsible for performing business and/or integrated audits in support of Fidelity’s businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to:

• Works with business and technology management to build an understanding of complex functions.

• Workflows end-to-end business processes and supporting technologies, highlighting risks and controls embedded throughout the function.

• Leverages audit automation tools in the evaluation of business operations and systems.

• Performs audit test work including organizing and analyzing data, testing controls and documenting results.

• Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies.

• Draft audit reports that provide a clear description of issues identified, related implications to the business or enterprise as a whole and management action plans to resolve the issues.

• Builds deep working relationships with audit teams and 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 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 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.

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:

VP, Data Solutions, Retail Analytics Data Platform

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

Fidelity Wealth is seeking a VP, Data Solutions to lead the Data Solutions function for the Retail Analytics Data Platform, a critical data capability serving Fidelity’s Retail business at significant scale. This leader will shape the product strategy, customer engagement model, and roadmap priorities that help analytics teams access, understand, and use trusted data at scale. You will lead a team responsible for translating evolving analytics needs into clear platform priorities and scalable, high-value data capabilities.

The Value You Deliver

Data Solutions Leadership:

• Translate analytics needs across Fidelity’s Retail businesses into a clear, prioritized roadmap that balances customer value, platform strategy, and delivery feasibility.
• Establish the engagement, intake, and prioritization model for analytics customers and consumers, ensuring demand is understood, and sequenced against the highest-value outcomes.
• Define goals, success measures, adoption indicators, and platform priorities that connect roadmap decisions to measurable customer and business impact.
• Partner with analytics, data governance, engineering, and architecture teams to align product priorities, delivery feasibility, platform support, and sequencing decisions.
• Promote a platform mindset by advancing scale, reuse, data discoverability, usability, consistency, and speed to insight for the analytics community.

Customer Engagement and Team Leadership:

• Serve as a trusted advisor to analytics leaders, business partners, and internal customers, helping them understand platform capabilities, clarify emerging needs, and make informed roadmap tradeoffs.
• Lead, coach, and develop a Data Solutions team responsible for customer engagement, roadmap management, and intake operations.
• Foster a collaborative, inclusive culture that supports learning, continuous improvement, and practical innovation.

The Expertise and Skills You Bring

• 10 plus years of leadership experience in data product management, analytics platforms, or technology product management supporting business-facing analytics platforms.
• Practical product judgment developed through experience with large-scale data or analytics platforms.
• Fluency in data quality, privacy, security, compliance, and governance practices, and how they shape responsible, scalable data platform capabilities.
• Executive communication and prioritization skills, with the ability to make complex tradeoffs clear and drive decisions across senior stakeholders.
• Ability to lead teams through ambiguity, establish clear operating rhythms, and build alignment across product, data, and technology functions.

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.

Director, Tax

This individual will be joining the Corporate Tax team in Denver, responsible for supporting the State and Local Income Tax function, including compliance, controversy and planning. If you are a highly motivated tax professional looking to join a growing, high caliber team environment then this is an opportunity for you.

The Role

This Director-level position will manage key aspects of the Company's multistate income tax function and serve as a strategic advisor on state tax matters impacting the organization. The role will partner closely with federal tax, accounting, legal, government affairs, and external advisors to ensure effective management of state income tax compliance, reporting, planning, and controversy activities.

The Expertise and Skills You Bring

• Minimum of 10-12 plus years of state and local income tax experience, including significant experience leading complex multistate corporate income tax functions within a large corporate environment. Financial services industry experience is a plus.

• Bachelor’s degree in Accounting or Business; Masters in Taxation/CPA and/or JD preferred.

• Leverage deep technical expertise in state income tax compliance, reporting, planning, and controversy management.
• Analyze and advise on sourcing, apportionment, nexus, state modifications, and the impact of evolving state tax laws on complex corporate structures.
• Develop and implement strategic state tax planning initiatives in response to legislative, regulatory, and judicial developments.
• Lead state tax audits, examinations, appeals, and other controversy matters with taxing authorities.
• Communicate complex tax concepts effectively to executives, business leaders, and tax professionals.
• Lead, coach, and develop high-performing teams while fostering collaboration and professional growth.
• Apply strong analytical, research, and problem-solving skills to resolve complex multistate tax issues and deliver practical business solutions.
• Prepare clear and concise technical memoranda, audit responses, and executive-level presentations.
• Manage multiple priorities and lead cross-functional initiatives in a fast-paced environment.
• Build strong partnerships across tax, finance, legal, and business teams to achieve strategic objectives.

The Team

The Fidelity tax department is a fast-paced, team-focused, and dynamic work environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax group, you will be joining a group of professionals who consistently look for ways to provide high quality tax services and continues to develop efficient processes.

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

This individual will be part of a dynamic team supporting Prime, Custody and Family Office clients as well as the Fidelity Capital Markets organization. The role requires a heavy emphasis on trading and related activities across all asset classes including equities, ETFs, options, and fixed income products. This role requires close coordination with other trading desks, risk, compliance, and operations. A high degree of accuracy, market awareness, communication skills, and a commitment to delivering a superior client trading experience are essential.

Client Coverage and Relationship Management

• Serve as the primary point of contact for family offices, RIA’s and Prime clients on trading and operational matters across all asset classes including equities, ETFs, options, and fixed income.
• Maintain strong, trusted relationships with internal trading desks, risk teams, and external market participants.

Trading Support and Daily Operations

• Demonstrated understanding of markets, trading, and liquidity characteristics across equities, ETFs, options, and fixed income.
• Oversee daily trade‑related support including order inquiries, execution status, trade adjustments, position breaks, and settlement issues.

Margin, Risk and Controls

• Ability to analyze client activity, margin usage, and risk exposures
• Monitor, track, and coordinate resolution of margin calls driven by market activity across multiple products.
• Communicate risk events, low-cash conditions, or collateral shortfalls proactively to clients and internal risk teams.

The Expertise and Skills You Bring

• Series 7, 57, and 63 licenses required
• Bachelor’s degree in Finance, Accounting, or Economics
• 4-7+ years of financial industry experience
• Brokerage or trading experience strongly preferred
• Proven ability to communicate effectively at all organizational levels
• Collaborative, team‑oriented, and proactive
• Highly self‑motivated with strong work ethics
• Ability to balance and prioritize multiple tasks under tight deadlines

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. FCM 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:

The Regional Vice Presidents recently held a virtual information session. During this meeting, the RVPs shared the responsibilities of the positions, strategic objectives as well as key qualifications needed for the roles. If you are interested in learning more about these opportunities, please feel free to watch the recorded Webinar using the following link: https://fidvid.fmr.com/app/watch?v=40UacWz5mC6aI2wEyu0yD

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.

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: Vice President, Service Delivery Team Lead (VP Team Lead)

Note: Fidelity will not provide immigration sponsorship for this position

The Role

The Vice President, Service Delivery Team Lead (VP Team Lead) has overall accountability and leadership of service integration for Workplace Investing Strategic Market institutional client relationships. This position requires maintaining oversight of Vice President level Service Delivery Leaders (SDL) and Integrated Service Consultants (ISC).

The VP Team Lead is responsible for driving overall integration to maximize business results. Focus areas include client retention and loyalty, project execution, and relationship risk mitigation strategies. Additional management duties include associate development, performance evaluation, compensation planning and hiring. The VP Team Lead is also a Supervisory Principal responsible for compliance oversight of all registered representative direct reports.

The Expertise and Skills You Bring

• Communicating internally to ensure Work/Demand plan is established.
• Build competencies in associates to deliver outstanding results that benefit clients and Fidelity Investments.
• Work closely with each unique associate to identify strengths and opportunities while leveraging best practices of existing talent.
• Coach and mentor direct reports to provide continued career development and evaluate performance.
• Coach and mentor service team members to provide continued career development and enhanced client outcomes and provide leadership to create an empowered culture.
• Proactively cultivate relationships with desired feeder organizations (internal and external) to produce and maintain a talent pipeline.
• Ensure that team is compliant with all appropriate rules and regulations. For example: review customer correspondence, licensing, sales literature, and client presentations.
• Support Managing Directors and SDLs in the development of Client business Plan/Strategy.
• Acting as Client advocate internally.
• Representing Fidelity Relationship Management Leadership at Client and internally
• Client Senior Management escalation point for multi-product service issues or second escalation for single product service issues.
• Partnering with Functional Business Unit Heads to drive margin improvement and process efficiencies.
• Participate in organizational project/initiatives that as TL we join to represent the RM Services Organization.
• College degree required
• MBA or other advanced degree preferred.
• Institutional client management and growth experience required.
• Minimum of 5 years management experience required.
• Complete series 7, 24 & 63 exams within 120 days of hire.
• Strong demonstrated negotiation skills spanning complex financial and service delivery related topics, both internal and client facing.
• Proven ability to navigate and influence executive level business leaders, both internal and client facing across multiple functions and businesses.
• Ability to manage multiple, sometimes conflicting priorities, balancing the needs of the client and the organization.
• Proven leadership, coaching, and career developments skills with a tenured team of professionals
• Demonstrated consultative sales skills.
• Expert presentation, meeting management, and communication skills.

The Team

The VP Team Lead is responsible for overseeing a portfolio of multi-product client relationships including the following services: Defined Contribution, Defined Benefit, Equity Compensation, Health Savings Accounts, Managed Accounts, Health & Welfare, Self-Directed Brokerage, and Benefits Consulting.

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 administrative staff at Fidelity plays a vital role in the company's success, and the individuals serving in these positions are recognized by their colleagues as key members of the team. Excellent communication and organizational skills will be constantly put to the test, as will the ability to balance multiple tasks simultaneously, work through unknowns while working in a dynamic, fast-paced business environment.

The Role:

Provide advanced and diverse administrative support within the Brokerage Client Services organization. This support will include:

• Provide all aspects of support (e.g., proactive calendar management, meeting coordination, trouble shooting of conflicts and potential obstacles, domestic and international travel planning and expense reporting) for multiple executives and investment professionals

• Manage daily workflow of expected and unexpected requests and commitments to ensure accuracy, efficiency and timeliness
• Communicate on behalf of all levels of leadership both internally and externally

• Develop and maintain working relationships across business units to facilitate efficiency and problem solving
• Engage with team members to advance best practices and cross-train on new and existing tools
• Purchase supplies for the business, events, and associates
• Prepare and plan for events, both onsite and offsite- including site wide event planning, quarterly team offsites and meeting coordination

• Driving culture and community by coordinating group-related activities and events

The Expertise and Skills You Bring:

This position requires an experienced administrative assistant who demonstrates professionalism, maturity, enthusiasm, initiative and a high level of energy.

• 3 plus years of executive administrative experience preferred.
• Strong organizational, time-management, prioritization and project management skills. Ability to successfully build relationships and interact positively and effectively across multiple levels. Excellent written and verbal communication skills. Focus on accuracy and attention to detail.
• Collaboration, creativity, flexibility, and teamwork in scheduling meetings

• Experience in managing sensitive and confidential information

• Initiative and follow through to identify and resolve potential obstacles or conflicts and provide immediate resolution and/or alternatives
• Strong Microsoft Outlook, Word, PowerPoint, Excel and MS Teams skills
• The ability to lift and move 50lbs
• A flexible teammate, willing to get involved and assist the work of the larger team across a variety of other duties, including backing-up peers
• A bachelor’s degree preferred or related work experience

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 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

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

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 is not providing immigration sponsorship for this position

The Role

Do you like to tackle problems and feel the need to constantly challenge yourself? Are you looking for a role where you have latitude to think differently and are encouraged to be constantly innovating? Do you enjoy math and Excel, and do you have the drive to be consistently improving to help participants?

Under minimal supervision, the Senior Pension Administrator will be responsible for accurate and timely processing of moderate to high complexity calculations and/or transactions in a multi-client environment. They learn to execute employee information and financial transactions on several Fidelity systems within each client’s respective database. The Senior Pension Administrator interacts with many different groups within Fidelity and is a key contributor to the team environment and overall effective services provided to Fidelity’s client base.

This role will use Defined Benefit specific and client specific procedures when researching and processing calculations to ensure accuracy and timeliness of all work. Major responsibilities include:

• Play an integral role servicing existing and new clients in defined benefit retirement plan administration, including a full range of administrative and operational support services to a variety of defined benefit clients and plan participants in a fast paced and time critical environment
• Process various types of calculations and disbursement set ups, meeting timeliness and accuracy standards
• Review and triage all participant requests to determine correct resolution and routing. Manage and monitor workflows
• Interpret plan rules to ensure correct calculations and disbursements. Build calculation tools.
• Analyze and process transactions to ensure proper quality standards for calculations, disbursements and data updates
• Contact participants to explain calculations or resolve participant/client related issues. This could be by phone or letters and forms
• Support external client and internal audit requests by providing requested documentation, conducting research and answering questions as a client and plan expert
• Manually calculate and review pension benefits for plan participants
• Support the monthly testing of various systems upgrades and releases
• Participate in special departmental projects

The Expertise and Skills You Bring

• Bachelor’s Degree (Mathematics, Finance or Business preferred) or equivalent work experience
• Defined Benefit knowledge and experience is a plus, but not required. Associates will be given training on DB and calculations which will be required to be successful in the role.
• Strong math, analytical and intuitive skills. Ability to build calculation tools
• Motivated and committed to precision; positivity and “can do” work ethic
• You're a great teammate, and meet individual timeliness and accuracy goals
• Ability to adapt to an evolving environment
• Strong organizational skills and attention to detail
• High integrity and discretion to ensure the confidentiality of sensitive client data
• Demonstrate initiative in solving problems and implementing solutions
• Ability to work independently
• Strong PC Software skills (i.e. Excel, Outlook, and Word)
• Strong communications skills

The Team

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.

You will have the ability to lead many of the Strategic Initiatives throughout the DB Organization. Your decision making and ability to influence will be a major driver behind meeting the Intermediate and Long-Term Goals of the organization. You'll have the opportunity to Inspire Change and the expectation to be a key catalyst in how our organization meets the evolving needs of Our Participants and 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

This is an individual contributor applied GenAI engineer/data science (with a focus on GenAI) role. The GenAI Technology team within Fidelity's Asset Management Technology is looking for a motivated applied GenAI engineer/data scientist with proven experience in machine learning, GenAI-related projects, application building and data science. In this role, the individual leads machine learning projects with diverse scope and complex business and technical challenges. Coordinates with senior business and technology partners to develop solutions to the most complex business analytical needs. Oversees end-to-end process to push code from research to production. Delivers results with clear and measurable impact to the business. Consults with senior business and technology partners to identify priorities and establish analytic goals. Executes on direction for data identification, collection and qualification activities. Presents reports and findings to senior technical and non-technical audiences. Enjoys collaboration and revels in working as part of a team to solve deep applied problems.

You will have:

· PhD or Master's in Data Science, Computer Science, Statistics, Physics, or Finance (with a background in Statistics), with 4 years plus of industrial experience.

· Experience working with LLMs for solving data science problems, information retrieval applications, clustering, and coding

· Deep expertise in Python, as well as data-centric techniques including engineering principles for building efficient inference tools

· Experience taking an application from research to production and realizing measurable value from it to the team or firm

· Ability to work on and drive progress for multiple projects at the same time

· Experience guiding business on identifying AI/ML use cases and optimally contributing to brainstorming sessions

· Desires to create a climate that values and rewards contributions, drive, ownership, initiative, and achievement of results

· Excellent planning, project management, leadership, and research skills

· Experience communicating results to business stakeholders with a focus on clear, concise, and understandable delivery including conveying statistical findings through data visualizations

· Enthusiasm for learning new skills and domains, including applying state-of-the-art ML research and LLMs to real-world data challenges

The Team

We are a GenAI technology team within the Quantitative Research and Investment Technology division in the Asset Management vertical. We partner with investment professionals, portfolio managers, analysts, quants, traders, and other technology teams to build AI/ML solutions that provide insight and drive measurable value. We focus on applied problems that can be taken from research to production. We enjoy learning new skills and appreciate the challenges that come from working with state of the art AI models.

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 Wealth Planner, your expertise drives meaningful, long-term relationships with clients seeking tailored financial guidance. You serve as a trusted adviser, counselor, and coach to clients with significant wealth and complexity, helping them grow, manage, and protect their assets. You partner with clients to develop personalized, comprehensive financial roadmaps and deliver integrated wealth planning and investment strategies aligned with their goals today, tomorrow, and across generations. Using sophisticated planning tools, you implement solutions that support key life events, wealth transfer decisions, and multigenerational planning needs. Through a high-touch planning experience, you build client dedication, increase share of wallet, generate referrals, and collaborate with peers to strengthen a culture of planning.

The Expertise and Skills You Bring

• Bachelor’s Degree highly preferred
• CFP highly preferred
• Active FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
• 5+ years industry experience in financial services or a related field, 10+ years preferred
• 3-5 years of financial planning experience, 5+ years preferred
• Strong understanding of behavioral economics and family dynamics
• Outstanding relationship-building skills with collaborative attitude
• Proven track record of client satisfaction (high Net Promoter Score)
• Deep understanding of investment theory, markets, and products
• Success in fast paced environment
• Experience developing, delivering, and executing comprehensive wealth management strategies including investment management, retirement, tax, and protection planning

The Team

Fidelity’s greatest advantage is its people, and we believe in supporting associates both professionally and personally through a competitive total rewards package, comprehensive benefits, and a stable base salary that recognizes performance and achievement. We are committed to your success by providing robust training and onboarding opportunities at the branch, regional, national, and virtual levels, ensuring you have the resources and support needed to thrive. Backed by industry-leading products and services, sophisticated technology, and a premier investment platform, you will build long-term relationships with clients, earn their trust through your expertise and integrity, and help guide them toward their wealth management and retirement planning goals with confidence and peace of mind.

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.

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