Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Vice President, Private Assets Advisor Oversight and Commercial Negotiations will lead critical capabilities related to the engagement of third-party investment managers within Fidelity Products. This role will be responsible for leading the operational due diligence and fee negotiations/pricing analysis of third-party managers across private market asset classes and product structures. The role will partner with Fidelity Investment Management teams, Product, Compliance, Legal, Finance, and Operations to mitigate risks and structure agreements that optimize financial terms and support Fidelity’s long-term strategic objectives.
The Value You Deliver
Lead Private Assets Advisor Oversight: Evolve the current Private Markets operational due diligence program to effectively identify, mitigate and report risks related to third-party manager engagements across asset classes and product structures. Provide recommendations to governance committees.
Lead initial Operational Due Diligence with potential investment advisors to evaluate their control environments and perform a thorough operational risk assessment of the firm and products under consideration.
Conduct On-going Oversight activities to identify any material risks across the investment advisors and products, which include, but not limited to, preparing manager scorecards and managing ad hoc events.
Preparation of Reports and presentations to senior management and oversight boards, including recommended actions.
Facilitate Operational Implementation of between third-party managers and internal Fidelity teams.
Lead Commercial Negotiations: Act as the firm's lead negotiator for complex sub-advisory and third-party agreements, including management fees, performance fees, fee tiers, expenses, and Most Favored Nation (MFN) clauses.
Develop Negotiation Strategy: Create and manage a firm-wide "negotiation playbook" to ensure a consistent, best-practice approach to all commercial arrangements.
Cross-Functional Collaboration: Partner with investment teams during the final stages of manager selection to advise on commercial feasibility. Work lock-step with Legal, Tax, Compliance, and Operations to ensure all aspects of an agreement are sound.
Contract Lifecycle Management: Lead the re-negotiation of existing agreements as needed. Proactively track and enforce MFN clauses to ensure the firm consistently receives best-in-market pricing.
Market Intelligence: Serve as the firm's subject matter expert on market trends for fees and terms, leveraging internal data and external resources (e.g., Preqin, Genysis, etc.).
Financial Analysis: Build financial models to analyze the economic impact of various fee structures and term proposals on product profitability.
The Skills and Experience You Bring
10+ years of experience in the asset management industry.
Understanding of private markets products operating models and governance structures.
Operational Due Diligence experience at a bank, asset allocator, fund of funds, or other investment platform is preferred.
Knowledge of regulatory environments, including the 1940 Act, preferred.
Direct, hands-on experience negotiating complex contracts, including sub-advisory agreements across various product structure within the private markets space.
Deep understanding of alternative asset fee and expense structures, including management/performance fee mechanics, tiers, and MFNs.
Proven ability to lead and influence cross-functional teams, including senior leaders in product, legal, compliance, finance.
Strong financial modeling and analytical skills.
Excellent written and verbal communication skills, with the ability to distill complex issues into clear, actionable recommendations.
Law degree (JD) or MBA is a strong plus.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Vice President, Private Assets Advisor Oversight and Commercial Negotiations will lead critical capabilities related to the engagement of third-party investment managers within Fidelity Products. This role will be responsible for leading the operational due diligence and fee negotiations/pricing analysis of third-party managers across private market asset classes and product structures. The role will partner with Fidelity Investment Management teams, Product, Compliance, Legal, Finance, and Operations to mitigate risks and structure agreements that optimize financial terms and support Fidelity’s long-term strategic objectives.
The Value You Deliver
Lead Private Assets Advisor Oversight: Evolve the current Private Markets operational due diligence program to effectively identify, mitigate and report risks related to third-party manager engagements across asset classes and product structures. Provide recommendations to governance committees.
Lead initial Operational Due Diligence with potential investment advisors to evaluate their control environments and perform a thorough operational risk assessment of the firm and products under consideration.
Conduct On-going Oversight activities to identify any material risks across the investment advisors and products, which include, but not limited to, preparing manager scorecards and managing ad hoc events.
Preparation of Reports and presentations to senior management and oversight boards, including recommended actions.
Facilitate Operational Implementation of between third-party managers and internal Fidelity teams.
Lead Commercial Negotiations: Act as the firm's lead negotiator for complex sub-advisory and third-party agreements, including management fees, performance fees, fee tiers, expenses, and Most Favored Nation (MFN) clauses.
Develop Negotiation Strategy: Create and manage a firm-wide "negotiation playbook" to ensure a consistent, best-practice approach to all commercial arrangements.
Cross-Functional Collaboration: Partner with investment teams during the final stages of manager selection to advise on commercial feasibility. Work lock-step with Legal, Tax, Compliance, and Operations to ensure all aspects of an agreement are sound.
Contract Lifecycle Management: Lead the re-negotiation of existing agreements as needed. Proactively track and enforce MFN clauses to ensure the firm consistently receives best-in-market pricing.
Market Intelligence: Serve as the firm's subject matter expert on market trends for fees and terms, leveraging internal data and external resources (e.g., Preqin, Genysis, etc.).
Financial Analysis: Build financial models to analyze the economic impact of various fee structures and term proposals on product profitability.
The Skills and Experience You Bring
10+ years of experience in the asset management industry.
Understanding of private markets products operating models and governance structures.
Operational Due Diligence experience at a bank, asset allocator, fund of funds, or other investment platform is preferred.
Knowledge of regulatory environments, including the 1940 Act, preferred.
Direct, hands-on experience negotiating complex contracts, including sub-advisory agreements across various product structure within the private markets space.
Deep understanding of alternative asset fee and expense structures, including management/performance fee mechanics, tiers, and MFNs.
Proven ability to lead and influence cross-functional teams, including senior leaders in product, legal, compliance, finance.
Strong financial modeling and analytical skills.
Excellent written and verbal communication skills, with the ability to distill complex issues into clear, actionable recommendations.
Law degree (JD) or MBA is a strong plus.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Vice President, Private Assets Advisor Oversight and Commercial Negotiations will lead critical capabilities related to the engagement of third-party investment managers within Fidelity Products. This role will be responsible for leading the operational due diligence and fee negotiations/pricing analysis of third-party managers across private market asset classes and product structures. The role will partner with Fidelity Investment Management teams, Product, Compliance, Legal, Finance, and Operations to mitigate risks and structure agreements that optimize financial terms and support Fidelity’s long-term strategic objectives.
The Value You Deliver
Lead Private Assets Advisor Oversight: Evolve the current Private Markets operational due diligence program to effectively identify, mitigate and report risks related to third-party manager engagements across asset classes and product structures. Provide recommendations to governance committees.
Lead initial Operational Due Diligence with potential investment advisors to evaluate their control environments and perform a thorough operational risk assessment of the firm and products under consideration.
Conduct On-going Oversight activities to identify any material risks across the investment advisors and products, which include, but not limited to, preparing manager scorecards and managing ad hoc events.
Preparation of Reports and presentations to senior management and oversight boards, including recommended actions.
Facilitate Operational Implementation of between third-party managers and internal Fidelity teams.
Lead Commercial Negotiations: Act as the firm's lead negotiator for complex sub-advisory and third-party agreements, including management fees, performance fees, fee tiers, expenses, and Most Favored Nation (MFN) clauses.
Develop Negotiation Strategy: Create and manage a firm-wide "negotiation playbook" to ensure a consistent, best-practice approach to all commercial arrangements.
Cross-Functional Collaboration: Partner with investment teams during the final stages of manager selection to advise on commercial feasibility. Work lock-step with Legal, Tax, Compliance, and Operations to ensure all aspects of an agreement are sound.
Contract Lifecycle Management: Lead the re-negotiation of existing agreements as needed. Proactively track and enforce MFN clauses to ensure the firm consistently receives best-in-market pricing.
Market Intelligence: Serve as the firm's subject matter expert on market trends for fees and terms, leveraging internal data and external resources (e.g., Preqin, Genysis, etc.).
Financial Analysis: Build financial models to analyze the economic impact of various fee structures and term proposals on product profitability.
The Skills and Experience You Bring
10+ years of experience in the asset management industry.
Understanding of private markets products operating models and governance structures.
Operational Due Diligence experience at a bank, asset allocator, fund of funds, or other investment platform is preferred.
Knowledge of regulatory environments, including the 1940 Act, preferred.
Direct, hands-on experience negotiating complex contracts, including sub-advisory agreements across various product structure within the private markets space.
Deep understanding of alternative asset fee and expense structures, including management/performance fee mechanics, tiers, and MFNs.
Proven ability to lead and influence cross-functional teams, including senior leaders in product, legal, compliance, finance.
Strong financial modeling and analytical skills.
Excellent written and verbal communication skills, with the ability to distill complex issues into clear, actionable recommendations.
Law degree (JD) or MBA is a strong plus.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Group
Strategic Advisers, LLC is a registered investment adviser and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 30 years, Strategic Advisers has specialized in the design, construction, and management of asset allocation solutions, as well as the methodologies for many of Fidelity’s investment planning tools, to help investors reach their financial goals. With more than $1.1 trillion in assets under management as of October 2025, the Strategic Advisers team of investment professionals constructs and manages asset allocation portfolios for more than 3 million customer accounts.
Strategic Advisers is looking for a Quantitative Portfolio Engineer to join the Quantitative Model Management (QMM) group within our Portfolio Engineering organization. The QMM group is responsible for customized model portfolio construction and management for Fidelity’s managed accounts and institutional intermediary clients. We employ investment expertise, quantitative techniques, and technology to scale our investment process across a variety of multi-asset-class strategies, investing in mutual funds, commingled pools, ETFs, and separately managed accounts.
The Role
The Quantitative Portfolio Engineer will be responsible for the supervision, implementation and evolution of quantitative model portfolios for Fidelity’s retail and workplace managed accounts. In this role, you will lead the advancement of all aspects of the quantitative investment process and platform. This will entail working closely with our portfolio managers, quantitative research, investment management, and technology teams to deliver investment methodologies and platform capabilities which enable personalized, scalable, innovative, and high-quality quantitative model portfolio management.
The Value You Deliver
Portfolio Construction: Ownership of the day-to-day quantitative model portfolio construction processes, including building personalized model portfolios at scale and writing production-level code to systematically evaluate portfolio outcomes.
Quantitative Research: Lead complex quantitative analysis projects and collaborate with cross-functional teams to develop investment methodology enhancements. Evolve the investment process and workflow to create tax-smart client portfolios, taking into consideration asset allocation, asset location & fund selection to deliver optimal client portfolios.
Investment Oversight: Lead the development of a custom-built portfolio oversight platform. Analyze performance, risk exposures, positioning, tax metrics, and additional criteria to ensure alignment with our investment thesis and client goals.
Platform Delivery: Partner with investment architecture and technology teams to prioritize the roadmap, define requirements, and design scalable enhancements to our model management platform and systematic processes. Perform end-user acceptance testing.
Education and Experience
5+ years of investment management experience in roles requiring quantitative research, portfolio construction, and technical skills.
Experience with quantitative portfolio construction across multiple asset classes, including optimization techniques, tax-sensitive investment management, and portfolio analysis.
Experience leading end-to-end development of investment management platforms with technology partners—from architecture and requirements through design, testing, release planning, and successful delivery.
Graduate degree in a related field such as Computer Science, Engineering, Mathematics, or Quantitative Finance.
CFA or related investment certifications are preferred.
Skills and Knowledge
Advanced skills in programming (Python, Java, R), data access (SQL), version control (Git), and data visualization (Tableau).
Strong analytical and architecture-oriented mindset, with the ability to decompose complex investment problems into creative, efficient, and scalable solutions.
Excellent communication and interpersonal skills, with experience presenting complex concepts and results to diverse audiences in an intuitive manner.
Ability to work across the organization in various disciplines to drive alignment and closure; strong collaboration and influencing skills; project management mindset.
Detail-oriented and able to work independently on multiple projects without close supervision.
Genuine passion for financial markets and innovation.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Group
Fidelity’s High Income & Alternatives division offers investments that span the capital structure, including high-yield bonds, leveraged loans, convertible bonds, alternative credit, structured credit, and equities. These solutions leverage Fidelity's research platform, investment process, and risk management systems in order to meet the evolving needs and expectations of our customers and institutional clients. The division boasts a fully integrated, highly skilled team that can identify anomalies, provide insight into market trading dynamics, and minimize transaction costs.
The Role
Join our dynamic High Income & Alternatives team as a key thought leader driving investment decisions up-and-down the capital structure in the high-yield, leveraged loan, and distressed debt markets. We are seeking an experienced and intellectually curious Research Analyst to generate impactful, fundamentally driven investment ideas. This is a highly visible role where your analysis and recommendations will directly influence portfolio construction and performance.
Located in our Boston office, you will report to the Managing Director of Research for High Income & Alternatives and collaborate closely with a dedicated team of portfolio managers and research analysts.
The Value You Deliver
Originate, underwrite, and actively monitor investment opportunities across the full capital structure within the high-yield and leveraged loan landscape, including high-yield bonds, leveraged loans, convertible bonds, and equities.
Conduct deep-dive fundamental analysis of corporate credit, including assessing complex capital structures, covenant packages, and potential recovery scenarios.
Develop and maintain detailed financial models, including projections, valuation analysis, and restructuring waterfall models to formulate and support investment theses.
Publish insightful, quality research reports and present compelling investment recommendations to the portfolio management team.
Act as a subject matter expert for credits under coverage, providing real-time analysis and commentary on earnings, and market-moving events.
Proactively identify and analyze macroeconomic and industry trends, catalysts, and dislocations to generate new investment ideas.
Mentor and develop junior analysts, fostering a collaborative and high-performing team culture.
The Expertise and Skills You Bring
We are seeking a candidate with a proven track record of delivering high-quality credit analysis and a passion for the markets.
Experience: A minimum of 7 years of relevant buy-side or sell-side experience in high-yield, leveraged finance, or distressed debt research. Direct experience analyzing companies through in- and out-of-court restructurings is highly desired.
Education: A strong academic background is required. A Master’s degree (MBA) and/or a Chartered Financial Analyst (CFA) designation is strongly preferred.
Technical Skills: Expert-level proficiency in financial modeling, valuation, and credit analysis is essential. Must have the ability to assess legal documentation (credit agreements, indentures) and understand the drivers of both credit and equity-related instruments.
Communication: Exceptional written and verbal communication skills, with a proven ability to articulate and defend complex investment ideas concisely and persuasively.
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.
As a BPM Developer, you will play a hands-on technical role focused on automating, digitizing, and transforming operational environments across multiple business units. You will leverage software design and engineering expertise to build scalable, efficient, and robust solutions that improve business processes and enhance customer and associate experiences.
Working within Fidelity’s Advanced Process Solutions (APS) team, you will help reimagine workflows and deliver innovative solutions that drive operational efficiency and enable seamless digital experiences. This role requires strong collaboration, problem-solving, and the ability to translate business needs into high-quality technical solutions.
Key Responsibilities Include:
Required Qualifications & Technical Skills
Preferred Skills
Core Capabilities
You will be part of the Advanced Process Solutions (APS) team within Fidelity Investments—a small, agile group of 6–8 highly skilled professionals focused on transforming customer experiences and internal workflows.
The team is characterized by:
What Success Looks Like
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.
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 Title: Vice President, Retention Executive
Note: Fidelity will not provide immigration sponsorship for this position
ROLE CAN BE BASED ANY LOCATION NATIONWIDE
The Role
The Retention Executive is responsible for participating in retention strategy and proactive contract extension activities, providing valid, competitive information, and developing timely, accurate sales proposals. This leader will focus on Defined Contribution, Defined Benefit, Health and Welfare, Health Savings Account, Reimbursement Account, and Managed Account opportunities.
The Expertise and Skills You Bring
The successful candidate will have approximately 10 to 15 years of progressive business development/client retention experience coupled with at least an undergraduate degree. Candidates will demonstrate experience in successfully building alliances and influencing key decision-makers (at all levels), competitive drive determination and results. Strong written and oral communication skills, presentation skills, and leading sales processes are all vital skills for the role.
Previous experience selling outsourced benefits solutions, researching, acquiring market intelligence, financial acumen, understanding benefits administration operations, and developing sales proposals is also required. It is imperative that the successful candidate present excellent sales instincts, sound business judgment, and the ability to juggle many opportunities at once.
The Team
Specific sales activities include strategy development, customer presentations, proposal development, contract negotiations, market intelligence, Salesforce reporting, and client team sales mentoring. The Retention Executive will partner closely with Managing Directors and Sales Support to build and implement sales processes and align with operational goals.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The VP, Digital Assets Accounting & Shareholder Reporting will lead the integrated operating model supporting Fidelity’s digital asset investment products across accounting operations and fund administration, most notably shareholder reporting. This role is responsible for delivering a scalable, controlled, and forward-looking operational platform that supports a rapidly evolving digital asset product set.
You will oversee end-to-end processes spanning books and records maintenance, digital asset pricing, NAV production, financial reporting, and regulatory filings across multiple product structures, including Exchange Traded Products (ETPs) and Limited Partnerships (LPs). The role requires a balance of operational execution, strategic leadership, and innovation to support both current-state delivery and future-state platform design.
As a senior leader, you will drive the evolution from traditional operating models to a modern, digital asset-native framework, incorporating blockchain-based data, digital custody models, and emerging product structures. You will partner closely with Product, Technology, Operations, Risk, and Compliance teams to ensure operational readiness, scalability, and control effectiveness as the business grows.
This role also requires leadership in identifying and implementing automation and data-driven solutions to enhance accuracy, reduce manual processes, and improve speed to market for new digital asset products.
The Expertise & Skills You Bring
The Team
In Global Product Solutions (GPS) and Digital Assets, we’re on a mission to deliver innovative and exceptional product and program solutions from concept through execution. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization.
The Digital Asset Accounting & Fund Administration team is a dedicated, integrated function responsible for delivering end-to-end operational support across accounting and shareholder reporting for Fidelity’s digital asset product platform. The team is focused on building and scaling specialized capabilities that move beyond a traditional shared service model to support the unique demands of blockchain-enabled investment products.
This includes responsibility for books and records maintenance, digital asset pricing, NAV production, fund and security-level performance analysis, financial reporting, and regulatory filings. In parallel, the team plays a critical role in designing and evolving the operating model, ensuring that data, processes, and controls are aligned to support a growing and increasingly complex product set.
Working across accounting and fund administration, the team develops and executes strategies that enhance the quality, consistency, and scalability of financial reporting and accounting processes. This includes integrating blockchain-derived data, improving transparency, strengthening controls, and enabling efficient product onboarding and readiness through a cross-functional, platform-oriented approach.
Aligned to broader Digital Assets priorities, the team’s work supports new business capabilities, delivers high-quality outcomes for customers, and advances the infrastructure required to operate at scale. At the same time, it creates opportunities to drive innovation in how digital asset products are accounted for, reported, and supported operationally across the firm. #FFIOAlts #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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The VP, Digital Assets Accounting & Shareholder Reporting will lead the integrated operating model supporting Fidelity’s digital asset investment products across accounting operations and fund administration, most notably shareholder reporting. This role is responsible for delivering a scalable, controlled, and forward-looking operational platform that supports a rapidly evolving digital asset product set.
You will oversee end-to-end processes spanning books and records maintenance, digital asset pricing, NAV production, financial reporting, and regulatory filings across multiple product structures, including Exchange Traded Products (ETPs) and Limited Partnerships (LPs). The role requires a balance of operational execution, strategic leadership, and innovation to support both current-state delivery and future-state platform design.
As a senior leader, you will drive the evolution from traditional operating models to a modern, digital asset-native framework, incorporating blockchain-based data, digital custody models, and emerging product structures. You will partner closely with Product, Technology, Operations, Risk, and Compliance teams to ensure operational readiness, scalability, and control effectiveness as the business grows.
This role also requires leadership in identifying and implementing automation and data-driven solutions to enhance accuracy, reduce manual processes, and improve speed to market for new digital asset products.
The Expertise & Skills You Bring
The Team
In Global Product Solutions (GPS) and Digital Assets, we’re on a mission to deliver innovative and exceptional product and program solutions from concept through execution. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization.
The Digital Asset Accounting & Fund Administration team is a dedicated, integrated function responsible for delivering end-to-end operational support across accounting and shareholder reporting for Fidelity’s digital asset product platform. The team is focused on building and scaling specialized capabilities that move beyond a traditional shared service model to support the unique demands of blockchain-enabled investment products.
This includes responsibility for books and records maintenance, digital asset pricing, NAV production, fund and security-level performance analysis, financial reporting, and regulatory filings. In parallel, the team plays a critical role in designing and evolving the operating model, ensuring that data, processes, and controls are aligned to support a growing and increasingly complex product set.
Working across accounting and fund administration, the team develops and executes strategies that enhance the quality, consistency, and scalability of financial reporting and accounting processes. This includes integrating blockchain-derived data, improving transparency, strengthening controls, and enabling efficient product onboarding and readiness through a cross-functional, platform-oriented approach.
Aligned to broader Digital Assets priorities, the team’s work supports new business capabilities, delivers high-quality outcomes for customers, and advances the infrastructure required to operate at scale. At the same time, it creates opportunities to drive innovation in how digital asset products are accounted for, reported, and supported operationally across the firm. #FFIOAlts #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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The VP, Digital Assets Accounting & Shareholder Reporting will lead the integrated operating model supporting Fidelity’s digital asset investment products across accounting operations and fund administration, most notably shareholder reporting. This role is responsible for delivering a scalable, controlled, and forward-looking operational platform that supports a rapidly evolving digital asset product set.
You will oversee end-to-end processes spanning books and records maintenance, digital asset pricing, NAV production, financial reporting, and regulatory filings across multiple product structures, including Exchange Traded Products (ETPs) and Limited Partnerships (LPs). The role requires a balance of operational execution, strategic leadership, and innovation to support both current-state delivery and future-state platform design.
As a senior leader, you will drive the evolution from traditional operating models to a modern, digital asset-native framework, incorporating blockchain-based data, digital custody models, and emerging product structures. You will partner closely with Product, Technology, Operations, Risk, and Compliance teams to ensure operational readiness, scalability, and control effectiveness as the business grows.
This role also requires leadership in identifying and implementing automation and data-driven solutions to enhance accuracy, reduce manual processes, and improve speed to market for new digital asset products.
The Expertise & Skills You Bring
The Team
In Global Product Solutions (GPS) and Digital Assets, we’re on a mission to deliver innovative and exceptional product and program solutions from concept through execution. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization.
The Digital Asset Accounting & Fund Administration team is a dedicated, integrated function responsible for delivering end-to-end operational support across accounting and shareholder reporting for Fidelity’s digital asset product platform. The team is focused on building and scaling specialized capabilities that move beyond a traditional shared service model to support the unique demands of blockchain-enabled investment products.
This includes responsibility for books and records maintenance, digital asset pricing, NAV production, fund and security-level performance analysis, financial reporting, and regulatory filings. In parallel, the team plays a critical role in designing and evolving the operating model, ensuring that data, processes, and controls are aligned to support a growing and increasingly complex product set.
Working across accounting and fund administration, the team develops and executes strategies that enhance the quality, consistency, and scalability of financial reporting and accounting processes. This includes integrating blockchain-derived data, improving transparency, strengthening controls, and enabling efficient product onboarding and readiness through a cross-functional, platform-oriented approach.
Aligned to broader Digital Assets priorities, the team’s work supports new business capabilities, delivers high-quality outcomes for customers, and advances the infrastructure required to operate at scale. At the same time, it creates opportunities to drive innovation in how digital asset products are accounted for, reported, and supported operationally across the firm. #FFIOAlts #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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Manager, Billing & Expense, you will have responsibilities covering all aspects of billing and expense operations supporting client and fund fee processes. You will work closely with associates across the business and act as a primary contact for daily operational needs, while providing direction, leadership, and support in collaboration with partners across the organization. The role requires expertise in monthly and quarterly deliverables, business performance evaluation, and stakeholder management.
This role is an individual contributor position at the manager level and requires a hands-on approach to executing complex billing activities, including management and performance fee calculations, while helping to enhance processes and controls.
In addition to operational responsibilities, you will contribute to improving workflows, supporting key initiatives, and collaborating with internal teams including Fund Accounting, Institutional Client Services, Corporate Accounting, and more.
The Expertise & Skills You Bring
The Team
The Billing & Expense Team is part of the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. The Fund Operations division provides back office operational support to Fidelity Retail and Institutional products, including books and records maintenance, securities' pricing, fund and security level performance analysis, financial reporting, and tax work. The Billing & Expense Team is responsible for client billing and fund-related fee processes, including management and performance fee calculations. The team supports monthly and quarterly deliverables, ensuring accurate invoicing, strong controls, and efficient operations across products and stakeholders.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Manager, Billing & Expense, you will have responsibilities covering all aspects of billing and expense operations supporting client and fund fee processes. You will work closely with associates across the business and act as a primary contact for daily operational needs, while providing direction, leadership, and support in collaboration with partners across the organization. The role requires expertise in monthly and quarterly deliverables, business performance evaluation, and stakeholder management.
This role is an individual contributor position at the manager level and requires a hands-on approach to executing complex billing activities, including management and performance fee calculations, while helping to enhance processes and controls.
In addition to operational responsibilities, you will contribute to improving workflows, supporting key initiatives, and collaborating with internal teams including Fund Accounting, Institutional Client Services, Corporate Accounting, and more.
The Expertise & Skills You Bring
The Team
The Billing & Expense Team is part of the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. The Fund Operations division provides back office operational support to Fidelity Retail and Institutional products, including books and records maintenance, securities' pricing, fund and security level performance analysis, financial reporting, and tax work. The Billing & Expense Team is responsible for client billing and fund-related fee processes, including management and performance fee calculations. The team supports monthly and quarterly deliverables, ensuring accurate invoicing, strong controls, and efficient operations across products and stakeholders.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Principal Data Scientist – Quantitative Decision Science & Advanced Analytics
Note: Fidelity will not provide immigration sponsorship for this position.
Are you interested in operating as a senior scientific leader—owning truth, rigor, and decision quality for complex business problems? Fidelity Institutional’s AI Center of Excellence (AI CoE) is seeking a Principal Data Scientist to serve as a highly tenured individual contributor and domain authority in data science, quantitative modeling, and advanced analytics.
This role is intentionally Data Science–first, with emphasis on hypothesis‑driven analysis, statistical rigor, causal reasoning, and decision science. The Principal Data Scientist is accountable for what the model means, whether it is correct, and whether it should be trusted—not for building or operating production systems.
The Team
The Data Science function within the Fidelity Institutional AI CoE operates as the authority on measurement, experimentation, and quantitative decision‑making. The team comprises senior data scientists, statisticians, and quantitative researchers who partner closely with platform, product, BI, and business teams, while maintaining clear ownership of scientific rigor, evaluation frameworks, and analytical truth.
As a Principal Data Scientist, you will operate as a scientific owner and mentor, influencing methodology, standards, and strategic direction across multiple initiatives.
Key Responsibilities
Advanced Data Science & Quantitative Modeling
Lead hypothesis‑driven analyses to answer high‑impact strategic and business questions
Design, develop, and evaluate statistical, econometric, and machine learning models where appropriate
Ensure models are theoretically sound, empirically validated, interpretable, and fit‑for‑purpose
Review and challenge modeling approaches for bias, stability, assumptions, and misuse
Measurement, Evaluation & Decision Science
Define how success should be measured for complex analytics and AI‑enabled initiatives
Design robust evaluation frameworks including offline validation, back‑testing, and live measurement
Ensure stakeholders can distinguish correlation from causation in analytical results
Elevate analytics from prediction accuracy to decision quality and business impact
Experimentation & Causal Inference
Design and review experiments including A/B tests, quasi‑experiments, and observational studies
Apply causal inference techniques (e.g., uplift modeling, DiD, matched controls) to assess incrementality
Guide best practices for power analysis, inference, and result interpretation
Serve as a subject‑matter expert on “What worked, why, and by how much?”
Advanced Analytics Domains
Segmentation & Clustering: Design statistically grounded, interpretable segmentations with clear hypotheses and stability checks
Propensity, Likelihood & Uplift Modeling: Develop probabilistic and causal models to inform prioritization and intervention strategies
Recommendation & Prioritization Analytics: Guide recommendation logic rooted in statistics, behavioral science, and optimization—not black‑box ML
Behavioral & Journey Analytics: Analyze longitudinal behavior patterns to identify drivers, frictions, and causal levers
Forecasting & Planning Analytics: Apply time‑series and probabilistic forecasting with uncertainty and scenario analysis
Large Language Models & Generative AI: Design, evaluate, and implement LLM-based solutions — including RAG pipelines, classification, and extraction tasks — with rigorous benchmarking, calibration analysis, hallucination measurement, and bias auditing to ensure outputs are explainable.
Scientific Leadership & Governance (Non‑Managerial)
Act as a senior reviewer and methodological authority across data science initiatives
Set informal standards for rigor, documentation, and reproducibility
Mentor senior and mid‑level data scientists through technical guidance and peer review
Business Partnership & Influence
Translate complex quantitative results into clear, decision‑oriented narratives for senior stakeholders
Challenge assumptions and narratives not supported by evidence
Influence strategy by grounding discussions in data, causality, and expected impact
Expertise and Skills You Bring
Education & Experience
Master’s or PhD in Statistics, Economics, Mathematics, Operations Research, Computer Science, or related quantitative discipline
10–14+ years of experience in data science, quantitative research, or advanced analytics
Proven track record of owning complex analytical problems end‑to‑end (from question formulation to decision impact)
Core Data Science & Scientific Expertise
Deep expertise in statistics, probability, and experimental design
Strong command of causal inference and incrementality measurement
Solid grounding in forecasting, optimization, and decision science
Demonstrated ability to assess modeling correctness, assumptions, and limitations
Technical Foundation
Advanced proficiency in Python for analysis and modeling (NumPy, Pandas, SciPy, Statsmodels, Scikit‑learn)
Strong SQL skills and experience working with large analytical datasets (e.g., Snowflake)
Hands‑on proficiency with large language models and generative AI, including prompt design, retrieval‑augmented generation, structured outputs, and agentic workflows, with demonstrated rigor in designing evaluations, defining task‑specific metrics, and applying statistical testing to assess reliability, calibration, hallucination risk, and incremental value over non‑generative approaches. Equally proficient in hands‑on code development as well as the effective use of AI‑powered coding assistants, applying both to accelerate analysis while maintaining correctness, reproducibility, and scientific rigor.
Ways of Working
Thinks like a scientist: hypothesis‑first, evidence‑driven, and principled
High bar for rigor, interpretability, and defensibility of results
Comfortable challenging senior stakeholders using data and logic
Values clarity, elegance, and correctness over technical novelty
Operates as a trusted expert rather than a delivery engineer
How This Role Is Distinct
Senior Individual Contributor: Tenured individual‑contributor role with broad organizational influence
Data Science–First: Focused on analytics, statistics, causality, and decision science
Strategic Impact: Owns critical analytical questions that shape business decisions and investments
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
You are an experienced engineer with a deep hands-on experience developing systems and products with a burning desire to deliver software solutions which unlock the capabilities of Generative AI in the context of a professional domain such as finance. You are passionate about this opportunity to help drive and deliver first-of-a-kind knowledge-based applications for investment professionals.
You have prior experience in developing and crafting products using constantly evolving, powerful yet brittle, AI technology. You are comfortable working in a fast-paced environment where the lag between conceptualization, research, development, and productionization is constantly shortening. You are a critical thinker who revels in working as part of a team to deliver the most amount of value in the least amount of time.
We are developing a Large Language Model (LLM)-first knowledge stack for investment professionals at Fidelity Asset Management – analysts and portfolio manager in equities, fixed income, high income, direct lending. The stack will be able to process all the documents of interest to analysts – e.g., analyst reports, earnings notes, spreadsheet models, prospectuses, loan indentures, news reports, regulatory filings. It will support the deployment of personalized assistants that can assist principals in their full range of information consumption/processing/production tasks.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
You are an experienced engineer with a deep hands-on experience developing systems and products with a burning desire to deliver software solutions which unlock the capabilities of Generative AI in the context of a professional domain such as finance. You are passionate about this opportunity to help drive and deliver first-of-a-kind knowledge-based applications for investment professionals.
You have prior experience in developing and crafting products using constantly evolving, powerful yet brittle, AI technology. You are comfortable working in a fast-paced environment where the lag between conceptualization, research, development, and productionization is constantly shortening. You are a critical thinker who revels in working as part of a team to deliver the most amount of value in the least amount of time.
We are developing a Large Language Model (LLM)-first knowledge stack for investment professionals at Fidelity Asset Management – analysts and portfolio manager in equities, fixed income, high income, direct lending. The stack will be able to process all the documents of interest to analysts – e.g., analyst reports, earnings notes, spreadsheet models, prospectuses, loan indentures, news reports, regulatory filings. It will support the deployment of personalized assistants that can assist principals in their full range of information consumption/processing/production tasks.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
You are an experienced engineer with a deep hands-on experience developing systems and products with a burning desire to deliver software solutions which unlock the capabilities of Generative AI in the context of a professional domain such as finance. You are passionate about this opportunity to help drive and deliver first-of-a-kind knowledge-based applications for investment professionals.
You have prior experience in developing and crafting products using constantly evolving, powerful yet brittle, AI technology. You are comfortable working in a fast-paced environment where the lag between conceptualization, research, development, and productionization is constantly shortening. You are a critical thinker who revels in working as part of a team to deliver the most amount of value in the least amount of time.
We are developing a Large Language Model (LLM)-first knowledge stack for investment professionals at Fidelity Asset Management – analysts and portfolio manager in equities, fixed income, high income, direct lending. The stack will be able to process all the documents of interest to analysts – e.g., analyst reports, earnings notes, spreadsheet models, prospectuses, loan indentures, news reports, regulatory filings. It will support the deployment of personalized assistants that can assist principals in their full range of information consumption/processing/production tasks.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
You are an experienced engineer with a deep hands-on experience developing systems and products with a burning desire to deliver software solutions which unlock the capabilities of Generative AI in the context of a professional domain such as finance. You are passionate about this opportunity to help drive and deliver first-of-a-kind knowledge-based applications for investment professionals.
You have prior experience in developing and crafting products using constantly evolving, powerful yet brittle, AI technology. You are comfortable working in a fast-paced environment where the lag between conceptualization, research, development, and productionization is constantly shortening. You are a critical thinker who revels in working as part of a team to deliver the most amount of value in the least amount of time.
We are developing a Large Language Model (LLM)-first knowledge stack for investment professionals at Fidelity Asset Management – analysts and portfolio manager in equities, fixed income, high income, direct lending. The stack will be able to process all the documents of interest to analysts – e.g., analyst reports, earnings notes, spreadsheet models, prospectuses, loan indentures, news reports, regulatory filings. It will support the deployment of personalized assistants that can assist principals in their full range of information consumption/processing/production tasks.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
You are an experienced engineer with a deep hands-on experience developing systems and products with a burning desire to deliver software solutions which unlock the capabilities of Generative AI in the context of a professional domain such as finance. You are passionate about this opportunity to help drive and deliver first-of-a-kind knowledge-based applications for investment professionals.
You have prior experience in developing and crafting products using constantly evolving, powerful yet brittle, AI technology. You are comfortable working in a fast-paced environment where the lag between conceptualization, research, development, and productionization is constantly shortening. You are a critical thinker who revels in working as part of a team to deliver the most amount of value in the least amount of time.
We are developing a Large Language Model (LLM)-first knowledge stack for investment professionals at Fidelity Asset Management – analysts and portfolio manager in equities, fixed income, high income, direct lending. The stack will be able to process all the documents of interest to analysts – e.g., analyst reports, earnings notes, spreadsheet models, prospectuses, loan indentures, news reports, regulatory filings. It will support the deployment of personalized assistants that can assist principals in their full range of information consumption/processing/production tasks.
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.
Note: Fidelity will not provide immigration sponsorship for this position
The Team
Join the Fidelity Collateral and Market Risk Management team to help protect the firm from potential losses from margin lending and trading activities of both institutional and retail customers of Fidelity Investments. The team is responsible for determining lending policy and providing continuous analysis of the risks inherent in each client’s portfolio and investment strategy. Portfolios are analyzed and evaluated daily through extensive simulation and stress analysis designed to estimate market related risks. The team develops and maintains risk models, methodologies and processes to ensure the risk framework remains robust and effective as market structures, strategies and products evolve. The candidate will work extensively with business partners and customers to help articulate risk requirements and procedures.
The role will include:
The Expertise You Have
The Skills You Bring
The Value You Deliver
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.
Role Summary
Role is for a visionary and highly technical Network Architect to protect critical assets, and enforce zero-trust principles. This architect will specialize in Network Segmentation technologies to design, implement, and evolve our next-generation enterprise network security architecture. In this role, you will be the primary blueprint contributor to define how our global network separates networks, isolates endpoint threats, and segments workloads. You will lead the strategic shift from traditional flat networks to highly secure, micro-segmented environments across on-premises data centers, global offices, and multi-cloud infrastructure.
Key Responsibilities
Qualifications and Skills
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Strategic Advisors Technology (SAT) is seeking a Senior Integration Test Analyst to lead and support end-to-end (E2E) testing across the SAT Account Management platform and its upstream and downstream partner systems.
This role is ideal for a hands-on Analyst who enjoys working across complex environments, connecting business processes to technical flows, and ensuring high-quality delivery across integrated applications. Because this position supports strategic initiatives, each E2E testing effort will vary in scope, workflow, dependencies, and participating systems.
Success in this role requires the ability to quickly understand how systems interact, define meaningful test coverage, coordinate with multiple teams, and troubleshoot issues across applications, APIs, jobs, and data layers.
Key responsibilities for each E2E initiative/project include:
Education and Experience
At minimum, candidates should have:
The Expertise and Skills You Bring
The Team
As a Senior Integration Test Analyst, you will work closely with both business and technical stakeholders to understand the purpose, scope, and value of each E2E testing event. You will play a key role in validating strategic initiatives that span multiple systems and teams, helping ensure solutions are tested thoroughly and ready for production deployment.
This role sits at the intersection of analysis, testing, data validation, and cross-functional coordination. It is well suited for someone who is comfortable navigating complexity, asking the right questions, and driving clarity across teams to support high-quality outcomes.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Strategic Advisors Technology (SAT) is seeking a Senior Integration Test Analyst to lead and support end-to-end (E2E) testing across the SAT Account Management platform and its upstream and downstream partner systems.
This role is ideal for a hands-on Analyst who enjoys working across complex environments, connecting business processes to technical flows, and ensuring high-quality delivery across integrated applications. Because this position supports strategic initiatives, each E2E testing effort will vary in scope, workflow, dependencies, and participating systems.
Success in this role requires the ability to quickly understand how systems interact, define meaningful test coverage, coordinate with multiple teams, and troubleshoot issues across applications, APIs, jobs, and data layers.
Key responsibilities for each E2E initiative/project include:
Education and Experience
At minimum, candidates should have:
The Expertise and Skills You Bring
The Team
As a Senior Integration Test Analyst, you will work closely with both business and technical stakeholders to understand the purpose, scope, and value of each E2E testing event. You will play a key role in validating strategic initiatives that span multiple systems and teams, helping ensure solutions are tested thoroughly and ready for production deployment.
This role sits at the intersection of analysis, testing, data validation, and cross-functional coordination. It is well suited for someone who is comfortable navigating complexity, asking the right questions, and driving clarity across teams to support high-quality outcomes.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Strategic Advisors Technology (SAT) is seeking a Senior Integration Test Analyst to lead and support end-to-end (E2E) testing across the SAT Account Management platform and its upstream and downstream partner systems.
This role is ideal for a hands-on Analyst who enjoys working across complex environments, connecting business processes to technical flows, and ensuring high-quality delivery across integrated applications. Because this position supports strategic initiatives, each E2E testing effort will vary in scope, workflow, dependencies, and participating systems.
Success in this role requires the ability to quickly understand how systems interact, define meaningful test coverage, coordinate with multiple teams, and troubleshoot issues across applications, APIs, jobs, and data layers.
Key responsibilities for each E2E initiative/project include:
Education and Experience
At minimum, candidates should have:
The Expertise and Skills You Bring
The Team
As a Senior Integration Test Analyst, you will work closely with both business and technical stakeholders to understand the purpose, scope, and value of each E2E testing event. You will play a key role in validating strategic initiatives that span multiple systems and teams, helping ensure solutions are tested thoroughly and ready for production deployment.
This role sits at the intersection of analysis, testing, data validation, and cross-functional coordination. It is well suited for someone who is comfortable navigating complexity, asking the right questions, and driving clarity across teams to support high-quality outcomes.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Strategic Advisors Technology (SAT) is seeking a Systems Analyst to play a vital role in one of Fidelity's critical strategic programs. In this role you will partner with Fidelity business stakeholders to understand their key business drivers and business requirements. This is not just about gathering requirements; it's about understanding the why behind them. You will then work with your Development Team and technology counterparts to translate these into user stories and deliver high quality, innovative and timely solutions.
This role requires a dedicated, curious, and passionate Systems Analyst who brings strong skills in the following areas:
Education and Experience
At minimum, a Bachelor’s degree (or foreign education equivalent) in Computer Science, Business Analytics, Engineering, Information Technology, Information Systems, or a closely related field and at least Two (2) years experience as a Systems Analyst
The Expertise and Skills You Bring
The Team
As a Systems Analyst on the team, you work in partnership with the Strategic Advisors business stakeholders, team members, your Product Manager and Product Area Leader to understand the product vision and challenges. From there, you’ll work with your technology counterparts to deliver innovative, cost effective, architecturally aligned, and timely solutions. By demonstrating and promoting Fidelity and Agile leadership principles, you sustain and evolve our innovative agile 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.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Strategic Advisors Technology (SAT) is seeking a Systems Analyst to play a vital role in one of Fidelity's critical strategic programs. In this role you will partner with Fidelity business stakeholders to understand their key business drivers and business requirements. This is not just about gathering requirements; it's about understanding the why behind them. You will then work with your Development Team and technology counterparts to translate these into user stories and deliver high quality, innovative and timely solutions.
This role requires a dedicated, curious, and passionate Systems Analyst who brings strong skills in the following areas:
Education and Experience
At minimum, a Bachelor’s degree (or foreign education equivalent) in Computer Science, Business Analytics, Engineering, Information Technology, Information Systems, or a closely related field and at least Two (2) years experience as a Systems Analyst
The Expertise and Skills You Bring
The Team
As a Systems Analyst on the team, you work in partnership with the Strategic Advisors business stakeholders, team members, your Product Manager and Product Area Leader to understand the product vision and challenges. From there, you’ll work with your technology counterparts to deliver innovative, cost effective, architecturally aligned, and timely solutions. By demonstrating and promoting Fidelity and Agile leadership principles, you sustain and evolve our innovative agile 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.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Strategic Advisors Technology (SAT) is seeking a Systems Analyst to play a vital role in one of Fidelity's critical strategic programs. In this role you will partner with Fidelity business stakeholders to understand their key business drivers and business requirements. This is not just about gathering requirements; it's about understanding the why behind them. You will then work with your Development Team and technology counterparts to translate these into user stories and deliver high quality, innovative and timely solutions.
This role requires a dedicated, curious, and passionate Systems Analyst who brings strong skills in the following areas:
Education and Experience
At minimum, a Bachelor’s degree (or foreign education equivalent) in Computer Science, Business Analytics, Engineering, Information Technology, Information Systems, or a closely related field and at least Two (2) years experience as a Systems Analyst
The Expertise and Skills You Bring
The Team
As a Systems Analyst on the team, you work in partnership with the Strategic Advisors business stakeholders, team members, your Product Manager and Product Area Leader to understand the product vision and challenges. From there, you’ll work with your technology counterparts to deliver innovative, cost effective, architecturally aligned, and timely solutions. By demonstrating and promoting Fidelity and Agile leadership principles, you sustain and evolve our innovative agile 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.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Strategic Advisors Technology (SAT) is seeking a Systems Analyst to play a vital role in one of Fidelity's critical strategic programs. In this role you will partner with Fidelity business stakeholders to understand their key business drivers and business requirements. This is not just about gathering requirements; it's about understanding the why behind them. You will then work with your Development Team and technology counterparts to translate these into user stories and deliver high quality, innovative and timely solutions.
This role requires a dedicated, curious, and passionate Systems Analyst who brings strong skills in the following areas:
Education and Experience
At minimum, a Bachelor’s degree (or foreign education equivalent) in Computer Science, Business Analytics, Engineering, Information Technology, Information Systems, or a closely related field and at least Two (2) years experience as a Systems Analyst
The Expertise and Skills You Bring
The Team
As a Systems Analyst on the team, you work in partnership with the Strategic Advisors business stakeholders, team members, your Product Manager and Product Area Leader to understand the product vision and challenges. From there, you’ll work with your technology counterparts to deliver innovative, cost effective, architecturally aligned, and timely solutions. By demonstrating and promoting Fidelity and Agile leadership principles, you sustain and evolve our innovative agile 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.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Principal Quantitative Developer is a core software engineering role in our dynamic, fast-paced quantitative development team. You will be ‘embedded’ within the quantitative research team, and you will be partner with the investment teams on various projects including portfolio construction, risk management, and alpha research. You will contribute to building high quality, robust, and efficient analytical software solutions that will be used to improve investment processes. You and tour team will be responsible for developing, running, and supporting various Quantitative Tools in cloud environment and communicate the same with customers.
The Expertise and Skills You Bring
The Team
The Advance Strategies and Research (ASR) Quantitative Development team is part of Asset Management’s Quantitative Research and Investment Technology group that partners with various investment teams and projects. We build and ‘own’ high quality, robust, adaptive, resilient solutions that are critical to investment management, quantitative analysis, and new product development.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you ready to shape the direction of how technology enables investment decision‑making at scale? Join a highly collaborative team focused on advancing Investment Research capabilities within Asset Management’s Portfolio Management and Research organization.
This role is a senior individual contributor and thought leader, responsible not only for analysis execution but for driving analytical direction across complex, cross‑domain initiatives. You’ll partner closely with senior product, engineering, architecture, and business leaders to ensure technology solutions are scalable, resilient, and aligned to long‑term research strategy.
You will play a critical role in enabling Investment Professionals to discover, analyze, and publish research efficiently—providing Portfolio Managers with timely, high‑quality insights that directly inform portfolio construction and alpha generation.
Provide analysis leadership across large‑scale, highly complex initiatives spanning multiple platforms, domains, and data flows
Operate as a go‑to analyst for ambiguous problem spaces, shaping problem statements and solution approaches before requirements are fully formed
Lead deep systems discovery and architectural analysis, including reverse‑engineering legacy platforms and evaluating modernization paths
Collaborate with product, architecture, and engineering leadership to influence solution design, integration strategy, and roadmap decisions
Translate complex business objectives into clear, scalable technical designs, epics, and high‑quality investment‑ready user stories
Evaluate and define API strategies, data contracts, and service interaction models across internal and external systems
Perform advanced data analysis using relational databases to validate assumptions, uncover risks, and inform trade‑off decisions
Own and curate system‑level artifacts (end‑to‑end flows, state diagrams, interface contracts, dependency maps) used across squads and programs
Act as a bridge between business strategy and technical execution, communicating effectively with senior stakeholders
Apply Generative AI tools responsibly to enhance analysis quality, accelerate synthesis, and improve documentation and decision support
Drive continuous improvement in analysis discipline, tooling, and delivery effectiveness across the organization
Take accountability for end‑to‑end requirement integrity, from early discovery through implementation validation and release readiness
The Expertise and Skills You Bring
Bachelor’s degree in Computer Science, Information Systems, or equivalent experience
5+ years of experience in Systems Analysis or closely related roles
Demonstrated history of owning and driving outcomes for large, mission‑critical initiatives
Strong leadership presence with the ability to influence without authority
Exceptional written and verbal communication skills at both technical and executive levels
Extensive experience as a Systems Analyst on enterprise‑scale, cloud‑based platforms
Strong conceptual understanding of Java‑based architectures, with the ability to reason about system behavior, performance, and integration patterns
Deep hands‑on experience with APIs and service‑oriented architectures, including RESTful design, versioning strategies, and error handling
Advanced SQL proficiency and confidence working with large, complex relational datasets
Strong understanding of modern cloud architectures, event‑driven patterns, and distributed systems
Proven experience operating effectively in Agile at scale, including multi‑team delivery models
Experience influencing test strategy and quality practices, including collaboration on automation approaches (e.g., Playwright)
Generative AI Enablement (Applied Use, Not Model Development)
Strong working knowledge of Generative AI concepts, limitations, and enterprise‑safe usage
Proven experience applying GenAI tools to:
Accelerate complex analysis and discovery
Improve clarity and quality of technical documentation
Synthesize large volumes of information into actionable insights
Clear understanding of responsible AI usage, data privacy, and security considerations in a regulated 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.
Note: Fidelity is not providing immigration sponsorship for this position
The Fidelity Institutional Intermediary Servicing OSG team, within Fidelity Institutional Product and Business Enablement Technology (FIPBET), is seeking a skillful, upbeat Systems Analyst. This role requires a self-starter who can champion collaboration and cultivate a close partnership with business and the development teams to help craft and implement solutions on both client and server-side technologies.
The Fidelity Institutional business is embarking on a multi-year strategic initiative to bolster the digital experience and enhance security capabilities for our customers.
At Fidelity, you can find it all here. We reward results-oriented, hardworking individuals with an environment that champions diversity, partnership and collaboration while encouraging innovative ideas and fresh thinking. We recognize the value that employees’ individual differences can add to the forward-thinking and strong future of our company.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Senior Manager, Asset Management Compliance will perform Operational Due Diligence (ODD) of third-party fund managers of alternative investment products on behalf of the CCOs, other governing bodies, and investors. Compliance oversight programs require continuous assessment of improvement opportunities and regulatory changes. The compliance environment must be proactively evaluated to assess strengths or weaknesses of controls that support products and services. The successful senior manager will foster strong partnerships with key business partners to support the expansion of solutions-based products and fund offerings, particularly in the alternatives asset class.
The Expertise and Skills You Bring
The Team
Asset Management Compliance (AMC) works closely with Fidelity’s investment teams cross all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about providing sound guidance and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the financial services industry.
The Team supports various aspects of Fidelity’s overall investment adviser, mutual fund, and illiquid alternatives compliance programs and regulatory management. We interact frequently with Fidelity control partners, including Legal, Treasurer’s Office, Risk, and Operations. Our key oversight activities include due diligence questionnaires, periodic check-ins, onsite visits (some travel required), and reporting to Chief Compliance Officers (CCOs), Steering Committees, and Boards.
#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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Senior Manager, Asset Management Compliance will perform Operational Due Diligence (ODD) of third-party fund managers of alternative investment products on behalf of the CCOs, other governing bodies, and investors. Compliance oversight programs require continuous assessment of improvement opportunities and regulatory changes. The compliance environment must be proactively evaluated to assess strengths or weaknesses of controls that support products and services. The successful senior manager will foster strong partnerships with key business partners to support the expansion of solutions-based products and fund offerings, particularly in the alternatives asset class.
The Expertise and Skills You Bring
The Team
Asset Management Compliance (AMC) works closely with Fidelity’s investment teams cross all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about providing sound guidance and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the financial services industry.
The Team supports various aspects of Fidelity’s overall investment adviser, mutual fund, and illiquid alternatives compliance programs and regulatory management. We interact frequently with Fidelity control partners, including Legal, Treasurer’s Office, Risk, and Operations. Our key oversight activities include due diligence questionnaires, periodic check-ins, onsite visits (some travel required), and reporting to Chief Compliance Officers (CCOs), Steering Committees, and Boards.
#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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Senior Manager, Asset Management Compliance will perform Operational Due Diligence (ODD) of third-party fund managers of alternative investment products on behalf of the CCOs, other governing bodies, and investors. Compliance oversight programs require continuous assessment of improvement opportunities and regulatory changes. The compliance environment must be proactively evaluated to assess strengths or weaknesses of controls that support products and services. The successful senior manager will foster strong partnerships with key business partners to support the expansion of solutions-based products and fund offerings, particularly in the alternatives asset class.
The Expertise and Skills You Bring
The Team
Asset Management Compliance (AMC) works closely with Fidelity’s investment teams cross all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about providing sound guidance and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the financial services industry.
The Team supports various aspects of Fidelity’s overall investment adviser, mutual fund, and illiquid alternatives compliance programs and regulatory management. We interact frequently with Fidelity control partners, including Legal, Treasurer’s Office, Risk, and Operations. Our key oversight activities include due diligence questionnaires, periodic check-ins, onsite visits (some travel required), and reporting to Chief Compliance Officers (CCOs), Steering Committees, and Boards.
#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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Senior Manager, Asset Management Compliance will perform Operational Due Diligence (ODD) of third-party fund managers of alternative investment products on behalf of the CCOs, other governing bodies, and investors. Compliance oversight programs require continuous assessment of improvement opportunities and regulatory changes. The compliance environment must be proactively evaluated to assess strengths or weaknesses of controls that support products and services. The successful senior manager will foster strong partnerships with key business partners to support the expansion of solutions-based products and fund offerings, particularly in the alternatives asset class.
The Expertise and Skills You Bring
The Team
Asset Management Compliance (AMC) works closely with Fidelity’s investment teams cross all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about providing sound guidance and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the financial services industry.
The Team supports various aspects of Fidelity’s overall investment adviser, mutual fund, and illiquid alternatives compliance programs and regulatory management. We interact frequently with Fidelity control partners, including Legal, Treasurer’s Office, Risk, and Operations. Our key oversight activities include due diligence questionnaires, periodic check-ins, onsite visits (some travel required), and reporting to Chief Compliance Officers (CCOs), Steering Committees, and Boards.
#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.
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
The Investment Product Group (IPG) plays a key role in the company, partnering closely with asset management, Fidelity’s distribution channels, and the broader organization to deliver a diverse range of investment capabilities and vehicles to meet the needs of retail, intermediary, defined contribution and other institutional clients.
The Role
The Vice President, Credit Alternatives Investment Product will be responsible for leading product strategy, development, management and product advocacy for Fidelity’s Credit Alternatives product lineup. This role will be responsible for supporting Fidelity’s credit alternatives capabilities including: direct lending, opportunistic credit, private real estate debt, and multi-strategy credit strategies. In this role, this person will also be responsible for managing a team of product managers and developing and executing against the High Income & Alternatives product roadmap.
This role requires strong executive presence with leaders across asset management, distribution channels, product governance, marketing, finance, operations and legal to identify areas of growth and execute against key business priorities.
This individual will be part of IPG’s Extended Leadership Team and will report to the Head of Fixed Income and Credit Alternatives Product.
Primary Responsibilities
Develop and execute the product roadmap for private markets and credit alternatives, including expansion into new credit verticals, structures, and distribution-aligned offerings.
Drive product innovation by identifying market gaps, evolving investor demand, and emerging risks.
Engage regularly with IPG peers to ensure alignment of alternative product strategy with broader asset management capabilities, investment views, and platform priorities.
Communicate frequently with distribution leadership to understand client needs, platform feedback, and competitive developments within the private credit and alternatives marketplace.
Secure senior level buy in for the launch or enhancement of new credit alternative investment products, ensuring clarity on commercial rationale and strategic fit.
Partner closely with senior investment leaders overseeing credit alternatives to support investment led product decisions, portfolio design input, and long term platform strategy.
Support the team across multiple initiatives—market assessments, due diligence workstreams, product design, structuring, and operational readiness—to ensure end to end development and successful execution of alternatives offerings.
Manage a high functioning product team.
The Expertise and Skills You Bring
We are seeking a dynamic and experienced individual with strong investment product knowledge, a passion for investing, and a deep understanding of the competitive landscape in the retail, intermediary and institutional markets.
10+ years of experience in financial services.
Deep understanding of private markets—particularly credit alternatives—including market trends, product structuring, investor demand, and the evolving competitive landscape.
Strong command of regulatory, legal, and operational considerations related to private credit and alternative investment structures (e.g., drawdown vehicles, interval/tender funds, SMAs, BDC like structures), ensuring products are designed with scalability and compliance in mind.
Ability to partner effectively with investment teams, risk, legal, distribution, and operations to ensure product designs are both commercially viable and operationally executable.
Track record of influencing senior stakeholders and driving decision making in a complex, matrixed environment, balancing strategic vision with disciplined execution.
Proven ability to spearhead cross functional and multi stakeholder meetings to align priorities, coordinate execution, and ensure the successful development and launch of products.
Experienced in developing robust business cases, setting strategic direction, and driving execution to deliver against shared organizational goals.
Strong relationship building, interpersonal, and communication skills, with the ability to influence across all levels of the organization and effectively present complex concepts.
Ability to innovate, think strategically, and design differentiated investment solutions.
Commitment to continuous learning, personal development, and fostering growth in team members.
Dedicated coach and strong developer of talent with a focus on building high performing teams.
Demonstrated expertise across product positioning, product development, and product strategy.
Deep understanding of Fidelity’s distribution channels, customer needs, and the competitive landscape.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Quantitative Research and Investments (QRI) is seeking a highly motivated data expert in the domain of portfolio risk analytics to join a risk platform operations team responsible for ensuring that all vendor and internal portfolio risk analytics used for risk management and portfolio construction across Fidelity are delivered consistently, accurately and on a timely basis.
The Risk Platform Operations team are the stewards of risk analytics data for Fidelity Asset Management. They focus on quality control of all data that feeds into portfolio risk analytics, including security factor exposures and proxies, factor returns and covariance matrices, fundamentals data, security T&Cs, and portfolio holdings.
In this role, you will utilize domain expertise necessary to root-cause daily issues effectively, work with internal and external data providers to resolve issues at source, answer portfolio and risk manager questions, and develop automated systems for identifying data quality issues.
The Expertise and skills you bring
Act as a steward of data assets used in risk management and portfolio construction
Manage a quality services effort to respond to data quality issues in overnight feeds, enabling fast and seamless responses to upstream issues and insulating production and research from them
Update and verify the multi factor risk model inputs and outputs before delivery to clients
Enable Fidelity Asset Management’s access to accurate, timely and relevant portfolio risk analytics, working closely with key technology and business partners to correct data quality issues at source
Analyze systems and processes to find efficiencies and improve accuracy and timeliness of reporting
Experience with market risk models from vendors such as Barra, Axioma, Northfield, or Bloomberg
Highly analytical with the ability to quickly comprehend large data sets, develop and implement the right quality controls for these datasets
Highly proactive and self-motivated with the ability to meet objectives under minimal direction
Experience with vendor-provided risk data and capabilities, including Bloomberg PORT, BarraOne, RiskManager and/or Axioma
Experience in security, company, portfolio, and index-level information used in financial industry, including pricing for various security types (equities, bonds, derivatives) and construction of holdings
Experience in SQL, Python, Snowflake and / or Oracle and related tools and DQ frameworks
Bachelor’s degree (or higher) in mathematics, statistics, engineering, computer science, finance, or another quantitative field
3+ years’ experience in global data operations and/or support teams in peer firm(s) with a demonstrable track record delivering the value described for this role
Experience with methods, tools, statistics, and best practices for autonomous and discretionary anomaly detection, and data quality workflow
Excellent written and verbal communication skills; experience working with both technical and investment teams
Proven track record of working with complex data environments and associated technology and analytics infrastructure needed to support these environments
Demonstrated ability to root-cause data quality issues in complex environments and work with other teams and data providers to correct issues at source
Experience in creating automated processes to identify errors to ensure high quality of data to support the investment process
Experience in documenting essential procedures and calculations, and validating data
Investment Management business domain expertise across some combination of risk management, portfolio management, trading and investment operations
The Team
The Risk Platform Operations team is an integral part of the Quantitative Research and Investing (QRI) division in Asset Management. QRI is responsible for the management and development of quantitative investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Quantitative Research and Investments (QRI) is seeking a highly motivated data expert in the domain of portfolio risk analytics to join a risk platform operations team responsible for ensuring that all vendor and internal portfolio risk analytics used for risk management and portfolio construction across Fidelity are delivered consistently, accurately and on a timely basis.
The Risk Platform Operations team are the stewards of risk analytics data for Fidelity Asset Management. They focus on quality control of all data that feeds into portfolio risk analytics, including security factor exposures and proxies, factor returns and covariance matrices, fundamentals data, security T&Cs, and portfolio holdings.
In this role, you will utilize domain expertise necessary to root-cause daily issues effectively, work with internal and external data providers to resolve issues at source, answer portfolio and risk manager questions, and develop automated systems for identifying data quality issues.
The Expertise and skills you bring
Act as a steward of data assets used in risk management and portfolio construction
Manage a quality services effort to respond to data quality issues in overnight feeds, enabling fast and seamless responses to upstream issues and insulating production and research from them
Update and verify the multi factor risk model inputs and outputs before delivery to clients
Enable Fidelity Asset Management’s access to accurate, timely and relevant portfolio risk analytics, working closely with key technology and business partners to correct data quality issues at source
Analyze systems and processes to find efficiencies and improve accuracy and timeliness of reporting
Experience with market risk models from vendors such as Barra, Axioma, Northfield, or Bloomberg
Highly analytical with the ability to quickly comprehend large data sets, develop and implement the right quality controls for these datasets
Highly proactive and self-motivated with the ability to meet objectives under minimal direction
Experience with vendor-provided risk data and capabilities, including Bloomberg PORT, BarraOne, RiskManager and/or Axioma
Experience in security, company, portfolio, and index-level information used in financial industry, including pricing for various security types (equities, bonds, derivatives) and construction of holdings
Experience in SQL, Python, Snowflake and / or Oracle and related tools and DQ frameworks
Bachelor’s degree (or higher) in mathematics, statistics, engineering, computer science, finance, or another quantitative field
3+ years’ experience in global data operations and/or support teams in peer firm(s) with a demonstrable track record delivering the value described for this role
Experience with methods, tools, statistics, and best practices for autonomous and discretionary anomaly detection, and data quality workflow
Excellent written and verbal communication skills; experience working with both technical and investment teams
Proven track record of working with complex data environments and associated technology and analytics infrastructure needed to support these environments
Demonstrated ability to root-cause data quality issues in complex environments and work with other teams and data providers to correct issues at source
Experience in creating automated processes to identify errors to ensure high quality of data to support the investment process
Experience in documenting essential procedures and calculations, and validating data
Investment Management business domain expertise across some combination of risk management, portfolio management, trading and investment operations
The Team
The Risk Platform Operations team is an integral part of the Quantitative Research and Investing (QRI) division in Asset Management. QRI is responsible for the management and development of quantitative investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Quantitative Research and Investments (QRI) is seeking a highly motivated data expert in the domain of portfolio risk analytics to join a risk platform operations team responsible for ensuring that all vendor and internal portfolio risk analytics used for risk management and portfolio construction across Fidelity are delivered consistently, accurately and on a timely basis.
The Risk Platform Operations team are the stewards of risk analytics data for Fidelity Asset Management. They focus on quality control of all data that feeds into portfolio risk analytics, including security factor exposures and proxies, factor returns and covariance matrices, fundamentals data, security T&Cs, and portfolio holdings.
In this role, you will utilize domain expertise necessary to root-cause daily issues effectively, work with internal and external data providers to resolve issues at source, answer portfolio and risk manager questions, and develop automated systems for identifying data quality issues.
The Expertise and skills you bring
Act as a steward of data assets used in risk management and portfolio construction
Manage a quality services effort to respond to data quality issues in overnight feeds, enabling fast and seamless responses to upstream issues and insulating production and research from them
Update and verify the multi factor risk model inputs and outputs before delivery to clients
Enable Fidelity Asset Management’s access to accurate, timely and relevant portfolio risk analytics, working closely with key technology and business partners to correct data quality issues at source
Analyze systems and processes to find efficiencies and improve accuracy and timeliness of reporting
Experience with market risk models from vendors such as Barra, Axioma, Northfield, or Bloomberg
Highly analytical with the ability to quickly comprehend large data sets, develop and implement the right quality controls for these datasets
Highly proactive and self-motivated with the ability to meet objectives under minimal direction
Experience with vendor-provided risk data and capabilities, including Bloomberg PORT, BarraOne, RiskManager and/or Axioma
Experience in security, company, portfolio, and index-level information used in financial industry, including pricing for various security types (equities, bonds, derivatives) and construction of holdings
Experience in SQL, Python, Snowflake and / or Oracle and related tools and DQ frameworks
Bachelor’s degree (or higher) in mathematics, statistics, engineering, computer science, finance, or another quantitative field
3+ years’ experience in global data operations and/or support teams in peer firm(s) with a demonstrable track record delivering the value described for this role
Experience with methods, tools, statistics, and best practices for autonomous and discretionary anomaly detection, and data quality workflow
Excellent written and verbal communication skills; experience working with both technical and investment teams
Proven track record of working with complex data environments and associated technology and analytics infrastructure needed to support these environments
Demonstrated ability to root-cause data quality issues in complex environments and work with other teams and data providers to correct issues at source
Experience in creating automated processes to identify errors to ensure high quality of data to support the investment process
Experience in documenting essential procedures and calculations, and validating data
Investment Management business domain expertise across some combination of risk management, portfolio management, trading and investment operations
The Team
The Risk Platform Operations team is an integral part of the Quantitative Research and Investing (QRI) division in Asset Management. QRI is responsible for the management and development of quantitative investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.
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.
Note: Fidelity will not provide immigration sponsorship for this position
The successful candidate will be accountable for managing a team to define, prioritize, and deliver on strategic program deliverables. Objective is to enhance the organization's cybersecurity posture by mitigating known vulnerabilities, preventing lateral movement, and improving our Identity and Access security posture.
The ideal candidate will have expertise in Active Directory, Entra ID, Identity governance, Authentication controls, and product management experience. You will collaborate with other Identity and Access Management (IAM) leaders to ensure alignment on overall strategy and program deliverables.
The Skills You Bring
• Translate vision, strategy, and business requirements into prioritized backlogs, technical deliverables, and execution milestones for assigned platform.
• Lead with an enterprise perspective, engaging across business units to align priorities, shape shared roadmaps, and deliver integrated solutions that balance local needs with enterprise outcomes.
• Apply technologies and engineering methods to maximize operational capabilities while optimizing resources to achieve business goals.
• Influence how platforms and systems enable business and customer outcomes through sound technical and architectural decisions.
• Conduct business case analyses and technology readiness assessments to inform platform and investment decisions.
• Monitor industry and technology trends, evaluate applicability, and recommend adoption to leadership.
• Define and apply standards and procedures for new technologies and support their integration into the enterprise technology portfolio.
• Ensure delivery readiness through contingency planning to support system and application availability
The Expertise You Have and The Skills You Bring
7+ years of experience in a technology and leadership role, preferably managing risk utilizing the NIST cybersecurity framework
Deep understanding of Identification and Authentication controls, IAM principles such as SAML and OpenID Connect, and Authentication Assurance Levels (AALs)
Demonstrated experience in agile team practices, planning ceremonies, and delivery
You are a committed people leader, capable of setting strategic direction and coaching others to deliver results and impact to achieve that strategy
You have strong communication, interpersonal and relationship building skills with which you influence and engage across Fidelity and at all levels of the organization
You have senior level experience leading the development of solutions and offerings aligned with and in support of the strategic direction of the business
You leverage critical thinking and a product mindset, taking a data-focused approach to objective decision making
The Team
Fidelity’s Directory and Authentication group manages the identity and authentication security controls that help protect our workforce associates. Our teams are aligned to a set of enterprise services for managing our workforce identities, providing organizational scale of digital resources, and enhancing our access security controls.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The successful candidate will be accountable for managing a team to define, prioritize, and deliver on strategic program deliverables. Objective is to enhance the organization's cybersecurity posture by mitigating known vulnerabilities, preventing lateral movement, and improving our Identity and Access security posture.
The ideal candidate will have expertise in Active Directory, Entra ID, Identity governance, Authentication controls, and product management experience. You will collaborate with other Identity and Access Management (IAM) leaders to ensure alignment on overall strategy and program deliverables.
The Skills You Bring
• Translate vision, strategy, and business requirements into prioritized backlogs, technical deliverables, and execution milestones for assigned platform.
• Lead with an enterprise perspective, engaging across business units to align priorities, shape shared roadmaps, and deliver integrated solutions that balance local needs with enterprise outcomes.
• Apply technologies and engineering methods to maximize operational capabilities while optimizing resources to achieve business goals.
• Influence how platforms and systems enable business and customer outcomes through sound technical and architectural decisions.
• Conduct business case analyses and technology readiness assessments to inform platform and investment decisions.
• Monitor industry and technology trends, evaluate applicability, and recommend adoption to leadership.
• Define and apply standards and procedures for new technologies and support their integration into the enterprise technology portfolio.
• Ensure delivery readiness through contingency planning to support system and application availability
The Expertise You Have and The Skills You Bring
7+ years of experience in a technology and leadership role, preferably managing risk utilizing the NIST cybersecurity framework
Deep understanding of Identification and Authentication controls, IAM principles such as SAML and OpenID Connect, and Authentication Assurance Levels (AALs)
Demonstrated experience in agile team practices, planning ceremonies, and delivery
You are a committed people leader, capable of setting strategic direction and coaching others to deliver results and impact to achieve that strategy
You have strong communication, interpersonal and relationship building skills with which you influence and engage across Fidelity and at all levels of the organization
You have senior level experience leading the development of solutions and offerings aligned with and in support of the strategic direction of the business
You leverage critical thinking and a product mindset, taking a data-focused approach to objective decision making
The Team
Fidelity’s Directory and Authentication group manages the identity and authentication security controls that help protect our workforce associates. Our teams are aligned to a set of enterprise services for managing our workforce identities, providing organizational scale of digital resources, and enhancing our access security controls.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The successful candidate will be accountable for managing a team to define, prioritize, and deliver on strategic program deliverables. Objective is to enhance the organization's cybersecurity posture by mitigating known vulnerabilities, preventing lateral movement, and improving our Identity and Access security posture.
The ideal candidate will have expertise in Active Directory, Entra ID, Identity governance, Authentication controls, and product management experience. You will collaborate with other Identity and Access Management (IAM) leaders to ensure alignment on overall strategy and program deliverables.
The Skills You Bring
• Translate vision, strategy, and business requirements into prioritized backlogs, technical deliverables, and execution milestones for assigned platform.
• Lead with an enterprise perspective, engaging across business units to align priorities, shape shared roadmaps, and deliver integrated solutions that balance local needs with enterprise outcomes.
• Apply technologies and engineering methods to maximize operational capabilities while optimizing resources to achieve business goals.
• Influence how platforms and systems enable business and customer outcomes through sound technical and architectural decisions.
• Conduct business case analyses and technology readiness assessments to inform platform and investment decisions.
• Monitor industry and technology trends, evaluate applicability, and recommend adoption to leadership.
• Define and apply standards and procedures for new technologies and support their integration into the enterprise technology portfolio.
• Ensure delivery readiness through contingency planning to support system and application availability
The Expertise You Have and The Skills You Bring
7+ years of experience in a technology and leadership role, preferably managing risk utilizing the NIST cybersecurity framework
Deep understanding of Identification and Authentication controls, IAM principles such as SAML and OpenID Connect, and Authentication Assurance Levels (AALs)
Demonstrated experience in agile team practices, planning ceremonies, and delivery
You are a committed people leader, capable of setting strategic direction and coaching others to deliver results and impact to achieve that strategy
You have strong communication, interpersonal and relationship building skills with which you influence and engage across Fidelity and at all levels of the organization
You have senior level experience leading the development of solutions and offerings aligned with and in support of the strategic direction of the business
You leverage critical thinking and a product mindset, taking a data-focused approach to objective decision making
The Team
Fidelity’s Directory and Authentication group manages the identity and authentication security controls that help protect our workforce associates. Our teams are aligned to a set of enterprise services for managing our workforce identities, providing organizational scale of digital resources, and enhancing our access security controls.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a senior leader within Fidelity’s University Talent Acquisition organization, you bring 10+ years of progressive talent acquisition experience, including significant leadership in early-career and campus recruiting. You are responsible for setting and executing enterprise-wide strategies to attract, engage, and hire early-career talent at scale across a diverse range of business functions.
You lead a team of University Talent Acquisition Partners, driving full-cycle recruiting excellence, university engagement, and program execution. This role blends strategic vision, operational rigor, and external partnership to ensure strong alignment between business hiring needs, university strategies, and an exceptional candidate experience.
You partner closely with senior business and HR leaders to translate workforce planning into scalable early-career hiring strategies, while cultivating long-term relationships with universities and talent communities to strengthen sustainable talent pipelines.
Beyond execution, you play a critical role in evolving Fidelity’s university recruiting model—driving innovation across campus engagement, recruiting programs, and hiring practices—while building and developing a high-performing, collaborative team.
Define and lead a comprehensive university recruiting strategy aligned to enterprise hiring goals, ensuring robust and diverse early-career talent pipelines.
Lead, coach, and develop a high-performing team of University Talent Acquisition Partners, driving performance, capability building, and consistent delivery.
Translate complex business workforce needs into scalable, data-driven recruiting strategies across multiple business groups.
Own and evolve university partnership strategy, including target school selection, relationship management, and long-term pipeline development.
Oversee campus engagement initiatives, including career fairs, events, and brand-building efforts that strengthen Fidelity’s presence and impact.
Ensure excellence in end-to-end recruiting delivery with a focus on quality, speed, and a differentiated candidate experience.
Partner with senior business and HR stakeholders to influence hiring strategies, provide market insights, and guide decision-making.
Drive operational excellence through process design, standardization, data integrity, compliance, and effective use of recruiting technologies.
Leverage data, analytics, and insights to measure performance and continuously improve recruiting outcomes.
Champion an exceptional candidate and stakeholder experience across all touchpoints.
Lead cross-functional initiatives to enhance recruiting programs, modernize approaches, and evolve the university hiring model.
The Expertise and Skills You Bring
10+ years of talent acquisition experience, with demonstrated success in leading large-scale university or early-career recruiting strategies
Proven people leadership, with a track record of building, developing, and retaining high-performing recruiting teams
Deep expertise in university recruiting and campus strategy, including building partnerships that convert to hiring outcomes
Strong knowledge of full-cycle recruiting and scaling delivery across complex organizations
Exceptional ability to influence senior stakeholders and translate business needs into actionable talent strategies
Operational and analytical mindset, with experience leveraging metrics to drive decisions and process improvements
Strong executive presence and communication skills, with the ability to engage effectively at all organizational levels
Demonstrated agility, sound judgment, and prioritization skills in fast-paced, evolving environments
Build and sustain a strong, diverse pipeline of early-career talent aligned to enterprise needs
Elevate Fidelity’s university brand across key campuses and talent markets
Deliver consistent, high-quality hiring outcomes at scale
Develop and empower a high-performing recruiting team
Drive innovation and continuous improvement in university recruiting strategy and execution
The Team
The University Talent Acquisition team focuses on attracting and hiring early-career talent at scale, delivering a best-in-class recruiting and engagement experience for candidates, universities, and business partners. The team plays a critical role in shaping Fidelity’s future workforce through strategic partnerships, innovative programs, 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.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a senior leader within Fidelity’s University Talent Acquisition organization, you bring 10+ years of progressive talent acquisition experience, including significant leadership in early-career and campus recruiting. You are responsible for setting and executing enterprise-wide strategies to attract, engage, and hire early-career talent at scale across a diverse range of business functions.
You lead a team of University Talent Acquisition Partners, driving full-cycle recruiting excellence, university engagement, and program execution. This role blends strategic vision, operational rigor, and external partnership to ensure strong alignment between business hiring needs, university strategies, and an exceptional candidate experience.
You partner closely with senior business and HR leaders to translate workforce planning into scalable early-career hiring strategies, while cultivating long-term relationships with universities and talent communities to strengthen sustainable talent pipelines.
Beyond execution, you play a critical role in evolving Fidelity’s university recruiting model—driving innovation across campus engagement, recruiting programs, and hiring practices—while building and developing a high-performing, collaborative team.
Define and lead a comprehensive university recruiting strategy aligned to enterprise hiring goals, ensuring robust and diverse early-career talent pipelines.
Lead, coach, and develop a high-performing team of University Talent Acquisition Partners, driving performance, capability building, and consistent delivery.
Translate complex business workforce needs into scalable, data-driven recruiting strategies across multiple business groups.
Own and evolve university partnership strategy, including target school selection, relationship management, and long-term pipeline development.
Oversee campus engagement initiatives, including career fairs, events, and brand-building efforts that strengthen Fidelity’s presence and impact.
Ensure excellence in end-to-end recruiting delivery with a focus on quality, speed, and a differentiated candidate experience.
Partner with senior business and HR stakeholders to influence hiring strategies, provide market insights, and guide decision-making.
Drive operational excellence through process design, standardization, data integrity, compliance, and effective use of recruiting technologies.
Leverage data, analytics, and insights to measure performance and continuously improve recruiting outcomes.
Champion an exceptional candidate and stakeholder experience across all touchpoints.
Lead cross-functional initiatives to enhance recruiting programs, modernize approaches, and evolve the university hiring model.
The Expertise and Skills You Bring
10+ years of talent acquisition experience, with demonstrated success in leading large-scale university or early-career recruiting strategies
Proven people leadership, with a track record of building, developing, and retaining high-performing recruiting teams
Deep expertise in university recruiting and campus strategy, including building partnerships that convert to hiring outcomes
Strong knowledge of full-cycle recruiting and scaling delivery across complex organizations
Exceptional ability to influence senior stakeholders and translate business needs into actionable talent strategies
Operational and analytical mindset, with experience leveraging metrics to drive decisions and process improvements
Strong executive presence and communication skills, with the ability to engage effectively at all organizational levels
Demonstrated agility, sound judgment, and prioritization skills in fast-paced, evolving environments
Build and sustain a strong, diverse pipeline of early-career talent aligned to enterprise needs
Elevate Fidelity’s university brand across key campuses and talent markets
Deliver consistent, high-quality hiring outcomes at scale
Develop and empower a high-performing recruiting team
Drive innovation and continuous improvement in university recruiting strategy and execution
The Team
The University Talent Acquisition team focuses on attracting and hiring early-career talent at scale, delivering a best-in-class recruiting and engagement experience for candidates, universities, and business partners. The team plays a critical role in shaping Fidelity’s future workforce through strategic partnerships, innovative programs, 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.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a senior leader within Fidelity’s University Talent Acquisition organization, you bring 10+ years of progressive talent acquisition experience, including significant leadership in early-career and campus recruiting. You are responsible for setting and executing enterprise-wide strategies to attract, engage, and hire early-career talent at scale across a diverse range of business functions.
You lead a team of University Talent Acquisition Partners, driving full-cycle recruiting excellence, university engagement, and program execution. This role blends strategic vision, operational rigor, and external partnership to ensure strong alignment between business hiring needs, university strategies, and an exceptional candidate experience.
You partner closely with senior business and HR leaders to translate workforce planning into scalable early-career hiring strategies, while cultivating long-term relationships with universities and talent communities to strengthen sustainable talent pipelines.
Beyond execution, you play a critical role in evolving Fidelity’s university recruiting model—driving innovation across campus engagement, recruiting programs, and hiring practices—while building and developing a high-performing, collaborative team.
Define and lead a comprehensive university recruiting strategy aligned to enterprise hiring goals, ensuring robust and diverse early-career talent pipelines.
Lead, coach, and develop a high-performing team of University Talent Acquisition Partners, driving performance, capability building, and consistent delivery.
Translate complex business workforce needs into scalable, data-driven recruiting strategies across multiple business groups.
Own and evolve university partnership strategy, including target school selection, relationship management, and long-term pipeline development.
Oversee campus engagement initiatives, including career fairs, events, and brand-building efforts that strengthen Fidelity’s presence and impact.
Ensure excellence in end-to-end recruiting delivery with a focus on quality, speed, and a differentiated candidate experience.
Partner with senior business and HR stakeholders to influence hiring strategies, provide market insights, and guide decision-making.
Drive operational excellence through process design, standardization, data integrity, compliance, and effective use of recruiting technologies.
Leverage data, analytics, and insights to measure performance and continuously improve recruiting outcomes.
Champion an exceptional candidate and stakeholder experience across all touchpoints.
Lead cross-functional initiatives to enhance recruiting programs, modernize approaches, and evolve the university hiring model.
The Expertise and Skills You Bring
10+ years of talent acquisition experience, with demonstrated success in leading large-scale university or early-career recruiting strategies
Proven people leadership, with a track record of building, developing, and retaining high-performing recruiting teams
Deep expertise in university recruiting and campus strategy, including building partnerships that convert to hiring outcomes
Strong knowledge of full-cycle recruiting and scaling delivery across complex organizations
Exceptional ability to influence senior stakeholders and translate business needs into actionable talent strategies
Operational and analytical mindset, with experience leveraging metrics to drive decisions and process improvements
Strong executive presence and communication skills, with the ability to engage effectively at all organizational levels
Demonstrated agility, sound judgment, and prioritization skills in fast-paced, evolving environments
Build and sustain a strong, diverse pipeline of early-career talent aligned to enterprise needs
Elevate Fidelity’s university brand across key campuses and talent markets
Deliver consistent, high-quality hiring outcomes at scale
Develop and empower a high-performing recruiting team
Drive innovation and continuous improvement in university recruiting strategy and execution
The Team
The University Talent Acquisition team focuses on attracting and hiring early-career talent at scale, delivering a best-in-class recruiting and engagement experience for candidates, universities, and business partners. The team plays a critical role in shaping Fidelity’s future workforce through strategic partnerships, innovative programs, 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.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a senior leader within Fidelity’s University Talent Acquisition organization, you bring 10+ years of progressive talent acquisition experience, including significant leadership in early-career and campus recruiting. You are responsible for setting and executing enterprise-wide strategies to attract, engage, and hire early-career talent at scale across a diverse range of business functions.
You lead a team of University Talent Acquisition Partners, driving full-cycle recruiting excellence, university engagement, and program execution. This role blends strategic vision, operational rigor, and external partnership to ensure strong alignment between business hiring needs, university strategies, and an exceptional candidate experience.
You partner closely with senior business and HR leaders to translate workforce planning into scalable early-career hiring strategies, while cultivating long-term relationships with universities and talent communities to strengthen sustainable talent pipelines.
Beyond execution, you play a critical role in evolving Fidelity’s university recruiting model—driving innovation across campus engagement, recruiting programs, and hiring practices—while building and developing a high-performing, collaborative team.
Define and lead a comprehensive university recruiting strategy aligned to enterprise hiring goals, ensuring robust and diverse early-career talent pipelines.
Lead, coach, and develop a high-performing team of University Talent Acquisition Partners, driving performance, capability building, and consistent delivery.
Translate complex business workforce needs into scalable, data-driven recruiting strategies across multiple business groups.
Own and evolve university partnership strategy, including target school selection, relationship management, and long-term pipeline development.
Oversee campus engagement initiatives, including career fairs, events, and brand-building efforts that strengthen Fidelity’s presence and impact.
Ensure excellence in end-to-end recruiting delivery with a focus on quality, speed, and a differentiated candidate experience.
Partner with senior business and HR stakeholders to influence hiring strategies, provide market insights, and guide decision-making.
Drive operational excellence through process design, standardization, data integrity, compliance, and effective use of recruiting technologies.
Leverage data, analytics, and insights to measure performance and continuously improve recruiting outcomes.
Champion an exceptional candidate and stakeholder experience across all touchpoints.
Lead cross-functional initiatives to enhance recruiting programs, modernize approaches, and evolve the university hiring model.
The Expertise and Skills You Bring
10+ years of talent acquisition experience, with demonstrated success in leading large-scale university or early-career recruiting strategies
Proven people leadership, with a track record of building, developing, and retaining high-performing recruiting teams
Deep expertise in university recruiting and campus strategy, including building partnerships that convert to hiring outcomes
Strong knowledge of full-cycle recruiting and scaling delivery across complex organizations
Exceptional ability to influence senior stakeholders and translate business needs into actionable talent strategies
Operational and analytical mindset, with experience leveraging metrics to drive decisions and process improvements
Strong executive presence and communication skills, with the ability to engage effectively at all organizational levels
Demonstrated agility, sound judgment, and prioritization skills in fast-paced, evolving environments
Build and sustain a strong, diverse pipeline of early-career talent aligned to enterprise needs
Elevate Fidelity’s university brand across key campuses and talent markets
Deliver consistent, high-quality hiring outcomes at scale
Develop and empower a high-performing recruiting team
Drive innovation and continuous improvement in university recruiting strategy and execution
The Team
The University Talent Acquisition team focuses on attracting and hiring early-career talent at scale, delivering a best-in-class recruiting and engagement experience for candidates, universities, and business partners. The team plays a critical role in shaping Fidelity’s future workforce through strategic partnerships, innovative programs, 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.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Director in the Asset Management’s Treasurer’s Office, you will play a key role in the oversight of Certification and Financial Reporting of Fidelity’s alternative, retail and institutional funds. In this role you will provide support for the financial statement certification process, coordinate various audits (both external and internal) and monitor the control environment. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations, and with key business partners in Legal, Compliance, and Risk.
The Expertise and skills you bring
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Asset Management Treasurer’s Office provides fiduciary oversight of Fidelity’s funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds’ Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity’s existing products, we also actively support Asset Management’s efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Director in the Asset Management’s Treasurer’s Office, you will play a key role in the oversight of Certification and Financial Reporting of Fidelity’s alternative, retail and institutional funds. In this role you will provide support for the financial statement certification process, coordinate various audits (both external and internal) and monitor the control environment. You will think and work across Fidelity, partnering with Fidelity Fund and Investment Operations, and with key business partners in Legal, Compliance, and Risk.
The Expertise and skills you bring
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Asset Management Treasurer’s Office provides fiduciary oversight of Fidelity’s funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds’ Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity’s existing products, we also actively support Asset Management’s efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Managing and overseeing a team of individuals responsible for pre-trade and post trade compliance monitoring which spans across all product types
Providing strategic direction to meet both the team’s and organization’s goals
Educating portfolio managers and traders on applicable fund/account guidelines and trading policies; and implementing effective mechanisms to provide timely reporting
Communicating client, regulatory, prospectus, Board, and internal policies to portfolio managers and traders
Providing AMC senior management with information on current trends and issues recognized during assignments and providing solutions
Solving business problems with a focus on process improvements and automation
Leading business initiatives and projects
The Expertise and Skills You Bring
Bachelor’s degree and typically 10+ years in the financial services industry, compliance, legal, risk, and/or audit experience
Broad and deep experience in the area of investment compliance, investment support, or investment operations
Strong leadership and talent development skills
Exceptional relationship management, communication and influencing skills
Independent thinker; accountable for and skilled in exercising sound judgment
High degree of integrity and strong work ethic; orientation toward results; positive attitude
Strong analytical, organizational, and problem solving skills
Detail oriented with a focus on potential anomalies in trading and investment management behaviors
Ability to explain complex regulatory and policy requirements to all levels of the organization
The Team
Asset Management Compliance ('AMC') works closely with Fidelity’s investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are focused on delivering sound guidance and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the financial services industry.
The Investment Compliance Monitoring Team, within AMC, is responsible for proactively reducing the risk of trade error and portfolio compliance violations through real time and post trade compliance monitoring with client, regulatory and internal policy limitations for specific equity, fixed income and alternative funds and accounts. This team is the first point of contact for investment professionals seeking advice related to their portfolios’ state of compliance.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>NOTE: Fidelity will not provide sponsorship for this position.
The Role
Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products? In this role you will prepare the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Products in scope may include BDCs, Limited Partnerships and REITs with investments in alternative asset classes. Your ability to work within an operations team and to meet deadlines will be essential to our success in delivering high-quality financial reporting for Fidelity’s Investment Products. You will also participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners.
The Expertise and Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience, and capabilities that will continue to contribute to Fidelity’s current and future success!
#FFIOALTS
#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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>NOTE: Fidelity will not provide sponsorship for this position.
The Role
Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products? In this role you will prepare the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Products in scope may include BDCs, Limited Partnerships and REITs with investments in alternative asset classes. Your ability to work within an operations team and to meet deadlines will be essential to our success in delivering high-quality financial reporting for Fidelity’s Investment Products. You will also participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners.
The Expertise and Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience, and capabilities that will continue to contribute to Fidelity’s current and future success!
#FFIOALTS
#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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
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.
The Expertise You Have:
The Skills You Bring:
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.
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.
The Expertise You Have:
The Skills You Bring:
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Senior Full Stack Developer in a Quantitative Development team, you will play a key role as a technical leader responsible for designing, implementing and deploying complex end-to-end web applications used by investment professionals and senior management executives. You will work closely with quantitative analysts as well as peer technology teams in a dynamic and fast-paced environment to architect robust technology solutions in areas such as portfolio construction, risk management, and alpha research.
The Expertise and Skills You Bring
The Team
The Asset Management Embedded Quantitative Development team is part of Asset Management’s Quantitative Research and Investment Technology group that partners with the investment teams in Fidelity Asset Management Solutions on various projects including portfolio construction, risk management, and alpha research. We create high quality, robust, and efficient high-responsive solutions that are used to enhance Fidelity productivity and decision-making 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.
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
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.
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
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.
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
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.
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
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.
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
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.
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
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.
Senior Systems Analyst - Business Enablement, Data & Analytics
Note: Fidelity is not providing immigration sponsorship for this position
Fidelity Digital Assets® is dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, where years of research and development have provided us with the deep expertise necessary to build the future of finance. As a Sr. Systems Analst on the FDA Product Delivery team you would have the opportunity to directly contribute towards this future.
The Role
This role requires a dedicated, curious, and passionate analyst who will:
Leads analysis efforts using process flows, screen mockups, data, use cases and other relevant analysis tools
Advocates for high quality solutions by performing feasibility and cost/benefits analysis and making recommendations to the systems design
Develop positive relationships and champion a collaborative team environment
Extract, analyze, and supply data that assists in decision-making
Work with engineering and business teams to ensure adequate test coverage of system changes/enhancements and ensuring requirements are being met
Bring curiosity and a questioning mind-set to work, asking about the why and the value of new features/enhancements we build
Lead team members to clearly and completely define the scope of problems, in terms of business and/or system requirements and processes.
Evaluate the design of existing and in-development systems to assess their functionality, dependability, and maintainability
Produce and/or maintain system feature design documentation and user training and materials
Implement product delivery process efficiencies and best practices
The Expertise and Skills You Bring
Bachelor's degree in either Computer Science, Information Systems, Mathematics or Business related field
5 years of experience related to analysis and product delivery
Experience with systems development methodologies and formal documentation processes.
Moderate expertise in analyzing end-to-end processes, utilizing tools and techniques for data presentation and analysis, including REST API technologies, SQL, JSON, and Postman/Insomnia.
Analytical mindset capable of assessing the magnitude and impact of work at a granular level, down to individual user stories.
Data-driven approach to decision-making, with the ability to measure, collect, and leverage data effectively while balancing intuition.
Strong written and verbal communication skills, with the technical acumen to drive outcomes and influence stakeholders effectively.
Ability to navigate ambiguity with flexibility and adaptability.
Willingness to dive in and understand code for analysis and support purposes
Able to understand the technology and software architecture of an application
The Team
The Fidelity Digital Assets® Product Delivery team is central to enhancing and delivering platform capabilities that serve FDA Institutional clients and platform consumers to offer Digital Asset products to their customers. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business, and seek to increase the value we provide through our product delivery practice.
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.
Senior Systems Analyst - Business Enablement, Data & Analytics
Note: Fidelity is not providing immigration sponsorship for this position
Fidelity Digital Assets® is dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, where years of research and development have provided us with the deep expertise necessary to build the future of finance. As a Sr. Systems Analst on the FDA Product Delivery team you would have the opportunity to directly contribute towards this future.
The Role
This role requires a dedicated, curious, and passionate analyst who will:
Leads analysis efforts using process flows, screen mockups, data, use cases and other relevant analysis tools
Advocates for high quality solutions by performing feasibility and cost/benefits analysis and making recommendations to the systems design
Develop positive relationships and champion a collaborative team environment
Extract, analyze, and supply data that assists in decision-making
Work with engineering and business teams to ensure adequate test coverage of system changes/enhancements and ensuring requirements are being met
Bring curiosity and a questioning mind-set to work, asking about the why and the value of new features/enhancements we build
Lead team members to clearly and completely define the scope of problems, in terms of business and/or system requirements and processes.
Evaluate the design of existing and in-development systems to assess their functionality, dependability, and maintainability
Produce and/or maintain system feature design documentation and user training and materials
Implement product delivery process efficiencies and best practices
The Expertise and Skills You Bring
Bachelor's degree in either Computer Science, Information Systems, Mathematics or Business related field
5 years of experience related to analysis and product delivery
Experience with systems development methodologies and formal documentation processes.
Moderate expertise in analyzing end-to-end processes, utilizing tools and techniques for data presentation and analysis, including REST API technologies, SQL, JSON, and Postman/Insomnia.
Analytical mindset capable of assessing the magnitude and impact of work at a granular level, down to individual user stories.
Data-driven approach to decision-making, with the ability to measure, collect, and leverage data effectively while balancing intuition.
Strong written and verbal communication skills, with the technical acumen to drive outcomes and influence stakeholders effectively.
Ability to navigate ambiguity with flexibility and adaptability.
Willingness to dive in and understand code for analysis and support purposes
Able to understand the technology and software architecture of an application
The Team
The Fidelity Digital Assets® Product Delivery team is central to enhancing and delivering platform capabilities that serve FDA Institutional clients and platform consumers to offer Digital Asset products to their customers. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business, and seek to increase the value we provide through our product delivery practice.
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.
Senior Systems Analyst - Business Enablement, Data & Analytics
Note: Fidelity is not providing immigration sponsorship for this position
Fidelity Digital Assets® is dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, where years of research and development have provided us with the deep expertise necessary to build the future of finance. As a Sr. Systems Analst on the FDA Product Delivery team you would have the opportunity to directly contribute towards this future.
The Role
This role requires a dedicated, curious, and passionate analyst who will:
Leads analysis efforts using process flows, screen mockups, data, use cases and other relevant analysis tools
Advocates for high quality solutions by performing feasibility and cost/benefits analysis and making recommendations to the systems design
Develop positive relationships and champion a collaborative team environment
Extract, analyze, and supply data that assists in decision-making
Work with engineering and business teams to ensure adequate test coverage of system changes/enhancements and ensuring requirements are being met
Bring curiosity and a questioning mind-set to work, asking about the why and the value of new features/enhancements we build
Lead team members to clearly and completely define the scope of problems, in terms of business and/or system requirements and processes.
Evaluate the design of existing and in-development systems to assess their functionality, dependability, and maintainability
Produce and/or maintain system feature design documentation and user training and materials
Implement product delivery process efficiencies and best practices
The Expertise and Skills You Bring
Bachelor's degree in either Computer Science, Information Systems, Mathematics or Business related field
5 years of experience related to analysis and product delivery
Experience with systems development methodologies and formal documentation processes.
Moderate expertise in analyzing end-to-end processes, utilizing tools and techniques for data presentation and analysis, including REST API technologies, SQL, JSON, and Postman/Insomnia.
Analytical mindset capable of assessing the magnitude and impact of work at a granular level, down to individual user stories.
Data-driven approach to decision-making, with the ability to measure, collect, and leverage data effectively while balancing intuition.
Strong written and verbal communication skills, with the technical acumen to drive outcomes and influence stakeholders effectively.
Ability to navigate ambiguity with flexibility and adaptability.
Willingness to dive in and understand code for analysis and support purposes
Able to understand the technology and software architecture of an application
The Team
The Fidelity Digital Assets® Product Delivery team is central to enhancing and delivering platform capabilities that serve FDA Institutional clients and platform consumers to offer Digital Asset products to their customers. Members of our team are highly dynamic, team-oriented and partner with each other, business partners and their squads. We lead by example, seek to continuously improve, deliver creative solutions that solve complex challenges and/or advance the business, and seek to increase the value we provide through our product delivery practice.
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.
Data Governance Analyst
The Role
The Data Governance Analyst is part of the Enterprise Data Management Center of Excellence, supporting the execution of Data Management and Governance initiatives through partnerships with governance leads across Fidelity. This role blends foundational data governance knowledge with hands-on coordination responsibilities, helping ensure governance workstreams are organized, documented, tracked, and progressing consistently.
In this role, you will support governance adoption and maturity, maintain governance artifacts, assist with reporting and communications, and help coordinate cross-functional activities across data, technology, and business teams. This role offers an opportunity to build foundational enterprise data governance expertise and develop toward expanded roles in data governance leadership, data management, or program delivery.
The Skills and Expertise You Bring
The Team
This role is part of the Enterprise Data Management team within the Enterprise Data and AI organization. This role works closely with cross-BU Data Governance teams including leads, stewardship, technology enablement, architecture, and analysts. The team focuses on identifying centralized standards and adopting technology capabilities that, when implemented effectively, add value across the organization and support maturing data governance practices.
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.
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.
]]>Data Governance Analyst
The Role
The Data Governance Analyst is part of the Enterprise Data Management Center of Excellence, supporting the execution of Data Management and Governance initiatives through partnerships with governance leads across Fidelity. This role blends foundational data governance knowledge with hands-on coordination responsibilities, helping ensure governance workstreams are organized, documented, tracked, and progressing consistently.
In this role, you will support governance adoption and maturity, maintain governance artifacts, assist with reporting and communications, and help coordinate cross-functional activities across data, technology, and business teams. This role offers an opportunity to build foundational enterprise data governance expertise and develop toward expanded roles in data governance leadership, data management, or program delivery.
The Skills and Expertise You Bring
The Team
This role is part of the Enterprise Data Management team within the Enterprise Data and AI organization. This role works closely with cross-BU Data Governance teams including leads, stewardship, technology enablement, architecture, and analysts. The team focuses on identifying centralized standards and adopting technology capabilities that, when implemented effectively, add value across the organization and support maturing data governance practices.
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.
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.
]]>Data Governance Analyst
The Role
The Data Governance Analyst is part of the Enterprise Data Management Center of Excellence, supporting the execution of Data Management and Governance initiatives through partnerships with governance leads across Fidelity. This role blends foundational data governance knowledge with hands-on coordination responsibilities, helping ensure governance workstreams are organized, documented, tracked, and progressing consistently.
In this role, you will support governance adoption and maturity, maintain governance artifacts, assist with reporting and communications, and help coordinate cross-functional activities across data, technology, and business teams. This role offers an opportunity to build foundational enterprise data governance expertise and develop toward expanded roles in data governance leadership, data management, or program delivery.
The Skills and Expertise You Bring
The Team
This role is part of the Enterprise Data Management team within the Enterprise Data and AI organization. This role works closely with cross-BU Data Governance teams including leads, stewardship, technology enablement, architecture, and analysts. The team focuses on identifying centralized standards and adopting technology capabilities that, when implemented effectively, add value across the organization and support maturing data governance practices.
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.
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.
]]>Please Note: Fidelity is unable to provide visa sponsorship for this role.
Overview: We are seeking a Senior Financial Analyst to support business case development, product analysis, and revenue performance insights. This role sits at the intersection of finance, data, and product strategy, with a strong emphasis on data sourcing, analytical rigor, and business understanding.
Key Responsibilities:
Qualifications:
Preferred:
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.
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.
]]>Please Note: Fidelity is unable to provide visa sponsorship for this role.
Overview: We are seeking a Senior Financial Analyst to support business case development, product analysis, and revenue performance insights. This role sits at the intersection of finance, data, and product strategy, with a strong emphasis on data sourcing, analytical rigor, and business understanding.
Key Responsibilities:
Qualifications:
Preferred:
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.
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.
]]>Please Note: Fidelity is unable to provide visa sponsorship for this role.
Overview: We are seeking a Senior Financial Analyst to support business case development, product analysis, and revenue performance insights. This role sits at the intersection of finance, data, and product strategy, with a strong emphasis on data sourcing, analytical rigor, and business understanding.
Key Responsibilities:
Qualifications:
Preferred:
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Principal Trading Engineer (Java, Algo, SOR)
Note: Fidelity will not provide immigration sponsorship for this position
We are currently sourcing for a Principal Trading Engineer (Java, Algo, SOR) for Crypto Trading to work in Jersey City, NJ.
The Role
The Principal Trading Engineer (Java, Algo, SOR) will be working in development and delivery of high quality, timely and maintainable software solutions in an Agile environment which meet functional and non-functional business requirements. This role will involve partner & stakeholder engagement, design and release support. In this role, you will be an integral part of the Trading Team where you’ll get the opportunity to develop your skills, collaborate across Fidelity teams and continue to learn in a fun, collaborative, iterative, and rapidly changing environment. This is a hands-on role where you will write code for product features. It is a great opportunity to build secure, scalable, resilient cloud-based services utilizing modern software development practices.
This is a hands-on, individual contributor role where you will be responsible for:
Designing and implementing technology solutions for the Fidelity Digital Assets® business
High Performance algorithms for trading / crypto trading
Working closely with our business partners to contribute to business-critical initiatives
Demonstrate software engineering excellence through continuous integration, continuous deployment
Keeps current with IT blueprint, frameworks and technologies that would benefit us and improve our productivity; guides junior team members on technology
Collaborate with multiple stakeholders/large cross functional teams as part of work delivery
Follows practices and contribute towards innovative solutions to increase productivity
This is a hands-on role where you will write code for product features
Set technical direction for software developers by concluding design with other tech leads and architecture
The Expertise and Skills You Bring
Bachelor's degree in computer science or related field required
10+ years of trading engineering experience
Experience in Capital markets or cryptocurrency specifically with exposure to Trading, Algo Trading
Strong background in designing and developing low latency trading systems
Knowledge of WebSocket and FIX protocols
Experience in building matching engine, OMS/EMS or exchange-connectivity platform
Experience using kernel bypass e.g. Solarflare OpenOnLoad
Extensive experience with modern Java using zero GC pattern
Highly proficient in ultra-low latency design patterns and optimizing trading systems
Hands on experience with low latency messaging products, such as Aeron, Solace or 29West
Proficient in SQL and a working knowledge of relational and time series databases
Experience with designing APIs, distributed systems, asynchronous workers and resilient messaging services
An understanding of microservice architecture and cloud-based deployments
An understanding of sequencer architecture
Ability to build reliable software that can withstand unreliable environments
Can provide leadership and mentorship across small, agile teams in a very collaborative environment where your ideas are welcome
Solid analytical, communication, and organizational skills
An interest in and experience with cryptocurrencies and a passion for keeping up to date in the space
Have the drive and ability to deliver software with a high degree of automation
Proficient with version control systems and can handle development for multiple releases in parallel
Have the spirit and willingness to contribute to org level innovation
Have a learning mindset and can demonstrate versatility in addition to your specialization
Should have the ability to work effectively with both partners and project team members
Have knowledge of Agile methodologies or iterative development processes
Have knowledge of Acceptance test-driven development a plus.
Have ability to take ownership
Coach team members and take accountability for the deliverables
Excellent collaboration and Interpersonal skills
Great attitude, being a mentor, team player and effective contributor
You have a focus on productivity
The Team
Fidelity Digital Assets®, a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading and servicing digital assets, such as Bitcoin and Ethereum.
Fidelity Digital Assets® adopts an entrepreneurial culture and startup approach while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm’s tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance.
The Fidelity Digital Asset Trading Team is responsible for platform services and APIs that manage trading of cryptocurrency. Platform contains a crossing engine and a smart router that would connect and send client orders to other exchanges and liquidity providers. In addition to aggregating market data and routing orders the platform also includes multiple internal/external facing user interfaces and API and services to support the platform.
#cryptojobs
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As an Accommodation Team Lead Consultant, you will serve as a subject matter expert in workplace accommodations and/or leave of absence management. In this role, you will provide consultative leadership and guidance to a team of Accommodations and/or Leave Advisors who represent the organization during the interactive process under the Americans with Disabilities Act and Amendments Act (ADA/ADAAA).
You will ensure compliance with ADAAA and EEOC guidelines while helping minimize organizational risk through the identification of creative, reasonable accommodation solutions. You will partner cross‑functionally with Legal, Business Unit HR, Corporate Technology, and other stakeholders to influence outcomes and deliver tailored solutions that enable associates to perform the essential functions of their roles.
This role plays a key part in shaping strategies that promote accessibility, inclusion, and an equitable associate experience across the organization.
The Expertise and Skills You Bring
Experience supporting leave of absence and ADA accommodations, including demonstrated working knowledge of ADAAA, EEOC guidance, accessibility requirements, and FMLA: Certification required.
Strong consultative, interpersonal, and influencing skills, with the ability to partner effectively across all levels of an organization.
Proven ability to manage complex, high‑volume, and sensitive cases with professionalism, discretion, and sound judgment.
Strong organizational and time‑management skills to effectively manage competing priorities and caseload demands.
Confidence providing coaching, feedback, and mentorship without direct supervisory authority.
Excellent analytical skills to balance compliance, associate experience, and business needs.
Exceptional written and verbal communication skills, including clear documentation and tailored correspondence.
Experience leading or supporting strategic initiatives, vendor partnerships, or enterprise‑level improvements.
Demonstrated success in resolving escalations and driving operational or compliance enhancements.
The Team
You will join the Leave of Absence and Accommodation Team within HR Shared Services / Associate Servicing. This centralized team administers leaves of absence, disability accommodation requests, and workers’ compensation claims for Fidelity’s U.S.-based associates.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As an Accommodation Team Lead Consultant, you will serve as a subject matter expert in workplace accommodations and/or leave of absence management. In this role, you will provide consultative leadership and guidance to a team of Accommodations and/or Leave Advisors who represent the organization during the interactive process under the Americans with Disabilities Act and Amendments Act (ADA/ADAAA).
You will ensure compliance with ADAAA and EEOC guidelines while helping minimize organizational risk through the identification of creative, reasonable accommodation solutions. You will partner cross‑functionally with Legal, Business Unit HR, Corporate Technology, and other stakeholders to influence outcomes and deliver tailored solutions that enable associates to perform the essential functions of their roles.
This role plays a key part in shaping strategies that promote accessibility, inclusion, and an equitable associate experience across the organization.
The Expertise and Skills You Bring
Experience supporting leave of absence and ADA accommodations, including demonstrated working knowledge of ADAAA, EEOC guidance, accessibility requirements, and FMLA: Certification required.
Strong consultative, interpersonal, and influencing skills, with the ability to partner effectively across all levels of an organization.
Proven ability to manage complex, high‑volume, and sensitive cases with professionalism, discretion, and sound judgment.
Strong organizational and time‑management skills to effectively manage competing priorities and caseload demands.
Confidence providing coaching, feedback, and mentorship without direct supervisory authority.
Excellent analytical skills to balance compliance, associate experience, and business needs.
Exceptional written and verbal communication skills, including clear documentation and tailored correspondence.
Experience leading or supporting strategic initiatives, vendor partnerships, or enterprise‑level improvements.
Demonstrated success in resolving escalations and driving operational or compliance enhancements.
The Team
You will join the Leave of Absence and Accommodation Team within HR Shared Services / Associate Servicing. This centralized team administers leaves of absence, disability accommodation requests, and workers’ compensation claims for Fidelity’s U.S.-based associates.
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.
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
This position provides advanced administrative support to at least two Vice President level roles within the Brokerage organization. Your passion for execution and building relationships will serve as a foundational skill in our fast-paced regional center environment.
The administrative staff at Fidelity plays a vital role in the company's success, and individuals serving in these positions are recognized by their colleagues as key members of their group, department, or interpersonal team. You work directly with, and provide support to, management at all levels of the company.
The Expertise You Have
The Skills You Bring
The Value You Deliver
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>NOTE: Fidelity will not provide immigration sponsorship for this role.
The FI Organization is seeking a Director, Alternatives Investment Analysis. In this role you will partner with our team of sales professionals, investment strategists, and relationship managers to help grow Fidelity’s Alternatives market share within the advisor-sold channel. To do so, you will leverage deep subject matter expertise in conducting product, market, and competitive analysis for Alternatives investments across multiple structures and assets. You will coordinate the execution across marketing, sales, asset management, analytics, and market readiness to deliver these relevant insights to our clients. The team supports all channels including broker-dealer, RIA, banking, and insurance.
Bachelor's degree required
CFA preferred
10 years of investment product, sales, or equivalent experience
Series 7 and 63 licenses required
Technical expertise in investment analytics, performance analysis, reporting, market data charting and provisioning, and communications
Experience in creating compelling and action-inducing stories using data and analytics. This includes investment insights, thought-leadership and marketing materials.
Can work across a complex, matrixed organization to meet business partners’ needs and collaborate to advance business strategic priorities
Ability to build internal partnerships and relationships in a team environment
Maintains excellent communication, presentation, and interpersonal skills
Excellent project management, time management, and organizational skills
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide, including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.
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.
NOTE: Fidelity will not provide immigration sponsorship for this role.
The FI Organization is seeking a Director, Alternatives Investment Analysis. In this role you will partner with our team of sales professionals, investment strategists, and relationship managers to help grow Fidelity’s Alternatives market share within the advisor-sold channel. To do so, you will leverage deep subject matter expertise in conducting product, market, and competitive analysis for Alternatives investments across multiple structures and assets. You will coordinate the execution across marketing, sales, asset management, analytics, and market readiness to deliver these relevant insights to our clients. The team supports all channels including broker-dealer, RIA, banking, and insurance.
Bachelor's degree required
CFA preferred
10 years of investment product, sales, or equivalent experience
Series 7 and 63 licenses required
Technical expertise in investment analytics, performance analysis, reporting, market data charting and provisioning, and communications
Experience in creating compelling and action-inducing stories using data and analytics. This includes investment insights, thought-leadership and marketing materials.
Can work across a complex, matrixed organization to meet business partners’ needs and collaborate to advance business strategic priorities
Ability to build internal partnerships and relationships in a team environment
Maintains excellent communication, presentation, and interpersonal skills
Excellent project management, time management, and organizational skills
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide, including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.
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.
Data Science Practice Lead
Note: Fidelity will not provide immigration sponsorship for this position.
We are seeking an experienced Data Science Practice Lead to help drive and scale data science use cases and AI-enabled capabilities for internal technology and operations. In this Boston-based leadership role, you will focus on internal-facing use cases, supporting teams like customer support/call centers, document workflow, compliance, finance, and other corporate functions. The ideal candidate combines deep technical data science expertise with strong leadership and business collaboration skills. You will guide a team of data scientists to deliver innovative solutions, working closely with business stakeholders and engineering partners to ensure projects are well-scoped, aligned to business needs and enterprise standards. A key aspect of this role is driving experimentation and pilot projects to prove value before scaling solutions to full production. If you are passionate about making measurable operational improvements and can communicate clearly to both technical and non-technical audiences, we want to hear from you.
Key Responsibilities:
Identify and Scope High-Impact Use Cases: Work directly with internal business stakeholders to identify high-value internal problems and frame them into AI use cases. Translate business needs into AI/ML capabilities, experiments, and measurable outcomes that align solution delivery with business objectives.
Drive Experimentation and Pilot Solutions: Lead prototyping efforts and experimental pilot programs to validate solution approaches and quantify business value before full-scale deployment. Employ an iterative, test-and-learn approach – designing A/B tests or proof-of-concepts to quickly learn what works and adjusting based on data-driven learnings and business stakeholder input. Ensure success metrics and KPIs are defined for each initiative to objectively evaluate impact.
Leadership and Team Development: Guide and mentor a team of data scientists, providing technical direction and oversight. Set the example for best practices in modeling, coding, and project execution. Manage project portfolios to ensure multiple workstreams progress on schedule and deliver high-quality results, while fostering a culture of curiosity, collaboration, and continuous learning on the team.
Cross-Functional Collaboration and Delivery: Partner closely with engineering and architecture teams to implement data science solutions into production. Oversee the development of robust data pipelines and integration of models into existing systems, ensuring solutions are scalable, well-documented, and maintainable. Work with business stakeholders (e.g. operations, finance, HR, compliance) to pilot and roll out tools that create efficiencies and drive value, making sure these solutions fit seamlessly into business operations.
Communication and Stakeholder Management: Communicate progress, tradeoffs, and recommendations in clear, impactful ways. Translate technical concepts into business terms, including end-to-end impact of AI solutions, total cost (build/maintain), risks and controls, and value realized against agreed KPIs. Present solution performance and insights to non-technical leaders using compelling storytelling and visualizations. Regularly update stakeholders, align on success metrics, and drive adoption and change management so solutions are used and sustained.
Required Qualifications:
Education and Experience: Bachelor’s degree in Statistics, Computer Science, Data Analytics, or a related quantitative field. 15 years of hands-on experience in data science or analytics (with at least a few years in a senior or team lead capacity) delivering business-focused solutions. Proven track record of end-to-end project ownership, from initial concept and prototyping to deploying models into production and iterating on them post-launch.
Business Acumen and Stakeholder Collaboration: Demonstrated ability to work closely with business stakeholders to understand operational processes and challenges and translate them into data analysis or machine learning solutions. Strong project management skills, with an ability to prioritize projects by business need and value impact. Able to serve as a trusted advisor to cross-functional leaders by providing actionable insights that inform strategy and decision-making.
Communication Skills: Excellent written and verbal communication skills, including the ability to distill complex analytical findings into clear presentations for non-technical audiences. Proven experience communicating data stories and recommendations to influence senior executives and frontline operational teams alike.
Analytical Mindset: Strong problem-solving orientation with a data-driven and experimental mindset. Comfortable designing hypotheses, setting up experiments or analyses to test them, and making pragmatic decisions based on results. Able to ask the right questions and pursue whatever data or analyses are needed to answer them. Highly detail-oriented with a commitment to data quality, validation, and rigorous methodology.
Preferred Qualifications:
Advanced Degree: Master’s or PhD in a relevant field (e.g. Data Science, Statistics, Computer Science, Engineering, etc.) for deeper theoretical foundation.
Industry/Domain Experience: Experience applying data science in internal/corporate operations contexts – for instance, analytics projects in call centers, back-office processes, compliance, or other support functions. Familiarity with operational metrics and challenges in these domains can help you hit the ground running.
Experimentation and Agile Methods: Hands-on experience designing and analyzing experiments (A/B tests or pilots) to evaluate solution impact is a strong plus. Knowledge of Agile project management or iterative development methodologies to drive analytics projects from conception through completion is desirable.
Advanced Analytics and Tools: Demonstrated experience with modern NLP and Generative AI techniques (LLMs, RAG, agentic workflows, and multimodal where relevant). Hands-on experience with LLM evaluation and observability/tracing practices (e.g., experiment tracking, prompt/model evaluation, runtime monitoring, and debugging of agent behavior). Experience implementing safety and compliance guardrails and governance controls for enterprise GenAI deployments. Familiarity with data visualization and BI tools (Tableau, Power BI, etc.) for dashboarding and reporting to stakeholders is a plus.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
You are an experienced engineer with a deep hands-on experience developing systems and products with a burning desire to deliver software solutions which unlock the capabilities of Generative AI in the context of a professional domain such as finance. You are passionate about this opportunity to help drive and deliver first-of-a-kind knowledge-based applications for investment professionals.
You have prior experience in developing and crafting products using constantly evolving, powerful yet brittle, AI technology. You are comfortable working in a fast-paced environment where the lag between conceptualization, research, development, and productionization is constantly shortening. You are skilled at working with architecture and engineering stakeholders. You enjoy mentoring junior contributors, helping them grow and learn new skills in today’s engineering field. You are a critical thinker who revels in working as part of a team to deliver the most amount of value in the least amount of time.
We are developing a Large Language Model (LLM)-first knowledge stack for investment professionals at Fidelity Asset Management – analysts and portfolio manager in equities, fixed income, high income, direct lending. The stack will be able to process all the documents of interest to analysts – e.g., analyst reports, earnings notes, spreadsheet models, prospectuses, loan indentures, news reports, regulatory filings. It will support the deployment of personalized assistants that can assist principals in their full range of information consumption/processing/production tasks.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
You are an experienced engineer with a deep hands-on experience developing systems and products with a burning desire to deliver software solutions which unlock the capabilities of Generative AI in the context of a professional domain such as finance. You are passionate about this opportunity to help drive and deliver first-of-a-kind knowledge-based applications for investment professionals.
You have prior experience in developing and crafting products using constantly evolving, powerful yet brittle, AI technology. You are comfortable working in a fast-paced environment where the lag between conceptualization, research, development, and productionization is constantly shortening. You are skilled at working with architecture and engineering stakeholders. You enjoy mentoring junior contributors, helping them grow and learn new skills in today’s engineering field. You are a critical thinker who revels in working as part of a team to deliver the most amount of value in the least amount of time.
We are developing a Large Language Model (LLM)-first knowledge stack for investment professionals at Fidelity Asset Management – analysts and portfolio manager in equities, fixed income, high income, direct lending. The stack will be able to process all the documents of interest to analysts – e.g., analyst reports, earnings notes, spreadsheet models, prospectuses, loan indentures, news reports, regulatory filings. It will support the deployment of personalized assistants that can assist principals in their full range of information consumption/processing/production tasks.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
You are an experienced engineer with a deep hands-on experience developing systems and products with a burning desire to deliver software solutions which unlock the capabilities of Generative AI in the context of a professional domain such as finance. You are passionate about this opportunity to help drive and deliver first-of-a-kind knowledge-based applications for investment professionals.
You have prior experience in developing and crafting products using constantly evolving, powerful yet brittle, AI technology. You are comfortable working in a fast-paced environment where the lag between conceptualization, research, development, and productionization is constantly shortening. You are skilled at working with architecture and engineering stakeholders. You enjoy mentoring junior contributors, helping them grow and learn new skills in today’s engineering field. You are a critical thinker who revels in working as part of a team to deliver the most amount of value in the least amount of time.
We are developing a Large Language Model (LLM)-first knowledge stack for investment professionals at Fidelity Asset Management – analysts and portfolio manager in equities, fixed income, high income, direct lending. The stack will be able to process all the documents of interest to analysts – e.g., analyst reports, earnings notes, spreadsheet models, prospectuses, loan indentures, news reports, regulatory filings. It will support the deployment of personalized assistants that can assist principals in their full range of information consumption/processing/production tasks.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
You are an experienced engineer with a deep hands-on experience developing systems and products with a burning desire to deliver software solutions which unlock the capabilities of Generative AI in the context of a professional domain such as finance. You are passionate about this opportunity to help drive and deliver first-of-a-kind knowledge-based applications for investment professionals.
You have prior experience in developing and crafting products using constantly evolving, powerful yet brittle, AI technology. You are comfortable working in a fast-paced environment where the lag between conceptualization, research, development, and productionization is constantly shortening. You are skilled at working with architecture and engineering stakeholders. You enjoy mentoring junior contributors, helping them grow and learn new skills in today’s engineering field. You are a critical thinker who revels in working as part of a team to deliver the most amount of value in the least amount of time.
We are developing a Large Language Model (LLM)-first knowledge stack for investment professionals at Fidelity Asset Management – analysts and portfolio manager in equities, fixed income, high income, direct lending. The stack will be able to process all the documents of interest to analysts – e.g., analyst reports, earnings notes, spreadsheet models, prospectuses, loan indentures, news reports, regulatory filings. It will support the deployment of personalized assistants that can assist principals in their full range of information consumption/processing/production tasks.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
You are an experienced engineer with a deep hands-on experience developing systems and products with a burning desire to deliver software solutions which unlock the capabilities of Generative AI in the context of a professional domain such as finance. You are passionate about this opportunity to help drive and deliver first-of-a-kind knowledge-based applications for investment professionals.
You have prior experience in developing and crafting products using constantly evolving, powerful yet brittle, AI technology. You are comfortable working in a fast-paced environment where the lag between conceptualization, research, development, and productionization is constantly shortening. You are skilled at working with architecture and engineering stakeholders. You enjoy mentoring junior contributors, helping them grow and learn new skills in today’s engineering field. You are a critical thinker who revels in working as part of a team to deliver the most amount of value in the least amount of time.
We are developing a Large Language Model (LLM)-first knowledge stack for investment professionals at Fidelity Asset Management – analysts and portfolio manager in equities, fixed income, high income, direct lending. The stack will be able to process all the documents of interest to analysts – e.g., analyst reports, earnings notes, spreadsheet models, prospectuses, loan indentures, news reports, regulatory filings. It will support the deployment of personalized assistants that can assist principals in their full range of information consumption/processing/production tasks.
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.
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.
The Expertise You Have:
The Skills You Bring:
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.
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.
The Expertise You Have:
The Skills You Bring:
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.
NOTE: Fidelity will not provide sponsorship for this position.
The Role
In this role you will be responsible for assessing and documenting the requirements for Fidelity’s digital investment products operational ecosystem, including cryptocurrencies and tokenized products. The areas for evaluation will include Fidelity Fund Investment Operations. You will provide critical digital subject matter expertise and context to accelerate product roadmap and target state operating model.
This role is in the Digital team within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO’s capabilities and to move from operational readiness to a scalable target state operating model. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners.
The Expertise and Skills You Bring
Bachelor’s degree or equivalent. 10+ years of experience preferred. CAIA, CFA, and /or MBA is a plus.
Experience in investment and fund operations, including key processes (administration, valuation, custody, trading ops, performance, compliance) and how operating models function across asset management.
Experience in asset management operations, product/portfolio operations, or technology-enabled operating model change.
Understanding of digital asset space and ability to ramp quickly in this sector. Detailed knowledge of digital investment products—cryptocurrencies, tokens, and blockchain-based transaction flows—preferred.
Project/program management excellence, including proficiency with PM tools and PMO practices.
Exceptional stakeholder management, communication, and analytical problem-solving skills—able to influence in a matrixed environment, synthesize complex issues, and deliver clear, actionable recommendation.
What You’ll Do
Program & PMO Leadership
Own end-to-end program management for digital asset operations initiatives (RTB + CTB).
Build and maintain integrated project plans, deliverables calendars, and critical path timelines.
Establish and run cadence with business partners across FFIO, GPS, AM, Compliance, Legal, Risk, Technology, TO, and external providers.
Create executive-ready materials for stakeholders and governance forums.
Stand up and run program PMO mechanisms: RAID, decision logs, change control, intake triage, and KPI tracking.
Governance, Communication & Education
Prepare concise, decision-oriented communications for leadership.
Maintain documentation of operating models, process maps, RACI, controls, and playbooks.
Leverage Fidelity’s Digital Drivers curriculum to cascade digital asset awareness across FFIO and partner teams.
Run the Business
Coordinate daily operational readiness for digital products—process stability, controls, SLAs, and incident response.
Track and resolve operational issues, drive root cause analysis and durable fixes.
Align and document procedures across administration, custody, valuation, trading ops, performance, compliance monitoring, and data flows.
Change the Business
Lead cross-functional execution for new capabilities, product launches, regulatory change, and platform migrations.
Manage dependencies across teams and vendors; ensure testing, readiness, and controlled releases.
Assist Technology on roadmap delivery for digital assets.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
In Global Product Solutions, we’re on a mission to deliver innovation and exceptional product and program solutions from concept through execution while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. Doing this in the smartest and most effective way is more important than ever as we are implementing Fidelity’s new digital and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work. #FFIOAlts #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.
NOTE: Fidelity will not provide sponsorship for this position.
The Role
In this role you will be responsible for assessing and documenting the requirements for Fidelity’s digital investment products operational ecosystem, including cryptocurrencies and tokenized products. The areas for evaluation will include Fidelity Fund Investment Operations. You will provide critical digital subject matter expertise and context to accelerate product roadmap and target state operating model.
This role is in the Digital team within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO’s capabilities and to move from operational readiness to a scalable target state operating model. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners.
The Expertise and Skills You Bring
Bachelor’s degree or equivalent. 10+ years of experience preferred. CAIA, CFA, and /or MBA is a plus.
Experience in investment and fund operations, including key processes (administration, valuation, custody, trading ops, performance, compliance) and how operating models function across asset management.
Experience in asset management operations, product/portfolio operations, or technology-enabled operating model change.
Understanding of digital asset space and ability to ramp quickly in this sector. Detailed knowledge of digital investment products—cryptocurrencies, tokens, and blockchain-based transaction flows—preferred.
Project/program management excellence, including proficiency with PM tools and PMO practices.
Exceptional stakeholder management, communication, and analytical problem-solving skills—able to influence in a matrixed environment, synthesize complex issues, and deliver clear, actionable recommendation.
What You’ll Do
Program & PMO Leadership
Own end-to-end program management for digital asset operations initiatives (RTB + CTB).
Build and maintain integrated project plans, deliverables calendars, and critical path timelines.
Establish and run cadence with business partners across FFIO, GPS, AM, Compliance, Legal, Risk, Technology, TO, and external providers.
Create executive-ready materials for stakeholders and governance forums.
Stand up and run program PMO mechanisms: RAID, decision logs, change control, intake triage, and KPI tracking.
Governance, Communication & Education
Prepare concise, decision-oriented communications for leadership.
Maintain documentation of operating models, process maps, RACI, controls, and playbooks.
Leverage Fidelity’s Digital Drivers curriculum to cascade digital asset awareness across FFIO and partner teams.
Run the Business
Coordinate daily operational readiness for digital products—process stability, controls, SLAs, and incident response.
Track and resolve operational issues, drive root cause analysis and durable fixes.
Align and document procedures across administration, custody, valuation, trading ops, performance, compliance monitoring, and data flows.
Change the Business
Lead cross-functional execution for new capabilities, product launches, regulatory change, and platform migrations.
Manage dependencies across teams and vendors; ensure testing, readiness, and controlled releases.
Assist Technology on roadmap delivery for digital assets.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
In Global Product Solutions, we’re on a mission to deliver innovation and exceptional product and program solutions from concept through execution while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. Doing this in the smartest and most effective way is more important than ever as we are implementing Fidelity’s new digital and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work. #FFIOAlts #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.
NOTE: Fidelity will not provide sponsorship for this position.
The Role
In this role you will be responsible for assessing and documenting the requirements for Fidelity’s digital investment products operational ecosystem, including cryptocurrencies and tokenized products. The areas for evaluation will include Fidelity Fund Investment Operations. You will provide critical digital subject matter expertise and context to accelerate product roadmap and target state operating model.
This role is in the Digital team within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO’s capabilities and to move from operational readiness to a scalable target state operating model. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners.
The Expertise and Skills You Bring
Bachelor’s degree or equivalent. 10+ years of experience preferred. CAIA, CFA, and /or MBA is a plus.
Experience in investment and fund operations, including key processes (administration, valuation, custody, trading ops, performance, compliance) and how operating models function across asset management.
Experience in asset management operations, product/portfolio operations, or technology-enabled operating model change.
Understanding of digital asset space and ability to ramp quickly in this sector. Detailed knowledge of digital investment products—cryptocurrencies, tokens, and blockchain-based transaction flows—preferred.
Project/program management excellence, including proficiency with PM tools and PMO practices.
Exceptional stakeholder management, communication, and analytical problem-solving skills—able to influence in a matrixed environment, synthesize complex issues, and deliver clear, actionable recommendation.
What You’ll Do
Program & PMO Leadership
Own end-to-end program management for digital asset operations initiatives (RTB + CTB).
Build and maintain integrated project plans, deliverables calendars, and critical path timelines.
Establish and run cadence with business partners across FFIO, GPS, AM, Compliance, Legal, Risk, Technology, TO, and external providers.
Create executive-ready materials for stakeholders and governance forums.
Stand up and run program PMO mechanisms: RAID, decision logs, change control, intake triage, and KPI tracking.
Governance, Communication & Education
Prepare concise, decision-oriented communications for leadership.
Maintain documentation of operating models, process maps, RACI, controls, and playbooks.
Leverage Fidelity’s Digital Drivers curriculum to cascade digital asset awareness across FFIO and partner teams.
Run the Business
Coordinate daily operational readiness for digital products—process stability, controls, SLAs, and incident response.
Track and resolve operational issues, drive root cause analysis and durable fixes.
Align and document procedures across administration, custody, valuation, trading ops, performance, compliance monitoring, and data flows.
Change the Business
Lead cross-functional execution for new capabilities, product launches, regulatory change, and platform migrations.
Manage dependencies across teams and vendors; ensure testing, readiness, and controlled releases.
Assist Technology on roadmap delivery for digital assets.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
In Global Product Solutions, we’re on a mission to deliver innovation and exceptional product and program solutions from concept through execution while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. Doing this in the smartest and most effective way is more important than ever as we are implementing Fidelity’s new digital and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work. #FFIOAlts #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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Solution Architect will play a hands-on role driving the overall technical architecture and being responsible for the end-to-end solution architecture within Fidelity Institutional Technology. They will partner with the Business/Product Sponsors, Agile Squads, and Peer Architects while driving Fidelity Institutional Technology’s digital modernization efforts. The Solution Architect’s focus is enabling and accelerating the delivery of our squads by creating highly reliable, scalable, solutions that deliver key business value.
The Expertise and Skills You Bring
6+ years of industry experience in architecture, analytics, design, and development of enterprise solutions in multiple technology platforms, frameworks, and languages.
Ability to provide technical leadership, prepare design artifacts, and implement solutions for agile teams. You will drive the end-to-end solutions architecture design and ownership and articulate the design to the product owners, agile teams, and architecture leadership.
Possess 2 years experience with architecture governance, creating an architectural roadmap, architecture blueprints, helping business to refine their product roadmap, etc.
Ability to engage with multiple squads to deliver architecture artifacts, drive issue resolution, wellness plans, and product roadmaps.
Ability to analyze business direction, understand the long-term vision, and quantify the risk/benefits in developing strategic technical solutions. Collaborate closely with the product owners and squads in technology evaluation, selection, recommendation, and configuration.
Ability to build and maintain effective relationships with product owners, architects, and technical leads for individual products and applications. Partner with peer architects to find opportunities to refactor business processes, improve customer experience or perform capability rationalization.
Demonstrated knowledge of APIs, UIs, infrastructure, data architecture, security, and new technologies.
Demonstrated understanding of the agile development process and DevOps practices.
Demonstrated software development experience in client-side technologies (Angular/React, JavaScript/TypeScript, HTML, CSS) and strong experience using Java, Java EE/Jakarta EE, Spring Framework/Spring Boot, and web application technologies.
Ability to work both independently and with all levels of the organization, including technical and non-technical team members.
Passion for technology, not limiting yourself to a set of languages or frameworks.
Proven track record of critical thinking and translating business needs into technology solutions.
Strong presentation skills; written and verbal communication including the ability to influence.
Experience in cloud technologies and practices, building and deploying applications using either AWS or Azure or both. Cloud certification preferred.
The Team
Fidelity Institutional Technology Architecture provides strategic technology direction and architecture vision for Fidelity's Institutional businesses. The Fidelity Institutional Technology Architecture group is a comprehensive central architecture practice, leading IT strategy and architecture transformation, IT oversight and governance, promoting collaboration and open communication to facilitate better decision making at all levels. Technology changes lives. Our strategies and solutions make that happen.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Solution Architect will play a hands-on role driving the overall technical architecture and being responsible for the end-to-end solution architecture within Fidelity Institutional Technology. They will partner with the Business/Product Sponsors, Agile Squads, and Peer Architects while driving Fidelity Institutional Technology’s digital modernization efforts. The Solution Architect’s focus is enabling and accelerating the delivery of our squads by creating highly reliable, scalable, solutions that deliver key business value.
The Expertise and Skills You Bring
6+ years of industry experience in architecture, analytics, design, and development of enterprise solutions in multiple technology platforms, frameworks, and languages.
Ability to provide technical leadership, prepare design artifacts, and implement solutions for agile teams. You will drive the end-to-end solutions architecture design and ownership and articulate the design to the product owners, agile teams, and architecture leadership.
Possess 2 years experience with architecture governance, creating an architectural roadmap, architecture blueprints, helping business to refine their product roadmap, etc.
Ability to engage with multiple squads to deliver architecture artifacts, drive issue resolution, wellness plans, and product roadmaps.
Ability to analyze business direction, understand the long-term vision, and quantify the risk/benefits in developing strategic technical solutions. Collaborate closely with the product owners and squads in technology evaluation, selection, recommendation, and configuration.
Ability to build and maintain effective relationships with product owners, architects, and technical leads for individual products and applications. Partner with peer architects to find opportunities to refactor business processes, improve customer experience or perform capability rationalization.
Demonstrated knowledge of APIs, UIs, infrastructure, data architecture, security, and new technologies.
Demonstrated understanding of the agile development process and DevOps practices.
Demonstrated software development experience in client-side technologies (Angular/React, JavaScript/TypeScript, HTML, CSS) and strong experience using Java, Java EE/Jakarta EE, Spring Framework/Spring Boot, and web application technologies.
Ability to work both independently and with all levels of the organization, including technical and non-technical team members.
Passion for technology, not limiting yourself to a set of languages or frameworks.
Proven track record of critical thinking and translating business needs into technology solutions.
Strong presentation skills; written and verbal communication including the ability to influence.
Experience in cloud technologies and practices, building and deploying applications using either AWS or Azure or both. Cloud certification preferred.
The Team
Fidelity Institutional Technology Architecture provides strategic technology direction and architecture vision for Fidelity's Institutional businesses. The Fidelity Institutional Technology Architecture group is a comprehensive central architecture practice, leading IT strategy and architecture transformation, IT oversight and governance, promoting collaboration and open communication to facilitate better decision making at all levels. Technology changes lives. Our strategies and solutions make that happen.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Solution Architect will play a hands-on role driving the overall technical architecture and being responsible for the end-to-end solution architecture within Fidelity Institutional Technology. They will partner with the Business/Product Sponsors, Agile Squads, and Peer Architects while driving Fidelity Institutional Technology’s digital modernization efforts. The Solution Architect’s focus is enabling and accelerating the delivery of our squads by creating highly reliable, scalable, solutions that deliver key business value.
The Expertise and Skills You Bring
6+ years of industry experience in architecture, analytics, design, and development of enterprise solutions in multiple technology platforms, frameworks, and languages.
Ability to provide technical leadership, prepare design artifacts, and implement solutions for agile teams. You will drive the end-to-end solutions architecture design and ownership and articulate the design to the product owners, agile teams, and architecture leadership.
Possess 2 years experience with architecture governance, creating an architectural roadmap, architecture blueprints, helping business to refine their product roadmap, etc.
Ability to engage with multiple squads to deliver architecture artifacts, drive issue resolution, wellness plans, and product roadmaps.
Ability to analyze business direction, understand the long-term vision, and quantify the risk/benefits in developing strategic technical solutions. Collaborate closely with the product owners and squads in technology evaluation, selection, recommendation, and configuration.
Ability to build and maintain effective relationships with product owners, architects, and technical leads for individual products and applications. Partner with peer architects to find opportunities to refactor business processes, improve customer experience or perform capability rationalization.
Demonstrated knowledge of APIs, UIs, infrastructure, data architecture, security, and new technologies.
Demonstrated understanding of the agile development process and DevOps practices.
Demonstrated software development experience in client-side technologies (Angular/React, JavaScript/TypeScript, HTML, CSS) and strong experience using Java, Java EE/Jakarta EE, Spring Framework/Spring Boot, and web application technologies.
Ability to work both independently and with all levels of the organization, including technical and non-technical team members.
Passion for technology, not limiting yourself to a set of languages or frameworks.
Proven track record of critical thinking and translating business needs into technology solutions.
Strong presentation skills; written and verbal communication including the ability to influence.
Experience in cloud technologies and practices, building and deploying applications using either AWS or Azure or both. Cloud certification preferred.
The Team
Fidelity Institutional Technology Architecture provides strategic technology direction and architecture vision for Fidelity's Institutional businesses. The Fidelity Institutional Technology Architecture group is a comprehensive central architecture practice, leading IT strategy and architecture transformation, IT oversight and governance, promoting collaboration and open communication to facilitate better decision making at all levels. Technology changes lives. Our strategies and solutions make that happen.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Solution Architect will play a hands-on role driving the overall technical architecture and being responsible for the end-to-end solution architecture within Fidelity Institutional Technology. They will partner with the Business/Product Sponsors, Agile Squads, and Peer Architects while driving Fidelity Institutional Technology’s digital modernization efforts. The Solution Architect’s focus is enabling and accelerating the delivery of our squads by creating highly reliable, scalable, solutions that deliver key business value.
The Expertise and Skills You Bring
6+ years of industry experience in architecture, analytics, design, and development of enterprise solutions in multiple technology platforms, frameworks, and languages.
Ability to provide technical leadership, prepare design artifacts, and implement solutions for agile teams. You will drive the end-to-end solutions architecture design and ownership and articulate the design to the product owners, agile teams, and architecture leadership.
Possess 2 years experience with architecture governance, creating an architectural roadmap, architecture blueprints, helping business to refine their product roadmap, etc.
Ability to engage with multiple squads to deliver architecture artifacts, drive issue resolution, wellness plans, and product roadmaps.
Ability to analyze business direction, understand the long-term vision, and quantify the risk/benefits in developing strategic technical solutions. Collaborate closely with the product owners and squads in technology evaluation, selection, recommendation, and configuration.
Ability to build and maintain effective relationships with product owners, architects, and technical leads for individual products and applications. Partner with peer architects to find opportunities to refactor business processes, improve customer experience or perform capability rationalization.
Demonstrated knowledge of APIs, UIs, infrastructure, data architecture, security, and new technologies.
Demonstrated understanding of the agile development process and DevOps practices.
Demonstrated software development experience in client-side technologies (Angular/React, JavaScript/TypeScript, HTML, CSS) and strong experience using Java, Java EE/Jakarta EE, Spring Framework/Spring Boot, and web application technologies.
Ability to work both independently and with all levels of the organization, including technical and non-technical team members.
Passion for technology, not limiting yourself to a set of languages or frameworks.
Proven track record of critical thinking and translating business needs into technology solutions.
Strong presentation skills; written and verbal communication including the ability to influence.
Experience in cloud technologies and practices, building and deploying applications using either AWS or Azure or both. Cloud certification preferred.
The Team
Fidelity Institutional Technology Architecture provides strategic technology direction and architecture vision for Fidelity's Institutional businesses. The Fidelity Institutional Technology Architecture group is a comprehensive central architecture practice, leading IT strategy and architecture transformation, IT oversight and governance, promoting collaboration and open communication to facilitate better decision making at all levels. Technology changes lives. Our strategies and solutions make that happen.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>NOTE: Fidelity will not provide sponsorship for this position.
The Role
As a Senior Manager within Digital Asset Operations, you will play a key role in supporting Fidelity’s digital asset operating model after products are live, while also partnering with Product Launch during readiness and transition activities. This role sits within the Digital Assets team in Global Product Solutions (GPS) and is focused on ensuring the digital asset ecosystem is configured correctly, owned correctly, documented clearly, and operating effectively across FFIO service lines and business partners.
This role combines two important responsibilities: platform coordination and service model governance. From a platform coordination perspective, you will help ensure that the required custodians, wallets, vendor applications, internal platforms, investment universe data, staking data, reference data, and related operating inputs are identified, tracked, and completed by the appropriate system or process owners. From a service model perspective, you will help maintain clarity around roles, responsibilities, handoffs, escalation paths, controls, procedures, and service line ownership as digital asset products and capabilities evolve.
This role is not intended to perform Accounting, Shareholder Reporting, Pricing, Recon, or Technology configuration directly. Those activities should continue to be performed by the accountable service lines and system owners. The Senior Manager, Digital Asset Operations will serve as the coordination, readiness, and governance layer that ensures those teams have what they need, that dependencies are tracked, that gaps are escalated, and that the operating model remains clear and sustainable.
You will work closely with Product Launch, Accounting, Fund Admin, Recon, Pricing, Custody, Technology, Risk, Compliance, Legal, external providers, and other partners to support new product readiness, post-launch stabilization, ongoing change, and day-to-day operational issue follow-up. The role requires strong organization, follow-through, stakeholder management, and the ability to operate in a fast-moving environment where responsibilities and capabilities are still being defined.
The Expertise and Skills You Bring
Platform Coordination and Configuration Readiness
Service Model Governance and Process Management
Run the Business Support
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
In Global Product Solutions (GPS) and Digital Assets, we’re on a mission to deliver innovative and exceptional product and program solutions from concept through execution. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization.
The Digital Assets team is organized across Product Launch and Digital Asset Operations. Product Launch focuses on driving new digital asset product launches and major capability rollouts from concept through go-live. Digital Asset Operations focuses on the run-the-business model after products are live, helping ensure the ecosystem is configured correctly, ownership is clear, processes are documented, and operational issues are tracked and escalated appropriately.
Digital Asset Operations does not replace Accounting, Shareholder Reporting, Pricing, Recon, Technology, or other service lines. Instead, it serves as a horizontal coordination and governance layer across the digital asset ecosystem. The team helps ensure that service lines and system owners remain aligned, that new products and changes transition cleanly into production, and that the operating model can scale as Fidelity’s digital asset product set evolves.
#FidelityAlts #FFIOAlts
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.
NOTE: Fidelity will not provide sponsorship for this position.
The Role
As a Senior Manager within Digital Asset Operations, you will play a key role in supporting Fidelity’s digital asset operating model after products are live, while also partnering with Product Launch during readiness and transition activities. This role sits within the Digital Assets team in Global Product Solutions (GPS) and is focused on ensuring the digital asset ecosystem is configured correctly, owned correctly, documented clearly, and operating effectively across FFIO service lines and business partners.
This role combines two important responsibilities: platform coordination and service model governance. From a platform coordination perspective, you will help ensure that the required custodians, wallets, vendor applications, internal platforms, investment universe data, staking data, reference data, and related operating inputs are identified, tracked, and completed by the appropriate system or process owners. From a service model perspective, you will help maintain clarity around roles, responsibilities, handoffs, escalation paths, controls, procedures, and service line ownership as digital asset products and capabilities evolve.
This role is not intended to perform Accounting, Shareholder Reporting, Pricing, Recon, or Technology configuration directly. Those activities should continue to be performed by the accountable service lines and system owners. The Senior Manager, Digital Asset Operations will serve as the coordination, readiness, and governance layer that ensures those teams have what they need, that dependencies are tracked, that gaps are escalated, and that the operating model remains clear and sustainable.
You will work closely with Product Launch, Accounting, Fund Admin, Recon, Pricing, Custody, Technology, Risk, Compliance, Legal, external providers, and other partners to support new product readiness, post-launch stabilization, ongoing change, and day-to-day operational issue follow-up. The role requires strong organization, follow-through, stakeholder management, and the ability to operate in a fast-moving environment where responsibilities and capabilities are still being defined.
The Expertise and Skills You Bring
Platform Coordination and Configuration Readiness
Service Model Governance and Process Management
Run the Business Support
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
In Global Product Solutions (GPS) and Digital Assets, we’re on a mission to deliver innovative and exceptional product and program solutions from concept through execution. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization.
The Digital Assets team is organized across Product Launch and Digital Asset Operations. Product Launch focuses on driving new digital asset product launches and major capability rollouts from concept through go-live. Digital Asset Operations focuses on the run-the-business model after products are live, helping ensure the ecosystem is configured correctly, ownership is clear, processes are documented, and operational issues are tracked and escalated appropriately.
Digital Asset Operations does not replace Accounting, Shareholder Reporting, Pricing, Recon, Technology, or other service lines. Instead, it serves as a horizontal coordination and governance layer across the digital asset ecosystem. The team helps ensure that service lines and system owners remain aligned, that new products and changes transition cleanly into production, and that the operating model can scale as Fidelity’s digital asset product set evolves.
#FidelityAlts #FFIOAlts
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.
NOTE: Fidelity will not provide sponsorship for this position.
The Role
As a Senior Manager within Digital Asset Operations, you will play a key role in supporting Fidelity’s digital asset operating model after products are live, while also partnering with Product Launch during readiness and transition activities. This role sits within the Digital Assets team in Global Product Solutions (GPS) and is focused on ensuring the digital asset ecosystem is configured correctly, owned correctly, documented clearly, and operating effectively across FFIO service lines and business partners.
This role combines two important responsibilities: platform coordination and service model governance. From a platform coordination perspective, you will help ensure that the required custodians, wallets, vendor applications, internal platforms, investment universe data, staking data, reference data, and related operating inputs are identified, tracked, and completed by the appropriate system or process owners. From a service model perspective, you will help maintain clarity around roles, responsibilities, handoffs, escalation paths, controls, procedures, and service line ownership as digital asset products and capabilities evolve.
This role is not intended to perform Accounting, Shareholder Reporting, Pricing, Recon, or Technology configuration directly. Those activities should continue to be performed by the accountable service lines and system owners. The Senior Manager, Digital Asset Operations will serve as the coordination, readiness, and governance layer that ensures those teams have what they need, that dependencies are tracked, that gaps are escalated, and that the operating model remains clear and sustainable.
You will work closely with Product Launch, Accounting, Fund Admin, Recon, Pricing, Custody, Technology, Risk, Compliance, Legal, external providers, and other partners to support new product readiness, post-launch stabilization, ongoing change, and day-to-day operational issue follow-up. The role requires strong organization, follow-through, stakeholder management, and the ability to operate in a fast-moving environment where responsibilities and capabilities are still being defined.
The Expertise and Skills You Bring
Platform Coordination and Configuration Readiness
Service Model Governance and Process Management
Run the Business Support
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
In Global Product Solutions (GPS) and Digital Assets, we’re on a mission to deliver innovative and exceptional product and program solutions from concept through execution. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization.
The Digital Assets team is organized across Product Launch and Digital Asset Operations. Product Launch focuses on driving new digital asset product launches and major capability rollouts from concept through go-live. Digital Asset Operations focuses on the run-the-business model after products are live, helping ensure the ecosystem is configured correctly, ownership is clear, processes are documented, and operational issues are tracked and escalated appropriately.
Digital Asset Operations does not replace Accounting, Shareholder Reporting, Pricing, Recon, Technology, or other service lines. Instead, it serves as a horizontal coordination and governance layer across the digital asset ecosystem. The team helps ensure that service lines and system owners remain aligned, that new products and changes transition cleanly into production, and that the operating model can scale as Fidelity’s digital asset product set evolves.
#FidelityAlts #FFIOAlts
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Director, Investment Product will be responsible for product development, management, strategy, and advocacy for Fidelity’s direct private equity investment products with the goal of developing a strategy to retain and grow assets under management. The Director will partner with the investment teams to understand and articulate product design, investment approaches and positioning across the products. Likewise, the Director will work cross functionally, including with the investment team, distribution channel partners, marketing, product governance, legal, compliance, and others, to ensure that the product lines continue to meet evolving customer needs through innovation, product development and pricing.
The Role you will play
The Expertise And Skills You bring
7+ years of experience working in the financial services industry.
Current team members have a range of investment-focused product, consulting, fund research, finance, or client-facing backgrounds.
Knowledge of and interest in investments with equity experience a plus
Deep understanding of retail, intermediary, and institutional distribution channels and their specific client needs and competitor sets.
Strong educational credentials: CFA, MBA or equivalent graduate degree preferred.
Series 7 & 63 licenses (can be obtained while in role).
Innovative and strategic problem solver with a passion for investment products and a deep understanding of the evolving competitive environment.
Proven experience with the development and product management for mutual funds, ETFs, indexes, insurance products, separately managed accounts, and institutional vehicles.
Highly effective communicator with excellent writing, presentation, and interpersonal skills.
Exhibits a strong track record of collaborating with others and working effectively in a team environment to meet customer needs and deliver business results.
Ability to multi-task and prioritize assignments while producing high quality work in a demanding, fast-paced environment.
The Team
The Investment Product Group is a key component of Fidelity’s asset management business and plays a pivotal role in the company, partnering closely with our investment professionals, Fidelity’s distribution channels, and the broader organization to deliver a diverse range of investment capabilities and vehicles to meet the needs of retail, intermediary, 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.
Note: Fidelity is not providing immigration sponsorship for this position.
The Role
Fixed Income Technology is looking for a Principal Software Engineer to join the Trading Services team. As a member of our team, you will be working with product owners, UX designers, and business analysts to understand the UX designs and business requirements. Collaborate with Architecture, Platform team and other Technology Teams and propose, design, develop and implement solutions that meet functional and non-functional requirements. This role is 70% front-end with design and development for an UI modernization initiative and 30% backend development. Fully engaging in product quality plan efforts, including test case development, design and code reviews and regression testing. Actively contributes to evangelizing micro front-end engineering practices, web performance strategy, environment strategy, and build and deployment pipelines. Manage Releases and be part of an on-call rotation to provide Level 3 production support for our applications. Guide, mentor other associates and be highly productive in an agile project delivery environment.
The Expertise and Skillls you bring
The Team
The Trading Services team is part of the Fixed Income Technology within Fidelity Investment Asset Management Technology (AMT). AMT provides worldwide technology and support to all the Investment Management, Research, Trading, and Investment Operations functions. AMT is an integral partner for Asset Management to deliver innovative, scalable, industry-leading investment tools that enable Asset Management to achieve competitive advantage globally. This team contributes to ongoing project work of the trading, cash management, and market surveillance applications used by Fixed Income Investment Professionals. Also, supports the modernization of UI tech stack to bring best and unified user experience to Investment professionals.
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.
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.
]]>Senior Manager, University Talent Insights & Strategy
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Do you enjoy using data to improve how recruiting works in practice? The University Talent team is seeking a Sr. Manager, University Talent Insights and Strategy to lead how we use insights and structure to strengthen early talent hiring.
In this role, you will shape how we measure performance, manage requisitions, and operate at scale across early talent programs. You will partner closely with recruiters, program leaders, and business stakeholders to improve how work gets done—from req structure and workflows to reporting and decision-making.
You will also bring a strong external lens, using market and competitor insights to help the team stay current, adapt quickly, and plan for future talent needs.
The Expertise and Skills You Bring
The Team
The University Talent team is part of Fidelity’s broader Talent organization. We focus on building strong early talent pipelines and delivering high-quality experiences that support future hiring needs.
This role plays a key part in making sure our work is structured, data-informed, and continuously improving.
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.
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.
]]>Senior Manager, University Talent Insights & Strategy
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Do you enjoy using data to improve how recruiting works in practice? The University Talent team is seeking a Sr. Manager, University Talent Insights and Strategy to lead how we use insights and structure to strengthen early talent hiring.
In this role, you will shape how we measure performance, manage requisitions, and operate at scale across early talent programs. You will partner closely with recruiters, program leaders, and business stakeholders to improve how work gets done—from req structure and workflows to reporting and decision-making.
You will also bring a strong external lens, using market and competitor insights to help the team stay current, adapt quickly, and plan for future talent needs.
The Expertise and Skills You Bring
The Team
The University Talent team is part of Fidelity’s broader Talent organization. We focus on building strong early talent pipelines and delivering high-quality experiences that support future hiring needs.
This role plays a key part in making sure our work is structured, data-informed, and continuously improving.
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.
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.
]]>Senior Manager, University Talent Insights & Strategy
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Do you enjoy using data to improve how recruiting works in practice? The University Talent team is seeking a Sr. Manager, University Talent Insights and Strategy to lead how we use insights and structure to strengthen early talent hiring.
In this role, you will shape how we measure performance, manage requisitions, and operate at scale across early talent programs. You will partner closely with recruiters, program leaders, and business stakeholders to improve how work gets done—from req structure and workflows to reporting and decision-making.
You will also bring a strong external lens, using market and competitor insights to help the team stay current, adapt quickly, and plan for future talent needs.
The Expertise and Skills You Bring
The Team
The University Talent team is part of Fidelity’s broader Talent organization. We focus on building strong early talent pipelines and delivering high-quality experiences that support future hiring needs.
This role plays a key part in making sure our work is structured, data-informed, and continuously improving.
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.
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.
]]>Senior Manager, University Talent Insights & Strategy
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Do you enjoy using data to improve how recruiting works in practice? The University Talent team is seeking a Sr. Manager, University Talent Insights and Strategy to lead how we use insights and structure to strengthen early talent hiring.
In this role, you will shape how we measure performance, manage requisitions, and operate at scale across early talent programs. You will partner closely with recruiters, program leaders, and business stakeholders to improve how work gets done—from req structure and workflows to reporting and decision-making.
You will also bring a strong external lens, using market and competitor insights to help the team stay current, adapt quickly, and plan for future talent needs.
The Expertise and Skills You Bring
The Team
The University Talent team is part of Fidelity’s broader Talent organization. We focus on building strong early talent pipelines and delivering high-quality experiences that support future hiring needs.
This role plays a key part in making sure our work is structured, data-informed, and continuously improving.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position.
The Role
We are seeking a talented individual to assist the Configuration Management CoE, with a strong focus on Common Service Data Model (CSDM) implementation. The Configuration Management Analyst will derive insights from available data and develop recommendations for process improvements. This role supports CMDB updates and analysis, and drives CSDM adoption across IT configuration data.
Assist with the migration of CMDB into the CSDM data management model
Provide accurate data through reporting for annual maintenance and validation
Engage with strategic projects to ensure Configuration Management can deliver required functionality within project timeframes
Support the IT lifecycle management plan for all equipment, hardware, and software within scope
The Expertise and Skills You Bring
Exceptional management, analytical, communication, conceptual thinking, project management, and problem-solving capabilities
Self-motivated team player who brings energy, enthusiasm, and intellectual curiosity to the role
Perform operational activities as defined by Configuration Management (CM) policies and procedures
Experience with CSDM and operational use within ServiceNow CMDB
Fulfill CM service requests as assigned
Mentor the organization on CM services, concepts, policies, and procedures
Oversee the design, coding, and testing of reports as needed
Collect and report on metrics as required
Identifying and reporting on noncompliance situations
Perform CM audits as directed
Identifying service improvement opportunities
Mentor and help direct Configuration Management specialists
Strong understanding of the ServiceNow platform and ITIL processes
Leverage data skills to evaluate opportunities through the lens of objectivity, optionality, and clear considerations
You establish and maintain effective relationships in a highly matrixed environment
3 plus years of data / process analysis experience
Thorough understanding of IT service portfolio development and governance, including: definition, design, and standard operating models
3 plus years of ITSM / ITIL service management related work experience
Experience and expertise with service management platform tools, preferably ServiceNow
The Fidelity Enterprise Infrastructure organization is looking for a Principal Configuration Manager. This role will be responsible for enabling configuration management data integrity and facilitating processes that mature the CMDB.
The Team
As part of Enterprise Infrastructure, the Foundational Tools Team is driving an improved user experience for our partners by delivering industry-aligned practices, technologies, and data integrations.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position.
The Role
We are seeking a talented individual to assist the Configuration Management CoE, with a strong focus on Common Service Data Model (CSDM) implementation. The Configuration Management Analyst will derive insights from available data and develop recommendations for process improvements. This role supports CMDB updates and analysis, and drives CSDM adoption across IT configuration data.
Assist with the migration of CMDB into the CSDM data management model
Provide accurate data through reporting for annual maintenance and validation
Engage with strategic projects to ensure Configuration Management can deliver required functionality within project timeframes
Support the IT lifecycle management plan for all equipment, hardware, and software within scope
The Expertise and Skills You Bring
Exceptional management, analytical, communication, conceptual thinking, project management, and problem-solving capabilities
Self-motivated team player who brings energy, enthusiasm, and intellectual curiosity to the role
Perform operational activities as defined by Configuration Management (CM) policies and procedures
Experience with CSDM and operational use within ServiceNow CMDB
Fulfill CM service requests as assigned
Mentor the organization on CM services, concepts, policies, and procedures
Oversee the design, coding, and testing of reports as needed
Collect and report on metrics as required
Identifying and reporting on noncompliance situations
Perform CM audits as directed
Identifying service improvement opportunities
Mentor and help direct Configuration Management specialists
Strong understanding of the ServiceNow platform and ITIL processes
Leverage data skills to evaluate opportunities through the lens of objectivity, optionality, and clear considerations
You establish and maintain effective relationships in a highly matrixed environment
3 plus years of data / process analysis experience
Thorough understanding of IT service portfolio development and governance, including: definition, design, and standard operating models
3 plus years of ITSM / ITIL service management related work experience
Experience and expertise with service management platform tools, preferably ServiceNow
The Fidelity Enterprise Infrastructure organization is looking for a Principal Configuration Manager. This role will be responsible for enabling configuration management data integrity and facilitating processes that mature the CMDB.
The Team
As part of Enterprise Infrastructure, the Foundational Tools Team is driving an improved user experience for our partners by delivering industry-aligned practices, technologies, and data integrations.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
Note: Fidelity will not provide immigration sponsorship for this position
As the Trading Architect - Execution Algos on the Architecture Team you will design and build software for our trading platform at Fidelity Digital Assets®. This is a hands-on role where you will set technical direction. You will be responsible for turning requirements into service designs and will engage with our chief architect and head of engineering to drive overall architecture of the Fidelity Digital Assets® platform.
The Expertise and Skills You Bring
Bachelor’s degree in computer science or related field with 5 - 10 years of experience.
Strong background in designing and developing low latency trading systems.
Experience in building market data, SOR, Algo and exchange-connectivity platforms.
Experience using kernel bypass e.g., Solarflare Open Onload.
Extensive experience with modern Java using zero GC patterns.
Highly proficient in ultra-low latency design patterns and optimizing trading systems.
Hands on experience with low latency messaging products, such as Aeron, Solace and 29West.
Knowledge of WebSocket and FIX protocols.
Proficient in SQL and a working knowledge of relational and time series databases.
Experience designing APIs, distributed systems, asynchronous workers and resilient messaging services.
An understanding of microservice architecture and cloud-based deployments.
Ability to build reliable software that can withstand unreliable environments.
Can provide leadership and mentorship across small, agile teams in a very collaborative environment where your ideas are welcome.
Solid analytical, communication, and organizational skills.
An interest in and experience with cryptocurrencies and a passion for keeping up to date in space.
The Team
Fidelity Digital Assets®, a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum.
Fidelity Digital Assets® embraces an entrepreneurial culture and startup mindset while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm’s tenure and experience across multiple business lines presents our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance.
Within Fidelity Digital Assets®, the Architecture Team is responsible for the technical vision across Fidelity Digital Assets®. The team works with both technology and business teams to design secure, scalable, resilient cloud-based services while ensuring that user requirements are met.
Company Overview
At Fidelity, we are passionate about 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 will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request accommodation
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a Principal Quant Developer to join our Quantitative Research & Investments Technology (QRIT) team in Fidelity Asset Management Technology. This role will partner with the quant research and investments teams to design, build, enhance, and support a comprehensive portfolio optimization & back testing ecosystem. This individual will include hands on development collaborating with team of software engineers and quantitative developers.
The Expertise and Skills You Bring
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a Principal Quant Developer to join our Quantitative Research & Investments Technology (QRIT) team in Fidelity Asset Management Technology. This role will partner with the quant research and investments teams to design, build, enhance, and support a comprehensive portfolio optimization & back testing ecosystem. This individual will include hands on development collaborating with team of software engineers and quantitative developers.
The Expertise and Skills You Bring
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a Principal Quant Developer to join our Quantitative Research & Investments Technology (QRIT) team in Fidelity Asset Management Technology. This role will partner with the quant research and investments teams to design, build, enhance, and support a comprehensive portfolio optimization & back testing ecosystem. This individual will include hands on development collaborating with team of software engineers and quantitative developers.
The Expertise and Skills You Bring
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Fidelity Investments Workplace Investing (WI) organization is seeking a top-tier software engineer to join our team within Stock Plan Services (SPS) Technology tasked with taking our market leading equity compensation platform to a global market. The engineer will provide technical leadership during the construction, execution and support of a multi year service delivery roadmap following the agile development methodologies, modern architecture patterns, and the JAVA technology stack in support of program objectives.
This role demands significant collaboration with members of various business and IT groups throughout the lifecycle of a typical project. We're looking for software engineers that enjoy a collaborative environment and have a passion for releasing high quality software through iterative software development practices.
The Expertise and Skills You Bring
The Team
Stock Plan Services (SPS) administers equity compensation programs on behalf of public and private sector companies offering various compensations programs such as: Employee Stock Purchase Plans, Restricted Stock Awards/Units, Stock Option Plans, Stock Appreciation Rights and Performance based Awards. Currently SPS services over 1.6M participants employed by over 300 clients and spread out in 150 countries. The business is looking to further expand in the international equity compensation market, focused initially on western European countries and companies based there. As part of this business initiative, we are extending our capabilities to enable a truly global 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
We are currently sourcing for a Software Engineer for CAT Regulatory Reporting
The Role
Software Engineer will be working in development and delivery of high quality, timely and maintainable software solutions in an agile environment which meet functional and non-functional business requirements. This role will involve partner & stakeholder engagement, design and release support.
The Expertise and Skills You Bring
The Team
As a Software Engineer you will be an integral part of the Regulatory Reporting team. You’ll get the opportunity to develop your skills, collaborate across Fidelity teams and continue to learn in a fun, collaborative, iterative, and rapidly changing environment.
This is a hands-on role where you will write code for product features. It is a great opportunity to build secure, scalable, resilient on Prem and cloud-based services utilizing modern software development practices. You will get the opportunity to develop your skills, collaborate across Fidelity teams and continue to learn in a fun, collaborative, iterative, and rapidly changing environment.
The Fidelity Regulatory Reporting Team is responsible for platform services and APIs that report CAT 605 and 606 reporting to FINRA. Platform contains highly advanced KDB software that ingests high volumes of equity and options trading data and generates relevant reports and sends it to FINRA daily.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
We are seeking a Director of Alternative Investments and Regulatory Reporting to play a key role in ensuring the organization remains well-positioned amidst evolving investment products and regulatory requirements.
This position operates at the intersection of technical accounting, regulatory interpretation, and business execution, and is responsible for evaluating the impact of emerging investment products—such as alternative investments, derivatives, and digital assets—as well as new and evolving regulations on shareholder reporting.
The successful candidate will translate complex regulatory and product developments into practical, scalable reporting solutions, ensuring both compliance and operational efficiency. This role requires a forward-looking perspective, strong analytical capabilities, and the ability to collaborate effectively across functions.
This is an excellent opportunity for an experienced professional to apply deep subject matter expertise in a strategic, high-impact capacity, contributing to the ongoing development and modernization of reporting practices within the organization.
You bring a wealth of experience and knowledge to this role! With over 8 years in financial services, including investment management accounting/reporting or operations, or audit/advisory experience, you have a proven track record. Your strong understanding of investment company reporting, U.S. GAAP, and regulatory frameworks positions you to excel. CPA preferred. Your analytical skills, attention to detail, and ability to prioritize and navigate ambiguity make you outstanding. You communicate complex topics effectively, influencing collaborators across all levels.
We are a world-class team dedicated to delivering shareholder reporting solutions within Fidelity's Fidelity Fund and Investment Operations (FFIO) organization. Our Research and Disclosure (R and D) team supports Shareholder Reporting by growing capabilities and ensuring operational readiness for new products and requirements. We closely collaborate with various groups inside Fidelity and represent the business effectively to customers and business partners. We are committed to building an enduring culture of inclusion and belonging that will attract, develop, and retain a diverse workforce.
#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.
We are seeking a Director of Alternative Investments and Regulatory Reporting to play a key role in ensuring the organization remains well-positioned amidst evolving investment products and regulatory requirements.
This position operates at the intersection of technical accounting, regulatory interpretation, and business execution, and is responsible for evaluating the impact of emerging investment products—such as alternative investments, derivatives, and digital assets—as well as new and evolving regulations on shareholder reporting.
The successful candidate will translate complex regulatory and product developments into practical, scalable reporting solutions, ensuring both compliance and operational efficiency. This role requires a forward-looking perspective, strong analytical capabilities, and the ability to collaborate effectively across functions.
This is an excellent opportunity for an experienced professional to apply deep subject matter expertise in a strategic, high-impact capacity, contributing to the ongoing development and modernization of reporting practices within the organization.
You bring a wealth of experience and knowledge to this role! With over 8 years in financial services, including investment management accounting/reporting or operations, or audit/advisory experience, you have a proven track record. Your strong understanding of investment company reporting, U.S. GAAP, and regulatory frameworks positions you to excel. CPA preferred. Your analytical skills, attention to detail, and ability to prioritize and navigate ambiguity make you outstanding. You communicate complex topics effectively, influencing collaborators across all levels.
We are a world-class team dedicated to delivering shareholder reporting solutions within Fidelity's Fidelity Fund and Investment Operations (FFIO) organization. Our Research and Disclosure (R and D) team supports Shareholder Reporting by growing capabilities and ensuring operational readiness for new products and requirements. We closely collaborate with various groups inside Fidelity and represent the business effectively to customers and business partners. We are committed to building an enduring culture of inclusion and belonging that will attract, develop, and retain a diverse workforce.
#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.
We are seeking a Director of Alternative Investments and Regulatory Reporting to play a key role in ensuring the organization remains well-positioned amidst evolving investment products and regulatory requirements.
This position operates at the intersection of technical accounting, regulatory interpretation, and business execution, and is responsible for evaluating the impact of emerging investment products—such as alternative investments, derivatives, and digital assets—as well as new and evolving regulations on shareholder reporting.
The successful candidate will translate complex regulatory and product developments into practical, scalable reporting solutions, ensuring both compliance and operational efficiency. This role requires a forward-looking perspective, strong analytical capabilities, and the ability to collaborate effectively across functions.
This is an excellent opportunity for an experienced professional to apply deep subject matter expertise in a strategic, high-impact capacity, contributing to the ongoing development and modernization of reporting practices within the organization.
You bring a wealth of experience and knowledge to this role! With over 8 years in financial services, including investment management accounting/reporting or operations, or audit/advisory experience, you have a proven track record. Your strong understanding of investment company reporting, U.S. GAAP, and regulatory frameworks positions you to excel. CPA preferred. Your analytical skills, attention to detail, and ability to prioritize and navigate ambiguity make you outstanding. You communicate complex topics effectively, influencing collaborators across all levels.
We are a world-class team dedicated to delivering shareholder reporting solutions within Fidelity's Fidelity Fund and Investment Operations (FFIO) organization. Our Research and Disclosure (R and D) team supports Shareholder Reporting by growing capabilities and ensuring operational readiness for new products and requirements. We closely collaborate with various groups inside Fidelity and represent the business effectively to customers and business partners. We are committed to building an enduring culture of inclusion and belonging that will attract, develop, and retain a diverse workforce.
#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.
Note: Fidelity will not provide immigration sponsorship for this
position.
The Role
The Senior Manager, Data Analytics & Insights, plays a critical role in strengthening how Procurement and Vendor Management leverage data to engage external suppliers, business partners, and internal stakeholders. This role helps enable more informed, data-driven decisions across Vendor Management by translating complex information into actionable insights.
The role is responsible for detailed analytics, decision-support analyses, and the development of a broad range of technical and analytical solutions for diverse audiences, from operational teams to senior leadership. The Sr. Manager exercises independent judgment in selecting data inputs, determining analytical approaches, interpreting results, and shaping information strategies that support recommendations.
In addition to delivering analytics and insights, this role serves as a key steward of the Vendor Management data and technology ecosystem. The Sr. Manager helps ensure the reliability, scalability, governance, and ongoing operation of analytics platforms by partnering with technology teams, managing data access and governance processes, supporting data architecture initiatives, and driving automation and data curation capabilities that enable trusted, self-service analytics across the organization.
This position requires a high degree of autonomy. The Senior Manager independently identifies and validates data sources, evaluates scenarios, develops data and market perspectives, and delivers both concise executive summaries and deeper analytical insights. Success in the role depends on proactive engagement, strong communication skills, and the ability to continuously contribute value-adding insights that influence outcomes and improve how Vendor Management operates.
Analytics & Insights
Data Platform, Governance & Technology Management
The team delivers insights through advanced analytics, visualization, and data storytelling in support of Vendor Management’s objectives, including cost savings, risk mitigation, process efficiency, and execution of key initiatives. The sr. Manager partners closely with Vendor Management leaders and cross-functional teams to ensure analytics are aligned with business priorities and effectively support strategic planning and execution.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this
position.
The Role
The Senior Manager, Data Analytics & Insights, plays a critical role in strengthening how Procurement and Vendor Management leverage data to engage external suppliers, business partners, and internal stakeholders. This role helps enable more informed, data-driven decisions across Vendor Management by translating complex information into actionable insights.
The role is responsible for detailed analytics, decision-support analyses, and the development of a broad range of technical and analytical solutions for diverse audiences, from operational teams to senior leadership. The Sr. Manager exercises independent judgment in selecting data inputs, determining analytical approaches, interpreting results, and shaping information strategies that support recommendations.
In addition to delivering analytics and insights, this role serves as a key steward of the Vendor Management data and technology ecosystem. The Sr. Manager helps ensure the reliability, scalability, governance, and ongoing operation of analytics platforms by partnering with technology teams, managing data access and governance processes, supporting data architecture initiatives, and driving automation and data curation capabilities that enable trusted, self-service analytics across the organization.
This position requires a high degree of autonomy. The Senior Manager independently identifies and validates data sources, evaluates scenarios, develops data and market perspectives, and delivers both concise executive summaries and deeper analytical insights. Success in the role depends on proactive engagement, strong communication skills, and the ability to continuously contribute value-adding insights that influence outcomes and improve how Vendor Management operates.
Analytics & Insights
Data Platform, Governance & Technology Management
The team delivers insights through advanced analytics, visualization, and data storytelling in support of Vendor Management’s objectives, including cost savings, risk mitigation, process efficiency, and execution of key initiatives. The sr. Manager partners closely with Vendor Management leaders and cross-functional teams to ensure analytics are aligned with business priorities and effectively support strategic planning and execution.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Group
Fidelity’s Fixed Income division is one of the world’s leading fixed income managers with over $2 trillion in fixed income assets managed by a staff of more than 200 investment professionals. At Fidelity, we combine fundamental research on debt issuers with macroeconomic and quantitative analysis to develop investment decisions that aim to maximize risk-adjusted total return for our clients. The Fixed Income division is headquartered in Merrimack, New Hampshire.
The Role
We are seeking an experienced investment grade private credit specialist to join our team. Located in Merrimack, NH, this new role will report to a Chief Investment Officer and will lead the build out of Fixed Income’s investment grade private credit capabilities. This is an exciting opportunity to help design and execute the division’s investment grade private credit strategy with access to our world class fixed income investment teams and with partnership from our highly experienced investment support teams, including investment operations, risk, compliance and legal.
The ideal candidate will possess a deep understanding of credit markets, risk management, and financial analysis, demonstrate a proven track record of sourcing, underwriting, and executing private market investments, exhibit a strong due diligence process including selecting and managing relationships with private credit/direct lending managers and have experience in building out co-investment capabilities and underwriting processes.
The Value You Deliver
Credit Underwriting & Analysis
Conduct comprehensive investment grade credit analysis, including detailed financial modeling, leverage and coverage evaluations, liquidity assessments, and sector benchmarking.
Demonstrate strong expertise in full capital structure analysis, including seniority, security, amortization profiles, covenant strength, and intercreditor dynamics.
Shield existing investment professionals from material nonpublic information / information barrier challenges during deal evaluation phase, bringing in relevant investors when appropriate.
Lead the evaluation and negotiation of transaction documentation such as term sheets, covenants, structural protections, and legal agreements.
Transaction Sourcing & Structuring
Cultivate and maintain strong relationships across originators, issuers, investment banks, intermediaries, and legal teams to support robust deal sourcing.
Evaluate private placement and bespoke lending transactions, ensuring structures are aligned with investor protections and market norms.
Conduct thematic and sector specific research to identify attractive private credit opportunities.
Portfolio Monitoring & Risk Management
Monitor private credit portfolio holdings, including review of quarterly financials, capital structure changes, covenants, rating actions, and industry developments.
Maintain and update internal credit ratings, as needed, and issuer‑level risk assessments in partnership with existing research teams.
Track compliance with financial and structural covenants, performance triggers, and reporting requirements.
Work with portfolio managers on allocation decisions, diversification strategies, and sector positioning.
Collaboration & Stakeholder Engagement
Collaborate closely with CIOs, Portfolio Managers, legal, operations, compliance, and risk management teams throughout the investment’s lifecycle.
Support preparation of briefing materials for investment committees and senior leadership.
The Skills & Experience You Bring
Advanced degree or equivalent in finance, economics or business preferred.
Experience in investment grade private credit, corporate credit underwriting, private placements, or direct lending.
Strong understanding of capital structures, including debt seniority, security, covenants, and intercreditor arrangements.
Demonstrated relationships across a wide variety of sectors/issuers, investment banks, and legal teams.
Advanced financial modeling and credit analysis skills.
Experienced with investment grade rating frameworks and legal documentation standards.
Ability to independently manage multiple sectors and surveillance responsibilities simultaneously.
High degree of judgment regarding structural, legal, credit, and market risks.
Experience navigating the complexities of a large, heavily matrixed organization.
Success working in a highly collaborative team-oriented investment 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As an Analyst within Fidelity Risk Group’s Quantitative Risk Analysis team, you will be working in a team-based, fast-paced environment. This role will expose you to the various facets of the financial services industry with a concentration in quantitative model validation and financial modeling, and develop your brand as a leader, mentor, and strategic thinker across Fidelity.
Key responsibilities:
The Expertise and Skills You Bring
The Team
The Quantitative Risk Analyst will work on a cross-functional team responsible for evaluating market, financial, and operational risks; validating quantitative models; assessing private and complex asset valuations; evaluating the effectiveness of risk management models and tools; communicating issues and findings to management; and devising solutions for continual business improvements. Key areas of focus include quantitative modeling, valuation and pricing, trade cost analysis, investment products, financial market events, and credit risk.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Communications Specialist, you will play a key role within a dynamic, development-focused rotational program designed to build well-rounded, high-impact communications talent. In this role, you will help with content development, communications measurement, event coordination, media relations and ad hoc projects that advance key business priorities through clear, engaging, and effective communications.
As part of the rotational program, you will gain structured exposure to multiple business units and functions across Corporate Communications—broadening your perspective, strengthening both internal and external communications skills, and accelerating your overall development. You will also have opportunities to lead special communications projects end-to-end, building your ability to think strategically, manage stakeholders, and deliver impactful outcomes. This role is ideal for a proactive, collaborative communicator who thrives in a fast-paced environment, enjoys tackling a variety of work, and is motivated to continuously learn, grow, and expand their impact within a structured and supportive program.
The Expertise We’re Looking For
The Skills You Bring
The Team
As part of the larger Corporate Communications team, our team of communications specialists connects our work to larger enterprise efforts that reach a range of internal and external audiences.
.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Communications Specialist, you will play a key role within a dynamic, development-focused rotational program designed to build well-rounded, high-impact communications talent. In this role, you will help with content development, communications measurement, event coordination, media relations and ad hoc projects that advance key business priorities through clear, engaging, and effective communications.
As part of the rotational program, you will gain structured exposure to multiple business units and functions across Corporate Communications—broadening your perspective, strengthening both internal and external communications skills, and accelerating your overall development. You will also have opportunities to lead special communications projects end-to-end, building your ability to think strategically, manage stakeholders, and deliver impactful outcomes. This role is ideal for a proactive, collaborative communicator who thrives in a fast-paced environment, enjoys tackling a variety of work, and is motivated to continuously learn, grow, and expand their impact within a structured and supportive program.
The Expertise We’re Looking For
The Skills You Bring
The Team
As part of the larger Corporate Communications team, our team of communications specialists connects our work to larger enterprise efforts that reach a range of internal and external audiences.
.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Communications Specialist, you will play a key role within a dynamic, development-focused rotational program designed to build well-rounded, high-impact communications talent. In this role, you will help with content development, communications measurement, event coordination, media relations and ad hoc projects that advance key business priorities through clear, engaging, and effective communications.
As part of the rotational program, you will gain structured exposure to multiple business units and functions across Corporate Communications—broadening your perspective, strengthening both internal and external communications skills, and accelerating your overall development. You will also have opportunities to lead special communications projects end-to-end, building your ability to think strategically, manage stakeholders, and deliver impactful outcomes. This role is ideal for a proactive, collaborative communicator who thrives in a fast-paced environment, enjoys tackling a variety of work, and is motivated to continuously learn, grow, and expand their impact within a structured and supportive program.
The Expertise We’re Looking For
The Skills You Bring
The Team
As part of the larger Corporate Communications team, our team of communications specialists connects our work to larger enterprise efforts that reach a range of internal and external audiences.
.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Communications Specialist, you will play a key role within a dynamic, development-focused rotational program designed to build well-rounded, high-impact communications talent. In this role, you will help with content development, communications measurement, event coordination, media relations and ad hoc projects that advance key business priorities through clear, engaging, and effective communications.
As part of the rotational program, you will gain structured exposure to multiple business units and functions across Corporate Communications—broadening your perspective, strengthening both internal and external communications skills, and accelerating your overall development. You will also have opportunities to lead special communications projects end-to-end, building your ability to think strategically, manage stakeholders, and deliver impactful outcomes. This role is ideal for a proactive, collaborative communicator who thrives in a fast-paced environment, enjoys tackling a variety of work, and is motivated to continuously learn, grow, and expand their impact within a structured and supportive program.
The Expertise We’re Looking For
The Skills You Bring
The Team
As part of the larger Corporate Communications team, our team of communications specialists connects our work to larger enterprise efforts that reach a range of internal and external audiences.
.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Principal System Analyst in Quantitative Research and Investments Technology, you blend investment management and technical expertise with a passion for delivering results. You are the end-to-end gatekeeper of the team mission, strategy, and tactical execution associated with delivering on strategic priorities. In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps, and resource requirements, set and refine the mission, and bring together a team to execute on specific product features. You will ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. You will enable team members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role.
The Expertise and Skills You Bring
The Team
You work in partnership with the Quantitative Research Investments stakeholders, other Product Leaders, Project managers, and Technology Leaders aligned to your team. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative agile 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.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Principal System Analyst in Quantitative Research and Investments Technology, you blend investment management and technical expertise with a passion for delivering results. You are the end-to-end gatekeeper of the team mission, strategy, and tactical execution associated with delivering on strategic priorities. In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps, and resource requirements, set and refine the mission, and bring together a team to execute on specific product features. You will ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. You will enable team members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role.
The Expertise and Skills You Bring
The Team
You work in partnership with the Quantitative Research Investments stakeholders, other Product Leaders, Project managers, and Technology Leaders aligned to your team. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative agile 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.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Principal System Analyst in Quantitative Research and Investments Technology, you blend investment management and technical expertise with a passion for delivering results. You are the end-to-end gatekeeper of the team mission, strategy, and tactical execution associated with delivering on strategic priorities. In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps, and resource requirements, set and refine the mission, and bring together a team to execute on specific product features. You will ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. You will enable team members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role.
The Expertise and Skills You Bring
The Team
You work in partnership with the Quantitative Research Investments stakeholders, other Product Leaders, Project managers, and Technology Leaders aligned to your team. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative agile 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.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Principal System Analyst in Quantitative Research and Investments Technology, you blend investment management and technical expertise with a passion for delivering results. You are the end-to-end gatekeeper of the team mission, strategy, and tactical execution associated with delivering on strategic priorities. In an agile structure, you will partner with other Fidelity leaders to influence the broader strategic decisions, roadmaps, and resource requirements, set and refine the mission, and bring together a team to execute on specific product features. You will ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. You will enable team members to work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. You are committed to developing your own expertise and knowledge to ensure you bring the latest thinking to your role.
The Expertise and Skills You Bring
The Team
You work in partnership with the Quantitative Research Investments stakeholders, other Product Leaders, Project managers, and Technology Leaders aligned to your team. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative agile 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.
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.
Software Engineer - FAAP Team
Note: Fidelity will not provide immigration sponsorship for this position
The FI Data Solutions team is looking for a highly motivated Software Engineer to join the FI AI and Analytics Platform (FAAP) team. This role is ideal for engineers with a strong foundation in software development who are eager to grow their skills in cloud-native systems, data platforms, and AI/ML infrastructure.
As a member of the FAAP team, you will help build and maintain a platform that enables scalable AI and analytics solutions across the organization. You will work closely with product owners, architects, and other engineers to design, build, test, and deploy platform capabilities that power data-driven and machine learning use cases.
Education and Experience
Nice to Have:
The Expertise You Have:
The Value You Deliver:
The FI AI and Analytics Platform (FAAP) team builds and supports a cloud-native platform that enables the development and deployment of AI, machine learning, and advanced analytics solutions at scale. The team focuses on providing reusable capabilities, standardized tooling, and efficient workflows that accelerate innovation across Fidelity.
You will work in a collaborative, fast-paced environment that emphasizes learning, ownership, and continuous improvement, while contributing to impactful solutions used across the enterprise.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>NOTE: Fidelity will not provide sponsorship for this position.
The Role
Are you interested in collaborating across teams and contributing on a developing operational team? Do you have an understanding of financial reporting requirements for real estate products? The Analyst, Shareholder Reporting, Real Estate Financial Statements Production role is a rare opportunity to participate in the establishment of a real estate funds’ platform.
The role will contribute on a team that delivers accurate, timely financial reports required for real estate funds. Primary responsibilities of the role relate to the Core Real Estate Fund established as a REIT and includes quarterly/annual reporting, responsibility for Securities Exchange Act of 1934 Reporting with SEC (including Forms 10Q, 10K, 8K), SOX 404 compliance as well as the use of Yardi accounting software.
In this role you will prepare and review financial statements to ensure they are accurate, timely and adhere to GAAP and other relevant accounting standards. Your ability to work within an operations team, meet deadlines, resolve production issues, and implement process improvements will assist at increasing efficiency and quality. You will engage closely with the Direct Real Estate Finance Team, Alternative Accounting, and the products’ external auditors in overseeing quarterly and annual financials, and regulatory filings as well as the audit cycle.
You will be part of a team dedicated to alternative products and focused on identifying short and long-term processes, controls, and technology solutions to support operational proficiency on new and evolving products. You will think and work across Fidelity partnering with the rest of the Fidelity Fund and Investment Operations (FFIO) organization and collaborate with business partners in the Direct Real Estate Investment and Finance Teams, Asset Management including its Treasurer’s Office and Compliance, Risk & Business Operations.
Bachelor’s degree or equivalent with 3+ years of financial services experience with real estate products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed)
Knowledge of real estate reporting as well as relevant accounting and reporting standards (US GAAP)
Experience with Yardi accounting software preferred
Ability to work in an operations-focused fast paced team environment
Innovation attitude – ability to identify and drive forward new ways to improve current processes.
Excellent written and verbal communications skills and strong presentation capability.
Proficiency in various PC software applications (e.g., MS Teams, Excel, Word, PowerPoint)
Advanced excel skills and experience translating accounting data into financial statement presentation
In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success!
#FFIOALTS
#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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>NOTE: Fidelity will not provide sponsorship for this position.
The Role
Are you interested in collaborating across teams and contributing on a developing operational team? Do you have an understanding of financial reporting requirements for real estate products? The Analyst, Shareholder Reporting, Real Estate Financial Statements Production role is a rare opportunity to participate in the establishment of a real estate funds’ platform.
The role will contribute on a team that delivers accurate, timely financial reports required for real estate funds. Primary responsibilities of the role relate to the Core Real Estate Fund established as a REIT and includes quarterly/annual reporting, responsibility for Securities Exchange Act of 1934 Reporting with SEC (including Forms 10Q, 10K, 8K), SOX 404 compliance as well as the use of Yardi accounting software.
In this role you will prepare and review financial statements to ensure they are accurate, timely and adhere to GAAP and other relevant accounting standards. Your ability to work within an operations team, meet deadlines, resolve production issues, and implement process improvements will assist at increasing efficiency and quality. You will engage closely with the Direct Real Estate Finance Team, Alternative Accounting, and the products’ external auditors in overseeing quarterly and annual financials, and regulatory filings as well as the audit cycle.
You will be part of a team dedicated to alternative products and focused on identifying short and long-term processes, controls, and technology solutions to support operational proficiency on new and evolving products. You will think and work across Fidelity partnering with the rest of the Fidelity Fund and Investment Operations (FFIO) organization and collaborate with business partners in the Direct Real Estate Investment and Finance Teams, Asset Management including its Treasurer’s Office and Compliance, Risk & Business Operations.
Bachelor’s degree or equivalent with 3+ years of financial services experience with real estate products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed)
Knowledge of real estate reporting as well as relevant accounting and reporting standards (US GAAP)
Experience with Yardi accounting software preferred
Ability to work in an operations-focused fast paced team environment
Innovation attitude – ability to identify and drive forward new ways to improve current processes.
Excellent written and verbal communications skills and strong presentation capability.
Proficiency in various PC software applications (e.g., MS Teams, Excel, Word, PowerPoint)
Advanced excel skills and experience translating accounting data into financial statement presentation
In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success!
#FFIOALTS
#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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>NOTE: Fidelity will not provide sponsorship for this position.
The Role
Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products? In this role you will prepare, review, and coordinate the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Products in scope may include Business Development Corporations (“BDCs”) with investments in alternative asset classes. Your ability to work within an operations team and to meet deadlines will be essential to our success in delivering high-quality financial reporting for Fidelity’s Investment Products. You will also participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners.
The Expertise and Skills You Bring
The Team
In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success! #FFIOAlts #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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>NOTE: Fidelity will not provide sponsorship for this position.
The Role
Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products? In this role you will prepare, review, and coordinate the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Products in scope may include Business Development Corporations (“BDCs”) with investments in alternative asset classes. Your ability to work within an operations team and to meet deadlines will be essential to our success in delivering high-quality financial reporting for Fidelity’s Investment Products. You will also participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners.
The Expertise and Skills You Bring
The Team
In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success! #FFIOAlts #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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Senior Manager, Meetings and Events (ME) Procurement and Vendor Operations is responsible for leading the strategic partnership between the ME organization and key corporate functions, including Procurement, Legal, Risk Management, and Finance. This role serves as the operational and strategic lead for vendor management, contract governance, sourcing support, payment processes, and supplier relationship management across the meetings and events portfolio.
This position partners closely with business leadership, meeting planners, and vendor executives to drive operational excellence, mitigate risk, optimize commercial value, and create scalable processes that enable efficient and compliant event execution. The role requires a strong combination of strategic thinking, relationship management, negotiation expertise, and operational leadership.
This role is critical to building a scalable, compliant, and strategically aligned Meetings and Events operation. By leading cross-functional partnerships, strengthening vendor relationships, and driving operational excellence, the Senior Manager enables planners and business stakeholders to execute impactful events with greater efficiency, consistency, and reduced risk.
The Expertise and Skills You Bring
The Team
The Meetings and Events team collaborates with business partners on the planning, budgeting, and design of internal and client events. The team leads over 1,000 events a year with a focus on creating seamless and memorable experiences that support business and firm-wide 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Senior Manager, Meetings and Events (ME) Procurement and Vendor Operations is responsible for leading the strategic partnership between the ME organization and key corporate functions, including Procurement, Legal, Risk Management, and Finance. This role serves as the operational and strategic lead for vendor management, contract governance, sourcing support, payment processes, and supplier relationship management across the meetings and events portfolio.
This position partners closely with business leadership, meeting planners, and vendor executives to drive operational excellence, mitigate risk, optimize commercial value, and create scalable processes that enable efficient and compliant event execution. The role requires a strong combination of strategic thinking, relationship management, negotiation expertise, and operational leadership.
This role is critical to building a scalable, compliant, and strategically aligned Meetings and Events operation. By leading cross-functional partnerships, strengthening vendor relationships, and driving operational excellence, the Senior Manager enables planners and business stakeholders to execute impactful events with greater efficiency, consistency, and reduced risk.
The Expertise and Skills You Bring
The Team
The Meetings and Events team collaborates with business partners on the planning, budgeting, and design of internal and client events. The team leads over 1,000 events a year with a focus on creating seamless and memorable experiences that support business and firm-wide 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you passionate about real estate? Do you thrive in fast-paced settings? If so, Fidelity Real Estate is seeking a Director of Project Delivery. This senior role is a key member of Fidelity’s Design and Delivery team, responsible for leading a multidisciplinary project team comprising of internal collaborators, external partners, designers, consultants, contractors, and various other vendors. This position requires the application of deep expertise to manage all phases of projects with varying levels of complexity, ranging from interior enhancements to critical infrastructure projects!
Your project management style ensures that controls are in place to lead the project budget and scope to align with Fidelity’s business objectives.
You proactively identify problems and implement solutions that result in projects that are completed on time and within budget, presenting risks and planning for near- and long-term solutions at every stage throughout the delivery process
Leads the real estate project delivery process across Fidelity Investments locations including entitlements, design and planning, budget and schedule development, permitting, construction, and commissioning. You partner closely with multiple departments, including workforce planning, space planning, leasing and transactions, facilities and operations, engineering, security, technology, and many others.
Prepares and delivers comprehensive presentations to senior leadership throughout the project lifecycle, encompassing design concepts, budgetary considerations, construction planning, and change management strategies.
Leads a team of project managers; has a proven record leading multiple, cross-functional teams across various business units.
Establishes successful regional partnerships with architects, engineers, consultants, and contractors. Manages 3rd party project delivery resources. Responsible for tracking performance and motivating team members.
The Expertise and Skills You Bring
A bachelor’s degree in architecture, interior design, engineering or construction, construction management, or related field is preferred
10+ years of experience leading the design and construction of complex projects
4+ years overseeing direct reports; establishes expectations, goals, and manages performance and career growth.
In-depth knowledge of construction, including site, ground up, interiors, critically important and technology focused projects
Knowledge of leasing and transactions, understanding the lease negotiation process, landlord work letters, and the tenant allowance/reimbursable process.
Travel within the U.S.
The Team
Fidelity Real Estate is the corporate real estate division of Fidelity Investments, providing a full range of services to Fidelity business units within the US and internationally. Our philosophy is customer-centric - everything we do focuses on delivering solutions that meet the needs of our customers at all levels. We run more than 11 million square feet of space in the United States and overseas, including thirteen North American and six international locations, two data centers and more than 200 retail investor centers.
The Delivery team is responsible for best in class, on time and on budget Real Estate project deliver that reflects the Fidelity brand for our associates, visitors, 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Strategic Advisers’ Advisor Oversight Team partners closely with Fidelity’s investment management teams and key stakeholders to identify and mitigate risks associated with the engagement of external advisers within Fidelity investment products. The Advisor Oversight Program covers a breadth of asset classes and product structures. The team is looking to add a Senior Manager to support the Alternative Investment component of the program. Alternative Investments include private equity, private credit, private real assets (real estate and infrastructure) and hedge funds. Reporting to the Vice President, Advisor Oversight – Alternative Investments the individual will be responsible for the following activities:
Support Alternative Investment due diligence and oversight programs covering a variety of private asset classes, hedge fund strategies and structures
Create Board and Committee materials to support cross-functional program reporting and decision making for the Alternative Investment boards, committees and workgroups
Review manager provided materials and questionnaire responses
Participate in initial and ongoing operational due diligence engagements
Engage with key partners and subject matter experts from Compliance, Legal, Treasurer’s Office, Product, Operations, Finance and the Investment Team
Evaluate control environments of potential investment advisors and managers
Provide operational risk assessment of firms and products under consideration
Assist with program documentation and maintenance
Seek to identify opportunities for improvements in program and processes through technology solutions and/or process efficiency gains
Team responsibilities include:
Participate in initial operational due diligence with potential investment advisors and managers to evaluate their control environments and perform a thorough operational risk assessment of the firm and products under consideration
Conduct ongoing monitoring activities to identify any material risks across the investment advisors and products, which include, but not limited to, coordination of the periodic questionnaire distribution and review across departments, oversight and assistance with collection and review of documents as needed
Prepare reports and presentations used to support board, senior management, committee and stakeholder meetings
The Expertise and Skills You Bring
5+ years of working experience
Bachelor’s degree required
Excellent verbal, written, and interpersonal communication skills
Strong project management and relationship management skills
Strong analytical skills with high attention to detail and accuracy, and strong organizational and problem-solving skills; ability to understand complex issues
Demonstrated ability to own initiatives and see them through to completion
Ability to work on multiple tasks and respond to shifts in priorities
Experience working collaboratively with colleagues and other teams
Operational Due Diligence experience at a bank, asset allocator, fund of funds, private fund or other investment platform is preferred
Direct experience with Business Development Companies (BDC), Limited Partnerships, interval funds, tender offer funds and hedge fund structures across Alternative Investments and products is a plus
Possess translatable experience in investment accounting/audit, compliance, or risk management at a financial institution
This role will include a blend of at-home and in-office work. Learn more about how Fidelity has embraced Dynamic Working.
Ability to travel up to 10% of the time
The Team
The Advisor Oversight Team partners closely with Fidelity’s investment management teams and key stakeholders to identify and manage risks associated with the engagement of external advisers within Fidelity investment products. The Advisor Oversight Program covers a breadth of asset classes and product structures, including the growing Alternative Investment business. The team provides support and oversight of various aspects of Fidelity’s registered and private funds and investment advisory services, including liquid alternatives, business development companies, hedge funds, private equity, hybrid funds, and insurance-related products. The team is also responsible for the illiquid manager oversight program. The team interacts frequently with Fidelity portfolio management teams and product development groups as well as Fidelity control partners, including Legal, Treasurer’s Office, Risk, and Operations.
#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.
A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.
The Expertise We’re Looking For
We ask that you have at least five years in financial sales role
We believe that three or more years of management within a financial services environment is helpful
The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 upon hire
The Purpose of Your Role
Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.
The Skills You Bring
Your background in relationship management and deep understanding of financial services
Impressive time-management skills and ability to execute on multiple priorities
You have a natural ability to influence and enhance the sales skills of others
Validated grasp of compliance and regulatory guidelines
Professional demeanor and excellent interpersonal skills
Positive attitude, empowering business professionalism and strong work ethic with high level of integrity
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness
Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation
Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns
Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives
How Your Work Impacts the Organization
If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role:
Director, Quant Data Platform
You will lead the dataset onboarding efforts for the Quantitative Research Platform (QRP) team within Fidelity’s Quantitative Research & Investments (QRI) division. In this role, you will collaborate with technology partners to integrate financial and alternative datasets into QRP, ensuring they meet rigorous standards for quantitative research. You will work closely with researchers to design data consumption patterns and partner with Data Operations to maintain data quality.
The Expertise and Skills You Bring
You bring a strong background in managing and delivering complex data solutions for quantitative research within asset management. Your expertise spans onboarding and curating both vendor and enterprise datasets, ensuring they meet rigorous standards for performance, usability, and research accuracy. You have experience accelerating dataset onboarding processes while maintaining sustainability and quality, and you excel at collaborating with technology partners and researchers to design intuitive data consumption patterns. Your ability to coach teams, improve documentation, and maintain best practices in project management demonstrates your leadership and commitment to operational excellence. You are highly analytical, able to navigate complex data challenges, and communicate effectively with both technical and investment stakeholders.
Your technical proficiency includes SQL and Python, combined with a deep understanding of quantitative datasets ranging from traditional financial data such as prices, returns, fundamentals, and corporate actions to alternative datasets like sustainability analytics, supply chain, and credit card data. You have hands-on experience with major financial data vendors (Bloomberg, S&P, FactSet, Refinitiv, Morningstar, MSCI) and a strong grasp of point-in-time data modeling, historical reconciliation, and data governance practices. Your track record includes delivering large-scale data projects on time and at quality, with transparency and collaboration across multiple teams.
Team
Quantitative Research & Investments (QRI) is an investments and research division within Fidelity Asset Management. QRI is responsible for developing quantitative and hybrid quant/fundamental investment strategies and delivering high-quality, data-driven insights to support Fidelity’s investment professionals.
Within QRI, the Quantitative Research Platform (QRP) team is an integral part of this mission because it ensures researchers have access to curated, high-quality datasets essential for quantitative research and portfolio management. QRP partners with technologists and researchers to onboard internal and vendor datasets, maintain rigorous data standards, and enable advanced research across systematic equity, fixed income, sustainable investing, and innovative strategies.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role:
Director, Quant Data Platform
You will lead the dataset onboarding efforts for the Quantitative Research Platform (QRP) team within Fidelity’s Quantitative Research & Investments (QRI) division. In this role, you will collaborate with technology partners to integrate financial and alternative datasets into QRP, ensuring they meet rigorous standards for quantitative research. You will work closely with researchers to design data consumption patterns and partner with Data Operations to maintain data quality.
The Expertise and Skills You Bring
You bring a strong background in managing and delivering complex data solutions for quantitative research within asset management. Your expertise spans onboarding and curating both vendor and enterprise datasets, ensuring they meet rigorous standards for performance, usability, and research accuracy. You have experience accelerating dataset onboarding processes while maintaining sustainability and quality, and you excel at collaborating with technology partners and researchers to design intuitive data consumption patterns. Your ability to coach teams, improve documentation, and maintain best practices in project management demonstrates your leadership and commitment to operational excellence. You are highly analytical, able to navigate complex data challenges, and communicate effectively with both technical and investment stakeholders.
Your technical proficiency includes SQL and Python, combined with a deep understanding of quantitative datasets ranging from traditional financial data such as prices, returns, fundamentals, and corporate actions to alternative datasets like sustainability analytics, supply chain, and credit card data. You have hands-on experience with major financial data vendors (Bloomberg, S&P, FactSet, Refinitiv, Morningstar, MSCI) and a strong grasp of point-in-time data modeling, historical reconciliation, and data governance practices. Your track record includes delivering large-scale data projects on time and at quality, with transparency and collaboration across multiple teams.
Team
Quantitative Research & Investments (QRI) is an investments and research division within Fidelity Asset Management. QRI is responsible for developing quantitative and hybrid quant/fundamental investment strategies and delivering high-quality, data-driven insights to support Fidelity’s investment professionals.
Within QRI, the Quantitative Research Platform (QRP) team is an integral part of this mission because it ensures researchers have access to curated, high-quality datasets essential for quantitative research and portfolio management. QRP partners with technologists and researchers to onboard internal and vendor datasets, maintain rigorous data standards, and enable advanced research across systematic equity, fixed income, sustainable investing, and innovative strategies.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role:
Director, Quant Data Platform
You will lead the dataset onboarding efforts for the Quantitative Research Platform (QRP) team within Fidelity’s Quantitative Research & Investments (QRI) division. In this role, you will collaborate with technology partners to integrate financial and alternative datasets into QRP, ensuring they meet rigorous standards for quantitative research. You will work closely with researchers to design data consumption patterns and partner with Data Operations to maintain data quality.
The Expertise and Skills You Bring
You bring a strong background in managing and delivering complex data solutions for quantitative research within asset management. Your expertise spans onboarding and curating both vendor and enterprise datasets, ensuring they meet rigorous standards for performance, usability, and research accuracy. You have experience accelerating dataset onboarding processes while maintaining sustainability and quality, and you excel at collaborating with technology partners and researchers to design intuitive data consumption patterns. Your ability to coach teams, improve documentation, and maintain best practices in project management demonstrates your leadership and commitment to operational excellence. You are highly analytical, able to navigate complex data challenges, and communicate effectively with both technical and investment stakeholders.
Your technical proficiency includes SQL and Python, combined with a deep understanding of quantitative datasets ranging from traditional financial data such as prices, returns, fundamentals, and corporate actions to alternative datasets like sustainability analytics, supply chain, and credit card data. You have hands-on experience with major financial data vendors (Bloomberg, S&P, FactSet, Refinitiv, Morningstar, MSCI) and a strong grasp of point-in-time data modeling, historical reconciliation, and data governance practices. Your track record includes delivering large-scale data projects on time and at quality, with transparency and collaboration across multiple teams.
Team
Quantitative Research & Investments (QRI) is an investments and research division within Fidelity Asset Management. QRI is responsible for developing quantitative and hybrid quant/fundamental investment strategies and delivering high-quality, data-driven insights to support Fidelity’s investment professionals.
Within QRI, the Quantitative Research Platform (QRP) team is an integral part of this mission because it ensures researchers have access to curated, high-quality datasets essential for quantitative research and portfolio management. QRP partners with technologists and researchers to onboard internal and vendor datasets, maintain rigorous data standards, and enable advanced research across systematic equity, fixed income, sustainable investing, and innovative strategies.
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.
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
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
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
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Group
Fidelity’s Fixed Income division is one of the leading managers of bond and money market instruments with over $2 trillion in fixed income assets, The Fixed Income team combines fundamental research on domestic and international debt issuers with macroeconomic and quantitative analysis to develop investment decisions that stay true to each portfolio’s defined investment mandate, while aiming to maximize risk-adjusted total return for our clients. Our goal is to use our financial expertise to help people achieve their financial goals and live the lives they want. The Fixed Income division is headquartered / located primarily in Merrimack, New Hampshire, one hour north of Boston.
The Role
Fidelity is looking to hire a Portfolio Analyst to join its Fixed Income Division. The Portfolio Analyst will work closely with the Personal Bond Management (PBM) team, a retail SMA product that leverages technology to scale the business and support clients. This individual will report to the Head of Portfolio Analysis and will work closely with portfolio managers, traders, research analysts and investment operations professionals. The position requires a familiarity with fixed income investing, an interest in and knowledge of portfolio analysis and implementation techniques; entails significant technology engagement; demands effective communication and data management capabilities; requires attention to detail; and calls for an independent individual who will seek continuous improvement of investment processes and skills.
The Value You Deliver
Ensure that a large number of portfolios are structured appropriately relative to their benchmarks, strategies or risk objectives, as developed by portfolio management team.
Ensure portfolio targets for cash, duration, and currency exposures are managed appropriately in accordance with Portfolio Managers.
Analyze shareholder/client activity and work with Portfolio Managers on investment and divestment options.
Create trade orders and ensure orders, trades, and portfolios are always in compliance.
Develop a keen understanding of the team domain and share knowledge across teams.
Provides portfolio optimization solutions and recommends model enhancements to deliver improved outcomes, while adhering to client activity and investment guidelines.
Work to improve, iterate and further automate existing end user applications and develop new end user tools.
Perform analysis projects in conjunction with the portfolio managers and research staff to continuously refine and improve the investment methodology and associated policies.
Streamline the investment process and reduce operational risk through measurement and reporting.
Contribute to the implementation, launch, on-going management and improvement of investment strategies using scalable methodologies.
Develop constructive relationships with research analysts, quantitative analysts, traders, and investment operations to support the investment process as the business scales.
The Experience and Skills You Bring
In this role, you will actively contribute to all aspects of the investment process. In addition, the position requires:
3-5 years of investment experience in the fixed income field, and knowledge of fixed income markets and securities.
Experience performing investment analysis and understanding portfolio construction.
Firm grasp of SQL, Dash and Python.
Ability to think creatively and initiate projects that lead to improved implementation of investment strategies.
Willingness to contribute to all aspects of projects as investment and operational processes are developed and implemented.
Ability to make decisions quickly, often with limited information and with high attention to detail.
Ability to be flexible and ready to work through business challenges.
Excellent communication and presentation skills; experience presenting sophisticated concepts and results to large audiences in an intuitive manner.
Real passion for financial markets and the investment management process.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
Senior Manager, Client Experience - NPO
The Role
This role will report to the Director, Client Experience and be responsible for site leadership for a team of associates focused on providing a world-class client experience to our Non-profit customers ('NPOs'). We are looking for a leader who can balance day-to-day responsibilities (including escalations) with ongoing process improvements to gain efficiency, with a balanced eye to risk. In addition, this leader will need to stay aligned with peers across Fidelity Charitable to ensure a consistent client experience.
The Purpose of Your Role:
The Skills and Expertise You Bring
The Team
The Fidelity Charitable Gift Fund ('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’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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
Senior Manager, Client Experience - NPO
The Role
This role will report to the Director, Client Experience and be responsible for site leadership for a team of associates focused on providing a world-class client experience to our Non-profit customers ('NPOs'). We are looking for a leader who can balance day-to-day responsibilities (including escalations) with ongoing process improvements to gain efficiency, with a balanced eye to risk. In addition, this leader will need to stay aligned with peers across Fidelity Charitable to ensure a consistent client experience.
The Purpose of Your Role:
The Skills and Expertise You Bring
The Team
The Fidelity Charitable Gift Fund ('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’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.
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.
]]>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture 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 We’re Looking For
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
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 find success in a dynamic, deadline driven, and detailed compliance environment
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
The Purpose of Your Role
The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.
The Skills You Bring
You are able to facilitate setting targeted appointments that improve engagement with clients
You are client oriented and bring great perspective on financial planning
You have a vested interest in being an advocate for your clients
You are professional with a polished communication style compatible with high net worth clientele
Being coachable, collaborative, and curious are your "go to" attributes
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
You are key to the Fidelity relationship strategy
Deepening client relationships through long term mentorship
Collaborating with the Relationship Manager team company wide
Being responsible for the client contact strategy
Building long-lasting meaningful relationships with clients
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position
Client Experience Account Manager
The Role
The Client Experience Account Manager is a member of the Service Delivery Client Services team, specifically with the Premium Services Team, working closely with the Private Donor Group and Philanthropic Strategists. You will primarily be responsible for the timely and accurate processing and researching for High Net Worth donors. The Senior Specialist will process standard and non-standard requests, meet program SLA’s, and prioritize expedited requests without sacrificing quality. As a member of FC’s Service Delivery team, the Senior Specialist will be part of a highly motivated, fast-paced team, must have a strong understanding of service operations, and must be able to manage priorities well. The Senior Specialist will provide guidance, education and ensures Fidelity Charitable is surpassing all of the HNW Donors’ needs.
You will engage with donors and advisors using conversational techniques to understand the scope of their request, capture relevant information and identify a solution, if necessary. It’s more than just taking a call and processing a transaction - our donors are generously giving to non- profit organizations in an effort to meet their philanthropic goals. You get to be a part of that!
The Expertise and Skills You Bring
Bachelors degree
Minimum Experience: 2-3 years of customer service, sales, service operations or UHNW background required. Experience in the financial services industry, specifically brokerage or investments preferred but not required.
Strong and effective verbal and written communication skills
Demonstrated attention to detail, with good follow-through
Strong organizational, planning, multi-tasking, time management skills
Demonstrated problem solving skills
Ability to work under pressure and within tight deadlines
Demonstrated ability to identify and mitigate potential areas of risk
Working knowledge of Fidelity systems (XTRAC, RepApp), a plus
You have a high sense of urgency and understand when to escalate
Your strong and effective verbal and written communication skills required
Your very best problem-solving skills with excellent follow through
Your strong organizational skills, planning and time management
You are a team player with the ability to influence without authority
You are flexible with overtime as requested (especially December – Giving Season)
Collaborating with internal Charitable business partners to fulfill special handling
Employing good sound judgment in decision making or problem resolution
Delivering a great customer experience with each interaction to help strengthen donor relationships
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
Process high value contributions of cash equivalents and securities
Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items
Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization
Maintain up-to-date procedures for those functions for which responsible
The Team
The Fidelity Charitable Gift Fund (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 of the charitable organization’s employees and supports all of 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position.
Equity Trading is seeking a Full Stack Software Engineer to support our work on an extensive range of products. We are looking for top engineering talent as we craft, build and advance our software solutions. The role involves working in an agile team, in a highly collaborative and engaging environment and be adaptable to shifting priorities.
Your role as a Senior Software Engineer on the Equity Trading team is to produce high-quality, testable, and reliably deployed code for sophisticated products and components. We want you to be motivated by having the autonomy to build and craft extraordinary solutions among a robust engineering team that will support your growth and development.
7+ years’ experience as a successful full stack software engineer, delivering software using agile development practices. Object Oriented development experience with Java.
Exposure to coding in more than one programming language. Our full stack engineers work across a range of client, middle tier, messaging, caching and database technologies including Java, Spring boot, Angular, TypeScript, JavaScript, REST, SQL and PL/SQL.
2+ years’ experience with Amazon Web Services.
Working experience in Cloud based infrastructure and Continuous Integration & Continuous Delivery (CI/CD) practices.
Exposure to test automation frameworks that support all types of testing (unit, component, integration, system etc.) executed through CI/CD pipelines
Bachelor's degree (or above) in either Computer Science, Management Information Systems, Business Information Systems, Mathematics or Finance related fields.
Work successfully in an environment that has a full stack engineering mentality and encourages autonomy in the work that you do.
Proven understanding of CI/CD tools such as Jenkins, Artifactory, and SonarQube to continuously and autonomously deliver high-quality apps to guarantee stable and performant experiences.
Able to clearly detail design options and decisions, and present these in an organized manner to technical as well as non-technical audiences
You are a strong contributor with a collaborative work style in building, crafting and reviewing code.
You will be a key member of the engineering team actively innovating and creatively experimenting so that we may better support product and business needs
Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading and Investment Operations functions. We are an integral partner for Asset Management to deliver innovative, scalable, industry-leading investment tools that enable Asset Management to achieve competitive advantage globally.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position.
Equity Trading is seeking a Full Stack Software Engineer to support our work on an extensive range of products. We are looking for top engineering talent as we craft, build and advance our software solutions. The role involves working in an agile team, in a highly collaborative and engaging environment and be adaptable to shifting priorities.
Your role as a Senior Software Engineer on the Equity Trading team is to produce high-quality, testable, and reliably deployed code for sophisticated products and components. We want you to be motivated by having the autonomy to build and craft extraordinary solutions among a robust engineering team that will support your growth and development.
7+ years’ experience as a successful full stack software engineer, delivering software using agile development practices. Object Oriented development experience with Java.
Exposure to coding in more than one programming language. Our full stack engineers work across a range of client, middle tier, messaging, caching and database technologies including Java, Spring boot, Angular, TypeScript, JavaScript, REST, SQL and PL/SQL.
2+ years’ experience with Amazon Web Services.
Working experience in Cloud based infrastructure and Continuous Integration & Continuous Delivery (CI/CD) practices.
Exposure to test automation frameworks that support all types of testing (unit, component, integration, system etc.) executed through CI/CD pipelines
Bachelor's degree (or above) in either Computer Science, Management Information Systems, Business Information Systems, Mathematics or Finance related fields.
Work successfully in an environment that has a full stack engineering mentality and encourages autonomy in the work that you do.
Proven understanding of CI/CD tools such as Jenkins, Artifactory, and SonarQube to continuously and autonomously deliver high-quality apps to guarantee stable and performant experiences.
Able to clearly detail design options and decisions, and present these in an organized manner to technical as well as non-technical audiences
You are a strong contributor with a collaborative work style in building, crafting and reviewing code.
You will be a key member of the engineering team actively innovating and creatively experimenting so that we may better support product and business needs
Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading and Investment Operations functions. We are an integral partner for Asset Management to deliver innovative, scalable, industry-leading investment tools that enable Asset Management to achieve competitive advantage globally.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position.
Equity Trading is seeking a Full Stack Software Engineer to support our work on an extensive range of products. We are looking for top engineering talent as we craft, build and advance our software solutions. The role involves working in an agile team, in a highly collaborative and engaging environment and be adaptable to shifting priorities.
Your role as a Senior Software Engineer on the Equity Trading team is to produce high-quality, testable, and reliably deployed code for sophisticated products and components. We want you to be motivated by having the autonomy to build and craft extraordinary solutions among a robust engineering team that will support your growth and development.
7+ years’ experience as a successful full stack software engineer, delivering software using agile development practices. Object Oriented development experience with Java.
Exposure to coding in more than one programming language. Our full stack engineers work across a range of client, middle tier, messaging, caching and database technologies including Java, Spring boot, Angular, TypeScript, JavaScript, REST, SQL and PL/SQL.
2+ years’ experience with Amazon Web Services.
Working experience in Cloud based infrastructure and Continuous Integration & Continuous Delivery (CI/CD) practices.
Exposure to test automation frameworks that support all types of testing (unit, component, integration, system etc.) executed through CI/CD pipelines
Bachelor's degree (or above) in either Computer Science, Management Information Systems, Business Information Systems, Mathematics or Finance related fields.
Work successfully in an environment that has a full stack engineering mentality and encourages autonomy in the work that you do.
Proven understanding of CI/CD tools such as Jenkins, Artifactory, and SonarQube to continuously and autonomously deliver high-quality apps to guarantee stable and performant experiences.
Able to clearly detail design options and decisions, and present these in an organized manner to technical as well as non-technical audiences
You are a strong contributor with a collaborative work style in building, crafting and reviewing code.
You will be a key member of the engineering team actively innovating and creatively experimenting so that we may better support product and business needs
Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading and Investment Operations functions. We are an integral partner for Asset Management to deliver innovative, scalable, industry-leading investment tools that enable Asset Management to achieve competitive advantage globally.
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.
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.
]]>Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a Principal Full Stack Engineer to join our Quantitative Research and Investments Technology (QRIT) team in Fidelity Asset Management Technology. This role will partner with the quant research and investments teams to design, build, enhance, and support a comprehensive Systematic Alternatives portfolio construction and Management System. This individual will include hands-on development collaborating with team of quantitative researchers, software engineers and quantitative developers.
The Expertise and Skills You Bring
The Team
Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading, and Investment Operations functions. We are seeking a Principal, Full Stack Engineer, to join our Quantitative Research and Investing Technology organization. This role will be part of our Quantitative Engineering team, which is responsible for delivering and maintaining solutions for Quant Research team.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a Principal Full Stack Engineer to join our Quantitative Research and Investments Technology (QRIT) team in Fidelity Asset Management Technology. This role will partner with the quant research and investments teams to design, build, enhance, and support a comprehensive Systematic Alternatives portfolio construction and Management System. This individual will include hands-on development collaborating with team of quantitative researchers, software engineers and quantitative developers.
The Expertise and Skills You Bring
The Team
Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading, and Investment Operations functions. We are seeking a Principal, Full Stack Engineer, to join our Quantitative Research and Investing Technology organization. This role will be part of our Quantitative Engineering team, which is responsible for delivering and maintaining solutions for Quant Research team.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a Principal Full Stack Engineer to join our Quantitative Research and Investments Technology (QRIT) team in Fidelity Asset Management Technology. This role will partner with the quant research and investments teams to design, build, enhance, and support a comprehensive Systematic Alternatives portfolio construction and Management System. This individual will include hands-on development collaborating with team of quantitative researchers, software engineers and quantitative developers.
The Expertise and Skills You Bring
The Team
Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading, and Investment Operations functions. We are seeking a Principal, Full Stack Engineer, to join our Quantitative Research and Investing Technology organization. This role will be part of our Quantitative Engineering team, which is responsible for delivering and maintaining solutions for Quant Research team.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
As a Director in the AMC Initiatives Management Center of Excellence you will assess the impacts of new complex products, investment capabilities, and regulatory changes to the AMC operating model. You will build and lead implementation plans that ensure readiness across all functional areas within AMC while representing AMC with product and regulatory facing business partners across Fidelity. The Center of Excellence Director will design, build, and maintain robust product and regulatory intake, implementation, and metrics reporting tools to drive and support collaboration, readiness, and transparency.
In this role, you will lead a variety of initiatives with a focus on emerging lines of business, such as digital assets and alternative products. You will build and maintain strong working relationships with Fidelity senior management and initiative stakeholders, providing timely awareness of key risks, issues, and results across AMC and with key Asset Management leaders and business partners.
The Team
Asset Management Compliance (AMC) works closely with Fidelity’s investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about delivering sound guidance and creative solutions in a timely and adaptable manner to support Asset Management in delivering the best customer experience in the financial services industry. This team focuses on internal and external change management across all of AMC’s businesses and functions related to regulations, new products/instruments, and strategic initiatives.g
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.
As a Director in the AMC Initiatives Management Center of Excellence you will assess the impacts of new complex products, investment capabilities, and regulatory changes to the AMC operating model. You will build and lead implementation plans that ensure readiness across all functional areas within AMC while representing AMC with product and regulatory facing business partners across Fidelity. The Center of Excellence Director will design, build, and maintain robust product and regulatory intake, implementation, and metrics reporting tools to drive and support collaboration, readiness, and transparency.
In this role, you will lead a variety of initiatives with a focus on emerging lines of business, such as digital assets and alternative products. You will build and maintain strong working relationships with Fidelity senior management and initiative stakeholders, providing timely awareness of key risks, issues, and results across AMC and with key Asset Management leaders and business partners.
The Team
Asset Management Compliance (AMC) works closely with Fidelity’s investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about delivering sound guidance and creative solutions in a timely and adaptable manner to support Asset Management in delivering the best customer experience in the financial services industry. This team focuses on internal and external change management across all of AMC’s businesses and functions related to regulations, new products/instruments, and strategic initiatives.g
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.
As a Director in the AMC Initiatives Management Center of Excellence you will assess the impacts of new complex products, investment capabilities, and regulatory changes to the AMC operating model. You will build and lead implementation plans that ensure readiness across all functional areas within AMC while representing AMC with product and regulatory facing business partners across Fidelity. The Center of Excellence Director will design, build, and maintain robust product and regulatory intake, implementation, and metrics reporting tools to drive and support collaboration, readiness, and transparency.
In this role, you will lead a variety of initiatives with a focus on emerging lines of business, such as digital assets and alternative products. You will build and maintain strong working relationships with Fidelity senior management and initiative stakeholders, providing timely awareness of key risks, issues, and results across AMC and with key Asset Management leaders and business partners.
The Team
Asset Management Compliance (AMC) works closely with Fidelity’s investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about delivering sound guidance and creative solutions in a timely and adaptable manner to support Asset Management in delivering the best customer experience in the financial services industry. This team focuses on internal and external change management across all of AMC’s businesses and functions related to regulations, new products/instruments, and strategic initiatives.g
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.
NOTE: Fidelity will not provide sponsorship for this position.
The Role
Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products? In this role you will prepare, review, and coordinate the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Products in scope may include Limited Partnerships and REITs with investments in alternative asset classes. Your ability to work within an operations team and to meet deadlines will be essential to our success in delivering high-quality financial reporting for Fidelity’s Investment Products. You will also participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners.
The Expertise and Skills You Bring
The Team
In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success!
#FFIOAlts
#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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>NOTE: Fidelity will not provide sponsorship for this position.
The Role
Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products? In this role you will prepare, review, and coordinate the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Products in scope may include Limited Partnerships and REITs with investments in alternative asset classes. Your ability to work within an operations team and to meet deadlines will be essential to our success in delivering high-quality financial reporting for Fidelity’s Investment Products. You will also participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners.
The Expertise and Skills You Bring
The Team
In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success!
#FFIOAlts
#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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Derivatives Trading Operations Senior Analyst is a newly envisioned role within Investment Services, designed to provide dedicated front office operational support for Liquid Alternatives trading on the Equity Alternatives desk. This role will partner with the Liquid Alts Portfolio Services team to focus on ensuring seamless execution and lifecycle management of Liquid Alts derivative flows.
The successful candidate will manage all aspects of pre-trade and post-trade processing, including:
This role requires deep cross-system knowledge, broad access across Asset Management platforms, and strong coordination skills with trading desks, the Fidelity Fund Investment Operations Middle Office, technology, and external counterparties to accelerate workflows, reduce reliance on ad hoc operational coverage, and support the scaling of our Liquid Alts capabilities.
The Expertise and Skills You Bring
The Successful Candidate Will
The Team
The Asset Management Compliance, Risk and Business Operations (CRBO) group comprises the following teams: AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research & Analytics, Investment Services, and Strategic Business Initiatives. CRBO is a global organization focused on advancing Fidelity and Asset Management’s strategic priorities through innovation, business partner alignment, and fostering a culture that challenges the status quo and promotes vitality.
The teams work together to support Asset Management’s strategic goals while being the best partner to the business to protect our clients via proactive compliance monitoring, risk oversight, and strategic business planning. The team’s key organizational themes are business partnership and stewardship, modernization and digitization, innovation, and talent development.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a visionary executive leader to architect, build, and scale the operating platform that will power the future of digital asset investments and on-chain finance — spanning tokenized funds and financial assets, digital asset portfolios, on-chain investments and financial activities, and blockchain-native financial products.
This role will lead the design and implementation and ongoing operation of the end-to-end infrastructure for the digital assets fund and portfolio investment services ecosystem, including accounting and valuation, portfolio and fund administration, and transfer agency, integrating blockchain infrastructure with institutional-grade controls, data architecture, and governance across both on-chain and off-chain environments.
The successful candidate will combine deep operational expertise in traditional investment accounting and fund and portfolio administration and transfer agency with hands-on experience building blockchain and on-chain financial infrastructure. This candidate will also have a proven ability to lead organizations through complex, multi-stakeholder change.
Key Responsibilities
Strategic Platform Architecture
Define and execute the multi-year strategic roadmap for the digital asset operating platform — integrating fund administration and transfer agent, and portfolio-accounting functions with blockchain-based systems.
Architect the core infrastructure stack for digital asset investments, tokenized funds and financial assets — including modules for on-chain accounting, valuation, NAV calculation, fund administration, and transfer-agency services.
Design core ledger, data, and oracle frameworks that reconcile off-chain financial records with on-chain smart-contract and blockchain data.
Establish the technical and operational foundations for on-chain accounting, NAV calculation, investor servicing, and settlement.
Organizational Design & Leadership
Build and lead multidisciplinary teams across operations, product, technology, accounting, data management, risk, and compliance to deliver the platform vision.
Design and implement organizational and governance structures and operating charters appropriate for digital asset and on-chain financial environments.
Recruit and mentor talent across finance, blockchain, and operations disciplines, fostering a culture of innovation, control, and accountability.
Implement decision-making frameworks and escalation paths that enable agility while maintaining strong institutional governance.
Governance and Controls, Technology, Infrastructure & Integration
Lead design and implementation of on-chain fund-accounting and investor-record systems, integrated with enterprise data and record-keeping standards, fund-administration and transfer agent platforms.
Oversee development of accounting and back office administration infrastructure supporting digital asset trading, custody, staking, and yield activities.
Define policies for smart-contract deployment, private-key management, cyber resilience, and operational continuity.
Ensure audit readiness and regulatory compliance aligned with applicable regulatory agencies and authorities, including SEC, CFTC and equivalent global standards.
Establish data-governance, reporting, and control frameworks to ensure transparency, accuracy, and traceability across funds and portfolios.
Champion tokenization frameworks for different asset classes and product structures, including money-market funds, private credit, private equity, ETFs, and structured finance, and interoperability across blockchains.
Cross-Functional Leadership & Stakeholder Management
Operate effectively within a large, matrixed organization, aligning functions across technology, operations, investment management, finance, risk, and compliance.
Navigate consensus-oriented cultures, build credibility, and drive alignment among multiple senior stakeholders and governance bodies.
Communicate with clarity across executive committees, board forums, and regulatory stakeholders to secure buy-in for digital-asset platform and product initiatives.
Serve as the internal bridge between traditional and blockchain-native teams, ensuring integrated business design and operational discipline.
Industry & Ecosystem Engagement
Represent the firm in industry and regulatory working groups, shaping standards for tokenized fund and digital asset operations.
Establish strategic partnerships with custodians, administrators, oracle providers, and blockchain infrastructure firms.
Provide thought leadership on the future of on-chain fund services, digital-asset governance, and tokenized capital markets.
Qualifications
Professional Experience
15+ years of progressive leadership experience in asset management, fund administration, or financial-operations roles, including at least 5 years in digital-asset, cryptocurrency, or blockchain-based finance.
Proven record of designing and implementing large-scale operating platforms supporting both traditional and digital assets.
Direct experience building and scaling teams and organizations, including defining structure, roles, processes, and performance governance.
Demonstrated success working across large, matrixed organizations with multiple senior stakeholders in a consensus-driven culture, achieving alignment and results.
Deep expertise in fund accounting, valuation, investor servicing, and transfer agency for traditional investment products.
Proven track record building infrastructure for cryptocurrency investment operations, including wallet management, custody, settlement, and on-chain reconciliation.
Technical & Strategic Competencies
Strong understanding of blockchain architecture, smart-contract design, tokenization standards, and interoperability protocols.
Familiarity with DeFi primitives (staking, liquidity pools, lending protocols) and their integration into institutional frameworks.
Expertise in designing data architecture, reconciliation, and control frameworks.
Proven ability to translate strategic vision into executable programs through structured governance, roadmap execution, and stakeholder management.
Leadership Attributes
Visionary yet pragmatic leader who combines strategic insight with operational execution.
Exceptional communicator capable of aligning diverse senior stakeholders around a common mission.
Deep curiosity about how blockchain transforms investment operations and a disciplined approach to risk and compliance.
Strong sense of ownership and commitment to building institutional infrastructure for the next generation of finance.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a visionary executive leader to architect, build, and scale the operating platform that will power the future of digital asset investments and on-chain finance — spanning tokenized funds and financial assets, digital asset portfolios, on-chain investments and financial activities, and blockchain-native financial products.
This role will lead the design and implementation and ongoing operation of the end-to-end infrastructure for the digital assets fund and portfolio investment services ecosystem, including accounting and valuation, portfolio and fund administration, and transfer agency, integrating blockchain infrastructure with institutional-grade controls, data architecture, and governance across both on-chain and off-chain environments.
The successful candidate will combine deep operational expertise in traditional investment accounting and fund and portfolio administration and transfer agency with hands-on experience building blockchain and on-chain financial infrastructure. This candidate will also have a proven ability to lead organizations through complex, multi-stakeholder change.
Key Responsibilities
Strategic Platform Architecture
Define and execute the multi-year strategic roadmap for the digital asset operating platform — integrating fund administration and transfer agent, and portfolio-accounting functions with blockchain-based systems.
Architect the core infrastructure stack for digital asset investments, tokenized funds and financial assets — including modules for on-chain accounting, valuation, NAV calculation, fund administration, and transfer-agency services.
Design core ledger, data, and oracle frameworks that reconcile off-chain financial records with on-chain smart-contract and blockchain data.
Establish the technical and operational foundations for on-chain accounting, NAV calculation, investor servicing, and settlement.
Organizational Design & Leadership
Build and lead multidisciplinary teams across operations, product, technology, accounting, data management, risk, and compliance to deliver the platform vision.
Design and implement organizational and governance structures and operating charters appropriate for digital asset and on-chain financial environments.
Recruit and mentor talent across finance, blockchain, and operations disciplines, fostering a culture of innovation, control, and accountability.
Implement decision-making frameworks and escalation paths that enable agility while maintaining strong institutional governance.
Governance and Controls, Technology, Infrastructure & Integration
Lead design and implementation of on-chain fund-accounting and investor-record systems, integrated with enterprise data and record-keeping standards, fund-administration and transfer agent platforms.
Oversee development of accounting and back office administration infrastructure supporting digital asset trading, custody, staking, and yield activities.
Define policies for smart-contract deployment, private-key management, cyber resilience, and operational continuity.
Ensure audit readiness and regulatory compliance aligned with applicable regulatory agencies and authorities, including SEC, CFTC and equivalent global standards.
Establish data-governance, reporting, and control frameworks to ensure transparency, accuracy, and traceability across funds and portfolios.
Champion tokenization frameworks for different asset classes and product structures, including money-market funds, private credit, private equity, ETFs, and structured finance, and interoperability across blockchains.
Cross-Functional Leadership & Stakeholder Management
Operate effectively within a large, matrixed organization, aligning functions across technology, operations, investment management, finance, risk, and compliance.
Navigate consensus-oriented cultures, build credibility, and drive alignment among multiple senior stakeholders and governance bodies.
Communicate with clarity across executive committees, board forums, and regulatory stakeholders to secure buy-in for digital-asset platform and product initiatives.
Serve as the internal bridge between traditional and blockchain-native teams, ensuring integrated business design and operational discipline.
Industry & Ecosystem Engagement
Represent the firm in industry and regulatory working groups, shaping standards for tokenized fund and digital asset operations.
Establish strategic partnerships with custodians, administrators, oracle providers, and blockchain infrastructure firms.
Provide thought leadership on the future of on-chain fund services, digital-asset governance, and tokenized capital markets.
Qualifications
Professional Experience
15+ years of progressive leadership experience in asset management, fund administration, or financial-operations roles, including at least 5 years in digital-asset, cryptocurrency, or blockchain-based finance.
Proven record of designing and implementing large-scale operating platforms supporting both traditional and digital assets.
Direct experience building and scaling teams and organizations, including defining structure, roles, processes, and performance governance.
Demonstrated success working across large, matrixed organizations with multiple senior stakeholders in a consensus-driven culture, achieving alignment and results.
Deep expertise in fund accounting, valuation, investor servicing, and transfer agency for traditional investment products.
Proven track record building infrastructure for cryptocurrency investment operations, including wallet management, custody, settlement, and on-chain reconciliation.
Technical & Strategic Competencies
Strong understanding of blockchain architecture, smart-contract design, tokenization standards, and interoperability protocols.
Familiarity with DeFi primitives (staking, liquidity pools, lending protocols) and their integration into institutional frameworks.
Expertise in designing data architecture, reconciliation, and control frameworks.
Proven ability to translate strategic vision into executable programs through structured governance, roadmap execution, and stakeholder management.
Leadership Attributes
Visionary yet pragmatic leader who combines strategic insight with operational execution.
Exceptional communicator capable of aligning diverse senior stakeholders around a common mission.
Deep curiosity about how blockchain transforms investment operations and a disciplined approach to risk and compliance.
Strong sense of ownership and commitment to building institutional infrastructure for the next generation of finance.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a visionary executive leader to architect, build, and scale the operating platform that will power the future of digital asset investments and on-chain finance — spanning tokenized funds and financial assets, digital asset portfolios, on-chain investments and financial activities, and blockchain-native financial products.
This role will lead the design and implementation and ongoing operation of the end-to-end infrastructure for the digital assets fund and portfolio investment services ecosystem, including accounting and valuation, portfolio and fund administration, and transfer agency, integrating blockchain infrastructure with institutional-grade controls, data architecture, and governance across both on-chain and off-chain environments.
The successful candidate will combine deep operational expertise in traditional investment accounting and fund and portfolio administration and transfer agency with hands-on experience building blockchain and on-chain financial infrastructure. This candidate will also have a proven ability to lead organizations through complex, multi-stakeholder change.
Key Responsibilities
Strategic Platform Architecture
Define and execute the multi-year strategic roadmap for the digital asset operating platform — integrating fund administration and transfer agent, and portfolio-accounting functions with blockchain-based systems.
Architect the core infrastructure stack for digital asset investments, tokenized funds and financial assets — including modules for on-chain accounting, valuation, NAV calculation, fund administration, and transfer-agency services.
Design core ledger, data, and oracle frameworks that reconcile off-chain financial records with on-chain smart-contract and blockchain data.
Establish the technical and operational foundations for on-chain accounting, NAV calculation, investor servicing, and settlement.
Organizational Design & Leadership
Build and lead multidisciplinary teams across operations, product, technology, accounting, data management, risk, and compliance to deliver the platform vision.
Design and implement organizational and governance structures and operating charters appropriate for digital asset and on-chain financial environments.
Recruit and mentor talent across finance, blockchain, and operations disciplines, fostering a culture of innovation, control, and accountability.
Implement decision-making frameworks and escalation paths that enable agility while maintaining strong institutional governance.
Governance and Controls, Technology, Infrastructure & Integration
Lead design and implementation of on-chain fund-accounting and investor-record systems, integrated with enterprise data and record-keeping standards, fund-administration and transfer agent platforms.
Oversee development of accounting and back office administration infrastructure supporting digital asset trading, custody, staking, and yield activities.
Define policies for smart-contract deployment, private-key management, cyber resilience, and operational continuity.
Ensure audit readiness and regulatory compliance aligned with applicable regulatory agencies and authorities, including SEC, CFTC and equivalent global standards.
Establish data-governance, reporting, and control frameworks to ensure transparency, accuracy, and traceability across funds and portfolios.
Champion tokenization frameworks for different asset classes and product structures, including money-market funds, private credit, private equity, ETFs, and structured finance, and interoperability across blockchains.
Cross-Functional Leadership & Stakeholder Management
Operate effectively within a large, matrixed organization, aligning functions across technology, operations, investment management, finance, risk, and compliance.
Navigate consensus-oriented cultures, build credibility, and drive alignment among multiple senior stakeholders and governance bodies.
Communicate with clarity across executive committees, board forums, and regulatory stakeholders to secure buy-in for digital-asset platform and product initiatives.
Serve as the internal bridge between traditional and blockchain-native teams, ensuring integrated business design and operational discipline.
Industry & Ecosystem Engagement
Represent the firm in industry and regulatory working groups, shaping standards for tokenized fund and digital asset operations.
Establish strategic partnerships with custodians, administrators, oracle providers, and blockchain infrastructure firms.
Provide thought leadership on the future of on-chain fund services, digital-asset governance, and tokenized capital markets.
Qualifications
Professional Experience
15+ years of progressive leadership experience in asset management, fund administration, or financial-operations roles, including at least 5 years in digital-asset, cryptocurrency, or blockchain-based finance.
Proven record of designing and implementing large-scale operating platforms supporting both traditional and digital assets.
Direct experience building and scaling teams and organizations, including defining structure, roles, processes, and performance governance.
Demonstrated success working across large, matrixed organizations with multiple senior stakeholders in a consensus-driven culture, achieving alignment and results.
Deep expertise in fund accounting, valuation, investor servicing, and transfer agency for traditional investment products.
Proven track record building infrastructure for cryptocurrency investment operations, including wallet management, custody, settlement, and on-chain reconciliation.
Technical & Strategic Competencies
Strong understanding of blockchain architecture, smart-contract design, tokenization standards, and interoperability protocols.
Familiarity with DeFi primitives (staking, liquidity pools, lending protocols) and their integration into institutional frameworks.
Expertise in designing data architecture, reconciliation, and control frameworks.
Proven ability to translate strategic vision into executable programs through structured governance, roadmap execution, and stakeholder management.
Leadership Attributes
Visionary yet pragmatic leader who combines strategic insight with operational execution.
Exceptional communicator capable of aligning diverse senior stakeholders around a common mission.
Deep curiosity about how blockchain transforms investment operations and a disciplined approach to risk and compliance.
Strong sense of ownership and commitment to building institutional infrastructure for the next generation of finance.
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.
As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture 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 We’re Looking For
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
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 find success in a dynamic, deadline driven, and detailed compliance environment
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
The Purpose of Your Role
The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.
The Skills You Bring
You are able to facilitate setting targeted appointments that improve engagement with clients
You are client oriented and bring great perspective on financial planning
You have a vested interest in being an advocate for your clients
You are professional with a polished communication style compatible with high net worth clientele
Being coachable, collaborative, and curious are your "go to" attributes
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
You are key to the Fidelity relationship strategy
Deepening client relationships through long term mentorship
Collaborating with the Relationship Manager team company wide
Being responsible for the client contact strategy
Building long-lasting meaningful relationships with clients
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking an experienced Occupancy Planner to shape how our global workplace portfolio supports business performance, onsite work strategy, and outstanding associate experiences. This role sits at the intersection of workplace strategy, strategic space planning, and data‑driven decision making, with responsibility for translating workforce and space insights into clear, actionable plans.
You will coordinate occupancy planning efforts across a complex, multi-site global portfolio—developing space scenarios, stack plans, phasing strategies, and utilization insights that guide short- and long-term decisions. This is a highly collaborative role, partnering closely with Real Estate Strategy, Associate Experience, Facilities and Operations, Workforce Planning, and Design teams to align space supply with evolving business needs.
Success in this role requires a balance of analytical and data orientation, workspace design and planning proficiency, and strong communication capabilities. You’ll influence leaders with well‑crafted narratives backed by data, helping the organization confidently adapt in a dynamic workplace environment.
As an Occupancy Planner, you enable smarter, future‑ready workplace decisions by integrating space planning expertise, workplace strategy, and analytics. Your work ensures that space is optimized, flexible, and aligned with onsite work models, productivity goals, workspace design metrics, and associate well‑being.
You serve as a strategic advisor to business leaders—translating workforce trends, operational requirements, and workplace design standards into practical plans that improve portfolio performance. From developing stack and migration plans to guiding partners through workplace change, your insights help build an adaptable and resilient workplace strategy.
The Team
Fidelity Real Estate is the corporate real estate division of Fidelity Investments, providing a full range of services to Fidelity business units within the US and internationally. Our philosophy is customer-centric - everything we do focuses on delivering solutions that meet the needs of our customers at all levels. We run more than 11 million square feet of space in the United States and overseas, including thirteen North American and six international locations, two 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.
Specific responsibilities include:
The Expertise and Skills You Bring
The Team
The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.
Joining WEPA means that you will:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
We invite you to Find Your Fidelity at fidelitycareers.com
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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:
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.
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:
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.
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:
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.
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:
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.
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:
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.
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:
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We’re hiring a strategic and technically strong engineering leader to lead Portfolio Construction technology platforms within Fidelity Asset Management Solutions (FAMS). This role includes direct people management responsibility for approximately 9 software engineers while providing technical and execution leadership across multiple engineering delivery teams.
This role requires a leader with proven experience building and developing high-performing engineering teams combined with deep modern software engineering expertise. Just as importantly, the ideal candidate must have hands-on experience using AI-assisted development tools such as GitHub Copilot, Claude, and similar technologies in real engineering environments.
This is a core requirement for the role — the successful candidate will be expected to lead adoption of AI-enabled engineering practices, coach engineers on modern AI development workflows, and accelerate developer productivity across the organization.
You will partner closely with product, architecture, and investment technology leaders to deliver scalable, resilient, and high-impact solutions supporting multi-asset investing and portfolio construction capabilities.
This is an ideal opportunity for a leader who is passionate about engineering excellence, talent development, AI-driven software engineering transformation, and building modern investment technology platforms.
The Expertise and Skills You Bring
Proven experience leading and developing high-performing engineering teams, including direct management of approximately 8–10 software engineers.
Deep technical expertise across modern engineering stacks, cloud-native platforms, and enterprise-scale software delivery.
Hands-on experience using and driving adoption of AI-assisted engineering tools such as GitHub Copilot, Claude, and similar technologies.
Ability to influence technical direction, partner effectively with product leadership, and translate strategy into scalable business solutions.
Strong communication, problem-solving, and coaching skills with a passion for engineering excellence, innovation, and continuous improvement.
The Value You Deliver
Lead, mentor, and grow a high-performing team of software engineers while fostering a strong culture of accountability and innovation.
Drive delivery of strategic technology initiatives supporting portfolio construction and multi-asset investment capabilities.
Accelerate engineering productivity and quality through adoption of AI-enabled software development practices and tools.
Partner closely with product and technology leaders to align engineering execution with business priorities and client outcomes.
Deliver scalable, resilient, and high-quality technology solutions using modern engineering practices and cloud-native architectures.
The Team
Within Fidelity Asset Management Solutions (FAMS), our technology organization builds and supports the platforms that power portfolio construction, asset allocation, analytics, and risk management across a broad range of multi-asset investment solutions.
Our engineers develop scalable, cloud-native applications and services supporting investment professionals across the full investment lifecycle. Teams leverage modern technologies including Java, Angular, Kafka, Oracle, and cloud-native architectures to deliver high-impact investment technology solutions.
FAMS is also making a significant strategic investment in AI-enabled engineering practices and developer productivity transformation. We are actively adopting tools such as GitHub Copilot, Claude, and other emerging AI technologies to modernize software development, improve quality, and accelerate delivery across engineering teams.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As an Accommodation Advisor at Fidelity, you will lead the interactive process with associates who have disabilities as defined by the Americans with Disabilities Act and Amendments Act (ADA/ADAAA). Your role is to ensure the firm remains compliant with ADAAA guidelines set forth by the Equal Employment Opportunity Commission (EEOC), while minimizing risk by identifying creative and reasonable accommodations that enable associates to perform the essential functions of their roles. You will collaborate with key stakeholders—including Legal, Business Unit HR, Corporate Technology, and others—to influence decision-making and implement tailored solutions. Additionally, you will contribute to strategic efforts that promote accessibility and inclusion across the organization.
The Expertise and Skills you Bring
Experience with FMLA and leave management as well as ADAAA, disabilities and accommodations is preferred.
Strong interpersonal skills with the ability to advise, influence, and collaborate across all levels of the organization, including Legal and other partners.
Passion for research accommodation solutions, including technology and services, and leading through situations without clear standards or practices.
Ability to analyze and present case details to determine next steps and identify balanced solutions for associates, business units, and Fidelity.
Background in Human Resources or Employee Relations.
Skilled in identifying and implementing standard practices, process improvements, and consistent approaches to the accommodation process.
Excellent time management, organization, and prioritization skills; capable of managing a caseload of 200–250 complex accommodation requests.
Strong written communication skills for documenting dates, conversations, and process steps, and for drafting customized correspondence.
Exceptional verbal communication skills for educating associates on leave and accommodation policies via inbound/outbound calls.
Proven consulting, influencing, and relationship management abilities to build effective partnerships with associates and leadership.
Demonstrated leadership skills to drive solution-focused initiatives (e.g., leading cross-functional teams to select on-demand captioning software).
Effective problem-solving skills with a self-motivated approach and accountability for results.
Comfortable navigating uncharted territory to develop effective accommodation solutions.
The Team
This is an opportunity to join the Leave of Absence and Accommodation Team within the Fidelity HR Shared Services. This centralized team manages requests for accommodations due to disability for Fidelity’s US based associates.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As an Accommodation Advisor at Fidelity, you will lead the interactive process with associates who have disabilities as defined by the Americans with Disabilities Act and Amendments Act (ADA/ADAAA). Your role is to ensure the firm remains compliant with ADAAA guidelines set forth by the Equal Employment Opportunity Commission (EEOC), while minimizing risk by identifying creative and reasonable accommodations that enable associates to perform the essential functions of their roles. You will collaborate with key stakeholders—including Legal, Business Unit HR, Corporate Technology, and others—to influence decision-making and implement tailored solutions. Additionally, you will contribute to strategic efforts that promote accessibility and inclusion across the organization.
The Expertise and Skills you Bring
Experience with FMLA and leave management as well as ADAAA, disabilities and accommodations is preferred.
Strong interpersonal skills with the ability to advise, influence, and collaborate across all levels of the organization, including Legal and other partners.
Passion for research accommodation solutions, including technology and services, and leading through situations without clear standards or practices.
Ability to analyze and present case details to determine next steps and identify balanced solutions for associates, business units, and Fidelity.
Background in Human Resources or Employee Relations.
Skilled in identifying and implementing standard practices, process improvements, and consistent approaches to the accommodation process.
Excellent time management, organization, and prioritization skills; capable of managing a caseload of 200–250 complex accommodation requests.
Strong written communication skills for documenting dates, conversations, and process steps, and for drafting customized correspondence.
Exceptional verbal communication skills for educating associates on leave and accommodation policies via inbound/outbound calls.
Proven consulting, influencing, and relationship management abilities to build effective partnerships with associates and leadership.
Demonstrated leadership skills to drive solution-focused initiatives (e.g., leading cross-functional teams to select on-demand captioning software).
Effective problem-solving skills with a self-motivated approach and accountability for results.
Comfortable navigating uncharted territory to develop effective accommodation solutions.
The Team
This is an opportunity to join the Leave of Absence and Accommodation Team within the Fidelity HR Shared Services. This centralized team manages requests for accommodations due to disability for Fidelity’s US based associates.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
We are seeking a technical problem solver with a strong background in production support to join our Major Incident Management team. This role combines Major Incident Management responsibilities with hands-on technical expertise across cloud, infrastructure, and application environments.
The ideal candidate is passionate about troubleshooting, thrives in high-pressure situations, and is eager to grow their technical and coordination skills in a dynamic environment.
The Expertise and Skills You Bring
Requires Bachelors or equivalent with 2+ years of experience or Masters with 0+ years of experience
A minimum of 2 + years of hybrid experience in Production Support, Development or SRE Experience. Hands-On experience developing or supporting highly distributed multi-tiered systems at scale
Ability to triage while leading an incident call, perform root cause analysis, and be decisive under pressure
A self-starter and team player who can independently manage multiple responsibilities in a dynamic environment
Solid understanding of Cloud Computing and DevOps concepts including CI/CD Pipelines
Perform second-level support using visibility tools such as Datadog and Splunk and expert hands on experience with one or more (Datadog, Splunk, Grafana)
Understanding of ITIL processes (Incident, Problem, Change Management)
Effective business communication and influencing skills
Relevant certifications (ITIL, AWS, Azure) are a plus
Bonus: Retail trading , Asset Trading, or Financial Services Technology experience is a plus
Cloud Platforms: AWS, Azure
Operating Systems: Unix, Linux, Windows Server
Scripting and Development: Shell Script, .NET
Middleware and Integration: Tomcat, Apache
Monitoring Tools: Splunk, Datadog, Grafana,
Databases: Oracle DB, MS-SQL, Sybase
ITSM Tools: JIRA, ServiceNow
The Team
The Fidelity Support Center (FSC) is Fidelity’s centralized enterprise monitoring and incident management hub. FSC supports a wide range of environments including application, distributed systems, mainframe, network, cloud, end-user computing, and security. As the first line of defense for production incidents, FSC provides detection, coordination, escalation, communication, and mitigation across the enterprise.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
We are seeking a technical problem solver with a strong background in production support to join our Major Incident Management team. This role combines Major Incident Management responsibilities with hands-on technical expertise across cloud, infrastructure, and application environments.
The ideal candidate is passionate about troubleshooting, thrives in high-pressure situations, and is eager to grow their technical and coordination skills in a dynamic environment.
The Expertise and Skills You Bring
Requires Bachelors or equivalent with 2+ years of experience or Masters with 0+ years of experience
A minimum of 2 + years of hybrid experience in Production Support, Development or SRE Experience. Hands-On experience developing or supporting highly distributed multi-tiered systems at scale
Ability to triage while leading an incident call, perform root cause analysis, and be decisive under pressure
A self-starter and team player who can independently manage multiple responsibilities in a dynamic environment
Solid understanding of Cloud Computing and DevOps concepts including CI/CD Pipelines
Perform second-level support using visibility tools such as Datadog and Splunk and expert hands on experience with one or more (Datadog, Splunk, Grafana)
Understanding of ITIL processes (Incident, Problem, Change Management)
Effective business communication and influencing skills
Relevant certifications (ITIL, AWS, Azure) are a plus
Bonus: Retail trading , Asset Trading, or Financial Services Technology experience is a plus
Cloud Platforms: AWS, Azure
Operating Systems: Unix, Linux, Windows Server
Scripting and Development: Shell Script, .NET
Middleware and Integration: Tomcat, Apache
Monitoring Tools: Splunk, Datadog, Grafana,
Databases: Oracle DB, MS-SQL, Sybase
ITSM Tools: JIRA, ServiceNow
The Team
The Fidelity Support Center (FSC) is Fidelity’s centralized enterprise monitoring and incident management hub. FSC supports a wide range of environments including application, distributed systems, mainframe, network, cloud, end-user computing, and security. As the first line of defense for production incidents, FSC provides detection, coordination, escalation, communication, and mitigation across the enterprise.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
We are seeking a technical problem solver with a strong background in production support to join our Major Incident Management team. This role combines Major Incident Management responsibilities with hands-on technical expertise across cloud, infrastructure, and application environments.
The ideal candidate is passionate about troubleshooting, thrives in high-pressure situations, and is eager to grow their technical and coordination skills in a dynamic environment.
The Expertise and Skills You Bring
Requires Bachelors or equivalent with 2+ years of experience or Masters with 0+ years of experience
A minimum of 2 + years of hybrid experience in Production Support, Development or SRE Experience. Hands-On experience developing or supporting highly distributed multi-tiered systems at scale
Ability to triage while leading an incident call, perform root cause analysis, and be decisive under pressure
A self-starter and team player who can independently manage multiple responsibilities in a dynamic environment
Solid understanding of Cloud Computing and DevOps concepts including CI/CD Pipelines
Perform second-level support using visibility tools such as Datadog and Splunk and expert hands on experience with one or more (Datadog, Splunk, Grafana)
Understanding of ITIL processes (Incident, Problem, Change Management)
Effective business communication and influencing skills
Relevant certifications (ITIL, AWS, Azure) are a plus
Bonus: Retail trading , Asset Trading, or Financial Services Technology experience is a plus
Cloud Platforms: AWS, Azure
Operating Systems: Unix, Linux, Windows Server
Scripting and Development: Shell Script, .NET
Middleware and Integration: Tomcat, Apache
Monitoring Tools: Splunk, Datadog, Grafana,
Databases: Oracle DB, MS-SQL, Sybase
ITSM Tools: JIRA, ServiceNow
The Team
The Fidelity Support Center (FSC) is Fidelity’s centralized enterprise monitoring and incident management hub. FSC supports a wide range of environments including application, distributed systems, mainframe, network, cloud, end-user computing, and security. As the first line of defense for production incidents, FSC provides detection, coordination, escalation, communication, and mitigation across the enterprise.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Principal Front End/Full Stack Developer in a Quantitative Development team, you will play a key role as a technical leader responsible for designing, implementing and deploying complex end-to-end web applications used by investment professionals and senior management executives. You will work closely with quantitative analysts as well as peer technology teams in a dynamic and fast-paced environment to architect robust technology solutions in areas such as portfolio construction, risk management, and alpha research.
Your Responsibilities
Lead the design, development and deployment of complex full-stack applications through the entire software development lifecycle
Define and own the technical architecture for new and existing web applications, ensuring they are scalable, reliable and maintainable
Provide technical leadership and mentorship to junior and senior teammates, establishing and enforcing coding standards through code reviews
Collaborate closely with Quantitative Analysts and other business users to translate business requirements into robust and intuitive technical solutions
The Expertise and Skills You Bring
Bachelor's degree or equivalent experience in computer science, engineering, or a related field.
8+ years of hands-on experience designing, developing and deploying complex, scalable, end-to-end web applications
A proven track record of leading complex projects through the full software development lifecycle(SDLC) from requirements gathering and system design to production deployment and post-launch maintenance
Expertise in modern front-end development, particularly with Angular and its ecosystem. Experience with other UI frameworks (like React, Vue.js) is a plus
Strong Proficiency in back-end development with a main focus on Python and its web frameworks (eg Django, Flask).
Extensive experience designing, implementing and optimizing relational databases(e.g. Oracle, PostgreSQL, SQL Server). Strong SQL skills are a must
Experience with object-oriented design and development, and standard software design patterns.
Demonstrable ability to effectively communicate and collaborate with multiple collaborators, including product managers, UX/UI designers and other technology partners
Experience with data visualization libraries and UI component libraries
Proficiency with version control tools like Git, CI/CD tools like Jenkins and solid experience with unit, integration and end-to-end testing practices
Solid background in financial services with an understanding of investment risk. Progress towards FRM or CFA Charter would be a strong plus
The Team
The Asset Management Embedded Quantitative Development team is part of Asset Management’s Quantitative Research & Investment Technology group that partners with the investment teams in Fidelity Asset Management Solutions on various projects including portfolio construction, risk management, and alpha research. We create high quality, robust, and efficient high-responsive solutions that are used to enhance Fidelity productivity and decision-making 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Quantitative Research & Investing Technology (QRIT) team within Fidelity's Asset Management Technology group is seeking a highly motivated and curious Principal Quantitative Developer. In this role you will contribute to a dynamic and fast-paced development team supporting researchers in prototyping and delivering new systematic investment strategies. You will provide high impact solutions on various projects including alpha research, portfolio construction, and risk management. Your technology knowledge covers a broad spectrum of technologies, including R, Python, and PL/SQL databases, positioning you as a full-stack software engineer who capitalizes on enterprise technology. You are committed to constructing high-quality, scalable, robust, resilient and efficient analytical and software solutions that propel investment processes forward.
You will possess:
The Expertise and Skills You Bring
Core Engineering
Data & Infrastructure
DevOps & CI/CD
MLOps & AI Infrastructure
Quantitative & Domain Knowledge
Collaboration & Communication
The Team
The Quant Development team is part of Asset Management's Quantitative Research & Investment Technology group. We partner with Asset Management's Advance Strategies and Research team on cutting edge projects including systematic investment strategies, portfolio construction, risk management, alpha research, and GenAI. We build high quality, robust, and highly-scalable solutions that are used to improve Asset Management's efficiency and decision-making 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Quantitative Research & Investing Technology (QRIT) team within Fidelity's Asset Management Technology group is seeking a highly motivated and curious Principal Quantitative Developer. In this role you will contribute to a dynamic and fast-paced development team supporting researchers in prototyping and delivering new systematic investment strategies. You will provide high impact solutions on various projects including alpha research, portfolio construction, and risk management. Your technology knowledge covers a broad spectrum of technologies, including R, Python, and PL/SQL databases, positioning you as a full-stack software engineer who capitalizes on enterprise technology. You are committed to constructing high-quality, scalable, robust, resilient and efficient analytical and software solutions that propel investment processes forward.
You will possess:
The Expertise and Skills You Bring
Core Engineering
Data & Infrastructure
DevOps & CI/CD
MLOps & AI Infrastructure
Quantitative & Domain Knowledge
Collaboration & Communication
The Team
The Quant Development team is part of Asset Management's Quantitative Research & Investment Technology group. We partner with Asset Management's Advance Strategies and Research team on cutting edge projects including systematic investment strategies, portfolio construction, risk management, alpha research, and GenAI. We build high quality, robust, and highly-scalable solutions that are used to improve Asset Management's efficiency and decision-making 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Principal Systems Analyst, you combine a passion for fixed income with a talent for delivering high‑quality solutions that drive meaningful value for Money Market portfolio managers, traders, analysts, and broader fixed income stakeholders. In this role, you will work closely with the Money Market business and operations teams to understand the product vision, needs, and challenges. From there, you will work with your technology teammates to deliver innovative, high quality, cost effective, and timely solutions. You’ll ensure the solutions you help deliver meet stakeholder acceptance criteria and quality standards and that they are aligned with the tactical and strategic goals of the organization. This role also entails collaborating with other roles within the fixed income business, cross technology partners, and potentially external organizations in designing and delivering technology capabilities supporting the Money Market business.
The Expertise and Skills You Bring
The Team
To be a part of the Money Market Technology Team, a group within Fidelity Investment Asset Management Technology division that designs, develops and supports Portfolio & Cash Management, Trading, and Market Surveillance software applications for the Fixed Income Money Market business. Fidelity’s Money Market Business is the market leader in managing over $1.5+ Trillion in customer assets.
Fidelity Asset Management Technology provides worldwide technology and support to all the Portfolio Management, Research, Trading and Investment Operations functions. Asset Management Technology is an integral partner for Asset Management to deliver innovative, scalable, industry-leading investment tools that enables the business to achieve competitive advantage globally.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Stock Plan Services team is seeking a Senior Implementation Project Manager to work in a fast-paced client-facing role, leading complex projects on behalf of both new and existing clients! This role is accountable for project execution, cross-functional coordination, risk management, and delivering high-quality onboarding experience for clients and internal partners.
Serving as the primary day-to-day contact for clients during onboarding, guiding them through platform transition activities
Coordinating tasks across Operations, Product, Technology, Legal, and other internal partners
Managing project documentation and ensuring accuracy, compliance, and adherence to Fidelity standards
Providing regular status reporting to stakeholders on progress, milestones, issues, and risks
Supporting a consistent and positive onboarding experience that establishes a strong foundation for long-term client satisfaction
Contributing to team knowledge-sharing, process improvements, and best-practice adoption
The Expertise and Skills You Bring
Bachelor’s Degree or equivalent years of professional experience
3–5 years of experience in equity compensation, financial services, or project management
Experience coordinating multi-workstream projects or client transitions
Working knowledge of stock plan administration or a strong desire to develop subject-matter expertise
Strong communication, influence, and organizational skills
Ability to lead cross-functional project teams through structured plans and delivery commitments
Strong capability to identify, document, and escalate risks and obstacles
Clear and timely communication skills when facilitating discussions, resolving issues, and aligning partners
Ability to build consensus and influence in a matrixed environment
Strong attention to detail and a process-oriented approach
Ability to thrive in a dynamic, fast-paced environment with shifting priorities
The Team
As part of the Implementation team, you help establish the foundation for each client’s long-term relationship with Fidelity. Your leadership supports operational excellence, reduces risk, and enhances the overall client experience across Stock Plan 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Stock Plan Services team is seeking a Senior Implementation Project Manager to work in a fast-paced client-facing role, leading complex projects on behalf of both new and existing clients! This role is accountable for project execution, cross-functional coordination, risk management, and delivering high-quality onboarding experience for clients and internal partners.
Serving as the primary day-to-day contact for clients during onboarding, guiding them through platform transition activities
Coordinating tasks across Operations, Product, Technology, Legal, and other internal partners
Managing project documentation and ensuring accuracy, compliance, and adherence to Fidelity standards
Providing regular status reporting to stakeholders on progress, milestones, issues, and risks
Supporting a consistent and positive onboarding experience that establishes a strong foundation for long-term client satisfaction
Contributing to team knowledge-sharing, process improvements, and best-practice adoption
The Expertise and Skills You Bring
Bachelor’s Degree or equivalent years of professional experience
3–5 years of experience in equity compensation, financial services, or project management
Experience coordinating multi-workstream projects or client transitions
Working knowledge of stock plan administration or a strong desire to develop subject-matter expertise
Strong communication, influence, and organizational skills
Ability to lead cross-functional project teams through structured plans and delivery commitments
Strong capability to identify, document, and escalate risks and obstacles
Clear and timely communication skills when facilitating discussions, resolving issues, and aligning partners
Ability to build consensus and influence in a matrixed environment
Strong attention to detail and a process-oriented approach
Ability to thrive in a dynamic, fast-paced environment with shifting priorities
The Team
As part of the Implementation team, you help establish the foundation for each client’s long-term relationship with Fidelity. Your leadership supports operational excellence, reduces risk, and enhances the overall client experience across Stock Plan 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Stock Plan Services team is seeking a Senior Implementation Project Manager to work in a fast-paced client-facing role, leading complex projects on behalf of both new and existing clients! This role is accountable for project execution, cross-functional coordination, risk management, and delivering high-quality onboarding experience for clients and internal partners.
Serving as the primary day-to-day contact for clients during onboarding, guiding them through platform transition activities
Coordinating tasks across Operations, Product, Technology, Legal, and other internal partners
Managing project documentation and ensuring accuracy, compliance, and adherence to Fidelity standards
Providing regular status reporting to stakeholders on progress, milestones, issues, and risks
Supporting a consistent and positive onboarding experience that establishes a strong foundation for long-term client satisfaction
Contributing to team knowledge-sharing, process improvements, and best-practice adoption
The Expertise and Skills You Bring
Bachelor’s Degree or equivalent years of professional experience
3–5 years of experience in equity compensation, financial services, or project management
Experience coordinating multi-workstream projects or client transitions
Working knowledge of stock plan administration or a strong desire to develop subject-matter expertise
Strong communication, influence, and organizational skills
Ability to lead cross-functional project teams through structured plans and delivery commitments
Strong capability to identify, document, and escalate risks and obstacles
Clear and timely communication skills when facilitating discussions, resolving issues, and aligning partners
Ability to build consensus and influence in a matrixed environment
Strong attention to detail and a process-oriented approach
Ability to thrive in a dynamic, fast-paced environment with shifting priorities
The Team
As part of the Implementation team, you help establish the foundation for each client’s long-term relationship with Fidelity. Your leadership supports operational excellence, reduces risk, and enhances the overall client experience across Stock Plan 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The Director, Alternative Investment Project Management and Strategic Initiatives, will collaborate cross functionally to assist in the establishment of supporting infrastructure and framework for new alternative investments.
The successful candidate will:
The Expertise and Skills you Bring
The Team
The Alts Project Management & Strategic Initiatives team was founded in 2023 to establish supporting infrastructure and framework for proprietary alternatives, from tactical execution to strategic design & implementation, provide centralized program management for alts fund launches and other cross-functional initiatives, drive meaningful improvement of the alts operating model, and centralize alts infrastructure coordination activities and prioritization.
#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.
The Role
The Director, Alternative Investment Project Management and Strategic Initiatives, will collaborate cross functionally to assist in the establishment of supporting infrastructure and framework for new alternative investments.
The successful candidate will:
The Expertise and Skills you Bring
The Team
The Alts Project Management & Strategic Initiatives team was founded in 2023 to establish supporting infrastructure and framework for proprietary alternatives, from tactical execution to strategic design & implementation, provide centralized program management for alts fund launches and other cross-functional initiatives, drive meaningful improvement of the alts operating model, and centralize alts infrastructure coordination activities and prioritization.
#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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you ready to play a key role in shaping Fidelity’s retail real estate strategy and portfolio? As Director of Transactions and Leasing, you will drive complex deal strategy, influence senior stakeholders, and deliver solutions that align with evolving business priorities. This is an opportunity to operate at a strategic level while remaining close to execution and market dynamics. You will also bring your deep experience working for national retailers to inform site strategy, lease structuring, and market positioning across Fidelity’s footprint.
This role is responsible for leading and executing complex real estate transactions, including lease negotiations, renewals, restructures, extensions, and relocations across a retail national portfolio. Responsibilities include developing and implementing transaction strategies, partnering with business leaders to align real estate decisions with workforce and operational needs, and overseeing transactions from initial underwriting through execution and close. The role involves managing broker relationships, negotiating directly with landlords and ownership groups, coordinating with legal and finance teams, and ensuring consistency with corporate real estate strategy. Additional responsibilities include analyzing market conditions, evaluating financial structures, identifying risks and opportunities, and supporting portfolio optimization initiatives.
The Expertise and Skills You Bring
We are seeking a highly experienced retail real estate leader with deep expertise in transaction management, leasing strategy, and complex negotiations. The ideal candidate brings a strong track record of executing large-scale or multi-market transactions, combined with advanced financial acumen and the ability to translate business objectives into actionable real estate solutions. This role requires strong leadership, including influencing senior stakeholders, managing external partners, and driving alignment across competing priorities. The ability to operate independently, exercise sound judgment, and deliver results in a fast-paced, evolving environment is critical.
The Team
We are part of Fidelity’s Real Estate organization, responsible for delivering strategic, cost-effective, and flexible retail real estate solutions across a diverse portfolio. Our team partners closely with business units, finance, legal, HR, and external advisors to ensure our real estate strategy supports enterprise priorities and evolving retail real estate needs.
We are committed to driving innovation, operational excellence, and long-term value while fostering a culture of collaboration, inclusion, and continuous learning. Our team plays a critical role in shaping the future of Fidelity’s real estate, ensuring they remain dynamic, efficient, and aligned with business growth.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you ready to play a key role in shaping Fidelity’s retail real estate strategy and portfolio? As Director of Transactions and Leasing, you will drive complex deal strategy, influence senior stakeholders, and deliver solutions that align with evolving business priorities. This is an opportunity to operate at a strategic level while remaining close to execution and market dynamics. You will also bring your deep experience working for national retailers to inform site strategy, lease structuring, and market positioning across Fidelity’s footprint.
This role is responsible for leading and executing complex real estate transactions, including lease negotiations, renewals, restructures, extensions, and relocations across a retail national portfolio. Responsibilities include developing and implementing transaction strategies, partnering with business leaders to align real estate decisions with workforce and operational needs, and overseeing transactions from initial underwriting through execution and close. The role involves managing broker relationships, negotiating directly with landlords and ownership groups, coordinating with legal and finance teams, and ensuring consistency with corporate real estate strategy. Additional responsibilities include analyzing market conditions, evaluating financial structures, identifying risks and opportunities, and supporting portfolio optimization initiatives.
The Expertise and Skills You Bring
We are seeking a highly experienced retail real estate leader with deep expertise in transaction management, leasing strategy, and complex negotiations. The ideal candidate brings a strong track record of executing large-scale or multi-market transactions, combined with advanced financial acumen and the ability to translate business objectives into actionable real estate solutions. This role requires strong leadership, including influencing senior stakeholders, managing external partners, and driving alignment across competing priorities. The ability to operate independently, exercise sound judgment, and deliver results in a fast-paced, evolving environment is critical.
The Team
We are part of Fidelity’s Real Estate organization, responsible for delivering strategic, cost-effective, and flexible retail real estate solutions across a diverse portfolio. Our team partners closely with business units, finance, legal, HR, and external advisors to ensure our real estate strategy supports enterprise priorities and evolving retail real estate needs.
We are committed to driving innovation, operational excellence, and long-term value while fostering a culture of collaboration, inclusion, and continuous learning. Our team plays a critical role in shaping the future of Fidelity’s real estate, ensuring they remain dynamic, efficient, and aligned with business growth.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a leader within Fidelity’s University Talent Acquisition organization, you are responsible for setting and driving the strategy to attract, engage, and hire early-career talent at scale, with a strong focus on software engineering and technical disciplines.
You will lead a team of University Talent Acquisition Partners who deliver full cycle recruiting and campus engagement, ensuring alignment between business needs, university strategies, and hiring outcomes. This role blends strategic leadership, operational excellence, and external market engagement, positioning Fidelity as an employer of choice for emerging technical talent.
You will partner closely with senior business and technology leaders to translate workforce needs into scalable early-career talent strategies, while building strong relationships with universities and external partners to strengthen long-term pipelines.
Beyond execution, you will shape the evolution of Fidelity’s university recruiting model, helping drive innovation across campus engagement, candidate experience, and technical hiring practices—while fostering a high-performing, collaborative team.
The Expertise and Skills You Bring
The Team
The University Talent Acquisition team is focused on attracting and hiring early-career talent at scale, with an increasing emphasis on technical talent critical to Fidelity’s future. The team partners closely with business, technology, and HR leaders to deliver best-in-class recruiting and university engagement strategies that build a strong and diverse talent pipeline.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a leader within Fidelity’s University Talent Acquisition organization, you are responsible for setting and driving the strategy to attract, engage, and hire early-career talent at scale, with a strong focus on software engineering and technical disciplines.
You will lead a team of University Talent Acquisition Partners who deliver full cycle recruiting and campus engagement, ensuring alignment between business needs, university strategies, and hiring outcomes. This role blends strategic leadership, operational excellence, and external market engagement, positioning Fidelity as an employer of choice for emerging technical talent.
You will partner closely with senior business and technology leaders to translate workforce needs into scalable early-career talent strategies, while building strong relationships with universities and external partners to strengthen long-term pipelines.
Beyond execution, you will shape the evolution of Fidelity’s university recruiting model, helping drive innovation across campus engagement, candidate experience, and technical hiring practices—while fostering a high-performing, collaborative team.
The Expertise and Skills You Bring
The Team
The University Talent Acquisition team is focused on attracting and hiring early-career talent at scale, with an increasing emphasis on technical talent critical to Fidelity’s future. The team partners closely with business, technology, and HR leaders to deliver best-in-class recruiting and university engagement strategies that build a strong and diverse talent pipeline.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading and Investment Operations functions. We are seeking a highly skilled Systems Analyst to join our Investment Risk Technology team. This role is central to building and evolving our Portfolio Risk and Analytics platform, which powers risk insights across multi-asset portfolios.
The Expertise and Skills You Bring:
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.
Note: Fidelity will not provide immigration sponsorship for this position.
As Head of Architecture for Fidelity Digital Assets®, you will define and lead the architectural vision across custody, trading, and wallet platforms. Reporting to the Fidelity Digital Assets® CTO, this role combines deep technical expertise with strategic leadership and cross-functional collaboration. You will lead a high-performing team of architects and partner closely with engineering, product, and business stakeholders to align architectural direction with product strategy and deliver a resilient, secure, and scalable digital assets platform.
This is a hands-on leadership role responsible for a focused, high-impact architecture organization. In addition to setting standards and guiding key design decisions, you will operate as a true player-coach, diving into complex technical challenges, unblocking critical paths, and helping resolve the toughest architectural and system design issues when needed. Given the mission-critical nature of a 24x7 digital assets platform, you will bring a strong sense of ownership for resiliency, availability, and customer impact, stepping in during critical production issues when your technical leadership can help restore service or reduce risk. Success in this role requires strong technical credibility, sound judgment, and the ability to influence engineering leaders and teams through partnership, clarity, and trust, particularly where architecture must drive alignment without direct reporting authority. You will mentor and develop a team of highly skilled architects while fostering a culture of engineering excellence, technical rigor, and pragmatic innovation that attracts, retains, and grows top technical talent.
A subsidiary of Fidelity Investments®, Fidelity Digital Assets® provides an institutional-grade digital asset experience that incorporates the history, principles, and expertise of a traditional financial institution. The business provides secure custody, integrated trading, and 24/7 support for institutional investors as well as retail crypto offerings made available through the Fidelity Investments® app and website. Established in 2018 and launched in 2019, Fidelity Digital Assets® develops products and solutions that scale with investors’ needs, allowing clients to navigate digital assets with confidence.
The Architecture Team is responsible for the technical vision across Fidelity Digital Assets. The team works with both technology and business teams to design secure, scalable, resilient cloud-based services while ensuring that user requirements are met.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
As Head of Architecture for Fidelity Digital Assets®, you will define and lead the architectural vision across custody, trading, and wallet platforms. Reporting to the Fidelity Digital Assets® CTO, this role combines deep technical expertise with strategic leadership and cross-functional collaboration. You will lead a high-performing team of architects and partner closely with engineering, product, and business stakeholders to align architectural direction with product strategy and deliver a resilient, secure, and scalable digital assets platform.
This is a hands-on leadership role responsible for a focused, high-impact architecture organization. In addition to setting standards and guiding key design decisions, you will operate as a true player-coach, diving into complex technical challenges, unblocking critical paths, and helping resolve the toughest architectural and system design issues when needed. Given the mission-critical nature of a 24x7 digital assets platform, you will bring a strong sense of ownership for resiliency, availability, and customer impact, stepping in during critical production issues when your technical leadership can help restore service or reduce risk. Success in this role requires strong technical credibility, sound judgment, and the ability to influence engineering leaders and teams through partnership, clarity, and trust, particularly where architecture must drive alignment without direct reporting authority. You will mentor and develop a team of highly skilled architects while fostering a culture of engineering excellence, technical rigor, and pragmatic innovation that attracts, retains, and grows top technical talent.
A subsidiary of Fidelity Investments®, Fidelity Digital Assets® provides an institutional-grade digital asset experience that incorporates the history, principles, and expertise of a traditional financial institution. The business provides secure custody, integrated trading, and 24/7 support for institutional investors as well as retail crypto offerings made available through the Fidelity Investments® app and website. Established in 2018 and launched in 2019, Fidelity Digital Assets® develops products and solutions that scale with investors’ needs, allowing clients to navigate digital assets with confidence.
The Architecture Team is responsible for the technical vision across Fidelity Digital Assets. The team works with both technology and business teams to design secure, scalable, resilient cloud-based services while ensuring that user requirements are met.
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.
The Role
Fidelity Private Shares is a trusted partner to high-growth private companies. We are poised for our next phase of expansion and are seeking a dynamic Sales Leader to drive our sales team to new heights. The team supports the innovation economy through a market leading equity administration platform. We offer solutions and capabilities that support private companies, their employees, and community stakeholders during the entire corporate lifecycle.
The Sales Leader for Fidelity Private Shares will be responsible for leading and scaling our sales organization, including Account Executives (AEs), to drive revenue growth and market penetration. This role will be pivotal in shaping the sales strategy, fostering a high-performance culture, and building strong relationships with private companies seeking best-in-class cap table and equity administration solutions. The ideal candidate is a proven sales leader with a track record of success in B2B SaaS or fintech, a passion for leading teams, and the ability to navigate complex sales cycles with C-suite stakeholders. Primary responsibilities include:
Note: This is a build role. The Sales Leader will own the following FPS sales motions: incentive design, sales and prospecting motions, codifying our highest-performing channels (PLG, Client Referrals, Competitive Takeaways), establishing a coaching cadence, and partnering with Customer Success on onboarding, expansion, and retention.
Sales Strategy and Execution: Develop and implement a comprehensive sales strategy to achieve revenue targets and expand market share in the VC backed private company sector.
Team Leadership: Lead, mentor, train, and inspire a team of Account Executives, fostering a culture of accountability, collaboration, and continuous improvement.
Performance Metrics: Refine and track KPIs to measure team performance, optimize sales processes, and drive operational efficiency.
Pipeline Management: Oversee the sales pipeline, ensuring consistent lead generation, qualification, and deal closure while maintaining accurate forecasting and reporting.
Cross-Functional Collaboration: Partner with the BPM, marketing, product, and customer success teams to align go-to-market strategies, enhance product offerings, and ensure a seamless customer experience.
Market Expansion: Identify new market opportunities, refine ideal customer profiles, and drive targeted outreach to high-growth private companies.
Industry Expertise: Stay informed on trends in private company equity management and venture capital space to position Fidelity Private Shares as a thought leader.
The Expertise We’re Looking for and The Skills You Bring
Bachelor’s degree in business, Finance, Law or a related field
8 years of B2B sales experience, with at least 3-5 years in a second line sales leadership role managing AEs and SDRs, preferably in SaaS, fintech, or financial services.
Proven Track Record: Demonstrated success in scaling sales teams and driving significant revenue growth in a high-growth environment.
Direct experience scaling a sales organization in a venture-backed or corporate-innovation environment.
Multi-motion sales experience: PLG-supported sales, outbound, channel/partner-led, and field.
Experience operating within a parent company / corporate innovation environment with mature governance, compensation policy, and brand standards. Comfort with the productive balance between startup velocity and enterprise oversight is essential.
Direct experience with VC-backed buyer journeys from pre-seed through Series C and beyond.
Demonstrated ability to operationalize a partner / channel motion in addition to direct sales.
Industry Knowledge: Familiarity with cap table management, equity administration, or related financial and legal services for private companies is a strong plus.
Leadership Skills: Exceptional ability to motivate and develop high-performing teams, with a focus on coaching and professional growth.
Strategic Mindset: Ability to craft and execute sales strategies that align with company goals and adapt to market dynamics.
Communication: Excellent verbal and written communication skills, with the ability to articulate value propositions clearly and persuasively.
Analytical Acumen: Proficiency in CRM tools (e.g., Hubspot), sales forecasting, and data-driven decision-making.
Customer-Centric Approach: Strong relationship-building skills with experience engaging C-level executives in complex sales cycles.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Fidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings.
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.
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.
The Role
We are seeking a Sector Specialist to join our Equity Research Department. In this role, you will be a key contributor to the investment process, partnering closely with analysts, associates, and portfolio managers across the division. You will report directly to a Managing Director of Research and play an integral part in driving research insights and supporting portfolio decisions.
What You’ll Do
Provide research support to equity analysts and associates across multiple sectors.
Aggregate and analyse industry data to identify trends and insights.
Create visualizations of industry trends and analytical results.
Streamline data collection and management processes for efficiency.
Conduct analyses across fundamental, quantitative, and data science disciplines, including the use of large language models and artificial intelligence.
Interpret findings, draw conclusions, and make actionable recommendations.
Collaborate on stock-specific and industry presentations for internal stakeholders.
Partner with global sector specialists, industry sources, external research providers, and internal teams (data science, technology, market data) to enhance research capabilities.
What We’re Looking For
Education & Experience
Undergraduate degree with 1–2 years of relevant experience in securities investing, financial analysis, accounting, valuation, economics, or statistics.
A postgraduate qualification (e.g., Master’s degree) in finance, an investment-related field, a hard science, mathematics, or holding the CFA charter is advantageous.
Experience working with large language models and GenAI technologies.
Experience within the financials, utilities and/or real estate sectors is preferred but not essential.
Technical Skills
Strong Excel/VBA skills and a passion for working with data.
Proficiency in R and/or Python.
Familiarity with financial databases such as Bloomberg and FactSet.
Analytical Expertise
Demonstrated interest or experience in fundamental securities analysis, quantitative methods, and data science.
Communication
Excellent written and verbal communication skills with the ability to clearly articulate research findings.
Commitment to rigorous, evidence-based analysis and the integrity of the scientific method.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a Crypto Research Associate to join the Fidelity Digital Asset Management business and report directly to the Head of Investments. This team of multi-disciplinary researchers will be focused on developing frameworks for the evaluation of tokens, and the associated blockchain and protocols, that form the basis of the rapidly evolving blockchain economy. The Associate will be responsible for managing DeFi sector coverage and owning asset selection performance within investment strategies. In addition, the individual will serve as the subject-matter expert to partner with Product, Strategists and Risk on new on-chain investment products.
One of the primary objectives of this team is to bring the rigor and discipline found in the best investment research teams in traditional asset management to the world of digital assets. Members of this team must have a track record of conducting high quality hands-on investment-oriented research coupled with a demonstrated knowledge of crypto and ability to apply critical thinking to evaluating utility of blockchain networks and associated protocols. The Research team’s output will enable the development of passive and active investment products that allow Fidelity’s customers to gain exposure to growth in this exciting new asset class.
The Associate will have three main deliverables with a focus on fundamental research for Finance protocols:
Fundamental analysis and tools: Crafting “investment memos” covering protocol economics, governance, risk dependencies, and incentives. Monitoring previous reviews and building models to assess utility and risk. Ability to query data, perform diligence and quality control, and structure analytics from APIs and tables.
Product development: Active participant in an investment forum to discuss and debate asset selection views and organize materials for product development insights.
Thought leadership: Engaging with Strategists on framing and content for thought leadership, education and pitchbooks.
Education and Experience
2+ years of experience in investment research, with a portion focused on decentralized finance (DeFi).
Advanced degree in Finance, Statistics, Applied Mathematics, or a closely related field is encouraged.
Demonstrated experience writing professional research reports, preferably within DeFi highlighting trade-offs of various Finance protocols or subsectors (DEX, Lending, Options, etc.).
Experience with portfolio construction and managing against a risk budget is a plus.
The Skills You Bring
Deep understanding of the current state of various DeFi projects and new projects or integrations.
Familiarity with asset valuation and smart contracts (trading on-chain).
Strong hands-on research capabilities and an ability to communicate research to a broad audience.
Collaborative, creative and team-oriented approach to R&D, investing and technology. Ability to work across teams whose skill sets span blockchain, fundamental and quant research, data-science and technology.
Familiarity with modern technology and programming platforms. E.g., Python, SQL, Solidity and cloud-oriented data technology (AWS, Azure, S3, Snowflake).
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Groups and Team
Quantitative Research & Investments (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.
With around $850 billion in assets under management, Fidelity Asset Management Solutions (FAMS) is a leading provider of multi-asset class solutions for retail and institutional clients. The range of investment solutions includes target date funds, target allocations funds, income and real return strategies, world allocation funds, and other custom institutional solutions.
The Multi-Asset Class (MAC) Quantitative Research Team within QRI provides research and analysis to FAMS portfolio managers and other investment professionals in support of our broad range of investment solutions. This research is vital in helping portfolio managers to select the most suitable investment options and manage asset class and risk exposures across all investment solutions we deliver. Members of the team either work directly within a specific investment team as an embedded analyst or support all investment teams as a central analyst.
The Role
Fidelity is seeking a seasoned quantitative investment analyst to join the Multi-Asset Class (MAC) team, supporting our target date strategies. As a key contributor, you will develop and communicate market views, produce thematic research and thought leadership, and design and evaluate innovative investment strategies focused on alpha generation. You’ll enhance quantitative frameworks for both strategic and tactical asset allocation, and refine tools for outcome-driven portfolio construction and risk management. Your work will directly impact the management of Fidelity’s mutual funds and client accounts, while also supporting the development of new products tailored to evolving client needs.
Responsibilities will vary based on your experience, skillset, and the team’s priorities, which may shift over time. Potential areas of focus include:
Proprietary alpha signals and factor models
Systematic cross-asset investment strategies
Discretionary macro research
Target date glidepath design
Retirement solutions to address longevity risk
Downside protection and robust diversification
Liability-driven investment solutions
The ideal candidate will bring deep multi-asset market expertise, strong quantitative and programming capabilities using agentic harnesses, and advanced data modeling skills. Success in this role requires analytical rigor, clear communication, and a collaborative mindset.
The Value You Deliver
Develop and communicate global macro views based on both independent and collaborative research.
Conduct research in tactical asset allocation, while also supporting strategic asset allocation, portfolio construction, and manager research.
Build quantitative tools and infrastructure to support discretionary and systematic investment processes.
Collaborate with investment, client-facing, data and technology teams.
Translate complex quantitative ideas for non-technical audiences.
Share insights through stakeholder presentations and published research.
The Expertise and Skills You Bring
Deep understanding of market dynamics, quantitative strategies, portfolio construction, and risk management.
Advanced degree in finance, math, engineering, science, or business.
7+ years in multi-asset quantitative research.
3+ years generating alpha in discretionary investment processes.
Programming and data management experience; proficiency in agentic harnesses using Python or R.
Leadership Competencies You Demonstrate
Strategic thinker with a bias for timely execution.
Professional presence with strong communication across all levels.
Independent idea generator with a collaborative working style.
Passionate about markets and investing.
High integrity, humility, and team orientation.
Committed to investment principles and repeatable processes.
Client-focused mindset.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a highly accomplished Director of Engineering responsible for the engineering strategy, execution, and evolution of our Integrated Experience Platform capabilities within the Asset Management Technology Foundations organization. This includes integrated web and desktop experience platforms, design systems, shared component libraries and core UI frameworks that power applications across Asset Management.
As a senior engineering leader, you will balance people management responsibilities—including hiring, mentoring, performance management, and talent development—with strong engineering craftsmanship. You are expected to remain deeply engaged in technical decision‑making, design, code quality standards, and engineering best practices, setting a high bar for how software is designed, built, tested, and operated.
You will partner closely with engineering, architecture, UX, and product leaders to shape technical direction, influence platform strategy, and ensure teams are aligned on engineering standards, modern delivery approaches, and disciplined execution. You will actively guide teams through complex technical trade‑offs, design reviews, and platform evolution, while coaching engineers grow both technically and as leaders.
We are looking for a leader who is committed to continuously advancing both their own technical depth and the capabilities of their teams—bringing modern engineering thinking, innovation, and a culture of continuous improvement to the organization. This role is ideal for an engineering‑first leader who thrives on developing people, strengthening engineering discipline, and delivering foundational platforms that enable business outcomes at scale.
If you are a passionate and experienced engineering leader with a strong track record of hands‑on technical leadership, people development, and delivery of high‑quality platform solutions, we encourage you to apply and help advance our capabilities.
The Expertise You Bring
The Skills You Require
The Value You Deliver
The Team
Architecture and Technology Foundation (ATF) team is a central team within Asset Management that provides ready-to-use solutions composed of standard technology stacks, development frameworks, reusable software components and services. As a member of the team, you will work in close partnership with Asset Management Technology leaders to lead and develop high performing engineering teams while actively shaping the technical direction of our experience platforms.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Texas Community Relations role serves as the Fidelity lead for community engagement across the Dallas-Fort Worth (DFW) area, building and sustaining strategic partnerships with key internal and external stakeholders, including community leaders, nonprofit organizations, business partners, and senior Fidelity leadership.
This role is responsible for advancing Fidelity’s community engagement, employee volunteerism, and community impact strategies in alignment with enterprise priorities and local needs. It sets direction informed by deep expertise and leads a broad portfolio of regional, multi-region, and enterprise initiatives, driving alignment and measurable outcomes through effective cross-functional collaboration.
In addition to onsite presence, the position requires regular in-person engagement in DFW communities to build trust, credibility, and a deep understanding of local needs.
Key responsibilities for this role include:
Based on the selected candidate’s experience the position will be leveled as a Senior Manager or Director.
The Expertise and Skills You Bring
Required
Core Competencies
The Community Relations team is responsible for developing, implementing, and managing Fidelity’s community engagement and employee-volunteerism efforts.
This role sits within the Community Relations team and reports to the Vice President, Regional Community Relations. The position partners closely with peer Community Relations leaders nationwide and collaborates extensively with Texas-based business and community stakeholders.
Fidelity’s Corporate Affairs team focus is on delivering consistent, outstanding, and coordinated communications programs that strengthen Fidelity’s reputation with customers through the media (traditional and social), engage associates, and support business priorities. This group also plays a key role through the oversight of the firm’s state and local government relationships, public affairs, and community relations activities across Fidelity’s regions in the U.S. As part of a centralized organization, you will know what’s important across the enterprise and benefit from a culture that promotes professional and personal growth.
This role advances Fidelity’s position as a good corporate citizen and creates meaningful impact in underserved community. You will support the development and implementation of Fidelity’s community relations strategy locally and support ways for associates and leaders to connect with the community. The work enhances firm’s profile with media, opinion leaders, policymakers, and the public; positions the firm as employer of choice for prospective talent; and helps the firm meet RFP client requirements on corporate citizenship.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Fidelity is not providing immigration sponsorship for this position
The Role
Strategic Advisors Technology (SAT) is looking for a Principal Software Engineer who not only cares about what you produce but how you produce it. We are looking for individuals who continually strive to advance engineering excellence and technology innovation and apply sophisticated analytics and quantitative concepts to support investment needs and develop new solutions.
You will build high quality, robust, and efficient analytical solutions to improve internal investment processes with quantitative techniques and methods, statistics and. You would participate in back-end Application Programming Interfaces (APIs) using Java, Python. Apply sophisticated analytics and quantitative concepts to support investment needs and develops new solutions. Adds scale, rigor, and repeatability to research through software development standard methodologies. Apply data mining, data modeling, natural language processing, and Machine Learning to extract and analyzes information from large structured and unstructured datasets.
The Expertise and Skills You Bring
Strong foundation in quantitative techniques and methods, including statistics, econometrics, probability, linear regression, and time series analysis, with experience applying these to investment research and model development.
Expertise in Python, Java, and SQL, leveraging advanced analytics and software engineering skills to build scalable, reliable solutions.
Proven ability to implement research projects through the entire software development lifecycle, applying full-stack development and best practices for repeatability and rigor.
Experience with AWS cloud development and deployment, and building enterprise cloud-enabled distributed systems.
Skilled in data mining, modeling, and advanced analytics, adding scale and reliability to research through software engineering methodologies.
Domain knowledge in equities, fixed income, or alternative asset classes, supporting investment needs with innovative solutions.
Ability to lead application design efforts, participate in design reviews and code reviews, and ensure quality through test case development and regression testing.
Consistent track record of hands-on development of complex software solutions, including CI/CD and ATDD practices.
Effective collaborator with quantitative researchers, divisional partners, and global development teams, thriving in fast-paced environments with competing priorities.
Demonstrated technical and organizational leadership, coaching and motivating team members to achieve optimal performance and career growth.
Committed to problem-solving, communication, and continuous improvement in engineering practices.
You will lead application design efforts, participate in design reviews and code reviews.
Fully engaging in product quality plan efforts, including test case development, design and code reviews and regression testing.
Contribute to enhancing engineering practice in the areas of ATDD and CI/CD.
Engaging in working with global team of developers in leading best practices for software engineering.
Nice to have: understanding of legacy monolithic architectures and expertise in migrating to microservice-based architectures.
The Team
Fidelity Asset Management Technology (AMT) provides worldwide technology and support to all the Portfolio Management, Research, Trading and Investment Operations functions. AMT is an integral partner for Asset Management to deliver innovative, scalable, industry-leading investment tools that enables the business to achieve competitive advantage globally.
You work in partnership with Squad members aligned to the Model Management Product Area. By demonstrating and promoting Fidelity and agile behaviors, you evolve and sustain our innovative, agile culture. The team partners with the investment teams in Strategic Advisors on various projects including model construction, portfolio construction and trading Managed Accounts. We create high quality, robust, and efficient high-responsive solutions that are used to enhance Strategic Advisors productivity and decision-making 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.
NOTE: Fidelity will not provide sponsorship for this position.
The Role
Ready to lead product innovation in a vibrant environment? As the Director, Derivatives and Liquid Alternative Investments Product Manager at Fidelity Investments, you will develop outstanding product strategies and deliver flawless solutions. These efforts will enable new investment products and capabilities, improve operational efficiency, and reduce risk across Fidelity Fund and Investment Operations (FFIO). Join us and help craft the future of derivatives operations!
The Expertise and Skills You Bring
With proven experience in product management and technology delivery, and strong expertise in derivatives and collateral management, you consistently define strategies and achieve measurable outcomes. You are effective in dynamic settings, crafting strategy and working alongside collaborators to drive progress. Your strong analytical abilities and capability to convert complex topics into actionable work add significant value. You possess excellent communication skills, maintain strong connections with business partners, and have a comprehensive grasp of market impacts on derivatives and collateral.
The Team
We are a dynamic and collaborative team within Fidelity Fund and Investment Operations (FFIO), dedicated to delivering innovative solutions for complex financial instruments and operational capabilities. Our Derivatives and Collateral product area plays a critical role in enabling Fidelity’s asset management business, partnering across investment operations, risk, compliance, technology, and asset management teams. The Liquid Alternatives team plays a vital role in ensuring that FFIO systems can support the full range of financial instruments used by Fidelity’s funds. We develop and build solutions that improve operational efficiency, reduce risk, and enhance client outcomes. We cultivate a culture of innovation, accountability, and continuous improvement. Join us and be a part of driving impactful change across a critical and evolving domain! #FidelityAlts #FFIOAlts
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.
NOTE: Fidelity will not provide sponsorship for this position.
The Role
Ready to lead product innovation in a vibrant environment? As the Director, Derivatives and Liquid Alternative Investments Product Manager at Fidelity Investments, you will develop outstanding product strategies and deliver flawless solutions. These efforts will enable new investment products and capabilities, improve operational efficiency, and reduce risk across Fidelity Fund and Investment Operations (FFIO). Join us and help craft the future of derivatives operations!
The Expertise and Skills You Bring
With proven experience in product management and technology delivery, and strong expertise in derivatives and collateral management, you consistently define strategies and achieve measurable outcomes. You are effective in dynamic settings, crafting strategy and working alongside collaborators to drive progress. Your strong analytical abilities and capability to convert complex topics into actionable work add significant value. You possess excellent communication skills, maintain strong connections with business partners, and have a comprehensive grasp of market impacts on derivatives and collateral.
The Team
We are a dynamic and collaborative team within Fidelity Fund and Investment Operations (FFIO), dedicated to delivering innovative solutions for complex financial instruments and operational capabilities. Our Derivatives and Collateral product area plays a critical role in enabling Fidelity’s asset management business, partnering across investment operations, risk, compliance, technology, and asset management teams. The Liquid Alternatives team plays a vital role in ensuring that FFIO systems can support the full range of financial instruments used by Fidelity’s funds. We develop and build solutions that improve operational efficiency, reduce risk, and enhance client outcomes. We cultivate a culture of innovation, accountability, and continuous improvement. Join us and be a part of driving impactful change across a critical and evolving domain! #FidelityAlts #FFIOAlts
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.
NOTE: Fidelity will not provide sponsorship for this position.
The Role
Ready to lead product innovation in a vibrant environment? As the Director, Derivatives and Liquid Alternative Investments Product Manager at Fidelity Investments, you will develop outstanding product strategies and deliver flawless solutions. These efforts will enable new investment products and capabilities, improve operational efficiency, and reduce risk across Fidelity Fund and Investment Operations (FFIO). Join us and help craft the future of derivatives operations!
The Expertise and Skills You Bring
With proven experience in product management and technology delivery, and strong expertise in derivatives and collateral management, you consistently define strategies and achieve measurable outcomes. You are effective in dynamic settings, crafting strategy and working alongside collaborators to drive progress. Your strong analytical abilities and capability to convert complex topics into actionable work add significant value. You possess excellent communication skills, maintain strong connections with business partners, and have a comprehensive grasp of market impacts on derivatives and collateral.
The Team
We are a dynamic and collaborative team within Fidelity Fund and Investment Operations (FFIO), dedicated to delivering innovative solutions for complex financial instruments and operational capabilities. Our Derivatives and Collateral product area plays a critical role in enabling Fidelity’s asset management business, partnering across investment operations, risk, compliance, technology, and asset management teams. The Liquid Alternatives team plays a vital role in ensuring that FFIO systems can support the full range of financial instruments used by Fidelity’s funds. We develop and build solutions that improve operational efficiency, reduce risk, and enhance client outcomes. We cultivate a culture of innovation, accountability, and continuous improvement. Join us and be a part of driving impactful change across a critical and evolving domain! #FidelityAlts #FFIOAlts
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.
NOTE: Fidelity will not provide sponsorship for this position.
The Role
Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products? In this role you will prepare the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Products in scope may include BDCs, Limited Partnerships and REITs with investments in alternative asset classes. Your ability to work within an operations team and to meet deadlines will be essential to our success in delivering high-quality financial reporting for Fidelity’s Investment Products. You will also participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners.
The Expertise and Skills You Bring
The Team
In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience, and capabilities that will continue to contribute to Fidelity’s current and future success!
#FFIOALTS
#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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>NOTE: Fidelity will not provide sponsorship for this position.
The Role
Are you interested in joining a collaborative, operations-focused team? Do you have strong knowledge and experience preparing or auditing financial statements for alternative investment products? In this role you will prepare the production of financial reports to ensure accuracy and compliance with regulatory, product-specific requirements and internal quality standards. Products in scope may include BDCs, Limited Partnerships and REITs with investments in alternative asset classes. Your ability to work within an operations team and to meet deadlines will be essential to our success in delivering high-quality financial reporting for Fidelity’s Investment Products. You will also participate and/or lead operational efficiencies to scale and automate processes to support a growing line of products with diverse investments and structures. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners.
The Expertise and Skills You Bring
The Team
In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience, and capabilities that will continue to contribute to Fidelity’s current and future success!
#FFIOALTS
#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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Director, Asset Management Compliance will perform Operational Due Diligence (ODD) of third-party fund managers of alternative investment products on behalf of the CCOs, other governing bodies, and investors. Compliance oversight programs require continuous assessment of improvement opportunities and regulatory changes. The compliance environment must be proactively evaluated to assess strengths or weaknesses of controls that support products and services. The successful director will foster strong partnerships with key business partners to support the expansion of solutions-based products and fund offerings, particularly in the alternatives asset class.
The Expertise and Skills You Bring
· Excellent verbal, written, and interpersonal communication skills
The Team
Asset Management Compliance (AMC) works closely with Fidelity’s investment teams cross all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about providing sound guidance and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the financial services industry.
The Team supports various aspects of Fidelity’s overall investment adviser, mutual fund, and illiquid alternatives compliance programs and regulatory management. We interact frequently with Fidelity control partners, including Legal, Treasurer’s Office, Risk, and Operations. Our key oversight activities include due diligence questionnaires, periodic check-ins, onsite visits (some travel required), and reporting to Chief Compliance Officers (CCOs), Steering Committees, and Boards.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Director, Asset Management Compliance will perform Operational Due Diligence (ODD) of third-party fund managers of alternative investment products on behalf of the CCOs, other governing bodies, and investors. Compliance oversight programs require continuous assessment of improvement opportunities and regulatory changes. The compliance environment must be proactively evaluated to assess strengths or weaknesses of controls that support products and services. The successful director will foster strong partnerships with key business partners to support the expansion of solutions-based products and fund offerings, particularly in the alternatives asset class.
The Expertise and Skills You Bring
· Excellent verbal, written, and interpersonal communication skills
The Team
Asset Management Compliance (AMC) works closely with Fidelity’s investment teams cross all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about providing sound guidance and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the financial services industry.
The Team supports various aspects of Fidelity’s overall investment adviser, mutual fund, and illiquid alternatives compliance programs and regulatory management. We interact frequently with Fidelity control partners, including Legal, Treasurer’s Office, Risk, and Operations. Our key oversight activities include due diligence questionnaires, periodic check-ins, onsite visits (some travel required), and reporting to Chief Compliance Officers (CCOs), Steering Committees, and Boards.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Director, Asset Management Compliance will perform Operational Due Diligence (ODD) of third-party fund managers of alternative investment products on behalf of the CCOs, other governing bodies, and investors. Compliance oversight programs require continuous assessment of improvement opportunities and regulatory changes. The compliance environment must be proactively evaluated to assess strengths or weaknesses of controls that support products and services. The successful director will foster strong partnerships with key business partners to support the expansion of solutions-based products and fund offerings, particularly in the alternatives asset class.
The Expertise and Skills You Bring
· Excellent verbal, written, and interpersonal communication skills
The Team
Asset Management Compliance (AMC) works closely with Fidelity’s investment teams cross all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about providing sound guidance and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the financial services industry.
The Team supports various aspects of Fidelity’s overall investment adviser, mutual fund, and illiquid alternatives compliance programs and regulatory management. We interact frequently with Fidelity control partners, including Legal, Treasurer’s Office, Risk, and Operations. Our key oversight activities include due diligence questionnaires, periodic check-ins, onsite visits (some travel required), and reporting to Chief Compliance Officers (CCOs), Steering Committees, and Boards.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Director, Asset Management Compliance will perform Operational Due Diligence (ODD) of third-party fund managers of alternative investment products on behalf of the CCOs, other governing bodies, and investors. Compliance oversight programs require continuous assessment of improvement opportunities and regulatory changes. The compliance environment must be proactively evaluated to assess strengths or weaknesses of controls that support products and services. The successful director will foster strong partnerships with key business partners to support the expansion of solutions-based products and fund offerings, particularly in the alternatives asset class.
The Expertise and Skills You Bring
· Excellent verbal, written, and interpersonal communication skills
The Team
Asset Management Compliance (AMC) works closely with Fidelity’s investment teams cross all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about providing sound guidance and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the financial services industry.
The Team supports various aspects of Fidelity’s overall investment adviser, mutual fund, and illiquid alternatives compliance programs and regulatory management. We interact frequently with Fidelity control partners, including Legal, Treasurer’s Office, Risk, and Operations. Our key oversight activities include due diligence questionnaires, periodic check-ins, onsite visits (some travel required), and reporting to Chief Compliance Officers (CCOs), Steering Committees, and Boards.
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.
NOTE: Fidelity will not provide immigration sponsorship for this position.
The Role
As part of the Learning and Enablement organization, you will work as a member of the Market Enablement team. This is role will support various projects across the IICG organization and the Investment Sales Desk. This role will be responsible for the design, development, and creation of impactful learning solutions, leveraging innovative design and media tools. You will ideate, develop, and refine new learning strategies and processes while managing complex learning projects. Additionally, you will serve as one of the team's points of contact for our learning and enablement platform, Allego. Thinking creatively and innovating across our deliverables with Allego capabilities will be a top focus of this role.
The Skills and Expertise You Bring
Bachelor's degree with at least 2-5 years of relevant work experience in Learning Experience Design
Proven background in innovative, effective instructional design and user experience design
Ability to identify and leverage an array of learning mediums and tools to drive impact and engagement.
Strong performance consulting skills
Eagerness to innovate and think differently.
Familiarity with PPT design and Allego are a plus
Ability to build and maintain relationships with diverse individuals and groups, both in person and virtually, in a constructive and collaborative manner
Familiarity with instructional design practices and adult learning theory.
Ability to design and build learning experiences using modern graphic design, video, and authoring tools
Ability to lead, design and develop large-scale projects with tight time constraints.
Strong communication skills and demonstrated excellence in project management.
FINRA Series 7 and 63 required or obtained within 90 days.
Note: Fidelity will not provide immigration sponsorship for this position
The Team
The Learning and Enablement team is instrumental in ensuring that the Fidelity Institutional client facing teams have the knowledge and skills necessary to execute on the goals set forth by the business. Our ability to anticipate business needs and build targeted solutions to enable our sales and relationship management teams is what differentiates our team.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>NOTE: Fidelity will not provide immigration sponsorship for this position.
The Role
As part of the Learning and Enablement organization, you will work as a member of the Market Enablement team. This is role will support various projects across the IICG organization and the Investment Sales Desk. This role will be responsible for the design, development, and creation of impactful learning solutions, leveraging innovative design and media tools. You will ideate, develop, and refine new learning strategies and processes while managing complex learning projects. Additionally, you will serve as one of the team's points of contact for our learning and enablement platform, Allego. Thinking creatively and innovating across our deliverables with Allego capabilities will be a top focus of this role.
The Skills and Expertise You Bring
Bachelor's degree with at least 2-5 years of relevant work experience in Learning Experience Design
Proven background in innovative, effective instructional design and user experience design
Ability to identify and leverage an array of learning mediums and tools to drive impact and engagement.
Strong performance consulting skills
Eagerness to innovate and think differently.
Familiarity with PPT design and Allego are a plus
Ability to build and maintain relationships with diverse individuals and groups, both in person and virtually, in a constructive and collaborative manner
Familiarity with instructional design practices and adult learning theory.
Ability to design and build learning experiences using modern graphic design, video, and authoring tools
Ability to lead, design and develop large-scale projects with tight time constraints.
Strong communication skills and demonstrated excellence in project management.
FINRA Series 7 and 63 required or obtained within 90 days.
Note: Fidelity will not provide immigration sponsorship for this position
The Team
The Learning and Enablement team is instrumental in ensuring that the Fidelity Institutional client facing teams have the knowledge and skills necessary to execute on the goals set forth by the business. Our ability to anticipate business needs and build targeted solutions to enable our sales and relationship management teams is what differentiates our team.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As an integral part of the Quantitative Research and Investing (QRI) group, the portfolio optimization team is responsible for research into mathematical techniques to improve the performance, net of taxes, of client portfolios and funds.
As a part of the optimization team and working closely with investment and technology teams, you will design novel mathematical approaches to solve difficult portfolio optimization problems efficiently and reliably. You will work closely with research teams to understand the breadth and scope of their optimization problems, to correctly model them in a research environment. Using your experience, you will deliver heuristics and reformulations which allow solvers to quickly converge to optimal solutions for specific classes of such problems, for both taxable and non-taxable portfolios. While your role will be focused on research, you will partner with team members to direct the implementation of your findings in the portfolio optimization system.
The Expertise and Skills You Bring:
A Master’s degree or higher in computer science, engineering, or mathematics, with extensive coursework in optimization.
5+ years in portfolio optimization-focused roles, researching the algorithms and mathematics that support optimization, with direct experience using general purpose solvers (Gurobi, CPLEX) or proprietary solvers (e.g. conic).
Demonstrable track record delivering mathematical solutions to common portfolio optimization challenges, including Integer Programming, using linear algebra, and implementing heuristics for more efficient integer solutions.
Deep understanding of portfolio construction for taxable mandates and efficient heuristics and approximation algorithms for this problem class.
Substantial exposure to mathematical techniques specific to portfolio optimization which take advantage of the structure of portfolios, risk, and tax to find optimal solutions efficiently.
Track record delivering optimization solutions for clients in financial services with direct experience working with clients, synthesizing their high-level needs with implementation in mathematics and working prototypes.
Proven ability to take a research question from inception to a positive outcome independently, with appropriate scientific rigor. Sufficient fluency in technologies and tools to work independently.
A consistent record of architecting sophisticated mathematical solutions to work efficiently and reliably in critical applications. Ability to recognize business risk and surface it to key decision-makers.
Collaborative approach and ability to work with partners with different skills and expertise to deliver complex, reliable, scalable solutions to portfolio optimization problems.
The Value You Deliver:
Improve numerical stability and efficiency of portfolio optimization algorithms that work at scale, across large numbers of diverse portfolios.
Design and validate heuristics and problem reformulations to solve complex optimization problems for taxable portfolios which otherwise don’t solve to optimality.
Independently deliver mathematical solutions and provide guidance to the team responsible for implementing them.
Research novel algorithms to support new and expanded capabilities and specific needs of clients.
Partner with team members to evolve your algorithms when faced with new client portfolios that don’t solve or where solutions are unstable.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As an integral part of the Quantitative Research and Investing (QRI) group, the portfolio optimization team is responsible for research into mathematical techniques to improve the performance, net of taxes, of client portfolios and funds.
As a part of the optimization team and working closely with investment and technology teams, you will design novel mathematical approaches to solve difficult portfolio optimization problems efficiently and reliably. You will work closely with research teams to understand the breadth and scope of their optimization problems, to correctly model them in a research environment. Using your experience, you will deliver heuristics and reformulations which allow solvers to quickly converge to optimal solutions for specific classes of such problems, for both taxable and non-taxable portfolios. While your role will be focused on research, you will partner with team members to direct the implementation of your findings in the portfolio optimization system.
The Expertise and Skills You Bring:
A Master’s degree or higher in computer science, engineering, or mathematics, with extensive coursework in optimization.
5+ years in portfolio optimization-focused roles, researching the algorithms and mathematics that support optimization, with direct experience using general purpose solvers (Gurobi, CPLEX) or proprietary solvers (e.g. conic).
Demonstrable track record delivering mathematical solutions to common portfolio optimization challenges, including Integer Programming, using linear algebra, and implementing heuristics for more efficient integer solutions.
Deep understanding of portfolio construction for taxable mandates and efficient heuristics and approximation algorithms for this problem class.
Substantial exposure to mathematical techniques specific to portfolio optimization which take advantage of the structure of portfolios, risk, and tax to find optimal solutions efficiently.
Track record delivering optimization solutions for clients in financial services with direct experience working with clients, synthesizing their high-level needs with implementation in mathematics and working prototypes.
Proven ability to take a research question from inception to a positive outcome independently, with appropriate scientific rigor. Sufficient fluency in technologies and tools to work independently.
A consistent record of architecting sophisticated mathematical solutions to work efficiently and reliably in critical applications. Ability to recognize business risk and surface it to key decision-makers.
Collaborative approach and ability to work with partners with different skills and expertise to deliver complex, reliable, scalable solutions to portfolio optimization problems.
The Value You Deliver:
Improve numerical stability and efficiency of portfolio optimization algorithms that work at scale, across large numbers of diverse portfolios.
Design and validate heuristics and problem reformulations to solve complex optimization problems for taxable portfolios which otherwise don’t solve to optimality.
Independently deliver mathematical solutions and provide guidance to the team responsible for implementing them.
Research novel algorithms to support new and expanded capabilities and specific needs of clients.
Partner with team members to evolve your algorithms when faced with new client portfolios that don’t solve or where solutions are unstable.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As an integral part of the Quantitative Research and Investing (QRI) group, the portfolio optimization team is responsible for research into mathematical techniques to improve the performance, net of taxes, of client portfolios and funds.
As a part of the optimization team and working closely with investment and technology teams, you will design novel mathematical approaches to solve difficult portfolio optimization problems efficiently and reliably. You will work closely with research teams to understand the breadth and scope of their optimization problems, to correctly model them in a research environment. Using your experience, you will deliver heuristics and reformulations which allow solvers to quickly converge to optimal solutions for specific classes of such problems, for both taxable and non-taxable portfolios. While your role will be focused on research, you will partner with team members to direct the implementation of your findings in the portfolio optimization system.
The Expertise and Skills You Bring:
A Master’s degree or higher in computer science, engineering, or mathematics, with extensive coursework in optimization.
5+ years in portfolio optimization-focused roles, researching the algorithms and mathematics that support optimization, with direct experience using general purpose solvers (Gurobi, CPLEX) or proprietary solvers (e.g. conic).
Demonstrable track record delivering mathematical solutions to common portfolio optimization challenges, including Integer Programming, using linear algebra, and implementing heuristics for more efficient integer solutions.
Deep understanding of portfolio construction for taxable mandates and efficient heuristics and approximation algorithms for this problem class.
Substantial exposure to mathematical techniques specific to portfolio optimization which take advantage of the structure of portfolios, risk, and tax to find optimal solutions efficiently.
Track record delivering optimization solutions for clients in financial services with direct experience working with clients, synthesizing their high-level needs with implementation in mathematics and working prototypes.
Proven ability to take a research question from inception to a positive outcome independently, with appropriate scientific rigor. Sufficient fluency in technologies and tools to work independently.
A consistent record of architecting sophisticated mathematical solutions to work efficiently and reliably in critical applications. Ability to recognize business risk and surface it to key decision-makers.
Collaborative approach and ability to work with partners with different skills and expertise to deliver complex, reliable, scalable solutions to portfolio optimization problems.
The Value You Deliver:
Improve numerical stability and efficiency of portfolio optimization algorithms that work at scale, across large numbers of diverse portfolios.
Design and validate heuristics and problem reformulations to solve complex optimization problems for taxable portfolios which otherwise don’t solve to optimality.
Independently deliver mathematical solutions and provide guidance to the team responsible for implementing them.
Research novel algorithms to support new and expanded capabilities and specific needs of clients.
Partner with team members to evolve your algorithms when faced with new client portfolios that don’t solve or where solutions are unstable.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Group
Strategic Advisers (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 30 years, Strategic Advisers has specialized in the design, construction, and management of asset allocation solutions, as well as the methodologies for many of Fidelity’s investment planning tools, to help investors reach their financial goals. With over $1.2 trillion in assets under management in a blend of Fidelity and third- party investment vehicles, the Strategic Advisers team of investment professionals construct and manage asset allocation portfolios for over three million customer accounts.
The Team
SAI’s quantitative research analysts work either directly on an asset class or product investment teams, the central quantitative research group, or on the risk team. The team consists of ~20 analysts located in Boston, Dublin and Denver and partners with the broader SAI investment teams to deliver superior risk-adjusted performance for the wide range of investment offerings managed by SAI. The team’s work includes risk modeling, portfolio construction analysis, the creation of smart beta libraries/alpha models, investment strategy methodology development, and implementation support.
The Role
The Quantitative Taxable team within Quantitative Research group is responsible for research and development of the investment methodologies that enable SAI to manage personalized client portfolios at scale. We develop methodology for asset location, multi-account optimization, tax-loss harvesting, and many other tax management and goal-based wealth management strategies. Our projects typically lie at the intersection of investment management, portfolio engineering, product design, and personalized financial planning. As a member of this team, your primary objective will include researching and designing solutions to deliver superior outcomes for the managed account clients. A significant focus of your work will also be on model/portfolio construction and optimization to deliver optimal after-tax benefits for clients. This position requires strong collaboration across product development, fundamental research, portfolio engineering, investment management, and technology teams.
The Value You Deliver
Research, design, and develop quantitative investment techniques and methodologies to support multi-asset class model and portfolio construction.
Develop the next generation of tax-smart techniques to manage portfolios for taxable clients, taking into consideration asset allocation and asset location in a multi-asset and multi-account framework.
Collaborate with portfolio management, research, and portfolio engineering teams to enhance the existing portfolio construction processes for both single and multi-account solutions, as well as innovative approaches for unified managed households.
Design and back-test strategies, run simulations and perform risk and after-tax analyses.
Articulate the rationale for specific recommendations and clearly communicate them.
Understand, maintain, and improve infrastructure supporting investment research and processes.
Skills and Knowledge
Experience with quantitative portfolio construction methods and portfolio optimization, investment management, and portfolio analysis.
Experience with quantitative portfolio tools such as Barra, Axioma and Factset.
Solid programming and database skills, e.g., Python, R, SQL, and BI Tools.
Experience with operations research and agentic artificial intelligence preferred.
Effective communication and presentation skills, particularly in translating complex quantitative analysis into meaningful and applicable investment solutions.
Ability to work across the organization in various disciplines to drive consensus/closure; strong collaboration and influence skills.
Education and Experience
Graduate degree in a related field (Finance, Engineering, Mathematics, Operations Research, Decision Science, and Computer Science).
5+ years of experience in quantitative investment research (e.g., portfolio optimization, asset allocation) and portfolio construction roles, specifically for a multi-asset class investment process.
Proven ability and track-record of conducting rigorous independent empirical research and a willingness to identify and present new research ideas.
CFA is a plus.
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.
Customer Service Representative - English + French, Italian, German and/or Japanese (m/w/d)
61476 Kronberg
Full-Time (40 Hours) - Hybrid Working
Ca. 45 – 50K Gross p.a.
Stock Plan Service Associate
Stock Plan Services is looking for interested applicants who are fluent in English and proficient in one or more of the above-mentioned languages to join our team in Kronberg, Germany. Naturally, you would already be in possession of a valid working permit for Germany to be considered.
Are you an excellent communicator with an outgoing personality who enjoys helping others? Do you want to be part of a dynamic, growing team of international, multi-lingual stock plan experts and be a contributor to our global expansion? Then join the industry leader in stock plan service administration and play a vital role in delivering outstanding participants' experience!
Be part of a global company that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class platform. We empower professional growth, flexibility, and support a culture of diversity and inclusion along with work life balance.
Stock Plan Services (SPS) is a part of Fidelity Management & Research (FMR) Workplace Investing business, providing equity compensation administration services to over 800 multinational corporations. Within those corporations, equity compensation plans are managed and serviced for over 2.8 million employee participants. More than 750,000 of these employees are based outside of the US, receiving administrative support and retail brokerage services from our SPS Center in Kronberg, Germany.
What We Offer
Your Role
The Skills You Bring
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.
We invite you to Find Your Fidelity at fidelitycareers.com.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Senior Manager, Meetings and Events will deliver outstanding event experiences for the firm’s associates, clients, and prospects. They will have a natural curiosity for the business’ strategy and demonstrate their skills to create and flawlessly complete programmatic experiences that support the objectives.
The candidate will be experienced in project management, including creating and handling budgets, creating timelines and work plans, leading planning meetings and collaborating with business partners to drive toward results. We are looking for a good communicator who keeps stakeholders informed. The candidate will be in command of sophisticated event logistics, including, but not limited to sourcing and handling speakers and vendors, and crafting dynamic production schedules.
The ideal candidate is skilled at producing both in-person and virtual experiences. They are comfortable with digital environments and have a proven track record of crafting high quality events using various technology platforms.
Key responsibilities include:
The dynamic Meetings and Events team collaborate with business partners on the planning, budgeting, and design of all internal and client events. The team manages over 1000 events a year with a focus on crafting seamless and memorable experiences that support business and firm-wide 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Senior Manager, Meetings and Events will deliver outstanding event experiences for the firm’s associates, clients, and prospects. They will have a natural curiosity for the business’ strategy and demonstrate their skills to create and flawlessly complete programmatic experiences that support the objectives.
The candidate will be experienced in project management, including creating and handling budgets, creating timelines and work plans, leading planning meetings and collaborating with business partners to drive toward results. We are looking for a good communicator who keeps stakeholders informed. The candidate will be in command of sophisticated event logistics, including, but not limited to sourcing and handling speakers and vendors, and crafting dynamic production schedules.
The ideal candidate is skilled at producing both in-person and virtual experiences. They are comfortable with digital environments and have a proven track record of crafting high quality events using various technology platforms.
Key responsibilities include:
The dynamic Meetings and Events team collaborate with business partners on the planning, budgeting, and design of all internal and client events. The team manages over 1000 events a year with a focus on crafting seamless and memorable experiences that support business and firm-wide 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Senior Manager, Meetings and Events will deliver outstanding event experiences for the firm’s associates, clients, and prospects. They will have a natural curiosity for the business’ strategy and demonstrate their skills to create and flawlessly complete programmatic experiences that support the objectives.
The candidate will be experienced in project management, including creating and handling budgets, creating timelines and work plans, leading planning meetings and collaborating with business partners to drive toward results. We are looking for a good communicator who keeps stakeholders informed. The candidate will be in command of sophisticated event logistics, including, but not limited to sourcing and handling speakers and vendors, and crafting dynamic production schedules.
The ideal candidate is skilled at producing both in-person and virtual experiences. They are comfortable with digital environments and have a proven track record of crafting high quality events using various technology platforms.
Key responsibilities include:
The dynamic Meetings and Events team collaborate with business partners on the planning, budgeting, and design of all internal and client events. The team manages over 1000 events a year with a focus on crafting seamless and memorable experiences that support business and firm-wide 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.
Note: Fidelity is not providing immigration sponsorship for this position.
The Role
We are looking for engineers who solve operational problems by building software. In this role, you will improve reliability, reduce toil, and enhance production systems by writing code, building automations, and leveraging modern AI-assisted development tools.
This is a hands-on engineering role—not a traditional support position. You’ll use Node.js/TypeScript, Python, and AI tools like GitHub Copilot to design and deliver solutions that make systems more reliable and operations more scalable. Responsibilities will include:
Build software solutions to improve reliability, reduce operational toil, and scale production systems—not just respond to issues.
Develop production-quality code using Node.js / JavaScript / TypeScript and Python/PowerShell, including testing and documentation.
Leverage modern development tooling such as VS Code and AI-assisted tools (e.g., GitHub Copilot) to accelerate delivery and problem-solving.
Independently own well-scoped features, fixes, or improvements end-to-end—from design through deployment and operational validation.
Participate in on-call rotations, respond to incidents, execute runbooks, and ensure clear communication and handoffs.
Analyze incidents and recurring issues to identify patterns, reduce alert noise, and implement durable fixes.
Implement and improve observability (logging, metrics, dashboards, alerts) for owned services.
Build automations, scripts, and lightweight tools to eliminate repetitive manual work and improve operational efficiency.
Identify and act on opportunities to improve system reliability, performance, and maintainability.
Develop an understanding of how systems impact customer experience and business outcomes.
The Expertise and Skills You Bring
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position.
The Role
We are looking for engineers who solve operational problems by building software. In this role, you will improve reliability, reduce toil, and enhance production systems by writing code, building automations, and leveraging modern AI-assisted development tools.
This is a hands-on engineering role—not a traditional support position. You’ll use Node.js/TypeScript, Python, and AI tools like GitHub Copilot to design and deliver solutions that make systems more reliable and operations more scalable. Responsibilities will include:
Build software solutions to improve reliability, reduce operational toil, and scale production systems—not just respond to issues.
Develop production-quality code using Node.js / JavaScript / TypeScript and Python/PowerShell, including testing and documentation.
Leverage modern development tooling such as VS Code and AI-assisted tools (e.g., GitHub Copilot) to accelerate delivery and problem-solving.
Independently own well-scoped features, fixes, or improvements end-to-end—from design through deployment and operational validation.
Participate in on-call rotations, respond to incidents, execute runbooks, and ensure clear communication and handoffs.
Analyze incidents and recurring issues to identify patterns, reduce alert noise, and implement durable fixes.
Implement and improve observability (logging, metrics, dashboards, alerts) for owned services.
Build automations, scripts, and lightweight tools to eliminate repetitive manual work and improve operational efficiency.
Identify and act on opportunities to improve system reliability, performance, and maintainability.
Develop an understanding of how systems impact customer experience and business outcomes.
The Expertise and Skills You Bring
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position.
The Role
We are looking for engineers who solve operational problems by building software. In this role, you will improve reliability, reduce toil, and enhance production systems by writing code, building automations, and leveraging modern AI-assisted development tools.
This is a hands-on engineering role—not a traditional support position. You’ll use Node.js/TypeScript, Python, and AI tools like GitHub Copilot to design and deliver solutions that make systems more reliable and operations more scalable. Responsibilities will include:
Build software solutions to improve reliability, reduce operational toil, and scale production systems—not just respond to issues.
Develop production-quality code using Node.js / JavaScript / TypeScript and Python/PowerShell, including testing and documentation.
Leverage modern development tooling such as VS Code and AI-assisted tools (e.g., GitHub Copilot) to accelerate delivery and problem-solving.
Independently own well-scoped features, fixes, or improvements end-to-end—from design through deployment and operational validation.
Participate in on-call rotations, respond to incidents, execute runbooks, and ensure clear communication and handoffs.
Analyze incidents and recurring issues to identify patterns, reduce alert noise, and implement durable fixes.
Implement and improve observability (logging, metrics, dashboards, alerts) for owned services.
Build automations, scripts, and lightweight tools to eliminate repetitive manual work and improve operational efficiency.
Identify and act on opportunities to improve system reliability, performance, and maintainability.
Develop an understanding of how systems impact customer experience and business outcomes.
The Expertise and Skills You Bring
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position
The Role
As an Analyst within the Digital Assets team, you will support both the Product Launch and Digital Asset Operations functions by helping coordinate work, maintain project and operational tracking, organize documentation, and follow up on key deliverables. This role is designed to provide execution support across the team so that senior resources can focus on complex launches, operating model decisions, stakeholder management, and issue resolution.
You will help maintain the structure and discipline behind the team’s work. This includes supporting project plans, launch readiness checklists, action item trackers, meeting materials, status updates, issue logs, decision logs, process documentation, and operating playbooks. You will work closely with Product Launch leads, DA Ops leads, and partner teams to gather updates, identify open items, and ensure information is accurate, current, and accessible.
This role will support new digital asset product launches as well as day-to-day run-the-business activities after products are live. On the Product Launch side, you will help track timelines, milestones, dependencies, and readiness items. On the DA Ops side, you will help support SLA tracking, operational issue follow-up, training materials, service catalog updates, procedure documentation, and other repeatable operating routines.
The role requires strong attention to detail, follow-through, organization, and the ability to work across multiple priorities in a fast-moving environment. You will not be expected to own major launches or make operating model decisions independently, but you will play an important role in helping the team stay organized, informed, and on track.
The Expertise and Skills You Bring
What You’ll Do
The Team
In Global Product Solutions (GPS) and Digital Assets, we’re on a mission to deliver innovative and exceptional product and program solutions from concept through execution. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization.
The Digital Assets team supports the build-out of Fidelity’s digital asset product and operating capabilities across Product Launch and Digital Asset Operations. Product Launch focuses on coordinating new product launches and major capability rollouts, while Digital Asset Operations focuses on helping ensure live products are supported through clear ownership, operational oversight, service model clarity, and coordinated issue follow-up.
This Analyst role provides important support across both functions. The role helps the team stay organized, maintain discipline around deliverables, track open items, document processes, and support the repeatable routines needed to scale the digital asset operating model. As the product set evolves, this role will provide exposure to new digital asset structures, operating requirements, service line interactions, and cross-functional execution across FFIO and business partners.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Note: Fidelity is not providing immigration sponsorship for this position
The Role
As an Analyst within the Digital Assets team, you will support both the Product Launch and Digital Asset Operations functions by helping coordinate work, maintain project and operational tracking, organize documentation, and follow up on key deliverables. This role is designed to provide execution support across the team so that senior resources can focus on complex launches, operating model decisions, stakeholder management, and issue resolution.
You will help maintain the structure and discipline behind the team’s work. This includes supporting project plans, launch readiness checklists, action item trackers, meeting materials, status updates, issue logs, decision logs, process documentation, and operating playbooks. You will work closely with Product Launch leads, DA Ops leads, and partner teams to gather updates, identify open items, and ensure information is accurate, current, and accessible.
This role will support new digital asset product launches as well as day-to-day run-the-business activities after products are live. On the Product Launch side, you will help track timelines, milestones, dependencies, and readiness items. On the DA Ops side, you will help support SLA tracking, operational issue follow-up, training materials, service catalog updates, procedure documentation, and other repeatable operating routines.
The role requires strong attention to detail, follow-through, organization, and the ability to work across multiple priorities in a fast-moving environment. You will not be expected to own major launches or make operating model decisions independently, but you will play an important role in helping the team stay organized, informed, and on track.
The Expertise and Skills You Bring
What You’ll Do
The Team
In Global Product Solutions (GPS) and Digital Assets, we’re on a mission to deliver innovative and exceptional product and program solutions from concept through execution. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization.
The Digital Assets team supports the build-out of Fidelity’s digital asset product and operating capabilities across Product Launch and Digital Asset Operations. Product Launch focuses on coordinating new product launches and major capability rollouts, while Digital Asset Operations focuses on helping ensure live products are supported through clear ownership, operational oversight, service model clarity, and coordinated issue follow-up.
This Analyst role provides important support across both functions. The role helps the team stay organized, maintain discipline around deliverables, track open items, document processes, and support the repeatable routines needed to scale the digital asset operating model. As the product set evolves, this role will provide exposure to new digital asset structures, operating requirements, service line interactions, and cross-functional execution across FFIO and business partners.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
NOTE: Fidelity will not provide sponsorship for this position.
The Role
As a Business Analyst supporting the onboarding of Private Markets in Fidelity Fund and Investment Operations (FFIO), this individual will serve as a vital conduit between the product delivery teams and stakeholders to ensure we meet the differentiated needs of Private Markets structures and requirements. They will work with various internal teams to allow for the efficient functioning of this key line of business in our firm and interact daily with internal stakeholders, legal/compliance, and others. This Analyst will develop a significant internal voice on behalf of the Private Markets product and the broader FFIO organization, influencing systems and architecture solution design based on complex requirements.
As a member of the team, the Business Analyst leads initiatives with diverse scope and complexity, acting as the primary interface between end users, product management, and the systems organization. Our Analysts collaborate with business partners to assess complex business requirements and translate them into effective solutions. Finally, we support our product team’s dedication to quality by crafting and implementing tests that address business needs and ensure the delivery of solutions to our end users.
The Expertise and Skills You Bring
The Team
In Global Product Solutions, we’re on a mission to deliver innovation and exceptional product and program solutions from concept through execution while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. Doing this in the smartest and most effective way is more important than ever as we are implementing Fidelity’s new digital and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work.
#FFIOAlts
#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.
NOTE: Fidelity will not provide sponsorship for this position.
The Role
As a Business Analyst supporting the onboarding of Private Markets in Fidelity Fund and Investment Operations (FFIO), this individual will serve as a vital conduit between the product delivery teams and stakeholders to ensure we meet the differentiated needs of Private Markets structures and requirements. They will work with various internal teams to allow for the efficient functioning of this key line of business in our firm and interact daily with internal stakeholders, legal/compliance, and others. This Analyst will develop a significant internal voice on behalf of the Private Markets product and the broader FFIO organization, influencing systems and architecture solution design based on complex requirements.
As a member of the team, the Business Analyst leads initiatives with diverse scope and complexity, acting as the primary interface between end users, product management, and the systems organization. Our Analysts collaborate with business partners to assess complex business requirements and translate them into effective solutions. Finally, we support our product team’s dedication to quality by crafting and implementing tests that address business needs and ensure the delivery of solutions to our end users.
The Expertise and Skills You Bring
The Team
In Global Product Solutions, we’re on a mission to deliver innovation and exceptional product and program solutions from concept through execution while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. Doing this in the smartest and most effective way is more important than ever as we are implementing Fidelity’s new digital and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work.
#FFIOAlts
#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.
NOTE: Fidelity will not provide sponsorship for this position.
The Role
As a Business Analyst supporting the onboarding of Private Markets in Fidelity Fund and Investment Operations (FFIO), this individual will serve as a vital conduit between the product delivery teams and stakeholders to ensure we meet the differentiated needs of Private Markets structures and requirements. They will work with various internal teams to allow for the efficient functioning of this key line of business in our firm and interact daily with internal stakeholders, legal/compliance, and others. This Analyst will develop a significant internal voice on behalf of the Private Markets product and the broader FFIO organization, influencing systems and architecture solution design based on complex requirements.
As a member of the team, the Business Analyst leads initiatives with diverse scope and complexity, acting as the primary interface between end users, product management, and the systems organization. Our Analysts collaborate with business partners to assess complex business requirements and translate them into effective solutions. Finally, we support our product team’s dedication to quality by crafting and implementing tests that address business needs and ensure the delivery of solutions to our end users.
The Expertise and Skills You Bring
The Team
In Global Product Solutions, we’re on a mission to deliver innovation and exceptional product and program solutions from concept through execution while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. Doing this in the smartest and most effective way is more important than ever as we are implementing Fidelity’s new digital and alternative investment products, new and changing regulations, and a brand-new technology platform that will transform the way we work.
#FFIOAlts
#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.
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 improving the value of our products within Fidelity Capital Markets? We are looking for a quantitative expert to lead our research in our systematic trading and analytics platforms, coach our quant team to deliver relevant solutions, and help our clients to navigate the market! Responsibilities include conducting advanced quantitative research, developing models for our systematic trading and analytics platform, building and maintaining trading infrastructure for equity and fixed income markets, and creating custom complex trading algorithms for clients
The Expertise and Skills You Bring
10+ years of industry experience in systematic trading, predictive model development, algo optimization and transaction cost analysis
Ph.D. degree in Engineering, Computer Science, Applied Mathematics, or other relevant quantitative discipline strongly preferred
Lead a diverse team of quantitative experts to create systematic trading solutions in collaboration with product and tech
Generate ideas and architect platform to integrate intelligence, optimize actions, enhance customization, and democratize workflow
Assess performance of retail execution, trading algorithms, and implement solutions to lower trading cost
Work closely with order flow management, electronic trading consultants, and desk strategists to engage clients
Hands on in conducting analysis and developing model for production
Experienced knowledge in Python and KDB/Q, and fluency in artificial intelligence and cloud architecture
Series 7, 24, 57 and 63
The Team
Our Systematic Trading and Analytics Platform team develops trading capabilities and provides quantitative expertise to the design of next-generation brokerage products in the equity and fixed income market. We build trading infrastructure and create trading algorithms to help clients achieve the best execution. We work with clients to improve their trading strategy, educate them about market structure and trading tools, and provide consultation to help them take on their unique problems.
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.
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
7-10+ 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a member of the Fidelity Brokerage Talent and Learning (T&L) team, you will sit as a member of the leadership team facilitating the Brokerage Executive Talent strategy. You will partner with the Head of Brokerage Talent and Learning, the Enterprise Talent team and Brokerage HRLT to develop and drive the talent ecosystem to identify, know, develop and grow our leadership bench strength and successor readiness of the Brokerage SLT and ELT. If you are passionate about driving better integrated talent outcomes for associates and the firm through best-in-class talent, development and inclusion practices, this might be the right opportunity for you.
The Expertise Skills You Bring
The Director, Executive Talent Management will drive development and implementation of all Enterprise and Brokerage Executive Talent Strategies (Enterprise Talent Reviews (ETR), SLT Talent Forums, Critical Role Assessment, Brokerage Talent Reviews, etc.). This role is responsible for developing and driving talent planning efforts to create deeper talent pools of emerging and earlier career associates for development to create an enduring, deep and diverse pipeline of future leaders in Fidelity Brokerage.
The Team
The Brokerage Talent and Learning Team partners across the organization working in collaboration with Line HR to support and drive priorities in alignment with the business needs. Additionally, the team engages closely with the Talent, Learning and D&I Enterprise teams to collaborate on the design of Enterprise initiatives and the implementation of all strategies and programs into the Brokerage 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a member of the Fidelity Brokerage Talent and Learning (T&L) team, you will sit as a member of the leadership team facilitating the Brokerage Executive Talent strategy. You will partner with the Head of Brokerage Talent and Learning, the Enterprise Talent team and Brokerage HRLT to develop and drive the talent ecosystem to identify, know, develop and grow our leadership bench strength and successor readiness of the Brokerage SLT and ELT. If you are passionate about driving better integrated talent outcomes for associates and the firm through best-in-class talent, development and inclusion practices, this might be the right opportunity for you.
The Expertise Skills You Bring
The Director, Executive Talent Management will drive development and implementation of all Enterprise and Brokerage Executive Talent Strategies (Enterprise Talent Reviews (ETR), SLT Talent Forums, Critical Role Assessment, Brokerage Talent Reviews, etc.). This role is responsible for developing and driving talent planning efforts to create deeper talent pools of emerging and earlier career associates for development to create an enduring, deep and diverse pipeline of future leaders in Fidelity Brokerage.
The Team
The Brokerage Talent and Learning Team partners across the organization working in collaboration with Line HR to support and drive priorities in alignment with the business needs. Additionally, the team engages closely with the Talent, Learning and D&I Enterprise teams to collaborate on the design of Enterprise initiatives and the implementation of all strategies and programs into the Brokerage 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a member of the Fidelity Brokerage Talent and Learning (T&L) team, you will sit as a member of the leadership team facilitating the Brokerage Executive Talent strategy. You will partner with the Head of Brokerage Talent and Learning, the Enterprise Talent team and Brokerage HRLT to develop and drive the talent ecosystem to identify, know, develop and grow our leadership bench strength and successor readiness of the Brokerage SLT and ELT. If you are passionate about driving better integrated talent outcomes for associates and the firm through best-in-class talent, development and inclusion practices, this might be the right opportunity for you.
The Expertise Skills You Bring
The Director, Executive Talent Management will drive development and implementation of all Enterprise and Brokerage Executive Talent Strategies (Enterprise Talent Reviews (ETR), SLT Talent Forums, Critical Role Assessment, Brokerage Talent Reviews, etc.). This role is responsible for developing and driving talent planning efforts to create deeper talent pools of emerging and earlier career associates for development to create an enduring, deep and diverse pipeline of future leaders in Fidelity Brokerage.
The Team
The Brokerage Talent and Learning Team partners across the organization working in collaboration with Line HR to support and drive priorities in alignment with the business needs. Additionally, the team engages closely with the Talent, Learning and D&I Enterprise teams to collaborate on the design of Enterprise initiatives and the implementation of all strategies and programs into the Brokerage 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a member of the Fidelity Brokerage Talent and Learning (T&L) team, you will sit as a member of the leadership team facilitating the Brokerage Executive Talent strategy. You will partner with the Head of Brokerage Talent and Learning, the Enterprise Talent team and Brokerage HRLT to develop and drive the talent ecosystem to identify, know, develop and grow our leadership bench strength and successor readiness of the Brokerage SLT and ELT. If you are passionate about driving better integrated talent outcomes for associates and the firm through best-in-class talent, development and inclusion practices, this might be the right opportunity for you.
The Expertise Skills You Bring
The Director, Executive Talent Management will drive development and implementation of all Enterprise and Brokerage Executive Talent Strategies (Enterprise Talent Reviews (ETR), SLT Talent Forums, Critical Role Assessment, Brokerage Talent Reviews, etc.). This role is responsible for developing and driving talent planning efforts to create deeper talent pools of emerging and earlier career associates for development to create an enduring, deep and diverse pipeline of future leaders in Fidelity Brokerage.
The Team
The Brokerage Talent and Learning Team partners across the organization working in collaboration with Line HR to support and drive priorities in alignment with the business needs. Additionally, the team engages closely with the Talent, Learning and D&I Enterprise teams to collaborate on the design of Enterprise initiatives and the implementation of all strategies and programs into the Brokerage 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a member of the Fidelity Brokerage Talent and Learning (T&L) team, you will sit as a member of the leadership team facilitating the Brokerage Executive Talent strategy. You will partner with the Head of Brokerage Talent and Learning, the Enterprise Talent team and Brokerage HRLT to develop and drive the talent ecosystem to identify, know, develop and grow our leadership bench strength and successor readiness of the Brokerage SLT and ELT. If you are passionate about driving better integrated talent outcomes for associates and the firm through best-in-class talent, development and inclusion practices, this might be the right opportunity for you.
The Expertise Skills You Bring
The Director, Executive Talent Management will drive development and implementation of all Enterprise and Brokerage Executive Talent Strategies (Enterprise Talent Reviews (ETR), SLT Talent Forums, Critical Role Assessment, Brokerage Talent Reviews, etc.). This role is responsible for developing and driving talent planning efforts to create deeper talent pools of emerging and earlier career associates for development to create an enduring, deep and diverse pipeline of future leaders in Fidelity Brokerage.
The Team
The Brokerage Talent and Learning Team partners across the organization working in collaboration with Line HR to support and drive priorities in alignment with the business needs. Additionally, the team engages closely with the Talent, Learning and D&I Enterprise teams to collaborate on the design of Enterprise initiatives and the implementation of all strategies and programs into the Brokerage 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a member of the Fidelity Brokerage Talent and Learning (T&L) team, you will sit as a member of the leadership team facilitating the Brokerage Executive Talent strategy. You will partner with the Head of Brokerage Talent and Learning, the Enterprise Talent team and Brokerage HRLT to develop and drive the talent ecosystem to identify, know, develop and grow our leadership bench strength and successor readiness of the Brokerage SLT and ELT. If you are passionate about driving better integrated talent outcomes for associates and the firm through best-in-class talent, development and inclusion practices, this might be the right opportunity for you.
The Expertise Skills You Bring
The Director, Executive Talent Management will drive development and implementation of all Enterprise and Brokerage Executive Talent Strategies (Enterprise Talent Reviews (ETR), SLT Talent Forums, Critical Role Assessment, Brokerage Talent Reviews, etc.). This role is responsible for developing and driving talent planning efforts to create deeper talent pools of emerging and earlier career associates for development to create an enduring, deep and diverse pipeline of future leaders in Fidelity Brokerage.
The Team
The Brokerage Talent and Learning Team partners across the organization working in collaboration with Line HR to support and drive priorities in alignment with the business needs. Additionally, the team engages closely with the Talent, Learning and D&I Enterprise teams to collaborate on the design of Enterprise initiatives and the implementation of all strategies and programs into the Brokerage 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you passionate about shaping the future of learning? As the Director, Learning Products for Fidelity Brokerage, you will lead the design, development, and delivery of innovative learning solutions that empower associates to thrive in a rapidly evolving environment. This role is critical to advancing Fidelity Brokerage’s shift toward a more product-oriented approach to learning and performance outcomes!
The Expertise and Skills you Bring
The Director, Learning Products serves as the product owner for a portfolio of innovative learning solutions supporting Fidelity Brokerage. This role is responsible for translating business strategy into impactful learning experiences, leading a team of learning designers, and driving the exploration, implementation, and evaluation of emerging learning design experiences and technologies.
The Team
The Brokerage Talent and Learning Team partners across the organization working in collaboration with Line HR to support and drive priorities in alignment with the business needs. Additionally, the team engages closely with the Talent, Learning and D&I Enterprise teams to collaborate on the design of Enterprise initiatives and the implementation of all strategies and programs into the Brokerage 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you passionate about shaping the future of learning? As the Director, Learning Products for Fidelity Brokerage, you will lead the design, development, and delivery of innovative learning solutions that empower associates to thrive in a rapidly evolving environment. This role is critical to advancing Fidelity Brokerage’s shift toward a more product-oriented approach to learning and performance outcomes!
The Expertise and Skills you Bring
The Director, Learning Products serves as the product owner for a portfolio of innovative learning solutions supporting Fidelity Brokerage. This role is responsible for translating business strategy into impactful learning experiences, leading a team of learning designers, and driving the exploration, implementation, and evaluation of emerging learning design experiences and technologies.
The Team
The Brokerage Talent and Learning Team partners across the organization working in collaboration with Line HR to support and drive priorities in alignment with the business needs. Additionally, the team engages closely with the Talent, Learning and D&I Enterprise teams to collaborate on the design of Enterprise initiatives and the implementation of all strategies and programs into the Brokerage 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you passionate about shaping the future of learning? As the Director, Learning Products for Fidelity Brokerage, you will lead the design, development, and delivery of innovative learning solutions that empower associates to thrive in a rapidly evolving environment. This role is critical to advancing Fidelity Brokerage’s shift toward a more product-oriented approach to learning and performance outcomes!
The Expertise and Skills you Bring
The Director, Learning Products serves as the product owner for a portfolio of innovative learning solutions supporting Fidelity Brokerage. This role is responsible for translating business strategy into impactful learning experiences, leading a team of learning designers, and driving the exploration, implementation, and evaluation of emerging learning design experiences and technologies.
The Team
The Brokerage Talent and Learning Team partners across the organization working in collaboration with Line HR to support and drive priorities in alignment with the business needs. Additionally, the team engages closely with the Talent, Learning and D&I Enterprise teams to collaborate on the design of Enterprise initiatives and the implementation of all strategies and programs into the Brokerage 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you passionate about shaping the future of learning? As the Director, Learning Products for Fidelity Brokerage, you will lead the design, development, and delivery of innovative learning solutions that empower associates to thrive in a rapidly evolving environment. This role is critical to advancing Fidelity Brokerage’s shift toward a more product-oriented approach to learning and performance outcomes!
The Expertise and Skills you Bring
The Director, Learning Products serves as the product owner for a portfolio of innovative learning solutions supporting Fidelity Brokerage. This role is responsible for translating business strategy into impactful learning experiences, leading a team of learning designers, and driving the exploration, implementation, and evaluation of emerging learning design experiences and technologies.
The Team
The Brokerage Talent and Learning Team partners across the organization working in collaboration with Line HR to support and drive priorities in alignment with the business needs. Additionally, the team engages closely with the Talent, Learning and D&I Enterprise teams to collaborate on the design of Enterprise initiatives and the implementation of all strategies and programs into the Brokerage 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you passionate about shaping the future of learning? As the Director, Learning Products for Fidelity Brokerage, you will lead the design, development, and delivery of innovative learning solutions that empower associates to thrive in a rapidly evolving environment. This role is critical to advancing Fidelity Brokerage’s shift toward a more product-oriented approach to learning and performance outcomes!
The Expertise and Skills you Bring
The Director, Learning Products serves as the product owner for a portfolio of innovative learning solutions supporting Fidelity Brokerage. This role is responsible for translating business strategy into impactful learning experiences, leading a team of learning designers, and driving the exploration, implementation, and evaluation of emerging learning design experiences and technologies.
The Team
The Brokerage Talent and Learning Team partners across the organization working in collaboration with Line HR to support and drive priorities in alignment with the business needs. Additionally, the team engages closely with the Talent, Learning and D&I Enterprise teams to collaborate on the design of Enterprise initiatives and the implementation of all strategies and programs into the Brokerage 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you passionate about shaping the future of learning? As the Director, Learning Products for Fidelity Brokerage, you will lead the design, development, and delivery of innovative learning solutions that empower associates to thrive in a rapidly evolving environment. This role is critical to advancing Fidelity Brokerage’s shift toward a more product-oriented approach to learning and performance outcomes!
The Expertise and Skills you Bring
The Director, Learning Products serves as the product owner for a portfolio of innovative learning solutions supporting Fidelity Brokerage. This role is responsible for translating business strategy into impactful learning experiences, leading a team of learning designers, and driving the exploration, implementation, and evaluation of emerging learning design experiences and technologies.
The Team
The Brokerage Talent and Learning Team partners across the organization working in collaboration with Line HR to support and drive priorities in alignment with the business needs. Additionally, the team engages closely with the Talent, Learning and D&I Enterprise teams to collaborate on the design of Enterprise initiatives and the implementation of all strategies and programs into the Brokerage 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you ready to shape the future of early talent at Fidelity Investments? The University Talent team is seeking a Director, Early Talent Strategy and Experiences to define and scale how we build, engage, and strengthen early talent pipelines across technical and non-technical areas.
This role is critical in expanding how we connect with talent earlier in their journey and aligning those efforts to evolving business and skill needs. You will lead a portfolio of initiatives that create meaningful, high-quality experiences—from early identification through experiential learning—that deepen engagement and strengthen long-term pipeline health.
You will also evolve our Co‑op offering into a more integrated, enterprise-aligned experience that complements our broader early talent strategy and connects more intentionally with other programs, including FIDTERN.
We are seeking a thoughtful and driven leader who brings a strategic perspective, strong collaboration skills, and the ability to influence across teams. You translate ideas into action, build scalable approaches, and deliver measurable impact aligned to Fidelity’s future talent priorities.
The Expertise and Skills You Bring
The Team
We are part of the broader Talent organization at Fidelity Investments. Our mission is to deliver high-quality experiences that build and strengthen early talent pipelines in support of Fidelity’s long-term hiring needs. We are committed to fostering a culture of inclusion and belonging that attracts, develops, and retains a diverse workforce.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you ready to shape the future of early talent at Fidelity Investments? The University Talent team is seeking a Director, Early Talent Strategy and Experiences to define and scale how we build, engage, and strengthen early talent pipelines across technical and non-technical areas.
This role is critical in expanding how we connect with talent earlier in their journey and aligning those efforts to evolving business and skill needs. You will lead a portfolio of initiatives that create meaningful, high-quality experiences—from early identification through experiential learning—that deepen engagement and strengthen long-term pipeline health.
You will also evolve our Co‑op offering into a more integrated, enterprise-aligned experience that complements our broader early talent strategy and connects more intentionally with other programs, including FIDTERN.
We are seeking a thoughtful and driven leader who brings a strategic perspective, strong collaboration skills, and the ability to influence across teams. You translate ideas into action, build scalable approaches, and deliver measurable impact aligned to Fidelity’s future talent priorities.
The Expertise and Skills You Bring
The Team
We are part of the broader Talent organization at Fidelity Investments. Our mission is to deliver high-quality experiences that build and strengthen early talent pipelines in support of Fidelity’s long-term hiring needs. We are committed to fostering a culture of inclusion and belonging that attracts, develops, and retains a diverse workforce.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you ready to shape the future of early talent at Fidelity Investments? The University Talent team is seeking a Director, Early Talent Strategy and Experiences to define and scale how we build, engage, and strengthen early talent pipelines across technical and non-technical areas.
This role is critical in expanding how we connect with talent earlier in their journey and aligning those efforts to evolving business and skill needs. You will lead a portfolio of initiatives that create meaningful, high-quality experiences—from early identification through experiential learning—that deepen engagement and strengthen long-term pipeline health.
You will also evolve our Co‑op offering into a more integrated, enterprise-aligned experience that complements our broader early talent strategy and connects more intentionally with other programs, including FIDTERN.
We are seeking a thoughtful and driven leader who brings a strategic perspective, strong collaboration skills, and the ability to influence across teams. You translate ideas into action, build scalable approaches, and deliver measurable impact aligned to Fidelity’s future talent priorities.
The Expertise and Skills You Bring
The Team
We are part of the broader Talent organization at Fidelity Investments. Our mission is to deliver high-quality experiences that build and strengthen early talent pipelines in support of Fidelity’s long-term hiring needs. We are committed to fostering a culture of inclusion and belonging that attracts, develops, and retains a diverse workforce.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Role
We are seeking a Director, Product Management – Go-To-Market (GTM) to lead the commercialization of incubated products. This leader will own how new offerings are positioned, launched, and scaled—working across product, marketing, distribution, and client teams to bring innovative solutions to market successfully.
This role blends product strategy, customer insight, and commercialization execution, ensuring that emerging technologies translate into compelling, differentiated offerings with clear market adoption paths. Candidates must thrive in fast-paced, ambiguous environments with high uncertainty and rapid iteration. You will monitor adoption metrics and continuously optime GTM performance and translate insights into actionable GTM / product designs.
You will lead the go-to-market strategy and execution for new products emerging from FCAT incubation. Your mission is to transform innovative concepts into market-ready, revenue-generating solutions with clear value propositions, defined target segments, and scalable distribution strategies. You will establish target segments, ideal customer profiles, and buyer journeys. You will also influence revenue growth through strategic initiatives, partnerships, and distribution expansion.
You are both a strategist and operator—connecting customer needs, product capabilities, and distribution channels to drive adoption and growth.
The Expertise and Skills You Bring
The Team
Fidelity Center for Applied Technology (FCAT) catalyzes innovation across Fidelity and for our clients. We incubate new products, services, and capabilities often starting from a blank page and accelerate them from concept to market.
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.
Note: Fidelity will not provide immigration sponsorship for this position
The Role
We are seeking a Director, Product Management – Go-To-Market (GTM) to lead the commercialization of incubated products. This leader will own how new offerings are positioned, launched, and scaled—working across product, marketing, distribution, and client teams to bring innovative solutions to market successfully.
This role blends product strategy, customer insight, and commercialization execution, ensuring that emerging technologies translate into compelling, differentiated offerings with clear market adoption paths. Candidates must thrive in fast-paced, ambiguous environments with high uncertainty and rapid iteration. You will monitor adoption metrics and continuously optime GTM performance and translate insights into actionable GTM / product designs.
You will lead the go-to-market strategy and execution for new products emerging from FCAT incubation. Your mission is to transform innovative concepts into market-ready, revenue-generating solutions with clear value propositions, defined target segments, and scalable distribution strategies. You will establish target segments, ideal customer profiles, and buyer journeys. You will also influence revenue growth through strategic initiatives, partnerships, and distribution expansion.
You are both a strategist and operator—connecting customer needs, product capabilities, and distribution channels to drive adoption and growth.
The Expertise and Skills You Bring
The Team
Fidelity Center for Applied Technology (FCAT) catalyzes innovation across Fidelity and for our clients. We incubate new products, services, and capabilities often starting from a blank page and accelerate them from concept to market.
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.
Note: Fidelity will not provide immigration sponsorship for this position
The Role
We are seeking a Director, Product Management – Go-To-Market (GTM) to lead the commercialization of incubated products. This leader will own how new offerings are positioned, launched, and scaled—working across product, marketing, distribution, and client teams to bring innovative solutions to market successfully.
This role blends product strategy, customer insight, and commercialization execution, ensuring that emerging technologies translate into compelling, differentiated offerings with clear market adoption paths. Candidates must thrive in fast-paced, ambiguous environments with high uncertainty and rapid iteration. You will monitor adoption metrics and continuously optime GTM performance and translate insights into actionable GTM / product designs.
You will lead the go-to-market strategy and execution for new products emerging from FCAT incubation. Your mission is to transform innovative concepts into market-ready, revenue-generating solutions with clear value propositions, defined target segments, and scalable distribution strategies. You will establish target segments, ideal customer profiles, and buyer journeys. You will also influence revenue growth through strategic initiatives, partnerships, and distribution expansion.
You are both a strategist and operator—connecting customer needs, product capabilities, and distribution channels to drive adoption and growth.
The Expertise and Skills You Bring
The Team
Fidelity Center for Applied Technology (FCAT) catalyzes innovation across Fidelity and for our clients. We incubate new products, services, and capabilities often starting from a blank page and accelerate them from concept to market.
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.
Note: Fidelity will not provide immigration sponsorship for this position
The Role
We are seeking a Director, Product Management – Go-To-Market (GTM) to lead the commercialization of incubated products. This leader will own how new offerings are positioned, launched, and scaled—working across product, marketing, distribution, and client teams to bring innovative solutions to market successfully.
This role blends product strategy, customer insight, and commercialization execution, ensuring that emerging technologies translate into compelling, differentiated offerings with clear market adoption paths. Candidates must thrive in fast-paced, ambiguous environments with high uncertainty and rapid iteration. You will monitor adoption metrics and continuously optime GTM performance and translate insights into actionable GTM / product designs.
You will lead the go-to-market strategy and execution for new products emerging from FCAT incubation. Your mission is to transform innovative concepts into market-ready, revenue-generating solutions with clear value propositions, defined target segments, and scalable distribution strategies. You will establish target segments, ideal customer profiles, and buyer journeys. You will also influence revenue growth through strategic initiatives, partnerships, and distribution expansion.
You are both a strategist and operator—connecting customer needs, product capabilities, and distribution channels to drive adoption and growth.
The Expertise and Skills You Bring
The Team
Fidelity Center for Applied Technology (FCAT) catalyzes innovation across Fidelity and for our clients. We incubate new products, services, and capabilities often starting from a blank page and accelerate them from concept to market.
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.
As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture 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 We’re Looking For
The Purpose of Your Role
The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.
The Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
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.
Financial Representative
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
The Expertise We’re Looking For
Customer service, phone, or financial services experience will prepare you for this role
Banking, insurance, or financial experience is an excellent addition to your experience
We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role
It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You Bring
Superb interpersonal skills and passion to engage with clients
An aptitude to assess client needs and identify opportunities
Remarkable attention to detail and ability to prioritize
Organizational skills to manage multiple tasks
Being coachable, collaborative, and curious are your "go to" attributes
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
A key member of the team, you are offering support to Fidelity’s most valuable clients daily
By identifying leads and making effective introductions, you are directly impacting the success of the branch
Your efforts will be valued by clients and you will find working with those clients a rewarding experience
As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Wealth Planner
Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.
The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.
The Expertise We’re Looking For
Bachelor’s Degree highly preferred
CFP highly preferred
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.
Required: 3-5 years of financial planning experience, 5+ years preferred
Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.) Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)
The Purpose of Your Role
As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.
The Skills You Bring
Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families
Experience with and/or knowledge of behavioral economics and family psychology
Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)
Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance
Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals
Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)
Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.
Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment
Ambitious spirit and the ability to work collaboratively across an organization to achieve results
Tech savvy, embraces and integrates technology to run a planning practice
Excellent team member and leadership skills
Note: Fidelity will not provide immigration sponsorship for this position.
The Value You Deliver
You are helping families grow, manage, and protect their assets by:
Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity
Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs
Using sophisticated planning software to build, analyze, and deliver personalized plans for clients
Guiding and implementing financial plans into the appropriate solutions based on client goals
Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer
Driving loyalty, share of wallet, and referrals from existing customers
Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning
How Your Work Impacts the Organization
As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial 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.
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.
]]>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 identifying opportunities to deepen relationships.
Note: Fidelity is not providing immigration sponsorship for this position
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We’re Looking For
The Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.
Please note this role requires in-person attendance in the assigned Branch location.
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Manager, Meetings and Events will deliver best-in-class event experiences for the firm’s associates, clients, and prospects. They will have a natural curiosity for business strategy and demonstrate their skills to create and flawlessly complete programmatic experiences that support the objectives.
The candidate will be experienced in project management, including creating and managing budgets, creating timelines and work plans, leading planning meetings and collaborating with business partners to drive toward deliverables. We are looking for a good communicator who keeps partners informed. The candidate will be in command of complex event logistics, including, but not limited to sourcing and managing speakers and vendors, and creating dynamic production schedules.
The ideal candidate is skilled at producing both in-person and virtual experiences! They are comfortable with digital environments and have a proven track record of creating high quality virtual events using various technology platforms
The dynamic Meetings and Events team collaborate with business partners on the planning, budgeting, and design of all internal and client events. The team manages over 1000 events a year with a focus on creating seamless and memorable experiences that support business and firm-wide 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Manager, Meetings and Events will deliver best-in-class event experiences for the firm’s associates, clients, and prospects. They will have a natural curiosity for business strategy and demonstrate their skills to create and flawlessly complete programmatic experiences that support the objectives.
The candidate will be experienced in project management, including creating and managing budgets, creating timelines and work plans, leading planning meetings and collaborating with business partners to drive toward deliverables. We are looking for a good communicator who keeps partners informed. The candidate will be in command of complex event logistics, including, but not limited to sourcing and managing speakers and vendors, and creating dynamic production schedules.
The ideal candidate is skilled at producing both in-person and virtual experiences! They are comfortable with digital environments and have a proven track record of creating high quality virtual events using various technology platforms
The dynamic Meetings and Events team collaborate with business partners on the planning, budgeting, and design of all internal and client events. The team manages over 1000 events a year with a focus on creating seamless and memorable experiences that support business and firm-wide 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.
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
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.
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.
]]>Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
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.
]]>Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
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.
]]>Senior Manager, Executive Talent Acquisition Partner
Note: Fidelity will not provide immigration sponsorship for this position
The Role
Fidelity Investments is seeking a Senior Manager, Executive Talent Acquisition Partner to execute executive hiring strategies for the firm’s most critical leadership roles. This individual will serve as a trusted partner to the enterprise, using market intelligence, executive search expertise, and sourcing strategies to attract and engage leadership talent across the enterprise.
As a Senior Manager, you will lead executive search strategy for high-impact roles, partnering closely with senior leaders to define talent needs, assess market dynamics, and deliver exceptional hiring outcomes. You will drive a rigorous, insight-led search process that reflects best-in-class executive recruiting practices while ensuring a highly differentiated candidate and stakeholder experience.
This role requires the ability to operate at both a strategic and executional level owning complex searches end-to-end while influencing leadership decisions through data, judgment, and market expertise.
The Expertise and Skills You Bring
The Team
The Executive Talent team operates at the center of Fidelity’s leadership strategy, partnering across all business units to recruit and advise on the firm’s most senior hires. Reporting to the Vice President of Executive Talent Acquisition, this role plays a critical part in shaping leadership teams and advancing Fidelity’s enterprise priorities.
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.
Senior Manager, Executive Talent Acquisition Partner
Note: Fidelity will not provide immigration sponsorship for this position
The Role
Fidelity Investments is seeking a Senior Manager, Executive Talent Acquisition Partner to execute executive hiring strategies for the firm’s most critical leadership roles. This individual will serve as a trusted partner to the enterprise, using market intelligence, executive search expertise, and sourcing strategies to attract and engage leadership talent across the enterprise.
As a Senior Manager, you will lead executive search strategy for high-impact roles, partnering closely with senior leaders to define talent needs, assess market dynamics, and deliver exceptional hiring outcomes. You will drive a rigorous, insight-led search process that reflects best-in-class executive recruiting practices while ensuring a highly differentiated candidate and stakeholder experience.
This role requires the ability to operate at both a strategic and executional level owning complex searches end-to-end while influencing leadership decisions through data, judgment, and market expertise.
The Expertise and Skills You Bring
The Team
The Executive Talent team operates at the center of Fidelity’s leadership strategy, partnering across all business units to recruit and advise on the firm’s most senior hires. Reporting to the Vice President of Executive Talent Acquisition, this role plays a critical part in shaping leadership teams and advancing Fidelity’s enterprise priorities.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you eager to offer flawless dining experiences and remarkable service at Fidelity Investments' Signature Venue spaces? In the role of Dining Room Coordinator, you will make VIP guests enjoy world-class dining service, from setup to service, to breakdown, all supervised by our Dining Room Manager. Your position will play a vital part in sustaining our high standards and designing memorable dining occasions which embody Fidelity's dedication to excellence!
The Expertise and Skills You Bring
To succeed in this position, you will need a combination of demonstrated skill and strong motivation. We require at least a GED or equivalent experience, with a college degree being advantageous. Your experience should involve fine dining, and knowledge of allergens and dietary needs is helpful. Certifications such as Servsafe and FARE allergen training are preferred.
Your abilities should include a firm grasp of fine dining service protocols, food and drink combinations, and knowledge of cooking techniques. You must manage dining and beverage tools skillfully and show excellent interpersonal communication skills. Maintaining discretion with confidential guest information is crucial. You should also work well within a group setting and adjust quickly in a busy hospitality atmosphere.
The Team
At Fidelity Investments, we prioritize a culture of inclusion and belonging, attracting and maintaining a diverse workforce. Our team is dedicated to providing excellent service to our customers. As a Dining Room Coordinator, you will serve as a vital member of our hospitality group. You will engage with numerous partners at Fidelity and facilitate smooth communication with other departments. We concentrate on innovation and quality, and our strongest resource is our people, who contribute to our achievements through cooperative effort and high service standards.
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.
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We’re Looking For
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up
Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
The Skills You Bring
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.
Please note this role requires in-person attendance in the assigned Branch location.
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Responsible for representing and protecting Fidelity in the drafting and negotiation of various types of agreements with Fidelity’s defined contribution clients. The Director of Contracts works with Sales, Relationship Management, Operations, Finance, Product Management, Compliance, Finance and Corporate Legal to reach the desired business goals of Fidelity, while managing legal/compliance risk for Fidelity.
The Expertise and Skills You Bring
Requires a JD
5 to 8 years legal experience, involving contracts negotiation and drafting
You possess excellent problem-solving skills that will enable you to function as the primary representative in the resolution of complex negotiation issues with clients and their counsel (internal and external)
You take initiative in identifying and resolving contracting issues and in developing creative solutions that address client concerns and protect Fidelity
You mentor associates and develop a training program to increase the contract negotiation skills of junior associates.
You serve in a client-facing capacity to resolve escalated contract negotiations.
You have outstanding oral, written communications skills
You possess outstanding analytical, relationship management, negotiation and influence skills and are able to work collaboratively with Fidelity Corporate Legal, as well as with clients and their counsel
You successfully drive to completion the drafting and negotiation and execution of agreements on behalf of Fidelity’s Workplace Investing business with minimal supervision
You serve as the face of Fidelity in negotiations with clients and provide one of the first customer experiences for new clients
You use your analytic and creativity skills to find compromise in negotiations that meets the clients’ needs while still protecting Fidelity
You provide solutions and work closely with the business to support growth and retention
You provide leadership in the deals you negotiate and serve as a subject matter expert for contractual issues and questions from business partners
You create relationships across Fidelity and work closely with a team of professionals to deliver outstanding service to our business
The Team
The Contracts team is an organization of professionals who own the legal, risk and business contractual framework for trust and other service agreements with our Workplace Investing clients. We are part of the larger Workplace Investing Organization. We are client-facing associates who partner with the sales, relationship management, product management, compliance and internal legal teams in all phases of the contracting process. We strive to create strong client relationships, while protecting the firm from risk.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Responsible for representing and protecting Fidelity in the drafting and negotiation of various types of agreements with Fidelity’s defined contribution clients. The Director of Contracts works with Sales, Relationship Management, Operations, Finance, Product Management, Compliance, Finance and Corporate Legal to reach the desired business goals of Fidelity, while managing legal/compliance risk for Fidelity.
The Expertise and Skills You Bring
Requires a JD
5 to 8 years legal experience, involving contracts negotiation and drafting
You possess excellent problem-solving skills that will enable you to function as the primary representative in the resolution of complex negotiation issues with clients and their counsel (internal and external)
You take initiative in identifying and resolving contracting issues and in developing creative solutions that address client concerns and protect Fidelity
You mentor associates and develop a training program to increase the contract negotiation skills of junior associates.
You serve in a client-facing capacity to resolve escalated contract negotiations.
You have outstanding oral, written communications skills
You possess outstanding analytical, relationship management, negotiation and influence skills and are able to work collaboratively with Fidelity Corporate Legal, as well as with clients and their counsel
You successfully drive to completion the drafting and negotiation and execution of agreements on behalf of Fidelity’s Workplace Investing business with minimal supervision
You serve as the face of Fidelity in negotiations with clients and provide one of the first customer experiences for new clients
You use your analytic and creativity skills to find compromise in negotiations that meets the clients’ needs while still protecting Fidelity
You provide solutions and work closely with the business to support growth and retention
You provide leadership in the deals you negotiate and serve as a subject matter expert for contractual issues and questions from business partners
You create relationships across Fidelity and work closely with a team of professionals to deliver outstanding service to our business
The Team
The Contracts team is an organization of professionals who own the legal, risk and business contractual framework for trust and other service agreements with our Workplace Investing clients. We are part of the larger Workplace Investing Organization. We are client-facing associates who partner with the sales, relationship management, product management, compliance and internal legal teams in all phases of the contracting process. We strive to create strong client relationships, while protecting the firm from risk.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Responsible for representing and protecting Fidelity in the drafting and negotiation of various types of agreements with Fidelity’s defined contribution clients. The Director of Contracts works with Sales, Relationship Management, Operations, Finance, Product Management, Compliance, Finance and Corporate Legal to reach the desired business goals of Fidelity, while managing legal/compliance risk for Fidelity.
The Expertise and Skills You Bring
Requires a JD
5 to 8 years legal experience, involving contracts negotiation and drafting
You possess excellent problem-solving skills that will enable you to function as the primary representative in the resolution of complex negotiation issues with clients and their counsel (internal and external)
You take initiative in identifying and resolving contracting issues and in developing creative solutions that address client concerns and protect Fidelity
You mentor associates and develop a training program to increase the contract negotiation skills of junior associates.
You serve in a client-facing capacity to resolve escalated contract negotiations.
You have outstanding oral, written communications skills
You possess outstanding analytical, relationship management, negotiation and influence skills and are able to work collaboratively with Fidelity Corporate Legal, as well as with clients and their counsel
You successfully drive to completion the drafting and negotiation and execution of agreements on behalf of Fidelity’s Workplace Investing business with minimal supervision
You serve as the face of Fidelity in negotiations with clients and provide one of the first customer experiences for new clients
You use your analytic and creativity skills to find compromise in negotiations that meets the clients’ needs while still protecting Fidelity
You provide solutions and work closely with the business to support growth and retention
You provide leadership in the deals you negotiate and serve as a subject matter expert for contractual issues and questions from business partners
You create relationships across Fidelity and work closely with a team of professionals to deliver outstanding service to our business
The Team
The Contracts team is an organization of professionals who own the legal, risk and business contractual framework for trust and other service agreements with our Workplace Investing clients. We are part of the larger Workplace Investing Organization. We are client-facing associates who partner with the sales, relationship management, product management, compliance and internal legal teams in all phases of the contracting process. We strive to create strong client relationships, while protecting the firm from risk.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Responsible for representing and protecting Fidelity in the drafting and negotiation of various types of agreements with Fidelity’s defined contribution clients. The Director of Contracts works with Sales, Relationship Management, Operations, Finance, Product Management, Compliance, Finance and Corporate Legal to reach the desired business goals of Fidelity, while managing legal/compliance risk for Fidelity.
The Expertise and Skills You Bring
Requires a JD
5 to 8 years legal experience, involving contracts negotiation and drafting
You possess excellent problem-solving skills that will enable you to function as the primary representative in the resolution of complex negotiation issues with clients and their counsel (internal and external)
You take initiative in identifying and resolving contracting issues and in developing creative solutions that address client concerns and protect Fidelity
You mentor associates and develop a training program to increase the contract negotiation skills of junior associates.
You serve in a client-facing capacity to resolve escalated contract negotiations.
You have outstanding oral, written communications skills
You possess outstanding analytical, relationship management, negotiation and influence skills and are able to work collaboratively with Fidelity Corporate Legal, as well as with clients and their counsel
You successfully drive to completion the drafting and negotiation and execution of agreements on behalf of Fidelity’s Workplace Investing business with minimal supervision
You serve as the face of Fidelity in negotiations with clients and provide one of the first customer experiences for new clients
You use your analytic and creativity skills to find compromise in negotiations that meets the clients’ needs while still protecting Fidelity
You provide solutions and work closely with the business to support growth and retention
You provide leadership in the deals you negotiate and serve as a subject matter expert for contractual issues and questions from business partners
You create relationships across Fidelity and work closely with a team of professionals to deliver outstanding service to our business
The Team
The Contracts team is an organization of professionals who own the legal, risk and business contractual framework for trust and other service agreements with our Workplace Investing clients. We are part of the larger Workplace Investing Organization. We are client-facing associates who partner with the sales, relationship management, product management, compliance and internal legal teams in all phases of the contracting process. We strive to create strong client relationships, while protecting the firm from risk.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The DeFi Product Manager is responsible for designing, evaluating, and scaling institutional-grade DeFi investment products, with a primary focus on protocol assessment, vault construction, and ongoing portfolio curation. This role sits at the intersection of traditional capital markets, investment risk management, and on-chain financial infrastructure, translating DeFi primitives into investable, co mpliant, and risk-managed products for investors.
The role requires deep technical fluency in blockchain and smart-contract systems, strong investment judgment grounded in traditional finance, and extensive operating relationships across the DeFi ecosystem. The successful candidate will combine the judgment of a seasoned investment professional with the technical fluency of a DeFi native. They will be capable of structuring differentiated on-chain products, identifying and mitigating risk before it materializes, and serving as a credible bridge between traditional investment managers and the DeFi ecosystem.
DeFi Protocol Evaluation & Due Diligence
Economic and incentive design (tokenomics, liquidity dynamics, fee structures)
Governance frameworks and decentralization maturity
Oracle dependencies, cross-chain risk, and composability exposure
Assess protocol risk across market, liquidity, counterparty, technical, and governance dimensions.
Maintain a living protocol risk taxonomy and scoring framework aligned with institutional risk standards.
Vault Design, Construction & Curation
Design and launch on-chain vaults and structured DeFi strategies (e.g., yield, carry, delta-neutral, liquidity provision, structured credit).
Curate vault parameters including asset eligibility, allocation limits, rebalancing logic, and risk constraints.
Oversee ongoing vault monitoring, performance attribution, and risk reporting.
Work closely with engineering teams to translate investment logic into smart-contract-enforced rules.
Investment & Risk Management Integration
Apply traditional portfolio construction, risk budgeting, and capital markets frameworks to on-chain strategies.
Define stress testing, scenario analysis, and drawdown management approaches for DeFi portfolios.
Partner with legal, compliance, and operations teams to ensure products meet institutional governance and fiduciary expectations.
Support investment committee materials, protocol memos, and board-level product reviews.
Ecosystem Engagement & Product Sourcing
Maintain deep, active relationships across the DeFi ecosystem, including protocol founders, core developers, DAO contributors, auditors, and infrastructure providers.
Source early-stage protocol opportunities and influence roadmap discussions relevant to institutional use cases.
Represent the firm in DeFi governance forums, working groups, and industry initiatives.
Monitor emerging DeFi primitives, L2s, app-chains, restaking, and cross-chain infrastructure relevant to vault strategies.
The Expertise and Skills You Bring
Investment & Capital Markets Experience
7–12+ years of experience across asset management, trading, structured products, derivatives, or capital markets.
Demonstrated experience with portfolio construction, risk management, and investment decision-making.
Strong understanding of fixed income, derivatives, financing markets, and liquidity dynamics.
DeFi & Blockchain Expertise
Deep understanding of blockchain architecture (Ethereum, L2s, Solana, and emerging ecosystems).
Strong working knowledge of smart contracts, DeFi primitives (AMMs, lending, derivatives, staking, restaking), and on-chain governance.
Experience evaluating smart-contract risk and interpreting audit reports (no coding requirement, but technical fluency required).
Familiarity with MEV, oracle design, cross-chain bridges, and protocol upgrade patterns.
Product & Ecosystem Leadership
Proven ability to design investment products from concept through launch and ongoing management.
Extensive network across the DeFi ecosystem with a track record of trusted relationships.
Strong written and verbal communication skills, with the ability to translate complex on-chain mechanics into investment-grade narratives.
Prior experience building and/or managing on-chain vaults, structured DeFi products, or protocol-level strategies.
Experience working in or alongside DAOs, protocol foundations, or DeFi infrastructure firms.
Exposure to regulated investment products, institutional custody, or fund operations.
CFA, advanced finance degree, or technical background in computer science or engineering.
The Team
Fidelity Digital Asset Management (FDAM) is Fidelity Investments’ digital asset investment platform, offering products and services designed to meet the needs of retail, intermediary, and institutional clients. As part of the Asset Management division, FDAM brings Fidelity’s research-led investment culture to digital assets—evaluating opportunities across the ecosystem and building client-focused investment solutions.
FDAM is a well-resourced team with support from Asset Management and the broader Fidelity enterprise, driving the development of critical digital asset infrastructure for the firm. We foster an entrepreneurial culture that leverages the latest technologies to create new products and capabilities, integrating traditional and on-chain markets to deliver innovative solutions for investors.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The DeFi Product Manager is responsible for designing, evaluating, and scaling institutional-grade DeFi investment products, with a primary focus on protocol assessment, vault construction, and ongoing portfolio curation. This role sits at the intersection of traditional capital markets, investment risk management, and on-chain financial infrastructure, translating DeFi primitives into investable, co mpliant, and risk-managed products for investors.
The role requires deep technical fluency in blockchain and smart-contract systems, strong investment judgment grounded in traditional finance, and extensive operating relationships across the DeFi ecosystem. The successful candidate will combine the judgment of a seasoned investment professional with the technical fluency of a DeFi native. They will be capable of structuring differentiated on-chain products, identifying and mitigating risk before it materializes, and serving as a credible bridge between traditional investment managers and the DeFi ecosystem.
DeFi Protocol Evaluation & Due Diligence
Economic and incentive design (tokenomics, liquidity dynamics, fee structures)
Governance frameworks and decentralization maturity
Oracle dependencies, cross-chain risk, and composability exposure
Assess protocol risk across market, liquidity, counterparty, technical, and governance dimensions.
Maintain a living protocol risk taxonomy and scoring framework aligned with institutional risk standards.
Vault Design, Construction & Curation
Design and launch on-chain vaults and structured DeFi strategies (e.g., yield, carry, delta-neutral, liquidity provision, structured credit).
Curate vault parameters including asset eligibility, allocation limits, rebalancing logic, and risk constraints.
Oversee ongoing vault monitoring, performance attribution, and risk reporting.
Work closely with engineering teams to translate investment logic into smart-contract-enforced rules.
Investment & Risk Management Integration
Apply traditional portfolio construction, risk budgeting, and capital markets frameworks to on-chain strategies.
Define stress testing, scenario analysis, and drawdown management approaches for DeFi portfolios.
Partner with legal, compliance, and operations teams to ensure products meet institutional governance and fiduciary expectations.
Support investment committee materials, protocol memos, and board-level product reviews.
Ecosystem Engagement & Product Sourcing
Maintain deep, active relationships across the DeFi ecosystem, including protocol founders, core developers, DAO contributors, auditors, and infrastructure providers.
Source early-stage protocol opportunities and influence roadmap discussions relevant to institutional use cases.
Represent the firm in DeFi governance forums, working groups, and industry initiatives.
Monitor emerging DeFi primitives, L2s, app-chains, restaking, and cross-chain infrastructure relevant to vault strategies.
The Expertise and Skills You Bring
Investment & Capital Markets Experience
7–12+ years of experience across asset management, trading, structured products, derivatives, or capital markets.
Demonstrated experience with portfolio construction, risk management, and investment decision-making.
Strong understanding of fixed income, derivatives, financing markets, and liquidity dynamics.
DeFi & Blockchain Expertise
Deep understanding of blockchain architecture (Ethereum, L2s, Solana, and emerging ecosystems).
Strong working knowledge of smart contracts, DeFi primitives (AMMs, lending, derivatives, staking, restaking), and on-chain governance.
Experience evaluating smart-contract risk and interpreting audit reports (no coding requirement, but technical fluency required).
Familiarity with MEV, oracle design, cross-chain bridges, and protocol upgrade patterns.
Product & Ecosystem Leadership
Proven ability to design investment products from concept through launch and ongoing management.
Extensive network across the DeFi ecosystem with a track record of trusted relationships.
Strong written and verbal communication skills, with the ability to translate complex on-chain mechanics into investment-grade narratives.
Prior experience building and/or managing on-chain vaults, structured DeFi products, or protocol-level strategies.
Experience working in or alongside DAOs, protocol foundations, or DeFi infrastructure firms.
Exposure to regulated investment products, institutional custody, or fund operations.
CFA, advanced finance degree, or technical background in computer science or engineering.
The Team
Fidelity Digital Asset Management (FDAM) is Fidelity Investments’ digital asset investment platform, offering products and services designed to meet the needs of retail, intermediary, and institutional clients. As part of the Asset Management division, FDAM brings Fidelity’s research-led investment culture to digital assets—evaluating opportunities across the ecosystem and building client-focused investment solutions.
FDAM is a well-resourced team with support from Asset Management and the broader Fidelity enterprise, driving the development of critical digital asset infrastructure for the firm. We foster an entrepreneurial culture that leverages the latest technologies to create new products and capabilities, integrating traditional and on-chain markets to deliver innovative solutions for investors.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The DeFi Product Manager is responsible for designing, evaluating, and scaling institutional-grade DeFi investment products, with a primary focus on protocol assessment, vault construction, and ongoing portfolio curation. This role sits at the intersection of traditional capital markets, investment risk management, and on-chain financial infrastructure, translating DeFi primitives into investable, co mpliant, and risk-managed products for investors.
The role requires deep technical fluency in blockchain and smart-contract systems, strong investment judgment grounded in traditional finance, and extensive operating relationships across the DeFi ecosystem. The successful candidate will combine the judgment of a seasoned investment professional with the technical fluency of a DeFi native. They will be capable of structuring differentiated on-chain products, identifying and mitigating risk before it materializes, and serving as a credible bridge between traditional investment managers and the DeFi ecosystem.
DeFi Protocol Evaluation & Due Diligence
Economic and incentive design (tokenomics, liquidity dynamics, fee structures)
Governance frameworks and decentralization maturity
Oracle dependencies, cross-chain risk, and composability exposure
Assess protocol risk across market, liquidity, counterparty, technical, and governance dimensions.
Maintain a living protocol risk taxonomy and scoring framework aligned with institutional risk standards.
Vault Design, Construction & Curation
Design and launch on-chain vaults and structured DeFi strategies (e.g., yield, carry, delta-neutral, liquidity provision, structured credit).
Curate vault parameters including asset eligibility, allocation limits, rebalancing logic, and risk constraints.
Oversee ongoing vault monitoring, performance attribution, and risk reporting.
Work closely with engineering teams to translate investment logic into smart-contract-enforced rules.
Investment & Risk Management Integration
Apply traditional portfolio construction, risk budgeting, and capital markets frameworks to on-chain strategies.
Define stress testing, scenario analysis, and drawdown management approaches for DeFi portfolios.
Partner with legal, compliance, and operations teams to ensure products meet institutional governance and fiduciary expectations.
Support investment committee materials, protocol memos, and board-level product reviews.
Ecosystem Engagement & Product Sourcing
Maintain deep, active relationships across the DeFi ecosystem, including protocol founders, core developers, DAO contributors, auditors, and infrastructure providers.
Source early-stage protocol opportunities and influence roadmap discussions relevant to institutional use cases.
Represent the firm in DeFi governance forums, working groups, and industry initiatives.
Monitor emerging DeFi primitives, L2s, app-chains, restaking, and cross-chain infrastructure relevant to vault strategies.
The Expertise and Skills You Bring
Investment & Capital Markets Experience
7–12+ years of experience across asset management, trading, structured products, derivatives, or capital markets.
Demonstrated experience with portfolio construction, risk management, and investment decision-making.
Strong understanding of fixed income, derivatives, financing markets, and liquidity dynamics.
DeFi & Blockchain Expertise
Deep understanding of blockchain architecture (Ethereum, L2s, Solana, and emerging ecosystems).
Strong working knowledge of smart contracts, DeFi primitives (AMMs, lending, derivatives, staking, restaking), and on-chain governance.
Experience evaluating smart-contract risk and interpreting audit reports (no coding requirement, but technical fluency required).
Familiarity with MEV, oracle design, cross-chain bridges, and protocol upgrade patterns.
Product & Ecosystem Leadership
Proven ability to design investment products from concept through launch and ongoing management.
Extensive network across the DeFi ecosystem with a track record of trusted relationships.
Strong written and verbal communication skills, with the ability to translate complex on-chain mechanics into investment-grade narratives.
Prior experience building and/or managing on-chain vaults, structured DeFi products, or protocol-level strategies.
Experience working in or alongside DAOs, protocol foundations, or DeFi infrastructure firms.
Exposure to regulated investment products, institutional custody, or fund operations.
CFA, advanced finance degree, or technical background in computer science or engineering.
The Team
Fidelity Digital Asset Management (FDAM) is Fidelity Investments’ digital asset investment platform, offering products and services designed to meet the needs of retail, intermediary, and institutional clients. As part of the Asset Management division, FDAM brings Fidelity’s research-led investment culture to digital assets—evaluating opportunities across the ecosystem and building client-focused investment solutions.
FDAM is a well-resourced team with support from Asset Management and the broader Fidelity enterprise, driving the development of critical digital asset infrastructure for the firm. We foster an entrepreneurial culture that leverages the latest technologies to create new products and capabilities, integrating traditional and on-chain markets to deliver innovative solutions for investors.
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.
Director, University Talent Strategy, Operations & Insights
Note: Fidelity will not provide immigration sponsorship for this position
The Role
Are you ready to build the future of early career hiring at Fidelity Investments? The University Talent team is seeking a Director, Strategy, Operations & Insights to power the next evolution of our early career hiring strategy. This role sits at the center of the function, owning strategy execution, analytics, technology, and operations to drive scale, innovation, and measurable impact.
You will lead a high-performing team and work closely with senior leaders to link data, systems, and actions. This role delivers results in recruiting, programming (including FIDTERN), and long-term workforce planning. We seek a forward-thinking leader with strong business insight and a preference for taking initiative. They use analytics, AI, and modern tools to change how we attract, hire, and develop early talent.
The Expertise and Skills You Bring
8–12+ years of experience across Talent Acquisition, TA Operations, HR Strategy, or Analytics, with growing scope and ownership
Proven experience leading and developing high-performing teams
Deep expertise in TA analytics and data storytelling, with a track record of influencing executive decisions
Experience leading cross-functional initiatives across HR, Finance, Technology, and business teams
Strong understanding of recruiting technologies and platforms (Workday preferred) and vendor ecosystems
Experience leveraging AI and automation to scale recruiting or HR processes
Strong program leadership skills, with the ability to prioritize and drive outcomes across competing demands
Excellent executive communication skills, including clear, strategic storytelling & consultation
Self-directed leader who thrives in ambiguity and gets results in fast-paced environments
Bachelor’s degree or comparable experience required
Set and drive the University Talent strategy, aligning to hiring goals and future workforce needs
Own the UT scorecard, defining KPIs, tracking performance, and turning insights into clear strategic priorities
Lead University Talent’s analytics and insights function to inform decisions, improve pipeline outcomes, and demonstrate impact
Drive innovation across recruiting technology (including Workday), AI, and automation to scale efficiency and enhance experience
Oversee vendor strategy, partnerships, and platform performance to maximize ROI and enable growth
Lead budget planning and optimization, aligning investments to business priorities and measurable outcomes
Ensure seamless integration of strategy, insights, and execution across recruiting programs and initiatives
Act as a trusted advisor to senior leaders, influencing decisions through data, market intelligence, and executive communication
Build and develop a high-performing team, fostering accountability, innovation, and continuous improvement
The Team
We are part of the broader Talent organization at Fidelity Investments. Our mission is to provide an exceptional recruiting and relationship experience for students, universities, business partners, and talent communities to support Fidelity’s early career talent needs. We are committed to cultivating a lasting culture of inclusion and belonging that will attract, develop, and retain a diverse workforce.
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.
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.
]]>Director, University Talent Strategy, Operations & Insights
Note: Fidelity will not provide immigration sponsorship for this position
The Role
Are you ready to build the future of early career hiring at Fidelity Investments? The University Talent team is seeking a Director, Strategy, Operations & Insights to power the next evolution of our early career hiring strategy. This role sits at the center of the function, owning strategy execution, analytics, technology, and operations to drive scale, innovation, and measurable impact.
You will lead a high-performing team and work closely with senior leaders to link data, systems, and actions. This role delivers results in recruiting, programming (including FIDTERN), and long-term workforce planning. We seek a forward-thinking leader with strong business insight and a preference for taking initiative. They use analytics, AI, and modern tools to change how we attract, hire, and develop early talent.
The Expertise and Skills You Bring
8–12+ years of experience across Talent Acquisition, TA Operations, HR Strategy, or Analytics, with growing scope and ownership
Proven experience leading and developing high-performing teams
Deep expertise in TA analytics and data storytelling, with a track record of influencing executive decisions
Experience leading cross-functional initiatives across HR, Finance, Technology, and business teams
Strong understanding of recruiting technologies and platforms (Workday preferred) and vendor ecosystems
Experience leveraging AI and automation to scale recruiting or HR processes
Strong program leadership skills, with the ability to prioritize and drive outcomes across competing demands
Excellent executive communication skills, including clear, strategic storytelling & consultation
Self-directed leader who thrives in ambiguity and gets results in fast-paced environments
Bachelor’s degree or comparable experience required
Set and drive the University Talent strategy, aligning to hiring goals and future workforce needs
Own the UT scorecard, defining KPIs, tracking performance, and turning insights into clear strategic priorities
Lead University Talent’s analytics and insights function to inform decisions, improve pipeline outcomes, and demonstrate impact
Drive innovation across recruiting technology (including Workday), AI, and automation to scale efficiency and enhance experience
Oversee vendor strategy, partnerships, and platform performance to maximize ROI and enable growth
Lead budget planning and optimization, aligning investments to business priorities and measurable outcomes
Ensure seamless integration of strategy, insights, and execution across recruiting programs and initiatives
Act as a trusted advisor to senior leaders, influencing decisions through data, market intelligence, and executive communication
Build and develop a high-performing team, fostering accountability, innovation, and continuous improvement
The Team
We are part of the broader Talent organization at Fidelity Investments. Our mission is to provide an exceptional recruiting and relationship experience for students, universities, business partners, and talent communities to support Fidelity’s early career talent needs. We are committed to cultivating a lasting culture of inclusion and belonging that will attract, develop, and retain a diverse workforce.
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.
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.
]]>Director, University Talent Strategy, Operations & Insights
Note: Fidelity will not provide immigration sponsorship for this position
The Role
Are you ready to build the future of early career hiring at Fidelity Investments? The University Talent team is seeking a Director, Strategy, Operations & Insights to power the next evolution of our early career hiring strategy. This role sits at the center of the function, owning strategy execution, analytics, technology, and operations to drive scale, innovation, and measurable impact.
You will lead a high-performing team and work closely with senior leaders to link data, systems, and actions. This role delivers results in recruiting, programming (including FIDTERN), and long-term workforce planning. We seek a forward-thinking leader with strong business insight and a preference for taking initiative. They use analytics, AI, and modern tools to change how we attract, hire, and develop early talent.
The Expertise and Skills You Bring
8–12+ years of experience across Talent Acquisition, TA Operations, HR Strategy, or Analytics, with growing scope and ownership
Proven experience leading and developing high-performing teams
Deep expertise in TA analytics and data storytelling, with a track record of influencing executive decisions
Experience leading cross-functional initiatives across HR, Finance, Technology, and business teams
Strong understanding of recruiting technologies and platforms (Workday preferred) and vendor ecosystems
Experience leveraging AI and automation to scale recruiting or HR processes
Strong program leadership skills, with the ability to prioritize and drive outcomes across competing demands
Excellent executive communication skills, including clear, strategic storytelling & consultation
Self-directed leader who thrives in ambiguity and gets results in fast-paced environments
Bachelor’s degree or comparable experience required
Set and drive the University Talent strategy, aligning to hiring goals and future workforce needs
Own the UT scorecard, defining KPIs, tracking performance, and turning insights into clear strategic priorities
Lead University Talent’s analytics and insights function to inform decisions, improve pipeline outcomes, and demonstrate impact
Drive innovation across recruiting technology (including Workday), AI, and automation to scale efficiency and enhance experience
Oversee vendor strategy, partnerships, and platform performance to maximize ROI and enable growth
Lead budget planning and optimization, aligning investments to business priorities and measurable outcomes
Ensure seamless integration of strategy, insights, and execution across recruiting programs and initiatives
Act as a trusted advisor to senior leaders, influencing decisions through data, market intelligence, and executive communication
Build and develop a high-performing team, fostering accountability, innovation, and continuous improvement
The Team
We are part of the broader Talent organization at Fidelity Investments. Our mission is to provide an exceptional recruiting and relationship experience for students, universities, business partners, and talent communities to support Fidelity’s early career talent needs. We are committed to cultivating a lasting culture of inclusion and belonging that will attract, develop, and retain a diverse workforce.
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.
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.
]]>Director, University Talent Strategy, Operations & Insights
Note: Fidelity will not provide immigration sponsorship for this position
The Role
Are you ready to build the future of early career hiring at Fidelity Investments? The University Talent team is seeking a Director, Strategy, Operations & Insights to power the next evolution of our early career hiring strategy. This role sits at the center of the function, owning strategy execution, analytics, technology, and operations to drive scale, innovation, and measurable impact.
You will lead a high-performing team and work closely with senior leaders to link data, systems, and actions. This role delivers results in recruiting, programming (including FIDTERN), and long-term workforce planning. We seek a forward-thinking leader with strong business insight and a preference for taking initiative. They use analytics, AI, and modern tools to change how we attract, hire, and develop early talent.
The Expertise and Skills You Bring
8–12+ years of experience across Talent Acquisition, TA Operations, HR Strategy, or Analytics, with growing scope and ownership
Proven experience leading and developing high-performing teams
Deep expertise in TA analytics and data storytelling, with a track record of influencing executive decisions
Experience leading cross-functional initiatives across HR, Finance, Technology, and business teams
Strong understanding of recruiting technologies and platforms (Workday preferred) and vendor ecosystems
Experience leveraging AI and automation to scale recruiting or HR processes
Strong program leadership skills, with the ability to prioritize and drive outcomes across competing demands
Excellent executive communication skills, including clear, strategic storytelling & consultation
Self-directed leader who thrives in ambiguity and gets results in fast-paced environments
Bachelor’s degree or comparable experience required
Set and drive the University Talent strategy, aligning to hiring goals and future workforce needs
Own the UT scorecard, defining KPIs, tracking performance, and turning insights into clear strategic priorities
Lead University Talent’s analytics and insights function to inform decisions, improve pipeline outcomes, and demonstrate impact
Drive innovation across recruiting technology (including Workday), AI, and automation to scale efficiency and enhance experience
Oversee vendor strategy, partnerships, and platform performance to maximize ROI and enable growth
Lead budget planning and optimization, aligning investments to business priorities and measurable outcomes
Ensure seamless integration of strategy, insights, and execution across recruiting programs and initiatives
Act as a trusted advisor to senior leaders, influencing decisions through data, market intelligence, and executive communication
Build and develop a high-performing team, fostering accountability, innovation, and continuous improvement
The Team
We are part of the broader Talent organization at Fidelity Investments. Our mission is to provide an exceptional recruiting and relationship experience for students, universities, business partners, and talent communities to support Fidelity’s early career talent needs. We are committed to cultivating a lasting culture of inclusion and belonging that will attract, develop, and retain a diverse workforce.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The FMR LLC Legal Department is seeking to hire a Prime Brokerage and Securities attorney to join the Fidelity Capital Markets Legal team. The Team advises on federal, self-regulatory organization, and other applicable rules and regulations impacting institutional trading. This role will provide legal advice and support to the prime brokerage business as well as the fixed income trading desks relating to regulations, agreements, and market developments. The Legal Team supporting Fidelity Capital Markets collaborates across Fidelity to facilitate the offering of products and services (including Fidelity Trader+) to retail and institutional brokerage customers.
The Expertise and Skills You Bring
Juris Doctor (JD) degree from an accredited law school with 4-8 years’ experience with a law firm, financial services firm, or state or federal agency in prime brokerage, securities law, or financial services legal practice.
Solid understanding of U.S. securities regulations including the Securities Exchange Act of 1934, the Securities Act of 1933, and related SEC, FINRA and self-regulatory organization rules and regulations.
Experience drafting, reviewing, and negotiating prime brokerage and fixed income trading agreements.
Experience handling regulatory compliance, risk mitigation, and operational issues for clients in financial services and capital markets.
Strong interpersonal and communication skills with the ability to partner across legal, compliance, operations, and business teams.
A positive, practical, and creative approach to problem solving.
Ability to balance multiple projects, prioritize effectively, work independently and under pressure on sophisticated legal matters, as part of a dynamic and creative team of lawyers in a fast-paced environment.
Commitment to excellence and integrity.
The Team
You will support Fidelity’s Capital Markets business by supporting business development efforts, including contracting, and managing the ongoing review of regulatory changes affecting broker-dealers and advising on new products 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.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The FMR LLC Legal Department is seeking to hire a Prime Brokerage and Securities attorney to join the Fidelity Capital Markets Legal team. The Team advises on federal, self-regulatory organization, and other applicable rules and regulations impacting institutional trading. This role will provide legal advice and support to the prime brokerage business as well as the fixed income trading desks relating to regulations, agreements, and market developments. The Legal Team supporting Fidelity Capital Markets collaborates across Fidelity to facilitate the offering of products and services (including Fidelity Trader+) to retail and institutional brokerage customers.
The Expertise and Skills You Bring
Juris Doctor (JD) degree from an accredited law school with 4-8 years’ experience with a law firm, financial services firm, or state or federal agency in prime brokerage, securities law, or financial services legal practice.
Solid understanding of U.S. securities regulations including the Securities Exchange Act of 1934, the Securities Act of 1933, and related SEC, FINRA and self-regulatory organization rules and regulations.
Experience drafting, reviewing, and negotiating prime brokerage and fixed income trading agreements.
Experience handling regulatory compliance, risk mitigation, and operational issues for clients in financial services and capital markets.
Strong interpersonal and communication skills with the ability to partner across legal, compliance, operations, and business teams.
A positive, practical, and creative approach to problem solving.
Ability to balance multiple projects, prioritize effectively, work independently and under pressure on sophisticated legal matters, as part of a dynamic and creative team of lawyers in a fast-paced environment.
Commitment to excellence and integrity.
The Team
You will support Fidelity’s Capital Markets business by supporting business development efforts, including contracting, and managing the ongoing review of regulatory changes affecting broker-dealers and advising on new products 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.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The FMR LLC Legal Department is seeking to hire a Prime Brokerage and Securities attorney to join the Fidelity Capital Markets Legal team. The Team advises on federal, self-regulatory organization, and other applicable rules and regulations impacting institutional trading. This role will provide legal advice and support to the prime brokerage business as well as the fixed income trading desks relating to regulations, agreements, and market developments. The Legal Team supporting Fidelity Capital Markets collaborates across Fidelity to facilitate the offering of products and services (including Fidelity Trader+) to retail and institutional brokerage customers.
The Expertise and Skills You Bring
Juris Doctor (JD) degree from an accredited law school with 4-8 years’ experience with a law firm, financial services firm, or state or federal agency in prime brokerage, securities law, or financial services legal practice.
Solid understanding of U.S. securities regulations including the Securities Exchange Act of 1934, the Securities Act of 1933, and related SEC, FINRA and self-regulatory organization rules and regulations.
Experience drafting, reviewing, and negotiating prime brokerage and fixed income trading agreements.
Experience handling regulatory compliance, risk mitigation, and operational issues for clients in financial services and capital markets.
Strong interpersonal and communication skills with the ability to partner across legal, compliance, operations, and business teams.
A positive, practical, and creative approach to problem solving.
Ability to balance multiple projects, prioritize effectively, work independently and under pressure on sophisticated legal matters, as part of a dynamic and creative team of lawyers in a fast-paced environment.
Commitment to excellence and integrity.
The Team
You will support Fidelity’s Capital Markets business by supporting business development efforts, including contracting, and managing the ongoing review of regulatory changes affecting broker-dealers and advising on new products 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.
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.
Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
The Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you passionate about customer service? Do you have an interest in real estate? Do you thrive when leading people and building relationships? If so, Fidelity Real Estate is seeking a Manager of Facilities and Operations to join our team!
In this role, your primary responsibility will be to provide a magnetic and vibrant workplace experience for all Fidelity associates and visitors by leading the delivery of on-site amenities and hospitality services.
You will provide vendor oversight and deliver on the strategy that is set for food and beverage, fitness and wellness programs. You will also support multifaceted real estate products and service initiatives.
This role is based out of Salt Lake City, UT and has regional responsibilities and personnel in Denver Colorado, Salt Lake City Utah, San Francisco California, and Albuquerque New Mexico. This team of on-site associates is highly visible and readily available to respond to associate needs.
The Expertise and Skills You Bring
Other Requirements
The Team
Fidelity Real Estate is the corporate real estate division of Fidelity Investments, providing a full range of services to Fidelity business units nationally and internationally. The Facilities Operations team manages more than 7 million square feet of space in the United States and overseas and ensures a safe and productive environment for employees while maintaining best-in-class real estate for our visitors and clients. We are customer-centric and focus on delivering solutions that meet the needs of Fidelity associates at all levels.
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.
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.
]]>Director, Human Resources
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As an HR business partner, you’ll be leading, influencing, and executing forward-thinking HR strategies that enable Stock Plan Services and Workplace New Business Growth in Workplace Investing to thrive. By partnering closely with leaders, you’ll be shaping talent strategies, enhancing the associate experience, and aligning people initiatives with critical business priorities—making a direct and visible impact. Bring your expertise in building and coaching high-performing teams while driving engagement and innovation across a dynamic and growth-focused environment.
The Expertise and Skills You Bring
You bring deep experience partnering with business leaders to drive meaningful outcomes through people strategies, with a strong track record of leading end-to-end talent practices. You are skilled in navigating complex environments, collaborating with senior executives, influencing key decisions, and delivering thoughtful, practical solutions. Leading and supporting organizational change comes naturally, as does shaping workforce strategies that enable growth and adaptability.
You approach challenges with strong analytical thinking by interpreting workforce data, identifying trends, and translating insights into actionable strategies that drive results. Known for taking initiative and working with a high degree of autonomy, you balance accountability with sound judgment, even when faced with uncertainty. You are effective at building trusted relationships, coaching leaders, and providing tailored support that reflects a deep understanding of associate and business needs. You thrive in fast-paced environments, bringing strong problem-solving and decision-making skills, along with the ability to think holistically about how work is designed and delivered. You have the ability to coordinate and execute initiatives with an end-to-end mindset while engaging stakeholders thoughtfully through change.
The Team
For more than two decades, Fidelity Stock Plan Services, which is fully integrated within the Workplace Investing (WI) division, has been a trusted leader in equity compensation administration for both public and private companies. As a premier equity compensation provider, we empower employers with advanced technology and exceptional service to strategically manage their equity programs and attract and retain top talent. This also includes helping their employees understand and value their equity awards through comprehensive and highly personalized communications, education and guidance.
Our Workplace New Business Growth team is focused on expanding how we support individuals and employers across the full spectrum of financial wellbeing. We are building and scaling innovative solutions—from student debt, advice offerings, financial wellness to retirement needs and workplace giving—creating new opportunities for growth while helping individuals and families build wealth over time. This work reflects our commitment to delivering meaningful outcomes for our clients and driving long-term impact.
Our highly collaborative Workplace Investing HR model plays a critical role in enabling these businesses. We partner closely with senior leaders and teams to design and execute talent strategies that align with business goals and fuel growth. We are committed to fostering a culture of inclusion, learning, and mobility—ensuring we attract, develop, and retain a diverse workforce while delivering exceptional value to both our internal stakeholders and the clients we serve.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
The Role
The Client Conversion Services (CCS) Implementation team plays a critical role in guiding Broker‑Dealers, Advisors, Banks, Trust companies, and Family Office clients through their transition onto the Fidelity Institutional Wealth Management Services (FIWMS) platform. As a Manager, Implementation Project Management, you will be at the center of this transformation—leading new clients through onboarding initiatives (moments that matter), strengthening client relationships, and ensuring a seamless conversion experience.
In this highly visible role, you will:
Own and drive implementation projects end-to-end, managing small to mid-sized conversions and contributing to more complex client engagements.
Support existing advisors transitioning a book of business to the FIWMS platform.
Drive implementation projects, coordinating stakeholders and delivering a world‑class onboarding journey.
You will take ownership of the implementation lifecycle, managing client relationships with minimal oversight, navigating complexity with confidence, and ensuring assets transition smoothly.
The Expertise You Have
Series 7 required
Bachelor’s degree in business or finance
3-5 years of financial services experience, ideally within institutional, high‑net‑worth client management or relationship‑driven roles
Strong knowledge of the Fidelity business segments; understanding of the industry, financial markets, and competitor influences
Experience with a wide spectrum of investment solutions, products, and services offered to Fidelity clients
The Skills You Bring
Exceptional organizational skills, with the ability to manage multiple, complex relationships and projects in a fast‑paced environment
Excellent analytical and problem‑solving skills
Knowledge of Fidelity brokerage policies, systems (FBSI, XTRAC), and tools (Excel)
Outstanding verbal, written, and presentation skills
The Value You Deliver
Advise the overall asset conversion plans for new clients to FIWMS. Analyze the source and figure out the best methods to achieve successful conversion.
Lead the client relationship during the on-boarding experience, including setting appropriate client expectations and delivering on the customer experience index.
Act as a liaison on behalf of client to FIWMS organization to address client issues. Work with the client to resolve daily issues involving account set up, transfer of assets, account maintenance, and other customer service issues.
Analyze the procedures, products, and business practices of the client to align with FIWMS policies and procedures and negotiate mutually acceptable solutions and alternatives when vital. Make recommendations on standard processes.
The Team
Fidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and 'extraordinary' client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses. The Team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service.
NOTE: This role does not support sponsorship.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The Client Conversion Services (CCS) Implementation team plays a critical role in guiding Broker‑Dealers, Advisors, Banks, Trust companies, and Family Office clients through their transition onto the Fidelity Institutional Wealth Management Services (FIWMS) platform. As a Manager, Implementation Project Management, you will be at the center of this transformation—leading new clients through onboarding initiatives (moments that matter), strengthening client relationships, and ensuring a seamless conversion experience.
In this highly visible role, you will:
Own and drive implementation projects end-to-end, managing small to mid-sized conversions and contributing to more complex client engagements.
Support existing advisors transitioning a book of business to the FIWMS platform.
Drive implementation projects, coordinating stakeholders and delivering a world‑class onboarding journey.
You will take ownership of the implementation lifecycle, managing client relationships with minimal oversight, navigating complexity with confidence, and ensuring assets transition smoothly.
The Expertise You Have
Series 7 required
Bachelor’s degree in business or finance
3-5 years of financial services experience, ideally within institutional, high‑net‑worth client management or relationship‑driven roles
Strong knowledge of the Fidelity business segments; understanding of the industry, financial markets, and competitor influences
Experience with a wide spectrum of investment solutions, products, and services offered to Fidelity clients
The Skills You Bring
Exceptional organizational skills, with the ability to manage multiple, complex relationships and projects in a fast‑paced environment
Excellent analytical and problem‑solving skills
Knowledge of Fidelity brokerage policies, systems (FBSI, XTRAC), and tools (Excel)
Outstanding verbal, written, and presentation skills
The Value You Deliver
Advise the overall asset conversion plans for new clients to FIWMS. Analyze the source and figure out the best methods to achieve successful conversion.
Lead the client relationship during the on-boarding experience, including setting appropriate client expectations and delivering on the customer experience index.
Act as a liaison on behalf of client to FIWMS organization to address client issues. Work with the client to resolve daily issues involving account set up, transfer of assets, account maintenance, and other customer service issues.
Analyze the procedures, products, and business practices of the client to align with FIWMS policies and procedures and negotiate mutually acceptable solutions and alternatives when vital. Make recommendations on standard processes.
The Team
Fidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and 'extraordinary' client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses. The Team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service.
NOTE: This role does not support sponsorship.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
At Fidelity, we know our greatest asset is our associates, and we focus on building an environment that allows people to perform their best and make an impact! As Director, Human Resources in Fidelity Institutional, you will use your energy, business knowledge and ability to build and execute HR strategies to drive business results.
The Fidelity Institutional HR team provides strategic partnership and a set of capabilities that ensure consistent and efficient strategies are used to improve the associate experience and diverse talent capabilities of our organization, contributing to the growth and evolution of the culture and business talent landscape. In partnership with the leadership team, we support leaders and managers to enhance the associate experience and drive business results – all in support of delivering exceptional performance for Fidelity’s customers.
The Expertise and Skills You Bring
The Team
Our model is a highly collaborative HR service model which helps the business drive organizational and talent initiatives in support of the Fidelity Wealth strategy and goals.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
At Fidelity, we know our greatest asset is our associates, and we focus on building an environment that allows people to perform their best and make an impact! As Director, Human Resources in Fidelity Institutional, you will use your energy, business knowledge and ability to build and execute HR strategies to drive business results.
The Fidelity Institutional HR team provides strategic partnership and a set of capabilities that ensure consistent and efficient strategies are used to improve the associate experience and diverse talent capabilities of our organization, contributing to the growth and evolution of the culture and business talent landscape. In partnership with the leadership team, we support leaders and managers to enhance the associate experience and drive business results – all in support of delivering exceptional performance for Fidelity’s customers.
The Expertise and Skills You Bring
The Team
Our model is a highly collaborative HR service model which helps the business drive organizational and talent initiatives in support of the Fidelity Wealth strategy and goals.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
Working in our Investor Center, you will develop financial plans customized to the needs of your mass affluent clients through a wide range of solution and services. Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Being coachable, collaborative, and curious are your "go to" attributes
Outstanding consultative selling and organizational skills
In a team-based, fast paced environment you take initiative and exceed expectations
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!
Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
With our open architecture, you offer a wide broad range of financial solutions
Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
Principal Full Stack Engineer
The Role
We are seeking a Principal Full Stack Engineer to lead the design and development of scalable, high-performance applications across the entire technology stack. This role requires deep expertise in modern web technologies, cloud architecture (AWS), and leadership in driving technical excellence. The ideal candidate will be a hands-on engineer who can architect solutions, mentor team members, and ensure best practices in software development.
The Expertise and Skills You Bring
Bachelor’s or Master’s degree in Computer Science, Engineering, or related field.
8 plus years of experience in full stack development, with at least 3 years in a senior or principal role.
Strong proficiency in front-end frameworks (React, Angular, or Vue) and back-end technologies (Node.js, Java, Python).
Expertise in AWS services (EC2, Lambda, S3, RDS, API Gateway, CloudFormation).
Experience working with relational database technologies (Postgres / Oracle)
Knowledge of mock frameworks and service virtualization preferred
Experience with containerization and orchestration (Docker, Kubernetes).
Solid understanding of microservices architecture and RESTful APIs.
Lead the design and implementation of end-to-end solutions across front-end, back-end, and cloud infrastructure.
Architect and optimize AWS-based cloud environments, ensuring scalability, security, and cost efficiency.
Develop high-quality, maintainable code using modern frameworks and languages (React, Angular, Node.js, Java, Python, etc.).
Collaborate with product managers, UX designers, and other engineers to deliver robust and user-friendly applications.
Mentor and guide engineering teams, promoting best practices in coding, testing, and architecture.
Ensure compliance with security standards and implement monitoring and observability solutions.
Stay current with emerging technologies and recommend improvements to architecture and processes.
High levels of engagement at the team and group levels; Desire to learn and impact outside your primary tasking.
Ability to communicate effectively with both technical and business stakeholders
Experience in designing, implementing, or maintaining systems that support Term Life Insurance operations such as policy administration, underwriting and claims processing is a plus.
The Team
The Fidelity Insurance Group (FIG) Technology team is a recently established group aimed at providing transparent solutions and support for all of FIG’s business functions. We partner with internal FIG stakeholders and multiple organizations across Fidelity, most notably the Fidelity Insurance Agency (FIA) to deliver modern solutions that scale. It is an exciting time in this space with much potential for growth and innovation!
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Do you enjoy working with people? Are you outgoing with a positive demeanor and eager to provide the best possible service to colleagues and visitors? If yes, we are seeking an associate to join our team!
In this role, you will play a key part in crafting an outstanding workspace experience for all Fidelity associates and visitors through the delivery of on-site hospitality services and amenities. You will be an ambassador of the company’s hospitality mindset and responsible for meeting our global service standards.
This role is in Boston, MA and reports to the Manager, Facilities and Operations. Also includes a team of peers across the country and globe for support and camaraderie.
Key responsibilities include:
· Staffing of local Hospitality Hubs, the command center for site services and associate needs.
· Manage the daily requirements of the music program.
· Monitor email inbox that allows associates to easily contact the team for assistance.
· Support the implementation of initiatives, processes, and strategies to further visitor and associate experience.
· Communicate upcoming events with associates and onsite service teams.
· Partner with other real estate functions to ensure quality building standards are met.
· Support for meetings and events and conference room administration.
· Contribute documentation of operating procedures, training, and other resources as needed.
· Provide tours and navigational assistance for new associates and visitors.
The Expertise and Skills You Bring
· Undergraduate degree or 5 or more years of experience.
· Proven track record and interest in hospitality.
· Familiarity with the financial services industry and/or corporate real estate is valued.
· Excel with meeting new people and networking and having a conscientious and respectful demeanor.
· Have a consumer-first mentality with the ability to identify and deliver against unmet needs.
· Ability to multi-task and support unplanned work as needed.
· Excellent communication and social skills.
· Demonstrate integrity, dependability, and accountability.
· Ability to problem-solve through a collaborative, team-oriented approach.
· Proficiency with Microsoft Office suite.
Other Requirements
· Role is on-site 100%.
· Physical requirements include regularly walking through the building and sitting at the Hospitality Hub for extended periods of time.
· Occasional extended hours may be requested to support projects or activities.
The Team
Fidelity Real Estate is the corporate real estate division of Fidelity Investments, providing a full range of services to Fidelity business units nationally and internationally. The Facilities and Operations team runs more than 7 million square feet of space in the United States and overseas and ensures a safe and productive environment for associates while maintaining best-in-class real estate for our visitors and clients. We are customer-centric and focus on delivering solutions that meet the needs of Fidelity associates at all levels.
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.
Note: Fidelity will not provide immigration sponsorship for this position
Consultant, Business Analyst
The Role
As a Business Analyst within the FILI Technology, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome.
The role will focus on the platform health and modernization efforts of the applications and systems supporting the Fidelity Insurance Group (FIG). You will be working to build and deliver initiatives that support our client and associate experiences.
You will be working to build and deliver initiatives that support product growth as well as our client and associate experiences.
The Expertise and Skills You Bring
Bachelor’s degree with 7 years of experience
Familiarity with life insurance products, such as annuities, Life Term
Strong execution background with the ability to multi-task and prioritize for efficiency and business need.
Ability to deal with ambiguity and uncertain, with technologies you may have never worked with previously and gather the data and information to get to the root of an issue to resolve.
Ability to assess end to end process and analyze opportunities for modernization and enhancement.
Ability to lead initiatives and take accountability for overall program success.
Effectively translate business needs into technical requirements for developers and designers.
The ability to break a Jira story down into small components, understand the underlying purpose and be able to test.
Ability to identify application and system issues, enhancements and requests by researching platform specifications, conferring with subject matter experts across the Enterprise
Ability to think strategically about the end-to-end process and how platform updates may impact the Team and the business
Proficiency evaluating, and making updates to, procedures and processes with an eye towards operational efficiency
Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results
Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met.
Conducting business acceptance and validation testing and to leading the team through various stages of the release cycle.
Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations.
Proficiency in business acceptance testing, validation exercises, and release management.
Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements.
Consistent track record of strategic planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions.
Ability to translates strategic goals and ideas into action quickly, conceptualizing, developing, and delivering strategies that meet customer needs as well as regulatory and compliance needs.
Ability to build credibility and trust with diverse partners across retail and workplace and understands how to influence without authority.
The Team
You will be a member of the FILI Technology organization within Fidelity Insurance Group (FIG). Your primary focus will be supporting the platform health, product growth, scale and modernization efforts of the platform, application and systems supporting FIG. In this role you will partner with a variety of key stakeholders including other squads withing FIG, Wealth Digital Experience, FIA and Brokerage partners.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.
The Expertise We’re Looking For
We ask that you have at least five years in financial sales role
We believe that three or more years of management within a financial services environment is helpful
We require an active Series 9/10, 7 and 66 licenses
The Purpose of Your Role
Our mission in the branch 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. 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.
The Skills You Bring
All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
A contagious enthusiasm for hiring, mentoring and developing new branch associates
Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas
Coordinating and supporting 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
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.
How Your Work Impacts the Organization
You will function as a general manager for the branch, 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.
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.
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
Working in our Investor Center, you will develop financial plans customized to the needs of your mass affluent clients through a wide range of solution and services. Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Being coachable, collaborative, and curious are your "go to" attributes
Outstanding consultative selling and organizational skills
In a team-based, fast paced environment you take initiative and exceed expectations
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!
Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets
With our open architecture, you offer a wide broad range of financial solutions
Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills
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.
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.
]]>As the Director of Compensation within the Wealth team, you will lead compensation initiatives and programs, and work in partnership with the HR team to design, deliver and recommend solutions that meet the short and long-term needs of a diverse suite of Fidelity’s business and support groups. In this role, you will be a subject matter expert on the HR team, advising HR partners and senior leaders to deliver pay programs and solutions in support of strategic objectives. You will contribute to and benefit from Fidelity’s broader compensation community where we shape the future of compensation and continuously develop, improve and share the strategies and resources that benefit our businesses, leaders and associates in achieving their goals.
Your background in compensation, coupled with your strong analytical skills, will be pivotal in this role.
The Team
We are part of Fidelity Wealth Human Resources, a dynamic organization dedicated to supporting business-specific and central compensation programs. Our team includes experts in Line HR, Sales Operations, Compensation Strategy, Talent Acquisition, and more. We collaborate closely with various partners to ensure the successful implementation of compensation programs. Our dedication to inclusion and collaboration ensures that we attract, develop, and retain a diverse workforce.
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.
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.
]]>As the Director of Compensation within the Wealth team, you will lead compensation initiatives and programs, and work in partnership with the HR team to design, deliver and recommend solutions that meet the short and long-term needs of a diverse suite of Fidelity’s business and support groups. In this role, you will be a subject matter expert on the HR team, advising HR partners and senior leaders to deliver pay programs and solutions in support of strategic objectives. You will contribute to and benefit from Fidelity’s broader compensation community where we shape the future of compensation and continuously develop, improve and share the strategies and resources that benefit our businesses, leaders and associates in achieving their goals.
Your background in compensation, coupled with your strong analytical skills, will be pivotal in this role.
The Team
We are part of Fidelity Wealth Human Resources, a dynamic organization dedicated to supporting business-specific and central compensation programs. Our team includes experts in Line HR, Sales Operations, Compensation Strategy, Talent Acquisition, and more. We collaborate closely with various partners to ensure the successful implementation of compensation programs. Our dedication to inclusion and collaboration ensures that we attract, develop, and retain a diverse workforce.
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.
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.
]]>As the Director of Compensation within the Wealth team, you will lead compensation initiatives and programs, and work in partnership with the HR team to design, deliver and recommend solutions that meet the short and long-term needs of a diverse suite of Fidelity’s business and support groups. In this role, you will be a subject matter expert on the HR team, advising HR partners and senior leaders to deliver pay programs and solutions in support of strategic objectives. You will contribute to and benefit from Fidelity’s broader compensation community where we shape the future of compensation and continuously develop, improve and share the strategies and resources that benefit our businesses, leaders and associates in achieving their goals.
Your background in compensation, coupled with your strong analytical skills, will be pivotal in this role.
The Team
We are part of Fidelity Wealth Human Resources, a dynamic organization dedicated to supporting business-specific and central compensation programs. Our team includes experts in Line HR, Sales Operations, Compensation Strategy, Talent Acquisition, and more. We collaborate closely with various partners to ensure the successful implementation of compensation programs. Our dedication to inclusion and collaboration ensures that we attract, develop, and retain a diverse workforce.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
Principal Full Stack Engineer
The Role
We are seeking a Principal Full Stack Engineer to lead the design and development of scalable, high-performance applications across the entire technology stack. This role requires deep expertise in modern web technologies, cloud architecture (AWS), and leadership in driving technical excellence. The ideal candidate will be a hands-on engineer who can architect solutions, mentor team members, and ensure best practices in software development.
The Expertise and Skills You Bring
The Team
The Fidelity Insurance Group (FIG) Technology team is a small, growing team in Enterprise Services with a 'Start Up' feel. We are seeking an upbeat, hardworking Principal Full Stack Engineer to join us in defining the future for our organization. We will have a focus on modernizing and building innovative cloud-native experiences, capabilities, and platforms in support of millions of customers who are seeking products that provide guaranteed income and/or protection. We are an emerging group in Fidelity with strategic financial backing.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
Senior QA Engineer
The Role
We are seeking an upbeat, hardworking Senior QA Engineer who is passionate about cutting edge technologies, frameworks, and design patterns.
You will be joining a team of engineers focused on engineering testing solutions for the Fidelity Insurance Group (FIG) product area. You will apply your strong software development and test automation skills to design, develop, test, deploy, maintain, and improve Fidelity investments software solutions. You will also be supporting your team in adopting best practices to ensure we are building the right product and we are building it right. Overall, you will have an appetite for learning, evaluating, and recommending new technologies. Software Engineers at Fidelity Investments pride themselves on their experience, leadership, and ability to establish relationships across teams.
The Expertise and Skills You Bring
The Team
The Fidelity Insurance Group (FIG) Technology team is a small, growing team in Enterprise Services with a 'Start Up' feel. We are seeking an upbeat, hardworking Senior QA Engineer who is passionate about cutting edge technologies, frameworks, and design patterns.
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.
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.
]]>Planning Consultant
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.
As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs.
The Expertise We’re Looking For
The Purpose of Your Role
The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. 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 rewarding interactions with clients every single day!
The Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
The Value You Deliver
How Your Work Impacts the Organization
Through your knowledge of financial planning and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Title: VP, Managing Director- 401K Relationship Manager
Note: Fidelity will not provide immigration sponsorship for this position
The Role
As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C- suite executives at a set of Fidelity’s institutional clients. This role leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs. Together with your internal teams, and partnering with the Plan Sponsor contacts, you’ll help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing.
The Expertise and Skills You Bring
The Team
Together with your internal teams, and partnering with the Plan Sponsor contacts, you’ll help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing.
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.
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 Title: VP, Managing Director- 401K Relationship Manager
Note: Fidelity will not provide immigration sponsorship for this position
The Role
As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C- suite executives at a set of Fidelity’s institutional clients. This role leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs. Together with your internal teams, and partnering with the Plan Sponsor contacts, you’ll help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing.
The Expertise and Skills You Bring
The Team
Together with your internal teams, and partnering with the Plan Sponsor contacts, you’ll help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing.
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.
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.
]]>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up
Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire
Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
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!
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.
Please note this role requires in-person attendance in the assigned Branch location.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The FMR LLC Legal Department is seeking to hire a senior attorney to join the Employment Law Team ('ELT'). This team is responsible for all employment law and labor matters across Fidelity’s global financial services and venture investment businesses including advisory, regulatory, internal investigative, employment litigation, the employment aspects of corporate acquisitions and transactions, domestic and international business start-ups and wind-downs, corporate reorganizations, executive compensation, non-competition and non-solicitation agreements enforcement, complex and routine employment litigation and labor relations matters.
The Role
As an experienced employment attorney, you work independently on a variety of advisory, internal investigative and employment litigation matters for specified client groups and business partners. The position requires the application of both a full range of federal, state, and international labor and employment laws as well as diverse securities rules and regulations applicable to employee conduct within Fidelity’s financial services and venture investment businesses.
The Expertise and Skills You Bring
The Team
You will play an important role in advising Fidelity leaders, Human Resources, Employee Relations, Internal Investigations, and others. Your role will be critical to Fidelity's management and resolution of employment issues. You will work closely with a dynamic, highly skilled, and collaborative group of professionals.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The FMR LLC Legal Department is seeking to hire a senior attorney to join the Employment Law Team ('ELT'). This team is responsible for all employment law and labor matters across Fidelity’s global financial services and venture investment businesses including advisory, regulatory, internal investigative, employment litigation, the employment aspects of corporate acquisitions and transactions, domestic and international business start-ups and wind-downs, corporate reorganizations, executive compensation, non-competition and non-solicitation agreements enforcement, complex and routine employment litigation and labor relations matters.
The Role
As an experienced employment attorney, you work independently on a variety of advisory, internal investigative and employment litigation matters for specified client groups and business partners. The position requires the application of both a full range of federal, state, and international labor and employment laws as well as diverse securities rules and regulations applicable to employee conduct within Fidelity’s financial services and venture investment businesses.
The Expertise and Skills You Bring
The Team
You will play an important role in advising Fidelity leaders, Human Resources, Employee Relations, Internal Investigations, and others. Your role will be critical to Fidelity's management and resolution of employment issues. You will work closely with a dynamic, highly skilled, and collaborative group of professionals.
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.
NPO Outreach Operations
The Team
The NPO Outreach Team works with nonprofits to ensure they quickly and securely receive grants through electronic funds transfers. The team works directly with nonprofits to help them enroll in the program and collaborates with other service delivery organizations to communicate with and support nonprofits. Our work is critical to moving the organization and our grantmaking to digital payment methods.
Note: Fidelity is not providing immigration sponsorship for this position
The Expertise We’re Looking For
Bachelor’s degree and 3+ years of experience in customer service or service operations (including experience with people management or supervision) or equivalent work experience
Demonstrated ability to lead and mentor associates in a dynamically changing environment
Superior organizational, planning, and time management skills
Demonstrated problem solving skills
Strong and effective verbal and written communication skills
Proven experience identifying and mitigating areas of risk
Strong business acumen and analytical skills
Solid technical aptitude, including a proficiency in all Office products (Microsoft Excel, Word, PowerPoint)
Ability to work under pressure and to tight deadlines
Must be able to meet overtime commitments
Work hours are M-F 8:30 a.m. – 5:00 p.m. CT, with extended hours regularly as needed
The Purpose of Your Role
The Team Lead will be part of a highly motivated, fast-paced, team-oriented environment and will be expected to help lead the team in work organization, risk management, process improvement, and the achievement of desired business goals and results.
The Skills You Bring
Flexibility and adaptability will enable you to react constructively and with a positive attitude to multiple and shifting priorities, unexpected events and seasonal demands.
Analytical-thinking and problem-solving ability will allow you to navigate large data sets to identify trends and root causes.
Strong communication and interpersonal skills will drive collaboration with internal and external business partners to help create and implement solutions.
Attention to detail and inquisitive nature will be key in helping you problem solve.
Demonstrated ability to work in a fast-paced environment, with increased seasonal demands that require flexibility and the ability to multitask.
Strong attention to detail
Strong focus on the donor and non-profit
The Value You Deliver
Oversee thousands of EFT enrollments monthly to ensure charitable organizations receive grants quickly and securely
Manage daily work distribution to NPO Outreach team associates
Monitor aged work items/queues and follow up to ensure timely transaction processing
Handle escalated nonprofit, donor, and/or advisor issues with timely follow up
Create and maintain daily and monthly reporting
Answer inbound enrollment-related calls, monitor inbound volumes, and schedule coverage
Assist the Manager with the timely completion of team and departmental projects
Assist in ensuring all associates are trained on any changes in policy and procedure
Collaborate with Technology/Business Analysts to identify and implement system efficiencies
Assist in developing resource requirements, planning and hiring in preparation for Giving Season
Develop and maintain strong and effective business relationships with senior level internal and external business partners
Develop an effective team by acting as liaison between associates and manager, and implementing initiatives to improve team effectiveness
Coach associates to successfully achieve department and individual career goals
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The Manager, Advanced Data Analytics and Insights acts as a domain expert who proposes and delivers targeted research and advanced analytics required to support business decision making. This role participates in multiple projects and requires independence, critical thinking, and confidence in applying statistics and analytics techniques. This role also serves as a strong business communicator with leadership, sponsors, and peers, collaborating with them to create key findings for moderately sophisticated business problems. The Manager is an individual contributor and does not directly oversee staff.
The Expertise and Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
We collaborate with the Product Areas and Squads aligned to our Data Domain. By demonstrating and promoting Fidelity and agile leadership behaviors, we sustain and evolve our innovative agile 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The Manager, Advanced Data Analytics and Insights acts as a domain expert who proposes and delivers targeted research and advanced analytics required to support business decision making. This role participates in multiple projects and requires independence, critical thinking, and confidence in applying statistics and analytics techniques. This role also serves as a strong business communicator with leadership, sponsors, and peers, collaborating with them to create key findings for moderately sophisticated business problems. The Manager is an individual contributor and does not directly oversee staff.
The Expertise and Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
We collaborate with the Product Areas and Squads aligned to our Data Domain. By demonstrating and promoting Fidelity and agile leadership behaviors, we sustain and evolve our innovative agile 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.
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.
]]>Please Note: We are unable to consider visa sponsorship for this role
The Role
We seek a candidate that is a self-starter who thrives in a fast-paced environment, possesses strong interpersonal skills and demonstrates persistence when resolving issues. If you can effectively manage vendor relationships, are comfortable challenging the status quo and can foster positive partnerships, please read on...
In Wealth Cash Solutions Personal Cards, we are embarking on a multi-year journey to improve our debit card program – including enhancing our ability to service customers over our live channels, improving the digital experiences (web and mobile), and optimizing our vendor partnership structure. A significant component of this initiative is to establish new direct relationships with a spectrum of vendors across our debit cards ecosystem, ranging from card production to digital wallets to ATM networks. Therefore, the team is searching for a vendor manager who can lead the process of defining the optimal range of partners, establish contractual relationships, and maintain these relationships as we reach a steady state phase in our new operating model.
During our implementation phase:
Work closely with internal teams, including finance, compliance, and operations, to align on an optimal vendor management strategy across debit program
Identify and assess potential risks to the vendor management transition, develop mitigation strategies, and implement appropriate controls to minimize disruptions
Collaborate with legal and procurement to establish new contracts and/or revise existing contracts
Once we reach steady state:
Oversee vendor procurement, diligence, and the onboarding process for all new vendors
Field inquiries and issues submitted by vendors, ensuring timely and effective resolution
Coordinate vendor billing for all business units and functions
Track and report on vendor KPIs, including service quality, timeliness, and cost-effectiveness,
Conduct KPI performance reviews to identify areas to improve vendor relationships
Conduct regular KPI performance reviews sessions with vendors, recapping recent performance, addressing concerns, and discussing opportunities for improvement
Oversee vendor contract management by tracking contract milestone, renewals, and amendments
Document interactions and transactions with vendors for reference and audit purposes
The Expertise and Skills You Bring
Bachelor’s degree in Finance/Accounting or equivalent; Minimum of 5-7 years of experience
Ability to create financial models, conduct scenario analysis, understanding of financial and accounting principles
Prior work experience at a bank, asset manager, or similar financial services provider is preferred
Strong understanding of debit card operations, payments processing, and financial regulations
Exceptional analytical, communication, conceptual thinking, project management and problem-solving capabilities
Develop and deliver cogent, informative presentations for leadership
Experience influencing outcomes based upon your ability to establish trust, engage with partners, and lead through difficult situations
Strong analytical skills with the ability to interpret data, identify trends, and make data-driven decisions
The ability to communicate complex concepts or situations in a clear and concise manner.
Thea ability to handle multiple projects or activities simultaneously and deliver results in an accurate and timely manner.
Discovering, understanding, and mitigating the risks of vendors.
Cultivate a positive outlook, value diverse perspectives, are naturally upbeat, demonstrate intellectual curiosity, initiative, and have passion for learning new skills and capabilities.
The Team
Fidelity’s Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play for our customers in this critical area of their finances, by offering innovative capabilities to serve the spending and saving needs of new and existing 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.
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.
]]>Please Note: We are unable to consider visa sponsorship for this role
The Role
We seek a candidate that is a self-starter who thrives in a fast-paced environment, possesses strong interpersonal skills and demonstrates persistence when resolving issues. If you can effectively manage vendor relationships, are comfortable challenging the status quo and can foster positive partnerships, please read on...
In Wealth Cash Solutions Personal Cards, we are embarking on a multi-year journey to improve our debit card program – including enhancing our ability to service customers over our live channels, improving the digital experiences (web and mobile), and optimizing our vendor partnership structure. A significant component of this initiative is to establish new direct relationships with a spectrum of vendors across our debit cards ecosystem, ranging from card production to digital wallets to ATM networks. Therefore, the team is searching for a vendor manager who can lead the process of defining the optimal range of partners, establish contractual relationships, and maintain these relationships as we reach a steady state phase in our new operating model.
During our implementation phase:
Work closely with internal teams, including finance, compliance, and operations, to align on an optimal vendor management strategy across debit program
Identify and assess potential risks to the vendor management transition, develop mitigation strategies, and implement appropriate controls to minimize disruptions
Collaborate with legal and procurement to establish new contracts and/or revise existing contracts
Once we reach steady state:
Oversee vendor procurement, diligence, and the onboarding process for all new vendors
Field inquiries and issues submitted by vendors, ensuring timely and effective resolution
Coordinate vendor billing for all business units and functions
Track and report on vendor KPIs, including service quality, timeliness, and cost-effectiveness,
Conduct KPI performance reviews to identify areas to improve vendor relationships
Conduct regular KPI performance reviews sessions with vendors, recapping recent performance, addressing concerns, and discussing opportunities for improvement
Oversee vendor contract management by tracking contract milestone, renewals, and amendments
Document interactions and transactions with vendors for reference and audit purposes
The Expertise and Skills You Bring
Bachelor’s degree in Finance/Accounting or equivalent; Minimum of 5-7 years of experience
Ability to create financial models, conduct scenario analysis, understanding of financial and accounting principles
Prior work experience at a bank, asset manager, or similar financial services provider is preferred
Strong understanding of debit card operations, payments processing, and financial regulations
Exceptional analytical, communication, conceptual thinking, project management and problem-solving capabilities
Develop and deliver cogent, informative presentations for leadership
Experience influencing outcomes based upon your ability to establish trust, engage with partners, and lead through difficult situations
Strong analytical skills with the ability to interpret data, identify trends, and make data-driven decisions
The ability to communicate complex concepts or situations in a clear and concise manner.
Thea ability to handle multiple projects or activities simultaneously and deliver results in an accurate and timely manner.
Discovering, understanding, and mitigating the risks of vendors.
Cultivate a positive outlook, value diverse perspectives, are naturally upbeat, demonstrate intellectual curiosity, initiative, and have passion for learning new skills and capabilities.
The Team
Fidelity’s Cash Solutions domain has critical building blocks for our customers. Our vision is to expand the role Fidelity can play for our customers in this critical area of their finances, by offering innovative capabilities to serve the spending and saving needs of new and existing 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
Director, Data Engineering
The Role
The FILI Technology team is seeking a dynamic leader responsible for leading a team in designing, developing, and maintaining data infrastructure, particularly focusing on Snowflake. This role involves technical leadership, data modeling, data pipeline design, and collaboration with other teams to ensure data quality and business value.
We’re looking for a team-focused leader with phenomenal interpersonal skills that will work collaboratively across business and technology teams. The Delivery Team Lead will ensure alignment on 'what' and 'when' work is to be performed through continuous planning and management of a roadmap that serves our group and Domain.
Key Accountabilities
Provide day to day leadership for a delivery team comprised of engineering and product resources, and indirect leadership of supporting teams, i.e. architecture, quality and program management.
Engage team members, in an agile structure, to deliver solutions that drive efficiency and effectiveness against defined product objectives and the team mission while continuously improving, innovating, experimenting, learning and celebrating success.
Committed to developing others and yourself to ensure the latest thinking and knowledge is integrated into the culture of the team including talent lifecycle including performance management.
Trusted advisor for functional capabilities of the platform or system. Align resources to the highest priorities in partnership with the Platform Leader and ensure effective production support coverage for the platform(s)
Accountable for alignment to functional strategy, including technology standards, policies and improving reuse, within the enterprise ecosystem and across the function.
Responsible for proactive research, analysis and recommendation of new and existing feature opportunities that align to the Platform Group strategies.
Participate and actively contribute to assessing platform choices for the future. Ensure overall operational health of the platform/system.
The Expertise and Skills You Bring
Bachelor’s degree required.
10 plus years of relevant employment experience leading teams and developing products and solutions with technology.
Knowledge of Insurance industry would be preferred and an added plus
Mentoring and guiding data engineers and analysts within the team.
Defining and implementing best practices for operational and analytical datastore
Leading the design and development of warehouse solutions like Snowflake
Driving continuous improvement of the data platform and architecture.
Designing and implementing data pipelines and ETL processes using Snowflake, Snaplogic and other similar technologies.
Ensuring data quality, privacy, security, and compliance.
Collaborating with data scientists, analytics teams, and business stakeholders.
Strong understanding of cloud computing platforms (AWS, Azure, etc.).
Strong understanding of cloud databases like AWS RDS, Aurora, PostgreSQL, DynamoDB
Experience with SQL, Python, and other relevant programming languages preferred
Ability to translate business requirements into technical solutions.
Excellent communication and collaboration skills.
Excellent planning, project management, consulting, leadership, and talent management skills.
Strong verbal/written communication and presentation skills, including an ability to effectively connect with both business and technical teams.
Jira and Jira Align experience preferred.
Leadership – demonstrated expertise of leading, influencing, and motivating colleagues without formal authority with a track record of building engaged and empowered teams.
Management – able to delegate, mentor and deliver feedback to Business Analysts and/or Associate Product Owners that may report directly to you. Prioritize management responsibilities and support that cultivates associate growth and career development.
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.
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.
]]>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture 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 We’re Looking For
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
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 find success in a dynamic, deadline driven, and detailed compliance environment
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
The Purpose of Your Role
The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.
The Skills You Bring
You are able to facilitate setting targeted appointments that improve engagement with clients
You are client oriented and bring great perspective on financial planning
You have a vested interest in being an advocate for your clients
You are professional with a polished communication style compatible with high net worth clientele
Being coachable, collaborative, and curious are your "go to" attributes
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
You are key to the Fidelity relationship strategy
Deepening client relationships through long term mentorship
Collaborating with the Relationship Manager team company wide
Being responsible for the client contact strategy
Building long-lasting meaningful relationships with clients
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>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 identifying opportunities to deepen 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
Director, Security Architect
The Role
As a Security Architect, you will work across complex and critical technology programs paramount to Fidelity Charitable’s digital ecosystem driving strategic security and fraud protection objectives. You’ll work in close collaboration with product and engineering teams within Fidelity Charitable as well as across the enterprise to continually evaluate emerging threats as well as drive impactful security architecture solutions that will promote standard methodologies and enhance the security posture of our capabilities.
In addition, you will provide technical vision and leadership over critical capabilities as part of multi-year programs providing new business capabilities and continually evolving existing platforms. You will be a part of a broader team that defines and maintains our overall technical strategy and coordinated roadmap. This position requires strong technical expertise, strategic thinking, and the ability to foster collaboration across cross-functional teams to ensure Fidelity remains at the forefront of cybersecurity innovation. Key responsibilities include engaging with senior leadership to influence product roadmaps, driving adoption of enterprise security standards, and producing high-quality documentation such as blueprints and frameworks.
The Expertise and Skills You Bring
•Deep understanding of application security frameworks, disciplines and practices, experience with secure application development and application security risk mitigation techniques
• Experience architecting and implementing solutions for identity management including single sign-on and federated identity management, authorization and identity provisioning. Relevant certifications such as CISSP, CISA, CCSP, AWS Security Principles, and AWS Certified Solution Architect preferred.
• Knowledge of Identity and Access Management (IAM), Cryptography / Key Management, Access Controls and Security Protocols, secrets modernization, secrets management e.g., Multi-factor, SAML, OAuth, OIDC etc.
• Experience with firewall, WAF and other edge services and good understanding of DMZ and other network architectures
• Experience managing the unique security challenges of cloud environments, with a strong focus on AWS
• The ability to guide the development and design of security standard methodologies to all layers of the application stack.
• Experience in developing applications with Java and Spring frameworks as well as experience in integration patterns utilizing APIs, streaming, messaging, and file exchange.
• Demonstrated ability to convert theoretical ideas into real-world implementations by building complete proofs of concept and providing tangible solutions along with well‑defined migration plans.
• Proven ability to define new strategies or enhance existing ones, ensuring alignment with enterprise direction while collaborating with and influencing technology partners to drive adoption and execution.
• Ability to communicate clearly and build positive working relationships across teams.
• Driven by curiosity and teamwork to develop sound and effective approaches to intricate problems, making solid tradeoffs that ensure both effective design and high‑quality delivery.
• Solid foundation and experience base in software engineering and continuous delivery practices
• Bachelor’s degree in computer science, Information Technology, or a related field
The Team
Fidelity Charitable is the brand name for the Fidelity® Charitable Gift Fund, an independent public charity, established in 1991 with the mission to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants.
The mission of Fidelity Charitable Services (FCS) is to be the premier provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS offers the Fidelity Charitable Gift FundSM, the nation's largest donor-advised fund. 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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
Director, Security Architect
The Role
As a Security Architect, you will work across complex and critical technology programs paramount to Fidelity Charitable’s digital ecosystem driving strategic security and fraud protection objectives. You’ll work in close collaboration with product and engineering teams within Fidelity Charitable as well as across the enterprise to continually evaluate emerging threats as well as drive impactful security architecture solutions that will promote standard methodologies and enhance the security posture of our capabilities.
In addition, you will provide technical vision and leadership over critical capabilities as part of multi-year programs providing new business capabilities and continually evolving existing platforms. You will be a part of a broader team that defines and maintains our overall technical strategy and coordinated roadmap. This position requires strong technical expertise, strategic thinking, and the ability to foster collaboration across cross-functional teams to ensure Fidelity remains at the forefront of cybersecurity innovation. Key responsibilities include engaging with senior leadership to influence product roadmaps, driving adoption of enterprise security standards, and producing high-quality documentation such as blueprints and frameworks.
The Expertise and Skills You Bring
•Deep understanding of application security frameworks, disciplines and practices, experience with secure application development and application security risk mitigation techniques
• Experience architecting and implementing solutions for identity management including single sign-on and federated identity management, authorization and identity provisioning. Relevant certifications such as CISSP, CISA, CCSP, AWS Security Principles, and AWS Certified Solution Architect preferred.
• Knowledge of Identity and Access Management (IAM), Cryptography / Key Management, Access Controls and Security Protocols, secrets modernization, secrets management e.g., Multi-factor, SAML, OAuth, OIDC etc.
• Experience with firewall, WAF and other edge services and good understanding of DMZ and other network architectures
• Experience managing the unique security challenges of cloud environments, with a strong focus on AWS
• The ability to guide the development and design of security standard methodologies to all layers of the application stack.
• Experience in developing applications with Java and Spring frameworks as well as experience in integration patterns utilizing APIs, streaming, messaging, and file exchange.
• Demonstrated ability to convert theoretical ideas into real-world implementations by building complete proofs of concept and providing tangible solutions along with well‑defined migration plans.
• Proven ability to define new strategies or enhance existing ones, ensuring alignment with enterprise direction while collaborating with and influencing technology partners to drive adoption and execution.
• Ability to communicate clearly and build positive working relationships across teams.
• Driven by curiosity and teamwork to develop sound and effective approaches to intricate problems, making solid tradeoffs that ensure both effective design and high‑quality delivery.
• Solid foundation and experience base in software engineering and continuous delivery practices
• Bachelor’s degree in computer science, Information Technology, or a related field
The Team
Fidelity Charitable is the brand name for the Fidelity® Charitable Gift Fund, an independent public charity, established in 1991 with the mission to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants.
The mission of Fidelity Charitable Services (FCS) is to be the premier provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS offers the Fidelity Charitable Gift FundSM, the nation's largest donor-advised fund. 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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
Director, Security Architect
The Role
As a Security Architect, you will work across complex and critical technology programs paramount to Fidelity Charitable’s digital ecosystem driving strategic security and fraud protection objectives. You’ll work in close collaboration with product and engineering teams within Fidelity Charitable as well as across the enterprise to continually evaluate emerging threats as well as drive impactful security architecture solutions that will promote standard methodologies and enhance the security posture of our capabilities.
In addition, you will provide technical vision and leadership over critical capabilities as part of multi-year programs providing new business capabilities and continually evolving existing platforms. You will be a part of a broader team that defines and maintains our overall technical strategy and coordinated roadmap. This position requires strong technical expertise, strategic thinking, and the ability to foster collaboration across cross-functional teams to ensure Fidelity remains at the forefront of cybersecurity innovation. Key responsibilities include engaging with senior leadership to influence product roadmaps, driving adoption of enterprise security standards, and producing high-quality documentation such as blueprints and frameworks.
The Expertise and Skills You Bring
•Deep understanding of application security frameworks, disciplines and practices, experience with secure application development and application security risk mitigation techniques
• Experience architecting and implementing solutions for identity management including single sign-on and federated identity management, authorization and identity provisioning. Relevant certifications such as CISSP, CISA, CCSP, AWS Security Principles, and AWS Certified Solution Architect preferred.
• Knowledge of Identity and Access Management (IAM), Cryptography / Key Management, Access Controls and Security Protocols, secrets modernization, secrets management e.g., Multi-factor, SAML, OAuth, OIDC etc.
• Experience with firewall, WAF and other edge services and good understanding of DMZ and other network architectures
• Experience managing the unique security challenges of cloud environments, with a strong focus on AWS
• The ability to guide the development and design of security standard methodologies to all layers of the application stack.
• Experience in developing applications with Java and Spring frameworks as well as experience in integration patterns utilizing APIs, streaming, messaging, and file exchange.
• Demonstrated ability to convert theoretical ideas into real-world implementations by building complete proofs of concept and providing tangible solutions along with well‑defined migration plans.
• Proven ability to define new strategies or enhance existing ones, ensuring alignment with enterprise direction while collaborating with and influencing technology partners to drive adoption and execution.
• Ability to communicate clearly and build positive working relationships across teams.
• Driven by curiosity and teamwork to develop sound and effective approaches to intricate problems, making solid tradeoffs that ensure both effective design and high‑quality delivery.
• Solid foundation and experience base in software engineering and continuous delivery practices
• Bachelor’s degree in computer science, Information Technology, or a related field
The Team
Fidelity Charitable is the brand name for the Fidelity® Charitable Gift Fund, an independent public charity, established in 1991 with the mission to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants.
The mission of Fidelity Charitable Services (FCS) is to be the premier provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS offers the Fidelity Charitable Gift FundSM, the nation's largest donor-advised fund. 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.
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.
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 Title: Managing Director- 401K Relationship Manager
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Managing Director (MD) is entrusted with a book of business of defined contribution plans aligned to key Core Market advisor relationships. The books of business will vary based on each advisor, but typically comprise of up to 90 plan sponsor relationships and 5 – 7 advisor relationships. Plan sizes supported up to $25M in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.
The Managing Director is the primary contact for their client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. Travel is required, approximately 25% of the time.
In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.
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.
Job Title: Managing Director- 401K Relationship Manager
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Managing Director (MD) is entrusted with a book of business of defined contribution plans aligned to key Core Market advisor relationships. The books of business will vary based on each advisor, but typically comprise of up to 90 plan sponsor relationships and 5 – 7 advisor relationships. Plan sizes supported up to $25M in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.
The Managing Director is the primary contact for their client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. Travel is required, approximately 25% of the time.
In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.
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.
Job Title: Managing Director- 401K Relationship Manager
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Managing Director (MD) is entrusted with a book of business of defined contribution plans aligned to key Core Market advisor relationships. The books of business will vary based on each advisor, but typically comprise of up to 90 plan sponsor relationships and 5 – 7 advisor relationships. Plan sizes supported up to $25M in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.
The Managing Director is the primary contact for their client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. Travel is required, approximately 25% of the time.
In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.
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.
Job Title: Managing Director- 401K Relationship Manager
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Managing Director (MD) is entrusted with a book of business of defined contribution plans aligned to key Core Market advisor relationships. The books of business will vary based on each advisor, but typically comprise of up to 90 plan sponsor relationships and 5 – 7 advisor relationships. Plan sizes supported up to $25M in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.
The Managing Director is the primary contact for their client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. Travel is required, approximately 25% of the time.
In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.
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.
Job Title: Managing Director- 401K Relationship Manager
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Managing Director (MD) is entrusted with a book of business of defined contribution plans aligned to key Core Market advisor relationships. The books of business will vary based on each advisor, but typically comprise of up to 90 plan sponsor relationships and 5 – 7 advisor relationships. Plan sizes supported up to $25M in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.
The Managing Director is the primary contact for their client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. Travel is required, approximately 25% of the time.
In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As Director of Communications for Fidelity’s Asset Management (AM) and Enterprise Services (ES) organizations, you will work in close partnership with Fidelity AM executives and investment professionals, supporting high-impact communications and fostering alignment across the investment organization. You will also collaborate with Fidelity’s ES businesses that develop new sources of revenue, explore emerging technologies, enhance operational capabilities, and improve the customer experience. You’ll work directly with senior leaders in AM and ES to develop thoughtful, strategic, and impactful communications campaigns, executive speaking points, presentations, intranet content, and messaging across digital, social channels and live events.
Collaborating with business and functional partners, you’ll drive communications that align with Fidelity priorities, connect associates to the business strategy, and support organizational and cultural change. You’ll have opportunities to grow and deliver impact as you partner closely with colleagues in Fidelity’s Corporate Communications and Corporate Affairs teams covering government relations, public policy, external communications, community relations, social media, and more.
The Expertise and Skills You Bring
The Team
This role sits in the Leadership Communications organization within Corporate Communications.
We connect our work to larger enterprise efforts that reach a range of internal and external audiences.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Note: Fidelity will not provide immigration sponsorship for this position
Senior Full Stack Engineer
The Role
Seeking an experienced an experienced Senior Full Stack Engineer to work on building our strategic platforms in FIG. You will be part of a team with roles from multiple disciplines working on capabilities that support all business verticals in the group. You will be responsible for all phases of the software development lifecycle (SDLC) and will engage with architects, engineers, and leadership to deliver prioritized features. By bringing your skills to our team, you will help promote a culture of engineering excellence as we innovate for the future of FIG.
The Expertise and Skills You Bring
The Team
The Fidelity Insurance Group (FIG) Technology team is a small, growing team in Enterprise Services with a 'Start Up' feel. We are seeking an upbeat, hardworking Senior Full Stack Engineer to join us in defining the future for our organization. We will have a focus on modernizing and building innovative cloud-native experiences, capabilities, and platforms in support of millions of customers who are seeking products that provide guaranteed income and/or protection. We are an emerging group in Fidelity with strategic financial backing who need someone who can help us as we move into the future!
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.
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.
]]>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We’re Looking For
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up
Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
The Skills You Bring
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.
Please note this role requires in-person attendance in the assigned Branch location.
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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 Title: Senior Carrier Relationship Manager
Note: Fidelity will not provide immigration sponsorship for this position
The Role
As a Senior Carrier Relationship Manager, you will lead strategic engagement with Fidelity Medicare Services’ most complex and high-impact insurance carrier partners, including large national carriers and select regional carriers. This role is responsible for advancing enterprise business objectives, enhancing service delivery, and identifying new growth opportunities through highly strategic partnerships.
You will serve as the primary owner of these key carrier relationships, driving enterprise-level strategy, leading contract negotiations, and influencing carrier performance and alignment. This role requires a strong blend of executive relationship management, operational leadership, and deep Medicare industry expertise.
As a senior individual contributor and key member of the Carrier Management and Business Enablement (CMBE) Leadership Team, you will also play a broader leadership role across the organization by providing mentorship, guidance, and peer support to team members, as well as contributing to cross-functional initiatives and overall team success.
This role will report to the Head of Carrier Management and Business Enablement.
The Expertise and Skills You Bring
Strategic Partnership Leadership: Lead and own executive-level relationships with large national carrier partners and select regional carriers developing and executing plans aligned to with Fidelity Medicare Services business objectives
Carrier Portfolio Management: Own a portfolio of complex, high-impact carrier relationships, ensuring performance, growth, and long-term alignment, while driving accountability and alignment across internal and external stakeholders supporting these partnerships
Performance and Operational Excellence: Define and oversee service level expectations, KPIs, and performance metrics across assigned carriers conducting comprehensive annual carrier evaluations assessing performance, alignment with customer needs, and competitive positioning
Growth and Expansion: Identify, evaluate, and onboard new carrier partners to enhance market competitiveness and expand offerings driving innovation and joint growth initiatives with carrier partners
Contract and Negotiation Leadership: Lead complex contract negotiations and re-negotiations to mitigate risk and improve financial outcomes (e.g., commissions, service terms). Maintain deep expertise in contractual obligations and regulatory requirements
Escalation and Governance: Serve as the primary escalation point for high-impact carrier issues and audits ensuring timely resolution and compliance with contractual and regulatory standards
Cross-Functional and Enterprise Influence: Act as a subject matter expert in enterprise initiatives across training, compliance, marketing, and operations facilitating strategic collaboration and knowledge sharing between internal teams and carrier partners
Leadership and Team Contribution: Serve as an active member of the CMBE Leadership Team contributing to broader team initiatives and supporting organizational priorities including mentorship, coaching, and peer guidance.
Execution Excellence: Ensure accountability for deliverables, follow-ups, and outcomes from carrier engagements delivering disciplined execution against strategic and operational priorities
The Team
Fidelity Medicare Services provides customers with tools and advice to help them select and purchase Medicare coverage that meets their health and financial needs. As a health insurance broker partnering with leading carriers, this team is building a highly strategic capability to support millions of Americans.
As part of this innovative and growing organization, the Senior Carrier Relationship Manager plays a critical leadership role in shaping carrier strategy, strengthening partnerships, and driving long-term business 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.
Job Title: Senior Carrier Relationship Manager
Note: Fidelity will not provide immigration sponsorship for this position
The Role
As a Senior Carrier Relationship Manager, you will lead strategic engagement with Fidelity Medicare Services’ most complex and high-impact insurance carrier partners, including large national carriers and select regional carriers. This role is responsible for advancing enterprise business objectives, enhancing service delivery, and identifying new growth opportunities through highly strategic partnerships.
You will serve as the primary owner of these key carrier relationships, driving enterprise-level strategy, leading contract negotiations, and influencing carrier performance and alignment. This role requires a strong blend of executive relationship management, operational leadership, and deep Medicare industry expertise.
As a senior individual contributor and key member of the Carrier Management and Business Enablement (CMBE) Leadership Team, you will also play a broader leadership role across the organization by providing mentorship, guidance, and peer support to team members, as well as contributing to cross-functional initiatives and overall team success.
This role will report to the Head of Carrier Management and Business Enablement.
The Expertise and Skills You Bring
Strategic Partnership Leadership: Lead and own executive-level relationships with large national carrier partners and select regional carriers developing and executing plans aligned to with Fidelity Medicare Services business objectives
Carrier Portfolio Management: Own a portfolio of complex, high-impact carrier relationships, ensuring performance, growth, and long-term alignment, while driving accountability and alignment across internal and external stakeholders supporting these partnerships
Performance and Operational Excellence: Define and oversee service level expectations, KPIs, and performance metrics across assigned carriers conducting comprehensive annual carrier evaluations assessing performance, alignment with customer needs, and competitive positioning
Growth and Expansion: Identify, evaluate, and onboard new carrier partners to enhance market competitiveness and expand offerings driving innovation and joint growth initiatives with carrier partners
Contract and Negotiation Leadership: Lead complex contract negotiations and re-negotiations to mitigate risk and improve financial outcomes (e.g., commissions, service terms). Maintain deep expertise in contractual obligations and regulatory requirements
Escalation and Governance: Serve as the primary escalation point for high-impact carrier issues and audits ensuring timely resolution and compliance with contractual and regulatory standards
Cross-Functional and Enterprise Influence: Act as a subject matter expert in enterprise initiatives across training, compliance, marketing, and operations facilitating strategic collaboration and knowledge sharing between internal teams and carrier partners
Leadership and Team Contribution: Serve as an active member of the CMBE Leadership Team contributing to broader team initiatives and supporting organizational priorities including mentorship, coaching, and peer guidance.
Execution Excellence: Ensure accountability for deliverables, follow-ups, and outcomes from carrier engagements delivering disciplined execution against strategic and operational priorities
The Team
Fidelity Medicare Services provides customers with tools and advice to help them select and purchase Medicare coverage that meets their health and financial needs. As a health insurance broker partnering with leading carriers, this team is building a highly strategic capability to support millions of Americans.
As part of this innovative and growing organization, the Senior Carrier Relationship Manager plays a critical leadership role in shaping carrier strategy, strengthening partnerships, and driving long-term business 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.
Job Title: Senior Carrier Relationship Manager
Note: Fidelity will not provide immigration sponsorship for this position
The Role
As a Senior Carrier Relationship Manager, you will lead strategic engagement with Fidelity Medicare Services’ most complex and high-impact insurance carrier partners, including large national carriers and select regional carriers. This role is responsible for advancing enterprise business objectives, enhancing service delivery, and identifying new growth opportunities through highly strategic partnerships.
You will serve as the primary owner of these key carrier relationships, driving enterprise-level strategy, leading contract negotiations, and influencing carrier performance and alignment. This role requires a strong blend of executive relationship management, operational leadership, and deep Medicare industry expertise.
As a senior individual contributor and key member of the Carrier Management and Business Enablement (CMBE) Leadership Team, you will also play a broader leadership role across the organization by providing mentorship, guidance, and peer support to team members, as well as contributing to cross-functional initiatives and overall team success.
This role will report to the Head of Carrier Management and Business Enablement.
The Expertise and Skills You Bring
Strategic Partnership Leadership: Lead and own executive-level relationships with large national carrier partners and select regional carriers developing and executing plans aligned to with Fidelity Medicare Services business objectives
Carrier Portfolio Management: Own a portfolio of complex, high-impact carrier relationships, ensuring performance, growth, and long-term alignment, while driving accountability and alignment across internal and external stakeholders supporting these partnerships
Performance and Operational Excellence: Define and oversee service level expectations, KPIs, and performance metrics across assigned carriers conducting comprehensive annual carrier evaluations assessing performance, alignment with customer needs, and competitive positioning
Growth and Expansion: Identify, evaluate, and onboard new carrier partners to enhance market competitiveness and expand offerings driving innovation and joint growth initiatives with carrier partners
Contract and Negotiation Leadership: Lead complex contract negotiations and re-negotiations to mitigate risk and improve financial outcomes (e.g., commissions, service terms). Maintain deep expertise in contractual obligations and regulatory requirements
Escalation and Governance: Serve as the primary escalation point for high-impact carrier issues and audits ensuring timely resolution and compliance with contractual and regulatory standards
Cross-Functional and Enterprise Influence: Act as a subject matter expert in enterprise initiatives across training, compliance, marketing, and operations facilitating strategic collaboration and knowledge sharing between internal teams and carrier partners
Leadership and Team Contribution: Serve as an active member of the CMBE Leadership Team contributing to broader team initiatives and supporting organizational priorities including mentorship, coaching, and peer guidance.
Execution Excellence: Ensure accountability for deliverables, follow-ups, and outcomes from carrier engagements delivering disciplined execution against strategic and operational priorities
The Team
Fidelity Medicare Services provides customers with tools and advice to help them select and purchase Medicare coverage that meets their health and financial needs. As a health insurance broker partnering with leading carriers, this team is building a highly strategic capability to support millions of Americans.
As part of this innovative and growing organization, the Senior Carrier Relationship Manager plays a critical leadership role in shaping carrier strategy, strengthening partnerships, and driving long-term business 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.
Job Title: Senior Carrier Relationship Manager
Note: Fidelity will not provide immigration sponsorship for this position
The Role
As a Senior Carrier Relationship Manager, you will lead strategic engagement with Fidelity Medicare Services’ most complex and high-impact insurance carrier partners, including large national carriers and select regional carriers. This role is responsible for advancing enterprise business objectives, enhancing service delivery, and identifying new growth opportunities through highly strategic partnerships.
You will serve as the primary owner of these key carrier relationships, driving enterprise-level strategy, leading contract negotiations, and influencing carrier performance and alignment. This role requires a strong blend of executive relationship management, operational leadership, and deep Medicare industry expertise.
As a senior individual contributor and key member of the Carrier Management and Business Enablement (CMBE) Leadership Team, you will also play a broader leadership role across the organization by providing mentorship, guidance, and peer support to team members, as well as contributing to cross-functional initiatives and overall team success.
This role will report to the Head of Carrier Management and Business Enablement.
The Expertise and Skills You Bring
Strategic Partnership Leadership: Lead and own executive-level relationships with large national carrier partners and select regional carriers developing and executing plans aligned to with Fidelity Medicare Services business objectives
Carrier Portfolio Management: Own a portfolio of complex, high-impact carrier relationships, ensuring performance, growth, and long-term alignment, while driving accountability and alignment across internal and external stakeholders supporting these partnerships
Performance and Operational Excellence: Define and oversee service level expectations, KPIs, and performance metrics across assigned carriers conducting comprehensive annual carrier evaluations assessing performance, alignment with customer needs, and competitive positioning
Growth and Expansion: Identify, evaluate, and onboard new carrier partners to enhance market competitiveness and expand offerings driving innovation and joint growth initiatives with carrier partners
Contract and Negotiation Leadership: Lead complex contract negotiations and re-negotiations to mitigate risk and improve financial outcomes (e.g., commissions, service terms). Maintain deep expertise in contractual obligations and regulatory requirements
Escalation and Governance: Serve as the primary escalation point for high-impact carrier issues and audits ensuring timely resolution and compliance with contractual and regulatory standards
Cross-Functional and Enterprise Influence: Act as a subject matter expert in enterprise initiatives across training, compliance, marketing, and operations facilitating strategic collaboration and knowledge sharing between internal teams and carrier partners
Leadership and Team Contribution: Serve as an active member of the CMBE Leadership Team contributing to broader team initiatives and supporting organizational priorities including mentorship, coaching, and peer guidance.
Execution Excellence: Ensure accountability for deliverables, follow-ups, and outcomes from carrier engagements delivering disciplined execution against strategic and operational priorities
The Team
Fidelity Medicare Services provides customers with tools and advice to help them select and purchase Medicare coverage that meets their health and financial needs. As a health insurance broker partnering with leading carriers, this team is building a highly strategic capability to support millions of Americans.
As part of this innovative and growing organization, the Senior Carrier Relationship Manager plays a critical leadership role in shaping carrier strategy, strengthening partnerships, and driving long-term business 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.
Job Title: Senior Carrier Relationship Manager
Note: Fidelity will not provide immigration sponsorship for this position
The Role
As a Senior Carrier Relationship Manager, you will lead strategic engagement with Fidelity Medicare Services’ most complex and high-impact insurance carrier partners, including large national carriers and select regional carriers. This role is responsible for advancing enterprise business objectives, enhancing service delivery, and identifying new growth opportunities through highly strategic partnerships.
You will serve as the primary owner of these key carrier relationships, driving enterprise-level strategy, leading contract negotiations, and influencing carrier performance and alignment. This role requires a strong blend of executive relationship management, operational leadership, and deep Medicare industry expertise.
As a senior individual contributor and key member of the Carrier Management and Business Enablement (CMBE) Leadership Team, you will also play a broader leadership role across the organization by providing mentorship, guidance, and peer support to team members, as well as contributing to cross-functional initiatives and overall team success.
This role will report to the Head of Carrier Management and Business Enablement.
The Expertise and Skills You Bring
Strategic Partnership Leadership: Lead and own executive-level relationships with large national carrier partners and select regional carriers developing and executing plans aligned to with Fidelity Medicare Services business objectives
Carrier Portfolio Management: Own a portfolio of complex, high-impact carrier relationships, ensuring performance, growth, and long-term alignment, while driving accountability and alignment across internal and external stakeholders supporting these partnerships
Performance and Operational Excellence: Define and oversee service level expectations, KPIs, and performance metrics across assigned carriers conducting comprehensive annual carrier evaluations assessing performance, alignment with customer needs, and competitive positioning
Growth and Expansion: Identify, evaluate, and onboard new carrier partners to enhance market competitiveness and expand offerings driving innovation and joint growth initiatives with carrier partners
Contract and Negotiation Leadership: Lead complex contract negotiations and re-negotiations to mitigate risk and improve financial outcomes (e.g., commissions, service terms). Maintain deep expertise in contractual obligations and regulatory requirements
Escalation and Governance: Serve as the primary escalation point for high-impact carrier issues and audits ensuring timely resolution and compliance with contractual and regulatory standards
Cross-Functional and Enterprise Influence: Act as a subject matter expert in enterprise initiatives across training, compliance, marketing, and operations facilitating strategic collaboration and knowledge sharing between internal teams and carrier partners
Leadership and Team Contribution: Serve as an active member of the CMBE Leadership Team contributing to broader team initiatives and supporting organizational priorities including mentorship, coaching, and peer guidance.
Execution Excellence: Ensure accountability for deliverables, follow-ups, and outcomes from carrier engagements delivering disciplined execution against strategic and operational priorities
The Team
Fidelity Medicare Services provides customers with tools and advice to help them select and purchase Medicare coverage that meets their health and financial needs. As a health insurance broker partnering with leading carriers, this team is building a highly strategic capability to support millions of Americans.
As part of this innovative and growing organization, the Senior Carrier Relationship Manager plays a critical leadership role in shaping carrier strategy, strengthening partnerships, and driving long-term business 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.
Job Title: Senior Carrier Relationship Manager
Note: Fidelity will not provide immigration sponsorship for this position
The Role
As a Senior Carrier Relationship Manager, you will lead strategic engagement with Fidelity Medicare Services’ most complex and high-impact insurance carrier partners, including large national carriers and select regional carriers. This role is responsible for advancing enterprise business objectives, enhancing service delivery, and identifying new growth opportunities through highly strategic partnerships.
You will serve as the primary owner of these key carrier relationships, driving enterprise-level strategy, leading contract negotiations, and influencing carrier performance and alignment. This role requires a strong blend of executive relationship management, operational leadership, and deep Medicare industry expertise.
As a senior individual contributor and key member of the Carrier Management and Business Enablement (CMBE) Leadership Team, you will also play a broader leadership role across the organization by providing mentorship, guidance, and peer support to team members, as well as contributing to cross-functional initiatives and overall team success.
This role will report to the Head of Carrier Management and Business Enablement.
The Expertise and Skills You Bring
Strategic Partnership Leadership: Lead and own executive-level relationships with large national carrier partners and select regional carriers developing and executing plans aligned to with Fidelity Medicare Services business objectives
Carrier Portfolio Management: Own a portfolio of complex, high-impact carrier relationships, ensuring performance, growth, and long-term alignment, while driving accountability and alignment across internal and external stakeholders supporting these partnerships
Performance and Operational Excellence: Define and oversee service level expectations, KPIs, and performance metrics across assigned carriers conducting comprehensive annual carrier evaluations assessing performance, alignment with customer needs, and competitive positioning
Growth and Expansion: Identify, evaluate, and onboard new carrier partners to enhance market competitiveness and expand offerings driving innovation and joint growth initiatives with carrier partners
Contract and Negotiation Leadership: Lead complex contract negotiations and re-negotiations to mitigate risk and improve financial outcomes (e.g., commissions, service terms). Maintain deep expertise in contractual obligations and regulatory requirements
Escalation and Governance: Serve as the primary escalation point for high-impact carrier issues and audits ensuring timely resolution and compliance with contractual and regulatory standards
Cross-Functional and Enterprise Influence: Act as a subject matter expert in enterprise initiatives across training, compliance, marketing, and operations facilitating strategic collaboration and knowledge sharing between internal teams and carrier partners
Leadership and Team Contribution: Serve as an active member of the CMBE Leadership Team contributing to broader team initiatives and supporting organizational priorities including mentorship, coaching, and peer guidance.
Execution Excellence: Ensure accountability for deliverables, follow-ups, and outcomes from carrier engagements delivering disciplined execution against strategic and operational priorities
The Team
Fidelity Medicare Services provides customers with tools and advice to help them select and purchase Medicare coverage that meets their health and financial needs. As a health insurance broker partnering with leading carriers, this team is building a highly strategic capability to support millions of Americans.
As part of this innovative and growing organization, the Senior Carrier Relationship Manager plays a critical leadership role in shaping carrier strategy, strengthening partnerships, and driving long-term business 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.
Job Title: Senior Carrier Relationship Manager
Note: Fidelity will not provide immigration sponsorship for this position
The Role
As a Senior Carrier Relationship Manager, you will lead strategic engagement with Fidelity Medicare Services’ most complex and high-impact insurance carrier partners, including large national carriers and select regional carriers. This role is responsible for advancing enterprise business objectives, enhancing service delivery, and identifying new growth opportunities through highly strategic partnerships.
You will serve as the primary owner of these key carrier relationships, driving enterprise-level strategy, leading contract negotiations, and influencing carrier performance and alignment. This role requires a strong blend of executive relationship management, operational leadership, and deep Medicare industry expertise.
As a senior individual contributor and key member of the Carrier Management and Business Enablement (CMBE) Leadership Team, you will also play a broader leadership role across the organization by providing mentorship, guidance, and peer support to team members, as well as contributing to cross-functional initiatives and overall team success.
This role will report to the Head of Carrier Management and Business Enablement.
The Expertise and Skills You Bring
Strategic Partnership Leadership: Lead and own executive-level relationships with large national carrier partners and select regional carriers developing and executing plans aligned to with Fidelity Medicare Services business objectives
Carrier Portfolio Management: Own a portfolio of complex, high-impact carrier relationships, ensuring performance, growth, and long-term alignment, while driving accountability and alignment across internal and external stakeholders supporting these partnerships
Performance and Operational Excellence: Define and oversee service level expectations, KPIs, and performance metrics across assigned carriers conducting comprehensive annual carrier evaluations assessing performance, alignment with customer needs, and competitive positioning
Growth and Expansion: Identify, evaluate, and onboard new carrier partners to enhance market competitiveness and expand offerings driving innovation and joint growth initiatives with carrier partners
Contract and Negotiation Leadership: Lead complex contract negotiations and re-negotiations to mitigate risk and improve financial outcomes (e.g., commissions, service terms). Maintain deep expertise in contractual obligations and regulatory requirements
Escalation and Governance: Serve as the primary escalation point for high-impact carrier issues and audits ensuring timely resolution and compliance with contractual and regulatory standards
Cross-Functional and Enterprise Influence: Act as a subject matter expert in enterprise initiatives across training, compliance, marketing, and operations facilitating strategic collaboration and knowledge sharing between internal teams and carrier partners
Leadership and Team Contribution: Serve as an active member of the CMBE Leadership Team contributing to broader team initiatives and supporting organizational priorities including mentorship, coaching, and peer guidance.
Execution Excellence: Ensure accountability for deliverables, follow-ups, and outcomes from carrier engagements delivering disciplined execution against strategic and operational priorities
The Team
Fidelity Medicare Services provides customers with tools and advice to help them select and purchase Medicare coverage that meets their health and financial needs. As a health insurance broker partnering with leading carriers, this team is building a highly strategic capability to support millions of Americans.
As part of this innovative and growing organization, the Senior Carrier Relationship Manager plays a critical leadership role in shaping carrier strategy, strengthening partnerships, and driving long-term business 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.
The Role
The Client Conversion Services (CCS) Implementation team plays a critical role in guiding Broker‑Dealers, Advisors, Banks, Trust companies, and Family Office clients through their transition onto the Fidelity Institutional Wealth Management Services (FIWMS) platform. As a Senior Manager, Implementation Project Management, you will be at the center of this transformation—leading complex onboarding initiatives, strengthening client relationships, and ensuring a seamless conversion experience.
In this highly visible role, you will:
Lead the onboarding of new Banks, Trust Departments and Registered Investment Advisors (RIAs) as they join Fidelity.
Support existing advisors transitioning business to the FIWMS platform.
Drive mid‑ to large‑scale implementation projects, coordinating stakeholders and delivering a world‑class onboarding journey.
You will take full ownership of the implementation lifecycle, managing client relationships with minimal oversight, navigating complexity with confidence, and ensuring assets transition smoothly.
The Expertise You Have
Series 7 required
Bachelor’s degree in business or finance (Advanced degree preferred)
5+ years of financial services experience, ideally within institutional or high‑net‑worth client management or relationship‑driven roles
Deep knowledge of Fidelity’s business segments, financial markets, and the competitive landscape
Experience with a wide spectrum of investment solutions, products, and services offered to Fidelity clients
Skills You Bring
Familiarity with Trust Accounting Systems, and the Fidelity brokerage platform
Exceptional organizational skills, with the ability to manage multiple, complex relationships and projects in a fast‑paced environment
Strong project management capabilities and a proven ability to execute against deadlines
Excellent analytical and problem‑solving skills
Knowledge of Fidelity brokerage policies, systems (FBSI, XTRAC), and tools (Excel)
Outstanding verbal, written, and presentation skills
The Value You Deliver
Design and execute tailored asset‑conversion plans for new FIWMS clients—analyzing source platforms and defining the most effective conversion paths.
Lead the client experience from start to finish, establishing clear expectations and delivering a smooth, high‑quality onboarding journey.
Act as a trusted liaison, coordinating across FIWMS teams to troubleshoot and resolve client issues quickly and effectively.
Provide hands‑on support for client needs, including account setup, asset transfers, account maintenance, and service escalation.
Evaluate client operating models to align with FIWMS policies, recommending enhancements and negotiating workable solutions.
Lead mid‑ to large‑scale projects with varying degrees of complexity, including onsite support for advisor breakaways and book-of-business conversions.
The Team
Fidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and 'extraordinary' client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses. The Team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The Client Conversion Services (CCS) Implementation team plays a critical role in guiding Broker‑Dealers, Advisors, Banks, Trust companies, and Family Office clients through their transition onto the Fidelity Institutional Wealth Management Services (FIWMS) platform. As a Senior Manager, Implementation Project Management, you will be at the center of this transformation—leading complex onboarding initiatives, strengthening client relationships, and ensuring a seamless conversion experience.
In this highly visible role, you will:
Lead the onboarding of new Banks, Trust Departments and Registered Investment Advisors (RIAs) as they join Fidelity.
Support existing advisors transitioning business to the FIWMS platform.
Drive mid‑ to large‑scale implementation projects, coordinating stakeholders and delivering a world‑class onboarding journey.
You will take full ownership of the implementation lifecycle, managing client relationships with minimal oversight, navigating complexity with confidence, and ensuring assets transition smoothly.
The Expertise You Have
Series 7 required
Bachelor’s degree in business or finance (Advanced degree preferred)
5+ years of financial services experience, ideally within institutional or high‑net‑worth client management or relationship‑driven roles
Deep knowledge of Fidelity’s business segments, financial markets, and the competitive landscape
Experience with a wide spectrum of investment solutions, products, and services offered to Fidelity clients
Skills You Bring
Familiarity with Trust Accounting Systems, and the Fidelity brokerage platform
Exceptional organizational skills, with the ability to manage multiple, complex relationships and projects in a fast‑paced environment
Strong project management capabilities and a proven ability to execute against deadlines
Excellent analytical and problem‑solving skills
Knowledge of Fidelity brokerage policies, systems (FBSI, XTRAC), and tools (Excel)
Outstanding verbal, written, and presentation skills
The Value You Deliver
Design and execute tailored asset‑conversion plans for new FIWMS clients—analyzing source platforms and defining the most effective conversion paths.
Lead the client experience from start to finish, establishing clear expectations and delivering a smooth, high‑quality onboarding journey.
Act as a trusted liaison, coordinating across FIWMS teams to troubleshoot and resolve client issues quickly and effectively.
Provide hands‑on support for client needs, including account setup, asset transfers, account maintenance, and service escalation.
Evaluate client operating models to align with FIWMS policies, recommending enhancements and negotiating workable solutions.
Lead mid‑ to large‑scale projects with varying degrees of complexity, including onsite support for advisor breakaways and book-of-business conversions.
The Team
Fidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and 'extraordinary' client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses. The Team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Financial Services Representative
Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.
What to expect…
In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.
Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.
Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.
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.
Advantages of our career development experience…
You are supported. 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.
You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.
You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will 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.
You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.
The expertise we’re looking for…
High energy and enthusiasm with a natural 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
The Skills You Bring
Eagerness to learn and build a career in financial services
Ability to deliver an outstanding customer experience
Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
Coachability, collaboration and curiosity will fuel your success
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA
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.
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.
]]>Director, Alternative Investments
Note: Fidelity is not providing immigration sponsorship for this position
The Role
The Director of Alternative Investments is a member of an investment oversight team working on behalf of the charity and will manage a team of deal support professionals who are responsible for the timely and accurate intake and execution of private equity, real estate, private credit, hedge funds, and other alternative and non-traditional investments. This individual will be responsible for furthering the scale, efficiency, and risk management controls of this function. This individual will also be expected to be a subject matter expert in alternative investments and represent the Charity in working directly with external advisors and donors. This individual will be expected to work closely with internal partners, external fund managers, general partners, and custodial staff to support the timely review and execution of alternative investment transactions. This position requires strong expertise in alternative investments and their role in a diversified portfolio. This role also requires strong communication skills, attention to detail, positive professional attitude, and ability to work in a dynamic team environment.
Manage a team of deal support professionals who are responsible for the timely and accurate intake and execution of alternative investments.
Embrace technology and risk management to further the scale, efficiency, and control environment of the deal support function, as well as hand offs across the team.
Works with management to identify and implement strategic initiatives to mitigate risk, improve service quality and operating efficiency, and optimize costs.
Support new and existing advisor and donor relationships though consultative and solution-oriented discussions with advisors, donors, and with internal stakeholders (relationship managers and fundraisers)
Review proposed new alternative investments by applying a compliance-based lens against a set of established investment policies and guidelines.
Provide transaction support and oversight through analyzing, onboarding, and maintaining complex, non-traditional investments that involve non-standard contracts, investment execution, wire instructions, valuation support, investment and operational due diligence reports, and documentation. Collaborate with internal legal and tax teams as needed to support a transaction.
Serve as operational support for organizational strategic and departmental initiatives and projects.
Work collaboratively with internal auditors and other operation heads in developing and maintaining a strong control environment.
Provide in-depth analysis of portfolio and fund performance, risk, cash flows, and underlying fund and company investments.
The Expertise and Skills You Bring
10+ years’ experience in alternative investments or private markets front or middle office, or in an investments role with demonstrated ability to gain client trust
Demonstrated ability to lead a team; direct experience in people management strongly preferred
MBA or graduate degree in finance, economics, or related field
CFA and/or CAIA, or progress towards these certifications is preferred
Strong understanding of alternative investments, including private equity, real estate, private credit, hedge funds, and other non-traditional investments
Deep understanding of investment offering materials, including limited partnership agreements and subscription documents
Experience with investment and operational due diligence.
Strong analytical skills; excellent verbal and written communication skills
Experience identifying and maintaining sound internal controls and data quality environment.
Superb work ethic, attention to detail, team orientation, and commitment to excellence
Strong interpersonal skills, and ability to form and maintain strong business relationships.
Experience with Advent, Bloomberg, and alternative investment third party services is a plus.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The senior manager role on Fidelity Procurement’s strategic sourcing team leads Procurement projects of medium to high level complexity, typically in support of a single business group. This role will work with business partners to improve Fidelity’s position to broker for the right products, at the right price and contractual terms. Individuals should possess experience working across many business segments, including technology, marketing, financial services, and consulting services. They should exhibit strong communications skills as they partner with Fidelity leaders across our business units to achieve stronger scale and efficiency for Fidelity.
The Expertise and Skills you Bring
The Value You Deliver
The Team
Fidelity procurement helps Fidelity business partners make smart purchasing decisions that reduce risk and maximize value for the firm. Your impact will be realized as you assist our business partners in engaging Procurement to secure products and/or services through new vendor or existing vendor relationships. Your impact will be proven through the savings you are able to return to the firm.
Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manager to understand the potential impact to your registrations before a final hiring decision is made.
Salary Grade:
6
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position.
We are seeking a detail-oriented and highly skilled Software Test Engineer to join our shared services team. In this role, you will be responsible for designing, developing, and executing both manual and automated test plans to ensure delivery of high‑quality software products. You will collaborate closely with developers, product owners, and other stakeholders to identify issues early, drive continuous improvement, and support the release of reliable and scalable software solutions.
We are seeking an experienced quality assurance engineer to contribute to on-going project work on the Fixed Income applications. You will support the team by developing test automation, support our Acceptance Test Driven Development (ATDD) practices, and play an overall role in the team to help drive product quality. When you join our team, you will get an opportunity to work on challenging problems in a fun, dynamic environment with other talented individuals. You will join an agile team and play a hands-on role in coordination, design and development of application releases for the Shared Services product line.
· A strong understanding of the software development lifecycle process, preference is with Agile.
· Bachelor’s degree in computer science, Mathematics, or Engineering or similar.
· Quality Mindset
· 5 years of Software Testing Experience (both functional and automation)
o Experience with designing, developing, and executing maintainable test automation using test frameworks like Cucumber or FitNesse
o Experience in writing SQL queries for data validation against highly normalized transactional databases – Oracle strongly preferred
o Demonstrable experience and knowledge of object-oriented programming skills
. Familiar with Performance Engineering concepts
· Fast learner and a great team player
· You can effectively work on a small development team
· You are self-motivated, driven, and have a strong client focus and results in an orientation approach
· You have strong written and verbal communication skills to effectively engage with the technical team
· Strong analytical and problem-solving skills
· Strong desire to learn new technologies and the ability to ramp up quickly
· Develop automated test cases and underlying components of the testing automation framework
· Create and conduct Test Strategy and Test Plan reviews with team and ensure that all the quality standards are met by following the process as part of the Agile cycle
· Execute functional, system and integration tests and Participate in UAT testing with the operations
· Adhere to software engineering best practices using Java, GitHub, SQL, Jenkins and JSON
· Look for opportunities to streamline the SDLC especially as it relates to testing
· Work closely with the Product Owner to define Acceptance Criteria
· Analyze test results, determine suitability of builds for production deployment, and provide sign-off documentation for our change management process
· Participate in coordinated regression testing efforts for shared services releases
· Develop, document and communicate testing artifacts within the team.
· Maintain trusted relationships with business partners.
· Able to be highly productive in an agile project delivery environment.
Fidelity’s Fixed Income Division manages over 3 trillion and continues to see strong inflows into our funds. To support this growth and drive scale, we are seeking a quality test engineer to be part of a growing team that supports our portfolio management and trading products.
In our Fixed Income Technology organization, we are committed to empowering our investment professionals with the very best tools and technologies to deliver world class investment performance to our customers. Our technology experts work across a broad array of investment processes supporting many different types of securities and investment objectives. Through outstanding business and technology partnership, we can offer great solutions to help our customers meet their financial 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position.
We are seeking a detail-oriented and highly skilled Software Test Engineer to join our shared services team. In this role, you will be responsible for designing, developing, and executing both manual and automated test plans to ensure delivery of high‑quality software products. You will collaborate closely with developers, product owners, and other stakeholders to identify issues early, drive continuous improvement, and support the release of reliable and scalable software solutions.
We are seeking an experienced quality assurance engineer to contribute to on-going project work on the Fixed Income applications. You will support the team by developing test automation, support our Acceptance Test Driven Development (ATDD) practices, and play an overall role in the team to help drive product quality. When you join our team, you will get an opportunity to work on challenging problems in a fun, dynamic environment with other talented individuals. You will join an agile team and play a hands-on role in coordination, design and development of application releases for the Shared Services product line.
· A strong understanding of the software development lifecycle process, preference is with Agile.
· Bachelor’s degree in computer science, Mathematics, or Engineering or similar.
· Quality Mindset
· 5 years of Software Testing Experience (both functional and automation)
o Experience with designing, developing, and executing maintainable test automation using test frameworks like Cucumber or FitNesse
o Experience in writing SQL queries for data validation against highly normalized transactional databases – Oracle strongly preferred
o Demonstrable experience and knowledge of object-oriented programming skills
. Familiar with Performance Engineering concepts
· Fast learner and a great team player
· You can effectively work on a small development team
· You are self-motivated, driven, and have a strong client focus and results in an orientation approach
· You have strong written and verbal communication skills to effectively engage with the technical team
· Strong analytical and problem-solving skills
· Strong desire to learn new technologies and the ability to ramp up quickly
· Develop automated test cases and underlying components of the testing automation framework
· Create and conduct Test Strategy and Test Plan reviews with team and ensure that all the quality standards are met by following the process as part of the Agile cycle
· Execute functional, system and integration tests and Participate in UAT testing with the operations
· Adhere to software engineering best practices using Java, GitHub, SQL, Jenkins and JSON
· Look for opportunities to streamline the SDLC especially as it relates to testing
· Work closely with the Product Owner to define Acceptance Criteria
· Analyze test results, determine suitability of builds for production deployment, and provide sign-off documentation for our change management process
· Participate in coordinated regression testing efforts for shared services releases
· Develop, document and communicate testing artifacts within the team.
· Maintain trusted relationships with business partners.
· Able to be highly productive in an agile project delivery environment.
Fidelity’s Fixed Income Division manages over 3 trillion and continues to see strong inflows into our funds. To support this growth and drive scale, we are seeking a quality test engineer to be part of a growing team that supports our portfolio management and trading products.
In our Fixed Income Technology organization, we are committed to empowering our investment professionals with the very best tools and technologies to deliver world class investment performance to our customers. Our technology experts work across a broad array of investment processes supporting many different types of securities and investment objectives. Through outstanding business and technology partnership, we can offer great solutions to help our customers meet their financial 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Role
The VP, Head of Storage Technology is responsible for the engineering, product management and operational availability of critical storage systems within the Fidelity environment. This environment enables all Fidelity applications and databases running in our on premises, private cloud environments and enables interoperability with our public cloud-based applications as well. We are seeking a technical leader to architect and oversee our enterprise-wide storage strategy. You will be the authority on hybrid cloud storage, balancing performance, cost, and compliance across on-premises environments and public cloud providers. You will champion the evolution of our block, file, and object storage capabilities, ensuring seamless data mobility and high availability.
The Expertise and Skills You Bring
Storage Strategy: Define and execute the roadmap for integrating on-premises enterprise storage arrays with software defined and cloud-native storage services.
Storage Engineering & Operations: Experience in overseeing technology for Block, File, Object and Backup/Recovery products, including software defined storage solutions, in an enterprise environment
Data Lifecycle Management: Implement automated tiering policies to optimize costs without sacrificing performance.
Scalability & Performance: Architect low-latency block storage for mission-critical databases and scalable file systems for distributed workloads.
Operational Excellence: Crisis and problem management skills, Experience in supporting enterprise mission critical environments
Economics: Provide a comprehensive model to improve, monitor and control storage-related efficiency and consumption
Team Management: Oversight of a team of 50+ storage and software engineers around the globe
Business Interface and Product leadership: Directly interacting with technology business partners and managing expectations, good interpersonal and team skills across all organization levels and multiple organizations
Security & Compliance: Ensure data protection, encryption, and regulatory adherence across all hybrid environments.
10-15+ years’ experience in IT across a broad range of technologies, with 5-10 years specific experience in working in server and storage infrastructure technologies
Expertise in Object (S3/Blob/CAS), Block (NVMe/SAN/iSCSI), and File (NFS/SMB/Parallel) storage protocols and backup/recovery products (CDP, snapshots, cloud-native, on-prem traditional).
Proven experience in large-scale data migrations from legacy hardware to software defined storage in a private/public/hybrid cloud.
Strong understanding of network storage performance (latency, throughput, bandwidth management)
Experience with Infrastructure as Code (Terraform, Ansible) in a storage context.
Ability to manage stakeholder expectations in high-stakes infrastructure projects.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Role
The VP, Head of Storage Technology is responsible for the engineering, product management and operational availability of critical storage systems within the Fidelity environment. This environment enables all Fidelity applications and databases running in our on premises, private cloud environments and enables interoperability with our public cloud-based applications as well. We are seeking a technical leader to architect and oversee our enterprise-wide storage strategy. You will be the authority on hybrid cloud storage, balancing performance, cost, and compliance across on-premises environments and public cloud providers. You will champion the evolution of our block, file, and object storage capabilities, ensuring seamless data mobility and high availability.
The Expertise and Skills You Bring
Storage Strategy: Define and execute the roadmap for integrating on-premises enterprise storage arrays with software defined and cloud-native storage services.
Storage Engineering & Operations: Experience in overseeing technology for Block, File, Object and Backup/Recovery products, including software defined storage solutions, in an enterprise environment
Data Lifecycle Management: Implement automated tiering policies to optimize costs without sacrificing performance.
Scalability & Performance: Architect low-latency block storage for mission-critical databases and scalable file systems for distributed workloads.
Operational Excellence: Crisis and problem management skills, Experience in supporting enterprise mission critical environments
Economics: Provide a comprehensive model to improve, monitor and control storage-related efficiency and consumption
Team Management: Oversight of a team of 50+ storage and software engineers around the globe
Business Interface and Product leadership: Directly interacting with technology business partners and managing expectations, good interpersonal and team skills across all organization levels and multiple organizations
Security & Compliance: Ensure data protection, encryption, and regulatory adherence across all hybrid environments.
10-15+ years’ experience in IT across a broad range of technologies, with 5-10 years specific experience in working in server and storage infrastructure technologies
Expertise in Object (S3/Blob/CAS), Block (NVMe/SAN/iSCSI), and File (NFS/SMB/Parallel) storage protocols and backup/recovery products (CDP, snapshots, cloud-native, on-prem traditional).
Proven experience in large-scale data migrations from legacy hardware to software defined storage in a private/public/hybrid cloud.
Strong understanding of network storage performance (latency, throughput, bandwidth management)
Experience with Infrastructure as Code (Terraform, Ansible) in a storage context.
Ability to manage stakeholder expectations in high-stakes infrastructure projects.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Role
We are seeking a highly motivated cybersecurity engineer with a strong focus on key management, encryption technologies, and hardware-backed security solutions who can make an immediate impact. The ideal candidate is curious, ownership-driven, and thrives in a collaborative, knowledge-sharing environment.
The Digital Asset Security Operations team within Fidelity Enterprise Cybersecurity (ECS) is responsible for securing mission‑critical platforms that power cryptocurrency and blockchain services. This role sits at the intersection of modern cryptographic systems, cloud-native architecture, and secure infrastructure engineering, with deep exposure to encryption platforms, Hardware Security Modules (HSMs), and containerized workloads in AWS.
You will work closely with cybersecurity, risk, and development teams to design, implement, and operate secure key lifecycle management systems and encryption controls across on-premises infrastructure and distributed cloud-native environments.
The Expertise and Skills You Bring
Bachelor’s degree in Computer Science or a related technical discipline
6+ years of experience in distributed systems engineering, security engineering, or platform operations
2+ years of hands-on experience with:
Enterprise Key Management Systems (KMS)
Encryption technologies (data-at-rest, data-in-transit, and data-in-use)
Secure API design and cryptographic service integration
Experience with Hardware Security Modules (HSMs) for secure key generation, storage, and cryptographic operations (strongly preferred)
1–2 years of experience working with cloud-native environments, including:
AWS (e.g., KMS, Nitro Enclaves, IAM, VPC security)
Kubernetes (EKS) and containerized workloads
Strong understanding of cryptographic principles including:
Symmetric/asymmetric encryption
Key exchange, signing, and PKI concepts
Experience securing and hardening Linux and Windows systems, with focus on encryption, identity, and access control
Practical experience with:
Containers & orchestration (Docker/Kubernetes)
CI/CD pipelines (GitHub, Jenkins, Artifactory)
Infrastructure as Code / automation scripting (Python, Bash, PowerShell, Ansible)
Familiarity with secrets management, certificate lifecycle management, and secure workload identity
Strong analytical and troubleshooting skills in complex distributed systems
Experience working in Agile environments within large enterprises
The Value You Deliver
Contribute to the design and operation of secure cryptographic infrastructure supporting Fidelity’s digital asset and blockchain platforms
Build, integrate, and maintain enterprise key management and encryption solutions, leveraging:
AWS-native services (KMS, IAM, Nitro-based isolation)
HSM-backed security controls
Support secure containerized applications running in Kubernetes by implementing:
Secrets management
Encryption enforcement
Workload identity and access control
Engineer and operate secure CI/CD pipelines to ensure trusted software delivery with integrated cryptographic controls
Perform security engineering and operational support across distributed cloud environments, including:
On call responsibilities
Incident, change, and release management
Monitoring, logging, and audit integration for cryptographic systems
Design and implement end-to-end encryption strategies:
Data protection across APIs, services, and storage layers
Secure communication channels within microservices architectures
Evaluate and prototype emerging technologies in:
Confidential computing (e.g., enclaves)
Advanced encryption and key protection mechanisms
Define and enforce security controls and policies across:
Systems, containers, and network layers
Authentication, authorization, and access governance
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Vice President, Regional Account Executive (RAE) is a senior sales leader responsible for driving growth of Fidelity’s 401(k) recordkeeping and workplace solutions through financial advisors, third‑party administrators (TPAs), and direct engagement with small business decision‑makers.
Covering North Orange County and Las Vegas, this role serves as the primary relationship lead within the territory, partnering closely with an aligned Retirement Director to deliver consultative, insight‑driven solutions that improve client outcomes, strengthen advisor loyalty, and expand Fidelity’s market presence.
The RAE blends strategic territory management, consultative selling, and thought leadership, converting warm leads into long‑term partnerships while guiding retirement plan strategy using Fidelity’s integrated platform and tools.
TOTAL COMPENSATION TARGET FOR ROLE IS 190K- 65K BASE SALARY PLUS 125K VARIABLE TARGET
ASSOCIATE MAY WORK REMOTE IF LOCATED IN MID-WEST
Serve as the primary point of engagement for financial advisors, TPAs, and plan sponsors within the assigned territory.
Execute a consultative sales process to uncover business needs and deliver tailored retirement and financial wellness solutions.
Develop and manage a territory‑level business plan, including pipeline development, segmentation, and coverage strategy.
Partner with internal teams and Retirement Leadership to drive coordinated go‑to‑market execution.
Provide subject matter expertise across 401(k) recordkeeping, administration, investments, and employee benefits.
Deliver compelling presentations and marketing insights to build brand awareness and generate demand.
Cultivate durable, trust‑based relationships through proactive follow‑up and disciplined sales execution.
Demonstrate leadership through preparation, accountability, and consistent achievement of sales goals.
Influence advisor and sponsor decision‑making through data‑driven recommendations and strategic planning.
Proven success in consultative sales, financial services, or benefits‑related industries.
Experience selling through intermediaries (financial advisors, TPAs, consultants) preferred.
Ability to navigate complex planning conversations and adapt recommendations as client needs evolve.
Demonstrated success managing a territory, prioritizing opportunities, and executing against growth targets.
Thrives in a fast‑paced, collaborative, performance‑driven environment.
FINRA Series 7 and Series 63 required.
Study time provided to obtain required licenses within two months of hire.
Fidelity Workplace Investing Sales is a high‑performance, collaborative sales organization focused on delivering best‑in‑class retirement and workplace solutions. RAEs play a critical role in expanding Fidelity’s footprint by building profitable, long‑term advisor and client relationships across their assigned territories.
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.
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.
]]>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 identifying opportunities to deepen relationships.
The base salary range for this position is $50,000-63,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Fidelity’s 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.
Note: Fidelity is not providing immigration sponsorship for this position.
The Role
Equity Technology is seeking a Senior Software DevOps Engineer to support DevOps patterns and practices, and standardize tools and solutions across Equity Technology.
You will join a team of six global DevOps engineers and collectively be responsible for the design, build and advancement of our CI/CD pipelines, increasing our footprint on a cloud infrastructure. You will innovate by helping define and implement our cloud strategy. You will have autonomy in engineering, and opportunities to influence behavior that will progress the products and the organization.
You will also be responsible for the development and maintenance of performance scripts to ensure that our applications are built with quality, consistency to our standards, performance and responsive both on-prem and on the cloud.
The role involves working in an agile team, in a highly collaborative and engaging environment and be adaptable to shifting priorities.
The Expertise and Skills You Bring
Bachelor's degree (or above) in either Engineering or Computer Science related field
5+ years experience as software engineer
Experience building and maintaining CI/CD pipelines and supporting infrastructure, system, and security configurations and policies
Significant hands-on experience with Cloud Service Providers like Amazon Web Services, ideally with the related certification
Experience in Software configuration management, test/QA automation, version control and deployment tools
Jenkins Core experience
Experience with building dashboards with DataDog
Understanding of Performance Testing tools using JMeter / Performance center
Software engineering experience in any of the following Java, C, Scala, PL/SQL
Well-rounded experience programming in various languages and domains
Excellent verbal and written communication skills
The Team
You will be a part of the Developer Enablement team responsible for developing and supporting DevOps patterns, practices and solutions for our squads who are focused on building technology solutions for Equity Portfolio Managers, Traders and Research Analysts around the globe. The team you will be working with is highly engaged and passionate about solving problems faced by our business partners. We are committed to evolving our agile software development process and incorporating the newest technologies and practices.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
This role is designed to drive relationships and sales within our key strategic wirehouse firms. The majority of time will be spent with COIs, large complexes and branches, private wealth teams and Regional Directors driving thought leadership, practice management, capital markets and investment perspectives. There will also be considerable collaboration with our Relationship Management team and internal partners. We seek someone who thrives in a collaborative, competitive environment, is passionate about the business and building client relationships, and has a strong sales background.
The Expertise and The Skills You Bring
The Team
Our Core Wealth Team with Fidelity Institutional is responsible for the distribution and promotion of Fidelity’s mutual funds, ETFs, SMAs, models, custom models, custom SMAs, and alternatives along with our practice management and thought leadership. This includes the utilization of our resources and tools including our full suite of Portfolio Construction capabilities. Within Core Wealth we provide valuable market insights, portfolio construction guidance and investment product and platform solutions to Financial Advisors in the broker dealer community and RIAs. All within this team are responsible for the articulation and execution of strategy, for having a deep understanding of client firms and opportunities, and for maximizing your team’s effectiveness around these strategies and opportunities.
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.
The Role
This role is designed to drive relationships and sales within our key strategic wirehouse firms. The majority of time will be spent with COIs, large complexes and branches, private wealth teams and Regional Directors driving thought leadership, practice management, capital markets and investment perspectives. There will also be considerable collaboration with our Relationship Management team and internal partners. We seek someone who thrives in a collaborative, competitive environment, is passionate about the business and building client relationships, and has a strong sales background.
The Expertise and The Skills You Bring
The Team
Our Core Wealth Team with Fidelity Institutional is responsible for the distribution and promotion of Fidelity’s mutual funds, ETFs, SMAs, models, custom models, custom SMAs, and alternatives along with our practice management and thought leadership. This includes the utilization of our resources and tools including our full suite of Portfolio Construction capabilities. Within Core Wealth we provide valuable market insights, portfolio construction guidance and investment product and platform solutions to Financial Advisors in the broker dealer community and RIAs. All within this team are responsible for the articulation and execution of strategy, for having a deep understanding of client firms and opportunities, and for maximizing your team’s effectiveness around these strategies and opportunities.
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.
Investment Management Consultant II
Serves as a subject matter expert on managed accounts and their processes, focusing on customer experience, retention, and sales in partnership with the client’s Financial Consultant team. This client-facing role handles the most complex managed account sales and service needs, including Annual Plan Reviews, risk mitigation, and representing Advisory Services’ voice to the customer.
The Expertise We’re Looking For
The Skills You Bring
The Value You Deliver
Our Investment in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
We are seeking a Market Data Exchange Services Consultant, who will report to the Director of Exchange Services within the Fidelity Fund and Investment Operations (FFIO) business unit.
As Market Data Exchange Services Consultant, your responsibilities include:
The Expertise and Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
Fidelity Fund & Investment Operations (FFIO) is a division of Fidelity Investments, which provides investment management support services to Fidelity businesses and mutual fund shareholders. FFIO provides a wide range of asset servicing functions including proxy research, information and data services, pricing, cash management, accounting, integrated solutions, relationship management, and global product 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.
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.
The Role
We are seeking a Market Data Exchange Services Consultant, who will report to the Director of Exchange Services within the Fidelity Fund and Investment Operations (FFIO) business unit.
As Market Data Exchange Services Consultant, your responsibilities include:
The Expertise and Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
Fidelity Fund & Investment Operations (FFIO) is a division of Fidelity Investments, which provides investment management support services to Fidelity businesses and mutual fund shareholders. FFIO provides a wide range of asset servicing functions including proxy research, information and data services, pricing, cash management, accounting, integrated solutions, relationship management, and global product 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.
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.
Investment Management Consultant II
Serves as a subject matter expert on managed accounts and their processes, focusing on customer experience, retention, and sales in partnership with the client’s Financial Consultant team. This client-facing role handles the most complex managed account sales and service needs, including Annual Plan Reviews, risk mitigation, and representing Advisory Services’ voice to the customer.
The Expertise We’re Looking For
The Skills You Bring
The Value You Deliver
Our Investment in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position.
TEAM
Fidelity Enterprise Infrastructure is currently hiring a Data Center Technician III for the Data Center and Colocation Operations team.
The Role
Responsible in providing implementation and support services across several different platforms including telephony, network infrastructure (LAN/WAN/SAN), server hardware and storage devices. As a member of the Data Center Operations Team, the successful applicant will be involved in activities including the installation, support, and decommissioning activities related to the above-mentioned platforms. They will have the capability to cable, label, and test server and network connectivity (fiber and copper) to the devices, as well as diagnose and correct issues related to the supported platforms are essential. Additional responsibilities include critical space management, asset management/inventory control and strict adherence to change and incident management policies.
* This role will include 5-8-hour days while working a 2nd shift schedule, including rotational on-call responsibility.
The Expertise You Have
Extensive knowledge of TCP/IP networking protocols, WAN, LAN, SAN, voice technologies
Ability to use telecommunications test equipment, specifically Fluke network testers, Network analyzers, carrier circuit test gear capable of Ethernet/DWDM/SONET and cable media testers.
Basic background on enterprise data center facilities infrastructure including Power/Cooling/Fire suppression/Security-Access Control
Experience with racking and stacking and cabling and labeling of servers.
The Skills You Bring
Hands -on experience in structured cabling concepts and practices is required for the role as many projects and initiatives will entail physical layer implementation.
TCP/IP networking protocols, WAN, LAN, SAN, voice technologies
Experience with carrier circuit test gear capable of Ethernet/DWDM/SONET and cable media testers.
Strong Enterprise data center facilities infrastructure including Power/Cooling/Fire suppression/Security-Access Control
Knowledge of telecommunications test equipment, specifically Fluke network testers
Excellent communication and writing skills. Good interpersonal skills and ability to manage several priorities in a rapidly changing environment.
The Value You Deliver
Data Center infrastructure support and problem resolution of complex hardware and software issues across several communication platform.
Installation and Decommissioning of IT equipment – Includes creating project plans (network connectivity, port turn up, DNS…), asset management, physical rack/stack of equipment, initial device configuration, physical layer connectivity.
Critical space planning – Ensure proper placement of IT equipment based on environmental factors and IT dependencies.
Change and incident management coordination.
Collaboration with critical EI partners and facility engineering ensuring timely delivery of IT equipment and infrastructure.
Asset/Inventory management – Track and document all IT assets in CMDB tool throughout device lifecycle.
Manage physical layer telecom connectivity and structured cable plant design.
Assist in developing department policies and procedures.
Assist and may lead project initiatives outside of BAU activities
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.
Note: Fidelity is not providing immigration sponsorship for this position.
POSITION MAY BE LOCATED ANYWHERE IN THE US
The Role
This exciting role will lead Fidelity’s Stock Plan Services Sales pursuits with mid-market public companies. This leader will play a key role in shaping the future of this important growth business.
You will lead team-based sales pursuits of public companies for their equity administration business. You will focus on driving growth across the Western United States. In addition to playing an integral role in the Stock Plan Services business, you will also partner closely with other businesses across the Fidelity enterprise.
The Expertise and Skills You Bring
The Team
Fidelity Stock Plan Services and Non-Qual (SPSNQ) is Fidelity’s equity compensation administration services business, which is a 650 plus person, vertically integrated in the Workplace Investing (WI) division. Fidelity’s SPSNQ business manages relationships with 750 plus clients and 2.7 M participants in 198 countries, including 150 S and P 500 companies, providing administrative support services for these clients and individual support and guidance to plan participants.
This role has a base + commission compensation structure with an annual target of $300-400k.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Senior Manager of Abandoned Property Operations oversees the escheatment operations team for Fidelity Digital Assets, FILI, eFILI, HR Services, Accounts Payable, Charitable, Green Pier, Workplace Investing, Fidelity Institutional Asset Management and Fidelity Management Trust Company. This role is also responsible for onboarding and implementing new lines of business, including developing policies, procedures, and controls. The role involves leading technological initiatives, responding to inquiries from internal and external stakeholders, supporting process improvements, and strengthening controls. The Senior Manager ensures that all team responsibilities and deliverables are completed accurately and on time.
Responsibilities Include:
Manage workflow of state requests and assignment of state requests to analysts.
Hire, lead, mentor, and develop a team of associates, fostering a high performance and continuous improvement in culture.
Coordinate annual escheatment with internal and external business partners, which includes managing to strict timelines and problem-solving.
Ensure on-going compliance with SEC and state required due diligence mailings. Integrate state changes to mailing parameters, re-write customer correspondence as required, and obtain business partner consensus and eReview approvals.
Lead project work, defining system requirements, drafting project documentation, and validating UAT results.
Responsible for records management and policy and procedure documentation.
Resource to other members of the department providing direction and technical expertise as needed.
BA/BS degree required.
Experience: 5 to 8 years of experience in one or more of the following areas: Escheatment, brokerage operations, Risk and Compliance.
Some knowledge of state escheatment rules is a plus.
5 plus years in business analysis and or project management in financial services.
Excellent interpersonal, communication and time management skills.
Working knowledge of Fidelity systems including FBSI, XTRAC, TrackerPro is a plus.
Strong collaboration skills and ability to influence cross-functional partners.
Process oriented mindset with a focus on automation, efficiency, and error reduction.
Strong program management, prioritization, and attention to detail.
Ability to clearly communicate technical concepts to non-technical stakeholders.
Comfortable working in fast paced environments.
Strong regulatory and control mindset.
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.
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.
]]>Investment Management Consultant II
Serves as a subject matter expert on managed accounts and their processes, focusing on customer experience, retention, and sales in partnership with the client’s Financial Consultant team. This client-facing role handles the most complex managed account sales and service needs, including Annual Plan Reviews, risk mitigation, and representing Advisory Services’ voice to the customer.
The Expertise We’re Looking For
The Skills You Bring
The Value You Deliver
Our Investment in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.
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.
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 Title: VP, Managing Director- 401K Relationship Manager
Fidelity will not provide immigration sponsorship for this position
The Role
As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining and growing strong and committed client relationships with key decision makers, influencers and C- suite committee members. The Book-of-Business will be comprised of clients with a range of complexities, challenges and opportunities. The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions.
This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing.
The Team
Focusing on understanding and responding to clients. Assume a consultative role to acquire a clear understanding of the business needs and relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.
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.
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 Title: VP, Managing Director- 401K Relationship Manager
Fidelity will not provide immigration sponsorship for this position
The Role
As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining and growing strong and committed client relationships with key decision makers, influencers and C- suite committee members. The Book-of-Business will be comprised of clients with a range of complexities, challenges and opportunities. The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions.
This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing.
The Team
Focusing on understanding and responding to clients. Assume a consultative role to acquire a clear understanding of the business needs and relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.
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.
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 Title: VP, Managing Director- 401K Relationship Manager
Fidelity will not provide immigration sponsorship for this position
The Role
As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining and growing strong and committed client relationships with key decision makers, influencers and C- suite committee members. The Book-of-Business will be comprised of clients with a range of complexities, challenges and opportunities. The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions.
This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing.
The Team
Focusing on understanding and responding to clients. Assume a consultative role to acquire a clear understanding of the business needs and relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.
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.
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.
]]>Investment Management Consultant II
Serves as a subject matter expert on managed accounts and their processes, focusing on customer experience, retention, and sales in partnership with the client’s Financial Consultant team. This client-facing role handles the most complex managed account sales and service needs, including Annual Plan Reviews, risk mitigation, and representing Advisory Services’ voice to the customer.
The Expertise We’re Looking For
The Skills You Bring
The Value You Deliver
Our Investment in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.
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.
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.
]]>Please Note: We are unable to provide visa sponsorship for this role.
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
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.
Please Note: We are unable to provide visa sponsorship for this role.
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
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.
Please Note: We are unable to provide visa sponsorship for this role.
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
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.
Investment Management Consultant II
Serves as a subject matter expert on managed accounts and their processes, focusing on customer experience, retention, and sales in partnership with the client’s Financial Consultant team. This client-facing role handles the most complex managed account sales and service needs, including Annual Plan Reviews, risk mitigation, and representing Advisory Services’ voice to the customer.
The Expertise We’re Looking For
The Skills You Bring
The Value You Deliver
Our Investment in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
The Regional VP, Executives Services (ES) functions as a general manager for an assigned team of Executive Planning Consultants (EPCs) and Regional Directors who manage Benefits Planning Consultants (BPCs). The Regional VP is responsible for hiring, training, coaching, managing, and leading their assigned team to drive greater satisfaction levels, increased planning and solutions, and market share growth with plan sponsors and their Executives. The individual will lead and hold accountable their respective team to effectively execute on the Executive Services model.
In addition, the Regional VP will work closely with their team to address a broad set of plan sponsor and Executive needs. This will require collaboration with internal and external business partners including WI Relationship Management and Sales, WI Participant Engagement, PI Sales & Service Model, WI/PI “spokes”, a broad range of product teams, as well as various areas within SAI, Trust, OSG, Fidelity Institutional, and LRC to identify and implement coordinated solutions and address complex issues.
The Regional VP must also ensure that their team acquires and maintains superior interaction skills and industry/planning knowledge to appropriately serve the dynamic needs of corporate executives. This individual is also responsible for compliance with investment industry policies, procedures and processes associated with all corporate regulatory, compliance, and audit requirements and activities.
The Regional VP will report to and work collaboratively with the Head of Executive Services, to provide input and help shape a Fidelity-wide Executive Services offering that drives loyalty and business growth.
Primary Responsibilities
Other Responsibilities
Education and Experience
Skills and Knowledge
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.
Note: Fidelity will not provide immigration sponsorship for this position.
Within Fidelity’s Enterprise Technology Artificial Intelligence Center of Excellence (ET AI CoE), you will help shape the next generation of AI at Fidelity, designing and building critical AI capabilities and services that will benefit institutional and retail clients for years to come. You’ll engage directly with business partners to navigate the complexities of artificial intelligence, advanced analytics, and machine learning, delivering scalable, production-ready solutions that drive customer and business value.
As a Principal Data Scientist, you will be a hands-on technical leader and mentor, guiding standard processes across NLP, speech analytics, and generative AI model development. You’ll join a team passionate about innovation, working with modern cloud and open-source technologies while solving some of the financial industry’s most exciting data challenges.
The Team
Our AI team propels Fidelity forward by researching, developing, and scaling sophisticated AI algorithms, models, frameworks, platforms, and technologies that transform customer experiences and drive measurable business outcomes. As a Principal Data Scientist, you will play a vital technical leadership role: mentoring and uplifting other engineers, building collaborative partnerships, and setting the tone for quality and innovation. Our diverse group draws on multidisciplinary strengths: Data Science, ML engineering, software, and domain expertise to continually advance Fidelity’s position at the forefront of applied AI.
The Expertise You Bring
Advanced degree or equivalent experience (Master’s or PhD) in Computer Science, Machine Learning, Data Science, Engineering, or a related field, or equivalent practical experience.
Experience designing, building, and deploying AI/ML models in production environments, with deep understanding of MLOps standards (scalable architectures, reproducibility, monitoring, CI/CD, and compliance).
Extensive hands-on expertise with:
Natural Language Processing (NLP) and computational linguistics, including entity recognition, text summarization, and conversational analytics.
Programming in Python (primary), with experience in modern ML libraries (PyTorch, transformers, etc.).
Cloud-based workflows (AWS SageMaker, Bedrock, Athena, Snowflake).
RAG pipelines for retrieval-augmented generation, enabling context-aware responses and integration of external knowledge sources.
Demonstrated technical leadership: mentoring and upskilling data scientists, conducting peer code/design reviews, driving architectural decisions, and championing engineering excellence.
Ability to communicate complex technical topics clearly and persuasively to both technical and non-technical partners (including strong technical writing/documentation skills).
Experience working with audio data pipelines, speech recognition (ASR), audio-to-audio processing, and conversational AI (including dialogue systems, call transcription, or voice assistants).
Experience with modern real-time and streaming data technologies (such as Apache Kafka, AWS Kinesis, Apache Pulsar, or cloud-native event streaming platforms).
Hands-on CUDA/GPU optimization experience for accelerating AI/ML workloads.
Ability to decompose research or tactical deliverables into modular, reusable, strategic capabilities/services.
Excellent communication and presentation skills while being comfortable collaborating in team settings.
The Value You Deliver
You will be a trusted AI partner helping business, product, and engineering partners translate business requirements into real-world next-generation AI-driven solutions. The ideal candidate combines expert open-source AI/ML modeling with hands-on technical experience to build algorithms, models and, occasionally, applications that surface insights and deliver value (revenue and/or cost saving benefits, customer experiences/journeys, and increased efficiencies through automation/optimization).
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.
Join Fidelity’s Stock Plan Services team and lead the transformation and conversion of client data. As a Data Conversion Manager, you’ll play a critical role in onboarding clients and ensuring seamless integration into our equity compensation platform. This role offers the opportunity to work in a collaborative, fast-paced environment where your contributions directly impact client success.
The Expertise and Skills You Bring
The Team
The Data Conversion Manager is part of the Stock Plan Services Implementation Team responsible for the conversion of client data as well as file feed integration onto the SPS platform. The team supports both new client implementations and ongoing changes (conversions, mergers, spinoffs, payroll conversions), working in a collaborative and innovative environment. The Data Conversion Manager manages projects in the emerging mid and large market segment related to file feeds, plan adds and new business projects.
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.
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.
]]>Join Fidelity’s Stock Plan Services team and lead the transformation and conversion of client data. As a Data Conversion Manager, you’ll play a critical role in onboarding clients and ensuring seamless integration into our equity compensation platform. This role offers the opportunity to work in a collaborative, fast-paced environment where your contributions directly impact client success.
The Expertise and Skills You Bring
The Team
The Data Conversion Manager is part of the Stock Plan Services Implementation Team responsible for the conversion of client data as well as file feed integration onto the SPS platform. The team supports both new client implementations and ongoing changes (conversions, mergers, spinoffs, payroll conversions), working in a collaborative and innovative environment. The Data Conversion Manager manages projects in the emerging mid and large market segment related to file feeds, plan adds and new business projects.
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.
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.
]]>Join Fidelity’s Stock Plan Services team and lead the transformation and conversion of client data. As a Data Conversion Manager, you’ll play a critical role in onboarding clients and ensuring seamless integration into our equity compensation platform. This role offers the opportunity to work in a collaborative, fast-paced environment where your contributions directly impact client success.
The Expertise and Skills You Bring
The Team
The Data Conversion Manager is part of the Stock Plan Services Implementation Team responsible for the conversion of client data as well as file feed integration onto the SPS platform. The team supports both new client implementations and ongoing changes (conversions, mergers, spinoffs, payroll conversions), working in a collaborative and innovative environment. The Data Conversion Manager manages projects in the emerging mid and large market segment related to file feeds, plan adds and new business projects.
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.
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.
]]>Join Fidelity’s Stock Plan Services team and lead the transformation and conversion of client data. As a Data Conversion Manager, you’ll play a critical role in onboarding clients and ensuring seamless integration into our equity compensation platform. This role offers the opportunity to work in a collaborative, fast-paced environment where your contributions directly impact client success.
The Expertise and Skills You Bring
The Team
The Data Conversion Manager is part of the Stock Plan Services Implementation Team responsible for the conversion of client data as well as file feed integration onto the SPS platform. The team supports both new client implementations and ongoing changes (conversions, mergers, spinoffs, payroll conversions), working in a collaborative and innovative environment. The Data Conversion Manager manages projects in the emerging mid and large market segment related to file feeds, plan adds and new business projects.
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.
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.
]]>Are you excited by shaping how complex investments are accounted for at scale? Join our Investment Center of Excellence (COE) Accounting team as a Director and play a critical role in strengthening the strategy, systems, and operating model that support investment accounting across the organization. In this role, you will be leading the development and execution of investment accounting frameworks, ensuring consistency, strong controls, and high-quality financial reporting across business units. You will partner closely with accounting, policy, and business teams to navigate complex investment structures, provide technical guidance, and translate detailed analysis into clear, actionable insights for leadership. This role also offers broad exposure across the organization, with opportunities to enhance processes and drive greater efficiency and scalability in how investment accounting is performed. As a leader, you will help foster a collaborative, high-performing environment—coaching talent, strengthening accountability, and contributing to a culture focused on continuous improvement and innovation in support of the firm’s evolving investment landscape.
Note: Fidelity is not providing immigration sponsorship for this position
The Investment COE Accounting Team works across the company to provide expertise, consistency, and continuous improvement in investment accounting. We partner across the organization to support accurate reporting, strong controls, and successful close cycles. Our team is focused on modernizing systems and processes, reducing manual work, and building scalable solutions that support the company’s evolving investment landscape. We value collaboration, learning, and thoughtful challenges and we take pride in delivering work that enables informed decision‑making and long‑term financial strength.
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.
Are you excited by shaping how complex investments are accounted for at scale? Join our Investment Center of Excellence (COE) Accounting team as a Director and play a critical role in strengthening the strategy, systems, and operating model that support investment accounting across the organization. In this role, you will be leading the development and execution of investment accounting frameworks, ensuring consistency, strong controls, and high-quality financial reporting across business units. You will partner closely with accounting, policy, and business teams to navigate complex investment structures, provide technical guidance, and translate detailed analysis into clear, actionable insights for leadership. This role also offers broad exposure across the organization, with opportunities to enhance processes and drive greater efficiency and scalability in how investment accounting is performed. As a leader, you will help foster a collaborative, high-performing environment—coaching talent, strengthening accountability, and contributing to a culture focused on continuous improvement and innovation in support of the firm’s evolving investment landscape.
Note: Fidelity is not providing immigration sponsorship for this position
The Investment COE Accounting Team works across the company to provide expertise, consistency, and continuous improvement in investment accounting. We partner across the organization to support accurate reporting, strong controls, and successful close cycles. Our team is focused on modernizing systems and processes, reducing manual work, and building scalable solutions that support the company’s evolving investment landscape. We value collaboration, learning, and thoughtful challenges and we take pride in delivering work that enables informed decision‑making and long‑term financial strength.
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.
Are you excited by shaping how complex investments are accounted for at scale? Join our Investment Center of Excellence (COE) Accounting team as a Director and play a critical role in strengthening the strategy, systems, and operating model that support investment accounting across the organization. In this role, you will be leading the development and execution of investment accounting frameworks, ensuring consistency, strong controls, and high-quality financial reporting across business units. You will partner closely with accounting, policy, and business teams to navigate complex investment structures, provide technical guidance, and translate detailed analysis into clear, actionable insights for leadership. This role also offers broad exposure across the organization, with opportunities to enhance processes and drive greater efficiency and scalability in how investment accounting is performed. As a leader, you will help foster a collaborative, high-performing environment—coaching talent, strengthening accountability, and contributing to a culture focused on continuous improvement and innovation in support of the firm’s evolving investment landscape.
Note: Fidelity is not providing immigration sponsorship for this position
The Investment COE Accounting Team works across the company to provide expertise, consistency, and continuous improvement in investment accounting. We partner across the organization to support accurate reporting, strong controls, and successful close cycles. Our team is focused on modernizing systems and processes, reducing manual work, and building scalable solutions that support the company’s evolving investment landscape. We value collaboration, learning, and thoughtful challenges and we take pride in delivering work that enables informed decision‑making and long‑term financial strength.
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.
Are you excited by shaping how complex investments are accounted for at scale? Join our Investment Center of Excellence (COE) Accounting team as a Director and play a critical role in strengthening the strategy, systems, and operating model that support investment accounting across the organization. In this role, you will be leading the development and execution of investment accounting frameworks, ensuring consistency, strong controls, and high-quality financial reporting across business units. You will partner closely with accounting, policy, and business teams to navigate complex investment structures, provide technical guidance, and translate detailed analysis into clear, actionable insights for leadership. This role also offers broad exposure across the organization, with opportunities to enhance processes and drive greater efficiency and scalability in how investment accounting is performed. As a leader, you will help foster a collaborative, high-performing environment—coaching talent, strengthening accountability, and contributing to a culture focused on continuous improvement and innovation in support of the firm’s evolving investment landscape.
Note: Fidelity is not providing immigration sponsorship for this position
The Investment COE Accounting Team works across the company to provide expertise, consistency, and continuous improvement in investment accounting. We partner across the organization to support accurate reporting, strong controls, and successful close cycles. Our team is focused on modernizing systems and processes, reducing manual work, and building scalable solutions that support the company’s evolving investment landscape. We value collaboration, learning, and thoughtful challenges and we take pride in delivering work that enables informed decision‑making and long‑term financial strength.
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.
Are you excited by shaping how complex investments are accounted for at scale? Join our Investment Center of Excellence (COE) Accounting team as a Director and play a critical role in strengthening the strategy, systems, and operating model that support investment accounting across the organization. In this role, you will be leading the development and execution of investment accounting frameworks, ensuring consistency, strong controls, and high-quality financial reporting across business units. You will partner closely with accounting, policy, and business teams to navigate complex investment structures, provide technical guidance, and translate detailed analysis into clear, actionable insights for leadership. This role also offers broad exposure across the organization, with opportunities to enhance processes and drive greater efficiency and scalability in how investment accounting is performed. As a leader, you will help foster a collaborative, high-performing environment—coaching talent, strengthening accountability, and contributing to a culture focused on continuous improvement and innovation in support of the firm’s evolving investment landscape.
Note: Fidelity is not providing immigration sponsorship for this position
The Investment COE Accounting Team works across the company to provide expertise, consistency, and continuous improvement in investment accounting. We partner across the organization to support accurate reporting, strong controls, and successful close cycles. Our team is focused on modernizing systems and processes, reducing manual work, and building scalable solutions that support the company’s evolving investment landscape. We value collaboration, learning, and thoughtful challenges and we take pride in delivering work that enables informed decision‑making and long‑term financial strength.
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.
Manager – Global Financial Controls Center of Excellence
The Role
Are you ready to make an impact? If you are excited about partnering with senior leaders to improve critical processes, identify automation opportunities and strengthen the controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.
The GFC Manager role delivers significant value by assessing key risks and controls supporting Fidelity’s financial controls environment through integrated audits. This is a high visibility role with frequent interactions with senior leaders including Business Unit Controllers (SVP/VPs), Function Heads, process/control owners, and other risk groups. The role provides fantastic opportunities to learn about Fidelity’s various business units and will report to a Director or Senior Manager within GFC.
The Expertise and Skills You Bring
Play a pivotal role in GFC’s assurance and advisory integrated reviews through your keen understanding of financially significant processes and controls consideration. Lead engaging walkthroughs, thoroughly evaluate the control environment and partner with management on remediation efforts. Effectively manage relationships and partnerships with internal stakeholders.
Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology)
Five plus years of progressive experience with leading integrated financial audits
Professional certification CPA, CA and/or CISA highly desired. Other relevant certifications CISSP and CIA
Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable
Strong understanding of general accounting concepts including financial statement risks, and controls
Exposure to IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs)
Excellent verbal and written communication skills to present information to senior management
Strong project management skills, ability to manage competing priorities and workload
Proven track record of driving change within complex / matrixed corporate environments
Learning agility to quickly understand and connect key concepts
Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth & Retail Brokerage, Fund and Brokerage Operations & Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites (India & Ireland) and advisory reviews over strategic initiatives.
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.
Manager – Global Financial Controls Center of Excellence
The Role
Are you ready to make an impact? If you are excited about partnering with senior leaders to improve critical processes, identify automation opportunities and strengthen the controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.
The GFC Manager role delivers significant value by assessing key risks and controls supporting Fidelity’s financial controls environment through integrated audits. This is a high visibility role with frequent interactions with senior leaders including Business Unit Controllers (SVP/VPs), Function Heads, process/control owners, and other risk groups. The role provides fantastic opportunities to learn about Fidelity’s various business units and will report to a Director or Senior Manager within GFC.
The Expertise and Skills You Bring
Play a pivotal role in GFC’s assurance and advisory integrated reviews through your keen understanding of financially significant processes and controls consideration. Lead engaging walkthroughs, thoroughly evaluate the control environment and partner with management on remediation efforts. Effectively manage relationships and partnerships with internal stakeholders.
Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology)
Five plus years of progressive experience with leading integrated financial audits
Professional certification CPA, CA and/or CISA highly desired. Other relevant certifications CISSP and CIA
Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable
Strong understanding of general accounting concepts including financial statement risks, and controls
Exposure to IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs)
Excellent verbal and written communication skills to present information to senior management
Strong project management skills, ability to manage competing priorities and workload
Proven track record of driving change within complex / matrixed corporate environments
Learning agility to quickly understand and connect key concepts
Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth & Retail Brokerage, Fund and Brokerage Operations & Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites (India & Ireland) and advisory reviews over strategic initiatives.
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.
Manager – Global Financial Controls Center of Excellence
The Role
Are you ready to make an impact? If you are excited about partnering with senior leaders to improve critical processes, identify automation opportunities and strengthen the controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.
The GFC Manager role delivers significant value by assessing key risks and controls supporting Fidelity’s financial controls environment through integrated audits. This is a high visibility role with frequent interactions with senior leaders including Business Unit Controllers (SVP/VPs), Function Heads, process/control owners, and other risk groups. The role provides fantastic opportunities to learn about Fidelity’s various business units and will report to a Director or Senior Manager within GFC.
The Expertise and Skills You Bring
Play a pivotal role in GFC’s assurance and advisory integrated reviews through your keen understanding of financially significant processes and controls consideration. Lead engaging walkthroughs, thoroughly evaluate the control environment and partner with management on remediation efforts. Effectively manage relationships and partnerships with internal stakeholders.
Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology)
Five plus years of progressive experience with leading integrated financial audits
Professional certification CPA, CA and/or CISA highly desired. Other relevant certifications CISSP and CIA
Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable
Strong understanding of general accounting concepts including financial statement risks, and controls
Exposure to IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs)
Excellent verbal and written communication skills to present information to senior management
Strong project management skills, ability to manage competing priorities and workload
Proven track record of driving change within complex / matrixed corporate environments
Learning agility to quickly understand and connect key concepts
Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth & Retail Brokerage, Fund and Brokerage Operations & Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites (India & Ireland) and advisory reviews over strategic initiatives.
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.
Manager – Global Financial Controls Center of Excellence
The Role
Are you ready to make an impact? If you are excited about partnering with senior leaders to improve critical processes, identify automation opportunities and strengthen the controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.
The GFC Manager role delivers significant value by assessing key risks and controls supporting Fidelity’s financial controls environment through integrated audits. This is a high visibility role with frequent interactions with senior leaders including Business Unit Controllers (SVP/VPs), Function Heads, process/control owners, and other risk groups. The role provides fantastic opportunities to learn about Fidelity’s various business units and will report to a Director or Senior Manager within GFC.
The Expertise and Skills You Bring
Play a pivotal role in GFC’s assurance and advisory integrated reviews through your keen understanding of financially significant processes and controls consideration. Lead engaging walkthroughs, thoroughly evaluate the control environment and partner with management on remediation efforts. Effectively manage relationships and partnerships with internal stakeholders.
Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology)
Five plus years of progressive experience with leading integrated financial audits
Professional certification CPA, CA and/or CISA highly desired. Other relevant certifications CISSP and CIA
Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable
Strong understanding of general accounting concepts including financial statement risks, and controls
Exposure to IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs)
Excellent verbal and written communication skills to present information to senior management
Strong project management skills, ability to manage competing priorities and workload
Proven track record of driving change within complex / matrixed corporate environments
Learning agility to quickly understand and connect key concepts
Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth & Retail Brokerage, Fund and Brokerage Operations & Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites (India & Ireland) and advisory reviews over strategic initiatives.
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.
The Role
Are you passionate about strengthening technology controls and influencing risk outcomes at enterprise scale? Do you thrive in complex environments where your judgment and expertise directly support audit, regulatory, and certification objectives? As a Senior Technology Risk Analyst, you will play a critical role in shaping how Fidelity evaluates and strengthens technology risk management across the organization. This role offers the opportunity to lead impactful testing efforts, collaborate with senior stakeholders, and continuously improve how we manage technology risk.
Core responsibilities include:
The Expertise and Skills You Bring
You bring strong experience in technology risk, controls, or audit functions within complex organizations, along with the ability to independently evaluate control effectiveness and navigate ambiguity. You have a solid foundation in technology risk frameworks and testing methodologies and are comfortable partnering with senior stakeholders across technology, audit, and compliance. You communicate clearly, apply sound professional judgment, and leverage data and analytics to drive meaningful insights.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
We are part of Fidelity’s Enterprise Technology Risk organization, embedded within the broader Legal, Risk, and Compliance function. Our Technology Risk Controls Testing team exists to provide independent, objective assurance over the effectiveness of technology controls protecting our clients, employees, and brand. We work closely with Corporate Audit, Enterprise Compliance, Information Security, Operational Risk, and technology and business partners across Fidelity.
Our team is built on collaboration, accountability, and a relentless commitment to risk excellence. We value diverse perspectives, continuous learning, and strong partnerships that help Fidelity remain resilient in an evolving technology landscape. We are committed to fostering an inclusive culture where our people are empowered to grow, contribute, and make a meaningful impact.
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.
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.
]]>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We’re Looking For
The Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.
Please note this role requires in-person attendance in the assigned Branch location.
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
The Alternative Investments Brokerage Operations role involves reconciling the Operations and Services Groups' Alternative Investment positions, held in book entry form, on behalf of our clients and in a timely manner to mitigate risk and exposure to the organization. These activities are performed daily and require adherence to policies, procedures, and regulatory guidelines
The Recon team is tasked with reconciliation of Hedge Funds, non-publicly traded REITS, Funds of Funds, Private Investment Funds and other asset classes. The associate will also be responsible for handling research requests regarding account transactions and for resolving complex reconciliation issues in a timely manner. The associate will act as the owner of the relationship between the Product Sponsor and Fidelity.
The Expertise and Skills You Bring
College degree preferred
Knowledge of alternative investment products and reconciliation process
2 years brokerage experience, or 5 work related experience
Reconcile fund activity to internal books-and-records
Minimize risk to the organization by resolving discrepancies within 7 days of identifying
Analyze and research discrepancies and aged transactions with issuers
Process various maintenance requests
Escalate any potential risk to the organization
Data entry to support those funds that are reconciled manually
Analyze or review decision-related transactions and ensure compliance
Interact with various fund companies and their transfer agents
Review of brokerage activity and fund statements
Reconcile suspense accounts
Identify process improvement opportunities
Detail oriented, ability to work effectively with minimal supervision
Team player with capability to help maintain a positive work environment
Strong analytical and decision-making skills
Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes
Exceptional quality and productivity in current role
Ability to handle and resolve complex problems
Strong verbal and written interaction skills including ability to explain complex processes
Effective time management skills and ability to prioritize and multi-task.
Strong PC skills - Word, Excel and Access
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
Operations and Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily.
An Alternative Investment (AI) is a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and are not traded on any public market. Our Alternative Investments group services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
We are seeking an experienced Software Engineer to join a Fidelity Technology team and help deliver next-generation platform capabilities. In this role, you’ll be part of Platform Engineering, a centralized organization that builds scalable engineering solutions so product and application teams can stay focused on delivering business value.
Platform Engineering designs and delivers core capabilities across the engineering ecosystem, including optimizing CI/CD pipelines, building automation to enforce security and compliance standards, developing tools that extend cloud platform functionality, and eliminating manual toil through smart automation.
This position is based in Westlake, Texas and combines hands-on software development with technical leadership. You will play a key role in setting engineering standards, influencing platform architecture, and mentoring engineers across the team.
The Expertise and Skills You Bring
A solid and strong foundation in software engineering – bachelor’s degree + preferred, 8+ years’ experience
Expert and comfortable with Python and or core Java technologies and frameworks like Spring Boot
Understanding of AWS or other cloud platforms and containerization technologies such as EKS and Docker
Experience with the following technologies: Spring, REST/Web Services, Maven, JSON, Apache Tomcat, Swagger, Message Queues
Identifies opportunities to improve maintainability of the application automation through testing
Comfortable with Design, development, and enhancement of Automation frameworks
Hands on experience in Selenium, Cucumber, FitNesse
Experienced with SQL databases (Oracle preferred) and hands-on experience is building complex SQL queries required for data validations
Identify opportunities to improve maintainability of application automation platform
Strong experience with Continuous Integration and Continuous Delivery using tools like Concourse, GIT, Jenkins, Artifactory, Veracode, and uDeploy.
Passionate and committed to learning new things and developing with the latest technologies and frameworks
Work well in both a small agile team and independently, having a strong user focus
Strong analytical, communication, and organizational skills and the ability to handle multiple tasks at a given time
Experience utilizing AI capabilities to generate code and increase productivity.
Knowledge in creating agentic AI solutions
The Value You Deliver
Work with product management on requirements, decompose strategical outcomes into deliverable releases, and deliver solutions that meet or exceed customer expectations
Build scalable, resilient, cloud-based systems aligned with our long-term strategy
Provide outstanding support, including on-call support when necessary
Deliver platform strategy through high quality iterative releases continually providing features to stakeholders.
Mentor junior software engineers
The Team
This is a central team providing solutions that scale to benefit the enterprise. It is a focused and diverse team utilizing and evaluating different technologies and working closely with business partners to understand where our efforts can be best directed. We are focused on outcomes over team structure and organize to deliver on our top priorities. You should have a passion for technology tempered by a level-headed approach to problem solving, and experience with build and deployment software.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
We are seeking an experienced Software Engineer to join a Fidelity Technology team and help deliver next-generation platform capabilities. In this role, you’ll be part of Platform Engineering, a centralized organization that builds scalable engineering solutions so product and application teams can stay focused on delivering business value.
Platform Engineering designs and delivers core capabilities across the engineering ecosystem, including optimizing CI/CD pipelines, building automation to enforce security and compliance standards, developing tools that extend cloud platform functionality, and eliminating manual toil through smart automation.
This position is based in Westlake, Texas and combines hands-on software development with technical leadership. You will play a key role in setting engineering standards, influencing platform architecture, and mentoring engineers across the team.
The Expertise and Skills You Bring
A solid and strong foundation in software engineering – bachelor’s degree + preferred, 8+ years’ experience
Expert and comfortable with Python and or core Java technologies and frameworks like Spring Boot
Understanding of AWS or other cloud platforms and containerization technologies such as EKS and Docker
Experience with the following technologies: Spring, REST/Web Services, Maven, JSON, Apache Tomcat, Swagger, Message Queues
Identifies opportunities to improve maintainability of the application automation through testing
Comfortable with Design, development, and enhancement of Automation frameworks
Hands on experience in Selenium, Cucumber, FitNesse
Experienced with SQL databases (Oracle preferred) and hands-on experience is building complex SQL queries required for data validations
Identify opportunities to improve maintainability of application automation platform
Strong experience with Continuous Integration and Continuous Delivery using tools like Concourse, GIT, Jenkins, Artifactory, Veracode, and uDeploy.
Passionate and committed to learning new things and developing with the latest technologies and frameworks
Work well in both a small agile team and independently, having a strong user focus
Strong analytical, communication, and organizational skills and the ability to handle multiple tasks at a given time
Experience utilizing AI capabilities to generate code and increase productivity.
Knowledge in creating agentic AI solutions
The Value You Deliver
Work with product management on requirements, decompose strategical outcomes into deliverable releases, and deliver solutions that meet or exceed customer expectations
Build scalable, resilient, cloud-based systems aligned with our long-term strategy
Provide outstanding support, including on-call support when necessary
Deliver platform strategy through high quality iterative releases continually providing features to stakeholders.
Mentor junior software engineers
The Team
This is a central team providing solutions that scale to benefit the enterprise. It is a focused and diverse team utilizing and evaluating different technologies and working closely with business partners to understand where our efforts can be best directed. We are focused on outcomes over team structure and organize to deliver on our top priorities. You should have a passion for technology tempered by a level-headed approach to problem solving, and experience with build and deployment software.
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.
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.
]]>Senior UX Designer – Fidelity Asset Management Fixed Income Technology (FIT)
The Role
In this Senior UX Designer role, you will spearhead our design efforts, guiding us through the creation of transformative and intuitive user interfaces in a dynamic and fast-paced environment. You will help establish standards and best practices to create world-class streamlined user experiences that best support our investment professionals and business partners. Your expertise allows us to consider accessibility, interactive design, overall usability, and a responsive frontend architecture, thereby ensuring that our digital products are not only visually appealing but also highly functional and user centric.
The Expertise and Skills You Bring
The Team
The FIT organization crafts all the technology systems used in Fixed Income for the Bond and Money Market Product areas. The applications and services provided enable investment decision making, portfolio management, and trading for combined assets under management of approximately $2 trillion. Through our Agile practices, we have developed an operating rhythm that ensures we are consistently delivering the highest value work for our customers and partners. We work on a wide variety of technologies including AWS, Angular, Java, Python, REST/API, PL/SQL, HTML and Kafka.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
Due to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer! The Trust Officer is an integral member of the Personal Trust Administration team which provides trust services to Fidelity Institutional business partners and individual trust clients across the U.S.
The incumbent will be the primary fiduciary contact for some of our largest and most sophisticated trust relationships. Supported by a dedicated Trust Administrator, the Senior Trust Officer is responsible for all facets of trust administration and relationship management for their assigned clients.
A comprehensive understanding of trust and estate law, personal and trust taxation, and estate planning is essential for this role. Strong relationship management abilities are needed, as well as the following:
Our purpose at Fidelity Personal Trust Company is to provide a comprehensive trust services solution to Personal Investing clients and Fidelity Institutional advisor clients. Our offerings pair the investment management expertise of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC (SAI) or outside Investment Advisors, and Fidelity Personal Trust Company’s trust administration expertise. We take great pride in building strong and lasting relationships with our customers, providing sound fiduciary guidance, and delivering a best-in-class customer experience.
Fidelity Wealth’s Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth’s customers and their families and developing offerings and solutions that meet their needs throughout their lifetime.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
Due to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer! The Trust Officer is an integral member of the Personal Trust Administration team which provides trust services to Fidelity Institutional business partners and individual trust clients across the U.S.
The incumbent will be the primary fiduciary contact for some of our largest and most sophisticated trust relationships. Supported by a dedicated Trust Administrator, the Senior Trust Officer is responsible for all facets of trust administration and relationship management for their assigned clients.
A comprehensive understanding of trust and estate law, personal and trust taxation, and estate planning is essential for this role. Strong relationship management abilities are needed, as well as the following:
Our purpose at Fidelity Personal Trust Company is to provide a comprehensive trust services solution to Personal Investing clients and Fidelity Institutional advisor clients. Our offerings pair the investment management expertise of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC (SAI) or outside Investment Advisors, and Fidelity Personal Trust Company’s trust administration expertise. We take great pride in building strong and lasting relationships with our customers, providing sound fiduciary guidance, and delivering a best-in-class customer experience.
Fidelity Wealth’s Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth’s customers and their families and developing offerings and solutions that meet their needs throughout their lifetime.
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.
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.
]]>Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?
Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.
Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.
What to expect…
As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you
Advantages of Fidelity’s LAP journey…
You are learning. An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.
You can explore. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!
You get exposure. Understand what our culture is like and the impact we have in our communities and regions.
You are growing. From week one in the program, receive the support and structure to help you prepare for the SIE® exam & explore a future at Fidelity.
Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?
Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.
Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.
What to expect…
As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you
Advantages of Fidelity’s LAP journey…
You are learning. An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.
You can explore. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!
You get exposure. Understand what our culture is like and the impact we have in our communities and regions.
You are growing. From week one in the program, receive the support and structure to help you prepare for the SIE® exam & explore a future at Fidelity.
Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Albuquerque site.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday. Training hours are 7:30am – 4:00pm MST and post training must be able to work an 8hr shift between the hours of 7:00am – 10:00pm MST
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.
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.
]]>Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods
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.
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.
]]>Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods
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.
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.
]]>Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Tampa, Clearwater, Sarasota
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tampa, FL Metro area! While you will work from home, you must reside near the Greater Tampa, Florida area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Tampa, Clearwater, Sarasota
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tampa, FL Metro area! While you will work from home, you must reside near the Greater Tampa, Florida area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Tampa, Clearwater, Sarasota
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tampa, FL Metro area! While you will work from home, you must reside near the Greater Tampa, Florida area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Indianapolis, Carmel
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Indianapolis, Carmel
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
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.
]]>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.
Key Responsibilities
Skills & Expertise
Licensing & Development
Our Investments in You
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
Note: Fidelity is not providing immigration sponsorship for this position
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.
The Expertise We’re Looking For
We ask that you have at least five years in financial sales role
We believe that three or more years of management within a financial services environment is helpful
The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 upon hire
The Purpose of Your Role
Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.
The Skills You Bring
Your background in relationship management and deep understanding of financial services
Impressive time-management skills and ability to execute on multiple priorities
You have a natural ability to influence and enhance the sales skills of others
Validated grasp of compliance and regulatory guidelines
Professional demeanor and excellent interpersonal skills
Positive attitude, empowering business professionalism and strong work ethic with high level of integrity
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness
Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation
Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns
Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives
How Your Work Impacts the Organization
If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.
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.
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
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.
Job Title Audit Senior Analyst
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/or 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 and data analytics testing techniques 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.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
Our health and welfare (H&W) consulting team at Fidelity provides a unique experience for senior candidates looking for an opportunity to be a part of the leadership of a very different consulting practice. Specifically, our team is organized to focus on three key associate experiences:
1. We are client focused. Our work with clients is oriented around problem solving and not defined by product sales. Simply put, we provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success.
2. All members of this team collaborate on a day-to-day basis. This gives everyone the opportunity to learn from and teach each other. Many of our associates are industry leaders with 20 years of experience in H&W consulting.
3. We believe it is important for our associates to have client exposure early in their careers, and throughout, to develop effective relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. Our leaders are critical for bringing this key tenet to life.
The Role
You will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions. You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team. Specific internal and external responsibilities include:
Lead the development and presentation of strategic recommendations to clients on an annual basis
Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems
Provide overall accountability to our clients for our strategic, analytical and financial deliverables
Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other H&W support
Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings
Develop and present webinars, and other marketing efforts, focused on H&W insights of interest to current and prospective clients
Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery
Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice
The Expertise and Skills You Bring
Minimum 15 years of proven experience in working with strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm
Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services
Experience engaging all available resources to address client problems (resourceful & scrappy)
Strong client relationship management skills, including excellent communication and responsiveness
Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders
Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc.
Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates)
The Team
The Fidelity Workplace Consulting Group is composed of over 600 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. 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.
Note: Fidelity will not provide immigration sponsorship for this position.
Our health and welfare (H&W) consulting team at Fidelity provides a unique experience for senior candidates looking for an opportunity to be a part of the leadership of a very different consulting practice. Specifically, our team is organized to focus on three key associate experiences:
1. We are client focused. Our work with clients is oriented around problem solving and not defined by product sales. Simply put, we provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success.
2. All members of this team collaborate on a day-to-day basis. This gives everyone the opportunity to learn from and teach each other. Many of our associates are industry leaders with 20 years of experience in H&W consulting.
3. We believe it is important for our associates to have client exposure early in their careers, and throughout, to develop effective relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. Our leaders are critical for bringing this key tenet to life.
The Role
You will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions. You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team. Specific internal and external responsibilities include:
Lead the development and presentation of strategic recommendations to clients on an annual basis
Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems
Provide overall accountability to our clients for our strategic, analytical and financial deliverables
Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other H&W support
Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings
Develop and present webinars, and other marketing efforts, focused on H&W insights of interest to current and prospective clients
Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery
Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice
The Expertise and Skills You Bring
Minimum 15 years of proven experience in working with strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm
Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services
Experience engaging all available resources to address client problems (resourceful & scrappy)
Strong client relationship management skills, including excellent communication and responsiveness
Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders
Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc.
Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates)
The Team
The Fidelity Workplace Consulting Group is composed of over 600 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. 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.
Note: Fidelity will not provide immigration sponsorship for this position.
Our health and welfare (H&W) consulting team at Fidelity provides a unique experience for senior candidates looking for an opportunity to be a part of the leadership of a very different consulting practice. Specifically, our team is organized to focus on three key associate experiences:
1. We are client focused. Our work with clients is oriented around problem solving and not defined by product sales. Simply put, we provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success.
2. All members of this team collaborate on a day-to-day basis. This gives everyone the opportunity to learn from and teach each other. Many of our associates are industry leaders with 20 years of experience in H&W consulting.
3. We believe it is important for our associates to have client exposure early in their careers, and throughout, to develop effective relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. Our leaders are critical for bringing this key tenet to life.
The Role
You will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions. You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team. Specific internal and external responsibilities include:
Lead the development and presentation of strategic recommendations to clients on an annual basis
Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems
Provide overall accountability to our clients for our strategic, analytical and financial deliverables
Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other H&W support
Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings
Develop and present webinars, and other marketing efforts, focused on H&W insights of interest to current and prospective clients
Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery
Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice
The Expertise and Skills You Bring
Minimum 15 years of proven experience in working with strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm
Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services
Experience engaging all available resources to address client problems (resourceful & scrappy)
Strong client relationship management skills, including excellent communication and responsiveness
Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders
Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc.
Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates)
The Team
The Fidelity Workplace Consulting Group is composed of over 600 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. 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.
Note: Fidelity will not provide immigration sponsorship for this position.
Our health and welfare (H&W) consulting team at Fidelity provides a unique experience for senior candidates looking for an opportunity to be a part of the leadership of a very different consulting practice. Specifically, our team is organized to focus on three key associate experiences:
1. We are client focused. Our work with clients is oriented around problem solving and not defined by product sales. Simply put, we provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success.
2. All members of this team collaborate on a day-to-day basis. This gives everyone the opportunity to learn from and teach each other. Many of our associates are industry leaders with 20 years of experience in H&W consulting.
3. We believe it is important for our associates to have client exposure early in their careers, and throughout, to develop effective relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. Our leaders are critical for bringing this key tenet to life.
The Role
You will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions. You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team. Specific internal and external responsibilities include:
Lead the development and presentation of strategic recommendations to clients on an annual basis
Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems
Provide overall accountability to our clients for our strategic, analytical and financial deliverables
Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other H&W support
Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings
Develop and present webinars, and other marketing efforts, focused on H&W insights of interest to current and prospective clients
Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery
Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice
The Expertise and Skills You Bring
Minimum 15 years of proven experience in working with strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm
Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services
Experience engaging all available resources to address client problems (resourceful & scrappy)
Strong client relationship management skills, including excellent communication and responsiveness
Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders
Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc.
Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates)
The Team
The Fidelity Workplace Consulting Group is composed of over 600 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. 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.
Note: Fidelity will not provide immigration sponsorship for this position.
Our health and welfare (H&W) consulting team at Fidelity provides a unique experience for senior candidates looking for an opportunity to be a part of the leadership of a very different consulting practice. Specifically, our team is organized to focus on three key associate experiences:
1. We are client focused. Our work with clients is oriented around problem solving and not defined by product sales. Simply put, we provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success.
2. All members of this team collaborate on a day-to-day basis. This gives everyone the opportunity to learn from and teach each other. Many of our associates are industry leaders with 20 years of experience in H&W consulting.
3. We believe it is important for our associates to have client exposure early in their careers, and throughout, to develop effective relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. Our leaders are critical for bringing this key tenet to life.
The Role
You will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions. You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team. Specific internal and external responsibilities include:
Lead the development and presentation of strategic recommendations to clients on an annual basis
Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems
Provide overall accountability to our clients for our strategic, analytical and financial deliverables
Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other H&W support
Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings
Develop and present webinars, and other marketing efforts, focused on H&W insights of interest to current and prospective clients
Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery
Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice
The Expertise and Skills You Bring
Minimum 15 years of proven experience in working with strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm
Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services
Experience engaging all available resources to address client problems (resourceful & scrappy)
Strong client relationship management skills, including excellent communication and responsiveness
Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders
Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc.
Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates)
The Team
The Fidelity Workplace Consulting Group is composed of over 600 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. 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.
Note: Fidelity will not provide immigration sponsorship for this position.
Our health and welfare (H&W) consulting team at Fidelity provides a unique experience for senior candidates looking for an opportunity to be a part of the leadership of a very different consulting practice. Specifically, our team is organized to focus on three key associate experiences:
1. We are client focused. Our work with clients is oriented around problem solving and not defined by product sales. Simply put, we provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success.
2. All members of this team collaborate on a day-to-day basis. This gives everyone the opportunity to learn from and teach each other. Many of our associates are industry leaders with 20 years of experience in H&W consulting.
3. We believe it is important for our associates to have client exposure early in their careers, and throughout, to develop effective relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. Our leaders are critical for bringing this key tenet to life.
The Role
You will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions. You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team. Specific internal and external responsibilities include:
Lead the development and presentation of strategic recommendations to clients on an annual basis
Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems
Provide overall accountability to our clients for our strategic, analytical and financial deliverables
Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other H&W support
Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings
Develop and present webinars, and other marketing efforts, focused on H&W insights of interest to current and prospective clients
Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery
Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice
The Expertise and Skills You Bring
Minimum 15 years of proven experience in working with strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm
Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services
Experience engaging all available resources to address client problems (resourceful & scrappy)
Strong client relationship management skills, including excellent communication and responsiveness
Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders
Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc.
Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates)
The Team
The Fidelity Workplace Consulting Group is composed of over 600 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. 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.
Note: Fidelity will not provide immigration sponsorship for this position.
Our health and welfare (H&W) consulting team at Fidelity provides a unique experience for senior candidates looking for an opportunity to be a part of the leadership of a very different consulting practice. Specifically, our team is organized to focus on three key associate experiences:
1. We are client focused. Our work with clients is oriented around problem solving and not defined by product sales. Simply put, we provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success.
2. All members of this team collaborate on a day-to-day basis. This gives everyone the opportunity to learn from and teach each other. Many of our associates are industry leaders with 20 years of experience in H&W consulting.
3. We believe it is important for our associates to have client exposure early in their careers, and throughout, to develop effective relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. Our leaders are critical for bringing this key tenet to life.
The Role
You will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions. You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team. Specific internal and external responsibilities include:
Lead the development and presentation of strategic recommendations to clients on an annual basis
Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems
Provide overall accountability to our clients for our strategic, analytical and financial deliverables
Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other H&W support
Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings
Develop and present webinars, and other marketing efforts, focused on H&W insights of interest to current and prospective clients
Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery
Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice
The Expertise and Skills You Bring
Minimum 15 years of proven experience in working with strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm
Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services
Experience engaging all available resources to address client problems (resourceful & scrappy)
Strong client relationship management skills, including excellent communication and responsiveness
Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders
Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc.
Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates)
The Team
The Fidelity Workplace Consulting Group is composed of over 600 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. 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.
Note: Fidelity will not provide immigration sponsorship for this position.
Our health and welfare (H&W) consulting team at Fidelity provides a unique experience for senior candidates looking for an opportunity to be a part of the leadership of a very different consulting practice. Specifically, our team is organized to focus on three key associate experiences:
1. We are client focused. Our work with clients is oriented around problem solving and not defined by product sales. Simply put, we provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success.
2. All members of this team collaborate on a day-to-day basis. This gives everyone the opportunity to learn from and teach each other. Many of our associates are industry leaders with 20 years of experience in H&W consulting.
3. We believe it is important for our associates to have client exposure early in their careers, and throughout, to develop effective relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. Our leaders are critical for bringing this key tenet to life.
The Role
You will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions. You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team. Specific internal and external responsibilities include:
Lead the development and presentation of strategic recommendations to clients on an annual basis
Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems
Provide overall accountability to our clients for our strategic, analytical and financial deliverables
Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other H&W support
Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings
Develop and present webinars, and other marketing efforts, focused on H&W insights of interest to current and prospective clients
Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery
Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice
The Expertise and Skills You Bring
Minimum 15 years of proven experience in working with strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm
Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services
Experience engaging all available resources to address client problems (resourceful & scrappy)
Strong client relationship management skills, including excellent communication and responsiveness
Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders
Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc.
Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates)
The Team
The Fidelity Workplace Consulting Group is composed of over 600 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. 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.
Voluntary Corporate Actions Analyst
The Role
A Voluntary Corporate Actions Analyst is responsible for the accurate and timely announcement and processing of Domestic and International Voluntary Corporate Action events in a high energy and fast-paced team environment.
The Expertise and Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Operations and Services Group (OSG) provides superior customer service to Fidelity’s brokerage businesses through innovation, dedication, and commitment to excellence. With seven operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily. OSG has a need for an Analyst in Corporate Actions.
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.
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We’re Looking For
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up
Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
The Skills You Bring
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.
Please note this role requires in-person attendance in the assigned Branch location.
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We’re Looking For
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up
Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
The Skills You Bring
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.
Please note this role requires in-person attendance in the assigned Branch location.
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Financial Representative
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
The Expertise We’re Looking For
Customer service, phone, or financial services experience will prepare you for this role
Banking, insurance, or financial experience is an excellent addition to your experience
We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role
It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You Bring
Superb interpersonal skills and passion to engage with clients
An aptitude to assess client needs and identify opportunities
Remarkable attention to detail and ability to prioritize
Organizational skills to manage multiple tasks
Being coachable, collaborative, and curious are your "go to" attributes
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
A key member of the team, you are offering support to Fidelity’s most valuable clients daily
By identifying leads and making effective introductions, you are directly impacting the success of the branch
Your efforts will be valued by clients and you will find working with those clients a rewarding experience
As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
We are looking for a Principal Full Stack Engineer to join us!
As a Principal Full Stack Engineer, you will play a leadership role on a Scrum team 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 be a member of an agile team(s) to architect, build, test, and design the features that make up Fidelity’s Digital experiences. You will also be expected to provide leadership, guidance, and mentoring to the other Developers within the wider Digital Platforms Technology team.
The Expertise and Skills You Bring
Digital experience engineering 6+ years of experience
BS/BA Degree or equivalent experience preferred
Demonstrated experience in communicating technical designs and capabilities to non-technical team members, product owners, and partners
Experience collaborating in a team environment to architect, develop, and support key applications and features
A demonstrable understanding of the Agile software development methodology
Relevant knowledge of modern application architecture patterns and emerging technologies
Appreciation for and alignment to standard methodologies regarding object-oriented design, coding standards, RESTful service consumption and integration, common design patterns, secure application development, and test coverage
Proficiency with server-side/mid-tier languages, frameworks, libraries, and related technologies: Java SE, Apache Tomcat, Spring MVC/Spring Boot, Logback, SLF4j, Maven
Client-side language, library, and framework proficiency: Angular 8+, JavaScript/TypeScript, Node, NPM, HTML/CSS, RxJS, Jasmine/Karma
The Team
Fidelity's Workplace Investing Digital Platforms Technology team designs, develops, implements, and supports WI’s suite of Digital products and services. The Digital Platforms development team focuses on delivering innovative solutions that meet the needs of our customers. Our systems professionals thrive, with a steadfast dedication to innovation, which furthers 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.
Company Overview
At Fidelity, we are passionate about 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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following:
For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2
For roles based in Germany: Contact accomodationsgermany@fmr.com
For roles based in Ireland: Contact accomodationsireland@fmr.com
Fidelity Privacy policy
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.
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.
]]>This VP level role reporting into Head of CEG will drive the Strategy to Execution Engine for Client Engagement Group by translating strategic priorities into actionable plans, align teams around shared objectives, and drive execution of the organization’s most critical initiatives to achieve long-term growth and impact.
Key Responsibilities:
We’re looking for a VP, Strategic Planning & Initiatives to report to the Head of CEG and partner closely with senior leaders across the organization to shape strategy, drive alignment, and ensure execution of our highest priorities.
This role sits at the center of CEG — connecting teams, translating strategy into action, and helping leaders operate as a highly aligned, high-performing group. This executive role partners with senior leadership to identify growth opportunities, improve organizational performance and drive strategic programs that align with Fidelity Philanthropic Services’ mission and long-term objectives.
Driving Functional Strategy
Lead development of CEG’s strategic planning process and long-range business planning.
Translate enterprise priorities into clear, actionable plans that support growth, innovation and operational excellence.
Partner with competitive insights team to conduct market analysis, competitive assessment and evaluation of overall performance.
Continuously refine strategy based on business and client insights.
Strategic Initiatives Management
Oversee high-priority initiatives and cross-functional projects.
Establish governance structures, timelines and accountability measures.
Drive organizational change management and fundraising improvement initiatives.
Enable Alignment Across Leaders
Partner with senior leaders across CEG to align priorities and drive enterprise outcomes.
Connect work across teams, help remove silos and collaborate with department leaders to prioritize and execute business objectives.
Support decision-making with clear framing, data, and trade-offs.
Lead operating rhythm
Lead CEG’s operating cadence (business reviews, leadership forums, offsites).
Establish metrics and track progress against key priorities.
Ensure follow-through and accountability on critical initiatives.
Accelerate Execution
Turn strategy into sequenced, executable plans.
Lead cross-functional initiatives and manage dependencies.
Identify risks early and help accelerate decisions.
Present strategic recommendations to senior leadership.
Shape the Narrative
Develop clear, consistent messaging on priorities and progress.
Prepare leadership for strategic recommendations and overall executive engagement.
Align CEG leadership messaging with FPS SLT and department heads.
The Expertise You Bring:
10–12 plus years of experience in strategy, consulting, or business management.
Proven ability to translate strategy into execution and measurable results.
Experience working with senior leaders in complex, matrixed organizations.
Strong analytical thinking and structured problem-solving skills.
Ability to influence without authority and drive alignment across teams.
Excellent communication and executive presence.
Comfort operating in fast-paced, ambiguous environments.
Think enterprise-first, not just functionally.
Bring clarity to complexity and help leaders make better decisions.
Balance speed with rigor and move forward.
How Your Work Impacts the Organization:
The Fidelity Charitable Gift Fund ('Fidelity Philanthropic Services') is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Philanthropic Services 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. This nonprofit division of Fidelity Investments helps individuals and families make tax-efficient charitable donations and distribute those funds to charities over time. Fidelity Philanthropic Services is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Legal, Investments, 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.
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.
This VP level role reporting into Head of CEG will drive the Strategy to Execution Engine for Client Engagement Group by translating strategic priorities into actionable plans, align teams around shared objectives, and drive execution of the organization’s most critical initiatives to achieve long-term growth and impact.
Key Responsibilities:
We’re looking for a VP, Strategic Planning & Initiatives to report to the Head of CEG and partner closely with senior leaders across the organization to shape strategy, drive alignment, and ensure execution of our highest priorities.
This role sits at the center of CEG — connecting teams, translating strategy into action, and helping leaders operate as a highly aligned, high-performing group. This executive role partners with senior leadership to identify growth opportunities, improve organizational performance and drive strategic programs that align with Fidelity Philanthropic Services’ mission and long-term objectives.
Driving Functional Strategy
Lead development of CEG’s strategic planning process and long-range business planning.
Translate enterprise priorities into clear, actionable plans that support growth, innovation and operational excellence.
Partner with competitive insights team to conduct market analysis, competitive assessment and evaluation of overall performance.
Continuously refine strategy based on business and client insights.
Strategic Initiatives Management
Oversee high-priority initiatives and cross-functional projects.
Establish governance structures, timelines and accountability measures.
Drive organizational change management and fundraising improvement initiatives.
Enable Alignment Across Leaders
Partner with senior leaders across CEG to align priorities and drive enterprise outcomes.
Connect work across teams, help remove silos and collaborate with department leaders to prioritize and execute business objectives.
Support decision-making with clear framing, data, and trade-offs.
Lead operating rhythm
Lead CEG’s operating cadence (business reviews, leadership forums, offsites).
Establish metrics and track progress against key priorities.
Ensure follow-through and accountability on critical initiatives.
Accelerate Execution
Turn strategy into sequenced, executable plans.
Lead cross-functional initiatives and manage dependencies.
Identify risks early and help accelerate decisions.
Present strategic recommendations to senior leadership.
Shape the Narrative
Develop clear, consistent messaging on priorities and progress.
Prepare leadership for strategic recommendations and overall executive engagement.
Align CEG leadership messaging with FPS SLT and department heads.
The Expertise You Bring:
10–12 plus years of experience in strategy, consulting, or business management.
Proven ability to translate strategy into execution and measurable results.
Experience working with senior leaders in complex, matrixed organizations.
Strong analytical thinking and structured problem-solving skills.
Ability to influence without authority and drive alignment across teams.
Excellent communication and executive presence.
Comfort operating in fast-paced, ambiguous environments.
Think enterprise-first, not just functionally.
Bring clarity to complexity and help leaders make better decisions.
Balance speed with rigor and move forward.
How Your Work Impacts the Organization:
The Fidelity Charitable Gift Fund ('Fidelity Philanthropic Services') is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Philanthropic Services 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. This nonprofit division of Fidelity Investments helps individuals and families make tax-efficient charitable donations and distribute those funds to charities over time. Fidelity Philanthropic Services is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Legal, Investments, 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.
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.
Tri-State Regional Business Development Consultant
Charitable Planning Consultant
Note: Fidelity is not providing immigration sponsorship for this position.
The Role
Do you enjoy engaging with advisors to increase their knowledge of Donor Advised Funds and efficient and effective charitable vehicles to grow the phenomenal tradition of American philanthropy? Does building relationships with advisors and key partners to become their first call in philanthropy excite you? If this resonates with you, you should consider the Charitable Planning Consultant role and the opportunity to join the largest provider of charitable solutions in the United States to help grow the awareness and impact of charitable giving in New York, New Jersey and Connecticut.
The Expertise and Skills You Bring
Proven sales or fundraising track record
Interest/exposure to philanthropy, charitable fundraising and planned giving a plus
5 years Financial Service intermediary sales experience preferred (mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience a plus
B.A. or B.S. degree required, CFP and/or CAP preferred
Strong interpersonal, communication, and networking skills
Public speaking experience and skills
Solid time, territory management, and organizational skills to improve efficiency and productivity within region
Introduce new lines of philanthropy, including Private Equity, Alternative Investments, Corporate vehicles, and others are a plus
Develop ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues
The Team
The Fundraising organization within Fidelity Charitable (FC) is often the first call for all things philanthropic. Fundraisers tend to be the most visible face to both internal and external partners and donors of the organization. As the largest public charity in the nation and an integral provider of philanthropic services and planning, Fidelity Charitable is in the outstanding position to improve the personal philanthropic aspirations of the firm’s donors and the thousands of charitable organizations they are passionate about supporting. As a Charitable Planning Consultant, you will be responsible to collaborate with the advisors of current and future donors, grow the American tradition of charitable giving, and protect the brand and mission 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.
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.
Tri-State Regional Business Development Consultant
Charitable Planning Consultant
Note: Fidelity is not providing immigration sponsorship for this position.
The Role
Do you enjoy engaging with advisors to increase their knowledge of Donor Advised Funds and efficient and effective charitable vehicles to grow the phenomenal tradition of American philanthropy? Does building relationships with advisors and key partners to become their first call in philanthropy excite you? If this resonates with you, you should consider the Charitable Planning Consultant role and the opportunity to join the largest provider of charitable solutions in the United States to help grow the awareness and impact of charitable giving in New York, New Jersey and Connecticut.
The Expertise and Skills You Bring
Proven sales or fundraising track record
Interest/exposure to philanthropy, charitable fundraising and planned giving a plus
5 years Financial Service intermediary sales experience preferred (mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience a plus
B.A. or B.S. degree required, CFP and/or CAP preferred
Strong interpersonal, communication, and networking skills
Public speaking experience and skills
Solid time, territory management, and organizational skills to improve efficiency and productivity within region
Introduce new lines of philanthropy, including Private Equity, Alternative Investments, Corporate vehicles, and others are a plus
Develop ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues
The Team
The Fundraising organization within Fidelity Charitable (FC) is often the first call for all things philanthropic. Fundraisers tend to be the most visible face to both internal and external partners and donors of the organization. As the largest public charity in the nation and an integral provider of philanthropic services and planning, Fidelity Charitable is in the outstanding position to improve the personal philanthropic aspirations of the firm’s donors and the thousands of charitable organizations they are passionate about supporting. As a Charitable Planning Consultant, you will be responsible to collaborate with the advisors of current and future donors, grow the American tradition of charitable giving, and protect the brand and mission 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.
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.
Tri-State Regional Business Development Consultant
Charitable Planning Consultant
Note: Fidelity is not providing immigration sponsorship for this position.
The Role
Do you enjoy engaging with advisors to increase their knowledge of Donor Advised Funds and efficient and effective charitable vehicles to grow the phenomenal tradition of American philanthropy? Does building relationships with advisors and key partners to become their first call in philanthropy excite you? If this resonates with you, you should consider the Charitable Planning Consultant role and the opportunity to join the largest provider of charitable solutions in the United States to help grow the awareness and impact of charitable giving in New York, New Jersey and Connecticut.
The Expertise and Skills You Bring
Proven sales or fundraising track record
Interest/exposure to philanthropy, charitable fundraising and planned giving a plus
5 years Financial Service intermediary sales experience preferred (mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience a plus
B.A. or B.S. degree required, CFP and/or CAP preferred
Strong interpersonal, communication, and networking skills
Public speaking experience and skills
Solid time, territory management, and organizational skills to improve efficiency and productivity within region
Introduce new lines of philanthropy, including Private Equity, Alternative Investments, Corporate vehicles, and others are a plus
Develop ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues
The Team
The Fundraising organization within Fidelity Charitable (FC) is often the first call for all things philanthropic. Fundraisers tend to be the most visible face to both internal and external partners and donors of the organization. As the largest public charity in the nation and an integral provider of philanthropic services and planning, Fidelity Charitable is in the outstanding position to improve the personal philanthropic aspirations of the firm’s donors and the thousands of charitable organizations they are passionate about supporting. As a Charitable Planning Consultant, you will be responsible to collaborate with the advisors of current and future donors, grow the American tradition of charitable giving, and protect the brand and mission 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.
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.
Tri-State Regional Business Development Consultant
Charitable Planning Consultant
Note: Fidelity is not providing immigration sponsorship for this position.
The Role
Do you enjoy engaging with advisors to increase their knowledge of Donor Advised Funds and efficient and effective charitable vehicles to grow the phenomenal tradition of American philanthropy? Does building relationships with advisors and key partners to become their first call in philanthropy excite you? If this resonates with you, you should consider the Charitable Planning Consultant role and the opportunity to join the largest provider of charitable solutions in the United States to help grow the awareness and impact of charitable giving in New York, New Jersey and Connecticut.
The Expertise and Skills You Bring
Proven sales or fundraising track record
Interest/exposure to philanthropy, charitable fundraising and planned giving a plus
5 years Financial Service intermediary sales experience preferred (mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience a plus
B.A. or B.S. degree required, CFP and/or CAP preferred
Strong interpersonal, communication, and networking skills
Public speaking experience and skills
Solid time, territory management, and organizational skills to improve efficiency and productivity within region
Introduce new lines of philanthropy, including Private Equity, Alternative Investments, Corporate vehicles, and others are a plus
Develop ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues
The Team
The Fundraising organization within Fidelity Charitable (FC) is often the first call for all things philanthropic. Fundraisers tend to be the most visible face to both internal and external partners and donors of the organization. As the largest public charity in the nation and an integral provider of philanthropic services and planning, Fidelity Charitable is in the outstanding position to improve the personal philanthropic aspirations of the firm’s donors and the thousands of charitable organizations they are passionate about supporting. As a Charitable Planning Consultant, you will be responsible to collaborate with the advisors of current and future donors, grow the American tradition of charitable giving, and protect the brand and mission 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.
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.
It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.
The Expertise We’re Looking For
We ask that you have at least five years in financial sales role
We believe that three or more years of management within a financial services environment is helpful
We require an active Series 9/10, 7 and 66 licenses
The Purpose of Your Role
Our mission in the branch 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. 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.
The Skills You Bring
All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
A contagious enthusiasm for hiring, mentoring and developing new branch associates
Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas
Coordinating and supporting 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
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.
How Your Work Impacts the Organization
You will function as a general manager for the branch, 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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Senior Manager Tax supports a dynamic environment where collaboration with Operations, Legal, Technology and Product groups occurs to align Fidelity’s tax reporting and withholding practices with regulatory guidelines and requirements.
Are you a tax professional seeking to join a growing team passionate about assisting Fidelity businesses in meeting the challenging tax requirements that apply to the products and services we offer? Join our team of operational tax compliance professionals, growing our Enterprise Tax Compliance function! In this role, you will focus on the providing oversight and guidance to assist Fidelity associates meet the statutory and regulatory requirements. You will support and enable growth of Fidelity by providing sound tax compliance advice and leadership, anticipating regulatory matters, crafting effective supervisory and compliance programs, and implementing new rules.
Your expertise will be used in evaluating compliance with the policies, recommending ambitious and incremental improvements, thought leadership, and supporting implementation of new technology.
Our ideal candidate will have proven experience in tax compliance, regulatory advisory or other confirmed experience, possessing a strong knowledge and understanding of the tax framework that applies to Fidelity's product offering. This includes the ability to research and apply the tax requirements to our existing businesses, to new product offerings, and new business ventures. We are looking for individuals with experience in the compliance, brokerage, or financial services industry.
Successful candidates can apply regulatory experience and insight to explain sophisticated tax concepts to associates at all levels. A self-initiating and solutions-oriented personality along with good judgement and discretion are also key traits. We are also seeking someone with effective written and verbal communication skills.
Fidelity Investments Tax Compliance is a growing unit within Fidelity’s Corporate Tax Function committed to working with our Fidelity’s businesses to integrate tax into everyday operations, allowing them to meet their regulatory obligations in an effective and efficient manner. Our team members are passionate about finding solutions to challenging tax issues. We are a dynamic team supporting multiple different businesses, products, and service offerings.
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.
The Senior Manager Tax supports a dynamic environment where collaboration with Operations, Legal, Technology and Product groups occurs to align Fidelity’s tax reporting and withholding practices with regulatory guidelines and requirements.
Are you a tax professional seeking to join a growing team passionate about assisting Fidelity businesses in meeting the challenging tax requirements that apply to the products and services we offer? Join our team of operational tax compliance professionals, growing our Enterprise Tax Compliance function! In this role, you will focus on the providing oversight and guidance to assist Fidelity associates meet the statutory and regulatory requirements. You will support and enable growth of Fidelity by providing sound tax compliance advice and leadership, anticipating regulatory matters, crafting effective supervisory and compliance programs, and implementing new rules.
Your expertise will be used in evaluating compliance with the policies, recommending ambitious and incremental improvements, thought leadership, and supporting implementation of new technology.
Our ideal candidate will have proven experience in tax compliance, regulatory advisory or other confirmed experience, possessing a strong knowledge and understanding of the tax framework that applies to Fidelity's product offering. This includes the ability to research and apply the tax requirements to our existing businesses, to new product offerings, and new business ventures. We are looking for individuals with experience in the compliance, brokerage, or financial services industry.
Successful candidates can apply regulatory experience and insight to explain sophisticated tax concepts to associates at all levels. A self-initiating and solutions-oriented personality along with good judgement and discretion are also key traits. We are also seeking someone with effective written and verbal communication skills.
Fidelity Investments Tax Compliance is a growing unit within Fidelity’s Corporate Tax Function committed to working with our Fidelity’s businesses to integrate tax into everyday operations, allowing them to meet their regulatory obligations in an effective and efficient manner. Our team members are passionate about finding solutions to challenging tax issues. We are a dynamic team supporting multiple different businesses, products, and service offerings.
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.
The Senior Manager Tax supports a dynamic environment where collaboration with Operations, Legal, Technology and Product groups occurs to align Fidelity’s tax reporting and withholding practices with regulatory guidelines and requirements.
Are you a tax professional seeking to join a growing team passionate about assisting Fidelity businesses in meeting the challenging tax requirements that apply to the products and services we offer? Join our team of operational tax compliance professionals, growing our Enterprise Tax Compliance function! In this role, you will focus on the providing oversight and guidance to assist Fidelity associates meet the statutory and regulatory requirements. You will support and enable growth of Fidelity by providing sound tax compliance advice and leadership, anticipating regulatory matters, crafting effective supervisory and compliance programs, and implementing new rules.
Your expertise will be used in evaluating compliance with the policies, recommending ambitious and incremental improvements, thought leadership, and supporting implementation of new technology.
Our ideal candidate will have proven experience in tax compliance, regulatory advisory or other confirmed experience, possessing a strong knowledge and understanding of the tax framework that applies to Fidelity's product offering. This includes the ability to research and apply the tax requirements to our existing businesses, to new product offerings, and new business ventures. We are looking for individuals with experience in the compliance, brokerage, or financial services industry.
Successful candidates can apply regulatory experience and insight to explain sophisticated tax concepts to associates at all levels. A self-initiating and solutions-oriented personality along with good judgement and discretion are also key traits. We are also seeking someone with effective written and verbal communication skills.
Fidelity Investments Tax Compliance is a growing unit within Fidelity’s Corporate Tax Function committed to working with our Fidelity’s businesses to integrate tax into everyday operations, allowing them to meet their regulatory obligations in an effective and efficient manner. Our team members are passionate about finding solutions to challenging tax issues. We are a dynamic team supporting multiple different businesses, products, and service offerings.
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.
As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture 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 We’re Looking For
The Purpose of Your Role
The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.
The Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
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.
Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
A Fidelity Branch Leader partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.
The Expertise We’re Looking For
We ask that you have at least five years in financial sales role
We believe that three or more years of management within a financial services environment is helpful
The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 upon hire
The Purpose of Your Role
Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.
The Skills You Bring
Your background in relationship management and deep understanding of financial services
Impressive time-management skills and ability to execute on multiple priorities
You have a natural ability to influence and enhance the sales skills of others
Validated grasp of compliance and regulatory guidelines
Professional demeanor and excellent interpersonal skills
Positive attitude, empowering business professionalism and strong work ethic with high level of integrity
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness
Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation
Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns
Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives
How Your Work Impacts the Organization
If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.
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.
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.
]]>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We’re Looking For
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up
Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
The Skills You Bring
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.
Please note this role requires in-person attendance in the assigned Branch location.
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
DC, Marlton, NJ, Arlington, Alexandria, Tyson's Corner, Reston, Leesburg/Lansdowne
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
DC, Marlton, NJ, Arlington, Alexandria, Tyson's Corner, Reston, Leesburg/Lansdowne
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
DC, Marlton, NJ, Arlington, Alexandria, Tyson's Corner, Reston, Leesburg/Lansdowne
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
DC, Marlton, NJ, Arlington, Alexandria, Tyson's Corner, Reston, Leesburg/Lansdowne
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
DC, Marlton, NJ, Arlington, Alexandria, Tyson's Corner, Reston, Leesburg/Lansdowne
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
DC, Marlton, NJ, Arlington, Alexandria, Tyson's Corner, Reston, Leesburg/Lansdowne
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
DC, Marlton, NJ, Arlington, Alexandria, Tyson's Corner, Reston, Leesburg/Lansdowne
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Dunwoody, Buckhead, Market Center, Alpharetta
As a Client Support Specialist you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Dunwoody, Buckhead, Market Center, Alpharetta
As a Client Support Specialist you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Dunwoody, Buckhead, Market Center, Alpharetta
As a Client Support Specialist you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are searching for an expert Actuarial Consultant interested in building a career in a team centric fast paced consulting environment!
Providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs.
Reviewing and Leading annual pension valuations for clients and other projects such as plan terminations, mergers & acquisitions, compliance, plan amendments and plan designs.
Training associates and analysts to ensure continued development of the staff.
Handling client budgets and setting expectations and client timelines.
Preparing responses to RFPs and RFIs for new prospects and participate in leading new business meetings with prospects as needed.
Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients
The Expertise and Skills You Bring
A.S.A., E.A. or F.S.A., E.A. credentials preferred
10+ years of proven expertise in a pension and/or benefit consulting firm
You are knowledgeable in benefit program design, legislative, accounting, and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS).
You have shown interpersonal and leadership skills including the ability to build relationships at multiple organizational levels
You have outstanding teamwork skills and strength in leading enhanced client relationships
You have strong critical thinking and problem-solving skills
You are a leader with self-motivation and determination to succeed
You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment
You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are searching for an expert Actuarial Consultant interested in building a career in a team centric fast paced consulting environment!
Providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs.
Reviewing and Leading annual pension valuations for clients and other projects such as plan terminations, mergers & acquisitions, compliance, plan amendments and plan designs.
Training associates and analysts to ensure continued development of the staff.
Handling client budgets and setting expectations and client timelines.
Preparing responses to RFPs and RFIs for new prospects and participate in leading new business meetings with prospects as needed.
Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients
The Expertise and Skills You Bring
A.S.A., E.A. or F.S.A., E.A. credentials preferred
10+ years of proven expertise in a pension and/or benefit consulting firm
You are knowledgeable in benefit program design, legislative, accounting, and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS).
You have shown interpersonal and leadership skills including the ability to build relationships at multiple organizational levels
You have outstanding teamwork skills and strength in leading enhanced client relationships
You have strong critical thinking and problem-solving skills
You are a leader with self-motivation and determination to succeed
You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment
You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are searching for an expert Actuarial Consultant interested in building a career in a team centric fast paced consulting environment!
Providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs.
Reviewing and Leading annual pension valuations for clients and other projects such as plan terminations, mergers & acquisitions, compliance, plan amendments and plan designs.
Training associates and analysts to ensure continued development of the staff.
Handling client budgets and setting expectations and client timelines.
Preparing responses to RFPs and RFIs for new prospects and participate in leading new business meetings with prospects as needed.
Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients
The Expertise and Skills You Bring
A.S.A., E.A. or F.S.A., E.A. credentials preferred
10+ years of proven expertise in a pension and/or benefit consulting firm
You are knowledgeable in benefit program design, legislative, accounting, and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS).
You have shown interpersonal and leadership skills including the ability to build relationships at multiple organizational levels
You have outstanding teamwork skills and strength in leading enhanced client relationships
You have strong critical thinking and problem-solving skills
You are a leader with self-motivation and determination to succeed
You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment
You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are searching for an expert Actuarial Consultant interested in building a career in a team centric fast paced consulting environment!
Providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs.
Reviewing and Leading annual pension valuations for clients and other projects such as plan terminations, mergers & acquisitions, compliance, plan amendments and plan designs.
Training associates and analysts to ensure continued development of the staff.
Handling client budgets and setting expectations and client timelines.
Preparing responses to RFPs and RFIs for new prospects and participate in leading new business meetings with prospects as needed.
Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients
The Expertise and Skills You Bring
A.S.A., E.A. or F.S.A., E.A. credentials preferred
10+ years of proven expertise in a pension and/or benefit consulting firm
You are knowledgeable in benefit program design, legislative, accounting, and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS).
You have shown interpersonal and leadership skills including the ability to build relationships at multiple organizational levels
You have outstanding teamwork skills and strength in leading enhanced client relationships
You have strong critical thinking and problem-solving skills
You are a leader with self-motivation and determination to succeed
You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment
You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are searching for an expert Actuarial Consultant interested in building a career in a team centric fast paced consulting environment!
Providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs.
Reviewing and Leading annual pension valuations for clients and other projects such as plan terminations, mergers & acquisitions, compliance, plan amendments and plan designs.
Training associates and analysts to ensure continued development of the staff.
Handling client budgets and setting expectations and client timelines.
Preparing responses to RFPs and RFIs for new prospects and participate in leading new business meetings with prospects as needed.
Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients
The Expertise and Skills You Bring
A.S.A., E.A. or F.S.A., E.A. credentials preferred
10+ years of proven expertise in a pension and/or benefit consulting firm
You are knowledgeable in benefit program design, legislative, accounting, and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS).
You have shown interpersonal and leadership skills including the ability to build relationships at multiple organizational levels
You have outstanding teamwork skills and strength in leading enhanced client relationships
You have strong critical thinking and problem-solving skills
You are a leader with self-motivation and determination to succeed
You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment
You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are searching for an expert Actuarial Consultant interested in building a career in a team centric fast paced consulting environment!
Providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs.
Reviewing and Leading annual pension valuations for clients and other projects such as plan terminations, mergers & acquisitions, compliance, plan amendments and plan designs.
Training associates and analysts to ensure continued development of the staff.
Handling client budgets and setting expectations and client timelines.
Preparing responses to RFPs and RFIs for new prospects and participate in leading new business meetings with prospects as needed.
Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients
The Expertise and Skills You Bring
A.S.A., E.A. or F.S.A., E.A. credentials preferred
10+ years of proven expertise in a pension and/or benefit consulting firm
You are knowledgeable in benefit program design, legislative, accounting, and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS).
You have shown interpersonal and leadership skills including the ability to build relationships at multiple organizational levels
You have outstanding teamwork skills and strength in leading enhanced client relationships
You have strong critical thinking and problem-solving skills
You are a leader with self-motivation and determination to succeed
You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment
You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
The FFIO Technology team is seeking an experienced Senior Frontend Engineer with a strong frontend focus to design and build modern, high-performance user interfaces for next-generation pricing platforms in the cloud. This role is part of a multiyear strategic initiative to modernize and enhance pricing capabilities.
Based in Westlake, Texas, this position will lead hands-on frontend development efforts, define UI architecture patterns, and provide technical leadership and mentorship to junior engineers. You will play a key role in shaping intuitive, scalable, and accessible user experiences that meet the evolving needs of our customers.
The Expertise and Skills You Bring
5+ years of software engineering experience, with a strong emphasis on frontend development
Frontend Expertise (Primary Focus)
Deep expertise in modern Angular (v16+), including:
Signals
Standalone components
Zoneless architecture
Performance optimization
Strong proficiency in TypeScript, HTML5, and CSS3
Experience building responsive, accessible (WCAG-compliant) user interfaces
Strong understanding of frontend architecture and design patterns
Experience with RxJS and reactive programming principles
Expertise in frontend testing frameworks:
Jest / ViTest
Cypress / Playwright
Experience building and maintaining reusable component libraries and design systems
Strong understanding of browser performance, rendering, and debugging techniques
User Experience & Collaboration
Experience working closely with UX/UI designers and product managers
Ability to translate complex requirements into intuitive and elegant user experiences
Strong focus on usability, accessibility, and performance
Backend & Integration (Supporting Skills)
Working knowledge of backend technologies such as:
Java with Spring Boot
RESTful APIs and web services
Familiarity with SQL and Oracle databases
Experience integrating frontend applications with backend services
Cloud & DevOps (Nice to Have)
Familiarity with AWS or other cloud platforms
Exposure to containerization technologies (Docker, ECS)
Experience working with CI/CD pipelines (e.g., Jenkins)
Understanding of 12-factor application design principles
Additional Strengths
Strong analytical, communication, and organizational skills
Ability to work effectively in both agile teams and independently
Passion for learning and adopting modern frontend technologies and best practices
Lead the design and development of scalable, performant frontend applications
Translate business requirements into engaging, user-friendly UI solutions
Drive frontend architecture decisions and establish best practices
Champion accessibility, performance, and maintainability standards
Build and maintain consistent UI components and shared libraries
Collaborate with product and design teams to deliver high-quality user experiences
Provide mentorship and guidance to engineers on frontend technologies and development practices
Support production applications, including on-call support when needed
Fidelity Fund Investment Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. Responsibilities include:
Calculating and distributing NAVs, yields, and distribution rates
Preparing fund financial statements, dividend estimates, and tax returns
Monitoring trade delivery and processing corporate actions
Managing fund liquidity and shareholder transaction flows
The technology team plays a critical role in modernizing these capabilities through innovative, user-centric platforms.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
We are looking for a Principal Full Stack Engineer to join us!
As a Principal Full Stack Engineer, you will play a key role on Scrum teams 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. The ideal candidate should show ease at making personal connections and enjoy partnering across a diverse group of roles. You will work closely with the Squad Lead, Scrum Master, Developers, Quality Assurance, and Architects to craft, build, test, and deliver the features that make up Fidelity’s Digital experiences. You will also be expected to provide guidance and mentoring to the other Developers.
The Expertise and Skills You Bring
Full stack software engineering 8+ years of experience; with a focus in financial services applications is a plus
BS/BA Degree or equivalent experience required
Demonstrated experience in communicating technical needs and capabilities to non-technical team members, product owners, and partners
Experience collaborating in a team environment to develop, deploy, and support key applications and features
A proven understanding of the Agile software development methodology
Extensive experience decomposing sophisticated business problems into creative, efficient, and scalable solutions
Relevant knowledge of modern application architecture patterns and emerging technologies
Detailed experience with modern MV*/SPA JavaScript frameworks (Angular, Vue, React JS), prefer Angular
Hands-on experience with API Design & Development and Microservices Architecture (Java, REST, GraphQL, NodeJS)
Proficiency with server-side/mid-tier languages, frameworks, libraries, and related technologies: Java EE, Apache Tomcat, Spring MVC/Spring Boot, Logback, SLF4j, Maven
Client-side language, library, and framework proficiency: Angular 8+, JavaScript/TypeScript, Node, NPM, HTML/CSS, RxJS, Jasmine/Karma
Appreciation for and alignment to standard methodologies regarding object-oriented design, coding standards, RESTful service consumption and integration, common design patterns, secure application development, and test coverage
Your experience with the following will be a plus:
DevOps concepts governing SCM, continuous integration, monitoring, and deployment processes
Enterprise application architecture patterns and orchestration frameworks such as Apache Camel
Client-side unit testing frameworks and test runners like Jasmine and Karma
Docker containerization and AWS cloud deployment and application management via the AWS console
AWS certification(s)
The W3C’s Web Content Accessibility Guidelines and their implementation
The Team
Fidelity's Workplace Solutions (WS) Digital Platforms Technology 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 nurtures 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.
You will support digital experience scrum teams within Stock Plan Services, an emerging equity compensation services division of Fidelity Investments.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Principal Site Reliability Engineer
Note: Fidelity will not provide immigration sponsorship for this position
The Role
Are you looking for an exciting chance to boost performance? Come aboard Fidelity Investments in Merrimack, NH as a Principal, Site Reliability Engineer. You'll play a key role in guaranteeing the reliability and efficiency of our systems, spearheading projects to better FFIO Market Data Services. Work closely with a team of committed experts and create a substantial influence on our operations!
The Expertise and Skills You Bring
We are looking for experienced individuals who excel in team settings and demonstrate unwavering dedication to achieving outstanding results. Your responsibilities will draw on a mix of the qualifications listed below:
Education: Although a degree in Computer Science, Engineering, or a related field is desirable, we value relevant experience to encourage a wide range of applicants.
Experience: Demonstrated expertise in site reliability with a strong background in managing large-scale systems is essential. Experience in automation, monitoring, and incident management will set you apart.
Certifications: While not mandatory, certifications such as AWS Certified DevOps Engineer or Google Professional DevOps Engineer are a plus.
Required skills: Understand cloud infrastructure, excel in Python scripting, and drive projects end-to-end.
Preferred skills: Knowledge of Production on-call support for Cloud Infrastructure, experience with AWS services, and proficiency in observability tools like DataDog and Grafana.
You have extensive knowledge on Production on-call support for Cloud Infrastructure which is running in EKS platform
You have experience with load balancer traffic distribution (especially Akamai and VMware Avi)
You have extensive experiences in Change, Incident, Problem Management & on-call support
You have extensive knowledge on observability tools (Preferable - DataDog) & Grafana
You have experience in monitoring various aspects like Log, Metrics, APM, Event, Infrastructure & including of Dashboard creation
You have experience in multiple AWS services like EC2, EBS, S3, NLB, IAM, Lambda, Cloud-Watch, Cloud Trail & VPC. Rehydration or Patching knowledge's in cloud infrastructure
You have experience in Microservices Architecture like API Gateway or APIGEE
You have the ability to triage, execute root cause analysis and be decisive under pressure
You are capable to work with a variety of individuals and groups, both in-person and virtually, in a constructive and collaborative manner to build and maintain effective relationships
You are able to do automation using Python
You have exposure to CFM/IaaC like Ansible & Terraform
You know on CI/CD tool like Jenkins
You have exposure to database administration (especially Yugabyte)
You have exposure to document creation for knowledge & process will be an added advantage
The Team
Our team embodies a spirit of collaboration and creativity, with a primary focus on improving our clients' experiences. We collaborate with a range of interested parties to guarantee that our FFIO Market Data Services are outstanding, showcasing our dedication to quality. As a team member, you will team up with industry leaders committed to making a difference. We are dedicated to encouraging a diverse and inclusive environment where our most valuable resource—our people—can flourish. Join us and be part of a team that values growth, adaptability, and the relentless pursuit of 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.
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.
]]>Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
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.
]]>Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
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.
]]>In this role, you will be part of a team of architects leading various mobile experiences, frameworks, and platforms, driving forward the app portfolio in Workplace Investing, as well as lead and collaborate on sophisticated enterprise wide mobile initiatives! You will have ownership over various parts of the mobile experience, responsible for the design, implementation, and quality, building enterprise grade mobile capabilities to be shipped to multiple mobile applications across the enterprise. You will work closely with the Product Area to address sophisticated and exciting business problems and recommend impactful architecture solutions for Fidelity’s Mobile experiences.
The following will help you succeed and thrive in this role:
The Mobile Architecture team is a fast-paced technology group the not only supports our product and engineering organizations, and bridges the communication and requirements gap between them as well. We strive to use modern technologies to deliver experiences for our mobile customers, applying innovative solutions that exceed our customer’s needs, embracing diversity of thought and experience.
As part of the WI Technology Architecture team you will be key player in helping move us forward into our digital future and digital transformation of our business!
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.
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.
]]>In this role, you will be part of a team of architects leading various mobile experiences, frameworks, and platforms, driving forward the app portfolio in Workplace Investing, as well as lead and collaborate on sophisticated enterprise wide mobile initiatives! You will have ownership over various parts of the mobile experience, responsible for the design, implementation, and quality, building enterprise grade mobile capabilities to be shipped to multiple mobile applications across the enterprise. You will work closely with the Product Area to address sophisticated and exciting business problems and recommend impactful architecture solutions for Fidelity’s Mobile experiences.
The following will help you succeed and thrive in this role:
The Mobile Architecture team is a fast-paced technology group the not only supports our product and engineering organizations, and bridges the communication and requirements gap between them as well. We strive to use modern technologies to deliver experiences for our mobile customers, applying innovative solutions that exceed our customer’s needs, embracing diversity of thought and experience.
As part of the WI Technology Architecture team you will be key player in helping move us forward into our digital future and digital transformation of our business!
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.
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.
]]>In this role, you will be part of a team of architects leading various mobile experiences, frameworks, and platforms, driving forward the app portfolio in Workplace Investing, as well as lead and collaborate on sophisticated enterprise wide mobile initiatives! You will have ownership over various parts of the mobile experience, responsible for the design, implementation, and quality, building enterprise grade mobile capabilities to be shipped to multiple mobile applications across the enterprise. You will work closely with the Product Area to address sophisticated and exciting business problems and recommend impactful architecture solutions for Fidelity’s Mobile experiences.
The following will help you succeed and thrive in this role:
The Mobile Architecture team is a fast-paced technology group the not only supports our product and engineering organizations, and bridges the communication and requirements gap between them as well. We strive to use modern technologies to deliver experiences for our mobile customers, applying innovative solutions that exceed our customer’s needs, embracing diversity of thought and experience.
As part of the WI Technology Architecture team you will be key player in helping move us forward into our digital future and digital transformation of our business!
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
Our health and welfare (H&W) consulting team at Fidelity provides a unique experience for senior candidates looking for an opportunity to be a part of the leadership of a very different consulting practice. Specifically, our team is organized to focus on three key associate experiences:
1. We are client focused. Our work with clients is oriented around problem solving and not defined by product sales. Simply put, we provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success.
2. All members of this team collaborate on a day-to-day basis. This gives everyone the opportunity to learn from and teach each other. Many of our associates are industry leaders with 20 years of experience in H&W consulting.
3. We believe it is important for our associates to have client exposure early in their careers, and throughout, to develop effective relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. Our leaders are critical for bringing this key tenet to life.
The Role
As a Senior Consulting Actuary, you will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions. You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team and will co-lead the development & maintenance of actuarial models and standards, and ensure team compliance. Specific internal and external responsibilities include:
Lead the development and presentation of strategic recommendations to clients on an annual basis
Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems
Provide overall accountability to our clients for our analytical and actuarial deliverables
Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other financial support
Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings
Develop and present webinars, and other marketing efforts, focused on actuarial insights of interest to current and prospective clients
Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery
Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice
Co-lead the development & maintenance of actuarial tools and standards required to support our clients’ ongoing H&W needs
Interact with our clients’ Accounting and Finance Teams, as needed, to include meeting with clients’ outside auditors when requested
The Expertise and Skills You Bring
Actuarial credentials required, FSA strongly preferred
Minimum 15 years of proven experience in working with financials and strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm
Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services
Experience engaging all available resources to address client problems (resourceful & scrappy)
Strong client relationship management skills, including excellent communication and responsiveness
Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders
Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc.
Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates)
The Team
The Fidelity Workplace Consulting Group is composed of over 600 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. 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.
Note: Fidelity will not provide immigration sponsorship for this position.
Our health and welfare (H&W) consulting team at Fidelity provides a unique experience for senior candidates looking for an opportunity to be a part of the leadership of a very different consulting practice. Specifically, our team is organized to focus on three key associate experiences:
1. We are client focused. Our work with clients is oriented around problem solving and not defined by product sales. Simply put, we provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success.
2. All members of this team collaborate on a day-to-day basis. This gives everyone the opportunity to learn from and teach each other. Many of our associates are industry leaders with 20 years of experience in H&W consulting.
3. We believe it is important for our associates to have client exposure early in their careers, and throughout, to develop effective relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. Our leaders are critical for bringing this key tenet to life.
The Role
As a Senior Consulting Actuary, you will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions. You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team and will co-lead the development & maintenance of actuarial models and standards, and ensure team compliance. Specific internal and external responsibilities include:
Lead the development and presentation of strategic recommendations to clients on an annual basis
Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems
Provide overall accountability to our clients for our analytical and actuarial deliverables
Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other financial support
Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings
Develop and present webinars, and other marketing efforts, focused on actuarial insights of interest to current and prospective clients
Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery
Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice
Co-lead the development & maintenance of actuarial tools and standards required to support our clients’ ongoing H&W needs
Interact with our clients’ Accounting and Finance Teams, as needed, to include meeting with clients’ outside auditors when requested
The Expertise and Skills You Bring
Actuarial credentials required, FSA strongly preferred
Minimum 15 years of proven experience in working with financials and strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm
Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services
Experience engaging all available resources to address client problems (resourceful & scrappy)
Strong client relationship management skills, including excellent communication and responsiveness
Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders
Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc.
Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates)
The Team
The Fidelity Workplace Consulting Group is composed of over 600 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. 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.
Note: Fidelity will not provide immigration sponsorship for this position.
Our health and welfare (H&W) consulting team at Fidelity provides a unique experience for senior candidates looking for an opportunity to be a part of the leadership of a very different consulting practice. Specifically, our team is organized to focus on three key associate experiences:
1. We are client focused. Our work with clients is oriented around problem solving and not defined by product sales. Simply put, we provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success.
2. All members of this team collaborate on a day-to-day basis. This gives everyone the opportunity to learn from and teach each other. Many of our associates are industry leaders with 20 years of experience in H&W consulting.
3. We believe it is important for our associates to have client exposure early in their careers, and throughout, to develop effective relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. Our leaders are critical for bringing this key tenet to life.
The Role
As a Senior Consulting Actuary, you will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions. You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team and will co-lead the development & maintenance of actuarial models and standards, and ensure team compliance. Specific internal and external responsibilities include:
Lead the development and presentation of strategic recommendations to clients on an annual basis
Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems
Provide overall accountability to our clients for our analytical and actuarial deliverables
Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other financial support
Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings
Develop and present webinars, and other marketing efforts, focused on actuarial insights of interest to current and prospective clients
Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery
Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice
Co-lead the development & maintenance of actuarial tools and standards required to support our clients’ ongoing H&W needs
Interact with our clients’ Accounting and Finance Teams, as needed, to include meeting with clients’ outside auditors when requested
The Expertise and Skills You Bring
Actuarial credentials required, FSA strongly preferred
Minimum 15 years of proven experience in working with financials and strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm
Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services
Experience engaging all available resources to address client problems (resourceful & scrappy)
Strong client relationship management skills, including excellent communication and responsiveness
Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders
Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc.
Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates)
The Team
The Fidelity Workplace Consulting Group is composed of over 600 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. 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.
Note: Fidelity will not provide immigration sponsorship for this position.
Our health and welfare (H&W) consulting team at Fidelity provides a unique experience for senior candidates looking for an opportunity to be a part of the leadership of a very different consulting practice. Specifically, our team is organized to focus on three key associate experiences:
1. We are client focused. Our work with clients is oriented around problem solving and not defined by product sales. Simply put, we provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success.
2. All members of this team collaborate on a day-to-day basis. This gives everyone the opportunity to learn from and teach each other. Many of our associates are industry leaders with 20 years of experience in H&W consulting.
3. We believe it is important for our associates to have client exposure early in their careers, and throughout, to develop effective relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. Our leaders are critical for bringing this key tenet to life.
The Role
As a Senior Consulting Actuary, you will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions. You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team and will co-lead the development & maintenance of actuarial models and standards, and ensure team compliance. Specific internal and external responsibilities include:
Lead the development and presentation of strategic recommendations to clients on an annual basis
Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems
Provide overall accountability to our clients for our analytical and actuarial deliverables
Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other financial support
Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings
Develop and present webinars, and other marketing efforts, focused on actuarial insights of interest to current and prospective clients
Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery
Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice
Co-lead the development & maintenance of actuarial tools and standards required to support our clients’ ongoing H&W needs
Interact with our clients’ Accounting and Finance Teams, as needed, to include meeting with clients’ outside auditors when requested
The Expertise and Skills You Bring
Actuarial credentials required, FSA strongly preferred
Minimum 15 years of proven experience in working with financials and strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm
Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services
Experience engaging all available resources to address client problems (resourceful & scrappy)
Strong client relationship management skills, including excellent communication and responsiveness
Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders
Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc.
Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates)
The Team
The Fidelity Workplace Consulting Group is composed of over 600 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. 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.
Note: Fidelity will not provide immigration sponsorship for this position.
Our health and welfare (H&W) consulting team at Fidelity provides a unique experience for senior candidates looking for an opportunity to be a part of the leadership of a very different consulting practice. Specifically, our team is organized to focus on three key associate experiences:
1. We are client focused. Our work with clients is oriented around problem solving and not defined by product sales. Simply put, we provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success.
2. All members of this team collaborate on a day-to-day basis. This gives everyone the opportunity to learn from and teach each other. Many of our associates are industry leaders with 20 years of experience in H&W consulting.
3. We believe it is important for our associates to have client exposure early in their careers, and throughout, to develop effective relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. Our leaders are critical for bringing this key tenet to life.
The Role
As a Senior Consulting Actuary, you will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions. You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team and will co-lead the development & maintenance of actuarial models and standards, and ensure team compliance. Specific internal and external responsibilities include:
Lead the development and presentation of strategic recommendations to clients on an annual basis
Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems
Provide overall accountability to our clients for our analytical and actuarial deliverables
Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other financial support
Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings
Develop and present webinars, and other marketing efforts, focused on actuarial insights of interest to current and prospective clients
Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery
Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice
Co-lead the development & maintenance of actuarial tools and standards required to support our clients’ ongoing H&W needs
Interact with our clients’ Accounting and Finance Teams, as needed, to include meeting with clients’ outside auditors when requested
The Expertise and Skills You Bring
Actuarial credentials required, FSA strongly preferred
Minimum 15 years of proven experience in working with financials and strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm
Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services
Experience engaging all available resources to address client problems (resourceful & scrappy)
Strong client relationship management skills, including excellent communication and responsiveness
Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders
Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc.
Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates)
The Team
The Fidelity Workplace Consulting Group is composed of over 600 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. 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.
Note: Fidelity will not provide immigration sponsorship for this position.
Our health and welfare (H&W) consulting team at Fidelity provides a unique experience for senior candidates looking for an opportunity to be a part of the leadership of a very different consulting practice. Specifically, our team is organized to focus on three key associate experiences:
1. We are client focused. Our work with clients is oriented around problem solving and not defined by product sales. Simply put, we provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success.
2. All members of this team collaborate on a day-to-day basis. This gives everyone the opportunity to learn from and teach each other. Many of our associates are industry leaders with 20 years of experience in H&W consulting.
3. We believe it is important for our associates to have client exposure early in their careers, and throughout, to develop effective relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. Our leaders are critical for bringing this key tenet to life.
The Role
As a Senior Consulting Actuary, you will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions. You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team and will co-lead the development & maintenance of actuarial models and standards, and ensure team compliance. Specific internal and external responsibilities include:
Lead the development and presentation of strategic recommendations to clients on an annual basis
Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems
Provide overall accountability to our clients for our analytical and actuarial deliverables
Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other financial support
Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings
Develop and present webinars, and other marketing efforts, focused on actuarial insights of interest to current and prospective clients
Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery
Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice
Co-lead the development & maintenance of actuarial tools and standards required to support our clients’ ongoing H&W needs
Interact with our clients’ Accounting and Finance Teams, as needed, to include meeting with clients’ outside auditors when requested
The Expertise and Skills You Bring
Actuarial credentials required, FSA strongly preferred
Minimum 15 years of proven experience in working with financials and strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm
Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services
Experience engaging all available resources to address client problems (resourceful & scrappy)
Strong client relationship management skills, including excellent communication and responsiveness
Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders
Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc.
Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates)
The Team
The Fidelity Workplace Consulting Group is composed of over 600 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. 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.
Note: Fidelity will not provide immigration sponsorship for this position.
Our health and welfare (H&W) consulting team at Fidelity provides a unique experience for senior candidates looking for an opportunity to be a part of the leadership of a very different consulting practice. Specifically, our team is organized to focus on three key associate experiences:
1. We are client focused. Our work with clients is oriented around problem solving and not defined by product sales. Simply put, we provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success.
2. All members of this team collaborate on a day-to-day basis. This gives everyone the opportunity to learn from and teach each other. Many of our associates are industry leaders with 20 years of experience in H&W consulting.
3. We believe it is important for our associates to have client exposure early in their careers, and throughout, to develop effective relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. Our leaders are critical for bringing this key tenet to life.
The Role
As a Senior Consulting Actuary, you will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions. You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team and will co-lead the development & maintenance of actuarial models and standards, and ensure team compliance. Specific internal and external responsibilities include:
Lead the development and presentation of strategic recommendations to clients on an annual basis
Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems
Provide overall accountability to our clients for our analytical and actuarial deliverables
Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other financial support
Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings
Develop and present webinars, and other marketing efforts, focused on actuarial insights of interest to current and prospective clients
Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery
Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice
Co-lead the development & maintenance of actuarial tools and standards required to support our clients’ ongoing H&W needs
Interact with our clients’ Accounting and Finance Teams, as needed, to include meeting with clients’ outside auditors when requested
The Expertise and Skills You Bring
Actuarial credentials required, FSA strongly preferred
Minimum 15 years of proven experience in working with financials and strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm
Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services
Experience engaging all available resources to address client problems (resourceful & scrappy)
Strong client relationship management skills, including excellent communication and responsiveness
Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders
Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc.
Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates)
The Team
The Fidelity Workplace Consulting Group is composed of over 600 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. 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.
Note: Fidelity will not provide immigration sponsorship for this position.
Our health and welfare (H&W) consulting team at Fidelity provides a unique experience for senior candidates looking for an opportunity to be a part of the leadership of a very different consulting practice. Specifically, our team is organized to focus on three key associate experiences:
1. We are client focused. Our work with clients is oriented around problem solving and not defined by product sales. Simply put, we provide unbiased consulting advice to our clients knowing that is fundamental to our ongoing success.
2. All members of this team collaborate on a day-to-day basis. This gives everyone the opportunity to learn from and teach each other. Many of our associates are industry leaders with 20 years of experience in H&W consulting.
3. We believe it is important for our associates to have client exposure early in their careers, and throughout, to develop effective relationship skills. As such, we provide opportunities for all to gain valuable client exposure and assist in the critical process of building client relationships that last. Our leaders are critical for bringing this key tenet to life.
The Role
As a Senior Consulting Actuary, you will lead client relationships that provide comprehensive H&W support and innovative solutions. These services can involve a variety of topics including, but not limited to: overall strategy development, plan design, reporting, vendor management and selection, pricing, and employee contribution settings and/or retiree health care solutions. You will lead H&W Workplace Consulting projects, mentor other associates and promote collaboration. You will be a member of the H&W leadership team and will co-lead the development & maintenance of actuarial models and standards, and ensure team compliance. Specific internal and external responsibilities include:
Lead the development and presentation of strategic recommendations to clients on an annual basis
Build extensive knowledge of the client and their business and find opportunities to expand relationships to solve client problems
Provide overall accountability to our clients for our analytical and actuarial deliverables
Provide direction, support, and review of health and welfare program renewals/pricing, budgets, IBNP development, and other financial support
Play a leadership role in efforts to expand our H&W client base through participation in RFPs, finalist meetings and the development of new offerings
Develop and present webinars, and other marketing efforts, focused on actuarial insights of interest to current and prospective clients
Collaborate with other senior leaders in the H&W practice to develop strategies to lead people development and client delivery
Lead and mentor the team of H&W associates assigned to support your client team, as well as the general H&W practice
Co-lead the development & maintenance of actuarial tools and standards required to support our clients’ ongoing H&W needs
Interact with our clients’ Accounting and Finance Teams, as needed, to include meeting with clients’ outside auditors when requested
The Expertise and Skills You Bring
Actuarial credentials required, FSA strongly preferred
Minimum 15 years of proven experience in working with financials and strategic management of health and welfare plans, preferably gained in a benefit consulting or brokerage firm
Understanding of complex business issues and challenges facing clients today and demonstrated ability to sell applicable H&W consulting services
Experience engaging all available resources to address client problems (resourceful & scrappy)
Strong client relationship management skills, including excellent communication and responsiveness
Ability to independently develop and facilitate strategy discussions; ability to communicate sophisticated financial results to client stakeholders
Deep knowledge of health insurance and benefits industry, its practices and applicable laws/regulations, financial issues, point solutions, traditional carriers partner landscape, PBMs and coalitions, etc.
Dedication to team collaboration and coordination, including mentoring junior associates and leading teams to facilitate excellent client service (note this role will include managing other associates)
The Team
The Fidelity Workplace Consulting Group is composed of over 600 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. 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.
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We’re Looking For
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up
Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
The Skills You Bring
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.
Please note this role requires in-person attendance in the assigned Branch location.
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
Job Title Audit Senior Analyst
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 working with a team dedicated to Fidelity’s digital and asset management businesses 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
Undergraduate degree in multiple fields of study accepted.
3-5 years of external and internal audit or related experience, preferably in financial services.
Experience with crypto assets and/or traditional mutual funds is a plus
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.
The Team
The Audit Senior Analyst will be responsible for performing business and/or integrated audits in support of Fidelity’s digital assets 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.
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 Title Audit Senior Analyst
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 working with a team dedicated to Fidelity’s digital and asset management businesses 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
Undergraduate degree in multiple fields of study accepted.
3-5 years of external and internal audit or related experience, preferably in financial services.
Experience with crypto assets and/or traditional mutual funds is a plus
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.
The Team
The Audit Senior Analyst will be responsible for performing business and/or integrated audits in support of Fidelity’s digital assets 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.
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.
]]>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our Merrimack site. We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am – Midnight EST
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.
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.
]]>Do you want to join a team focused on developing Next-Gen capabilities in Technology Risk? The Technology Risk team for Corporate Services Technology (CST) within Enterprise Technology Risk & Analytics (ETRA) group is seeking a passionate, driven, and experienced professional to join the team. You will help evaluate risks (technology, financial, reputational, and regulatory), enhance and manage the core program activities, this includes defining and executing the technology risk strategy and program, and working with Technology, Operations and Risk teams to holistically manage risk. You will work closely with the various ETRA Centers of Excellence (CoEs) including performing proactive risk and control assessments, monitoring technology controls, documenting, and overseeing remediation plans. You will also provide appropriate risk and controls consulting on key CST initiatives and Emerging Technologies activities, and engage with Corporate Services Technology teams and Senior leadership, Internal Audit and External Audit teams.
The Team
You will report to the Corporate Services Technology Risk Director. The Technology Risk team oversees the management of controls and the mitigation of risk related to the technology environment, systems, and processes within Corporate Services. Technology Risk is part of the broader Legal, Risk and Compliance (LRC) group and partners with Corporate Audit, Enterprise Compliance, and Security to protect the interests of our customers, our employees, and Fidelity’s brand. You will also work closely with Fidelity technology and business owners, Corporate Services Operations Risk and Compliance teams, Enterprise Cybersecurity (ECS), Information Security Officers (ISOs), CST Corporate Audit team, and Fidelity external auditors and regulators.
The Expertise You Have
The Value You Deliver
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.
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.
]]>Do you want to join a team focused on developing Next-Gen capabilities in Technology Risk? The Technology Risk team for Corporate Services Technology (CST) within Enterprise Technology Risk & Analytics (ETRA) group is seeking a passionate, driven, and experienced professional to join the team. You will help evaluate risks (technology, financial, reputational, and regulatory), enhance and manage the core program activities, this includes defining and executing the technology risk strategy and program, and working with Technology, Operations and Risk teams to holistically manage risk. You will work closely with the various ETRA Centers of Excellence (CoEs) including performing proactive risk and control assessments, monitoring technology controls, documenting, and overseeing remediation plans. You will also provide appropriate risk and controls consulting on key CST initiatives and Emerging Technologies activities, and engage with Corporate Services Technology teams and Senior leadership, Internal Audit and External Audit teams.
The Team
You will report to the Corporate Services Technology Risk Director. The Technology Risk team oversees the management of controls and the mitigation of risk related to the technology environment, systems, and processes within Corporate Services. Technology Risk is part of the broader Legal, Risk and Compliance (LRC) group and partners with Corporate Audit, Enterprise Compliance, and Security to protect the interests of our customers, our employees, and Fidelity’s brand. You will also work closely with Fidelity technology and business owners, Corporate Services Operations Risk and Compliance teams, Enterprise Cybersecurity (ECS), Information Security Officers (ISOs), CST Corporate Audit team, and Fidelity external auditors and regulators.
The Expertise You Have
The Value You Deliver
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.
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.
]]>Do you want to join a team focused on developing Next-Gen capabilities in Technology Risk? The Technology Risk team for Corporate Services Technology (CST) within Enterprise Technology Risk & Analytics (ETRA) group is seeking a passionate, driven, and experienced professional to join the team. You will help evaluate risks (technology, financial, reputational, and regulatory), enhance and manage the core program activities, this includes defining and executing the technology risk strategy and program, and working with Technology, Operations and Risk teams to holistically manage risk. You will work closely with the various ETRA Centers of Excellence (CoEs) including performing proactive risk and control assessments, monitoring technology controls, documenting, and overseeing remediation plans. You will also provide appropriate risk and controls consulting on key CST initiatives and Emerging Technologies activities, and engage with Corporate Services Technology teams and Senior leadership, Internal Audit and External Audit teams.
The Team
You will report to the Corporate Services Technology Risk Director. The Technology Risk team oversees the management of controls and the mitigation of risk related to the technology environment, systems, and processes within Corporate Services. Technology Risk is part of the broader Legal, Risk and Compliance (LRC) group and partners with Corporate Audit, Enterprise Compliance, and Security to protect the interests of our customers, our employees, and Fidelity’s brand. You will also work closely with Fidelity technology and business owners, Corporate Services Operations Risk and Compliance teams, Enterprise Cybersecurity (ECS), Information Security Officers (ISOs), CST Corporate Audit team, and Fidelity external auditors and regulators.
The Expertise You Have
The Value You Deliver
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The position is for a Senior Mainframe Systems Engineer responsible for addressing business incidents and aligning them with the Fidelity Recordkeeping system. This role offers a strong blend of business and technology engagement, requiring a deep understanding of the Defined Contribution domain while collaborating closely with business partners.
The engineer will support both production and non-production environments, including researching and resolving application abends and managing infrastructure-related changes for Fidelity Recordkeeping applications. These applications are critical to daily operations and require a high level of reliability and responsiveness.
The role operates within Fidelity’s mainframe environment and requires proficiency in core mainframe technologies, including COBOL, Assembler 370, JCL, DB2, VSAM, MVS, Endeavor, ISPF, TSO, EASYTRIEVE, CICS, Control-M, and standard IBM utilities.
The Expertise and Skills You Bring
5+ years of experience in mainframe development, enhancement, and support
Proven production support experience within financial systems (required)
Strong experience developing and maintaining applications in an MVS mainframe environment
Demonstrated analytical and problem-solving skills
Hands-on experience with COBOL, Assembler 370, JCL, EASYTRIEVE, DB2, VSAM, MVS, Endeavor, ISPF, TSO, CICS, Control-M, and standard IBM utilities
Experience in coding, testing, and implementing COBOL and Assembler 370 solutions
Ability to quickly learn and understand complex processes through independent research
Capable of working both independently and collaboratively within a team environment
Strong written and verbal communication skills
Ability to manage priorities and work efficiently to meet business deadlines
Experience triaging and resolving production incidents
Familiarity with COBOL/DB2 code reviews
Experience with debugging tools (Intertest preferred)
Working knowledge of Mainframe MQ and Azure Data Factory (ADF) pipelines is a plus
Bachelor’s degree in a related field or equivalent practical experience required
The Team
The Fidelity Record Keeping Support team’s key role is the stability and availability of the Fidelity Record Keeping application to internal business and WI participants. The team has in-depth knowledge of Defined Contribution business who work with the client relationship managers and product teams to address incidents reported by participants and plan sponsors along with supporting the batch cycles and the online environments. We aim to provide outstanding support to all of our customers and help them adapt to the ever-changing technology landscape and ensure accurate data processing.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The position is for a Senior Mainframe Systems Engineer responsible for addressing business incidents and aligning them with the Fidelity Recordkeeping system. This role offers a strong blend of business and technology engagement, requiring a deep understanding of the Defined Contribution domain while collaborating closely with business partners.
The engineer will support both production and non-production environments, including researching and resolving application abends and managing infrastructure-related changes for Fidelity Recordkeeping applications. These applications are critical to daily operations and require a high level of reliability and responsiveness.
The role operates within Fidelity’s mainframe environment and requires proficiency in core mainframe technologies, including COBOL, Assembler 370, JCL, DB2, VSAM, MVS, Endeavor, ISPF, TSO, EASYTRIEVE, CICS, Control-M, and standard IBM utilities.
The Expertise and Skills You Bring
5+ years of experience in mainframe development, enhancement, and support
Proven production support experience within financial systems (required)
Strong experience developing and maintaining applications in an MVS mainframe environment
Demonstrated analytical and problem-solving skills
Hands-on experience with COBOL, Assembler 370, JCL, EASYTRIEVE, DB2, VSAM, MVS, Endeavor, ISPF, TSO, CICS, Control-M, and standard IBM utilities
Experience in coding, testing, and implementing COBOL and Assembler 370 solutions
Ability to quickly learn and understand complex processes through independent research
Capable of working both independently and collaboratively within a team environment
Strong written and verbal communication skills
Ability to manage priorities and work efficiently to meet business deadlines
Experience triaging and resolving production incidents
Familiarity with COBOL/DB2 code reviews
Experience with debugging tools (Intertest preferred)
Working knowledge of Mainframe MQ and Azure Data Factory (ADF) pipelines is a plus
Bachelor’s degree in a related field or equivalent practical experience required
The Team
The Fidelity Record Keeping Support team’s key role is the stability and availability of the Fidelity Record Keeping application to internal business and WI participants. The team has in-depth knowledge of Defined Contribution business who work with the client relationship managers and product teams to address incidents reported by participants and plan sponsors along with supporting the batch cycles and the online environments. We aim to provide outstanding support to all of our customers and help them adapt to the ever-changing technology landscape and ensure accurate data processing.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
We are seeking a highly skilled Principal Cloud Database Engineer to join the Enterprise Infrastructure & Operations Capacity Database team. This role focuses on capacity & performance reviews, database and SQL performance optimization, best practices, scalability, and reliability across hybrid cloud and on-prem mission critical environments. You will collaborate with our other Capacity teams, application & database teams, Business units, Fidelity Support Center, and our support partners.
As a team, we are responsible for:
Optimize and tune databases: Oracle, PostgreSQL (Aurora, RDS, Microsoft - Azureflex), some understanding of SQL Server, SQLMI, Snowflake and distributed (YugabyteDB, CockroachdB).
Diagnosing and resolving performance issues through query analysis, indexing strategies, execution plans, and system-level profiling.
Familiar with database tools like OEM – Oracle Enterprise Manager, Datadog, Grafana, Prometheus, PGAdmin, and SSMS – SQLServer Management Studio
Conduct capacity reviews for complex applications across cloud and on-prem environments (Linux, AIX, Exadata, AWS, Azure).
Support AWS (EC2/RDS) and Azure database services and contribute to hybrid architecture improvements.
Implement proactive alerting and observability enhancements using AI/ML tools (e.g., Anodot).
Collaborate with developers to optimize SQL and reduce latency in high-volume applications.
Drive automation and reliability engineering practices to minimize manual intervention.
The Expertise You Have and The Skills You Bring
8+ years’ experience in Oracle Database technologies with proven understanding of end-to-end database tech-stack specializing in Capacity & Performance on Exadata, AIX, Linux, AWS & Azure
2+ years of Cloud database performance expertise in PostgreSQL (Aurora, RDS, Azure Azureflex) in large-scale environments.
Other database experience is a plus for YugabyteDB, CockroachdB, SQLMI, SQLServer, Snowflake, etc.
Expertise in SQL, PL/SQL tuning, execution plan analysis, and OS-level performance debugging.
Strong knowledge of AWS and Azure database services.
Proficiency in shell scripting and some Python for automation and performance tooling.
Familiarity with DevOps principles, modern application frameworks, and cloud operational models
Deep Oracle & Postgres internals knowledge: database tuning, optimizer, statistics, partitioning, workload management.
Advanced SQL query tuning, OEM Grid Control, Linux shell scripting, PL/SQL monitoring jobs.
Experience with database replication (e.g. Goldengate) across different database engine types.
Strong understanding of Oracle RAC performance challenges.
Ability and understanding how to design resilient, high-performing database platforms using distributed technologies.
Team-oriented with strong communication and time management skills.
Participate in 24X7 on call rotation for our database capacity Level 3 incident remediation.
Write clear, concise, well organized technical documentation to maintain standards and procedures.
Should have strong time management skills with willingness and ability to handle multiple projects/initiatives at the same time.
The Team
The Fidelity Enterprise Infrastructure & Operations Capacity Database team provides business facing database capacity solutions, encompassing the application/business aspects of databases, including database engineering, application-data-database integration, data replication, performance consulting, and support, using world-class methodologies & 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
We are seeking a highly skilled Principal Cloud Database Engineer to join the Enterprise Infrastructure & Operations Capacity Database team. This role focuses on capacity & performance reviews, database and SQL performance optimization, best practices, scalability, and reliability across hybrid cloud and on-prem mission critical environments. You will collaborate with our other Capacity teams, application & database teams, Business units, Fidelity Support Center, and our support partners.
As a team, we are responsible for:
Optimize and tune databases: Oracle, PostgreSQL (Aurora, RDS, Microsoft - Azureflex), some understanding of SQL Server, SQLMI, Snowflake and distributed (YugabyteDB, CockroachdB).
Diagnosing and resolving performance issues through query analysis, indexing strategies, execution plans, and system-level profiling.
Familiar with database tools like OEM – Oracle Enterprise Manager, Datadog, Grafana, Prometheus, PGAdmin, and SSMS – SQLServer Management Studio
Conduct capacity reviews for complex applications across cloud and on-prem environments (Linux, AIX, Exadata, AWS, Azure).
Support AWS (EC2/RDS) and Azure database services and contribute to hybrid architecture improvements.
Implement proactive alerting and observability enhancements using AI/ML tools (e.g., Anodot).
Collaborate with developers to optimize SQL and reduce latency in high-volume applications.
Drive automation and reliability engineering practices to minimize manual intervention.
The Expertise You Have and The Skills You Bring
8+ years’ experience in Oracle Database technologies with proven understanding of end-to-end database tech-stack specializing in Capacity & Performance on Exadata, AIX, Linux, AWS & Azure
2+ years of Cloud database performance expertise in PostgreSQL (Aurora, RDS, Azure Azureflex) in large-scale environments.
Other database experience is a plus for YugabyteDB, CockroachdB, SQLMI, SQLServer, Snowflake, etc.
Expertise in SQL, PL/SQL tuning, execution plan analysis, and OS-level performance debugging.
Strong knowledge of AWS and Azure database services.
Proficiency in shell scripting and some Python for automation and performance tooling.
Familiarity with DevOps principles, modern application frameworks, and cloud operational models
Deep Oracle & Postgres internals knowledge: database tuning, optimizer, statistics, partitioning, workload management.
Advanced SQL query tuning, OEM Grid Control, Linux shell scripting, PL/SQL monitoring jobs.
Experience with database replication (e.g. Goldengate) across different database engine types.
Strong understanding of Oracle RAC performance challenges.
Ability and understanding how to design resilient, high-performing database platforms using distributed technologies.
Team-oriented with strong communication and time management skills.
Participate in 24X7 on call rotation for our database capacity Level 3 incident remediation.
Write clear, concise, well organized technical documentation to maintain standards and procedures.
Should have strong time management skills with willingness and ability to handle multiple projects/initiatives at the same time.
The Team
The Fidelity Enterprise Infrastructure & Operations Capacity Database team provides business facing database capacity solutions, encompassing the application/business aspects of databases, including database engineering, application-data-database integration, data replication, performance consulting, and support, using world-class methodologies & 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position.
The Role
The Fraud Risk Oversight team works in close partnership with 1st line Fraud Operations teams and Business Units across the firm to develop and enhance overall fraud risk management framework. As a Director, you will report to the Head of Fraud Risk Oversight and play a key role in developing and leading critical components of the program, including risk governance, incident and issue management, and risk assessments. You will collaborate extensively with Fidelity’s risk organization, first line fraud teams and business groups, providing subject matter expertise to support the development of a robust Fraud Risk Management program.
Key responsibilities will include:
Provide independent risk oversight and challenge to 1st line fraud and operational functions.
Conduct independent risk assessments on fraud risk management processes and controls, identify control gaps and enhancement opportunities, and provide recommendations.
Coordinate fraud risk incident management, including assuring end-to-end risk remediation.
Partner with stakeholders in development of fraud risk metrics/KRIs, risk appetite/tolerance management, and supporting taxonomies and reporting.
Fraud risk advisory support in the development of new products, services, and key business projects.
The Expertise and Skills You Bring
Preferred at least 10+ years of industry experience in roles such as Fraud Management or Operational Risk Management roles with a Fraud / Risk Management component at complex financial services institutions, e.g. brokerage, wealth management, banks or fintech companies
Familiarity with Fraud Risk threats and control approaches across prevention, detection, surveillance, and response.
Solid experience conducting risk assessments of business processes and controls, including evaluating current-state risks and control design/effectiveness, identifying gaps or issues, and developing actionable remediation plans
Strong knowledge of Operational Risk Management practices and approaches – including best practices related to process/risk/control framework implementation, operational risk assessments, incident management, control validation strategies, as well as the implementation of Key Risk Indicators and reporting to drive effective risk governance with business partners.
Project management skills preferred.
Excellent social skills including succinct written and verbal communication.
Ability to build and maintain collaborative working relationships with partner teams.
The Team
The Fraud Risk Oversight team serves as second line of defense, providing oversight and support to the enterprise-wide for Fidelity’s fraud risk management program. The team is part of the Risk organization supporting Fidelity’s Workplace Investing (WI), Retail Brokerage, and Wealth Management business lines, and reports directly to the Head of WI, Wealth and Brokerage Risk. More broadly, the function sits within the Fidelity’s Risk Group, which includes the major Risk functions from across the enterprise and employs a range of Risk Management programs and capabilities. Central to the Risk Group’s mission is close collaboration with partners throughout the Firm – including Business Leaders, Legal, Compliance, Audit, and Security – in pursuit of our common goal of protecting the Firm, its associates, and customers.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity is not providing immigration sponsorship for this position.
The Role
The Fraud Risk Oversight team works in close partnership with 1st line Fraud Operations teams and Business Units across the firm to develop and enhance overall fraud risk management framework. As a Director, you will report to the Head of Fraud Risk Oversight and play a key role in developing and leading critical components of the program, including risk governance, incident and issue management, and risk assessments. You will collaborate extensively with Fidelity’s risk organization, first line fraud teams and business groups, providing subject matter expertise to support the development of a robust Fraud Risk Management program.
Key responsibilities will include:
Provide independent risk oversight and challenge to 1st line fraud and operational functions.
Conduct independent risk assessments on fraud risk management processes and controls, identify control gaps and enhancement opportunities, and provide recommendations.
Coordinate fraud risk incident management, including assuring end-to-end risk remediation.
Partner with stakeholders in development of fraud risk metrics/KRIs, risk appetite/tolerance management, and supporting taxonomies and reporting.
Fraud risk advisory support in the development of new products, services, and key business projects.
The Expertise and Skills You Bring
Preferred at least 10+ years of industry experience in roles such as Fraud Management or Operational Risk Management roles with a Fraud / Risk Management component at complex financial services institutions, e.g. brokerage, wealth management, banks or fintech companies
Familiarity with Fraud Risk threats and control approaches across prevention, detection, surveillance, and response.
Solid experience conducting risk assessments of business processes and controls, including evaluating current-state risks and control design/effectiveness, identifying gaps or issues, and developing actionable remediation plans
Strong knowledge of Operational Risk Management practices and approaches – including best practices related to process/risk/control framework implementation, operational risk assessments, incident management, control validation strategies, as well as the implementation of Key Risk Indicators and reporting to drive effective risk governance with business partners.
Project management skills preferred.
Excellent social skills including succinct written and verbal communication.
Ability to build and maintain collaborative working relationships with partner teams.
The Team
The Fraud Risk Oversight team serves as second line of defense, providing oversight and support to the enterprise-wide for Fidelity’s fraud risk management program. The team is part of the Risk organization supporting Fidelity’s Workplace Investing (WI), Retail Brokerage, and Wealth Management business lines, and reports directly to the Head of WI, Wealth and Brokerage Risk. More broadly, the function sits within the Fidelity’s Risk Group, which includes the major Risk functions from across the enterprise and employs a range of Risk Management programs and capabilities. Central to the Risk Group’s mission is close collaboration with partners throughout the Firm – including Business Leaders, Legal, Compliance, Audit, and Security – in pursuit of our common goal of protecting the Firm, its associates, and customers.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity is not providing immigration sponsorship for this position.
The Role
The Fraud Risk Oversight team works in close partnership with 1st line Fraud Operations teams and Business Units across the firm to develop and enhance overall fraud risk management framework. As a Director, you will report to the Head of Fraud Risk Oversight and play a key role in developing and leading critical components of the program, including risk governance, incident and issue management, and risk assessments. You will collaborate extensively with Fidelity’s risk organization, first line fraud teams and business groups, providing subject matter expertise to support the development of a robust Fraud Risk Management program.
Key responsibilities will include:
Provide independent risk oversight and challenge to 1st line fraud and operational functions.
Conduct independent risk assessments on fraud risk management processes and controls, identify control gaps and enhancement opportunities, and provide recommendations.
Coordinate fraud risk incident management, including assuring end-to-end risk remediation.
Partner with stakeholders in development of fraud risk metrics/KRIs, risk appetite/tolerance management, and supporting taxonomies and reporting.
Fraud risk advisory support in the development of new products, services, and key business projects.
The Expertise and Skills You Bring
Preferred at least 10+ years of industry experience in roles such as Fraud Management or Operational Risk Management roles with a Fraud / Risk Management component at complex financial services institutions, e.g. brokerage, wealth management, banks or fintech companies
Familiarity with Fraud Risk threats and control approaches across prevention, detection, surveillance, and response.
Solid experience conducting risk assessments of business processes and controls, including evaluating current-state risks and control design/effectiveness, identifying gaps or issues, and developing actionable remediation plans
Strong knowledge of Operational Risk Management practices and approaches – including best practices related to process/risk/control framework implementation, operational risk assessments, incident management, control validation strategies, as well as the implementation of Key Risk Indicators and reporting to drive effective risk governance with business partners.
Project management skills preferred.
Excellent social skills including succinct written and verbal communication.
Ability to build and maintain collaborative working relationships with partner teams.
The Team
The Fraud Risk Oversight team serves as second line of defense, providing oversight and support to the enterprise-wide for Fidelity’s fraud risk management program. The team is part of the Risk organization supporting Fidelity’s Workplace Investing (WI), Retail Brokerage, and Wealth Management business lines, and reports directly to the Head of WI, Wealth and Brokerage Risk. More broadly, the function sits within the Fidelity’s Risk Group, which includes the major Risk functions from across the enterprise and employs a range of Risk Management programs and capabilities. Central to the Risk Group’s mission is close collaboration with partners throughout the Firm – including Business Leaders, Legal, Compliance, Audit, and Security – in pursuit of our common goal of protecting the Firm, its associates, and customers.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity is not providing immigration sponsorship for this position.
The Role
The Fraud Risk Oversight team works in close partnership with 1st line Fraud Operations teams and Business Units across the firm to develop and enhance overall fraud risk management framework. As a Director, you will report to the Head of Fraud Risk Oversight and play a key role in developing and leading critical components of the program, including risk governance, incident and issue management, and risk assessments. You will collaborate extensively with Fidelity’s risk organization, first line fraud teams and business groups, providing subject matter expertise to support the development of a robust Fraud Risk Management program.
Key responsibilities will include:
Provide independent risk oversight and challenge to 1st line fraud and operational functions.
Conduct independent risk assessments on fraud risk management processes and controls, identify control gaps and enhancement opportunities, and provide recommendations.
Coordinate fraud risk incident management, including assuring end-to-end risk remediation.
Partner with stakeholders in development of fraud risk metrics/KRIs, risk appetite/tolerance management, and supporting taxonomies and reporting.
Fraud risk advisory support in the development of new products, services, and key business projects.
The Expertise and Skills You Bring
Preferred at least 10+ years of industry experience in roles such as Fraud Management or Operational Risk Management roles with a Fraud / Risk Management component at complex financial services institutions, e.g. brokerage, wealth management, banks or fintech companies
Familiarity with Fraud Risk threats and control approaches across prevention, detection, surveillance, and response.
Solid experience conducting risk assessments of business processes and controls, including evaluating current-state risks and control design/effectiveness, identifying gaps or issues, and developing actionable remediation plans
Strong knowledge of Operational Risk Management practices and approaches – including best practices related to process/risk/control framework implementation, operational risk assessments, incident management, control validation strategies, as well as the implementation of Key Risk Indicators and reporting to drive effective risk governance with business partners.
Project management skills preferred.
Excellent social skills including succinct written and verbal communication.
Ability to build and maintain collaborative working relationships with partner teams.
The Team
The Fraud Risk Oversight team serves as second line of defense, providing oversight and support to the enterprise-wide for Fidelity’s fraud risk management program. The team is part of the Risk organization supporting Fidelity’s Workplace Investing (WI), Retail Brokerage, and Wealth Management business lines, and reports directly to the Head of WI, Wealth and Brokerage Risk. More broadly, the function sits within the Fidelity’s Risk Group, which includes the major Risk functions from across the enterprise and employs a range of Risk Management programs and capabilities. Central to the Risk Group’s mission is close collaboration with partners throughout the Firm – including Business Leaders, Legal, Compliance, Audit, and Security – in pursuit of our common goal of protecting the Firm, its associates, and customers.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity is not providing immigration sponsorship for this position.
The Role
The Fraud Risk Oversight team works in close partnership with 1st line Fraud Operations teams and Business Units across the firm to develop and enhance overall fraud risk management framework. As a Director, you will report to the Head of Fraud Risk Oversight and play a key role in developing and leading critical components of the program, including risk governance, incident and issue management, and risk assessments. You will collaborate extensively with Fidelity’s risk organization, first line fraud teams and business groups, providing subject matter expertise to support the development of a robust Fraud Risk Management program.
Key responsibilities will include:
Provide independent risk oversight and challenge to 1st line fraud and operational functions.
Conduct independent risk assessments on fraud risk management processes and controls, identify control gaps and enhancement opportunities, and provide recommendations.
Coordinate fraud risk incident management, including assuring end-to-end risk remediation.
Partner with stakeholders in development of fraud risk metrics/KRIs, risk appetite/tolerance management, and supporting taxonomies and reporting.
Fraud risk advisory support in the development of new products, services, and key business projects.
The Expertise and Skills You Bring
Preferred at least 10+ years of industry experience in roles such as Fraud Management or Operational Risk Management roles with a Fraud / Risk Management component at complex financial services institutions, e.g. brokerage, wealth management, banks or fintech companies
Familiarity with Fraud Risk threats and control approaches across prevention, detection, surveillance, and response.
Solid experience conducting risk assessments of business processes and controls, including evaluating current-state risks and control design/effectiveness, identifying gaps or issues, and developing actionable remediation plans
Strong knowledge of Operational Risk Management practices and approaches – including best practices related to process/risk/control framework implementation, operational risk assessments, incident management, control validation strategies, as well as the implementation of Key Risk Indicators and reporting to drive effective risk governance with business partners.
Project management skills preferred.
Excellent social skills including succinct written and verbal communication.
Ability to build and maintain collaborative working relationships with partner teams.
The Team
The Fraud Risk Oversight team serves as second line of defense, providing oversight and support to the enterprise-wide for Fidelity’s fraud risk management program. The team is part of the Risk organization supporting Fidelity’s Workplace Investing (WI), Retail Brokerage, and Wealth Management business lines, and reports directly to the Head of WI, Wealth and Brokerage Risk. More broadly, the function sits within the Fidelity’s Risk Group, which includes the major Risk functions from across the enterprise and employs a range of Risk Management programs and capabilities. Central to the Risk Group’s mission is close collaboration with partners throughout the Firm – including Business Leaders, Legal, Compliance, Audit, and Security – in pursuit of our common goal of protecting the Firm, its associates, and customers.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We’re Looking For
The Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.
Please note this role requires in-person attendance in the assigned Branch location.
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
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.
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.
]]>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
Note: Fidelity is not providing immigration sponsorship for this position
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.
This role is responsible for the reliability, performance, and availability of Fidelity’s mission-critical Mainframe Db2 z/OS database platforms supporting high-volume brokerage and trading applications.
As a DBA you will play a hands-on, senior technical role supporting day-to-day database administration operations while also influencing database architecture, replication strategy, and platform modernization.
Key Responsibilities
· Support and maintain large-scale Db2 databases on z/OS for business-critical trading and brokerage applications
· Design, configure, and maintain low-latency data replication using IBM IIDR (Q Rep / CDC) in Active-Active and Active-Passive architectures
· Perform proactive performance analysis and tuning to ensure optimal response times and system stability
· Lead troubleshooting and rapid resolution of complex, time-sensitive production issues with a strong sense of ownership and attention to detail
· Participate in an on-call rotation to provide 24x7 production support for critical database platforms
· Collaborate with application teams, infrastructure partners, and vendors to deliver resilient, scalable database solutions
Required Qualifications
· Extensive hands-on experience managing large, complex mainframe Db2 z/OS database environments
· Deep expertise with IBM IIDR replication technologies (Q Rep / CDC), including setup, monitoring, tuning, and troubleshooting
· Strong skills in Db2 utilities, SQL, JCL, and working knowledge of COBOL application interactions
· Proven experience supporting mission-critical production systems with strict SLAs
· Excellent communication skills and ability to work effectively across applications, infrastructure, and vendor teams
Preferred / Nice to Have
· Experience integrating mainframe data platforms with distributed databases such as Oracle, PostgreSQL, and CockroachDB
· Exposure to Kafka and event-driven or streaming data architectures
· Familiarity with hybrid environments spanning on-prem and AWS cloud
· Experience contributing to platform modernization, automation, or resiliency initiatives.
The Mainframe DBA team manages Fidelity Brokerage’s Db2 z/OS database platform and its integration with distributed and cloud-based data ecosystems.
The team is responsible for the full database lifecycle — from physical design and replication strategy through deployment, performance optimization, capacity planning, upgrades, patching, and access/security management. We work closely with application partners and enterprise technology teams to ensure Fidelity’s core trading platforms remain highly available, scalable, and resilient.
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.
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.
]]>This role is responsible for the reliability, performance, and availability of Fidelity’s mission-critical Mainframe Db2 z/OS database platforms supporting high-volume brokerage and trading applications.
As a DBA you will play a hands-on, senior technical role supporting day-to-day database administration operations while also influencing database architecture, replication strategy, and platform modernization.
Key Responsibilities
· Support and maintain large-scale Db2 databases on z/OS for business-critical trading and brokerage applications
· Design, configure, and maintain low-latency data replication using IBM IIDR (Q Rep / CDC) in Active-Active and Active-Passive architectures
· Perform proactive performance analysis and tuning to ensure optimal response times and system stability
· Lead troubleshooting and rapid resolution of complex, time-sensitive production issues with a strong sense of ownership and attention to detail
· Participate in an on-call rotation to provide 24x7 production support for critical database platforms
· Collaborate with application teams, infrastructure partners, and vendors to deliver resilient, scalable database solutions
Required Qualifications
· Extensive hands-on experience managing large, complex mainframe Db2 z/OS database environments
· Deep expertise with IBM IIDR replication technologies (Q Rep / CDC), including setup, monitoring, tuning, and troubleshooting
· Strong skills in Db2 utilities, SQL, JCL, and working knowledge of COBOL application interactions
· Proven experience supporting mission-critical production systems with strict SLAs
· Excellent communication skills and ability to work effectively across applications, infrastructure, and vendor teams
Preferred / Nice to Have
· Experience integrating mainframe data platforms with distributed databases such as Oracle, PostgreSQL, and CockroachDB
· Exposure to Kafka and event-driven or streaming data architectures
· Familiarity with hybrid environments spanning on-prem and AWS cloud
· Experience contributing to platform modernization, automation, or resiliency initiatives.
The Mainframe DBA team manages Fidelity Brokerage’s Db2 z/OS database platform and its integration with distributed and cloud-based data ecosystems.
The team is responsible for the full database lifecycle — from physical design and replication strategy through deployment, performance optimization, capacity planning, upgrades, patching, and access/security management. We work closely with application partners and enterprise technology teams to ensure Fidelity’s core trading platforms remain highly available, scalable, and resilient.
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.
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.
]]>This role is responsible for the reliability, performance, and availability of Fidelity’s mission-critical Mainframe Db2 z/OS database platforms supporting high-volume brokerage and trading applications.
As a DBA you will play a hands-on, senior technical role supporting day-to-day database administration operations while also influencing database architecture, replication strategy, and platform modernization.
Key Responsibilities
· Support and maintain large-scale Db2 databases on z/OS for business-critical trading and brokerage applications
· Design, configure, and maintain low-latency data replication using IBM IIDR (Q Rep / CDC) in Active-Active and Active-Passive architectures
· Perform proactive performance analysis and tuning to ensure optimal response times and system stability
· Lead troubleshooting and rapid resolution of complex, time-sensitive production issues with a strong sense of ownership and attention to detail
· Participate in an on-call rotation to provide 24x7 production support for critical database platforms
· Collaborate with application teams, infrastructure partners, and vendors to deliver resilient, scalable database solutions
Required Qualifications
· Extensive hands-on experience managing large, complex mainframe Db2 z/OS database environments
· Deep expertise with IBM IIDR replication technologies (Q Rep / CDC), including setup, monitoring, tuning, and troubleshooting
· Strong skills in Db2 utilities, SQL, JCL, and working knowledge of COBOL application interactions
· Proven experience supporting mission-critical production systems with strict SLAs
· Excellent communication skills and ability to work effectively across applications, infrastructure, and vendor teams
Preferred / Nice to Have
· Experience integrating mainframe data platforms with distributed databases such as Oracle, PostgreSQL, and CockroachDB
· Exposure to Kafka and event-driven or streaming data architectures
· Familiarity with hybrid environments spanning on-prem and AWS cloud
· Experience contributing to platform modernization, automation, or resiliency initiatives.
The Mainframe DBA team manages Fidelity Brokerage’s Db2 z/OS database platform and its integration with distributed and cloud-based data ecosystems.
The team is responsible for the full database lifecycle — from physical design and replication strategy through deployment, performance optimization, capacity planning, upgrades, patching, and access/security management. We work closely with application partners and enterprise technology teams to ensure Fidelity’s core trading platforms remain highly available, scalable, and resilient.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
This role partners closely with internal and external stakeholders to navigate complex regulatory, testing, and plan design matters. Approximately 75% of the role is advisory and consultative, supporting internal teams and clients through regulatory issues and escalations. The remaining 25% may involve maintaining a limited testing caseload, supporting production activities (including nondiscrimination and three year cycle testing), and partnering with system and strategy teams to assess the impact of regulatory changes on testing processes.
The Expertise and Skills You Bring
• Bachelor’s Degree Required
• 5+ years of Defined Contribution client service experience, including consulting with plan sponsors, leading through escalated issues, supporting sales efforts, and assisting with service implementation
• ASPPA credentials preferred (QKA, QPA)
• Deep expertise in Defined Contribution nondiscrimination testing and plan design
• Ability to review and interpret test results and quickly assess plan design implications
• Strong working knowledge of the Employee Plans Compliance Resolution System (EPCRS) and application of correction methodologies
• Capability to explain complex regulatory topics clearly and effectively to a variety of audiences
• Proven ability to collaborate with Plan Sponsors, legal counsel, advisors, and internal business partners
• Provide expert guidance on nondiscrimination testing outcomes, regulatory interpretations, and correction strategies
• Educate clients on complex testing results, including General Test, Benefits, Rights and Features Test, and Average Benefit Test
The Team
The Senior Compliance Advisor role sits within Testing & Reporting Services (TRS) in Workplace Investing (WI). TRS is responsible for delivering plan year end compliance services, including Plan Year End Summary Reporting, Minimum Coverage and Nondiscrimination Testing, Form 5500 preparation, and audit support. The Compliance Advisor functions as a senior regulatory subject matter expert, providing guidance and escalation support to TRS Compliance Consultants and their associated Plan Sponsors.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
This role partners closely with internal and external stakeholders to navigate complex regulatory, testing, and plan design matters. Approximately 75% of the role is advisory and consultative, supporting internal teams and clients through regulatory issues and escalations. The remaining 25% may involve maintaining a limited testing caseload, supporting production activities (including nondiscrimination and three year cycle testing), and partnering with system and strategy teams to assess the impact of regulatory changes on testing processes.
The Expertise and Skills You Bring
• Bachelor’s Degree Required
• 5+ years of Defined Contribution client service experience, including consulting with plan sponsors, leading through escalated issues, supporting sales efforts, and assisting with service implementation
• ASPPA credentials preferred (QKA, QPA)
• Deep expertise in Defined Contribution nondiscrimination testing and plan design
• Ability to review and interpret test results and quickly assess plan design implications
• Strong working knowledge of the Employee Plans Compliance Resolution System (EPCRS) and application of correction methodologies
• Capability to explain complex regulatory topics clearly and effectively to a variety of audiences
• Proven ability to collaborate with Plan Sponsors, legal counsel, advisors, and internal business partners
• Provide expert guidance on nondiscrimination testing outcomes, regulatory interpretations, and correction strategies
• Educate clients on complex testing results, including General Test, Benefits, Rights and Features Test, and Average Benefit Test
The Team
The Senior Compliance Advisor role sits within Testing & Reporting Services (TRS) in Workplace Investing (WI). TRS is responsible for delivering plan year end compliance services, including Plan Year End Summary Reporting, Minimum Coverage and Nondiscrimination Testing, Form 5500 preparation, and audit support. The Compliance Advisor functions as a senior regulatory subject matter expert, providing guidance and escalation support to TRS Compliance Consultants and their associated Plan Sponsors.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!
What to expect…
As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:
1. Licensing Preparation
In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! (Learn More)
2. Skill Development
In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
3. Proficiency
As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Our Greatest Asset is Our People
We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!
What to expect…
As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:
1. Licensing Preparation
In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! (Learn More)
2. Skill Development
In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
3. Proficiency
As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Our Greatest Asset is Our People
We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.
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.
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 Stock Plan 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.
Opportunities to serve and interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll.
Leading project delivery, including understanding and communicating requirements to project support team, proactively monitoring progress of projects and 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 (MBA or equivalent experience preferred)
Significant experience in Stock Plan administration
5-8 years in project management, 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.
Proficiency in an Equity Compensation consulting role, client management, or an administration team manager (corporate benefits, outsourcing, or consulting firm)
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.
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 Stock Plan 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.
Opportunities to serve and interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll.
Leading project delivery, including understanding and communicating requirements to project support team, proactively monitoring progress of projects and 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 (MBA or equivalent experience preferred)
Significant experience in Stock Plan administration
5-8 years in project management, 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.
Proficiency in an Equity Compensation consulting role, client management, or an administration team manager (corporate benefits, outsourcing, or consulting firm)
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.
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 Stock Plan 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.
Opportunities to serve and interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll.
Leading project delivery, including understanding and communicating requirements to project support team, proactively monitoring progress of projects and 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 (MBA or equivalent experience preferred)
Significant experience in Stock Plan administration
5-8 years in project management, 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.
Proficiency in an Equity Compensation consulting role, client management, or an administration team manager (corporate benefits, outsourcing, or consulting firm)
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.
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 Stock Plan 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.
Opportunities to serve and interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll.
Leading project delivery, including understanding and communicating requirements to project support team, proactively monitoring progress of projects and 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 (MBA or equivalent experience preferred)
Significant experience in Stock Plan administration
5-8 years in project management, 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.
Proficiency in an Equity Compensation consulting role, client management, or an administration team manager (corporate benefits, outsourcing, or consulting firm)
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.
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 Stock Plan 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.
Opportunities to serve and interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll.
Leading project delivery, including understanding and communicating requirements to project support team, proactively monitoring progress of projects and 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 (MBA or equivalent experience preferred)
Significant experience in Stock Plan administration
5-8 years in project management, 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.
Proficiency in an Equity Compensation consulting role, client management, or an administration team manager (corporate benefits, outsourcing, or consulting firm)
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.
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 Stock Plan 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.
Opportunities to serve and interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll.
Leading project delivery, including understanding and communicating requirements to project support team, proactively monitoring progress of projects and 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 (MBA or equivalent experience preferred)
Significant experience in Stock Plan administration
5-8 years in project management, 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.
Proficiency in an Equity Compensation consulting role, client management, or an administration team manager (corporate benefits, outsourcing, or consulting firm)
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.
Note: Fidelity will not provide immigration sponsorship for this position
As a Communications Consultant you will help Fidelity's clients deliver critical information to their employees by developing and delivering best-in-class communication materials through a variety of channels. This includes producing high-quality Defined Contribution plan communications and pursuing opportunities to increase participant engagement through Fidelity’s Financial Wellness and Education offerings. The Large market supports Fidelity's clients between $150 million and $1 billion in plan assets.
The Expertise We Are Looking For
Experience in employee benefits communications and/or financial services preferred
Client consultation experience
5 plus years creating communication strategies
FINRA Series 7 and 63 licenses preferred (or required within 90 days)
The Purpose of Your Role
The purpose of the role is to drive participant engagement with Fidelity’s wide array of educational resources, marketing campaigns, tools, and workshops that can help participants make informed financial decisions. The Communications Consultant help our clients determine and map out a communication and education strategy that meets their organizational goals and participant needs.
Job Responsibilities
Manage the creation and deployment of communications related to the 403b plan and associated Fidelity products and services
Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements
Uncovering plan-level opportunities by reviewing data from various internal sources and turning those data points into a cohesive story with clear actionable steps
Play the liaison between our marketing team and the client to ensure our marketing campaigns are understood and agreed to prior to distribution
Communicate operational updates to participants such as fund or fee changes
Ensure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals
Strategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approaches
Proactively recommend and respond to client inquiries quickly with answers that go beyond the stated need
Participate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implications
Measure and report successes/opportunities based on the results of our communications
Estimate cost of projects and bill for our services (when applicable)
Skills We Seek
Highly organized
Ability to work independently or collaboratively based on the circumstances
Creative problem solving
Strong attention to detail
Ability to juggle multiple, competing priorities
Active and effective listening skills
Data driven mindset
Curiosity and the desire to learn
Executive presence with the ability to present a variety of topics with confidence
Team player who is willing to help the broader organization
Ability to influence client direction and decisions
Comfortable working in a fast-paced, ever-changing environment that may require resourcefulness to get answers
Ability to travel up to 15% of the time
How Your Work Impacts the Organization
Your efforts will generate revenue for Fidelity by offering cost effective, digital solutions that engage participants and deepen client relationships. You will partner internally with key stakeholders like marketing, product, legal and production to meet client needs. You will partner externally with key stakeholders like plan sponsors, consultants, and Fidelity’s vendors.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
As a Communications Consultant you will help Fidelity's clients deliver critical information to their employees by developing and delivering best-in-class communication materials through a variety of channels. This includes producing high-quality Defined Contribution plan communications and pursuing opportunities to increase participant engagement through Fidelity’s Financial Wellness and Education offerings. The Large market supports Fidelity's clients between $150 million and $1 billion in plan assets.
The Expertise We Are Looking For
Experience in employee benefits communications and/or financial services preferred
Client consultation experience
5 plus years creating communication strategies
FINRA Series 7 and 63 licenses preferred (or required within 90 days)
The Purpose of Your Role
The purpose of the role is to drive participant engagement with Fidelity’s wide array of educational resources, marketing campaigns, tools, and workshops that can help participants make informed financial decisions. The Communications Consultant help our clients determine and map out a communication and education strategy that meets their organizational goals and participant needs.
Job Responsibilities
Manage the creation and deployment of communications related to the 403b plan and associated Fidelity products and services
Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements
Uncovering plan-level opportunities by reviewing data from various internal sources and turning those data points into a cohesive story with clear actionable steps
Play the liaison between our marketing team and the client to ensure our marketing campaigns are understood and agreed to prior to distribution
Communicate operational updates to participants such as fund or fee changes
Ensure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals
Strategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approaches
Proactively recommend and respond to client inquiries quickly with answers that go beyond the stated need
Participate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implications
Measure and report successes/opportunities based on the results of our communications
Estimate cost of projects and bill for our services (when applicable)
Skills We Seek
Highly organized
Ability to work independently or collaboratively based on the circumstances
Creative problem solving
Strong attention to detail
Ability to juggle multiple, competing priorities
Active and effective listening skills
Data driven mindset
Curiosity and the desire to learn
Executive presence with the ability to present a variety of topics with confidence
Team player who is willing to help the broader organization
Ability to influence client direction and decisions
Comfortable working in a fast-paced, ever-changing environment that may require resourcefulness to get answers
Ability to travel up to 15% of the time
How Your Work Impacts the Organization
Your efforts will generate revenue for Fidelity by offering cost effective, digital solutions that engage participants and deepen client relationships. You will partner internally with key stakeholders like marketing, product, legal and production to meet client needs. You will partner externally with key stakeholders like plan sponsors, consultants, and Fidelity’s vendors.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
As a Communications Consultant you will help Fidelity's clients deliver critical information to their employees by developing and delivering best-in-class communication materials through a variety of channels. This includes producing high-quality Defined Contribution plan communications and pursuing opportunities to increase participant engagement through Fidelity’s Financial Wellness and Education offerings. The Large market supports Fidelity's clients between $150 million and $1 billion in plan assets.
The Expertise We Are Looking For
Experience in employee benefits communications and/or financial services preferred
Client consultation experience
5 plus years creating communication strategies
FINRA Series 7 and 63 licenses preferred (or required within 90 days)
The Purpose of Your Role
The purpose of the role is to drive participant engagement with Fidelity’s wide array of educational resources, marketing campaigns, tools, and workshops that can help participants make informed financial decisions. The Communications Consultant help our clients determine and map out a communication and education strategy that meets their organizational goals and participant needs.
Job Responsibilities
Manage the creation and deployment of communications related to the 403b plan and associated Fidelity products and services
Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements
Uncovering plan-level opportunities by reviewing data from various internal sources and turning those data points into a cohesive story with clear actionable steps
Play the liaison between our marketing team and the client to ensure our marketing campaigns are understood and agreed to prior to distribution
Communicate operational updates to participants such as fund or fee changes
Ensure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals
Strategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approaches
Proactively recommend and respond to client inquiries quickly with answers that go beyond the stated need
Participate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implications
Measure and report successes/opportunities based on the results of our communications
Estimate cost of projects and bill for our services (when applicable)
Skills We Seek
Highly organized
Ability to work independently or collaboratively based on the circumstances
Creative problem solving
Strong attention to detail
Ability to juggle multiple, competing priorities
Active and effective listening skills
Data driven mindset
Curiosity and the desire to learn
Executive presence with the ability to present a variety of topics with confidence
Team player who is willing to help the broader organization
Ability to influence client direction and decisions
Comfortable working in a fast-paced, ever-changing environment that may require resourcefulness to get answers
Ability to travel up to 15% of the time
How Your Work Impacts the Organization
Your efforts will generate revenue for Fidelity by offering cost effective, digital solutions that engage participants and deepen client relationships. You will partner internally with key stakeholders like marketing, product, legal and production to meet client needs. You will partner externally with key stakeholders like plan sponsors, consultants, and Fidelity’s vendors.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
As a Communications Consultant you will help Fidelity's clients deliver critical information to their employees by developing and delivering best-in-class communication materials through a variety of channels. This includes producing high-quality Defined Contribution plan communications and pursuing opportunities to increase participant engagement through Fidelity’s Financial Wellness and Education offerings. The Large market supports Fidelity's clients between $150 million and $1 billion in plan assets.
The Expertise We Are Looking For
Experience in employee benefits communications and/or financial services preferred
Client consultation experience
5 plus years creating communication strategies
FINRA Series 7 and 63 licenses preferred (or required within 90 days)
The Purpose of Your Role
The purpose of the role is to drive participant engagement with Fidelity’s wide array of educational resources, marketing campaigns, tools, and workshops that can help participants make informed financial decisions. The Communications Consultant help our clients determine and map out a communication and education strategy that meets their organizational goals and participant needs.
Job Responsibilities
Manage the creation and deployment of communications related to the 403b plan and associated Fidelity products and services
Ensure regulatory mailings are set up and distributed in adherence with FINRA and DOL requirements
Uncovering plan-level opportunities by reviewing data from various internal sources and turning those data points into a cohesive story with clear actionable steps
Play the liaison between our marketing team and the client to ensure our marketing campaigns are understood and agreed to prior to distribution
Communicate operational updates to participants such as fund or fee changes
Ensure strong client satisfaction through the seamless execution of effective communications strategies based upon client needs and goals
Strategize on the best approach to communicate critical information to participants in the most effective channel while prioritizing digital approaches
Proactively recommend and respond to client inquiries quickly with answers that go beyond the stated need
Participate in or lead client meetings to review communication requirements, deliverables, negotiate deadlines, and review budget implications
Measure and report successes/opportunities based on the results of our communications
Estimate cost of projects and bill for our services (when applicable)
Skills We Seek
Highly organized
Ability to work independently or collaboratively based on the circumstances
Creative problem solving
Strong attention to detail
Ability to juggle multiple, competing priorities
Active and effective listening skills
Data driven mindset
Curiosity and the desire to learn
Executive presence with the ability to present a variety of topics with confidence
Team player who is willing to help the broader organization
Ability to influence client direction and decisions
Comfortable working in a fast-paced, ever-changing environment that may require resourcefulness to get answers
Ability to travel up to 15% of the time
How Your Work Impacts the Organization
Your efforts will generate revenue for Fidelity by offering cost effective, digital solutions that engage participants and deepen client relationships. You will partner internally with key stakeholders like marketing, product, legal and production to meet client needs. You will partner externally with key stakeholders like plan sponsors, consultants, and Fidelity’s vendors.
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.
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.
]]>Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We’re Looking For
The Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.
Please note this role requires in-person attendance in the assigned Branch location.
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
Are you passionate about identifying potential risks before they become challenges while supporting business partners build strategies that keep our organization protected? Over the past five years, Fidelity has made a significant investment in developing Alternative Products, with a strong focus on launching new offerings across private equity, private credit, hedge funds, real assets, and emerging digital assets As a Senior Risk Manager – Alternative Accounting Risk, you will provide risk leadership across Fidelity Fund and Investment Operations (FFIO) as the firm continues to grow its Alternatives platform. You will partner closely with FFIO leadership to identify, assess, and mitigate risks related to new product launches, fund operations, regulatory compliance, and operational readiness. This role leads risk activities across global teams, supports Sarbanes‑Oxley 404 requirements, and helps evolve FFIO toward an integrated, end‑to‑end risk model for alternative investments.
The Expertise and Skills You Bring
Bachelor’s degree and 7+ years of experience in risk management, audit, or related areas
Strong knowledge of alternative investment products and fund accounting/operations
Proven leadership or project management experience
Solid understanding of risk assessment, control evaluation, and regulatory requirements
Strong data and analytics skills (Excel, PowerPoint, Tableau)
Clear, confident communicator able to influence senior leaders
Strategic, adaptable thinker who challenges existing practices and drives improvement
Note: Fidelity is not providing immigration sponsorship for this position
The Team
You will join the FFIO Risk Team, which partners with FFIO leadership and cross‑functional teams (Risk, Legal, Compliance) to enable the safe and scalable growth of Fidelity’s Alternative Products. The team operates globally and plays a critical role in balancing innovation with strong governance and operational resilience.
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.
Job Title: Managing Director- 401K Relationship Manager
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors and Advisors.
The Expertise and Skills You Bring
The Team
Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s “trusted advisor”.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Title: Managing Director- 401K Relationship Manager
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors and Advisors.
The Expertise and Skills You Bring
The Team
Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s “trusted advisor”.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Title: Managing Director- 401K Relationship Manager
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors and Advisors.
The Expertise and Skills You Bring
The Team
Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s “trusted advisor”.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Title: Managing Director- 401K Relationship Manager
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors and Advisors.
The Expertise and Skills You Bring
The Team
Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s “trusted advisor”.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Title: Managing Director- 401K Relationship Manager
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors and Advisors.
The Expertise and Skills You Bring
The Team
Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s “trusted advisor”.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Senior Manager, Fraud (Debit Card) Operations
The Role
Global Fraud Detection Operations (GFDO) is responsible for detecting, assessing, and responding to emerging fraud risks across Fidelity’s businesses. As the Sr. Manager, Fraud (Debit Card) Operations, you will help shape the operational foundation for new fraud detection capabilities while strengthening existing processes, controls, and workflows across GFDO.
A key near-term focus of this role is supporting Fidelity’s transition toward in-house debit card fraud detection. You will represent GFDO across cross-functional planning calls and design sessions, ensuring operational requirements, risk considerations, and workflow needs are fully understood and incorporated into the future-state model. You will lead the development of policies, procedures, playbooks, and readiness documentation.
This role requires strong operational judgment, analytical capability, and the ability to work in ambiguous, multi-stakeholder environments. You will operate with a high degree of ownership, translating strategic goals into practical workflows and documentation while ensuring GFDO is well-positioned to scale new detection operations. The role requires strong interpersonal skills, a disciplined approach to execution, and the ability to influence decisions across various business partners.
The Expertise and Skills You Bring
- Bachelor’s degree in business, analytics, finance, or a related field, or equivalent work experience.
-Knowledge of Debit Card industry/ Regulations a plus
- Deep knowledge of fraud detection operations and fraud risk management.
- Strong understanding of fraud schemes and monitoring methodologies.
- Experience designing or documenting workflows, procedures, or policies.
- Strong written and verbal communication skills.
- Ability to lead cross-functional discussions and influence outcomes.
- Strong project management and organizational skills.
- FINRA 7/63 required
- Supervisory 9/10 or 24 needed within 6mos
- Openness to future direct reports as the organization evolves.
Note: Fidelity is not providing immigration sponsorship for this position
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Senior Manager, Fraud (Debit Card) Operations
The Role
Global Fraud Detection Operations (GFDO) is responsible for detecting, assessing, and responding to emerging fraud risks across Fidelity’s businesses. As the Sr. Manager, Fraud (Debit Card) Operations, you will help shape the operational foundation for new fraud detection capabilities while strengthening existing processes, controls, and workflows across GFDO.
A key near-term focus of this role is supporting Fidelity’s transition toward in-house debit card fraud detection. You will represent GFDO across cross-functional planning calls and design sessions, ensuring operational requirements, risk considerations, and workflow needs are fully understood and incorporated into the future-state model. You will lead the development of policies, procedures, playbooks, and readiness documentation.
This role requires strong operational judgment, analytical capability, and the ability to work in ambiguous, multi-stakeholder environments. You will operate with a high degree of ownership, translating strategic goals into practical workflows and documentation while ensuring GFDO is well-positioned to scale new detection operations. The role requires strong interpersonal skills, a disciplined approach to execution, and the ability to influence decisions across various business partners.
The Expertise and Skills You Bring
- Bachelor’s degree in business, analytics, finance, or a related field, or equivalent work experience.
-Knowledge of Debit Card industry/ Regulations a plus
- Deep knowledge of fraud detection operations and fraud risk management.
- Strong understanding of fraud schemes and monitoring methodologies.
- Experience designing or documenting workflows, procedures, or policies.
- Strong written and verbal communication skills.
- Ability to lead cross-functional discussions and influence outcomes.
- Strong project management and organizational skills.
- FINRA 7/63 required
- Supervisory 9/10 or 24 needed within 6mos
- Openness to future direct reports as the organization evolves.
Note: Fidelity is not providing immigration sponsorship for this position
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Senior Manager, Fraud (Debit Card) Operations
The Role
Global Fraud Detection Operations (GFDO) is responsible for detecting, assessing, and responding to emerging fraud risks across Fidelity’s businesses. As the Sr. Manager, Fraud (Debit Card) Operations, you will help shape the operational foundation for new fraud detection capabilities while strengthening existing processes, controls, and workflows across GFDO.
A key near-term focus of this role is supporting Fidelity’s transition toward in-house debit card fraud detection. You will represent GFDO across cross-functional planning calls and design sessions, ensuring operational requirements, risk considerations, and workflow needs are fully understood and incorporated into the future-state model. You will lead the development of policies, procedures, playbooks, and readiness documentation.
This role requires strong operational judgment, analytical capability, and the ability to work in ambiguous, multi-stakeholder environments. You will operate with a high degree of ownership, translating strategic goals into practical workflows and documentation while ensuring GFDO is well-positioned to scale new detection operations. The role requires strong interpersonal skills, a disciplined approach to execution, and the ability to influence decisions across various business partners.
The Expertise and Skills You Bring
- Bachelor’s degree in business, analytics, finance, or a related field, or equivalent work experience.
-Knowledge of Debit Card industry/ Regulations a plus
- Deep knowledge of fraud detection operations and fraud risk management.
- Strong understanding of fraud schemes and monitoring methodologies.
- Experience designing or documenting workflows, procedures, or policies.
- Strong written and verbal communication skills.
- Ability to lead cross-functional discussions and influence outcomes.
- Strong project management and organizational skills.
- FINRA 7/63 required
- Supervisory 9/10 or 24 needed within 6mos
- Openness to future direct reports as the organization evolves.
Note: Fidelity is not providing immigration sponsorship for this position
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Merrimack site.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am – Midnight EST
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Portland, Vancouver, Beaverton, Tigard
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Portland, Vancouver, Beaverton, Tigard
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Global Security Operations Center (GSOC) Senior Security Manager is a key leadership role within Fidelity’s Global Security team. This role is responsible for supporting and leading the GSOC teams through strategic, technical, and operational objectives and coordinating crisis situations that impact our associates, business units and physical locations. The GSOC Senior Security Manager will use their leadership and knowledge of people, operations, systems, intelligence gathering and analysis, crisis/incident management, and Fidelity business units to help build and deliver a security plan of action and to make sure that operational teams are performing effectively. This role is instrumental in driving technical and procedural solutions for the GSOC that are thoughtful, innovative, and contribute to the safety and security of Fidelity associates, business units and locations throughout the world.
The Expertise and Skills You Bring
This position will be based in Smithfield, Rhode Island and will report to the Vice President / Head of the Global Security Operations Center.
Note: Fidelity is not providing immigration sponsorship for this position
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?
Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.
Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.
What to expect…
As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you
Advantages of Fidelity’s LAP journey…
You are learning. An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.
You can explore. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!
You get exposure. Understand what our culture is like and the impact we have in our communities and regions.
You are growing. From week one in the program, receive the support and structure to help you prepare for the SIE® exam & explore a future at Fidelity.
Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) in our Albuquerque site.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday. Training hours are 7:30am – 4:00pm MST and post training must be able to work an 8hr shift between the hours of 7:00am – 10:00pm MST
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.
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.
]]>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Customer Support Representatives, also known as Financial Customer Associates (FCA) in our Covington site.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 8:30am – 8:30pm EST
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.
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.
]]>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.
The Expertise We’re Looking For
We ask that you have at least five years in financial sales role
We believe that three or more years of management within a financial services environment is helpful
The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 upon hire
The Purpose of Your Role
Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.
The Skills You Bring
Your background in relationship management and deep understanding of financial services
Impressive time-management skills and ability to execute on multiple priorities
You have a natural ability to influence and enhance the sales skills of others
Validated grasp of compliance and regulatory guidelines
Professional demeanor and excellent interpersonal skills
Positive attitude, empowering business professionalism and strong work ethic with high level of integrity
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness
Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation
Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns
Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives
How Your Work Impacts the Organization
If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.
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.
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up
Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
Degree and/or other professional certifications such as a CFP are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
Note: Fidelity will not provide immigration sponsorship for this position.
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!
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.
Please note this role requires in-person attendance in the assigned Branch location.
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.
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.
]]>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.
As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs.
The Expertise We’re Looking For
The Purpose of Your Role
The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. 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 rewarding interactions with clients every single day!
The Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
The Value You Deliver
How Your Work Impacts the Organization
Through your knowledge of financial planning and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a highly experienced, hands-on technical leader and platform builder. You will report to the engineering lead and will be responsible for delivering core platform capabilities within Fidelity’s Enterprise Observability Platform. You’ll own system architecture, observability, security, and delivery while collaborating closely with product owners and engineering teams.
What you’ll do (responsibilities):
The Expertise and Skills You Bring:
Nice-to-have
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a highly experienced, hands-on technical leader and platform builder. You will report to the engineering lead and will be responsible for delivering core platform capabilities within Fidelity’s Enterprise Observability Platform. You’ll own system architecture, observability, security, and delivery while collaborating closely with product owners and engineering teams.
What you’ll do (responsibilities):
The Expertise and Skills You Bring:
Nice-to-have
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a highly experienced, hands-on technical leader and platform builder. You will report to the engineering lead and will be responsible for delivering core platform capabilities within Fidelity’s Enterprise Observability Platform. You’ll own system architecture, observability, security, and delivery while collaborating closely with product owners and engineering teams.
What you’ll do (responsibilities):
The Expertise and Skills You Bring:
Nice-to-have
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a highly experienced, hands-on technical leader and platform builder. You will report to the engineering lead and will be responsible for delivering core platform capabilities within Fidelity’s Enterprise Observability Platform. You’ll own system architecture, observability, security, and delivery while collaborating closely with product owners and engineering teams.
What you’ll do (responsibilities):
The Expertise and Skills You Bring:
Nice-to-have
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.
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.
]]>This job requires you to live in the Greater Milwaukee/Madison, WI area, as you will be working on local client campuses 4-5 days a week.
The Role
The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.
Specific responsibilities include:
The Expertise and Skills You Bring
The Team
The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.
Joining WEPA means that you will:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
We invite you to Find Your Fidelity at fidelitycareers.com
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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 Title: Fidelity Global Security Operations Center (GSOC) - Specialist
The Role
As a GSOC Specialist, you will play a vital role in ensuring the safety and security of our company premises, employees, and stakeholders. You will be responsible for dispatching and coordinating responses to various emergencies, analyzing intelligence to mitigate global threats, and supporting our travel security program. Your ability to communicate effectively, manage multiple tasks, and work in a flexible scheduling environment will be crucial to your success in this role.
Coordinate and dispatch responses to incidents occurring on company premises or at corporate events, utilizing appropriate communication methods. This includes managing responses to medical emergencies, burglaries, fires, and duress alarms. Operators may also need to liaise with law enforcement, fire departments, or other public safety organizations during emergencies at or near company property.
Evaluate, analyze, and escalate open-source and subscription-based intelligence to mitigate and report global threats to company property, employees, and stakeholders.
Accurately document, thoroughly assess, and promptly escalate instances of potential threats in the workplace. This involves maintaining detailed records of observed or reported threats, evaluating their severity and potential impact, and ensuring timely communication to relevant security partners for appropriate action. The objective is to enhance workplace safety by proactively addressing and mitigating risks.
Provide comprehensive support to the travel security program by actively monitoring associate travel and ensuring preparedness to account for them during events of concern or elevated risk. This includes tracking travel itineraries, assessing potential threats related to travel destinations, and maintaining real-time communication with associates. In the event of heightened risk or emergencies, the GSOC Specialist will coordinate with relevant security teams to ensure the safety and well-being of traveling associates, providing timely updates and necessary assistance.
Report any unusual or abnormal conditions to the company's security personnel, management, employees, suppliers, and facilities organization. This involves promptly identifying and documenting irregularities, ensuring clear and effective communication with all relevant parties to address and resolve potential issues swiftly.
Collaborate closely with internal security, facilities and real estate, enterprise resiliency, and business continuity teams during incidents or events that impact business operations. This involves coordinating efforts to ensure a unified response, sharing critical information, and leveraging each team's expertise to effectively manage and mitigate the impact of such incidents. The GSOC Specialist will play a key role in facilitating communication, supporting recovery efforts, and ensuring that all necessary measures are taken to protect company assets and maintain operational continuity.
Receive, evaluate, and disseminate incoming information and reports from company security personnel, field security officers, employees, suppliers, reporting parties, and local agencies. This involves systematically assessing the relevance and accuracy of the information, ensuring it is communicated effectively to appropriate stakeholders, and facilitating timely and informed decision-making processes.
Create detailed, fact-based incident reports for distribution to various Fidelity stakeholders. This involves gathering accurate and comprehensive information about incidents, analyzing the data to ensure clarity and relevance, and compiling it into concise reports. These reports must effectively communicate the key facts and findings. The GSOC Specialist will ensure that all reports are meticulously documented and distributed promptly to maintain transparency and support the company's security objectives.
Facilitate the coordination of service requests for after-hours access to Fidelity offices. This involves managing and processing requests efficiently, ensuring that all necessary approvals are obtained, and communicating with relevant personnel to provide seamless access outside of regular business hours.
The Expertise and Skills You Bring
·1 year of full-time professional experience, preferably in an operations, customer service, 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.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Join our team and contribute to maintaining a secure and resilient environment at Fidelity. This position is based in Smithfield, RI or Merrimack, NH and offers an exciting opportunity to work with internal security, facilities, and business continuity teams during business-impacting incidents. Ready to make a difference? Apply now and become a key player in our security operations!
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
This position supports the centralized receipt of customer mail for Fidelity. The role leverages business partner requirements to receive, sort and deliver monetary and non-monetary items in Inbound Operations and across the Midwest campus. They also collect and prepare outbound packages for pick-up by external vendors. Accuracy and timeliness are important to meet all compliance and regulatory requirements.
Note: Fidelity will not provide immigration sponsorship for this position.
The Expertise You Have
· 2-5 years of transaction processing experience within a professional, fast paced, corporate environment, preferably within Fidelity Investments
The Skills You Bring
The Value You Deliver
The Team
As a member of the team, you will sort incoming customer mail by zip 4 utilizing high speed equipment. Perform package reconciliation for all incoming overnight mail. Ensure timely completion of all customer requests and administrative duties.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Health Care Technology Group supports the recordkeeping and administration of health benefits, including medical, dental, vision, and life insurance plans—for Fidelity’s corporate clients, their employees, and retirees. We build and maintain highly scalable, resilient, and secure systems that underpin business‑critical services.
HCG is seeking a Principal Full Stack Engineer who is passionate about modern engineering, cloud adoption (Azure), and AI‑first development practices. You will play a critical role in architecting world‑class solutions, accelerating the use of intelligent developer‑assist tools, and mentoring teams in modern full‑stack and cloud‑native engineering.
As a hands-on technical leader, you will collaborate closely with business partners and engineering teams across global locations, driving technical excellence and fostering innovation.
Key Responsibilities
Lead the design and development of modular, reusable Angular front‑end components, enabling cross‑product standardization and rapid UI delivery.
Architect, design, and build scalable, secure microservices using Java, Spring Boot, multithreading, SQL, and Azure, with strong focus on performance and maintainability.
Champion cloud‑native architectural patterns, including micro-frontends, shared libraries, event‑driven integrations, and Kubernetes‑based deployments (AKS).
Model and promote an AI‑first engineering culture, including the use of AI developer-assist tools, code-generation accelerators, and intelligent automation.
Collaborate with product, UX, and engineering peers to translate functional needs into robust technical solutions.
Drive adoption of modern CI/CD pipelines, DevOps best practices for reliable, automated delivery.
Monitor and track engineering metrics and reporting, including code quality, API performance, cloud efficiency, operational health, and delivery KPIs.
The Expertise You Have
10–15 years of hands-on full stack development experience delivering high-quality, scalable, enterprise-grade solutions.
Bachelor’s degree in Computer Science or related field, with strong grounding in systems design, algorithms, and engineering fundamentals.
Proven ability to lead architecture and design decisions, evaluate tradeoffs, and guide teams toward modern, maintainable solutions.
Deep expertise in:
Angular and modern front-end architectures
Cloud-native engineering with Azure, especially Azure Kubernetes Service (AKS)
Databases such as PostgreSQL and Aerospike
Demonstrated experience with AI technologies, developer‑assist tooling, and automation frameworks to improve speed, quality, and developer experience.
Strong proficiency in designing and developing RESTful APIs using Spring Boot and Tomcat.
Advanced command of Java 8 and enterprise frameworks, including:
Functional programming (lambdas, streams, functional interfaces)
Core Spring modules (IoC, MVC/REST, Batch)
Spring Boot ecosystem
OAuth2 and Spring Security
Hands-on experience building cloud-ready applications leveraging Azure services, Kubernetes, containerization, and modern build/deploy pipelines.
Experience establishing engineering best practices, architectural guidelines, and modernization strategies.
Prior success leading cross-team initiatives and mentoring engineers at multiple levels.
The Skills You Bring
You thrive in team-based, collaborative environments and enjoy solving complex, ambiguous problems.
You communicate clearly and effectively with engineers, product partners, and leadership.
You provide strong technical leadership and are energized by coaching and mentoring other developers.
You bring curiosity, initiative, and a strong sense of ownership to your work.
You actively contribute perspectives, challenge assumptions constructively, and help chart the technical direction for teams.
The Value You Deliver
Leading independent and collaborative research into new technologies, tools, and patterns, and partnering with Architecture to recommend enhancements for future releases.
Contributing to a culture of engineering excellence through active participation in peer reviews, design sessions, and hands-on coding.
Translating business requirements into high-quality design specifications, ensuring solutions meet standards for performance, security, usability, reliability, and scalability.
Acting as a senior technical influencer who drives cloud maturity, platform modernization, and adoption of intelligent tooling across teams.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The High Income and Alternatives Technology team is looking for a hardworking, highly motivated Principal Software Engineer with strong understanding of programming fundamentals and software design to join their ranks. Prior development experience in investment management domain will be a strong plus.
In this role, you will be responsible for the development of quality software components that are used by Portfolio Managers, and Analysts in managing of over $100 Billion in High Yield, Credit Alternatives, and Systematic Investment Research Funds. You will engage, shape, and productively contribute to Alphabet, our flagship portfolio construction platform.
In addition to building software, you will have an opportunity to help define and implement development practices, standards, and strategies across multiple teams.
The Expertise We Need
Bachelor's degree (or higher) in a quantitative or computational field such as Computer Science, Statistics, or Applied Mathematics.
10+ years of hands-on experience in building complex software solutions preferably working with investment management professionals.
Ability to effectively communicate with multiple stakeholders including researchers, portfolio managers, and technology partners.
Full-stack software development knowledge preferably with Angular, Java, Spring Boot
Experience with testing software, including writing automated unit, integration, performance, and end-to-end tests.
Favor Agile development practices that prioritize the incremental delivery of working software and respond well to change in requirement scope.
Ability to accept and adapt to scope changes incorporating it seamlessly.
Understanding of Fixed Income instruments, security analytics, investment workflow and functioning of bond markets is a significant plus.
Experience with AWS cloud environment development and deployment is a plus.
Kubernetes/EKS deployment and operations management exposure is a plus.
Progress towards CFA program certification is a significant plus.
Experience leading development teams through mentorship, technical expertise, and technical excellence
The Team
We have a passion for technology and love fixing and solving complex problems.
We enjoy working in teams, love to collaborate, share, and learn.
We are self-motivated, take initiative, and make decisions with a bias for action.
We care about the quality of our work, favor strong coding standards and patterns, and build with testability in 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.
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.
]]>Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
The Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Director, Viewpoints Active Investor Writer will develop advanced trading and investing content for Fidelity’s retail clients, helping millions of investors navigate markets with confidence and clarity.
This senior writer will partner closely with Content team leads and Fidelity’s investment strategists, traders, and product experts to concept, develop, write, and edit timely, actionable content that reflects Fidelity’s point of view on markets and investing. Coverage spans equities, fixed income, ETFs, commodities, options, alternatives, crypto, and tactical trading strategies, as well as the tools and platforms that support active investors.
Content is distributed across Fidelity.com, the mobile app, newsletters, and social channels—reaching a broad, highly engaged audience each week and directly supporting brokerage priorities, product adoption, and trading activity.
This role is ideal for an experienced financial journalist who thrives at the intersection of markets, storytelling, and business impact, and who is comfortable operating with a high degree of independence, influence, and accountability.
Key Responsibilities
Qualifications
Why This Role Matters
This is a senior, high‑impact role addressing a growing business need. Today, advanced Active Investor content—and the weekly newsletter that supports it—is managed by a single editor with an expansive remit. Adding this role allows Fidelity to move faster, deepen coverage of strategic priorities such as alternatives and options, and reduce reliance on freelance support.
The Director will play a critical role in driving trades, tool usage, and adoption across multiple Fidelity products while helping shape how Fidelity communicates with its most engaged investors.
About the team
The Content Thought Leadership Team is comprised of financial editors and writers who produce Fidelity perspectives in article, infographic, video and webinar formats. The content is aimed at a broad range of audiences, from active traders to Wealth Management clients, crypto investors, and more.
Within the Content Thought Leadership Team, the Viewpoints Active Investor team produces content for the advanced trader audience on topics ranging from technical analysis to options and alternative strategies.
The Content Thought Leadership Team is part of a larger Content Team that sits within the Marketing Organization. We are an innovative group focused on continuous learning and associate growth. At Fidelity, there are endless opportunities to expand your skills and experiences as an editor, subject matter expert, and leader.
On the Thought Leadership Team you will have endless opportunities to help our clients and prospects become better, more confident investors so they can reach their personal goals.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Note: Fidelity will not provide immigration sponsorship for this position
The Director, Viewpoints Active Investor Writer will develop advanced trading and investing content for Fidelity’s retail clients, helping millions of investors navigate markets with confidence and clarity.
This senior writer will partner closely with Content team leads and Fidelity’s investment strategists, traders, and product experts to concept, develop, write, and edit timely, actionable content that reflects Fidelity’s point of view on markets and investing. Coverage spans equities, fixed income, ETFs, commodities, options, alternatives, crypto, and tactical trading strategies, as well as the tools and platforms that support active investors.
Content is distributed across Fidelity.com, the mobile app, newsletters, and social channels—reaching a broad, highly engaged audience each week and directly supporting brokerage priorities, product adoption, and trading activity.
This role is ideal for an experienced financial journalist who thrives at the intersection of markets, storytelling, and business impact, and who is comfortable operating with a high degree of independence, influence, and accountability.
Key Responsibilities
Qualifications
Why This Role Matters
This is a senior, high‑impact role addressing a growing business need. Today, advanced Active Investor content—and the weekly newsletter that supports it—is managed by a single editor with an expansive remit. Adding this role allows Fidelity to move faster, deepen coverage of strategic priorities such as alternatives and options, and reduce reliance on freelance support.
The Director will play a critical role in driving trades, tool usage, and adoption across multiple Fidelity products while helping shape how Fidelity communicates with its most engaged investors.
About the team
The Content Thought Leadership Team is comprised of financial editors and writers who produce Fidelity perspectives in article, infographic, video and webinar formats. The content is aimed at a broad range of audiences, from active traders to Wealth Management clients, crypto investors, and more.
Within the Content Thought Leadership Team, the Viewpoints Active Investor team produces content for the advanced trader audience on topics ranging from technical analysis to options and alternative strategies.
The Content Thought Leadership Team is part of a larger Content Team that sits within the Marketing Organization. We are an innovative group focused on continuous learning and associate growth. At Fidelity, there are endless opportunities to expand your skills and experiences as an editor, subject matter expert, and leader.
On the Thought Leadership Team you will have endless opportunities to help our clients and prospects become better, more confident investors so they can reach their personal goals.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Job Title: Audit Senior Analyst
The Role
Are you looking for a position to grow your business and auditing skills, expand your knowledge of Fidelity’s asset management, alternative investments, and managed accounts businesses, 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 working with a team dedicated to Fidelity’s asset management businesses, you will provide independent and objective audit and advisory services that help Fidelity manage risk, meet regulatory expectations, and enhance operational 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.
3-5 years of experience in internal audit, external audit, compliance, regulatory examinations, or risk management – preferably within the financial services industry.
Experience in asset management, alternative investments, managed accounts, and/or related middle- and back-office functions is a plus.
Developing knowledge of audit methodologies, concepts, tools, and analytical techniques.
Team player who takes initiative and works constructively with others to achieve team goals.
Proven analytical, problem-solving, and critical-thinking skills.
Ability to manage multiple priorities, manage workload, meet deadlines, and collaborate effectively across teams.
Strong written and verbal communication skills, with the ability to translate complex issues and concepts into clear, actionable findings.
Proactive, hands-on, solution-oriented approach to work.
Commitment to innovative, collaborative, and digital working style.
Knowledge of IT general controls is a plus.
Professional certifications (or interest in obtaining) such as CIA, CPA, CISA, CAMS, CRCM, CFA, FRM, CAIA are a plus.
The Team
The Audit Senior Analyst will be responsible for performing business and/or integrated audits focused on Fidelity’s asset management, alternative investments, managed accounts, and other 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.
Key Responsibilities:
Works with business and technology management to build a strong understanding of complex business functions, regulatory obligations, and supporting technologies.
Documents and analyzes end-to-end business and technology processes and identify risks and controls embedded throughout.
Leverages audit automation tools and applies strategic and data analytics concepts, principles, and techniques to evaluate business operations, internal controls, and systems efficiently and effectively.
Performs audit test work, including organizing and analyzing data, testing controls, and documenting results.
Develops clear, well-supported audit findings that articulate business impacts and risk implications.
Drafts audit reports and partners with management on effective, sustainable action plans.
Cultivates strong working relationships with audit peers and business partners.
Stays current on regulatory developments, industry trends, and emerging risks in asset management, alternative investments, and managed 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.
Job Title: Audit Senior Analyst
The Role
Are you looking for a position to grow your business and auditing skills, expand your knowledge of Fidelity’s asset management, alternative investments, and managed accounts businesses, 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 working with a team dedicated to Fidelity’s asset management businesses, you will provide independent and objective audit and advisory services that help Fidelity manage risk, meet regulatory expectations, and enhance operational 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.
3-5 years of experience in internal audit, external audit, compliance, regulatory examinations, or risk management – preferably within the financial services industry.
Experience in asset management, alternative investments, managed accounts, and/or related middle- and back-office functions is a plus.
Developing knowledge of audit methodologies, concepts, tools, and analytical techniques.
Team player who takes initiative and works constructively with others to achieve team goals.
Proven analytical, problem-solving, and critical-thinking skills.
Ability to manage multiple priorities, manage workload, meet deadlines, and collaborate effectively across teams.
Strong written and verbal communication skills, with the ability to translate complex issues and concepts into clear, actionable findings.
Proactive, hands-on, solution-oriented approach to work.
Commitment to innovative, collaborative, and digital working style.
Knowledge of IT general controls is a plus.
Professional certifications (or interest in obtaining) such as CIA, CPA, CISA, CAMS, CRCM, CFA, FRM, CAIA are a plus.
The Team
The Audit Senior Analyst will be responsible for performing business and/or integrated audits focused on Fidelity’s asset management, alternative investments, managed accounts, and other 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.
Key Responsibilities:
Works with business and technology management to build a strong understanding of complex business functions, regulatory obligations, and supporting technologies.
Documents and analyzes end-to-end business and technology processes and identify risks and controls embedded throughout.
Leverages audit automation tools and applies strategic and data analytics concepts, principles, and techniques to evaluate business operations, internal controls, and systems efficiently and effectively.
Performs audit test work, including organizing and analyzing data, testing controls, and documenting results.
Develops clear, well-supported audit findings that articulate business impacts and risk implications.
Drafts audit reports and partners with management on effective, sustainable action plans.
Cultivates strong working relationships with audit peers and business partners.
Stays current on regulatory developments, industry trends, and emerging risks in asset management, alternative investments, and managed 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.
Note: Fidelity will not provide immigration sponsorship for this position.
We are looking for a dedicated Senior Compliance Advisor, who among other responsibilities will help the development of digital asset AML policies, procedures, governance and standards to ensure FDA complies with heightened financial crimes compliance expectations for digital assets.
You will be responsible for helping to build a comprehensive first-line defense program with a focus on building out best practice to support new offerings including AML policies, procedures, reporting and governance. These requirements are to ensure FDA compliance with regulatory expectations and is critical to our success. We are looking for a collaborative, team-focused Compliance Advisor with sharp attention to detail that will work within the business and across many functions to ensure appropriate oversight and administration of our digital assets.
In conjunction with the FDA AML Officer and Financial Crimes Compliance, responsibilities are expected to include:
Developing, writing and maintaining policies, procedures and standards for:
AML and Sanctions compliance standards for new products and services that may present novel financial crimes risk.
Customer due diligence and enhanced due diligence onboarding as well as periodic customer review.
Transaction monitoring and reporting program tailored to digital assets.
Transfer-restricting illicit or high risk wallets.
AML Governance, including the creation of key risk indicators and other metrics for senior management and regulatory reporting.
Oversight of outsourced service providers, including internal AML and Sanctions support teams.
Other Responsibilities:
Advising front office colleagues on all issues relating to AML and Sanctions Compliance.
Serving as an essential conduit between the Financial Crimes Compliance Team and the Fidelity Digital Assets front office to assist in the successful implementation of AML and Sanctions compliance initiatives.
Internal audit and regulatory exam support.
Developing and providing reporting to senior management and regulators as needed.
Staying well-informed on the evolving regulatory landscape and communicating new and revised regulatory requirements to the business.
Established (8+ years) track record of success in financial services including experience with Compliance, AML and Financial Crimes.
Deep knowledge of applicable AML and Sanctions laws and regulations and an understanding of material proposed regulations impacting the field.
Experience with digital assets is a plus.
Ability to influence key decision makers through a combination of knowledge, reasoning and relationships.
Demonstrated success working collaboratively across various teams, including Compliance, Legal, Operations, Risk and Audit.
Excellent interpersonal, verbal, and written communication skills including ability to tailor communication to stakeholders at various levels.
4-year college degree required.
Great organizational skills and proven ability to balance competing asks according to policy, urgency, and importance.
Proven ability to simultaneously identify, prioritize and address multiple issues and respond to shifts in priorities.
Strong ability to work and flourish in a fast-moving, start-up environment that operates in an uncharted regulatory environment.
Process documentation, including process flows.
Fidelity Digital Asset is an emerging business unit dedicated to serving our existing institutional customers as well as a growing new customer base within the Fidelity enterprise. Fidelity Digital Assets offers a full-service enterprise-grade platform for securing, trading and supporting digital assets, such as bitcoin. Fidelity Digital Assets combines the operational and technical capabilities of the broader Fidelity organization with dedicated block chain expertise to deliver a completely new offering for investors. Fidelity Investments is one of the world’s largest and most diversified financial services providers with more than $7.3 trillion in client assets under administration. Learn more at http://fidelitydigitalassets.com.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
Do you enjoy solving complex problems, designing elegant solutions, and improving how systems and teams work together? We are seeking a Director to join the Equity Product and Trading Solutions team at FCM. In this role, you will help drive the development and evolution of our core electronic trading infrastructure, including order management and routing, FIX connectivity, market data, and risk controls. A key focus of this position will be leading the buildout of critical capabilities for a new equity trading offering targeted at our professional (pro) client segment, partnering closely with internal stakeholders from early concept through delivery and launch. As an integral member of the product team, you will work closely with technology, trading consultants, operations, risk, compliance, legal, data science, and other internal partners to deliver scalable, differentiated electronic trading solutions for the pro client segment
The Expertise and Skills You Bring
The Team
The Product and Trading solutions mission is to build resilient, automated trading products that create a frictionless client experience, power new business opportunities, and manage risk for responsible, scalable growth. A best-in-class trading infrastructure and superior risk management capabilities are critical to delivering an exceptional client experience. Our team designs and builds the capabilities that power clients’ unique trading needs, while also delivering the tools internal teams require to support order flow efficiently, reliably, and at scale.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
Do you enjoy solving complex problems, designing elegant solutions, and improving how systems and teams work together? We are seeking a Director to join the Equity Product and Trading Solutions team at FCM. In this role, you will help drive the development and evolution of our core electronic trading infrastructure, including order management and routing, FIX connectivity, market data, and risk controls. A key focus of this position will be leading the buildout of critical capabilities for a new equity trading offering targeted at our professional (pro) client segment, partnering closely with internal stakeholders from early concept through delivery and launch. As an integral member of the product team, you will work closely with technology, trading consultants, operations, risk, compliance, legal, data science, and other internal partners to deliver scalable, differentiated electronic trading solutions for the pro client segment
The Expertise and Skills You Bring
The Team
The Product and Trading solutions mission is to build resilient, automated trading products that create a frictionless client experience, power new business opportunities, and manage risk for responsible, scalable growth. A best-in-class trading infrastructure and superior risk management capabilities are critical to delivering an exceptional client experience. Our team designs and builds the capabilities that power clients’ unique trading needs, while also delivering the tools internal teams require to support order flow efficiently, reliably, and at scale.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Principal Fraud Protection and Controls Analyst
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Fidelity Investments has an opening for a Principal Fraud Protection and Controls Analyst role that presents an outstanding opportunity to further an individual’s career in cybersecurity and customer protection at one of the top financial services companies in America in a highly visible and impactful role. In this role you will help develop, assess, document, and monitor controls that detect, prevent, and respond to customer account fraud. You will work with business and technology development partners on strategies to identify and mitigate fraud-related risks. Fidelity is a recognized leader in the protection of customer data and accounts and is looking for an experienced technology risk and controls cyber professional to support and advance this critical program. This includes:
Partners with Cyber, Fraud, Risk, and Business & Technology teams to design, document, assess, monitor, and implement controls that mitigate customer account fraud.
Apply a proven grasp of information technology processes and controls and a broad understanding of fraud and cyber risks.
Communicate internal and industry fraud trends and standard processes helping to ensure Fidelity meets evolving client expectations in these areas.
Understanding, detailing and communicating status of projects within programs. Call out and communicate identified incidents or risks to the leadership team.
You will have the opportunity to engage and form relationships across business units including technology, cybersecurity, business operations, customer contact centers, experience design, fraud intelligence and risk management groups.
The Expertise and Skills You Bring
Bachelor’s Degree or equivalent experience in Cybersecurity, Fraud, Risk, Audit, Technology, or an equivalent area of study. Professional technology risk certifications (CISSP, CISM) preferred.
Proven experience in risk management and control processes with demonstrated knowledge of cybersecurity and/or fraud industry standards and best practices
Robust critical thinking and analytical skills in a constantly evolving threat landscape.
Excellent relationship building and written/verbal communication skills.
The Team
You will support the Workplace Investing Customer Fraud Protection team, a component of the Customer Protection function within WI Technology. Our goal is to protect the Workplace community of thousands of plan sponsors and millions of participants and continue to advance Fidelity as a global leader in cybersecurity, data privacy, and fraud prevention.
As a member of Customer Protection, you would be joining a culture that is defined by how our team member's work. We:
Are trusted, collaborative partners who are engaged and transparent.
Are security subject matter experts and continuous learners that are passionate about protecting our customers.
Take personal accountability for quality & timely delivery of our services.
Demonstrate inclusion and empathy where everyone feels safe to be their authentic selves.
Foster associates’ well-being by supporting work-life balance and guilt-free time off.
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.
Company Overview
At Fidelity, we are passionate about 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 will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Principal Fraud Protection and Controls Analyst
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Fidelity Investments has an opening for a Principal Fraud Protection and Controls Analyst role that presents an outstanding opportunity to further an individual’s career in cybersecurity and customer protection at one of the top financial services companies in America in a highly visible and impactful role. In this role you will help develop, assess, document, and monitor controls that detect, prevent, and respond to customer account fraud. You will work with business and technology development partners on strategies to identify and mitigate fraud-related risks. Fidelity is a recognized leader in the protection of customer data and accounts and is looking for an experienced technology risk and controls cyber professional to support and advance this critical program. This includes:
Partners with Cyber, Fraud, Risk, and Business & Technology teams to design, document, assess, monitor, and implement controls that mitigate customer account fraud.
Apply a proven grasp of information technology processes and controls and a broad understanding of fraud and cyber risks.
Communicate internal and industry fraud trends and standard processes helping to ensure Fidelity meets evolving client expectations in these areas.
Understanding, detailing and communicating status of projects within programs. Call out and communicate identified incidents or risks to the leadership team.
You will have the opportunity to engage and form relationships across business units including technology, cybersecurity, business operations, customer contact centers, experience design, fraud intelligence and risk management groups.
The Expertise and Skills You Bring
Bachelor’s Degree or equivalent experience in Cybersecurity, Fraud, Risk, Audit, Technology, or an equivalent area of study. Professional technology risk certifications (CISSP, CISM) preferred.
Proven experience in risk management and control processes with demonstrated knowledge of cybersecurity and/or fraud industry standards and best practices
Robust critical thinking and analytical skills in a constantly evolving threat landscape.
Excellent relationship building and written/verbal communication skills.
The Team
You will support the Workplace Investing Customer Fraud Protection team, a component of the Customer Protection function within WI Technology. Our goal is to protect the Workplace community of thousands of plan sponsors and millions of participants and continue to advance Fidelity as a global leader in cybersecurity, data privacy, and fraud prevention.
As a member of Customer Protection, you would be joining a culture that is defined by how our team member's work. We:
Are trusted, collaborative partners who are engaged and transparent.
Are security subject matter experts and continuous learners that are passionate about protecting our customers.
Take personal accountability for quality & timely delivery of our services.
Demonstrate inclusion and empathy where everyone feels safe to be their authentic selves.
Foster associates’ well-being by supporting work-life balance and guilt-free time off.
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.
Company Overview
At Fidelity, we are passionate about 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 will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Manager, Fraud Detection and Analytics
The Role
The Fraud Detection Analytics Team is responsible for ensuring that fraudulent events—such as account logins, account openings, and payment attempts—occurring on Fidelity’s platform are detected and mitigated in a timely manner. The team leverages a combination of vendor and internally developed tools and models to enable real-time detection and interdiction at various stages of the customer lifecycle.
You will work closely with data scientists, fraud strategists, and business stakeholders to support real-time fraud detection and prevention strategies. Your work will focus on identifying fraud and scam schemes and implementing detection solutions to mitigate risk, using advanced analytics and data analysis tools. Key responsibilities include:
Analyze complex datasets to identify risk signals related to cryptocurrency and scams involving money movement.
Use Python, SQL, and analytical tools to analyze large, complex, and unstructured datasets and extract actionable insights.
Implement fraud detection strategies in a real-time fraud decisioning engine.
Support anomaly detection efforts to identify coordinated fraud attacks and organized fraud rings.
Communicate insights clearly and effectively to influence stakeholders and drive product changes.
Collaborate across business units to drive data-informed strategies for fraud detection.
Contribute to the continuous improvement of the fraud detection program, through rule and model refinement, fraud hunting, and data discovery.
The Expertise and Skills You Bring
Bachelor's with 5 plus years or Master's with 3 plus years of experience in data analytics, preferably in fraud detection, cybersecurity, or risk domains.
Strong proficiency in Python and SQL for data analysis and automation.
Experience working with large-scale datasets and analytical platforms.
Skilled in using analytics tools (e.g., dashboards, statistical packages, data visualization platforms) and predictive statistics to perform advanced analytics and uncover actionable insights.
Ability to translate complex data into clear, actionable insights.
Strong communication and collaboration skills to work across teams and influence decisions.
Experience in anomaly detection, fraud/scams analytics, or crypto is a plus.
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.
Manager, Fraud Detection and Analytics
The Role
The Fraud Detection Analytics Team is responsible for ensuring that fraudulent events—such as account logins, account openings, and payment attempts—occurring on Fidelity’s platform are detected and mitigated in a timely manner. The team leverages a combination of vendor and internally developed tools and models to enable real-time detection and interdiction at various stages of the customer lifecycle.
You will work closely with data scientists, fraud strategists, and business stakeholders to support real-time fraud detection and prevention strategies. Your work will focus on identifying fraud and scam schemes and implementing detection solutions to mitigate risk, using advanced analytics and data analysis tools. Key responsibilities include:
Analyze complex datasets to identify risk signals related to cryptocurrency and scams involving money movement.
Use Python, SQL, and analytical tools to analyze large, complex, and unstructured datasets and extract actionable insights.
Implement fraud detection strategies in a real-time fraud decisioning engine.
Support anomaly detection efforts to identify coordinated fraud attacks and organized fraud rings.
Communicate insights clearly and effectively to influence stakeholders and drive product changes.
Collaborate across business units to drive data-informed strategies for fraud detection.
Contribute to the continuous improvement of the fraud detection program, through rule and model refinement, fraud hunting, and data discovery.
The Expertise and Skills You Bring
Bachelor's with 5 plus years or Master's with 3 plus years of experience in data analytics, preferably in fraud detection, cybersecurity, or risk domains.
Strong proficiency in Python and SQL for data analysis and automation.
Experience working with large-scale datasets and analytical platforms.
Skilled in using analytics tools (e.g., dashboards, statistical packages, data visualization platforms) and predictive statistics to perform advanced analytics and uncover actionable insights.
Ability to translate complex data into clear, actionable insights.
Strong communication and collaboration skills to work across teams and influence decisions.
Experience in anomaly detection, fraud/scams analytics, or crypto is a plus.
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.
Manager, Fraud Detection and Analytics
The Role
The Fraud Detection Analytics Team is responsible for ensuring that fraudulent events—such as account logins, account openings, and payment attempts—occurring on Fidelity’s platform are detected and mitigated in a timely manner. The team leverages a combination of vendor and internally developed tools and models to enable real-time detection and interdiction at various stages of the customer lifecycle.
You will work closely with data scientists, fraud strategists, and business stakeholders to support real-time fraud detection and prevention strategies. Your work will focus on identifying fraud and scam schemes and implementing detection solutions to mitigate risk, using advanced analytics and data analysis tools. Key responsibilities include:
Analyze complex datasets to identify risk signals related to cryptocurrency and scams involving money movement.
Use Python, SQL, and analytical tools to analyze large, complex, and unstructured datasets and extract actionable insights.
Implement fraud detection strategies in a real-time fraud decisioning engine.
Support anomaly detection efforts to identify coordinated fraud attacks and organized fraud rings.
Communicate insights clearly and effectively to influence stakeholders and drive product changes.
Collaborate across business units to drive data-informed strategies for fraud detection.
Contribute to the continuous improvement of the fraud detection program, through rule and model refinement, fraud hunting, and data discovery.
The Expertise and Skills You Bring
Bachelor's with 5 plus years or Master's with 3 plus years of experience in data analytics, preferably in fraud detection, cybersecurity, or risk domains.
Strong proficiency in Python and SQL for data analysis and automation.
Experience working with large-scale datasets and analytical platforms.
Skilled in using analytics tools (e.g., dashboards, statistical packages, data visualization platforms) and predictive statistics to perform advanced analytics and uncover actionable insights.
Ability to translate complex data into clear, actionable insights.
Strong communication and collaboration skills to work across teams and influence decisions.
Experience in anomaly detection, fraud/scams analytics, or crypto is a plus.
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.
The Role
Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!
What to expect…
As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:
1. Licensing Preparation
In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! (Learn More)
2. Skill Development
In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
3. Proficiency
As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Our Greatest Asset is Our People
We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!
What to expect…
As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:
1. Licensing Preparation
In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! (Learn More)
2. Skill Development
In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
3. Proficiency
As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Our Greatest Asset is Our People
We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.
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.
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.
]]>Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?
Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.
Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.
What to expect…
As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you
Advantages of Fidelity’s LAP journey…
You are learning. An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.
You can explore. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!
You get exposure. Understand what our culture is like and the impact we have in our communities and regions.
You are growing. From week one in the program, receive the support and structure to help you prepare for the SIE® exam & explore a future at Fidelity.
Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Westlake site.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm CST and post training must be able to work an 8hr shift between the hours of 7:30am – 11:00pm CST
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
New York City, Roslyn, Plainview, Garden City, Lake Grove, Scarsdale, Chappaqua, Greenwich, CT, Stanford, CT, Fairfield, CT
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri- State area! While you will work from home, you must reside near the Greater Tri- State area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
New York City, Roslyn, Plainview, Garden City, Lake Grove, Scarsdale, Chappaqua, Greenwich, CT, Stanford, CT, Fairfield, CT
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri- State area! While you will work from home, you must reside near the Greater Tri- State area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
New York City, Roslyn, Plainview, Garden City, Lake Grove, Scarsdale, Chappaqua, Greenwich, CT, Stanford, CT, Fairfield, CT
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri- State area! While you will work from home, you must reside near the Greater Tri- State area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
New York City, Roslyn, Plainview, Garden City, Lake Grove, Scarsdale, Chappaqua, Greenwich, CT, Stanford, CT, Fairfield, CT
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri- State area! While you will work from home, you must reside near the Greater Tri- State area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
New York City, Roslyn, Plainview, Garden City, Lake Grove, Scarsdale, Chappaqua, Greenwich, CT, Stanford, CT, Fairfield, CT
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri- State area! While you will work from home, you must reside near the Greater Tri- State area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
New York City, Roslyn, Plainview, Garden City, Lake Grove, Scarsdale, Chappaqua, Greenwich, CT, Stanford, CT, Fairfield, CT
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri- State area! While you will work from home, you must reside near the Greater Tri- State area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
New York City, Roslyn, Plainview, Garden City, Lake Grove, Scarsdale, Chappaqua, Greenwich, CT, Stanford, CT, Fairfield, CT
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri- State area! While you will work from home, you must reside near the Greater Tri- State area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
New York City, Roslyn, Plainview, Garden City, Lake Grove, Scarsdale, Chappaqua, Greenwich, CT, Stanford, CT, Fairfield, CT
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri- State area! While you will work from home, you must reside near the Greater Tri- State area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
New York City, Roslyn, Plainview, Garden City, Lake Grove, Scarsdale, Chappaqua, Greenwich, CT, Stanford, CT, Fairfield, CT
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri- State area! While you will work from home, you must reside near the Greater Tri- State area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
New York City, Roslyn, Plainview, Garden City, Lake Grove, Scarsdale, Chappaqua, Greenwich, CT, Stanford, CT, Fairfield, CT
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri- State area! While you will work from home, you must reside near the Greater Tri- State area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
New York City, Roslyn, Plainview, Garden City, Lake Grove, Scarsdale, Chappaqua, Greenwich, CT, Stanford, CT, Fairfield, CT
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri- State area! While you will work from home, you must reside near the Greater Tri- State area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
The Villages, Winter Park
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Orlando Metro area! While you will work from home, you must reside near the Greater Orlando area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist , you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
The Villages, Winter Park
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Orlando Metro area! While you will work from home, you must reside near the Greater Orlando area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist , you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
San Jose - Cam, Los Gatos, Sunnyvale, Mountain View, North San Jose, Palo Alto
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
San Jose - Cam, Los Gatos, Sunnyvale, Mountain View, North San Jose, Palo Alto
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
San Jose - Cam, Los Gatos, Sunnyvale, Mountain View, North San Jose, Palo Alto
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
San Jose - Cam, Los Gatos, Sunnyvale, Mountain View, North San Jose, Palo Alto
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
San Jose - Cam, Los Gatos, Sunnyvale, Mountain View, North San Jose, Palo Alto
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
San Jose - Cam, Los Gatos, Sunnyvale, Mountain View, North San Jose, Palo Alto
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
San Jose - Cam, Los Gatos, Sunnyvale, Mountain View, North San Jose, Palo Alto
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Edina, Oakdale, Minnetonka, Brookfield, Middleton
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Pittsburgh, Pitt - South Hills
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Pittsburgh, Pitt - South Hills
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are searching for an experienced actuarial consultant interested in building a career in a team centric fast paced consulting environment!
Providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs.
Reviewing and Leading annual pension valuations for clients and other projects such as plan terminations, mergers & acquisitions, compliance, plan amendments and plan designs.
Training associates and analysts to ensure continued development of the staff.
Handling client budgets and setting expectations and client deadlines. Provide comprehensive documentation on your clients.
Preparing responses to RFPs and RFIs for new prospects and participate in new business meetings with prospects as needed.
Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients
The Expertise and Skills You Bring
A.S.A., E.A. or F.S.A., E.A. credentials
5-10+ years of experience in a pension and/or benefit consulting firm
You are knowledgeable in benefit program design, legislative, accounting and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS).
You have proven interpersonal and leadership skills including the ability to build relationships at multiple organizational levels
You have outstanding collaboration skills and demonstrate experience in leading enhanced client relationships
You have strong critical thinking and problem-solving skills
You are a leader with self-motivation and determination to succeed
You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment
You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are searching for an experienced actuarial consultant interested in building a career in a team centric fast paced consulting environment!
Providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs.
Reviewing and Leading annual pension valuations for clients and other projects such as plan terminations, mergers & acquisitions, compliance, plan amendments and plan designs.
Training associates and analysts to ensure continued development of the staff.
Handling client budgets and setting expectations and client deadlines. Provide comprehensive documentation on your clients.
Preparing responses to RFPs and RFIs for new prospects and participate in new business meetings with prospects as needed.
Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients
The Expertise and Skills You Bring
A.S.A., E.A. or F.S.A., E.A. credentials
5-10+ years of experience in a pension and/or benefit consulting firm
You are knowledgeable in benefit program design, legislative, accounting and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS).
You have proven interpersonal and leadership skills including the ability to build relationships at multiple organizational levels
You have outstanding collaboration skills and demonstrate experience in leading enhanced client relationships
You have strong critical thinking and problem-solving skills
You are a leader with self-motivation and determination to succeed
You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment
You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are searching for an experienced actuarial consultant interested in building a career in a team centric fast paced consulting environment!
Providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs.
Reviewing and Leading annual pension valuations for clients and other projects such as plan terminations, mergers & acquisitions, compliance, plan amendments and plan designs.
Training associates and analysts to ensure continued development of the staff.
Handling client budgets and setting expectations and client deadlines. Provide comprehensive documentation on your clients.
Preparing responses to RFPs and RFIs for new prospects and participate in new business meetings with prospects as needed.
Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients
The Expertise and Skills You Bring
A.S.A., E.A. or F.S.A., E.A. credentials
5-10+ years of experience in a pension and/or benefit consulting firm
You are knowledgeable in benefit program design, legislative, accounting and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS).
You have proven interpersonal and leadership skills including the ability to build relationships at multiple organizational levels
You have outstanding collaboration skills and demonstrate experience in leading enhanced client relationships
You have strong critical thinking and problem-solving skills
You are a leader with self-motivation and determination to succeed
You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment
You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are searching for an experienced actuarial consultant interested in building a career in a team centric fast paced consulting environment!
Providing advice to Chief Financial Officers and Human Resource Officers of mid to large size companies regarding their retirement and other benefit programs.
Reviewing and Leading annual pension valuations for clients and other projects such as plan terminations, mergers & acquisitions, compliance, plan amendments and plan designs.
Training associates and analysts to ensure continued development of the staff.
Handling client budgets and setting expectations and client deadlines. Provide comprehensive documentation on your clients.
Preparing responses to RFPs and RFIs for new prospects and participate in new business meetings with prospects as needed.
Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients
The Expertise and Skills You Bring
A.S.A., E.A. or F.S.A., E.A. credentials
5-10+ years of experience in a pension and/or benefit consulting firm
You are knowledgeable in benefit program design, legislative, accounting and regulatory requirements (ERISA/PPA/IRS/DOL/PBGC/FAS).
You have proven interpersonal and leadership skills including the ability to build relationships at multiple organizational levels
You have outstanding collaboration skills and demonstrate experience in leading enhanced client relationships
You have strong critical thinking and problem-solving skills
You are a leader with self-motivation and determination to succeed
You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment
You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Product Manager
Note: Fidelity will not provide immigration sponsorship for this position.
We are seeking a product manager to join the growing product team for Fidelity’s private company equity management platform, Fidelity Private Shares, within Fidelity Labs. We are passionate about what we do and build products that tackle real world complexity. Our team delivers innovative technology, robust industry experience and expertise, and seamless service to our customers.
In this key role, you will influence the broader strategic decisions and roadmaps, ensure alignment of development work through ongoing planning and prioritization, iteration, and innovation, and bring teams together to drive results. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring fresh thinking to your role.
You’ll be responsible for a range of Product Management activities, including:
The Expertise and Skills You Bring
The Team
Fidelity Labs is Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building new technology, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. Learn more at labs.fidelity.com.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Product Manager
Note: Fidelity will not provide immigration sponsorship for this position.
We are seeking a product manager to join the growing product team for Fidelity’s private company equity management platform, Fidelity Private Shares, within Fidelity Labs. We are passionate about what we do and build products that tackle real world complexity. Our team delivers innovative technology, robust industry experience and expertise, and seamless service to our customers.
In this key role, you will influence the broader strategic decisions and roadmaps, ensure alignment of development work through ongoing planning and prioritization, iteration, and innovation, and bring teams together to drive results. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring fresh thinking to your role.
You’ll be responsible for a range of Product Management activities, including:
The Expertise and Skills You Bring
The Team
Fidelity Labs is Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building new technology, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. Learn more at labs.fidelity.com.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Product Manager
Note: Fidelity will not provide immigration sponsorship for this position.
We are seeking a product manager to join the growing product team for Fidelity’s private company equity management platform, Fidelity Private Shares, within Fidelity Labs. We are passionate about what we do and build products that tackle real world complexity. Our team delivers innovative technology, robust industry experience and expertise, and seamless service to our customers.
In this key role, you will influence the broader strategic decisions and roadmaps, ensure alignment of development work through ongoing planning and prioritization, iteration, and innovation, and bring teams together to drive results. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring fresh thinking to your role.
You’ll be responsible for a range of Product Management activities, including:
The Expertise and Skills You Bring
The Team
Fidelity Labs is Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building new technology, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. Learn more at labs.fidelity.com.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Product Manager
Note: Fidelity will not provide immigration sponsorship for this position.
We are seeking a product manager to join the growing product team for Fidelity’s private company equity management platform, Fidelity Private Shares, within Fidelity Labs. We are passionate about what we do and build products that tackle real world complexity. Our team delivers innovative technology, robust industry experience and expertise, and seamless service to our customers.
In this key role, you will influence the broader strategic decisions and roadmaps, ensure alignment of development work through ongoing planning and prioritization, iteration, and innovation, and bring teams together to drive results. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring fresh thinking to your role.
You’ll be responsible for a range of Product Management activities, including:
The Expertise and Skills You Bring
The Team
Fidelity Labs is Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building new technology, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. Learn more at labs.fidelity.com.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
The Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
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.
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.
As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs.
The Expertise We’re Looking For
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
The Purpose of Your Role
The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. 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 rewarding interactions with clients every single day!
The Skills You Bring
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
You have a vested interest in building relationships and being an advocate for clients
You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
Comfort making outbound calls to further educate clients and uncover opportunities
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)
Click here for a story about how we are helping our employee’s payback their student loan debt(opens in a new tab)
The Value You Deliver
Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering
Educating and planning with clients to uncover opportunities that will lead to the client’s success
Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce
Building long-lasting, meaningful relationships with clients
Mentoring and supporting the success of your peers
How Your Work Impacts the Organization
Through your knowledge of financial planning and your ability to build 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.
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.
]]>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Financial services experience preferably in financial planning
Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build 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 planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!
Thorough 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
You have a vested interest in building relationships and being an advocate for clients
You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship
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!
Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering
Educating and planning with clients to uncover opportunities that will lead to the client’s success
Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce
Building long-lasting, meaningful relationships with clients
Mentoring and supporting the success of your peers
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position.
The Role
The Director, Engineering – Leader within Corporate Services Technology, supporting Legal Strategy and Shared Services (LS3), is a senior engineering leader accountable for the technical direction, delivery, and operational excellence of Legal technology platforms. This role directly manages software engineers and works closely with engineering teams to design, build, integrate, and operate secure, scalable solutions. The role partners with Legal leadership, architects, and vendors, and is grounded in software engineering excellence, modern architecture, and reliable execution supporting discovery, litigation support, legal operations, and shared services.
The Expertise You Have
Deep software engineering leadership experience delivering enterprise platforms in regulated environments.
Experience directly managing engineers responsible for full lifecycle delivery, including design, development, testing, deployment, and production support.
Strong engineering background across full-stack development, including modern front-end frameworks (e.g., Angular), back-end services (Java, APIs, microservices), and relational databases such as Oracle.
Demonstrated experience with cloud-native architectures, including application deployment and operations on AWS, CI/CD pipelines, and containerized environments.
Experience managing vendor and platform partnerships, aligning roadmaps, integrations using APIs, event-driven, and secure integration patterns, and operational expectations to Legal priorities
Strong understanding of secure engineering practices, data governance, records retention, and compliance controls required for Legal and regulatory systems.
Experience building or operating systems supporting high-risk domains such as eDiscovery, legal holds, matter management, eBilling, document management, or regulatory workflows.
Proven partnership experience with Legal, Risk, Compliance, and Corporate Services stakeholders, framing complex technical topics as decisions, risks, and options, while maintaining strong engineering standards.
The Skills You Bring
Hands-on engineering leadership capability, including reviewing designs, guiding implementation approaches, and coaching engineers on code quality, architecture, and operational readiness.
Ability to design and evolve scalable, maintainable systems while balancing delivery commitments and technical debt.
Strong execution leadership skills, including sprint planning, driving cross-team alignment on dependencies, risks, and release readiness, and maintaining predictable delivery across multiple initiatives
Comfort operating across the full software development lifecycle, from early requirements through post-release support and incident management.
Ability to partner effectively with architects, platform teams, and security partners to align solutions with enterprise standards.
Clear and confident communication skills to explain complex technical topics to Legal partners and senior leaders.
Change leadership mindset that promotes adoption of modern engineering practices, automation, and continuous improvement.
The Value You Deliver
Deliver reliable, high-quality Legal technology platforms built on modern engineering practices and architectures.
Improve platform stability, scalability, and delivery predictability through strong engineering discipline and hands-on leadership.
Reduce operational and regulatory risk by ensuring systems are secure, well-governed, and production-ready.
Elevate engineering capabilities through technical mentorship, coaching, and accountability for outcomes.
Enable Legal Strategy and Shared Services and Corporate Services to achieve strategic objectives with technology that is resilient, scalable, and fit for purpose.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position.
The Role
The Director, Engineering – Leader within Corporate Services Technology, supporting Legal Strategy and Shared Services (LS3), is a senior engineering leader accountable for the technical direction, delivery, and operational excellence of Legal technology platforms. This role directly manages software engineers and works closely with engineering teams to design, build, integrate, and operate secure, scalable solutions. The role partners with Legal leadership, architects, and vendors, and is grounded in software engineering excellence, modern architecture, and reliable execution supporting discovery, litigation support, legal operations, and shared services.
The Expertise You Have
Deep software engineering leadership experience delivering enterprise platforms in regulated environments.
Experience directly managing engineers responsible for full lifecycle delivery, including design, development, testing, deployment, and production support.
Strong engineering background across full-stack development, including modern front-end frameworks (e.g., Angular), back-end services (Java, APIs, microservices), and relational databases such as Oracle.
Demonstrated experience with cloud-native architectures, including application deployment and operations on AWS, CI/CD pipelines, and containerized environments.
Experience managing vendor and platform partnerships, aligning roadmaps, integrations using APIs, event-driven, and secure integration patterns, and operational expectations to Legal priorities
Strong understanding of secure engineering practices, data governance, records retention, and compliance controls required for Legal and regulatory systems.
Experience building or operating systems supporting high-risk domains such as eDiscovery, legal holds, matter management, eBilling, document management, or regulatory workflows.
Proven partnership experience with Legal, Risk, Compliance, and Corporate Services stakeholders, framing complex technical topics as decisions, risks, and options, while maintaining strong engineering standards.
The Skills You Bring
Hands-on engineering leadership capability, including reviewing designs, guiding implementation approaches, and coaching engineers on code quality, architecture, and operational readiness.
Ability to design and evolve scalable, maintainable systems while balancing delivery commitments and technical debt.
Strong execution leadership skills, including sprint planning, driving cross-team alignment on dependencies, risks, and release readiness, and maintaining predictable delivery across multiple initiatives
Comfort operating across the full software development lifecycle, from early requirements through post-release support and incident management.
Ability to partner effectively with architects, platform teams, and security partners to align solutions with enterprise standards.
Clear and confident communication skills to explain complex technical topics to Legal partners and senior leaders.
Change leadership mindset that promotes adoption of modern engineering practices, automation, and continuous improvement.
The Value You Deliver
Deliver reliable, high-quality Legal technology platforms built on modern engineering practices and architectures.
Improve platform stability, scalability, and delivery predictability through strong engineering discipline and hands-on leadership.
Reduce operational and regulatory risk by ensuring systems are secure, well-governed, and production-ready.
Elevate engineering capabilities through technical mentorship, coaching, and accountability for outcomes.
Enable Legal Strategy and Shared Services and Corporate Services to achieve strategic objectives with technology that is resilient, scalable, and fit for purpose.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position.
The Role
The Director, Engineering – Leader within Corporate Services Technology, supporting Legal Strategy and Shared Services (LS3), is a senior engineering leader accountable for the technical direction, delivery, and operational excellence of Legal technology platforms. This role directly manages software engineers and works closely with engineering teams to design, build, integrate, and operate secure, scalable solutions. The role partners with Legal leadership, architects, and vendors, and is grounded in software engineering excellence, modern architecture, and reliable execution supporting discovery, litigation support, legal operations, and shared services.
The Expertise You Have
Deep software engineering leadership experience delivering enterprise platforms in regulated environments.
Experience directly managing engineers responsible for full lifecycle delivery, including design, development, testing, deployment, and production support.
Strong engineering background across full-stack development, including modern front-end frameworks (e.g., Angular), back-end services (Java, APIs, microservices), and relational databases such as Oracle.
Demonstrated experience with cloud-native architectures, including application deployment and operations on AWS, CI/CD pipelines, and containerized environments.
Experience managing vendor and platform partnerships, aligning roadmaps, integrations using APIs, event-driven, and secure integration patterns, and operational expectations to Legal priorities
Strong understanding of secure engineering practices, data governance, records retention, and compliance controls required for Legal and regulatory systems.
Experience building or operating systems supporting high-risk domains such as eDiscovery, legal holds, matter management, eBilling, document management, or regulatory workflows.
Proven partnership experience with Legal, Risk, Compliance, and Corporate Services stakeholders, framing complex technical topics as decisions, risks, and options, while maintaining strong engineering standards.
The Skills You Bring
Hands-on engineering leadership capability, including reviewing designs, guiding implementation approaches, and coaching engineers on code quality, architecture, and operational readiness.
Ability to design and evolve scalable, maintainable systems while balancing delivery commitments and technical debt.
Strong execution leadership skills, including sprint planning, driving cross-team alignment on dependencies, risks, and release readiness, and maintaining predictable delivery across multiple initiatives
Comfort operating across the full software development lifecycle, from early requirements through post-release support and incident management.
Ability to partner effectively with architects, platform teams, and security partners to align solutions with enterprise standards.
Clear and confident communication skills to explain complex technical topics to Legal partners and senior leaders.
Change leadership mindset that promotes adoption of modern engineering practices, automation, and continuous improvement.
The Value You Deliver
Deliver reliable, high-quality Legal technology platforms built on modern engineering practices and architectures.
Improve platform stability, scalability, and delivery predictability through strong engineering discipline and hands-on leadership.
Reduce operational and regulatory risk by ensuring systems are secure, well-governed, and production-ready.
Elevate engineering capabilities through technical mentorship, coaching, and accountability for outcomes.
Enable Legal Strategy and Shared Services and Corporate Services to achieve strategic objectives with technology that is resilient, scalable, and fit for purpose.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>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 identifying opportunities to deepen 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.
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.
The Role
The Senior Analyst, Corporate Actions provides critical production support within the Global Corporate Actions Team. In this role, you will manage daily operational responsibilities including client inquiry resolution, project and process improvement initiatives, risk management activities, and the intake and implementation of new products and services—such as fund launches and event oversight. You will also perform additional tasks that support the broader Production teams.
This position requires frequent engagement with partners across the Fidelity organization, representing the business effectively to internal stakeholders, external clients, and key business partners.
The Expertise and Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Global Corporate Actions team oversees all aspects of corporate action research and processing for assets across approximately $2 trillion in assets under management. This includes corporate actions that may impact securities valued at more than $1 billion at any given time.
As part of the Global Middle Office, the team serves as a centralized support hub for FMR Co.’s global trading desks—facilitating trade confirmation and settlement with brokers and custodians, delivering daily cash estimates to Trading, coordinating corporate action elections, ensuring timely income collection for the Funds, resolving complex position breaks, and supporting securities lending operations.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Engineering Leader, Grade 6
The Role and the Team
IWMS (Institutional Wealth Management Services) is seeking a Full Stack Engineering Leader to drive development and enhancement of client-facing Trading capabilities. This role will be responsible for delivering high-quality technology solutions through close collaboration with architects, technologists, and business partners. As a technical leader, you will play a critical role in resolving complex challenges, ensuring timely and accurate product delivery, and contributing to the IWMS strategic mission. As a key member of the technology leadership team, you will help foster a high-performing engineering culture built on innovation, collaboration, and continuous improvement. You’ll champion an inclusive and energized environment, elevate leadership across all levels, and promote alignment with enterprise standards while empowering your teams to succeed.
The Expertise and Skills You Bring
Experience leading, coaching, mentoring, and developing people and teams in a geographically dispersed agile organization.
7+ years of technical hands-on experience building scalable enterprise applications including UI, API, Database, and Cloud.
Practical experience with software engineering fundamentals and tools such as requirements analysis and documentation (Jira), system design, API integration (SOAP/REST), cloud architecture, CI/CD pipelines (Jenkins), version control (GitHub), agile and scrum methodologies, stakeholder communication, and aligning technical deliverables with business goals.
Proven ability to lead technical teams and drive delivery.
Brokerage experience and familiarity with Trading capabilities strongly preferred.
Technology leadership, critical thinking, and influencing skills across diverse organizational structures.
Strong commitment to quality, documentation, and engineering excellence.
Proven experience in technical design and estimation, ensuring alignment with enterprise architecture and governance controls.
Broad knowledge of technology standards and best practices including accessibility, design principles, security, reliability, resilience, performance, etc.
Excellent interpersonal and communication skills to build and maintain strong cross-functional relationships at all levels of the organization.
Decision making experience using a data-focused approach in day-to-day leadership situations and strategic tradeoff analyses.
Intellectual curiosity and passion to learn new skills and model a culture of continuous learning, mentoring, and coaching.
Bachelor’s degree in Computer Science, Information Technology, or related field.
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.
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.
]]>Engineering Leader, Grade 6
The Role and the Team
IWMS (Institutional Wealth Management Services) is seeking a Full Stack Engineering Leader to drive development and enhancement of client-facing Trading capabilities. This role will be responsible for delivering high-quality technology solutions through close collaboration with architects, technologists, and business partners. As a technical leader, you will play a critical role in resolving complex challenges, ensuring timely and accurate product delivery, and contributing to the IWMS strategic mission. As a key member of the technology leadership team, you will help foster a high-performing engineering culture built on innovation, collaboration, and continuous improvement. You’ll champion an inclusive and energized environment, elevate leadership across all levels, and promote alignment with enterprise standards while empowering your teams to succeed.
The Expertise and Skills You Bring
Experience leading, coaching, mentoring, and developing people and teams in a geographically dispersed agile organization.
7+ years of technical hands-on experience building scalable enterprise applications including UI, API, Database, and Cloud.
Practical experience with software engineering fundamentals and tools such as requirements analysis and documentation (Jira), system design, API integration (SOAP/REST), cloud architecture, CI/CD pipelines (Jenkins), version control (GitHub), agile and scrum methodologies, stakeholder communication, and aligning technical deliverables with business goals.
Proven ability to lead technical teams and drive delivery.
Brokerage experience and familiarity with Trading capabilities strongly preferred.
Technology leadership, critical thinking, and influencing skills across diverse organizational structures.
Strong commitment to quality, documentation, and engineering excellence.
Proven experience in technical design and estimation, ensuring alignment with enterprise architecture and governance controls.
Broad knowledge of technology standards and best practices including accessibility, design principles, security, reliability, resilience, performance, etc.
Excellent interpersonal and communication skills to build and maintain strong cross-functional relationships at all levels of the organization.
Decision making experience using a data-focused approach in day-to-day leadership situations and strategic tradeoff analyses.
Intellectual curiosity and passion to learn new skills and model a culture of continuous learning, mentoring, and coaching.
Bachelor’s degree in Computer Science, Information Technology, or related field.
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.
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.
]]>Senior Manager, Fraud Detection and Analytics
Fraud Risk & Control
The Role
The Fraud Risk and Control (FRC) Detection Team is responsible for identifying and mitigating fraudulent activity, focusing on unauthorized account access and suspicious behavior. The team uses a combination of vendor technologies and internally developed models to enable real-time detection and intervention across the customer lifecycle.
As a Senior Manager, Fraud Detection and Analytics, you will collaborate with data scientists, fraud strategists, and business stakeholders to support and enhance real-time fraud detection strategies. Your work will focus on uncovering patterns related to account takeovers, and coordinated fraud attacks using advanced analytics and large-scale data
Analyze complex datasets to detect patterns and trends related to account takeover and scam-related fraud.
Use Python, SQL, and other analytical tools to extract actionable insights from large volumes of data.
Evaluate and optimize vendor and internal tools to improve detection of fraudulent behaviors across digital experiences.
Support anomaly detection efforts to identify organized fraud rings and coordinated attacks.
Communicate findings clearly to influence stakeholders and guide fraud prevention strategies.
Partner with cross-functional teams to develop and refine fraud detection models, dashboards, and reporting tools.
Contribute to the continuous improvement of fraud analytics capabilities and operational effectiveness.
The Expertise and Skills You Bring
7+ years of experience in data analytics, preferably within fraud detection, risk management, or cybersecurity.
Strong proficiency in Python and SQL for data analysis and automation.
Experience working with large-scale datasets and modern data platforms.
Skilled in using analytics tools for statistical analysis, visualization, and reporting.
Familiarity with fraud detection methodologies, especially related to account compromise and scams.
Ability to translate complex data into clear, actionable insights for technical and non-technical audiences.
Strong communication and collaboration skills to work effectively across teams.
Experience in anomaly detection or behavioral analytics is a plus.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.
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.
]]>Senior Manager, Fraud Detection and Analytics
Fraud Risk & Control
The Role
The Fraud Risk and Control (FRC) Detection Team is responsible for identifying and mitigating fraudulent activity, focusing on unauthorized account access and suspicious behavior. The team uses a combination of vendor technologies and internally developed models to enable real-time detection and intervention across the customer lifecycle.
As a Senior Manager, Fraud Detection and Analytics, you will collaborate with data scientists, fraud strategists, and business stakeholders to support and enhance real-time fraud detection strategies. Your work will focus on uncovering patterns related to account takeovers, and coordinated fraud attacks using advanced analytics and large-scale data
Analyze complex datasets to detect patterns and trends related to account takeover and scam-related fraud.
Use Python, SQL, and other analytical tools to extract actionable insights from large volumes of data.
Evaluate and optimize vendor and internal tools to improve detection of fraudulent behaviors across digital experiences.
Support anomaly detection efforts to identify organized fraud rings and coordinated attacks.
Communicate findings clearly to influence stakeholders and guide fraud prevention strategies.
Partner with cross-functional teams to develop and refine fraud detection models, dashboards, and reporting tools.
Contribute to the continuous improvement of fraud analytics capabilities and operational effectiveness.
The Expertise and Skills You Bring
7+ years of experience in data analytics, preferably within fraud detection, risk management, or cybersecurity.
Strong proficiency in Python and SQL for data analysis and automation.
Experience working with large-scale datasets and modern data platforms.
Skilled in using analytics tools for statistical analysis, visualization, and reporting.
Familiarity with fraud detection methodologies, especially related to account compromise and scams.
Ability to translate complex data into clear, actionable insights for technical and non-technical audiences.
Strong communication and collaboration skills to work effectively across teams.
Experience in anomaly detection or behavioral analytics is a plus.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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
Principal AI Site Reliability Engineer, EI Production Services
The Role
The EI Production Services organization at Fidelity is seeking a strategic and proactive Principal AI Site Reliability Engineer (SRE). In this role, you will drive operational excellence, observability, and intelligent automation for mission-critical contact center applications supporting Wealth and Workplace Investing business units. You will lead efforts to reduce manual toil, enhance associate experience, and improve system reliability by leveraging AI-driven automation and industry best practices. This position requires a self-starter with strong communication skills, capable of identifying opportunities, leading cross-functional initiatives, and delivering measurable improvements in stability and efficiency.
Your work will transform the support model for critical contact center applications, reducing downtime and improving associate productivity. By driving AI-powered automation, observability, and proactive operations, you will enable faster triage, improved resiliency, and a superior experience for associates and customers.
The Expertise and Skills You Bring
Lead initiatives to advance observability, automation, and operational efficiency for critical associate-facing applications.
Drive proactive monitoring and AI-powered telemetry to minimize reactive incident response and accelerate resolution.
Collaborate with engineering and business leaders to prioritize and resolve issues impacting associate experience.
Implement automation and self-service capabilities to reduce manual intervention and improve reliability.
Establish and track SLIs/SLOs to measure and optimize system performance.
Communicate progress, outcomes, and technical concepts clearly to senior leadership and stakeholders.
10+ years in technology operations, systems engineering, or production support leadership.
Proven ability to deliver complex improvement initiatives in large-scale, high-availability environments.
Deep expertise in IT Service Management (ITSM), incident/problem management, and operational process optimization.
Advanced knowledge of observability and monitoring tools (OTEL, Splunk, DataDog, Prometheus, Grafana).
Experience leveraging AI and automation to drive efficiency and reliability.
Proficiency in scripting and automation (Python, Bash, PowerShell, or similar).
Strong understanding of On-Prem and Public Cloud (AWS/Azure/GCP) environments.
Familiarity with networking, load balancing, and security fundamentals.
Agile and DevOps mindset with experience in CI/CD and operational automation.
Exceptional communication, collaboration, and stakeholder management skills.
Data-driven approach to problem-solving and progress tracking.
Leadership excellence: ability to inspire, mentor, and guide teams toward operational excellence.
Optional certifications: ITIL, AWS, SRE-related credentials.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
Principal AI Site Reliability Engineer, EI Production Services
The Role
The EI Production Services organization at Fidelity is seeking a strategic and proactive Principal AI Site Reliability Engineer (SRE). In this role, you will drive operational excellence, observability, and intelligent automation for mission-critical contact center applications supporting Wealth and Workplace Investing business units. You will lead efforts to reduce manual toil, enhance associate experience, and improve system reliability by leveraging AI-driven automation and industry best practices. This position requires a self-starter with strong communication skills, capable of identifying opportunities, leading cross-functional initiatives, and delivering measurable improvements in stability and efficiency.
Your work will transform the support model for critical contact center applications, reducing downtime and improving associate productivity. By driving AI-powered automation, observability, and proactive operations, you will enable faster triage, improved resiliency, and a superior experience for associates and customers.
The Expertise and Skills You Bring
Lead initiatives to advance observability, automation, and operational efficiency for critical associate-facing applications.
Drive proactive monitoring and AI-powered telemetry to minimize reactive incident response and accelerate resolution.
Collaborate with engineering and business leaders to prioritize and resolve issues impacting associate experience.
Implement automation and self-service capabilities to reduce manual intervention and improve reliability.
Establish and track SLIs/SLOs to measure and optimize system performance.
Communicate progress, outcomes, and technical concepts clearly to senior leadership and stakeholders.
10+ years in technology operations, systems engineering, or production support leadership.
Proven ability to deliver complex improvement initiatives in large-scale, high-availability environments.
Deep expertise in IT Service Management (ITSM), incident/problem management, and operational process optimization.
Advanced knowledge of observability and monitoring tools (OTEL, Splunk, DataDog, Prometheus, Grafana).
Experience leveraging AI and automation to drive efficiency and reliability.
Proficiency in scripting and automation (Python, Bash, PowerShell, or similar).
Strong understanding of On-Prem and Public Cloud (AWS/Azure/GCP) environments.
Familiarity with networking, load balancing, and security fundamentals.
Agile and DevOps mindset with experience in CI/CD and operational automation.
Exceptional communication, collaboration, and stakeholder management skills.
Data-driven approach to problem-solving and progress tracking.
Leadership excellence: ability to inspire, mentor, and guide teams toward operational excellence.
Optional certifications: ITIL, AWS, SRE-related credentials.
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.
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.
]]>Director, Cybersecurity Platform Operator External
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The role involves delivering advanced functions typically performed by Network and Perimeter Security Engineers, including work across proxy technologies, firewall platforms, Network Access Control (NAC), network segmentation, IPS/IDS, and broader security governance capabilities. We are seeking an energetic, driven professional who thrives in a fast-paced, dynamic environment and is motivated to strengthen Fidelity’s security posture.
This position operates within a rapidly evolving threat landscape, engaging with a diverse community of cybersecurity experts. Success requires adaptability, strong analytical skills, and the ability to quickly learn new technologies and understand modern system architectures.
As a Director, Cybersecurity Platform Engineer, you will serve on the External Defense team, ensuring that indicators of compromise are rapidly identified and that stakeholders receive timely, actionable, and comprehensive insights. You will collaborate closely with incident response teams, threat intelligence, vulnerability management, and perimeter security groups during investigations and response activities.
This leader will act as both a Subject Matter Expert (SME) and Senior Engineer within the Network Security Team, contributing deep technical expertise to protect Fidelity’s network and perimeter infrastructure.
The Expertise and Skills You Bring
9 to 12 years of security experience desired, preferably in a matrix-driven corporate environment.
Mandatory Cisco Identity and Service Engine Experience or similar vendor products
Ability to interact with both technical and non-technical staff, including management and executives, with experience articulating technical material in business terms.
SME in 802.1X authentication and related EAP protocols (EAP-TLS, PEAP)
The Value You Deliver
Demonstrated expertise across network and perimeter security technologies, including Proxy, Firewall, IPS, VPN, and Segmentation platforms.
Acted as a Subject Matter Expert (SME) in proxy technologies, with hands-on experience in Blue Coat and Zscaler deployment, tuning, and lifecycle management.
Managed and maintained multiple security environments, ensuring reliability, performance, and adherence to enterprise security standards.
Strong experience administering and optimizing firewall platforms, including Juniper and Checkpoint, as well as associated management solutions.
Led or contributed to disaster recovery (DR) planning, testing, and documentation for critical security infrastructure.
Performed certificate management tasks, including updates, renewals, and integrations via Venafi.
Built and maintained Splunk dashboards, alerts, and custom monitoring to improve visibility and detect anomalies.
Participated in the on-call rotation, responding to incidents and operational events through ServiceNow with urgency and precision.
Implemented and maintained network security controls leveraging a variety of products, architectures, and enterprise standards.
Conducted daily monitoring, troubleshooting, and resolution of network and security-related issues.
Integrated security platforms with core network components and other enterprise systems to improve automation and interoperability.
Executed software upgrades, patches, and migrations for network security platforms.
Created and maintained comprehensive technical documentation, runbooks, and standard operating procedures (SOPs).
Collaborated closely with cross-functional teams to deploy, enhance, and modernize the organization’s overall security posture.
Remained intellectually curious, continuously evaluating emerging technologies, industry trends, and modern delivery methodologies for potential enterprise adoption.
Demonstrated the ability to balance technical requirements with business priorities and partner perspectives.
Proven interpersonal, written, and verbal communication skills, with a strong commitment to teamwork and collaboration.
Experienced in managing expectations and relationships with senior technical and non-technical stakeholders.
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.
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.
]]>Manager, Fund of Funds
The Fund of Funds Manager will lead a team that works directly with Fidelity’s Investment Advisors to process fund of funds trade instructions, collaborates with other FFIO business units, custodian banks and other Fidelity business partners to ensure fund of funds trades are processed accurately on all systems, trades are settled and cash is moved, maintain investment attributes on behalf of the front office and lead complex fund events. In this role, the Manager must be sensitive to business partner issues and constraints, as well as proactively work to identify operational improvement opportunities.
The Expertise and Skills You Bring
B.S./B.A. finance/accounting/business administration
7-10 years of financial services industry experience
Ability to work in a deadline-oriented environment and handle multiple tasks and projects simultaneously within a tight timeframe
Ability to lead daily work for the team and projects
Strong analytical skills, motivated and ability to take initiative
Ability to manage the escalation process properly and effectively communicate issues
Proficient with Microsoft excel and access
The Team
The Fund of Funds Team is part of Fidelity Fund and Investment Operations (FFIO). FFIO provides many services to the firm including trade processing, cash management, accounting and pricing services. The Fund of Funds team is responsible for the daily processing of thousands of trades which is a key processing in establishing the accurate valuation of the funds’ daily Net Asset Values (NAVs).
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.
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.
]]>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
Overview
Do you want to work on cutting-edge cloud technologies that power the next generation of enterprise-scale platforms?
We are seeking a highly motivated Principal Cloud Engineer to join our Observability Platform team within Fidelity Architecture and Engineering. In this role, you will help design, build, and operate scalable, cloud-native observability solutions that support our most critical digital services.
You will work in a collaborative, transparent, and innovation-driven environment where engineering excellence, continuous learning, and open-source contribution are core to how we operate. This is a high-impact role where your expertise will influence platform architecture, engineering practices, and the developer experience across the organization.
What You’ll Do
The Experience We’re Looking For
Bonus Skills
Why Join Us
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
Overview
Do you want to work on cutting-edge cloud technologies that power the next generation of enterprise-scale platforms?
We are seeking a highly motivated Principal Cloud Engineer to join our Observability Platform team within Fidelity Architecture and Engineering. In this role, you will help design, build, and operate scalable, cloud-native observability solutions that support our most critical digital services.
You will work in a collaborative, transparent, and innovation-driven environment where engineering excellence, continuous learning, and open-source contribution are core to how we operate. This is a high-impact role where your expertise will influence platform architecture, engineering practices, and the developer experience across the organization.
What You’ll Do
The Experience We’re Looking For
Bonus Skills
Why Join Us
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.
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.
]]>Director, Engineering - Employer Digital
The Role
The Digital Platforms Employer Technology team within Workplace Investing (WI) is seeking an Engineering Leader to shape the strategy, technical direction, and delivery of digital capabilities that support the Plan Sponsor experience. The role will lead engineering teams, partner closely with product leadership, and ensure delivery of scalable, resilient, and modern solutions that meet the needs of Plans Sponsors
The Team
Fidelity's Workplace Investing (WI) Digital Platforms Technology team designs, develops, implements, and supports WI’s suite of Digital applications. We are passionate about delivering innovative solutions that exceed our customers’ needs. We embrace diversity of thought and experience. Our team thrives with a steadfast dedication to innovation which promotes a culture of continuous improvement and significant product advancement. This is a fast-paced technology group that adopts modern technologies to build powerful tools and deliver an outstanding end user experience.
The Expertise You Have
The Skills You Bring
The Value You Deliver
How Your Work Impacts the Organization
Our goal within WI Digital Platforms is to build a user experience that delights our customers, anticipates their needs and matches services or solutions to support effective decision making. This leadership role sets direction across the development teams through hands-on leadership. You will be responsible for leading the development of high performance, responsive user interfaces.
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.
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.
]]>Director, Engineering - Employer Digital
The Role
The Digital Platforms Employer Technology team within Workplace Investing (WI) is seeking an Engineering Leader to shape the strategy, technical direction, and delivery of digital capabilities that support the Plan Sponsor experience. The role will lead engineering teams, partner closely with product leadership, and ensure delivery of scalable, resilient, and modern solutions that meet the needs of Plans Sponsors
The Team
Fidelity's Workplace Investing (WI) Digital Platforms Technology team designs, develops, implements, and supports WI’s suite of Digital applications. We are passionate about delivering innovative solutions that exceed our customers’ needs. We embrace diversity of thought and experience. Our team thrives with a steadfast dedication to innovation which promotes a culture of continuous improvement and significant product advancement. This is a fast-paced technology group that adopts modern technologies to build powerful tools and deliver an outstanding end user experience.
The Expertise You Have
The Skills You Bring
The Value You Deliver
How Your Work Impacts the Organization
Our goal within WI Digital Platforms is to build a user experience that delights our customers, anticipates their needs and matches services or solutions to support effective decision making. This leadership role sets direction across the development teams through hands-on leadership. You will be responsible for leading the development of high performance, responsive user interfaces.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
Are you ready to make an impact? If you are excited about partnering with senior leaders to improve critical processes, identify automation opportunities and strengthen the controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.
The GFC Manager role delivers significant value by assessing key risks and controls supporting Fidelity’s financial controls environment through integrated audits. This is a high visibility role with frequent interactions with senior leaders including Business Unit Controllers (SVP/VPs), Function Heads, process/control owners, and other risk groups. The role provides fantastic opportunities to learn about Fidelity’s various business units and will report to a Director or Senior Manager within GFC.
The Expertise and Skills You Bring
Play a pivotal role in GFC’s assurance and advisory integrated reviews through your keen understanding of financially significant processes and controls consideration. Lead engaging walkthroughs, thoroughly evaluate the control environment and partner with management on remediation efforts. Effectively manage relationships and partnerships with internal stakeholders.
Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology)
Five plus years of progressive experience with leading integrated financial audits
Professional certification CPA, CA and/or CISA highly desired. Other relevant certifications CISSP and CIA
Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable
Strong understanding of general accounting concepts including financial statement risks, and controls
Exposure to IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs)
Excellent verbal and written communication skills to present information to senior management
Strong project management skills, ability to manage competing priorities and workload
Proven track record of driving change within complex / matrixed corporate environments
Learning agility to quickly understand and connect key concepts
Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth and Retail Brokerage, Fund and Brokerage Operations and Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites (India and Ireland) and advisory reviews over strategic initiatives.
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.
The Role
Are you ready to make an impact? If you are excited about partnering with senior leaders to improve critical processes, identify automation opportunities and strengthen the controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.
The GFC Manager role delivers significant value by assessing key risks and controls supporting Fidelity’s financial controls environment through integrated audits. This is a high visibility role with frequent interactions with senior leaders including Business Unit Controllers (SVP/VPs), Function Heads, process/control owners, and other risk groups. The role provides fantastic opportunities to learn about Fidelity’s various business units and will report to a Director or Senior Manager within GFC.
The Expertise and Skills You Bring
Play a pivotal role in GFC’s assurance and advisory integrated reviews through your keen understanding of financially significant processes and controls consideration. Lead engaging walkthroughs, thoroughly evaluate the control environment and partner with management on remediation efforts. Effectively manage relationships and partnerships with internal stakeholders.
Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology)
Five plus years of progressive experience with leading integrated financial audits
Professional certification CPA, CA and/or CISA highly desired. Other relevant certifications CISSP and CIA
Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable
Strong understanding of general accounting concepts including financial statement risks, and controls
Exposure to IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs)
Excellent verbal and written communication skills to present information to senior management
Strong project management skills, ability to manage competing priorities and workload
Proven track record of driving change within complex / matrixed corporate environments
Learning agility to quickly understand and connect key concepts
Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth and Retail Brokerage, Fund and Brokerage Operations and Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites (India and Ireland) and advisory reviews over strategic initiatives.
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.
The Role
Are you ready to make an impact? If you are excited about partnering with senior leaders to improve critical processes, identify automation opportunities and strengthen the controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.
The GFC Manager role delivers significant value by assessing key risks and controls supporting Fidelity’s financial controls environment through integrated audits. This is a high visibility role with frequent interactions with senior leaders including Business Unit Controllers (SVP/VPs), Function Heads, process/control owners, and other risk groups. The role provides fantastic opportunities to learn about Fidelity’s various business units and will report to a Director or Senior Manager within GFC.
The Expertise and Skills You Bring
Play a pivotal role in GFC’s assurance and advisory integrated reviews through your keen understanding of financially significant processes and controls consideration. Lead engaging walkthroughs, thoroughly evaluate the control environment and partner with management on remediation efforts. Effectively manage relationships and partnerships with internal stakeholders.
Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology)
Five plus years of progressive experience with leading integrated financial audits
Professional certification CPA, CA and/or CISA highly desired. Other relevant certifications CISSP and CIA
Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable
Strong understanding of general accounting concepts including financial statement risks, and controls
Exposure to IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs)
Excellent verbal and written communication skills to present information to senior management
Strong project management skills, ability to manage competing priorities and workload
Proven track record of driving change within complex / matrixed corporate environments
Learning agility to quickly understand and connect key concepts
Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth and Retail Brokerage, Fund and Brokerage Operations and Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites (India and Ireland) and advisory reviews over strategic initiatives.
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.
The Role
Are you ready to make an impact? If you are excited about partnering with senior leaders to improve critical processes, identify automation opportunities and strengthen the controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.
The GFC Manager role delivers significant value by assessing key risks and controls supporting Fidelity’s financial controls environment through integrated audits. This is a high visibility role with frequent interactions with senior leaders including Business Unit Controllers (SVP/VPs), Function Heads, process/control owners, and other risk groups. The role provides fantastic opportunities to learn about Fidelity’s various business units and will report to a Director or Senior Manager within GFC.
The Expertise and Skills You Bring
Play a pivotal role in GFC’s assurance and advisory integrated reviews through your keen understanding of financially significant processes and controls consideration. Lead engaging walkthroughs, thoroughly evaluate the control environment and partner with management on remediation efforts. Effectively manage relationships and partnerships with internal stakeholders.
Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology)
Five plus years of progressive experience with leading integrated financial audits
Professional certification CPA, CA and/or CISA highly desired. Other relevant certifications CISSP and CIA
Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable
Strong understanding of general accounting concepts including financial statement risks, and controls
Exposure to IT Application Controls (ITACs), report testing (IPEs) and familiarity with IT General Controls (ITGCs)
Excellent verbal and written communication skills to present information to senior management
Strong project management skills, ability to manage competing priorities and workload
Proven track record of driving change within complex / matrixed corporate environments
Learning agility to quickly understand and connect key concepts
Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth and Retail Brokerage, Fund and Brokerage Operations and Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites (India and Ireland) and advisory reviews over strategic initiatives.
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.
Note: Fidelity will not provide immigration sponsorship for this position
Principal IOM Mainframe Developer
The Role
Seeking a Principal Software Engineer with superb mainframe technical and analytical skills to help maintain, enhance, and transform high volume production platforms in the Defined Contribution Product Record Keeping domain of Workplace Investing Technology.
Our mission is to enable millions of Fidelity customers to better prepare for retirement while delivering outstanding customer experiences. As part of this effort, you will engage collaboratively with systems and business partners to deliver high quality and innovative software solutions.
As a principal software engineer, you will apply your skills in all aspects of various projects including design, development, and implementation. You should have a desire to gain an understanding of our systems and business, as well as providing leadership, guidance, and mentoring as needed to other team members.
The Team
We are an agile squad providing support and development within the Defined Contribution Product recordkeeping platforms. Working together and with other squads, we deliver solutions to our customers by aligning the right skillsets to their most critical business priorities. The work is diverse, challenging, and provides for continuous learning and growth opportunities.
The Expertise and Skills You Bring
8+ years of software development experience with large mainframe-based systems.
BS/BA or advanced degree, or equivalent experience preferred.
Solid hands-on development skills in mainframe languages and technologies (Cobol, CICS, VSAM, JCL, utilities, FileAid, Endevor, debuggers, schedulers, etc.).
Proficiency with the DB2 database management system and database processing concepts.
Knowledge of native stored procedures is a plus.
Deploy and support software releases into production environments.
Strong knowledge of and experience with the overall testing process.
Any knowledge or experience in distributed technologies, cloud computing, and/or Java programming is a plus.
Ability to work with business partners to help define requirements and solutions.
Provide estimates and scoping for proposed projects.
Ability to perform detailed analysis for maintenance and enhancement projects, both batch and online.
Proven and strong interpersonal and organizational skills coupled with effective written communication skills.
Confidence to think and act strategically, share innovative insights, and offer creative solutions to deliver exceptional user experiences.
Embrace flexibility and shift focus to meet the most pressing customer/client needs.
You bring a growth mentality to work every day as you continue to learn new applications and technologies and are willing to share that knowledge with your fellow squad members.
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.
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.
]]>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.
The Expertise We’re Looking For
We ask that you have at least five years in financial sales role
We believe that three or more years of management within a financial services environment is helpful
The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 upon hire
The Purpose of Your Role
Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.
The Skills You Bring
Your background in relationship management and deep understanding of financial services
Impressive time-management skills and ability to execute on multiple priorities
You have a natural ability to influence and enhance the sales skills of others
Validated grasp of compliance and regulatory guidelines
Professional demeanor and excellent interpersonal skills
Positive attitude, empowering business professionalism and strong work ethic with high level of integrity
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness
Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation
Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns
Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives
How Your Work Impacts the Organization
If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role:
We are seeking a Senior Product Designer to support our product teams during a critical and exciting period of growth for the company. In this role, you will thrive in ambiguous problem spaces, transforming complex financial concepts into straightforward, comfortable experiences for founders, their employees, legal counsel and other key users. You will own end-to-end success, focusing on measurable impact rather than just beautiful artifacts. You will collaborate closely with product, engineering, and customer success partners to define the path forward where one doesn't yet exist.
Drive Insights and Strategy
Leverage customer insights to form a strong point of view on product direction and design opportunities.
Support research and discovery initiatives to fill knowledge gaps and inform decision-making when data is scarce.
Advocate customer centricity across the organization, transforming cross-functional partners into advocates for the user.
Lead and Influence Outcomes
Align design solutions with core business needs, KPIs, and strategic outcomes to ensure measurable impact.
Collaborate closely with product managers to iteratively shape product strategy, balancing innovation with time and scope constraints.
Partner with engineering to deliver feasible implementation specs, review work in progress, and iterate based on technical feedback.
Elevate Design Craft
Serve as the design lead on small and medium projects for our Saas fintech platform
Support design peers on larger platform initiatives
Drive early design exploration thru brainstorming, sketches, user flows and journey maps
Deliver final design mocks and detailed specifications to development teams to ensure high-quality execution.
Translate design solutions into clear product requirements that bridge the gap between user needs and technical implementation.
Facilitate insights gather with the assistance of business partners and our head of research
The Expertise and Skills You Bring
4+ years of product design experience in a fast-moving environment, preferably within FinTech, HRTech, or HealthTech.
Experience supporting live in-market web or mobile products with iterative updates
Versatility across the design lifecycle, with the ability to move fluidly from rough sketches and concepts to complex prototypes and detailed UI handoffs.
Proficiency in modern design tools, specifically Figma, Miro, with a strong command of visual and verbal communication.
Hands-on experience with AI – experience incorporating tools such as Figma Make, Co-pilot, Claude or Dovetail into your workflow
Recent familiarity with user research techniques and feedback loops to ensure solutions are grounded in real user needs.
A polished, compelling portfolio showcasing your ability to design a variety of digital experiences (applications without a portfolio will not be considered)
Bachelor’s degree or higher, or equivalent practical experience.
The Team
At Fidelity Private Shares, we empower business innovators by simplifying the complex logistics of running a startup. We provide the tools that help founders easily raise funds from investors and reward employees with equity ownership, handling the heavy lifting of compliance and paperwork so they can focus on innovating. Join us in championing the entrepreneurs who are building the businesses that will shape our future.
Situated in Fidelity Labs, we blend the fast-paced, innovative culture of a tech startup with the rock-solid foundation of a Fortune 500 company. We tackle ambitious challenges—like democratizing private markets—with the creative freedom to fail fast and iterate, all while leveraging Fidelity’s vast network, data, and financial strength. It is an environment designed for builders who want to move at startup speed but demand the impact and reach of an industry leader.
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.
The Role
We are looking for a Manager, Corporate Actions Production Support, who will be responsible for daily tasks associated with the departmental policies within the Corporate Actions function. The Manager will lead and oversee daily Corporate Actions operations (both mandatory and voluntary events) while coordinating across multiple stakeholders (front office, PMs, fund accounting, custodians, etc.). The successful candidate will co-ordinate the flow of required information between various stakeholders, including the Front Office, Portfolio Managers, Fund Accounting, Treasurer’s Offices and Custodian Banks.
The Skills & Expertise You Bring:
The Team
The Custody Services Division supports FMR Co.’s trading desks globally by facilitating confirmation and settlement of security and currency transactions. It works with brokers and trust institutions and provides daily cash estimates to trading. This team is responsible for all aspects of corporate action research and processing for assets across the approximately $1.5 trillion worth of assets under management, including actions cumulatively affecting securities worth in excess of $1 billion at a given time.
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.
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.
]]>Please note this is a pipeline requisition. As opportunities become available, we will evaluate applicants and reach out when we have viable a position open.
There are multiple opportunities for this posting:
Client Service Manager I - Grade level 4
Client Service Manager II - Grade level 5
Client Service Manager I / II
Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Client Service Manager where you will be the key contact in servicing, educating, and resolving day to day operational issues for our Custody clients.
The Expertise We’re Looking For
The Purpose of Your Role
The Client Service Manager (CSM) supports a book of Registered Investment Advisors (RIAs) that custody their clients’ assets with Fidelity. The CSM is the primary point of contact for all service and operational needs for the firms in their book. CSM’s are supported by an operations team who process forms submitted to Fidelity. They also partner with Client Service Representatives (CSRs) who assist with NIGO’s, emails and backup the phones. Client Service Managers are responsible for handling inbound call volumes, supervising email & NIGO volumes, coordinating with internal business partners, and advocating for your clients on advanced issues. Your goals include, maintaining high client satisfaction scores, influencing your firms to embrace new tools and technology, identifying training opportunities, and ensuring that your firms critical metrics are met. CSMs are expected to be key contributors to a positive workplace environment and have a strong commitment to collaboration and shared success.
Career Path:
CE Custody segments their firms into 3 tiers:
While we do hire people directly into the Client Manager role, the majority of our hiring is via our Internal career path. The various Client Manager roles are as follows:
Our focus is to develop and promote our Internal associates while supplementing their knowledge and skills with targeted experienced hiring from External sources. There are also a number of roles to move into from our service teams including:
The Skills You Bring
The Value You Deliver
How Your Work Impacts the Organization
The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy in an effort to optimize their experience with Fidelity; in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service 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.
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.
]]>Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.
Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.
What to expect…
As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you
Advantages of Fidelity’s LAP journey…
You are learning. An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.
You can explore. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!
You get exposure. Understand what our culture is like and the impact we have in our communities and regions.
You are growing. From week one in the program, receive the support and structure to help you prepare for the SIE® exam & explore a future at Fidelity.
Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Houston Memorial, Friendswood, Highland Village, Houston (Fannin), Katy
Champion Forest
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Houston Memorial, Friendswood, Highland Village, Houston (Fannin), Katy
Champion Forest
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Houston Memorial, Friendswood, Highland Village, Houston (Fannin), Katy
Champion Forest
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Houston Memorial, Friendswood, Highland Village, Houston (Fannin), Katy
Champion Forest
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Houston Memorial, Friendswood, Highland Village, Houston (Fannin), Katy
Champion Forest
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Nashville, Franklin
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Nashville, Franklin
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.
We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
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.
Key Responsibilities
• As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations.
• Guide clients using Fidelity’s planning tools, research, and investment solutions.
• Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments.
• Introduce customers to appropriate business partners and set targeted planning appointments to help people create their path to financial well-being.
• Discuss market trends, investment concepts, and financial planning strategies.
• Manage and prioritize your day using Salesforce and internal systems.
Skills & Expertise
• 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
Licensing & Development
• Paid support to obtain SIE, Series 7, and Series 66.
• Tuition reimbursement available for future credentials.
Our Investments in You
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
• Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab) · Click here for a local news story about how we are helping our employee’s payback their student loan debt (opens in a new tab)
Note: Fidelity is not providing immigration sponsorship for this position
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
We are seeking a Principal Product Designer to drive customer and business outcomes during a critical and exciting period of growth for the team. In this role, you will thrive in ambiguous problem spaces, transforming complex financial concepts into straightforward, comfortable experiences for founders, their employees, legal counsel and other key users. You will own end-to-end success, focusing on measurable impact rather than just beautiful artifacts. You will collaborate closely with product, engineering, and customer success partners to define the path forward where one doesn't yet exist.
Your primary responsibilities:
Drive Insights and Strategy
Leverage customer insights to form a strong point of view on product direction and design opportunities.
Lead research and discovery initiatives to fill knowledge gaps and inform decision-making when data is scarce.
Champion customer centricity across the organization, transforming cross-functional partners into advocates for the user.
Lead and Influence Outcomes
Align design solutions with core business needs, KPIs, and strategic outcomes to ensure measurable impact.
Collaborate closely with product managers to iteratively shape product strategy, balancing innovation with time and scope constraints.
Partner with engineering to deliver feasible implementation specs, review work in progress, and iterate based on technical feedback.
Continuously refine our design processes and tooling within the product and engineering pipelines to improve efficiency and broaden impact.
Elevate Design Craft
Serve as the design lead on medium-to-large projects, designing concepts from early sketches to polished visual mock ups.
Deliver final design mocks and detailed specifications to development teams to ensure high-quality execution.
Translate design solutions into clear product requirements that bridge the gap between user needs and technical implementation.
Facilitate key design sessions to incorporate feedback, generate alignment, and secure buy-in from leadership.
The Expertise and Skills you Bring
6+ years of product design experience in a fast-moving environment, preferably within FinTech, HRTech, or HealthTech.
Proven SaaS experience, demonstrating the ability to support a live in-market product with iterative updates while simultaneously driving longer-term strategic initiatives.
Versatility across the design lifecycle, with the ability to move fluidly from rough sketches and concepts to complex prototypes and detailed UI handoffs.
Proficiency in modern design tools, specifically Figma and Miro, with a strong command of visual and verbal communication.
A strategic mindset with a bias for action, capable of leading exploratory meetings, facilitating idea generation, and driving alignment.
Deep familiarity with user research techniques and feedback loops to ensure solutions are grounded in real user needs.
A polished, compelling portfolio showcasing your ability to design complex workflows; please provide a link to your portfolio with
Bachelor’s degree or higher, or equivalent practical experience.
Note: Fidelity will not provide sponsorship for this position.
The Team
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
We are seeking a Principal Product Designer to drive customer and business outcomes during a critical and exciting period of growth for the team. In this role, you will thrive in ambiguous problem spaces, transforming complex financial concepts into straightforward, comfortable experiences for founders, their employees, legal counsel and other key users. You will own end-to-end success, focusing on measurable impact rather than just beautiful artifacts. You will collaborate closely with product, engineering, and customer success partners to define the path forward where one doesn't yet exist.
Your primary responsibilities:
Drive Insights and Strategy
Leverage customer insights to form a strong point of view on product direction and design opportunities.
Lead research and discovery initiatives to fill knowledge gaps and inform decision-making when data is scarce.
Champion customer centricity across the organization, transforming cross-functional partners into advocates for the user.
Lead and Influence Outcomes
Align design solutions with core business needs, KPIs, and strategic outcomes to ensure measurable impact.
Collaborate closely with product managers to iteratively shape product strategy, balancing innovation with time and scope constraints.
Partner with engineering to deliver feasible implementation specs, review work in progress, and iterate based on technical feedback.
Continuously refine our design processes and tooling within the product and engineering pipelines to improve efficiency and broaden impact.
Elevate Design Craft
Serve as the design lead on medium-to-large projects, designing concepts from early sketches to polished visual mock ups.
Deliver final design mocks and detailed specifications to development teams to ensure high-quality execution.
Translate design solutions into clear product requirements that bridge the gap between user needs and technical implementation.
Facilitate key design sessions to incorporate feedback, generate alignment, and secure buy-in from leadership.
The Expertise and Skills you Bring
6+ years of product design experience in a fast-moving environment, preferably within FinTech, HRTech, or HealthTech.
Proven SaaS experience, demonstrating the ability to support a live in-market product with iterative updates while simultaneously driving longer-term strategic initiatives.
Versatility across the design lifecycle, with the ability to move fluidly from rough sketches and concepts to complex prototypes and detailed UI handoffs.
Proficiency in modern design tools, specifically Figma and Miro, with a strong command of visual and verbal communication.
A strategic mindset with a bias for action, capable of leading exploratory meetings, facilitating idea generation, and driving alignment.
Deep familiarity with user research techniques and feedback loops to ensure solutions are grounded in real user needs.
A polished, compelling portfolio showcasing your ability to design complex workflows; please provide a link to your portfolio with
Bachelor’s degree or higher, or equivalent practical experience.
Note: Fidelity will not provide sponsorship for this position.
The Team
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
We are seeking a Principal Product Designer to drive customer and business outcomes during a critical and exciting period of growth for the team. In this role, you will thrive in ambiguous problem spaces, transforming complex financial concepts into straightforward, comfortable experiences for founders, their employees, legal counsel and other key users. You will own end-to-end success, focusing on measurable impact rather than just beautiful artifacts. You will collaborate closely with product, engineering, and customer success partners to define the path forward where one doesn't yet exist.
Your primary responsibilities:
Drive Insights and Strategy
Leverage customer insights to form a strong point of view on product direction and design opportunities.
Lead research and discovery initiatives to fill knowledge gaps and inform decision-making when data is scarce.
Champion customer centricity across the organization, transforming cross-functional partners into advocates for the user.
Lead and Influence Outcomes
Align design solutions with core business needs, KPIs, and strategic outcomes to ensure measurable impact.
Collaborate closely with product managers to iteratively shape product strategy, balancing innovation with time and scope constraints.
Partner with engineering to deliver feasible implementation specs, review work in progress, and iterate based on technical feedback.
Continuously refine our design processes and tooling within the product and engineering pipelines to improve efficiency and broaden impact.
Elevate Design Craft
Serve as the design lead on medium-to-large projects, designing concepts from early sketches to polished visual mock ups.
Deliver final design mocks and detailed specifications to development teams to ensure high-quality execution.
Translate design solutions into clear product requirements that bridge the gap between user needs and technical implementation.
Facilitate key design sessions to incorporate feedback, generate alignment, and secure buy-in from leadership.
The Expertise and Skills you Bring
6+ years of product design experience in a fast-moving environment, preferably within FinTech, HRTech, or HealthTech.
Proven SaaS experience, demonstrating the ability to support a live in-market product with iterative updates while simultaneously driving longer-term strategic initiatives.
Versatility across the design lifecycle, with the ability to move fluidly from rough sketches and concepts to complex prototypes and detailed UI handoffs.
Proficiency in modern design tools, specifically Figma and Miro, with a strong command of visual and verbal communication.
A strategic mindset with a bias for action, capable of leading exploratory meetings, facilitating idea generation, and driving alignment.
Deep familiarity with user research techniques and feedback loops to ensure solutions are grounded in real user needs.
A polished, compelling portfolio showcasing your ability to design complex workflows; please provide a link to your portfolio with
Bachelor’s degree or higher, or equivalent practical experience.
Note: Fidelity will not provide sponsorship for this position.
The Team
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Principal Software Engineer, UX – Asset Management Technology Foundations
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a Principal Engineer specializing in UX Design Systems to lead the architecture, quality, and adoption of enterprise design system.
This is a senior hands-on technical role with a strong UX bar. You will be responsible for translating user experience principles into scalable, reusable, and accessible design system assets—including design tokens, component libraries (e.g., PrimeNG-based), theming frameworks, and UX standards.
You will work at the intersection of UX design and engineering, ensuring that the design system is both user-centered and production-ready, enabling teams to deliver consistent, high-quality experiences across a complex application ecosystem.
The Expertise & Skills You Bring
The Team
Architecture and Technology Foundation (ATF) team is a central team within Asset Management that provides ready-to-use solutions composed of standard technology stacks, development frameworks, reusable software components and services. As a member of the team, you will work on Integrated Experience Platform capabilities - web and desktop experience platforms, design systems, shared component libraries and core UI frameworks that power applications across Asset 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.
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.
A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.
The Expertise We’re Looking For
We ask that you have at least five years in financial sales role
We believe that three or more years of management within a financial services environment is helpful
The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 upon hire
The Purpose of Your Role
Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.
The Skills You Bring
Your background in relationship management and deep understanding of financial services
Impressive time-management skills and ability to execute on multiple priorities
You have a natural ability to influence and enhance the sales skills of others
Validated grasp of compliance and regulatory guidelines
Professional demeanor and excellent interpersonal skills
Positive attitude, empowering business professionalism and strong work ethic with high level of integrity
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness
Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation
Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns
Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives
How Your Work Impacts the Organization
If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.
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.
As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture 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 We’re Looking For
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
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 find success in a dynamic, deadline driven, and detailed compliance environment
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
The Purpose of Your Role
The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.
The Skills You Bring
You are able to facilitate setting targeted appointments that improve engagement with clients
You are client oriented and bring great perspective on financial planning
You have a vested interest in being an advocate for your clients
You are professional with a polished communication style compatible with high net worth clientele
Being coachable, collaborative, and curious are your "go to" attributes
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
You are key to the Fidelity relationship strategy
Deepening client relationships through long term mentorship
Collaborating with the Relationship Manager team company wide
Being responsible for the client contact strategy
Building long-lasting meaningful relationships with clients
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>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.
As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs.
The Expertise We’re Looking For
The Purpose of Your Role
The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. 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 rewarding interactions with clients every single day!
The Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
The Value You Deliver
How Your Work Impacts the Organization
Through your knowledge of financial planning and your ability to build 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
We are seeking a Senior Performance and Attribution Consultant, who will support multiple types of investment performance reporting, attribution, and competitor analytics for a broad range of Fidelity portfolios. In this role, you will partner with investment professionals and senior leaders to address complex inquiries related to performance results, attribution drivers, and competitive positioning. You will collaborate closely with internal and external data teams to ensure performance and competitor insights are accurate, consistent, and relevant. Acting as a subject matter expert, you will support new product development efforts as new strategies are brought to market.
This role also focuses on driving continuous improvement within our performance business operations and close partnership with technology teams to deliver scalable, data-driven solutions, including expanded use of Snowflake and third-party tools.
Your responsibilities include:
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
The Performance, Attribution and Product Disclosure team supports all Fidelity advisors and investment staff by addressing reporting needs for performance, attribution, and competitor analytics. The team is responsible for monitoring portfolio, index, and third‑party data, as well as validating portfolio‑level performance, attribution results and competitor peers group rankings. Analysts review fund‑ and holdings‑level activity to compile, research, and validate performance and attribution outputs, ensuring accurate and high-quality reporting to support our business partners. The team produces daily, periodic (monthly, quarterly, and annual), and ad hoc performance and attribution reports that decompose portfolio returns on an absolute, relative, and peer basis. These insights support internal reporting, Board of Trustees materials, marketing deliverables, and portfolio management discussions.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
Looking for your next career opportunity with Fidelity? Fidelity Private Shares group is seeking a Director of Analytics for Growth and Marketing to join the team and help transform marketing into an AI-enabled, LLM-integrated growth engine grounded in data, automation, and continuous learning! This opportunity is suited to someone who is experienced in Demand Generation and passionate about orchestrating a full-funnel pipeline, augmented by AI. The right candidate will be excited to help traditional Product Marketing evolve into more continuous positioning with real-time message iteration across segments, industries, and accounts. Meanwhile, traditional SEO will evolve towards AI Engine Optimization, with a goals of maximizing presence online efficiently.
The Skills and Expertise You Bring
Apply quantitative analysis and experimentation frameworks to evaluate marketing performance and pricing strategies: 10%
Develop and implement AI Engine Optimization strategies, ensuring content is structured and optimized for ingestion, retrieval, and citation by LLMs and AI-driven search platforms: 15%
Orchestrate a full-funnel demand generation pipeline supported by data-driven automation and machine assistance: 20%
Complete end-to-end marketing programs across channels (paid, email, web) while embedding AI and LLM-driven capabilities into campaign design, content generation, and audience targeting: 20%
Implement testing and optimization frameworks for continuous message iteration across client segments and accounts: 20%
Collaborate cross-functionally with Sales, Product, and Engineering to integrate first-party data, analytics, and model-driven insights into a unified view of the customer lifecycle: 15%
Knowledge of the use of LLMs for content generation, analysis, and workflow automation
Experience with demand generation and product marketing
An understanding of structured data and schema design
Data analytics capabilities
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
Fidelity Private Shares is growing integration of AI across its technology and product platforms. This role will apply those capabilities to marketing—enhancing the analysis and optimization of spend, and advancing demand generation and product marketing execution. In a constantly evolving landscape, and alongside Fidelity’s broader adoption of these technologies, this role offers an outstanding opportunity to lead with an entrepreneurial mindset. The Director of Analytics for Growth and Marketing will help define and scale FPS’s use of marketing-focused AI and LLMs, with the autonomy to design, test, and refine approaches ahead of broader implementation. Initial guidance will be provided by the Head of Fidelity Private Shares.
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.
The Role
Looking for your next career opportunity with Fidelity? Fidelity Private Shares group is seeking a Director of Analytics for Growth and Marketing to join the team and help transform marketing into an AI-enabled, LLM-integrated growth engine grounded in data, automation, and continuous learning! This opportunity is suited to someone who is experienced in Demand Generation and passionate about orchestrating a full-funnel pipeline, augmented by AI. The right candidate will be excited to help traditional Product Marketing evolve into more continuous positioning with real-time message iteration across segments, industries, and accounts. Meanwhile, traditional SEO will evolve towards AI Engine Optimization, with a goals of maximizing presence online efficiently.
The Skills and Expertise You Bring
Apply quantitative analysis and experimentation frameworks to evaluate marketing performance and pricing strategies: 10%
Develop and implement AI Engine Optimization strategies, ensuring content is structured and optimized for ingestion, retrieval, and citation by LLMs and AI-driven search platforms: 15%
Orchestrate a full-funnel demand generation pipeline supported by data-driven automation and machine assistance: 20%
Complete end-to-end marketing programs across channels (paid, email, web) while embedding AI and LLM-driven capabilities into campaign design, content generation, and audience targeting: 20%
Implement testing and optimization frameworks for continuous message iteration across client segments and accounts: 20%
Collaborate cross-functionally with Sales, Product, and Engineering to integrate first-party data, analytics, and model-driven insights into a unified view of the customer lifecycle: 15%
Knowledge of the use of LLMs for content generation, analysis, and workflow automation
Experience with demand generation and product marketing
An understanding of structured data and schema design
Data analytics capabilities
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
Fidelity Private Shares is growing integration of AI across its technology and product platforms. This role will apply those capabilities to marketing—enhancing the analysis and optimization of spend, and advancing demand generation and product marketing execution. In a constantly evolving landscape, and alongside Fidelity’s broader adoption of these technologies, this role offers an outstanding opportunity to lead with an entrepreneurial mindset. The Director of Analytics for Growth and Marketing will help define and scale FPS’s use of marketing-focused AI and LLMs, with the autonomy to design, test, and refine approaches ahead of broader implementation. Initial guidance will be provided by the Head of Fidelity Private Shares.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As Director of Digital Asset Accounting, you will provide strategic and operational leadership across the accounting function supporting Fidelity’s digital asset investment products. You will oversee all aspects of accounting operations, ensuring accurate, timely, and controlled delivery of core processes including digital asset pricing, books and records maintenance, NAV production, and financial reporting.
You will lead teams responsible for supporting blockchain-enabled investment products, with oversight spanning both on-chain and off-chain accounting activities, including wallet and custodian reconciliations, digital asset valuation, and lifecycle event processing (e.g., forks, airdrops, staking rewards). The role requires strong ownership of daily deliverables in parallel with driving forward-looking initiatives that enhance scalability, automation, and control.
Operating with a high degree of autonomy, you will partner closely with senior stakeholders across Accounting, Pricing, Technology, Product, Custody, and Risk to ensure operational readiness and alignment as new digital asset products and structures are introduced. You will play a key role in evolving the operating model to support a rapidly expanding and increasingly complex digital asset platform.
In addition to leading day-to-day operations, you will drive strategic initiatives focused on modernizing infrastructure, integrating blockchain-derived data into accounting processes, and improving transparency and efficiency across workflows. The role requires the ability to define complex problems, synthesize insights, and deliver recommendations that align with broader business priorities.
The Expertise and Skills You Bring
The Team
In Global Product Solutions (GPS), we’re on a mission to deliver innovative and exceptional product and program solutions from concept through execution. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization.
As a dedicated Digital Asset Accounting team within GPS, we are focused on building and scaling specialized operational capabilities to support Fidelity’s digital asset product platform, moving beyond a traditional shared service model. This includes books and records maintenance, digital asset pricing, fund and security level performance analysis, financial reporting, and tax work.
The Digital Asset Accounting team provides end-to-end operational support, including daily NAV production, digital asset pricing, blockchain reconciliation, financial reporting, and control oversight. In addition to core delivery, the team plays a critical role in evolving the operating model, ensuring that processes, data, and infrastructure are designed to support a rapidly growing and increasingly complex digital asset product set.
Working across business and technology partners, the team is responsible for integrating blockchain-derived data into accounting workflows, enhancing transparency, strengthening controls, and improving the scalability and efficiency of operations. This includes enabling effective product onboarding, supporting new structures, and ensuring operational readiness across the product lifecycle.
Aligned to broader Digital Assets priorities, the team’s work supports new business capabilities, delivers high-quality outcomes for customers, and advances the infrastructure required to operate digital asset products at scale within Fidelity. #FFIOAlts #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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As Director of Digital Asset Accounting, you will provide strategic and operational leadership across the accounting function supporting Fidelity’s digital asset investment products. You will oversee all aspects of accounting operations, ensuring accurate, timely, and controlled delivery of core processes including digital asset pricing, books and records maintenance, NAV production, and financial reporting.
You will lead teams responsible for supporting blockchain-enabled investment products, with oversight spanning both on-chain and off-chain accounting activities, including wallet and custodian reconciliations, digital asset valuation, and lifecycle event processing (e.g., forks, airdrops, staking rewards). The role requires strong ownership of daily deliverables in parallel with driving forward-looking initiatives that enhance scalability, automation, and control.
Operating with a high degree of autonomy, you will partner closely with senior stakeholders across Accounting, Pricing, Technology, Product, Custody, and Risk to ensure operational readiness and alignment as new digital asset products and structures are introduced. You will play a key role in evolving the operating model to support a rapidly expanding and increasingly complex digital asset platform.
In addition to leading day-to-day operations, you will drive strategic initiatives focused on modernizing infrastructure, integrating blockchain-derived data into accounting processes, and improving transparency and efficiency across workflows. The role requires the ability to define complex problems, synthesize insights, and deliver recommendations that align with broader business priorities.
The Expertise and Skills You Bring
The Team
In Global Product Solutions (GPS), we’re on a mission to deliver innovative and exceptional product and program solutions from concept through execution. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization.
As a dedicated Digital Asset Accounting team within GPS, we are focused on building and scaling specialized operational capabilities to support Fidelity’s digital asset product platform, moving beyond a traditional shared service model. This includes books and records maintenance, digital asset pricing, fund and security level performance analysis, financial reporting, and tax work.
The Digital Asset Accounting team provides end-to-end operational support, including daily NAV production, digital asset pricing, blockchain reconciliation, financial reporting, and control oversight. In addition to core delivery, the team plays a critical role in evolving the operating model, ensuring that processes, data, and infrastructure are designed to support a rapidly growing and increasingly complex digital asset product set.
Working across business and technology partners, the team is responsible for integrating blockchain-derived data into accounting workflows, enhancing transparency, strengthening controls, and improving the scalability and efficiency of operations. This includes enabling effective product onboarding, supporting new structures, and ensuring operational readiness across the product lifecycle.
Aligned to broader Digital Assets priorities, the team’s work supports new business capabilities, delivers high-quality outcomes for customers, and advances the infrastructure required to operate digital asset products at scale within Fidelity. #FFIOAlts #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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As Director of Digital Asset Accounting, you will provide strategic and operational leadership across the accounting function supporting Fidelity’s digital asset investment products. You will oversee all aspects of accounting operations, ensuring accurate, timely, and controlled delivery of core processes including digital asset pricing, books and records maintenance, NAV production, and financial reporting.
You will lead teams responsible for supporting blockchain-enabled investment products, with oversight spanning both on-chain and off-chain accounting activities, including wallet and custodian reconciliations, digital asset valuation, and lifecycle event processing (e.g., forks, airdrops, staking rewards). The role requires strong ownership of daily deliverables in parallel with driving forward-looking initiatives that enhance scalability, automation, and control.
Operating with a high degree of autonomy, you will partner closely with senior stakeholders across Accounting, Pricing, Technology, Product, Custody, and Risk to ensure operational readiness and alignment as new digital asset products and structures are introduced. You will play a key role in evolving the operating model to support a rapidly expanding and increasingly complex digital asset platform.
In addition to leading day-to-day operations, you will drive strategic initiatives focused on modernizing infrastructure, integrating blockchain-derived data into accounting processes, and improving transparency and efficiency across workflows. The role requires the ability to define complex problems, synthesize insights, and deliver recommendations that align with broader business priorities.
The Expertise and Skills You Bring
The Team
In Global Product Solutions (GPS), we’re on a mission to deliver innovative and exceptional product and program solutions from concept through execution. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization.
As a dedicated Digital Asset Accounting team within GPS, we are focused on building and scaling specialized operational capabilities to support Fidelity’s digital asset product platform, moving beyond a traditional shared service model. This includes books and records maintenance, digital asset pricing, fund and security level performance analysis, financial reporting, and tax work.
The Digital Asset Accounting team provides end-to-end operational support, including daily NAV production, digital asset pricing, blockchain reconciliation, financial reporting, and control oversight. In addition to core delivery, the team plays a critical role in evolving the operating model, ensuring that processes, data, and infrastructure are designed to support a rapidly growing and increasingly complex digital asset product set.
Working across business and technology partners, the team is responsible for integrating blockchain-derived data into accounting workflows, enhancing transparency, strengthening controls, and improving the scalability and efficiency of operations. This includes enabling effective product onboarding, supporting new structures, and ensuring operational readiness across the product lifecycle.
Aligned to broader Digital Assets priorities, the team’s work supports new business capabilities, delivers high-quality outcomes for customers, and advances the infrastructure required to operate digital asset products at scale within Fidelity. #FFIOAlts #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.
As a Senior BPM Developer, you will serve as a hands-on technical leader responsible for automating, digitizing, and transforming operational processes across multiple business units. You will leverage strong software engineering and design skills to build scalable, efficient, and robust BPM solutions that deliver meaningful business value.
In this role, you will partner with stakeholders to translate business requirements into high-quality technical solutions while driving best practices in development, design, and implementation. You will play a key role in shaping innovative workflows that enhance both customer experience and internal operations.
Key Responsibilities Include:
Required Qualifications & Technical Expertise
Preferred Skills
Core Skills and Capabilities
You will be part of the Advanced Process Solutions (APS) team at Fidelity Investments—an agile group of 6–8 highly skilled professionals dedicated to transforming customer experiences and internal workflows.
The team is focused on:
What Success Looks Like
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.
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.
]]>Target Class Start Date: September 21, 2026
Are you customer-focused and striving to deliver experiences that foster customer loyalty? Then this might be the right role and opportunity for you! Apply now to be considered for the upcoming class that includes immersive paid training during onboarding!
**Associates in this role can work in Smithfield, RI or in Westlake, TX.
The Role
The Operations & Services Group (OSG) Client Services division is seeking entry-level, driven and knowledgeable associates! As a Representative for Client Services, you will be directly involved in navigating transaction processing and carrying out our already-established record-keeping business practices, provides best in class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization through telephone within contact center. You ensure customer satisfaction by delivering extraordinary service, handling standard and complex interactions, and processing client inquiries received by phone or in writing.
We are customer-obsessed and strive to deliver experiences that foster customer loyalty through consistent, high-quality service, delivered by associates who can effectively transform knowledge to performance, complexity to simplicity, and customer service into relationships.
The Expertise/Skills You Bring
2+ years of relevant experience in either call/contact center customer service and/or financial services operations
Excellent, proactive customer or client servicing skills, highly preferred
Experience working in a very dynamic environment managing competing priorities
Effective time management skills to meet deadlines
Self-motivated and has the desire to proactively take on additional responsibilities
Highly attentive to detail and organized, in order to execute on responsibilities efficiently
You are punctual, and demonstrate a strong dedication to attendance
You have a drive for learning all facets of the OSG Client Services business, including its' teams, systems, and processes
You have phenomenal communication, influencing and problem-solving skills
Working experience multi-tasking and working in a fast-paced environment to meet processing time frames or deadlines
You have the desire to identify areas of improvement and be a part of developing the plan to implement change
You are customer-obsessed and strive to deliver exceptional experiences that foster customer loyalty
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
We provide superior customer service to Fidelity’s Institutional businesses through innovation, dedication, and commitment to excellence. This division is responsible for servicing our customers via inbound phones interactions, transaction processing and record-keeping for the transfer agent, Fidelity Investments Institutional Operations Company, Inc., as well as intermediary support and relationship management for Fidelity Institutional Asset Management (FIAM).
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
As Director of Product Strategy at Fidelity Digital Assets℠ you will join a small, focused team responsible for defining the product strategy for the institutional business and executing on that strategy through delivery of new, innovative products. This team balances big-picture strategy development with in-the-weeds product design and execution. Our goal is to bring products to market that provide our clients with comprehensive, best-in-class offerings and help to advance the digital assets ecosystem. Building those products will require interpreting market needs, owning the product roadmap, and working with development and design teams to bring the product to life. This is a dynamic, entrepreneurial team looking for individuals with a passion for capital markets and blockchain technologies eager to advance the digital assets ecosystem.
· Own the product lifecycle from ideation to launch and beyond, defining the 'what', 'why', and 'how' for new offerings
· Cover a broad range of opportunities across the Fidelity Digital Assets℠ platform, including design and launch of new product offerings, build and scale core blockchain/wallet capabilities, and designing new user experiences across multiple channels
· Develop business cases for new product offerings, including considerations for commercial value, operations and technology requirements, and compliance with regulations
· Interact directly with our clients and industry partners to deeply understand the market
· Collaborate with internal business partners across technology, risk, compliance, legal, operations and service teams to drive pivotal initiatives and influence the enterprise’s digital assets strategy
The Expertise and Skills You Bring
The right person for this role can take a long-term view on digital asset markets and how blockchain could revolutionize financial market operations. This person should have a deep understanding of how financial markets and market participants function today, understand blockchain and digital assets, and can bring the two together to drive Fidelity's digital asset strategy.
· BA/BS required
· 7 -10 years of product management and/or corporate strategy experience in financial services
· Deep understanding of how capital markets function across asset classes including market structure, key operational functions, and regulatory constructs
· Knowledge of and evidenced interest in cryptocurrencies and blockchain technology
· Proven experience leading product concepts from incubation to production at scale, in compliance with applicable regulations
· Ability to translate product vision into discrete, actionable plans including delivery of technical designs, build/buy/partner decisions, and product delivery plans
· Commercial mindset and understanding of financial concepts; ability to develop quantitative analysis to support product and other investment proposals
· Ability to manage multiple priorities, meet deadlines, and deliver business results
· Strong communication, presentation, and product management skills
· Ability to influence even when holding a position contrary to the majority
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Fidelity Digital Assets℠ offers a full-service enterprise-grade platform for securing, trading and supporting digital assets, such as bitcoin and ether. Fidelity Digital Assets℠ combines the operational and technical capabilities of the broader Fidelity organization with dedicated blockchain expertise to deliver a completely new offering for investors
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.
The Role
As Director of Product Strategy at Fidelity Digital Assets℠ you will join a small, focused team responsible for defining the product strategy for the institutional business and executing on that strategy through delivery of new, innovative products. This team balances big-picture strategy development with in-the-weeds product design and execution. Our goal is to bring products to market that provide our clients with comprehensive, best-in-class offerings and help to advance the digital assets ecosystem. Building those products will require interpreting market needs, owning the product roadmap, and working with development and design teams to bring the product to life. This is a dynamic, entrepreneurial team looking for individuals with a passion for capital markets and blockchain technologies eager to advance the digital assets ecosystem.
· Own the product lifecycle from ideation to launch and beyond, defining the 'what', 'why', and 'how' for new offerings
· Cover a broad range of opportunities across the Fidelity Digital Assets℠ platform, including design and launch of new product offerings, build and scale core blockchain/wallet capabilities, and designing new user experiences across multiple channels
· Develop business cases for new product offerings, including considerations for commercial value, operations and technology requirements, and compliance with regulations
· Interact directly with our clients and industry partners to deeply understand the market
· Collaborate with internal business partners across technology, risk, compliance, legal, operations and service teams to drive pivotal initiatives and influence the enterprise’s digital assets strategy
The Expertise and Skills You Bring
The right person for this role can take a long-term view on digital asset markets and how blockchain could revolutionize financial market operations. This person should have a deep understanding of how financial markets and market participants function today, understand blockchain and digital assets, and can bring the two together to drive Fidelity's digital asset strategy.
· BA/BS required
· 7 -10 years of product management and/or corporate strategy experience in financial services
· Deep understanding of how capital markets function across asset classes including market structure, key operational functions, and regulatory constructs
· Knowledge of and evidenced interest in cryptocurrencies and blockchain technology
· Proven experience leading product concepts from incubation to production at scale, in compliance with applicable regulations
· Ability to translate product vision into discrete, actionable plans including delivery of technical designs, build/buy/partner decisions, and product delivery plans
· Commercial mindset and understanding of financial concepts; ability to develop quantitative analysis to support product and other investment proposals
· Ability to manage multiple priorities, meet deadlines, and deliver business results
· Strong communication, presentation, and product management skills
· Ability to influence even when holding a position contrary to the majority
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Fidelity Digital Assets℠ offers a full-service enterprise-grade platform for securing, trading and supporting digital assets, such as bitcoin and ether. Fidelity Digital Assets℠ combines the operational and technical capabilities of the broader Fidelity organization with dedicated blockchain expertise to deliver a completely new offering for investors
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.
Wealth Planner
Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.
The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.
The Expertise We’re Looking For
Bachelor’s Degree highly preferred
CFP highly preferred
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.
Required: 3-5 years of financial planning experience, 5+ years preferred
Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.) Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)
The Purpose of Your Role
As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.
The Skills You Bring
Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families
Experience with and/or knowledge of behavioral economics and family psychology
Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)
Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance
Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals
Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)
Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.
Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment
Ambitious spirit and the ability to work collaboratively across an organization to achieve results
Tech savvy, embraces and integrates technology to run a planning practice
Excellent team member and leadership skills
Note: Fidelity will not provide immigration sponsorship for this position.
The Value You Deliver
You are helping families grow, manage, and protect their assets by:
Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity
Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs
Using sophisticated planning software to build, analyze, and deliver personalized plans for clients
Guiding and implementing financial plans into the appropriate solutions based on client goals
Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer
Driving loyalty, share of wallet, and referrals from existing customers
Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning
How Your Work Impacts the Organization
As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial 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.
Investment Management Consultant II
Serves as a subject matter expert on managed accounts and their processes, focusing on customer experience, retention, and sales in partnership with the client’s Financial Consultant team. This client-facing role handles the most complex managed account sales and service needs, including Annual Plan Reviews, risk mitigation, and representing Advisory Services’ voice to the customer.
The Expertise We’re Looking For
The Skills You Bring
The Value You Deliver
Our Investment in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.
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.
Financial Representative
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
The Expertise We’re Looking For
Customer service, phone, or financial services experience will prepare you for this role
Banking, insurance, or financial experience is an excellent addition to your experience
We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role
It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You Bring
Superb interpersonal skills and passion to engage with clients
An aptitude to assess client needs and identify opportunities
Remarkable attention to detail and ability to prioritize
Organizational skills to manage multiple tasks
Being coachable, collaborative, and curious are your "go to" attributes
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
A key member of the team, you are offering support to Fidelity’s most valuable clients daily
By identifying leads and making effective introductions, you are directly impacting the success of the branch
Your efforts will be valued by clients and you will find working with those clients a rewarding experience
As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Senior Accountant, Brokerage Accounting and Controllerhip
The Role
The Senior Accountant on the Brokerage Corporate Accounting Team is a key member of the team responsible for accounting and financial reporting activities of the Fidelity Wealth and Brokerage organizations. The organizations’ goal is to help customers invest towards their financial goals, develop a comprehensive plan for retirement and feel protected in times of need.
. You will work closely with finance and other members of the business to process accounting transactions, streamline accounting processes and improve controls and develop improved reporting of business and legal entity results. Your month-end close activities will include preparation and creation of journal entries, account reconciliations and communicating financial statement results to management. In addition, you will prepare quarterly regulatory filings and annual financial statements.
As part of Fidelity’s Corporate Accounting team, we play a key role for the company, protecting the firm’s assets through our work in financial accounting, internal controls, financial transactions and legal entity reporting.
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.
Senior Accountant, Brokerage Accounting and Controllerhip
The Role
The Senior Accountant on the Brokerage Corporate Accounting Team is a key member of the team responsible for accounting and financial reporting activities of the Fidelity Wealth and Brokerage organizations. The organizations’ goal is to help customers invest towards their financial goals, develop a comprehensive plan for retirement and feel protected in times of need.
. You will work closely with finance and other members of the business to process accounting transactions, streamline accounting processes and improve controls and develop improved reporting of business and legal entity results. Your month-end close activities will include preparation and creation of journal entries, account reconciliations and communicating financial statement results to management. In addition, you will prepare quarterly regulatory filings and annual financial statements.
As part of Fidelity’s Corporate Accounting team, we play a key role for the company, protecting the firm’s assets through our work in financial accounting, internal controls, financial transactions and legal entity reporting.
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.
Note: Fidelity will not provide immigration sponsorship for this position
The Role
In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity’s HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity’s stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team.
The Expertise and Skills You Bring
Bachelor’s degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline
5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role
You have systems and application management experience on Linux/UNIX platforms
You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure
You have experience with networking, firewalls, and load balancers
You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS
You develop advanced, customized workflows and automated processes for/with vendor applications
You have strong scripting & automation skills, specifically in Python and Ansible
You have excellent written and verbal communication skills with the ability to present to both technical and business audiences
You have demonstrated experience in leading small technical teams
You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements
The Team
In this position you will join Fidelity’s Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity’s business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Role
In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity’s HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity’s stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team.
The Expertise and Skills You Bring
Bachelor’s degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline
5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role
You have systems and application management experience on Linux/UNIX platforms
You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure
You have experience with networking, firewalls, and load balancers
You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS
You develop advanced, customized workflows and automated processes for/with vendor applications
You have strong scripting & automation skills, specifically in Python and Ansible
You have excellent written and verbal communication skills with the ability to present to both technical and business audiences
You have demonstrated experience in leading small technical teams
You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements
The Team
In this position you will join Fidelity’s Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity’s business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Role
In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity’s HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity’s stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team.
The Expertise and Skills You Bring
Bachelor’s degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline
5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role
You have systems and application management experience on Linux/UNIX platforms
You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure
You have experience with networking, firewalls, and load balancers
You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS
You develop advanced, customized workflows and automated processes for/with vendor applications
You have strong scripting & automation skills, specifically in Python and Ansible
You have excellent written and verbal communication skills with the ability to present to both technical and business audiences
You have demonstrated experience in leading small technical teams
You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements
The Team
In this position you will join Fidelity’s Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity’s business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Role
In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity’s HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity’s stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team.
The Expertise and Skills You Bring
Bachelor’s degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline
5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role
You have systems and application management experience on Linux/UNIX platforms
You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure
You have experience with networking, firewalls, and load balancers
You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS
You develop advanced, customized workflows and automated processes for/with vendor applications
You have strong scripting & automation skills, specifically in Python and Ansible
You have excellent written and verbal communication skills with the ability to present to both technical and business audiences
You have demonstrated experience in leading small technical teams
You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements
The Team
In this position you will join Fidelity’s Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity’s business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Role
In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity’s HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity’s stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team.
The Expertise and Skills You Bring
Bachelor’s degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline
5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role
You have systems and application management experience on Linux/UNIX platforms
You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure
You have experience with networking, firewalls, and load balancers
You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS
You develop advanced, customized workflows and automated processes for/with vendor applications
You have strong scripting & automation skills, specifically in Python and Ansible
You have excellent written and verbal communication skills with the ability to present to both technical and business audiences
You have demonstrated experience in leading small technical teams
You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements
The Team
In this position you will join Fidelity’s Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity’s business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Role
In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity’s HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity’s stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team.
The Expertise and Skills You Bring
Bachelor’s degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline
5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role
You have systems and application management experience on Linux/UNIX platforms
You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure
You have experience with networking, firewalls, and load balancers
You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS
You develop advanced, customized workflows and automated processes for/with vendor applications
You have strong scripting & automation skills, specifically in Python and Ansible
You have excellent written and verbal communication skills with the ability to present to both technical and business audiences
You have demonstrated experience in leading small technical teams
You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements
The Team
In this position you will join Fidelity’s Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity’s business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support.
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.
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.
]]>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We’re Looking For
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
Note: Fidelity will not provide immigration sponsorship for this position.
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!
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.
Please note this role requires in-person attendance in the assigned Branch location.
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.
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Director, Secrets Management & Non‑Interactive Access leads the enterprise program and platform for centralized secrets management and machine-to-machine (non‑interactive) authentication. This technical leadership role owns the HashiCorp Vault platform to support diverse runtime environments. The role combines people leadership, product ownership, and deep hands‑on technical expertise in HashiCorp Vault to deliver secure-by-default experiences for developers and platform teams while meeting regulatory and audit requirements.
The key responsibilities of the role are:
Lead and develop engineering and product teams delivering enterprise secrets management.
Own the enterprise platform, roadmap, delivery, resiliency.
Establish clear operating rhythms (standups, planning, retrospectives) and an inclusive, learning culture.
Enable auto‑vaulting pipelines; build scalable onboarding and discovery patterns.
Ensure platform hardening, compliance, audit evidence, DR/IR readiness, and continuous risk reduction.
Design secure multi‑tenant patterns (AppRole, Kubernetes auth, OIDC/JWT, AWS IAM, Azure MSI) with least privilege and short‑lived credentials.
Enable dynamic/ephemeral secrets (Database, PKI, SSH, Cloud) and cryptographic services (Transit, Transform) with policy-as-code (Sentinel).
Harden the platform (CIS benchmarks where applicable), implement automated configuration and upgrades using Infrastructure as Code (Terraform).
Implement auto‑vaulting pipelines and secret discovery to onboard applications at scale with paved paths and reference implementations.
Federate/cascade secrets from Vault to other vaults and cloud stores (Azure Key Vault, AWS Secrets Manager, and others) with lifecycle governance.
Provide self‑service APIs/CLIs/agents (Vault Agent/Injector) and SDKs; integrate with CI/CD, containers, and serverless platforms.
Partner with application, cloud, and data platform teams to remove hard-coded secrets and migrate legacy secret stores.
The Expertise and Skills You Bring
Bachelor’s degree in Computer Science, Information Security, Engineering, or related field (Master’s preferred).
Required: 3+ years direct people leadership experience, including hiring, coaching, performance management, and career development.
Required: Hands‑on engineering experience implementing and operating HashiCorp Vault Enterprise in production.
Required: Expertise with Vault core components
Required: Experience with Terraform/IaC, policy‑as‑code, and operational automation.
Experience integrating secrets with Azure Key Vault, AWS Secrets Manager, or similar.
Strong communication, stakeholder influence, and product delivery skills.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Director, Secrets Management & Non‑Interactive Access leads the enterprise program and platform for centralized secrets management and machine-to-machine (non‑interactive) authentication. This technical leadership role owns the HashiCorp Vault platform to support diverse runtime environments. The role combines people leadership, product ownership, and deep hands‑on technical expertise in HashiCorp Vault to deliver secure-by-default experiences for developers and platform teams while meeting regulatory and audit requirements.
The key responsibilities of the role are:
Lead and develop engineering and product teams delivering enterprise secrets management.
Own the enterprise platform, roadmap, delivery, resiliency.
Establish clear operating rhythms (standups, planning, retrospectives) and an inclusive, learning culture.
Enable auto‑vaulting pipelines; build scalable onboarding and discovery patterns.
Ensure platform hardening, compliance, audit evidence, DR/IR readiness, and continuous risk reduction.
Design secure multi‑tenant patterns (AppRole, Kubernetes auth, OIDC/JWT, AWS IAM, Azure MSI) with least privilege and short‑lived credentials.
Enable dynamic/ephemeral secrets (Database, PKI, SSH, Cloud) and cryptographic services (Transit, Transform) with policy-as-code (Sentinel).
Harden the platform (CIS benchmarks where applicable), implement automated configuration and upgrades using Infrastructure as Code (Terraform).
Implement auto‑vaulting pipelines and secret discovery to onboard applications at scale with paved paths and reference implementations.
Federate/cascade secrets from Vault to other vaults and cloud stores (Azure Key Vault, AWS Secrets Manager, and others) with lifecycle governance.
Provide self‑service APIs/CLIs/agents (Vault Agent/Injector) and SDKs; integrate with CI/CD, containers, and serverless platforms.
Partner with application, cloud, and data platform teams to remove hard-coded secrets and migrate legacy secret stores.
The Expertise and Skills You Bring
Bachelor’s degree in Computer Science, Information Security, Engineering, or related field (Master’s preferred).
Required: 3+ years direct people leadership experience, including hiring, coaching, performance management, and career development.
Required: Hands‑on engineering experience implementing and operating HashiCorp Vault Enterprise in production.
Required: Expertise with Vault core components
Required: Experience with Terraform/IaC, policy‑as‑code, and operational automation.
Experience integrating secrets with Azure Key Vault, AWS Secrets Manager, or similar.
Strong communication, stakeholder influence, and product delivery skills.
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.
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.
]]>Reporting to the Head of Marketing & Social Platforms, you will lead the Business Marketing function as the central point of accountability for integrating business and marketing priorities. You are responsible for the development and execution of comprehensive marketing plans and programs that align to business objectives and deliver measurable results.
You will work in close collaboration with business leaders across product and segment teams to ensure marketing strategies are tightly connected to business goals, customer needs, and growth priorities. With a focus on Fidelity Wealth and Fidelity Brokerage, you will drive alignment across strategy, planning, and execution to create consistent, high-impact outcomes.
Using your cross-functional marketing expertise, strong strategic thinking, and deep understanding of customer insights, you will evolve an audience-first messaging strategy across the Fidelity consumer portfolio. This includes orchestrating integrated marketing across paid, owned, and earned channels to support customer acquisition, retention, engagement, and loyalty.
You will define how offerings are positioned and brought to market across customer segments and lifecycle stages, ensuring consistent, personalized, and trust-building experiences. You will bring discipline and innovation to annual and program planning, guide the development of strategic and creative work, and ensure coordinated execution across all marketing touchpoints.
You will also lead and develop a high-performing team, including a direct report responsible for overseeing the strategy and development of the firm’s loyalty program.
The Team
The Marketing & Social Platforms organization within Fidelity Wealth delivers integrated, consumer-focused strategies that drive growth and strengthen the brand across the enterprise. The Business Marketing team plays a central role in aligning B2C business priorities with marketing strategy and execution.
This team partners closely with business leaders across Wealth and Brokerage - including product and segment teams - as well as functional experts across media, brand, content, analytics, and research to deliver coordinated, insight-driven marketing programs across paid, owned, and earned channels.
The Expertise and Skills You Bring
The Value You Deliver
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.
Reporting to the Head of Marketing & Social Platforms, you will lead the Business Marketing function as the central point of accountability for integrating business and marketing priorities. You are responsible for the development and execution of comprehensive marketing plans and programs that align to business objectives and deliver measurable results.
You will work in close collaboration with business leaders across product and segment teams to ensure marketing strategies are tightly connected to business goals, customer needs, and growth priorities. With a focus on Fidelity Wealth and Fidelity Brokerage, you will drive alignment across strategy, planning, and execution to create consistent, high-impact outcomes.
Using your cross-functional marketing expertise, strong strategic thinking, and deep understanding of customer insights, you will evolve an audience-first messaging strategy across the Fidelity consumer portfolio. This includes orchestrating integrated marketing across paid, owned, and earned channels to support customer acquisition, retention, engagement, and loyalty.
You will define how offerings are positioned and brought to market across customer segments and lifecycle stages, ensuring consistent, personalized, and trust-building experiences. You will bring discipline and innovation to annual and program planning, guide the development of strategic and creative work, and ensure coordinated execution across all marketing touchpoints.
You will also lead and develop a high-performing team, including a direct report responsible for overseeing the strategy and development of the firm’s loyalty program.
The Team
The Marketing & Social Platforms organization within Fidelity Wealth delivers integrated, consumer-focused strategies that drive growth and strengthen the brand across the enterprise. The Business Marketing team plays a central role in aligning B2C business priorities with marketing strategy and execution.
This team partners closely with business leaders across Wealth and Brokerage - including product and segment teams - as well as functional experts across media, brand, content, analytics, and research to deliver coordinated, insight-driven marketing programs across paid, owned, and earned channels.
The Expertise and Skills You Bring
The Value You Deliver
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.
The Role
As a Brokerage Operations Manager, you are instrumental in leading a team of 10-15 employees who provide responsive service to Fidelity Brokerage Company customers across multiple lines of business. You will collaborate with our management team to set the direction and strategy of the department, mentor and develop employees to achieve productivity and quality targets, deliver an outstanding customer service experience, staff for forecasted volumes and service levels, and supervise our clients' service experience. Our managers function as a liaison between business units, maintaining strong working relationships with key clients and business partners and provide effective coaching to attract and retain talent. The ability to influence others is especially important as they may interact with all levels of the organization and appropriate business partners. They establish relationships, leverage networks, encourage the development of a common vision; provide clear direction and priorities, and build effective teams. Leverage available resources to meet daily service targets, improve customer satisfaction, support projects in alignment with company direction and manage elevated risk / exposure items.
This position can be filled at the Manager (5) or Senior Manager (6) level depending on skills and experience.
The Expertise and Skills You Bring
Bachelor’s degree
Experience within the financial services industry, brokerage operations preferred
Series 7 required
Series 9/10 or 24 required (can be obtained within 12 months of hire)
A passion for managing and leading people
The ability/desire to dig deep into a process and understand operational gaps and blind spots
The confidence to make thoughtful and data driven decisions on adjustments for complex, escalated or exception items
A history of successfully managing / leading teams.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Operations & Services Group (OSG) provides superior service to Fidelity's businesses through innovation, dedication, and commitment to excellence. In operating divisions located throughout the country, OSG provides securities execution, clearance and risk management services to retail, institutional and correspondent clients. OSG is comprised of different departments such as Account Services, Margin and Global Settlements, Asset Services, Compliance, Strategy & Planning, Capture Services, Mutual Funds and Brokerage Services, Treasury and Tax Services. This position is within the Money Movement division and supports transactions between Fidelity and external firms, internal Fidelity accounts and distributions to the end client.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The Senior Manager, Regulatory Accounting leads the oversight of audit package workflows and financial data integrity supporting regulatory reporting. It requires strong leadership, cross-functional collaboration, and expertise in mutual fund accounting to ensure accuracy, compliance, and operational efficiency in a dynamic regulatory environment.
The Skills & Expertise You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Accounting for Regulatory Reporting Compliance (ARRC) Team is responsible for delivering quality accounting system data to internal and external business partners supporting regulatory reporting requirements. The team prepares and delivers over 7k annual audit workpapers supporting mutual funds, private funds and alternative products. Fidelity’s monthly regulatory reporting requirements cannot be met without our team accurately delivering this information in a timely manner.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The Senior Manager, Regulatory Accounting leads the oversight of audit package workflows and financial data integrity supporting regulatory reporting. It requires strong leadership, cross-functional collaboration, and expertise in mutual fund accounting to ensure accuracy, compliance, and operational efficiency in a dynamic regulatory environment.
The Skills & Expertise You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Accounting for Regulatory Reporting Compliance (ARRC) Team is responsible for delivering quality accounting system data to internal and external business partners supporting regulatory reporting requirements. The team prepares and delivers over 7k annual audit workpapers supporting mutual funds, private funds and alternative products. Fidelity’s monthly regulatory reporting requirements cannot be met without our team accurately delivering this information in a timely manner.
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.
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.
]]>Please note this is a pipeline requisition. As opportunities become available, we will evaluate applicants and reach out when we have viable a position open.
There are multiple opportunities for this posting:
Client Service Manager I - Grade level 4
Client Service Manager II - Grade level 5
Client Service Manager I / I / III
Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Client Service Manager where you will be the key contact in servicing, educating, and resolving day to day operational issues for our Custody clients.
The Expertise We’re Looking For
The Purpose of Your Role
The Client Service Manager (CSM) supports a book of Registered Investment Advisors (RIAs) that custody their clients’ assets with Fidelity. The CSM is the primary point of contact for all service and operational needs for the firms in their book. CSM’s are supported by an operations team who process forms submitted to Fidelity. They also partner with Client Service Representatives (CSRs) who assist with NIGO’s, emails and backup the phones. Client Service Managers are responsible for handling inbound call volumes, supervising email & NIGO volumes, coordinating with internal business partners, and advocating for your clients on advanced issues. Your goals include, maintaining high client satisfaction scores, influencing your firms to embrace new tools and technology, identifying training opportunities, and ensuring that your firms critical metrics are met. CSMs are expected to be key contributors to a positive workplace environment and have a strong commitment to collaboration and shared success.
Career Path:
CE Custody segments their firms into 3 tiers:
While we do hire people directly into the Client Manager role, the majority of our hiring is via our Internal career path. The various Client Manager roles are as follows:
Our focus is to develop and promote our Internal associates while supplementing their knowledge and skills with targeted experienced hiring from External sources. There are also a number of roles to move into from our service teams including:
The Skills You Bring
The Value You Deliver
How Your Work Impacts the Organization
The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy in an effort to optimize their experience with Fidelity; in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service 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.
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.
]]>Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods
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.
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.
]]>Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods
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.
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.
]]>Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods
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.
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.
]]>As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Novi, Farmington, Ann Arbor, Grand Rapids, Troy, Grand Blanc
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Novi, Farmington, Ann Arbor, Grand Rapids, Troy, Grand Blanc
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Novi, Farmington, Ann Arbor, Grand Rapids, Troy, Grand Blanc
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Novi, Farmington, Ann Arbor, Grand Rapids, Troy, Grand Blanc
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Novi, Farmington, Ann Arbor, Grand Rapids, Troy, Grand Blanc
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Novi, Farmington, Ann Arbor, Grand Rapids, Troy, Grand Blanc
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Novi, Farmington, Ann Arbor, Grand Rapids, Troy, Grand Blanc
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below
San Diego, Del Mar, Rancho Bernardo
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below
San Diego, Del Mar, Rancho Bernardo
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below
San Diego, Del Mar, Rancho Bernardo
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below
San Diego, Del Mar, Rancho Bernardo
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below
San Diego, Del Mar, Rancho Bernardo
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
Quantitative Research and Investments (QRI) is seeking a highly motivated data expert in the domain of portfolio risk analytics to join a risk platform operations team responsible for ensuring that all vendor and internal portfolio risk analytics used for risk management and portfolio construction across Fidelity are delivered consistently, accurately and on a timely basis.
The Risk Platform Operations team are the stewards of risk analytics data for Fidelity Asset Management. They focus on quality control of all data that feeds into portfolio risk analytics, including security factor exposures and proxies, factor returns and covariance matrices, fundamentals data, security T&Cs, and portfolio holdings.
In this role, you will utilize domain expertise necessary to root-cause daily issues effectively, work with internal and external data providers to resolve issues at source, answer portfolio and risk manager questions, and develop automated systems for identifying data quality issues.
The Skills and Expertise You Bring:
You bring a unique blend of technical acumen, analytical depth, and domain expertise that enables Fidelity Asset Management to make informed, data-driven investment decisions. Your work ensures the integrity, accuracy, and timeliness of risk analytics and data operations, directly supporting portfolio construction and risk management.
Act as a steward of data assets critical to risk management and portfolio construction.
Lead quality service efforts to address overnight data feed issues, enabling fast, seamless responses to upstream problems and insulating production and research teams.
Update and verify multi-factor risk model inputs and outputs prior to client delivery.
Ensure access to accurate, timely, and relevant portfolio risk analytics by collaborating with technology and business partners to resolve data quality issues at the source.
Analyze systems and processes to identify efficiencies and improve reporting accuracy and timeliness.
Apply experience with market risk models from vendors such as Barra, Axioma, Northfield, or Bloomberg.
Leverage strong analytical skills to comprehend large datasets and implement effective quality controls.
Operate with a proactive, self-motivated approach, meeting objectives with minimal direction.
Utilize vendor-provided risk data and tools including Bloomberg PORT, BarraOne, RiskManager, and/or Axioma.
Demonstrate deep knowledge of financial data across security, company, portfolio, and index levels, including pricing for equities, bonds, and derivatives.
Employ technical proficiency in SQL, Python, Snowflake, and/or Oracle, along with data quality frameworks.
Hold a Bachelor’s degree (or higher) in mathematics, statistics, engineering, computer science, finance, or a related quantitative field.
Bring 3+ years of experience in global data operations or support teams within peer firms, with a proven track record of delivering value.
Apply expertise in anomaly detection methods, data quality workflows, and statistical best practices.
Communicate effectively across technical and investment teams.
Navigate complex data environments and support the necessary technology and analytics infrastructure.
Identify root causes of data quality issues and collaborate with teams and providers to resolve them.
Create automated processes to detect errors and ensure high-quality data for investment decision-making.
Document procedures and validate data to maintain transparency and reliability.
Possess domain expertise in investment management across risk management, portfolio management, trading, and investment operations.
The Team:
The Risk Platform Operations team is an integral part of the Quantitative Research and Investing (QRI) division in Asset Management. QRI is responsible for the management and development of quantitative investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.
Team Leader, Client Services
“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investments
Is it time to explore new challenges in your career?
With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you'll have the resources at your disposal to succeed on each count.
The Expertise We’re Looking For
The Purpose of Your Role
The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers.
The Skills You Bring
The Support You Receive
We want to ensure your success as you take on this new leadership role and have everything you need beginning day one. New leaders will go through an onboarding program focused on giving leaders the skills needed prior to leading their team and will also receive continued development throughout their leadership career.
Our Investments in You
We believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
The Value You Deliver
We believe in being #Different Together
Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees.
We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
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.
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.
]]>Financial Services Representative
Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.
What to expect…
In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.
Advantages of our career development experience…
The expertise we’re looking for…
The Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The 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 Asset Management. 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 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.
The Role
The Manager, Compensation Data and Analytics works in the Corporate Compensation team and assists with reporting and data visualization using a vast array of reporting tools and code base analysis. In this role, you will build robust ETL workflows in Alteryx, automate system administration with PowerShell, develop interactive Tableau dashboards, and utilize JavaScript to integrate analytics into our broader application ecosystem. You will bridge the gap between complex data extraction, automation, and visually compelling business intelligence
The Expertise and Skills You Bring
The role requires expertise with reporting tools such as Tableau, PowerBI and Alteryx. Additionally, coding experience with SQL, PowerShell, Javascript is helpful. The candidate must be able to translate business needs into technical requirements and turn it into actionable insights into our Compensation Programs.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Compensation Data and Analytics team sits within the HR Function and supports HR leadership and the broader HR function. Our team analyzes the effectiveness of compensation programs for Fidelity associates. We provide executive decision support that enables us to attract and retain talent across all job roles. Within the HR function we provide data and insights to support the Compensation function and HR leaders allowing them to make the pay decisions throughout the year.
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.
The Role
The Manager, Compensation Data and Analytics works in the Corporate Compensation team and assists with reporting and data visualization using a vast array of reporting tools and code base analysis. In this role, you will build robust ETL workflows in Alteryx, automate system administration with PowerShell, develop interactive Tableau dashboards, and utilize JavaScript to integrate analytics into our broader application ecosystem. You will bridge the gap between complex data extraction, automation, and visually compelling business intelligence
The Expertise and Skills You Bring
The role requires expertise with reporting tools such as Tableau, PowerBI and Alteryx. Additionally, coding experience with SQL, PowerShell, Javascript is helpful. The candidate must be able to translate business needs into technical requirements and turn it into actionable insights into our Compensation Programs.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Compensation Data and Analytics team sits within the HR Function and supports HR leadership and the broader HR function. Our team analyzes the effectiveness of compensation programs for Fidelity associates. We provide executive decision support that enables us to attract and retain talent across all job roles. Within the HR function we provide data and insights to support the Compensation function and HR leaders allowing them to make the pay decisions throughout the year.
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.
The Role
The Manager, Compensation Data and Analytics works in the Corporate Compensation team and assists with reporting and data visualization using a vast array of reporting tools and code base analysis. In this role, you will build robust ETL workflows in Alteryx, automate system administration with PowerShell, develop interactive Tableau dashboards, and utilize JavaScript to integrate analytics into our broader application ecosystem. You will bridge the gap between complex data extraction, automation, and visually compelling business intelligence
The Expertise and Skills You Bring
The role requires expertise with reporting tools such as Tableau, PowerBI and Alteryx. Additionally, coding experience with SQL, PowerShell, Javascript is helpful. The candidate must be able to translate business needs into technical requirements and turn it into actionable insights into our Compensation Programs.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Compensation Data and Analytics team sits within the HR Function and supports HR leadership and the broader HR function. Our team analyzes the effectiveness of compensation programs for Fidelity associates. We provide executive decision support that enables us to attract and retain talent across all job roles. Within the HR function we provide data and insights to support the Compensation function and HR leaders allowing them to make the pay decisions throughout the year.
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.
The Role
Legal is a trusted partner and expert adviser to Fidelity's businesses and shared services functions. Together, we work through a complex and changing regulatory environment and competitive marketplaces to achieve the firm's goals with creativity, innovation, and speed, while mitigating risk and protecting and enhancing Fidelity's values and reputation. The Senior Vice President, Deputy General Counsel role will be based in either Boston, MA or Washington, DC, leading a team of over 20 professionals supporting the Workplace Investing (WI) business. WI helps employers lead successful benefits programs to improve their employees’ overall well-being. WI offers a broad range of integrated retirement, financial, health, and benefits solutions and provides innovative technology, strategic collaboration, exceptional service, and engaging employee experiences.
The Team
The role will involve coordination and collaboration with colleagues in Asset Management, Brokerage, Wealth, and other Fidelity business units, as well as corporate services and control function business partners, in the development, operation, and distribution of products and services. The role will also involve support of a wide variety of investments from an ERISA perspective. You will lead a dynamic legal team advising Fidelity’s defined contribution plan administration business, health and welfare benefit business, and related products and services they offer, including product and service development, ongoing plan administration, reporting and disclosure, plan document and contract support, and investment related matters. You will also collaborate on advocacy for, and implementation of, new legislation and regulation affecting the business.
Core Responsibilities
The Expertise You Bring:
Qualifications:
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.
The Role
Legal is a trusted partner and expert adviser to Fidelity's businesses and shared services functions. Together, we work through a complex and changing regulatory environment and competitive marketplaces to achieve the firm's goals with creativity, innovation, and speed, while mitigating risk and protecting and enhancing Fidelity's values and reputation. The Senior Vice President, Deputy General Counsel role will be based in either Boston, MA or Washington, DC, leading a team of over 20 professionals supporting the Workplace Investing (WI) business. WI helps employers lead successful benefits programs to improve their employees’ overall well-being. WI offers a broad range of integrated retirement, financial, health, and benefits solutions and provides innovative technology, strategic collaboration, exceptional service, and engaging employee experiences.
The Team
The role will involve coordination and collaboration with colleagues in Asset Management, Brokerage, Wealth, and other Fidelity business units, as well as corporate services and control function business partners, in the development, operation, and distribution of products and services. The role will also involve support of a wide variety of investments from an ERISA perspective. You will lead a dynamic legal team advising Fidelity’s defined contribution plan administration business, health and welfare benefit business, and related products and services they offer, including product and service development, ongoing plan administration, reporting and disclosure, plan document and contract support, and investment related matters. You will also collaborate on advocacy for, and implementation of, new legislation and regulation affecting the business.
Core Responsibilities
The Expertise You Bring:
Qualifications:
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.
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We’re Looking For
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up
Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
The Skills You Bring
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.
Please note this role requires in-person attendance in the assigned Branch location.
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
The Client Service Manager III (CSM III) serves as the primary point of contact for a select group of Registered Investment Advisors (RIAs) who have custody assets with Fidelity, primarily within the Premium segment. This role is responsible for servicing, educating, and resolving day-to-day operational needs while managing complex client relationships.
You will oversee a small book of large, sophisticated advisory firms (typically $1B+ in assets), requiring deep understanding of each firm’s structure, business model, and service needs. You will manage inbound call volumes, supervise email and NIGO activity, and partner closely with internal teams including operations and Client Service Representatives (CSRs) to ensure seamless service delivery.
Additionally, you will coordinate with cross-functional Fidelity business partners, advocate for clients on complex issues, and support firms in adopting new tools and technologies. Success in this role is measured through client satisfaction, operational excellence, and contribution to a collaborative team environment.
The Expertise and Skills You Bring
Bachelor’s Degree preferred
5+ years of operations and/or client service experience in financial services
Series 7 required
Strong knowledge of brokerage and/or custody industry
Core Skills:
Excellent interpersonal, verbal, and written communication skills
Strong analytical thinking with ability to solve complex problems
Proven leadership and collaboration skills
Ability to thrive in fast-paced, cross-functional environments
Intermediate to advanced proficiency in Microsoft Office
Additional Strengths:
Ability to manage and prioritize high-volume workflows (calls, emails, NIGOs)
Strong client advocacy mindset with a “client-first” approach
Skilled at influencing clients to adopt technology and process improvements
Effective time management and execution skills
Curiosity and drive for continuous improvement and innovation
The Team
The Client Service Manager III operates within the Client Experience (CE) division at Fidelity Clearing & Custody Solutions (FCCS). This team is responsible for delivering overarching service strategy and day-to-day support to a diverse client base, including RIAs, asset managers, banks, and broker-dealers.
Within CE Custody, firms are segmented into three tiers:
· Core – smaller advisory firms
· Preferred – mid-market firms
· Premium – largest and most complex firms
As a CSM III, you will support firms in the Premium segment, working closely with:
· Operations teams who process client requests
· Client Service Representatives (CSRs) who support emails, NIGOs, and phone coverage
· Internal business partners across Fidelity to address complex client needs
The organization emphasizes internal mobility and career development, with opportunities to move into roles such as:
Central Control Team
Implementation & Transition Project Management
Leadership roles (e.g., Operations Manager, Senior Director)
The team is highly collaborative, fast-paced, and focused on delivering exceptional client experiences while driving innovation and operational excellence.
How Your Work Impacts the Organization
The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy in an effort to optimize their experience with Fidelity, in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support.
NOTE: This role does not support sponsorship.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The Client Service Manager III (CSM III) serves as the primary point of contact for a select group of Registered Investment Advisors (RIAs) who have custody assets with Fidelity, primarily within the Premium segment. This role is responsible for servicing, educating, and resolving day-to-day operational needs while managing complex client relationships.
You will oversee a small book of large, sophisticated advisory firms (typically $1B+ in assets), requiring deep understanding of each firm’s structure, business model, and service needs. You will manage inbound call volumes, supervise email and NIGO activity, and partner closely with internal teams including operations and Client Service Representatives (CSRs) to ensure seamless service delivery.
Additionally, you will coordinate with cross-functional Fidelity business partners, advocate for clients on complex issues, and support firms in adopting new tools and technologies. Success in this role is measured through client satisfaction, operational excellence, and contribution to a collaborative team environment.
The Expertise and Skills You Bring
Bachelor’s Degree preferred
5+ years of operations and/or client service experience in financial services
Series 7 required
Strong knowledge of brokerage and/or custody industry
Core Skills:
Excellent interpersonal, verbal, and written communication skills
Strong analytical thinking with ability to solve complex problems
Proven leadership and collaboration skills
Ability to thrive in fast-paced, cross-functional environments
Intermediate to advanced proficiency in Microsoft Office
Additional Strengths:
Ability to manage and prioritize high-volume workflows (calls, emails, NIGOs)
Strong client advocacy mindset with a “client-first” approach
Skilled at influencing clients to adopt technology and process improvements
Effective time management and execution skills
Curiosity and drive for continuous improvement and innovation
The Team
The Client Service Manager III operates within the Client Experience (CE) division at Fidelity Clearing & Custody Solutions (FCCS). This team is responsible for delivering overarching service strategy and day-to-day support to a diverse client base, including RIAs, asset managers, banks, and broker-dealers.
Within CE Custody, firms are segmented into three tiers:
· Core – smaller advisory firms
· Preferred – mid-market firms
· Premium – largest and most complex firms
As a CSM III, you will support firms in the Premium segment, working closely with:
· Operations teams who process client requests
· Client Service Representatives (CSRs) who support emails, NIGOs, and phone coverage
· Internal business partners across Fidelity to address complex client needs
The organization emphasizes internal mobility and career development, with opportunities to move into roles such as:
Central Control Team
Implementation & Transition Project Management
Leadership roles (e.g., Operations Manager, Senior Director)
The team is highly collaborative, fast-paced, and focused on delivering exceptional client experiences while driving innovation and operational excellence.
How Your Work Impacts the Organization
The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy in an effort to optimize their experience with Fidelity, in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support.
NOTE: This role does not support sponsorship.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Principal Systems Analyst
Note: Fidelity will not provide immigration sponsorship for this position.
We are looking for a Principal Systems Analyst to join our Digital Platforms Technology team. In this hybrid role, you will operate at the intersection of business analysis, technical solutioning, and project delivery leadership. You will play a key role on a delivery team while also owning end-to-end delivery of initiatives, ensuring alignment across business partners, engineering, and leadership.
You will collaborate closely with Product Owners, Developers, QA, Architects, and business stakeholders to analyze requirements, define solutions, and successfully deliver high-impact digital experiences.
The ideal candidate brings strong analytical thinking, execution discipline, and the ability to lead cross-functional initiatives while staying hands-on with systems analysis.
- Partner with business stakeholders to gather, analyze, and document requirements, use cases, and functional specifications
- Analyze existing systems, workflows, and integrations to recommend scalable solutions aligned with business goals
- Create and maintain technical documentation, system specifications, data flows, and process diagrams
- Translate business needs into clear, actionable user stories and acceptance criteria
- Support API analysis, data mapping, and integration design
- Collaborate with engineering and architecture teams to ensure feasibility and design alignment
- Participate in testing phases, including defect triage, validation, and production support
- Communicate complex technical concepts effectively to both technical and non-technical stakeholders
- Lead end-to-end delivery of technology initiatives, from intake through production deployment
- Define project scope, timelines, milestones, and delivery roadmaps aligned with business priorities
- Drive Agile ceremonies (planning, backlog refinement, sprint reviews, retrospectives)
- Manage dependencies, risks, issues, and escalations, ensuring timely resolution
- Track and report on delivery progress, KPIs, and outcomes to stakeholders and leadership
- Coordinate across multiple teams to ensure on-time, high-quality delivery
- Facilitate decision-making and alignment across cross-functional teams
- Ensure adherence to SDLC, governance, and release management processes
Core Skills:
- Strong analytical and problem-solving capabilities
- Excellent written and verbal communication skills with the ability to influence stakeholders
- Experience working in Agile environments
- Ability to balance strategic thinking with execution detail
- Proven experience leading cross-functional technology initiatives
- Strong organizational skills with the ability to manage multiple concurrent priorities
- Experience facilitating collaboration between business and technical teams
Technical and Functional Skills:
-Drives complex, enterprise-wide systems analysis initiatives as a seasoned Principal Systems Analyst (10–12+ years experience), leading cross-functional technology efforts while also serving as a strong secondary Project/Program Manager—planning, coordinating, and delivering initiatives in alignment with new operating models; combines deep technical expertise with leadership in stakeholder management, execution oversight, and delivery accountability to ensure successful outcomes across business and technology teams.
- Experience with SQL, Oracle, or relational databases
- Knowledge of web and mobile application architectures
- Familiarity with APIs, integration patterns, and data flows
- Ability to diagram workflows using tools such as Visio, Lucidchart, or similar
- Experience supporting QA and testing lifecycle activities
Project and Delivery Skills:
- Experience managing technology projects or product deliveries
- Strong understanding of project planning, estimation, and tracking
- Experience with tools such as Jira, Confluence, or similar ALM tools
- Ability to manage risks, dependencies, and stakeholder expectations
- Demonstrated success delivering complex initiatives in fast-paced environments
- Technical background in Java, Python, C#, or JavaScript
- Experience with frontend technologies (Angular, React, Vue)
- Knowledge of cloud platforms (AWS, Azure, GCP)
- Familiarity with QA automation frameworks
- Exposure to financial services or digital platforms domain
Our Digital Platforms Technology team designs, develops, and supports a suite of digital products and services focused on delivering exceptional customer experiences. This team operates through cross-functional delivery teams in a fast-paced, innovative environment, leveraging modern technologies to build scalable and impactful solutions.
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.
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.
]]>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.
The Expertise We’re Looking For
We ask that you have at least five years in financial sales role
We believe that three or more years of management within a financial services environment is helpful
The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 upon hire
The Purpose of Your Role
Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.
The Skills You Bring
Your background in relationship management and deep understanding of financial services
Impressive time-management skills and ability to execute on multiple priorities
You have a natural ability to influence and enhance the sales skills of others
Validated grasp of compliance and regulatory guidelines
Professional demeanor and excellent interpersonal skills
Positive attitude, empowering business professionalism and strong work ethic with high level of integrity
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness
Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation
Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns
Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives
How Your Work Impacts the Organization
If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.
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.
As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture 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 We’re Looking For
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
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 find success in a dynamic, deadline driven, and detailed compliance environment
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
The Purpose of Your Role
The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.
The Skills You Bring
You are able to facilitate setting targeted appointments that improve engagement with clients
You are client oriented and bring great perspective on financial planning
You have a vested interest in being an advocate for your clients
You are professional with a polished communication style compatible with high net worth clientele
Being coachable, collaborative, and curious are your "go to" attributes
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
You are key to the Fidelity relationship strategy
Deepening client relationships through long term mentorship
Collaborating with the Relationship Manager team company wide
Being responsible for the client contact strategy
Building long-lasting meaningful relationships with clients
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a highly hands-on Principal Engineer to lead the design and development of next-generation Contact Center Digital Engagement Services. In this role, you will build modern, cloud-native, event-driven platforms that power real-time customer interactions across digital channels. You will operate at the intersection of engineering and product development, translating business needs into scalable, high-throughput systems that deliver seamless, omni-channel customer engagement experiences.
As a Principal Engineer, you will be a technical leader and builder—owning end-to-end delivery while actively writing production-grade code and shaping platform architecture. You will design and develop contact center components using open-source communication frameworks such as Asterisk, FreeSWITCH, Kamailio, WebRTC, SIP, RTP, Matrix, and Rocket.Chat, as well as engineer IVR systems with speech recognition and conversational AI integrations. You will build APIs, microservices, and real-time processing capabilities for omni-channel interactions, while partnering across platform engineering, QA, and operations to deliver secure, reliable solutions. Additionally, you will play a key role in migrating legacy systems to open-source, cloud-native platforms and advancing CI/CD, automated testing, and infrastructure-as-code practices—all while driving our strategy to reduce vendor dependency and accelerate innovation.
The Expertise & Skills You Bring
10+ years of software engineering experience delivering enterprise-scale systems
5+ years of hands-on experience with Java and Spring Boot in production environments
Proven ability to define and implement architecture for complex backend systems, including domain modeling, service decomposition, API design, event contracts, and data flows
Experience with real-time communication technologies (WebSockets, Server-Sent Events, SIP, RTP, push notifications)
Strong experience building cloud-native applications using microservices, containers, CI/CD pipelines, automated testing, observability, and production operations
Hands-on experience using AI-assisted development tools (e.g., GitHub Copilot, Claude Code, OpenAI Codex) within real engineering workflows
Deep understanding of secure engineering practices (authentication, authorization, encryption, secrets management, secure service-to-service communication, auditability)
Strong ability to evaluate technical tradeoffs and make pragmatic architectural decisions balancing speed, quality, scalability, and maintainability
Experience defining engineering standards across code quality, API design, testing, observability, and deployment practices
Demonstrated ownership of features end-to-end (concept → design → development → deployment → production support)
Proven ability to mentor engineers and elevate engineering excellence across teams
Strong communication skills with the ability to clearly explain complex concepts to technical and non-technical stakeholders
Master’s degree in Computer Science, Engineering, or equivalent experience
Preferred Differentiators
Experience with contact center platforms or digital communication systems
Exposure to event streaming platforms and architectures at scale
Experience building platforms from scratch (0 → 1) or modernizing large legacy systems
The Team
The Contact Center Digital Engagement Services team is responsible for building the next generation of platforms that power customer interactions across digital channels. We focus on delivering scalable, real-time communication systems that enable seamless, personalized customer experiences while increasing flexibility and control through open, vendor-agnostic solutions.
Our team operates in a highly collaborative, fast-paced environment where engineers take full ownership of the systems they build—from architecture through production operations. We are committed to engineering excellence, continuous improvement, and redefining the future of contact center technology through modern, event-driven, cloud-native solutions.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a highly hands-on Principal Engineer to lead the design and development of next-generation Contact Center Digital Engagement Services. In this role, you will build modern, cloud-native, event-driven platforms that power real-time customer interactions across digital channels. You will operate at the intersection of engineering and product development, translating business needs into scalable, high-throughput systems that deliver seamless, omni-channel customer engagement experiences.
As a Principal Engineer, you will be a technical leader and builder—owning end-to-end delivery while actively writing production-grade code and shaping platform architecture. You will design and develop contact center components using open-source communication frameworks such as Asterisk, FreeSWITCH, Kamailio, WebRTC, SIP, RTP, Matrix, and Rocket.Chat, as well as engineer IVR systems with speech recognition and conversational AI integrations. You will build APIs, microservices, and real-time processing capabilities for omni-channel interactions, while partnering across platform engineering, QA, and operations to deliver secure, reliable solutions. Additionally, you will play a key role in migrating legacy systems to open-source, cloud-native platforms and advancing CI/CD, automated testing, and infrastructure-as-code practices—all while driving our strategy to reduce vendor dependency and accelerate innovation.
The Expertise & Skills You Bring
10+ years of software engineering experience delivering enterprise-scale systems
5+ years of hands-on experience with Java and Spring Boot in production environments
Proven ability to define and implement architecture for complex backend systems, including domain modeling, service decomposition, API design, event contracts, and data flows
Experience with real-time communication technologies (WebSockets, Server-Sent Events, SIP, RTP, push notifications)
Strong experience building cloud-native applications using microservices, containers, CI/CD pipelines, automated testing, observability, and production operations
Hands-on experience using AI-assisted development tools (e.g., GitHub Copilot, Claude Code, OpenAI Codex) within real engineering workflows
Deep understanding of secure engineering practices (authentication, authorization, encryption, secrets management, secure service-to-service communication, auditability)
Strong ability to evaluate technical tradeoffs and make pragmatic architectural decisions balancing speed, quality, scalability, and maintainability
Experience defining engineering standards across code quality, API design, testing, observability, and deployment practices
Demonstrated ownership of features end-to-end (concept → design → development → deployment → production support)
Proven ability to mentor engineers and elevate engineering excellence across teams
Strong communication skills with the ability to clearly explain complex concepts to technical and non-technical stakeholders
Master’s degree in Computer Science, Engineering, or equivalent experience
Preferred Differentiators
Experience with contact center platforms or digital communication systems
Exposure to event streaming platforms and architectures at scale
Experience building platforms from scratch (0 → 1) or modernizing large legacy systems
The Team
The Contact Center Digital Engagement Services team is responsible for building the next generation of platforms that power customer interactions across digital channels. We focus on delivering scalable, real-time communication systems that enable seamless, personalized customer experiences while increasing flexibility and control through open, vendor-agnostic solutions.
Our team operates in a highly collaborative, fast-paced environment where engineers take full ownership of the systems they build—from architecture through production operations. We are committed to engineering excellence, continuous improvement, and redefining the future of contact center technology through modern, event-driven, cloud-native solutions.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a highly hands-on Principal Engineer to lead the design and development of next-generation Contact Center Digital Engagement Services. In this role, you will build modern, cloud-native, event-driven platforms that power real-time customer interactions across digital channels. You will operate at the intersection of engineering and product development, translating business needs into scalable, high-throughput systems that deliver seamless, omni-channel customer engagement experiences.
As a Principal Engineer, you will be a technical leader and builder—owning end-to-end delivery while actively writing production-grade code and shaping platform architecture. You will design and develop contact center components using open-source communication frameworks such as Asterisk, FreeSWITCH, Kamailio, WebRTC, SIP, RTP, Matrix, and Rocket.Chat, as well as engineer IVR systems with speech recognition and conversational AI integrations. You will build APIs, microservices, and real-time processing capabilities for omni-channel interactions, while partnering across platform engineering, QA, and operations to deliver secure, reliable solutions. Additionally, you will play a key role in migrating legacy systems to open-source, cloud-native platforms and advancing CI/CD, automated testing, and infrastructure-as-code practices—all while driving our strategy to reduce vendor dependency and accelerate innovation.
The Expertise & Skills You Bring
10+ years of software engineering experience delivering enterprise-scale systems
5+ years of hands-on experience with Java and Spring Boot in production environments
Proven ability to define and implement architecture for complex backend systems, including domain modeling, service decomposition, API design, event contracts, and data flows
Experience with real-time communication technologies (WebSockets, Server-Sent Events, SIP, RTP, push notifications)
Strong experience building cloud-native applications using microservices, containers, CI/CD pipelines, automated testing, observability, and production operations
Hands-on experience using AI-assisted development tools (e.g., GitHub Copilot, Claude Code, OpenAI Codex) within real engineering workflows
Deep understanding of secure engineering practices (authentication, authorization, encryption, secrets management, secure service-to-service communication, auditability)
Strong ability to evaluate technical tradeoffs and make pragmatic architectural decisions balancing speed, quality, scalability, and maintainability
Experience defining engineering standards across code quality, API design, testing, observability, and deployment practices
Demonstrated ownership of features end-to-end (concept → design → development → deployment → production support)
Proven ability to mentor engineers and elevate engineering excellence across teams
Strong communication skills with the ability to clearly explain complex concepts to technical and non-technical stakeholders
Master’s degree in Computer Science, Engineering, or equivalent experience
Preferred Differentiators
Experience with contact center platforms or digital communication systems
Exposure to event streaming platforms and architectures at scale
Experience building platforms from scratch (0 → 1) or modernizing large legacy systems
The Team
The Contact Center Digital Engagement Services team is responsible for building the next generation of platforms that power customer interactions across digital channels. We focus on delivering scalable, real-time communication systems that enable seamless, personalized customer experiences while increasing flexibility and control through open, vendor-agnostic solutions.
Our team operates in a highly collaborative, fast-paced environment where engineers take full ownership of the systems they build—from architecture through production operations. We are committed to engineering excellence, continuous improvement, and redefining the future of contact center technology through modern, event-driven, cloud-native solutions.
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.
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.
]]>Target Class Start Date: September 21, 2026
Are you customer-focused and striving to deliver experiences that foster customer loyalty? Then this might be the right role and opportunity for you! Apply now to be considered for the upcoming class that includes immersive paid training during onboarding!
**Associates in this role can work in Smithfield, RI or in Westlake, TX.
The Role
The Operations & Services Group (OSG) Client Services division is seeking entry-level, driven and knowledgeable associates! As a Representative for Client Services, you will be directly involved in navigating transaction processing and carrying out our already-established record-keeping business practices, provides best in class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization through telephone within contact center. You ensure customer satisfaction by delivering extraordinary service, handling standard and complex interactions, and processing client inquiries received by phone or in writing.
We are customer-obsessed and strive to deliver experiences that foster customer loyalty through consistent, high-quality service, delivered by associates who can effectively transform knowledge to performance, complexity to simplicity, and customer service into relationships.
The Expertise/Skills You Bring
2+ years of relevant experience in either call/contact center customer service and/or financial services operations
Excellent, proactive customer or client servicing skills, highly preferred
Experience working in a very dynamic environment managing competing priorities
Effective time management skills to meet deadlines
Self-motivated and has the desire to proactively take on additional responsibilities
Highly attentive to detail and organized, in order to execute on responsibilities efficiently
You are punctual, and demonstrate a strong dedication to attendance
You have a drive for learning all facets of the OSG Client Services business, including its' teams, systems, and processes
You have phenomenal communication, influencing and problem-solving skills
Working experience multi-tasking and working in a fast-paced environment to meet processing time frames or deadlines
You have the desire to identify areas of improvement and be a part of developing the plan to implement change
You are customer-obsessed and strive to deliver exceptional experiences that foster customer loyalty
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
We provide superior customer service to Fidelity’s Institutional businesses through innovation, dedication, and commitment to excellence. This division is responsible for servicing our customers via inbound phones interactions, transaction processing and record-keeping for the transfer agent, Fidelity Investments Institutional Operations Company, Inc., as well as intermediary support and relationship management for Fidelity Institutional Asset Management (FIAM).
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.
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.
]]>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.
The Expertise We’re Looking For
We ask that you have at least five years in financial sales role
We believe that three or more years of management within a financial services environment is helpful
We require an active Series 9/10, 7 and 66 licenses
The Purpose of Your Role
Our mission in the branch 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. 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.
The Skills You Bring
All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
A contagious enthusiasm for hiring, mentoring and developing new branch associates
Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas
Coordinating and supporting 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
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.
How Your Work Impacts the Organization
You will function as a general manager for the branch, 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.
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.
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.
]]>Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
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.
]]>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.
As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs.
The Expertise We’re Looking For
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
The Purpose of Your Role
The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. 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 rewarding interactions with clients every single day!
The Skills You Bring
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
You have a vested interest in building relationships and being an advocate for clients
You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
Comfort making outbound calls to further educate clients and uncover opportunities
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)
Click here for a story about how we are helping our employee’s payback their student loan debt(opens in a new tab)
The Value You Deliver
Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering
Educating and planning with clients to uncover opportunities that will lead to the client’s success
Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce
Building long-lasting, meaningful relationships with clients
Mentoring and supporting the success of your peers
How Your Work Impacts the Organization
Through your knowledge of financial planning and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture 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 We’re Looking For
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
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 find success in a dynamic, deadline driven, and detailed compliance environment
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
The Purpose of Your Role
The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.
The Skills You Bring
You are able to facilitate setting targeted appointments that improve engagement with clients
You are client oriented and bring great perspective on financial planning
You have a vested interest in being an advocate for your clients
You are professional with a polished communication style compatible with high net worth clientele
Being coachable, collaborative, and curious are your "go to" attributes
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
You are key to the Fidelity relationship strategy
Deepening client relationships through long term mentorship
Collaborating with the Relationship Manager team company wide
Being responsible for the client contact strategy
Building long-lasting meaningful relationships with clients
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you passionate about solving complex data issues and delivering outstanding solutions? At Fidelity Investments, we are looking for an ambitious Data Consultant to join our team. As a Data Consultant, you will play a profound 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.
Supporting internal partners to build and develop coordinated processes that meet margin goals.
Opportunities to serve & interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll.
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 including Operations, Implementations, Workplace Consulting, and Relationship Management team to design/obtain agreement on/develop processes that deliver integrated results where expected
Building and maintaining successful relationships with clients, vendors, internal partners
Balancing constant communication while delivering on responsibilities
The Expertise and Skills You Bring
Education:
Bachelor's degree or equivalent experience (required).
MBA (a plus).
Experience:
A deep understanding of Defined Benefit plans.
5-8 years in project management, consulting, total benefits outsourcing administration, and/or new business implementation.
Defined Benefit implementation experience is strongly preferred.
Skills:
Demonstrated experience in recommending administrative, benefits process, and/or builds aligning with outsourcing product/services solutions.
Capable of working with large data sets, thinking analytically, and report out status and/or story.
Outstanding project management skills.
Proven ability to manage various sized, client-facing program/project teams to successful completion.
Strong ability to navigate and manage client and/or vendor relationships.
Heavy collaboration and storytelling skills, conveying confidence in your team's end goal.
Ownership of outcomes and clear communication of the status and results.
The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you passionate about solving complex data issues and delivering outstanding solutions? At Fidelity Investments, we are looking for an ambitious Data Consultant to join our team. As a Data Consultant, you will play a profound 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.
Supporting internal partners to build and develop coordinated processes that meet margin goals.
Opportunities to serve & interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll.
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 including Operations, Implementations, Workplace Consulting, and Relationship Management team to design/obtain agreement on/develop processes that deliver integrated results where expected
Building and maintaining successful relationships with clients, vendors, internal partners
Balancing constant communication while delivering on responsibilities
The Expertise and Skills You Bring
Education:
Bachelor's degree or equivalent experience (required).
MBA (a plus).
Experience:
A deep understanding of Defined Benefit plans.
5-8 years in project management, consulting, total benefits outsourcing administration, and/or new business implementation.
Defined Benefit implementation experience is strongly preferred.
Skills:
Demonstrated experience in recommending administrative, benefits process, and/or builds aligning with outsourcing product/services solutions.
Capable of working with large data sets, thinking analytically, and report out status and/or story.
Outstanding project management skills.
Proven ability to manage various sized, client-facing program/project teams to successful completion.
Strong ability to navigate and manage client and/or vendor relationships.
Heavy collaboration and storytelling skills, conveying confidence in your team's end goal.
Ownership of outcomes and clear communication of the status and results.
The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you passionate about solving complex data issues and delivering outstanding solutions? At Fidelity Investments, we are looking for an ambitious Data Consultant to join our team. As a Data Consultant, you will play a profound 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.
Supporting internal partners to build and develop coordinated processes that meet margin goals.
Opportunities to serve & interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll.
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 including Operations, Implementations, Workplace Consulting, and Relationship Management team to design/obtain agreement on/develop processes that deliver integrated results where expected
Building and maintaining successful relationships with clients, vendors, internal partners
Balancing constant communication while delivering on responsibilities
The Expertise and Skills You Bring
Education:
Bachelor's degree or equivalent experience (required).
MBA (a plus).
Experience:
A deep understanding of Defined Benefit plans.
5-8 years in project management, consulting, total benefits outsourcing administration, and/or new business implementation.
Defined Benefit implementation experience is strongly preferred.
Skills:
Demonstrated experience in recommending administrative, benefits process, and/or builds aligning with outsourcing product/services solutions.
Capable of working with large data sets, thinking analytically, and report out status and/or story.
Outstanding project management skills.
Proven ability to manage various sized, client-facing program/project teams to successful completion.
Strong ability to navigate and manage client and/or vendor relationships.
Heavy collaboration and storytelling skills, conveying confidence in your team's end goal.
Ownership of outcomes and clear communication of the status and results.
The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you passionate about solving complex data issues and delivering outstanding solutions? At Fidelity Investments, we are looking for an ambitious Data Consultant to join our team. As a Data Consultant, you will play a profound 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.
Supporting internal partners to build and develop coordinated processes that meet margin goals.
Opportunities to serve & interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll.
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 including Operations, Implementations, Workplace Consulting, and Relationship Management team to design/obtain agreement on/develop processes that deliver integrated results where expected
Building and maintaining successful relationships with clients, vendors, internal partners
Balancing constant communication while delivering on responsibilities
The Expertise and Skills You Bring
Education:
Bachelor's degree or equivalent experience (required).
MBA (a plus).
Experience:
A deep understanding of Defined Benefit plans.
5-8 years in project management, consulting, total benefits outsourcing administration, and/or new business implementation.
Defined Benefit implementation experience is strongly preferred.
Skills:
Demonstrated experience in recommending administrative, benefits process, and/or builds aligning with outsourcing product/services solutions.
Capable of working with large data sets, thinking analytically, and report out status and/or story.
Outstanding project management skills.
Proven ability to manage various sized, client-facing program/project teams to successful completion.
Strong ability to navigate and manage client and/or vendor relationships.
Heavy collaboration and storytelling skills, conveying confidence in your team's end goal.
Ownership of outcomes and clear communication of the status and results.
The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you passionate about solving complex data issues and delivering outstanding solutions? At Fidelity Investments, we are looking for an ambitious Data Consultant to join our team. As a Data Consultant, you will play a profound 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.
Supporting internal partners to build and develop coordinated processes that meet margin goals.
Opportunities to serve & interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll.
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 including Operations, Implementations, Workplace Consulting, and Relationship Management team to design/obtain agreement on/develop processes that deliver integrated results where expected
Building and maintaining successful relationships with clients, vendors, internal partners
Balancing constant communication while delivering on responsibilities
The Expertise and Skills You Bring
Education:
Bachelor's degree or equivalent experience (required).
MBA (a plus).
Experience:
A deep understanding of Defined Benefit plans.
5-8 years in project management, consulting, total benefits outsourcing administration, and/or new business implementation.
Defined Benefit implementation experience is strongly preferred.
Skills:
Demonstrated experience in recommending administrative, benefits process, and/or builds aligning with outsourcing product/services solutions.
Capable of working with large data sets, thinking analytically, and report out status and/or story.
Outstanding project management skills.
Proven ability to manage various sized, client-facing program/project teams to successful completion.
Strong ability to navigate and manage client and/or vendor relationships.
Heavy collaboration and storytelling skills, conveying confidence in your team's end goal.
Ownership of outcomes and clear communication of the status and results.
The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you passionate about solving complex data issues and delivering outstanding solutions? At Fidelity Investments, we are looking for an ambitious Data Consultant to join our team. As a Data Consultant, you will play a profound 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.
Supporting internal partners to build and develop coordinated processes that meet margin goals.
Opportunities to serve & interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll.
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 including Operations, Implementations, Workplace Consulting, and Relationship Management team to design/obtain agreement on/develop processes that deliver integrated results where expected
Building and maintaining successful relationships with clients, vendors, internal partners
Balancing constant communication while delivering on responsibilities
The Expertise and Skills You Bring
Education:
Bachelor's degree or equivalent experience (required).
MBA (a plus).
Experience:
A deep understanding of Defined Benefit plans.
5-8 years in project management, consulting, total benefits outsourcing administration, and/or new business implementation.
Defined Benefit implementation experience is strongly preferred.
Skills:
Demonstrated experience in recommending administrative, benefits process, and/or builds aligning with outsourcing product/services solutions.
Capable of working with large data sets, thinking analytically, and report out status and/or story.
Outstanding project management skills.
Proven ability to manage various sized, client-facing program/project teams to successful completion.
Strong ability to navigate and manage client and/or vendor relationships.
Heavy collaboration and storytelling skills, conveying confidence in your team's end goal.
Ownership of outcomes and clear communication of the status and results.
The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you passionate about solving complex data issues and delivering outstanding solutions? At Fidelity Investments, we are looking for an ambitious Data Consultant to join our team. As a Data Consultant, you will play a profound 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.
Supporting internal partners to build and develop coordinated processes that meet margin goals.
Opportunities to serve & interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll.
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 including Operations, Implementations, Workplace Consulting, and Relationship Management team to design/obtain agreement on/develop processes that deliver integrated results where expected
Building and maintaining successful relationships with clients, vendors, internal partners
Balancing constant communication while delivering on responsibilities
The Expertise and Skills You Bring
Education:
Bachelor's degree or equivalent experience (required).
MBA (a plus).
Experience:
A deep understanding of Defined Benefit plans.
5-8 years in project management, consulting, total benefits outsourcing administration, and/or new business implementation.
Defined Benefit implementation experience is strongly preferred.
Skills:
Demonstrated experience in recommending administrative, benefits process, and/or builds aligning with outsourcing product/services solutions.
Capable of working with large data sets, thinking analytically, and report out status and/or story.
Outstanding project management skills.
Proven ability to manage various sized, client-facing program/project teams to successful completion.
Strong ability to navigate and manage client and/or vendor relationships.
Heavy collaboration and storytelling skills, conveying confidence in your team's end goal.
Ownership of outcomes and clear communication of the status and results.
The Fidelity Workplace Consulting Group is made up of over 600 professionals who advise clients on the management of their domestic and global benefits. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
SVP, Head of Investment Sales Desk
The Role
As a critical leadership role within the firm, the SVP, Head of Investment Sales Desk drives growth, client engagement, and market impact across Fidelity’s intermediary business by leading sales teams that support wealth, insurance, and defined contribution channels. This leader oversees the distribution of a comprehensive suite of solutions—including mutual funds, ETFs, SMAs, alternatives, and model portfolios—while advancing custom portfolio construction capabilities. Reporting to the Head of Intermediary Distribution, this role sets the strategic direction for the sales desk, builds strong cross-functional partnerships, and ensures financial advisors are equipped with actionable investment insights and practice management thought leadership.
Job Responsibilities
Industry Experience
The Skills Required:
The Team
The Intermediary Investments Client Group is dedicated to raising assets across our tremendous line up of Fidelity’s investment capabilities. Your team will be accountable for driving sales results through financial intermediaries such as financial advisors and registered investment advisors. You will have a big impact on individual associate development allowing your team to succeed in role and setting up strong career paths. Simultaneously, you will positively be impacting the business results for Fidelity Institutional. You will be able to teach the value of collaboration, inclusivity, mentorship, and allyship which your team will carry through their Fidelity career.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>SVP, Head of Investment Sales Desk
The Role
As a critical leadership role within the firm, the SVP, Head of Investment Sales Desk drives growth, client engagement, and market impact across Fidelity’s intermediary business by leading sales teams that support wealth, insurance, and defined contribution channels. This leader oversees the distribution of a comprehensive suite of solutions—including mutual funds, ETFs, SMAs, alternatives, and model portfolios—while advancing custom portfolio construction capabilities. Reporting to the Head of Intermediary Distribution, this role sets the strategic direction for the sales desk, builds strong cross-functional partnerships, and ensures financial advisors are equipped with actionable investment insights and practice management thought leadership.
Job Responsibilities
Industry Experience
The Skills Required:
The Team
The Intermediary Investments Client Group is dedicated to raising assets across our tremendous line up of Fidelity’s investment capabilities. Your team will be accountable for driving sales results through financial intermediaries such as financial advisors and registered investment advisors. You will have a big impact on individual associate development allowing your team to succeed in role and setting up strong career paths. Simultaneously, you will positively be impacting the business results for Fidelity Institutional. You will be able to teach the value of collaboration, inclusivity, mentorship, and allyship which your team will carry through their Fidelity career.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The VP, Compliance position is a leadership role within the Wealth and Brokerage (W and B) Compliance team, responsible for providing compliance leadership and counsel on regulatory and compliance requirements related to Fidelity Brokerage Services (FBS) and working in close collaboration with related business units. This role will serve as the central cross-business unit compliance contact for design, governance and oversight for personal card services products offered by Fidelity focusing on a number of areas including, but not limited to, a framework to comply with Regulation E, compliance obligations with respect to fraud and dispute handling, complaint management, customer protection obligations and card-specific controls.
Prior experience with personal card services and cash management features, such as debit cards and credit cards and the related regulations is strictly required.
Debit Card experience should include retail (direct to consumer), intermediary advisor managed, and employer sponsored healthcare debit card offerings.
Familiar with and developed a payment/debit card program with a focus on policies and procedures.
Experience in a distributed model with multiple vendors and corporate legal entities involved in the end-to-end payments process and BIN sponsorship agreements.
Experience with programmatic design and support, including reporting on the state of the program, status of development towards long-term initiatives, and potential watch areas.
BA/BS degree required, JD, MBA, or advanced business degree a plus.
10 years of financial services experience.
5 years in a compliance, risk, or legal role in financial services with an understanding of multiple regulatory rules and requirements (e.g. FINRA, MSRB, SEC, FRB, banking regulations, and state securities laws, etc.).
Strong ability to work and lead in a fast-paced matrixed framework.
Strong self-starter, collaborator, relationship builder, and strategic problem solver.
Sophisticated ability to understand, research and analyze complex financial, legal, operational, and regulatory requirements.
Identify, escalate and consult on problems and issues across the business unit and develop strategic solutions to address business needs.
Sophisticated presentation skills and an effective communicator; you are skilled at interactions with employees at all levels.
Strong writing skills, with an ability to make complex topics understandable.
Influence key decision makers through a combination of knowledge, reasoning, and relationships.
The Wealth and Brokgerage Compliance team provides compliance support to teams supporting a wide array of products and services including wealth management, retirement planning, active trading and brokerage services, cash management, college savings, and financial planning and engagement programs. As a key member of the leadership team, you will provide consultation and advice on payment/debit card programs, cash management features, broker-dealer products and services offerings to help the business achieve regulatory compliance. While the areas of product and service support may evolve over time to support changes in the business, this specific role will largely be focused on supporting the firm’s personal card services and cash management features. You will oversee the design and development of compliance solutions and controls to mitigate risk to the broker-dealer.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The VP, Compliance position is a leadership role within the Wealth and Brokerage (W and B) Compliance team, responsible for providing compliance leadership and counsel on regulatory and compliance requirements related to Fidelity Brokerage Services (FBS) and working in close collaboration with related business units. This role will serve as the central cross-business unit compliance contact for design, governance and oversight for personal card services products offered by Fidelity focusing on a number of areas including, but not limited to, a framework to comply with Regulation E, compliance obligations with respect to fraud and dispute handling, complaint management, customer protection obligations and card-specific controls.
Prior experience with personal card services and cash management features, such as debit cards and credit cards and the related regulations is strictly required.
Debit Card experience should include retail (direct to consumer), intermediary advisor managed, and employer sponsored healthcare debit card offerings.
Familiar with and developed a payment/debit card program with a focus on policies and procedures.
Experience in a distributed model with multiple vendors and corporate legal entities involved in the end-to-end payments process and BIN sponsorship agreements.
Experience with programmatic design and support, including reporting on the state of the program, status of development towards long-term initiatives, and potential watch areas.
BA/BS degree required, JD, MBA, or advanced business degree a plus.
10 years of financial services experience.
5 years in a compliance, risk, or legal role in financial services with an understanding of multiple regulatory rules and requirements (e.g. FINRA, MSRB, SEC, FRB, banking regulations, and state securities laws, etc.).
Strong ability to work and lead in a fast-paced matrixed framework.
Strong self-starter, collaborator, relationship builder, and strategic problem solver.
Sophisticated ability to understand, research and analyze complex financial, legal, operational, and regulatory requirements.
Identify, escalate and consult on problems and issues across the business unit and develop strategic solutions to address business needs.
Sophisticated presentation skills and an effective communicator; you are skilled at interactions with employees at all levels.
Strong writing skills, with an ability to make complex topics understandable.
Influence key decision makers through a combination of knowledge, reasoning, and relationships.
The Wealth and Brokgerage Compliance team provides compliance support to teams supporting a wide array of products and services including wealth management, retirement planning, active trading and brokerage services, cash management, college savings, and financial planning and engagement programs. As a key member of the leadership team, you will provide consultation and advice on payment/debit card programs, cash management features, broker-dealer products and services offerings to help the business achieve regulatory compliance. While the areas of product and service support may evolve over time to support changes in the business, this specific role will largely be focused on supporting the firm’s personal card services and cash management features. You will oversee the design and development of compliance solutions and controls to mitigate risk to the broker-dealer.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The VP, Compliance position is a leadership role within the Wealth and Brokerage (W and B) Compliance team, responsible for providing compliance leadership and counsel on regulatory and compliance requirements related to Fidelity Brokerage Services (FBS) and working in close collaboration with related business units. This role will serve as the central cross-business unit compliance contact for design, governance and oversight for personal card services products offered by Fidelity focusing on a number of areas including, but not limited to, a framework to comply with Regulation E, compliance obligations with respect to fraud and dispute handling, complaint management, customer protection obligations and card-specific controls.
Prior experience with personal card services and cash management features, such as debit cards and credit cards and the related regulations is strictly required.
Debit Card experience should include retail (direct to consumer), intermediary advisor managed, and employer sponsored healthcare debit card offerings.
Familiar with and developed a payment/debit card program with a focus on policies and procedures.
Experience in a distributed model with multiple vendors and corporate legal entities involved in the end-to-end payments process and BIN sponsorship agreements.
Experience with programmatic design and support, including reporting on the state of the program, status of development towards long-term initiatives, and potential watch areas.
BA/BS degree required, JD, MBA, or advanced business degree a plus.
10 years of financial services experience.
5 years in a compliance, risk, or legal role in financial services with an understanding of multiple regulatory rules and requirements (e.g. FINRA, MSRB, SEC, FRB, banking regulations, and state securities laws, etc.).
Strong ability to work and lead in a fast-paced matrixed framework.
Strong self-starter, collaborator, relationship builder, and strategic problem solver.
Sophisticated ability to understand, research and analyze complex financial, legal, operational, and regulatory requirements.
Identify, escalate and consult on problems and issues across the business unit and develop strategic solutions to address business needs.
Sophisticated presentation skills and an effective communicator; you are skilled at interactions with employees at all levels.
Strong writing skills, with an ability to make complex topics understandable.
Influence key decision makers through a combination of knowledge, reasoning, and relationships.
The Wealth and Brokgerage Compliance team provides compliance support to teams supporting a wide array of products and services including wealth management, retirement planning, active trading and brokerage services, cash management, college savings, and financial planning and engagement programs. As a key member of the leadership team, you will provide consultation and advice on payment/debit card programs, cash management features, broker-dealer products and services offerings to help the business achieve regulatory compliance. While the areas of product and service support may evolve over time to support changes in the business, this specific role will largely be focused on supporting the firm’s personal card services and cash management features. You will oversee the design and development of compliance solutions and controls to mitigate risk to the broker-dealer.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The VP, Compliance position is a leadership role within the Wealth and Brokerage (W and B) Compliance team, responsible for providing compliance leadership and counsel on regulatory and compliance requirements related to Fidelity Brokerage Services (FBS) and working in close collaboration with related business units. This role will serve as the central cross-business unit compliance contact for design, governance and oversight for personal card services products offered by Fidelity focusing on a number of areas including, but not limited to, a framework to comply with Regulation E, compliance obligations with respect to fraud and dispute handling, complaint management, customer protection obligations and card-specific controls.
Prior experience with personal card services and cash management features, such as debit cards and credit cards and the related regulations is strictly required.
Debit Card experience should include retail (direct to consumer), intermediary advisor managed, and employer sponsored healthcare debit card offerings.
Familiar with and developed a payment/debit card program with a focus on policies and procedures.
Experience in a distributed model with multiple vendors and corporate legal entities involved in the end-to-end payments process and BIN sponsorship agreements.
Experience with programmatic design and support, including reporting on the state of the program, status of development towards long-term initiatives, and potential watch areas.
BA/BS degree required, JD, MBA, or advanced business degree a plus.
10 years of financial services experience.
5 years in a compliance, risk, or legal role in financial services with an understanding of multiple regulatory rules and requirements (e.g. FINRA, MSRB, SEC, FRB, banking regulations, and state securities laws, etc.).
Strong ability to work and lead in a fast-paced matrixed framework.
Strong self-starter, collaborator, relationship builder, and strategic problem solver.
Sophisticated ability to understand, research and analyze complex financial, legal, operational, and regulatory requirements.
Identify, escalate and consult on problems and issues across the business unit and develop strategic solutions to address business needs.
Sophisticated presentation skills and an effective communicator; you are skilled at interactions with employees at all levels.
Strong writing skills, with an ability to make complex topics understandable.
Influence key decision makers through a combination of knowledge, reasoning, and relationships.
The Wealth and Brokgerage Compliance team provides compliance support to teams supporting a wide array of products and services including wealth management, retirement planning, active trading and brokerage services, cash management, college savings, and financial planning and engagement programs. As a key member of the leadership team, you will provide consultation and advice on payment/debit card programs, cash management features, broker-dealer products and services offerings to help the business achieve regulatory compliance. While the areas of product and service support may evolve over time to support changes in the business, this specific role will largely be focused on supporting the firm’s personal card services and cash management features. You will oversee the design and development of compliance solutions and controls to mitigate risk to the broker-dealer.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The VP, Compliance position is a leadership role within the Wealth and Brokerage (W and B) Compliance team, responsible for providing compliance leadership and counsel on regulatory and compliance requirements related to Fidelity Brokerage Services (FBS) and working in close collaboration with related business units. This role will serve as the central cross-business unit compliance contact for design, governance and oversight for personal card services products offered by Fidelity focusing on a number of areas including, but not limited to, a framework to comply with Regulation E, compliance obligations with respect to fraud and dispute handling, complaint management, customer protection obligations and card-specific controls.
Prior experience with personal card services and cash management features, such as debit cards and credit cards and the related regulations is strictly required.
Debit Card experience should include retail (direct to consumer), intermediary advisor managed, and employer sponsored healthcare debit card offerings.
Familiar with and developed a payment/debit card program with a focus on policies and procedures.
Experience in a distributed model with multiple vendors and corporate legal entities involved in the end-to-end payments process and BIN sponsorship agreements.
Experience with programmatic design and support, including reporting on the state of the program, status of development towards long-term initiatives, and potential watch areas.
BA/BS degree required, JD, MBA, or advanced business degree a plus.
10 years of financial services experience.
5 years in a compliance, risk, or legal role in financial services with an understanding of multiple regulatory rules and requirements (e.g. FINRA, MSRB, SEC, FRB, banking regulations, and state securities laws, etc.).
Strong ability to work and lead in a fast-paced matrixed framework.
Strong self-starter, collaborator, relationship builder, and strategic problem solver.
Sophisticated ability to understand, research and analyze complex financial, legal, operational, and regulatory requirements.
Identify, escalate and consult on problems and issues across the business unit and develop strategic solutions to address business needs.
Sophisticated presentation skills and an effective communicator; you are skilled at interactions with employees at all levels.
Strong writing skills, with an ability to make complex topics understandable.
Influence key decision makers through a combination of knowledge, reasoning, and relationships.
The Wealth and Brokgerage Compliance team provides compliance support to teams supporting a wide array of products and services including wealth management, retirement planning, active trading and brokerage services, cash management, college savings, and financial planning and engagement programs. As a key member of the leadership team, you will provide consultation and advice on payment/debit card programs, cash management features, broker-dealer products and services offerings to help the business achieve regulatory compliance. While the areas of product and service support may evolve over time to support changes in the business, this specific role will largely be focused on supporting the firm’s personal card services and cash management features. You will oversee the design and development of compliance solutions and controls to mitigate risk to the broker-dealer.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The VP, Compliance position is a leadership role within the Wealth and Brokerage (W and B) Compliance team, responsible for providing compliance leadership and counsel on regulatory and compliance requirements related to Fidelity Brokerage Services (FBS) and working in close collaboration with related business units. This role will serve as the central cross-business unit compliance contact for design, governance and oversight for personal card services products offered by Fidelity focusing on a number of areas including, but not limited to, a framework to comply with Regulation E, compliance obligations with respect to fraud and dispute handling, complaint management, customer protection obligations and card-specific controls.
Prior experience with personal card services and cash management features, such as debit cards and credit cards and the related regulations is strictly required.
Debit Card experience should include retail (direct to consumer), intermediary advisor managed, and employer sponsored healthcare debit card offerings.
Familiar with and developed a payment/debit card program with a focus on policies and procedures.
Experience in a distributed model with multiple vendors and corporate legal entities involved in the end-to-end payments process and BIN sponsorship agreements.
Experience with programmatic design and support, including reporting on the state of the program, status of development towards long-term initiatives, and potential watch areas.
BA/BS degree required, JD, MBA, or advanced business degree a plus.
10 years of financial services experience.
5 years in a compliance, risk, or legal role in financial services with an understanding of multiple regulatory rules and requirements (e.g. FINRA, MSRB, SEC, FRB, banking regulations, and state securities laws, etc.).
Strong ability to work and lead in a fast-paced matrixed framework.
Strong self-starter, collaborator, relationship builder, and strategic problem solver.
Sophisticated ability to understand, research and analyze complex financial, legal, operational, and regulatory requirements.
Identify, escalate and consult on problems and issues across the business unit and develop strategic solutions to address business needs.
Sophisticated presentation skills and an effective communicator; you are skilled at interactions with employees at all levels.
Strong writing skills, with an ability to make complex topics understandable.
Influence key decision makers through a combination of knowledge, reasoning, and relationships.
The Wealth and Brokgerage Compliance team provides compliance support to teams supporting a wide array of products and services including wealth management, retirement planning, active trading and brokerage services, cash management, college savings, and financial planning and engagement programs. As a key member of the leadership team, you will provide consultation and advice on payment/debit card programs, cash management features, broker-dealer products and services offerings to help the business achieve regulatory compliance. While the areas of product and service support may evolve over time to support changes in the business, this specific role will largely be focused on supporting the firm’s personal card services and cash management features. You will oversee the design and development of compliance solutions and controls to mitigate risk to the broker-dealer.
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.
Financial Services Representative
Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.
What to expect…
In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.
Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.
Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.
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.
Advantages of our career development experience…
You are supported. 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.
You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.
You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will 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.
You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.
The expertise we’re looking for…
High energy and enthusiasm with a natural 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
The Skills You Bring
Eagerness to learn and build a career in financial services
Ability to deliver an outstanding customer experience
Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
Coachability, collaboration and curiosity will fuel your success
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity Personal Trust Company, FSB (FPTC) is looking for an energetic professional to join its team as an Associate Regional Trust Specialist (ARTS)! In this role, you will be instrumental in bringing business into FPTC and supporting Fidelity’s high net worth clients in all fifty states. This role can work out of Merrimack, New Hampshire or Smithfield, Rhode Island. In this role, you will be:
We are seeking an experienced professional with a proven record of working with trusts. The successful candidate should be able to read complex trust documents and have a solid understanding of personal and trust taxation, fiduciary law, and estate planning. The successful candidate will also have:
Fidelity Personal Trust Company, FSB is a federally chartered trust company that offers personal trust services to Fidelity’s high net worth customers in every state. Our Regional Trust Specialist team provides education and guidance to Fidelity’s client-facing associates nationwide, helping them to position FPTC as a successor trustee or current trustee for those clients. The position works directly with prospects, clients, clients’ counsel, and advisors and currently reports to the Vice President, Chief Fiduciary Officer.
Fidelity Wealth’s Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth’s customers and their families and developing offerings and solutions that meet their needs throughout their lifetime
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity Personal Trust Company, FSB (FPTC) is looking for an energetic professional to join its team as an Associate Regional Trust Specialist (ARTS)! In this role, you will be instrumental in bringing business into FPTC and supporting Fidelity’s high net worth clients in all fifty states. This role can work out of Merrimack, New Hampshire or Smithfield, Rhode Island. In this role, you will be:
We are seeking an experienced professional with a proven record of working with trusts. The successful candidate should be able to read complex trust documents and have a solid understanding of personal and trust taxation, fiduciary law, and estate planning. The successful candidate will also have:
Fidelity Personal Trust Company, FSB is a federally chartered trust company that offers personal trust services to Fidelity’s high net worth customers in every state. Our Regional Trust Specialist team provides education and guidance to Fidelity’s client-facing associates nationwide, helping them to position FPTC as a successor trustee or current trustee for those clients. The position works directly with prospects, clients, clients’ counsel, and advisors and currently reports to the Vice President, Chief Fiduciary Officer.
Fidelity Wealth’s Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth’s customers and their families and developing offerings and solutions that meet their needs throughout their lifetime
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position
The Role
Are you energized by how emerging technologies are reshaping financial services—and curious about what comes next before clear rules or frameworks emerge? Do you enjoy exploring complex questions where technology, innovation, and responsibility intersect? This role sits at the crossroads of innovation, technology, and public policy, helping Fidelity navigate change while staying grounded in trust and long‑term stewardship.
As Policy Director, Digital Assets & Emerging Technology, you will help shape how Fidelity engages with blockchain‑based innovation and cross‑enterprise technology change. Working closely across the firm, you will support thoughtful decision‑making as new technologies influence markets, business models, and investor expectations.
Your role:
Shaping strategic thinking on blockchain, digital assets, and emerging technologies across financial services
Partnering with business, legal, compliance, risk, and technology teams to evaluate new ideas and initiatives
Translating evolving technology concepts into clear policy, risk, and regulatory considerations
Asking forward‑looking questions about how technology changes incentives, responsibilities, and oversight
Monitoring trends across market innovation, including the rise of agentic financial services and intersections with cybersecurity, privacy, and artificial intelligence
Supporting external engagement with regulators, policymakers, and industry groups in a constructive and informed way
Preparing senior leaders for decisions amid uncertainty and change
The Expertise and Skills You Bring:
This role is designed for someone who understands crypto and emerging technologies and enjoys working through questions where the answers are still forming. You bring familiarity with blockchain, digital asset ecosystems, or adjacent technologies, along with the ability to think in systems rather than silos.
You are comfortable operating in ambiguity, asking insightful questions, and collaborating across disciplines to surface risks, trade‑offs, and opportunities. This role values judgment, curiosity, and the ability to connect ideas across technology, business models, and risk considerations.
Experience engaging with policy, regulatory, or risk topics is helpful, but deep specialization is not required. What matters most is how you think, how you communicate, and how you partner with others.
We are particularly interested in candidates who demonstrate:
Understanding of blockchain systems and emerging technology use cases
Experience applying emerging technology within financial services, fintech, or market infrastructure
Ability to translate complex ideas across technical and non‑technical audiences
Clear written and verbal communication skills
Intellectual curiosity and sound judgment when navigating new or unfamiliar issues
The Team
This role sits within Fidelity’s Policy & Regulatory Strategy organization, which works across the enterprise to support thoughtful engagement with regulators, policymakers, and industry partners. Our work connects innovation with responsibility, helping Fidelity adapt as markets and technologies evolve.
This role collaborates closely with investment, brokerage, digital assets, legal, compliance, risk, and technology teams, as well as with external stakeholders across government, industry, and the broader financial ecosystem.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
Do you excel at helping clients solve challenging issues? Do you have knowledge of the Defined Contribution Plan benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and cost-effective quality solutions regarding their benefit programs.
The Director, Defined Contribution Senior Consultant is responsible for business development and overall service delivery of data consulting services to the client. The Senior Data Consultant will communicate directly with clients as well as participate in project status meetings with the Consultant. Additionally, they will work with the Consultant and the internal Fidelity team, as needed, in identifying and reviewing the client's data and custom administration needs and propose solutions to meet them. The Senior Data Consultant will be accountable for program management of the client assignment working in a deadline-oriented environment.
Building, managing and expanding client relationships by delivering a superior level of customer satisfaction with every engagement.
Leading the creation and delivery of value-add proposal to the client, up to and including client contract sign-off and approval.
Ensuring project team members deliver realistic project plans including scope, duration and effort.
Providing oversight to the program to ensure it is tracking to the strategy, plan and budget.
Identifying risk areas and lead team to appropriate solutions when obstacles are encountered.
Identifying, defining, obtaining, digesting and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration and data utilization.
10 years of experience in a Defined Contribution benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)
3 years of business development experience
5 years focused on program/project management
Understanding of Defined Contribution plan benefits and record keeping administration is required. Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus.
You excel at leading the initial new business development process from prospecting to closure.
You have strong relationship management skills including relationship building, influencing, negotiation and a consultative approach.
You have strong problem solving and exceptional program management skills.
You have an expansive depth and breadth of the Defined Contribution industry.
The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic benefits. This is a fast-growing business within Fidelity, providing a broad variety of services that touch on every area of benefits design, strategy, funding, communication, and delivery! While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
Do you excel at helping clients solve challenging issues? Do you have knowledge of the Defined Contribution Plan benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and cost-effective quality solutions regarding their benefit programs.
The Director, Defined Contribution Senior Consultant is responsible for business development and overall service delivery of data consulting services to the client. The Senior Data Consultant will communicate directly with clients as well as participate in project status meetings with the Consultant. Additionally, they will work with the Consultant and the internal Fidelity team, as needed, in identifying and reviewing the client's data and custom administration needs and propose solutions to meet them. The Senior Data Consultant will be accountable for program management of the client assignment working in a deadline-oriented environment.
Building, managing and expanding client relationships by delivering a superior level of customer satisfaction with every engagement.
Leading the creation and delivery of value-add proposal to the client, up to and including client contract sign-off and approval.
Ensuring project team members deliver realistic project plans including scope, duration and effort.
Providing oversight to the program to ensure it is tracking to the strategy, plan and budget.
Identifying risk areas and lead team to appropriate solutions when obstacles are encountered.
Identifying, defining, obtaining, digesting and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration and data utilization.
10 years of experience in a Defined Contribution benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)
3 years of business development experience
5 years focused on program/project management
Understanding of Defined Contribution plan benefits and record keeping administration is required. Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus.
You excel at leading the initial new business development process from prospecting to closure.
You have strong relationship management skills including relationship building, influencing, negotiation and a consultative approach.
You have strong problem solving and exceptional program management skills.
You have an expansive depth and breadth of the Defined Contribution industry.
The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic benefits. This is a fast-growing business within Fidelity, providing a broad variety of services that touch on every area of benefits design, strategy, funding, communication, and delivery! While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
Do you excel at helping clients solve challenging issues? Do you have knowledge of the Defined Contribution Plan benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and cost-effective quality solutions regarding their benefit programs.
The Director, Defined Contribution Senior Consultant is responsible for business development and overall service delivery of data consulting services to the client. The Senior Data Consultant will communicate directly with clients as well as participate in project status meetings with the Consultant. Additionally, they will work with the Consultant and the internal Fidelity team, as needed, in identifying and reviewing the client's data and custom administration needs and propose solutions to meet them. The Senior Data Consultant will be accountable for program management of the client assignment working in a deadline-oriented environment.
Building, managing and expanding client relationships by delivering a superior level of customer satisfaction with every engagement.
Leading the creation and delivery of value-add proposal to the client, up to and including client contract sign-off and approval.
Ensuring project team members deliver realistic project plans including scope, duration and effort.
Providing oversight to the program to ensure it is tracking to the strategy, plan and budget.
Identifying risk areas and lead team to appropriate solutions when obstacles are encountered.
Identifying, defining, obtaining, digesting and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration and data utilization.
10 years of experience in a Defined Contribution benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)
3 years of business development experience
5 years focused on program/project management
Understanding of Defined Contribution plan benefits and record keeping administration is required. Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus.
You excel at leading the initial new business development process from prospecting to closure.
You have strong relationship management skills including relationship building, influencing, negotiation and a consultative approach.
You have strong problem solving and exceptional program management skills.
You have an expansive depth and breadth of the Defined Contribution industry.
The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic benefits. This is a fast-growing business within Fidelity, providing a broad variety of services that touch on every area of benefits design, strategy, funding, communication, and delivery! While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
Do you excel at helping clients solve challenging issues? Do you have knowledge of the Defined Contribution Plan benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and cost-effective quality solutions regarding their benefit programs.
The Director, Defined Contribution Senior Consultant is responsible for business development and overall service delivery of data consulting services to the client. The Senior Data Consultant will communicate directly with clients as well as participate in project status meetings with the Consultant. Additionally, they will work with the Consultant and the internal Fidelity team, as needed, in identifying and reviewing the client's data and custom administration needs and propose solutions to meet them. The Senior Data Consultant will be accountable for program management of the client assignment working in a deadline-oriented environment.
Building, managing and expanding client relationships by delivering a superior level of customer satisfaction with every engagement.
Leading the creation and delivery of value-add proposal to the client, up to and including client contract sign-off and approval.
Ensuring project team members deliver realistic project plans including scope, duration and effort.
Providing oversight to the program to ensure it is tracking to the strategy, plan and budget.
Identifying risk areas and lead team to appropriate solutions when obstacles are encountered.
Identifying, defining, obtaining, digesting and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration and data utilization.
10 years of experience in a Defined Contribution benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)
3 years of business development experience
5 years focused on program/project management
Understanding of Defined Contribution plan benefits and record keeping administration is required. Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus.
You excel at leading the initial new business development process from prospecting to closure.
You have strong relationship management skills including relationship building, influencing, negotiation and a consultative approach.
You have strong problem solving and exceptional program management skills.
You have an expansive depth and breadth of the Defined Contribution industry.
The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic benefits. This is a fast-growing business within Fidelity, providing a broad variety of services that touch on every area of benefits design, strategy, funding, communication, and delivery! While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
Do you excel at helping clients solve challenging issues? Do you have knowledge of the Defined Contribution Plan benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and cost-effective quality solutions regarding their benefit programs.
The Director, Defined Contribution Senior Consultant is responsible for business development and overall service delivery of data consulting services to the client. The Senior Data Consultant will communicate directly with clients as well as participate in project status meetings with the Consultant. Additionally, they will work with the Consultant and the internal Fidelity team, as needed, in identifying and reviewing the client's data and custom administration needs and propose solutions to meet them. The Senior Data Consultant will be accountable for program management of the client assignment working in a deadline-oriented environment.
Building, managing and expanding client relationships by delivering a superior level of customer satisfaction with every engagement.
Leading the creation and delivery of value-add proposal to the client, up to and including client contract sign-off and approval.
Ensuring project team members deliver realistic project plans including scope, duration and effort.
Providing oversight to the program to ensure it is tracking to the strategy, plan and budget.
Identifying risk areas and lead team to appropriate solutions when obstacles are encountered.
Identifying, defining, obtaining, digesting and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration and data utilization.
10 years of experience in a Defined Contribution benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)
3 years of business development experience
5 years focused on program/project management
Understanding of Defined Contribution plan benefits and record keeping administration is required. Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus.
You excel at leading the initial new business development process from prospecting to closure.
You have strong relationship management skills including relationship building, influencing, negotiation and a consultative approach.
You have strong problem solving and exceptional program management skills.
You have an expansive depth and breadth of the Defined Contribution industry.
The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic benefits. This is a fast-growing business within Fidelity, providing a broad variety of services that touch on every area of benefits design, strategy, funding, communication, and delivery! While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
Do you excel at helping clients solve challenging issues? Do you have knowledge of the Defined Contribution Plan benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and cost-effective quality solutions regarding their benefit programs.
The Director, Defined Contribution Senior Consultant is responsible for business development and overall service delivery of data consulting services to the client. The Senior Data Consultant will communicate directly with clients as well as participate in project status meetings with the Consultant. Additionally, they will work with the Consultant and the internal Fidelity team, as needed, in identifying and reviewing the client's data and custom administration needs and propose solutions to meet them. The Senior Data Consultant will be accountable for program management of the client assignment working in a deadline-oriented environment.
Building, managing and expanding client relationships by delivering a superior level of customer satisfaction with every engagement.
Leading the creation and delivery of value-add proposal to the client, up to and including client contract sign-off and approval.
Ensuring project team members deliver realistic project plans including scope, duration and effort.
Providing oversight to the program to ensure it is tracking to the strategy, plan and budget.
Identifying risk areas and lead team to appropriate solutions when obstacles are encountered.
Identifying, defining, obtaining, digesting and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration and data utilization.
10 years of experience in a Defined Contribution benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)
3 years of business development experience
5 years focused on program/project management
Understanding of Defined Contribution plan benefits and record keeping administration is required. Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus.
You excel at leading the initial new business development process from prospecting to closure.
You have strong relationship management skills including relationship building, influencing, negotiation and a consultative approach.
You have strong problem solving and exceptional program management skills.
You have an expansive depth and breadth of the Defined Contribution industry.
The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic benefits. This is a fast-growing business within Fidelity, providing a broad variety of services that touch on every area of benefits design, strategy, funding, communication, and delivery! While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
Do you excel at helping clients solve challenging issues? Do you have knowledge of the Defined Contribution Plan benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and cost-effective quality solutions regarding their benefit programs.
The Director, Defined Contribution Senior Consultant is responsible for business development and overall service delivery of data consulting services to the client. The Senior Data Consultant will communicate directly with clients as well as participate in project status meetings with the Consultant. Additionally, they will work with the Consultant and the internal Fidelity team, as needed, in identifying and reviewing the client's data and custom administration needs and propose solutions to meet them. The Senior Data Consultant will be accountable for program management of the client assignment working in a deadline-oriented environment.
Building, managing and expanding client relationships by delivering a superior level of customer satisfaction with every engagement.
Leading the creation and delivery of value-add proposal to the client, up to and including client contract sign-off and approval.
Ensuring project team members deliver realistic project plans including scope, duration and effort.
Providing oversight to the program to ensure it is tracking to the strategy, plan and budget.
Identifying risk areas and lead team to appropriate solutions when obstacles are encountered.
Identifying, defining, obtaining, digesting and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration and data utilization.
10 years of experience in a Defined Contribution benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)
3 years of business development experience
5 years focused on program/project management
Understanding of Defined Contribution plan benefits and record keeping administration is required. Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus.
You excel at leading the initial new business development process from prospecting to closure.
You have strong relationship management skills including relationship building, influencing, negotiation and a consultative approach.
You have strong problem solving and exceptional program management skills.
You have an expansive depth and breadth of the Defined Contribution industry.
The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic benefits. This is a fast-growing business within Fidelity, providing a broad variety of services that touch on every area of benefits design, strategy, funding, communication, and delivery! While we focus on working with the Fortune 1000, we also work with Fidelity clients of all sizes.
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.
Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
This Principal Analyst role will support the Fidelity Fund & Investment Operations (FFIO) Digital Assets Product Area delivery team and will help to enable the delivery of a foundational Digital Assets operating model and platform by providing critical digital subject matter expertise and context around cryptocurrencies, tokenized products, and blockchain technology. The Principal Analyst will be a key contributor to initiatives with diverse scope and complexity, ranging from fund accounting to trade operations to fund administration, acting as the primary interface between business practitioners, customers, and product delivery teams while applying best-in-class business analysis tools, techniques, and methodologies.
The Expertise and Skills You Bring
A Bachelor’s degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems.
A minimum of five years of related experience in Financial Services with demonstrated understanding of investment instruments, financial markets, blockchain technologies, the cryptocurrency regulatory landscape, and the digital asset ecosystem.
Outstanding knowledge of operations of digital products including cryptocurrencies, tokens, and requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds.
Prior experience with asset management back-office operations and mutual fund accounting including experience with FIS Invest One and SS&C Geneva accounting systems is highly desired.
Must be able to analyze complex and ambiguous issues, recommending creative solutions with clear and concise presentations.
Proven expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.
Demonstrated ability to produce supporting artifacts, such as process flows, context diagrams, UI wireframes, requirements, cross-domain dependencies, and business rules.
Affinity for data; where to get it, how to use it, what it means.
Strong written and verbal communication skills; Communicates clearly, concisely and impactfully to influence others.
The Team
The Business Unit: Fidelity Fund and Investment Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. These services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products; preparing fund financial documents, dividend estimates and tax returns; monitoring delivery of fund trades to custodian banks; processing corporate actions; collecting securities income on behalf of the funds; reconciling, reporting and moving money in support of fund shareholder transactions; and managing fund liquidity.
Product Area: FFIO Digital Assets Product Area is at the center of all transformation happening in FFIO to enable Fidelity to launch new digital assets offering in the marketplace. We work with all other product areas and provide subject matter expertise on Digital Assets domain. We represent FFIO on everything Digital Assets. We make sure that FFIO does not have to incur manual debt as we launch newer products in the market.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
This Principal Analyst role will support the Fidelity Fund & Investment Operations (FFIO) Digital Assets Product Area delivery team and will help to enable the delivery of a foundational Digital Assets operating model and platform by providing critical digital subject matter expertise and context around cryptocurrencies, tokenized products, and blockchain technology. The Principal Analyst will be a key contributor to initiatives with diverse scope and complexity, ranging from fund accounting to trade operations to fund administration, acting as the primary interface between business practitioners, customers, and product delivery teams while applying best-in-class business analysis tools, techniques, and methodologies.
The Expertise and Skills You Bring
A Bachelor’s degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems.
A minimum of five years of related experience in Financial Services with demonstrated understanding of investment instruments, financial markets, blockchain technologies, the cryptocurrency regulatory landscape, and the digital asset ecosystem.
Outstanding knowledge of operations of digital products including cryptocurrencies, tokens, and requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds.
Prior experience with asset management back-office operations and mutual fund accounting including experience with FIS Invest One and SS&C Geneva accounting systems is highly desired.
Must be able to analyze complex and ambiguous issues, recommending creative solutions with clear and concise presentations.
Proven expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.
Demonstrated ability to produce supporting artifacts, such as process flows, context diagrams, UI wireframes, requirements, cross-domain dependencies, and business rules.
Affinity for data; where to get it, how to use it, what it means.
Strong written and verbal communication skills; Communicates clearly, concisely and impactfully to influence others.
The Team
The Business Unit: Fidelity Fund and Investment Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. These services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products; preparing fund financial documents, dividend estimates and tax returns; monitoring delivery of fund trades to custodian banks; processing corporate actions; collecting securities income on behalf of the funds; reconciling, reporting and moving money in support of fund shareholder transactions; and managing fund liquidity.
Product Area: FFIO Digital Assets Product Area is at the center of all transformation happening in FFIO to enable Fidelity to launch new digital assets offering in the marketplace. We work with all other product areas and provide subject matter expertise on Digital Assets domain. We represent FFIO on everything Digital Assets. We make sure that FFIO does not have to incur manual debt as we launch newer products in the market.
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.
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.
]]>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.
The Expertise We’re Looking For
We ask that you have at least five years in financial sales role
We believe that three or more years of management within a financial services environment is helpful
The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 upon hire
The Purpose of Your Role
Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.
The Skills You Bring
Your background in relationship management and deep understanding of financial services
Impressive time-management skills and ability to execute on multiple priorities
You have a natural ability to influence and enhance the sales skills of others
Validated grasp of compliance and regulatory guidelines
Professional demeanor and excellent interpersonal skills
Positive attitude, empowering business professionalism and strong work ethic with high level of integrity
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness
Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation
Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns
Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives
How Your Work Impacts the Organization
If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.
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.
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.
]]>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.
The Expertise We’re Looking For
We ask that you have at least five years in financial sales role
We believe that three or more years of management within a financial services environment is helpful
The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 upon hire
The Purpose of Your Role
Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.
The Skills You Bring
Your background in relationship management and deep understanding of financial services
Impressive time-management skills and ability to execute on multiple priorities
You have a natural ability to influence and enhance the sales skills of others
Validated grasp of compliance and regulatory guidelines
Professional demeanor and excellent interpersonal skills
Positive attitude, empowering business professionalism and strong work ethic with high level of integrity
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness
Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation
Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns
Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives
How Your Work Impacts the Organization
If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.
Specific responsibilities include:
Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person
Apply the Fidelity Relationship Model during participant interactions
Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions
Conduct ongoing engagement planning with plan sponsors
Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs
Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership
The Expertise and Skills You Bring
3+ years of financial services experience required; BA required
Series 7 and 66 required (or S63/S65)
1-2 years of customer facing experience preferred
Life & Annuity Certification optional
Demonstrated familiarity with Financial Planning Concepts
Demonstrated planning experience preferred
Demonstrated ability to independently problem solve/prepare for new challenges
Willingness to engage in complex conversations with a clear call to action
Ability to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clients
Willingness to travel (up to 50%)
The Team
The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.
Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.
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, nation-wide.
Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.
Joining WEPA means that you will:
UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors
GROW in your skills to deliver more, world-class planning and education experiences for our participants
WIN on behalf of our clients, our participants and Fidelity
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
We invite you to Find Your Fidelity at fidelitycareers.com
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Financial Representative
We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
The Expertise We’re Looking For
Customer service, phone, or financial services experience will prepare you for this role
Banking, insurance, or financial experience is an excellent addition to your experience
We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses
Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Purpose of Your Role
It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.
The Skills You Bring
Superb interpersonal skills and passion to engage with clients
An aptitude to assess client needs and identify opportunities
Remarkable attention to detail and ability to prioritize
Organizational skills to manage multiple tasks
Being coachable, collaborative, and curious are your "go to" attributes
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
A key member of the team, you are offering support to Fidelity’s most valuable clients daily
By identifying leads and making effective introductions, you are directly impacting the success of the branch
Your efforts will be valued by clients and you will find working with those clients a rewarding experience
As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Wealth Planner
Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.
The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.
The Expertise We’re Looking For
Bachelor’s Degree highly preferred
CFP highly preferred
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.
Required: 3-5 years of financial planning experience, 5+ years preferred
Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.) Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)
The Purpose of Your Role
As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.
The Skills You Bring
Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families
Experience with and/or knowledge of behavioral economics and family psychology
Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)
Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance
Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals
Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)
Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.
Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment
Ambitious spirit and the ability to work collaboratively across an organization to achieve results
Tech savvy, embraces and integrates technology to run a planning practice
Excellent team member and leadership skills
Note: Fidelity will not provide immigration sponsorship for this position.
The Value You Deliver
You are helping families grow, manage, and protect their assets by:
Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity
Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs
Using sophisticated planning software to build, analyze, and deliver personalized plans for clients
Guiding and implementing financial plans into the appropriate solutions based on client goals
Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer
Driving loyalty, share of wallet, and referrals from existing customers
Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning
How Your Work Impacts the Organization
As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Senior Consultant in Workplace Consulting (Compliance), you will be consulting with large defined contribution and/or defined benefit clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating sophisticated strategic discussions with clients to understand their business and employee benefit programs, as well as project development, implementation, and delivery. Additionally, you may be involved with creative solutioning for new and prospective clients to the firm and growing existing client relationships. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.
You will bring a unique blend of resilience, initiative, and critical thinking 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.
High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.
Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.
Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized.
Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.
Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.
Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.
Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.
The Expertise and Skills You Bring
Bachelor's Degree
12+ years of experience in retirement benefits industry and/or consulting to large companies
Juris Doctorate (ERISA specialty) or similar credentials (e.g., ASPPA CPC)
Skills required for the role:
Well-practiced knowledge of qualified Defined Contribution and Defined Benefit plans as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements (ERISA/IRS/DOL)
Experience with drafting and/or reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus
Experience with IRS/DOL correction programs and submissions
Outstanding partnership skills and ability to inventively influence others across groups
Strong critical thinking and problem-solving skills
Excellent oral and written communication skills
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Senior Consultant in Workplace Consulting (Compliance), you will be consulting with large defined contribution and/or defined benefit clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating sophisticated strategic discussions with clients to understand their business and employee benefit programs, as well as project development, implementation, and delivery. Additionally, you may be involved with creative solutioning for new and prospective clients to the firm and growing existing client relationships. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.
You will bring a unique blend of resilience, initiative, and critical thinking 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.
High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.
Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.
Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized.
Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.
Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.
Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.
Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.
The Expertise and Skills You Bring
Bachelor's Degree
12+ years of experience in retirement benefits industry and/or consulting to large companies
Juris Doctorate (ERISA specialty) or similar credentials (e.g., ASPPA CPC)
Skills required for the role:
Well-practiced knowledge of qualified Defined Contribution and Defined Benefit plans as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements (ERISA/IRS/DOL)
Experience with drafting and/or reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus
Experience with IRS/DOL correction programs and submissions
Outstanding partnership skills and ability to inventively influence others across groups
Strong critical thinking and problem-solving skills
Excellent oral and written communication skills
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Senior Consultant in Workplace Consulting (Compliance), you will be consulting with large defined contribution and/or defined benefit clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating sophisticated strategic discussions with clients to understand their business and employee benefit programs, as well as project development, implementation, and delivery. Additionally, you may be involved with creative solutioning for new and prospective clients to the firm and growing existing client relationships. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.
You will bring a unique blend of resilience, initiative, and critical thinking 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.
High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.
Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.
Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized.
Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.
Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.
Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.
Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.
The Expertise and Skills You Bring
Bachelor's Degree
12+ years of experience in retirement benefits industry and/or consulting to large companies
Juris Doctorate (ERISA specialty) or similar credentials (e.g., ASPPA CPC)
Skills required for the role:
Well-practiced knowledge of qualified Defined Contribution and Defined Benefit plans as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements (ERISA/IRS/DOL)
Experience with drafting and/or reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus
Experience with IRS/DOL correction programs and submissions
Outstanding partnership skills and ability to inventively influence others across groups
Strong critical thinking and problem-solving skills
Excellent oral and written communication skills
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Senior Consultant in Workplace Consulting (Compliance), you will be consulting with large defined contribution and/or defined benefit clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating sophisticated strategic discussions with clients to understand their business and employee benefit programs, as well as project development, implementation, and delivery. Additionally, you may be involved with creative solutioning for new and prospective clients to the firm and growing existing client relationships. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.
You will bring a unique blend of resilience, initiative, and critical thinking 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.
High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.
Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.
Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized.
Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.
Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.
Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.
Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.
The Expertise and Skills You Bring
Bachelor's Degree
12+ years of experience in retirement benefits industry and/or consulting to large companies
Juris Doctorate (ERISA specialty) or similar credentials (e.g., ASPPA CPC)
Skills required for the role:
Well-practiced knowledge of qualified Defined Contribution and Defined Benefit plans as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements (ERISA/IRS/DOL)
Experience with drafting and/or reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus
Experience with IRS/DOL correction programs and submissions
Outstanding partnership skills and ability to inventively influence others across groups
Strong critical thinking and problem-solving skills
Excellent oral and written communication skills
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Senior Consultant in Workplace Consulting (Compliance), you will be consulting with large defined contribution and/or defined benefit clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating sophisticated strategic discussions with clients to understand their business and employee benefit programs, as well as project development, implementation, and delivery. Additionally, you may be involved with creative solutioning for new and prospective clients to the firm and growing existing client relationships. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.
You will bring a unique blend of resilience, initiative, and critical thinking 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.
High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.
Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.
Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized.
Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.
Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.
Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.
Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.
The Expertise and Skills You Bring
Bachelor's Degree
12+ years of experience in retirement benefits industry and/or consulting to large companies
Juris Doctorate (ERISA specialty) or similar credentials (e.g., ASPPA CPC)
Skills required for the role:
Well-practiced knowledge of qualified Defined Contribution and Defined Benefit plans as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements (ERISA/IRS/DOL)
Experience with drafting and/or reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus
Experience with IRS/DOL correction programs and submissions
Outstanding partnership skills and ability to inventively influence others across groups
Strong critical thinking and problem-solving skills
Excellent oral and written communication skills
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Senior Consultant in Workplace Consulting (Compliance), you will be consulting with large defined contribution and/or defined benefit clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating sophisticated strategic discussions with clients to understand their business and employee benefit programs, as well as project development, implementation, and delivery. Additionally, you may be involved with creative solutioning for new and prospective clients to the firm and growing existing client relationships. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.
You will bring a unique blend of resilience, initiative, and critical thinking 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.
High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.
Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.
Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized.
Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.
Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.
Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.
Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.
The Expertise and Skills You Bring
Bachelor's Degree
12+ years of experience in retirement benefits industry and/or consulting to large companies
Juris Doctorate (ERISA specialty) or similar credentials (e.g., ASPPA CPC)
Skills required for the role:
Well-practiced knowledge of qualified Defined Contribution and Defined Benefit plans as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements (ERISA/IRS/DOL)
Experience with drafting and/or reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus
Experience with IRS/DOL correction programs and submissions
Outstanding partnership skills and ability to inventively influence others across groups
Strong critical thinking and problem-solving skills
Excellent oral and written communication skills
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Senior Consultant in Workplace Consulting (Compliance), you will be consulting with large defined contribution and/or defined benefit clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating sophisticated strategic discussions with clients to understand their business and employee benefit programs, as well as project development, implementation, and delivery. Additionally, you may be involved with creative solutioning for new and prospective clients to the firm and growing existing client relationships. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.
You will bring a unique blend of resilience, initiative, and critical thinking 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.
High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.
Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.
Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized.
Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.
Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.
Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.
Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.
The Expertise and Skills You Bring
Bachelor's Degree
12+ years of experience in retirement benefits industry and/or consulting to large companies
Juris Doctorate (ERISA specialty) or similar credentials (e.g., ASPPA CPC)
Skills required for the role:
Well-practiced knowledge of qualified Defined Contribution and Defined Benefit plans as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements (ERISA/IRS/DOL)
Experience with drafting and/or reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus
Experience with IRS/DOL correction programs and submissions
Outstanding partnership skills and ability to inventively influence others across groups
Strong critical thinking and problem-solving skills
Excellent oral and written communication skills
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Senior Consultant in Workplace Consulting (Compliance), you will be consulting with large defined contribution and/or defined benefit clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating sophisticated strategic discussions with clients to understand their business and employee benefit programs, as well as project development, implementation, and delivery. Additionally, you may be involved with creative solutioning for new and prospective clients to the firm and growing existing client relationships. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.
You will bring a unique blend of resilience, initiative, and critical thinking 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.
High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.
Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.
Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized.
Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.
Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.
Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.
Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.
The Expertise and Skills You Bring
Bachelor's Degree
12+ years of experience in retirement benefits industry and/or consulting to large companies
Juris Doctorate (ERISA specialty) or similar credentials (e.g., ASPPA CPC)
Skills required for the role:
Well-practiced knowledge of qualified Defined Contribution and Defined Benefit plans as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements (ERISA/IRS/DOL)
Experience with drafting and/or reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus
Experience with IRS/DOL correction programs and submissions
Outstanding partnership skills and ability to inventively influence others across groups
Strong critical thinking and problem-solving skills
Excellent oral and written communication skills
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Senior Consultant in Workplace Consulting (Compliance), you will be consulting with large defined contribution and/or defined benefit clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating sophisticated strategic discussions with clients to understand their business and employee benefit programs, as well as project development, implementation, and delivery. Additionally, you may be involved with creative solutioning for new and prospective clients to the firm and growing existing client relationships. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.
You will bring a unique blend of resilience, initiative, and critical thinking 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.
High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.
Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.
Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized.
Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.
Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.
Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.
Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.
The Expertise and Skills You Bring
Bachelor's Degree
12+ years of experience in retirement benefits industry and/or consulting to large companies
Juris Doctorate (ERISA specialty) or similar credentials (e.g., ASPPA CPC)
Skills required for the role:
Well-practiced knowledge of qualified Defined Contribution and Defined Benefit plans as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements (ERISA/IRS/DOL)
Experience with drafting and/or reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus
Experience with IRS/DOL correction programs and submissions
Outstanding partnership skills and ability to inventively influence others across groups
Strong critical thinking and problem-solving skills
Excellent oral and written communication skills
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Senior Consultant in Workplace Consulting (Compliance), you will be consulting with large defined contribution and/or defined benefit clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating sophisticated strategic discussions with clients to understand their business and employee benefit programs, as well as project development, implementation, and delivery. Additionally, you may be involved with creative solutioning for new and prospective clients to the firm and growing existing client relationships. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.
You will bring a unique blend of resilience, initiative, and critical thinking 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.
High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.
Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.
Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized.
Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.
Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.
Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.
Leadership-Oriented: Held leadership roles that required vision, accountability, and the ability to inspire and mobilize others toward a common goal.
The Expertise and Skills You Bring
Bachelor's Degree
12+ years of experience in retirement benefits industry and/or consulting to large companies
Juris Doctorate (ERISA specialty) or similar credentials (e.g., ASPPA CPC)
Skills required for the role:
Well-practiced knowledge of qualified Defined Contribution and Defined Benefit plans as well as non-qualified retirement design and compliance/taxation issues, legislative and regulatory requirements (ERISA/IRS/DOL)
Experience with drafting and/or reviewing qualified and non-qualified plan documents, SPDs, and other required employee benefit plan material. Similar experience with health and welfare plans would also be a plus
Experience with IRS/DOL correction programs and submissions
Outstanding partnership skills and ability to inventively influence others across groups
Strong critical thinking and problem-solving skills
Excellent oral and written communication skills
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The VP, Business Development Officer (BDO) develops personal trust business opportunities by increasing awareness and knowledge of the product offering, trust administration, and fiduciary issues across our Wealth Management and Institutional business lines. The BDO will review service model components, system requirements, business processes and procedures, and product positioning for trustee services, and identify and implement new features and/or distribution channels for personal trust business. The VP also works with Marketing partners to develop appropriate educational and other material (print, video & webinar) and leads a team of Regional Trust Specialists ('RTS') who connect directly with advisors and clients on potential current and successor trustee opportunities.
This role can be located in Merrimack, NH, Smithfield, RI or Greenville, DE.
Fidelity Personal Trust Company, FSB (FPTC) is a federally chartered trust company that offers personal trust services to Fidelity’s Wealth Management ultra and high net worth customers in every state and to such customers of our Fidelity Institutional business. The Business Development Officer will be part of a leadership team consisting of the Chief Operating Officer, the Chief Fiduciary Officer, the Head of Fiduciary Tax, and the Head of Trust Administration, who partner together to grow the business and manage it to high standards of regulatory and financial excellence, while working across the enterprise for the benefit of the company’s customers. FPTC is a subsidiary of Fidelity Investments, a financial services company whose goal is to strengthen and secure the financial wellbeing of our customers by providing excellent customer service, investment choice, and innovative solutions, all delivered within a personalized experience.
Fidelity Wealth’s Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth’s customers and their families and developing offerings and solutions that meet their needs throughout their lifetime.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The VP, Business Development Officer (BDO) develops personal trust business opportunities by increasing awareness and knowledge of the product offering, trust administration, and fiduciary issues across our Wealth Management and Institutional business lines. The BDO will review service model components, system requirements, business processes and procedures, and product positioning for trustee services, and identify and implement new features and/or distribution channels for personal trust business. The VP also works with Marketing partners to develop appropriate educational and other material (print, video & webinar) and leads a team of Regional Trust Specialists ('RTS') who connect directly with advisors and clients on potential current and successor trustee opportunities.
This role can be located in Merrimack, NH, Smithfield, RI or Greenville, DE.
Fidelity Personal Trust Company, FSB (FPTC) is a federally chartered trust company that offers personal trust services to Fidelity’s Wealth Management ultra and high net worth customers in every state and to such customers of our Fidelity Institutional business. The Business Development Officer will be part of a leadership team consisting of the Chief Operating Officer, the Chief Fiduciary Officer, the Head of Fiduciary Tax, and the Head of Trust Administration, who partner together to grow the business and manage it to high standards of regulatory and financial excellence, while working across the enterprise for the benefit of the company’s customers. FPTC is a subsidiary of Fidelity Investments, a financial services company whose goal is to strengthen and secure the financial wellbeing of our customers by providing excellent customer service, investment choice, and innovative solutions, all delivered within a personalized experience.
Fidelity Wealth’s Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth’s customers and their families and developing offerings and solutions that meet their needs throughout their lifetime.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The VP, Business Development Officer (BDO) develops personal trust business opportunities by increasing awareness and knowledge of the product offering, trust administration, and fiduciary issues across our Wealth Management and Institutional business lines. The BDO will review service model components, system requirements, business processes and procedures, and product positioning for trustee services, and identify and implement new features and/or distribution channels for personal trust business. The VP also works with Marketing partners to develop appropriate educational and other material (print, video & webinar) and leads a team of Regional Trust Specialists ('RTS') who connect directly with advisors and clients on potential current and successor trustee opportunities.
This role can be located in Merrimack, NH, Smithfield, RI or Greenville, DE.
Fidelity Personal Trust Company, FSB (FPTC) is a federally chartered trust company that offers personal trust services to Fidelity’s Wealth Management ultra and high net worth customers in every state and to such customers of our Fidelity Institutional business. The Business Development Officer will be part of a leadership team consisting of the Chief Operating Officer, the Chief Fiduciary Officer, the Head of Fiduciary Tax, and the Head of Trust Administration, who partner together to grow the business and manage it to high standards of regulatory and financial excellence, while working across the enterprise for the benefit of the company’s customers. FPTC is a subsidiary of Fidelity Investments, a financial services company whose goal is to strengthen and secure the financial wellbeing of our customers by providing excellent customer service, investment choice, and innovative solutions, all delivered within a personalized experience.
Fidelity Wealth’s Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth’s customers and their families and developing offerings and solutions that meet their needs throughout their lifetime.
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.
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.
]]>Ready to be at the center of market‑moving decisions helping to protect and support a dynamic Prime Services business?! In this role, you’ll own real‑time risk insights—stress testing, scenario analysis, and portfolio monitoring—that directly influence margin decisions and client outcomes. You’ll partner with senior stakeholders, credit, and technology to shape firm‑wide risk frameworks and build next‑generation risk systems! If you thrive on critical thinking, precision, and impact in fast‑moving markets, this is your chance to drive change and grow your influence!!
The ideal candidate brings a bachelor’s degree in Finance or a STEM‑related field and 5+ years of relevant risk management experience, preferably within Prime Brokerage or institutional collateralized lending. You have knowledge of financial markets, investment products, and core brokerage functions—including trading, lending, margin, financing, clearing, custody, and related regulations—paired with a strong understanding of portfolio risk, stress testing, and scenario analysis. You are highly analytical, detail‑oriented, and technically proficient, with advanced Excel, data querying, and analytical tool expertise; programming skills are a plus. As a self‑starter and collaborative partner, you communicate complex topics clearly, influence decisions, manage multiple initiatives end‑to‑end, and effectively navigate and resolve conflicts.
In this role, you deliver value through sophisticated data analytics across market, liquidity, and operational risks, driving innovation in risk methodologies, controls, and parameters. You engage stakeholders through clear discussions, walkthroughs, and presentations, distilling complex risk issues into concise reports for decision‑makers. By identifying inherent business risks and uncovering opportunities to enhance risk reporting and develop new key risk indicators, you help strengthen the firm’s risk posture while enabling smarter, faster decisions across the business.
The Prime Services Risk team is responsible for risk management of the Fidelity Capital Markets Prime Services business. The team focuses on Collateral, Market and Operational risk associated with the intraday and overnight extension of collateralized credit to clients. The team is involved in determining lending policy and continuous analysis of the risks inherent in each client’s portfolio and investment strategy. Portfolios are analyzed and evaluated daily through extensive simulation and stress analysis crafted to estimate market related risks. Additionally, the team is tasked with developing, testing, and validating strong risk models to ensure clients remain well collateralized on an ongoing basis.
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.
Candidate must be reside in the Greater Detroit, MI area in order to service local clients in person.
The Role
As an Education Consultant, you are part of Fidelity’s Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. As a professional presenter, you will inspire Plan Sponsors and Participants daily to introduce and educate them to the Retirement Readiness services that Fidelity provides.
In addition to 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings, you will also collaborate with key business partners, both internal and external, to ensure that webinars and workshops are prepared for a successful plan sponsor and participant experience. The ability to triage stated and unstated needs in 1:1 appointments with participants and being able to refer to the appropriate group for a solution, will also be important.
Flexibility in your travel is key. Plan Sponsor requests and needs may require workshops and webinars outside of standard business hours. An understanding of administrative tasks required for the role, such as, booking travel through Concur and knowledge of the travel & expense policy.
Joining Workplace Education, Planning and advice means that you will:
Note: Fidelity is not providing immigration sponsorship for this position.
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, nation-wide for our 401k, 403b, Equity Compensation and assorted benefits plan partners. Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life
We invite you to Find Your Fidelity at fidelitycareers.com.
Salary Grade: 6
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. The Advanced Planner leads a comprehensive financial and estate planning engagement leveraging various financial planning tools such as eMoney. In addition, the role is supported by an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center or Regional Center in the state of Missouri or Kansas.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. The Advanced Planner leads a comprehensive financial and estate planning engagement leveraging various financial planning tools such as eMoney. In addition, the role is supported by an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center or Regional Center in the state of Missouri or Kansas.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
Senior Manager, Business Process Improvement
The Role
In this role, you will be an individual contributor supporting cross-functional operating model change and transformation by analyzing and driving improvements across people, process, technology, and governance. To be successful, you have prior experience planning, managing and executing business changes that improve business performance, customer experience, associate productivity and mitigate operational risk. You will regularly collaborate with business leaders at all levels and their teams to analyze and assess processes and design, develop, and deploy solutions.
This role differs from traditional IT solutions, project management, and product development roles, with a stronger emphasis on hands on process improvement & delivery
The Expertise and Skills You Bring
Successful candidates will be able to demonstrate and share specific examples of their prior experience, and how it aligns to the expertise and skills listed below:
The Team
Performance Delivery is a center of excellence serving as an operational improvement partner to business leaders — focused on diagnosing problems, mapping processes, and deploying practical solutions within Fidelity's Workplace Investing's (WI) Sales, Service, and Operations. We deliver value across a broad portfolio of cost and revenue improvement while focusing on risk reduction, quality improvement, customer satisfaction, associate experience, and strategic enablement. Every associate has a meaningful role adding to the team's bench strength, standard practices, and career development
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
Senior Manager, Business Process Improvement
The Role
In this role, you will be an individual contributor supporting cross-functional operating model change and transformation by analyzing and driving improvements across people, process, technology, and governance. To be successful, you have prior experience planning, managing and executing business changes that improve business performance, customer experience, associate productivity and mitigate operational risk. You will regularly collaborate with business leaders at all levels and their teams to analyze and assess processes and design, develop, and deploy solutions.
This role differs from traditional IT solutions, project management, and product development roles, with a stronger emphasis on hands on process improvement & delivery
The Expertise and Skills You Bring
Successful candidates will be able to demonstrate and share specific examples of their prior experience, and how it aligns to the expertise and skills listed below:
The Team
Performance Delivery is a center of excellence serving as an operational improvement partner to business leaders — focused on diagnosing problems, mapping processes, and deploying practical solutions within Fidelity's Workplace Investing's (WI) Sales, Service, and Operations. We deliver value across a broad portfolio of cost and revenue improvement while focusing on risk reduction, quality improvement, customer satisfaction, associate experience, and strategic enablement. Every associate has a meaningful role adding to the team's bench strength, standard practices, and career development
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
Senior Manager, Business Process Improvement
The Role
In this role, you will be an individual contributor supporting cross-functional operating model change and transformation by analyzing and driving improvements across people, process, technology, and governance. To be successful, you have prior experience planning, managing and executing business changes that improve business performance, customer experience, associate productivity and mitigate operational risk. You will regularly collaborate with business leaders at all levels and their teams to analyze and assess processes and design, develop, and deploy solutions.
This role differs from traditional IT solutions, project management, and product development roles, with a stronger emphasis on hands on process improvement & delivery
The Expertise and Skills You Bring
Successful candidates will be able to demonstrate and share specific examples of their prior experience, and how it aligns to the expertise and skills listed below:
The Team
Performance Delivery is a center of excellence serving as an operational improvement partner to business leaders — focused on diagnosing problems, mapping processes, and deploying practical solutions within Fidelity's Workplace Investing's (WI) Sales, Service, and Operations. We deliver value across a broad portfolio of cost and revenue improvement while focusing on risk reduction, quality improvement, customer satisfaction, associate experience, and strategic enablement. Every associate has a meaningful role adding to the team's bench strength, standard practices, and career development
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
Senior Manager, Business Process Improvement
The Role
In this role, you will be an individual contributor supporting cross-functional operating model change and transformation by analyzing and driving improvements across people, process, technology, and governance. To be successful, you have prior experience planning, managing and executing business changes that improve business performance, customer experience, associate productivity and mitigate operational risk. You will regularly collaborate with business leaders at all levels and their teams to analyze and assess processes and design, develop, and deploy solutions.
This role differs from traditional IT solutions, project management, and product development roles, with a stronger emphasis on hands on process improvement & delivery
The Expertise and Skills You Bring
Successful candidates will be able to demonstrate and share specific examples of their prior experience, and how it aligns to the expertise and skills listed below:
The Team
Performance Delivery is a center of excellence serving as an operational improvement partner to business leaders — focused on diagnosing problems, mapping processes, and deploying practical solutions within Fidelity's Workplace Investing's (WI) Sales, Service, and Operations. We deliver value across a broad portfolio of cost and revenue improvement while focusing on risk reduction, quality improvement, customer satisfaction, associate experience, and strategic enablement. Every associate has a meaningful role adding to the team's bench strength, standard practices, and career development
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!
What to expect…
As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:
1. Licensing Preparation
In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! (Learn More)
2. Skill Development
In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
3. Proficiency
As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Our Greatest Asset is Our People
We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!
What to expect…
As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:
1. Licensing Preparation
In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! (Learn More)
2. Skill Development
In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
3. Proficiency
As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Our Greatest Asset is Our People
We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Bethesda, Annapolis, Baltimore, Columbia, Towson
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Bethesda, Annapolis, Baltimore, Columbia, Towson
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Bethesda, Annapolis, Baltimore, Columbia, Towson
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Bethesda, Annapolis, Baltimore, Columbia, Towson
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Bethesda, Annapolis, Baltimore, Columbia, Towson
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Columbus
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Director, Communications Management position exists within Fidelity’s Workplace Investing Communication and Education (C and E) business unit. This role leads a team of Communication Managers that are responsible for client consulting, design and execution of Health and Welfare benefits communication and education efforts for plan sponsors. In this role, you will lead, mentor, and inspire a geographically distributed team responsible for the development and delivery of high‑quality communications for Plan Sponsors and Participants across print, and digital channels.
This role requires a people leader who can coach teams on effective project management, quality standards, operational excellence, and consultative partnership with internal and external business partners, including Sales, Client Services, Implementations, and Product teams, to deliver aligned, end-to-end Health and Welfare communication strategies. The role also requires the ability to partner with peers on the leadership team to collaborate on goal setting, prioritization, performance management and shared responsibility for outcomes.
The ideal candidate brings a balance of strategic vision and operational excellence, thrives in a fast‑paced, matrixed environment, and is focused on continuous improvement. You will champion new ideas, lead broad initiatives, and help the organization evolve how it delivers communications, improving efficiency, quality, and measurable outcomes.
The Director leads or participates in strategic initiatives that will positively impact Fidelity and our clients.
The Expertise and Skills You Bring
Bachelor’s Degree – required or equivalent experience with demonstrated professional achievement.
Proven management experience developing and supporting a diverse range of associates, including career development, performance management and engagement
Communications/Operations/Process Delivery experience is required
Strong leadership, facilitation, influencing, decision-making and team building capabilities
Highly organized and able to prioritize and multi-task in a fast paced, matrix management environment
Excellent written and verbal communication skills, with the ability to engage at all levels of the organization
Strong analytical, problem solving, negotiation and collaboration skills
Experience in health care and employee benefits communications
The Team
C and E provides consulting, content development, and delivery services for business partners, prospects, plan sponsors, and their participants across all market segments. In partnership with external vendors and internal business partners, the Communications Management group crafts and/or delivers participant content via email, print, and online. The department is high volume, fast paced, and prone to seasonal demand requiring creativity and agility to maintain consistent quality and service levels.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Director, Communications Management position exists within Fidelity’s Workplace Investing Communication and Education (C and E) business unit. This role leads a team of Communication Managers that are responsible for client consulting, design and execution of Health and Welfare benefits communication and education efforts for plan sponsors. In this role, you will lead, mentor, and inspire a geographically distributed team responsible for the development and delivery of high‑quality communications for Plan Sponsors and Participants across print, and digital channels.
This role requires a people leader who can coach teams on effective project management, quality standards, operational excellence, and consultative partnership with internal and external business partners, including Sales, Client Services, Implementations, and Product teams, to deliver aligned, end-to-end Health and Welfare communication strategies. The role also requires the ability to partner with peers on the leadership team to collaborate on goal setting, prioritization, performance management and shared responsibility for outcomes.
The ideal candidate brings a balance of strategic vision and operational excellence, thrives in a fast‑paced, matrixed environment, and is focused on continuous improvement. You will champion new ideas, lead broad initiatives, and help the organization evolve how it delivers communications, improving efficiency, quality, and measurable outcomes.
The Director leads or participates in strategic initiatives that will positively impact Fidelity and our clients.
The Expertise and Skills You Bring
Bachelor’s Degree – required or equivalent experience with demonstrated professional achievement.
Proven management experience developing and supporting a diverse range of associates, including career development, performance management and engagement
Communications/Operations/Process Delivery experience is required
Strong leadership, facilitation, influencing, decision-making and team building capabilities
Highly organized and able to prioritize and multi-task in a fast paced, matrix management environment
Excellent written and verbal communication skills, with the ability to engage at all levels of the organization
Strong analytical, problem solving, negotiation and collaboration skills
Experience in health care and employee benefits communications
The Team
C and E provides consulting, content development, and delivery services for business partners, prospects, plan sponsors, and their participants across all market segments. In partnership with external vendors and internal business partners, the Communications Management group crafts and/or delivers participant content via email, print, and online. The department is high volume, fast paced, and prone to seasonal demand requiring creativity and agility to maintain consistent quality and service levels.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Director, Communications Management position exists within Fidelity’s Workplace Investing Communication and Education (C and E) business unit. This role leads a team of Communication Managers that are responsible for client consulting, design and execution of Health and Welfare benefits communication and education efforts for plan sponsors. In this role, you will lead, mentor, and inspire a geographically distributed team responsible for the development and delivery of high‑quality communications for Plan Sponsors and Participants across print, and digital channels.
This role requires a people leader who can coach teams on effective project management, quality standards, operational excellence, and consultative partnership with internal and external business partners, including Sales, Client Services, Implementations, and Product teams, to deliver aligned, end-to-end Health and Welfare communication strategies. The role also requires the ability to partner with peers on the leadership team to collaborate on goal setting, prioritization, performance management and shared responsibility for outcomes.
The ideal candidate brings a balance of strategic vision and operational excellence, thrives in a fast‑paced, matrixed environment, and is focused on continuous improvement. You will champion new ideas, lead broad initiatives, and help the organization evolve how it delivers communications, improving efficiency, quality, and measurable outcomes.
The Director leads or participates in strategic initiatives that will positively impact Fidelity and our clients.
The Expertise and Skills You Bring
Bachelor’s Degree – required or equivalent experience with demonstrated professional achievement.
Proven management experience developing and supporting a diverse range of associates, including career development, performance management and engagement
Communications/Operations/Process Delivery experience is required
Strong leadership, facilitation, influencing, decision-making and team building capabilities
Highly organized and able to prioritize and multi-task in a fast paced, matrix management environment
Excellent written and verbal communication skills, with the ability to engage at all levels of the organization
Strong analytical, problem solving, negotiation and collaboration skills
Experience in health care and employee benefits communications
The Team
C and E provides consulting, content development, and delivery services for business partners, prospects, plan sponsors, and their participants across all market segments. In partnership with external vendors and internal business partners, the Communications Management group crafts and/or delivers participant content via email, print, and online. The department is high volume, fast paced, and prone to seasonal demand requiring creativity and agility to maintain consistent quality and service levels.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Director, Communications Management position exists within Fidelity’s Workplace Investing Communication and Education (C and E) business unit. This role leads a team of Communication Managers that are responsible for client consulting, design and execution of Health and Welfare benefits communication and education efforts for plan sponsors. In this role, you will lead, mentor, and inspire a geographically distributed team responsible for the development and delivery of high‑quality communications for Plan Sponsors and Participants across print, and digital channels.
This role requires a people leader who can coach teams on effective project management, quality standards, operational excellence, and consultative partnership with internal and external business partners, including Sales, Client Services, Implementations, and Product teams, to deliver aligned, end-to-end Health and Welfare communication strategies. The role also requires the ability to partner with peers on the leadership team to collaborate on goal setting, prioritization, performance management and shared responsibility for outcomes.
The ideal candidate brings a balance of strategic vision and operational excellence, thrives in a fast‑paced, matrixed environment, and is focused on continuous improvement. You will champion new ideas, lead broad initiatives, and help the organization evolve how it delivers communications, improving efficiency, quality, and measurable outcomes.
The Director leads or participates in strategic initiatives that will positively impact Fidelity and our clients.
The Expertise and Skills You Bring
Bachelor’s Degree – required or equivalent experience with demonstrated professional achievement.
Proven management experience developing and supporting a diverse range of associates, including career development, performance management and engagement
Communications/Operations/Process Delivery experience is required
Strong leadership, facilitation, influencing, decision-making and team building capabilities
Highly organized and able to prioritize and multi-task in a fast paced, matrix management environment
Excellent written and verbal communication skills, with the ability to engage at all levels of the organization
Strong analytical, problem solving, negotiation and collaboration skills
Experience in health care and employee benefits communications
The Team
C and E provides consulting, content development, and delivery services for business partners, prospects, plan sponsors, and their participants across all market segments. In partnership with external vendors and internal business partners, the Communications Management group crafts and/or delivers participant content via email, print, and online. The department is high volume, fast paced, and prone to seasonal demand requiring creativity and agility to maintain consistent quality and service levels.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Director, Communications Management position exists within Fidelity’s Workplace Investing Communication and Education (C and E) business unit. This role leads a team of Communication Managers that are responsible for client consulting, design and execution of Health and Welfare benefits communication and education efforts for plan sponsors. In this role, you will lead, mentor, and inspire a geographically distributed team responsible for the development and delivery of high‑quality communications for Plan Sponsors and Participants across print, and digital channels.
This role requires a people leader who can coach teams on effective project management, quality standards, operational excellence, and consultative partnership with internal and external business partners, including Sales, Client Services, Implementations, and Product teams, to deliver aligned, end-to-end Health and Welfare communication strategies. The role also requires the ability to partner with peers on the leadership team to collaborate on goal setting, prioritization, performance management and shared responsibility for outcomes.
The ideal candidate brings a balance of strategic vision and operational excellence, thrives in a fast‑paced, matrixed environment, and is focused on continuous improvement. You will champion new ideas, lead broad initiatives, and help the organization evolve how it delivers communications, improving efficiency, quality, and measurable outcomes.
The Director leads or participates in strategic initiatives that will positively impact Fidelity and our clients.
The Expertise and Skills You Bring
Bachelor’s Degree – required or equivalent experience with demonstrated professional achievement.
Proven management experience developing and supporting a diverse range of associates, including career development, performance management and engagement
Communications/Operations/Process Delivery experience is required
Strong leadership, facilitation, influencing, decision-making and team building capabilities
Highly organized and able to prioritize and multi-task in a fast paced, matrix management environment
Excellent written and verbal communication skills, with the ability to engage at all levels of the organization
Strong analytical, problem solving, negotiation and collaboration skills
Experience in health care and employee benefits communications
The Team
C and E provides consulting, content development, and delivery services for business partners, prospects, plan sponsors, and their participants across all market segments. In partnership with external vendors and internal business partners, the Communications Management group crafts and/or delivers participant content via email, print, and online. The department is high volume, fast paced, and prone to seasonal demand requiring creativity and agility to maintain consistent quality and service levels.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Registered Principal associate (RP) reviews outbound communication and marketing materials to ensure compliance with applicable laws, rules and regulations and Fidelity policies. The RP is responsible for executing timely review and identification of any non-compliant materials and consulting with compliance and content owners to ensure complaint communications are distributed to customers.
The Expertise and Skills You Bring
Series 7, 63, 24 required
4-year college degree preferred
Directly related experience including communications, marketing or compliance experience preferred
Knowledge of ERISA, IRS/DOL, FINRA and SEC regulations, plan design, communication and operational procedures
Strong ability to understand and communicate sophisticated regulatory requirements
Effective communicator who is skilled at interactions with employees at all levels
Ability to multi-task and prioritize work according to changing deliverables
Ability to identify potential risks and issues and use good judgement to raise concerns
High level of personal integrity and professionalism
The Team
We support Fidelity’s 401k plan sponsors in the creation and distribution of Fidelity’s participant programs and delivery of communication and education. You will work internally with key business partners like Communications Consultants, Communications Project Managers, Marketing, and Compliance to ensure all distributed communications comply with applicable laws, rules and regulations and Fidelity policies.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Registered Principal associate (RP) reviews outbound communication and marketing materials to ensure compliance with applicable laws, rules and regulations and Fidelity policies. The RP is responsible for executing timely review and identification of any non-compliant materials and consulting with compliance and content owners to ensure complaint communications are distributed to customers.
The Expertise and Skills You Bring
Series 7, 63, 24 required
4-year college degree preferred
Directly related experience including communications, marketing or compliance experience preferred
Knowledge of ERISA, IRS/DOL, FINRA and SEC regulations, plan design, communication and operational procedures
Strong ability to understand and communicate sophisticated regulatory requirements
Effective communicator who is skilled at interactions with employees at all levels
Ability to multi-task and prioritize work according to changing deliverables
Ability to identify potential risks and issues and use good judgement to raise concerns
High level of personal integrity and professionalism
The Team
We support Fidelity’s 401k plan sponsors in the creation and distribution of Fidelity’s participant programs and delivery of communication and education. You will work internally with key business partners like Communications Consultants, Communications Project Managers, Marketing, and Compliance to ensure all distributed communications comply with applicable laws, rules and regulations and Fidelity policies.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Registered Principal associate (RP) reviews outbound communication and marketing materials to ensure compliance with applicable laws, rules and regulations and Fidelity policies. The RP is responsible for executing timely review and identification of any non-compliant materials and consulting with compliance and content owners to ensure complaint communications are distributed to customers.
The Expertise and Skills You Bring
Series 7, 63, 24 required
4-year college degree preferred
Directly related experience including communications, marketing or compliance experience preferred
Knowledge of ERISA, IRS/DOL, FINRA and SEC regulations, plan design, communication and operational procedures
Strong ability to understand and communicate sophisticated regulatory requirements
Effective communicator who is skilled at interactions with employees at all levels
Ability to multi-task and prioritize work according to changing deliverables
Ability to identify potential risks and issues and use good judgement to raise concerns
High level of personal integrity and professionalism
The Team
We support Fidelity’s 401k plan sponsors in the creation and distribution of Fidelity’s participant programs and delivery of communication and education. You will work internally with key business partners like Communications Consultants, Communications Project Managers, Marketing, and Compliance to ensure all distributed communications comply with applicable laws, rules and regulations and Fidelity policies.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Registered Principal associate (RP) reviews outbound communication and marketing materials to ensure compliance with applicable laws, rules and regulations and Fidelity policies. The RP is responsible for executing timely review and identification of any non-compliant materials and consulting with compliance and content owners to ensure complaint communications are distributed to customers.
The Expertise and Skills You Bring
Series 7, 63, 24 required
4-year college degree preferred
Directly related experience including communications, marketing or compliance experience preferred
Knowledge of ERISA, IRS/DOL, FINRA and SEC regulations, plan design, communication and operational procedures
Strong ability to understand and communicate sophisticated regulatory requirements
Effective communicator who is skilled at interactions with employees at all levels
Ability to multi-task and prioritize work according to changing deliverables
Ability to identify potential risks and issues and use good judgement to raise concerns
High level of personal integrity and professionalism
The Team
We support Fidelity’s 401k plan sponsors in the creation and distribution of Fidelity’s participant programs and delivery of communication and education. You will work internally with key business partners like Communications Consultants, Communications Project Managers, Marketing, and Compliance to ensure all distributed communications comply with applicable laws, rules and regulations and Fidelity policies.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
As a Principal Software Engineer on the DeFi Yield Gen Platform team, you’ll get the opportunity to develop your skills and collaborate with engineers across Fidelity in a fun and dynamic environment. You will work closely with technical leaders and Architects to build a secure crypto yield generation platform utilizing modern software development practices. As a senior member of the team, you will mentor engineers on the best practices for Software development.
The Expertise and Skills You Bring
Bachelor's degree in computer science or related field required
8+ years' of progressive experience in software engineering using programming languages like RUST
Hands-on experience building resilient services in RUST
Proficient in databases and SQL
Familiarity with L1 & L2 blockchains such as Ethereum, is a plus
An understanding of microservice architecture
Ability to build reliable software that can withstand unreliable environments
Experience building unit and integration tests
Experience building and deploying applications using continuous integration pipelines and automated deployment tools such as Jenkins Core
Possess critical thinking skills to build end-to-end solutions
Passionate and committed to learning new things and developing with the latest technologies and frameworks
Work well in both a small agile team and independently, having a strong user focus
Strong analytical and communication skills and the ability to handle multiple tasks at any given time
Participate in engineering practices such as code and design reviews, environment strategy, and build and deployment pipelines
Strong organization skills and attention to details
Experience with AWS or other cloud platforms and containerization technologies such as Docker is a plus
Experience with asynchronous workers and resilient messaging services such as SNS and SQS is a plus
The Team
Fidelity Digital Assets®, a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum.
Fidelity Digital Assets® embraces an entrepreneurial culture and startup mindset while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm’s tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance.
Within Fidelity Digital Assets®, the DeFi Yield Gen Team is responsible for the frontend, backend services and APIs that support DeFi Yield Generation 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.
The Role
As a Principal Software Engineer on the DeFi Yield Gen Platform team, you’ll get the opportunity to develop your skills and collaborate with engineers across Fidelity in a fun and dynamic environment. You will work closely with technical leaders and Architects to build a secure crypto yield generation platform utilizing modern software development practices. As a senior member of the team, you will mentor engineers on the best practices for Software development.
The Expertise and Skills You Bring
Bachelor's degree in computer science or related field required
8+ years' of progressive experience in software engineering using programming languages like RUST
Hands-on experience building resilient services in RUST
Proficient in databases and SQL
Familiarity with L1 & L2 blockchains such as Ethereum, is a plus
An understanding of microservice architecture
Ability to build reliable software that can withstand unreliable environments
Experience building unit and integration tests
Experience building and deploying applications using continuous integration pipelines and automated deployment tools such as Jenkins Core
Possess critical thinking skills to build end-to-end solutions
Passionate and committed to learning new things and developing with the latest technologies and frameworks
Work well in both a small agile team and independently, having a strong user focus
Strong analytical and communication skills and the ability to handle multiple tasks at any given time
Participate in engineering practices such as code and design reviews, environment strategy, and build and deployment pipelines
Strong organization skills and attention to details
Experience with AWS or other cloud platforms and containerization technologies such as Docker is a plus
Experience with asynchronous workers and resilient messaging services such as SNS and SQS is a plus
The Team
Fidelity Digital Assets®, a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum.
Fidelity Digital Assets® embraces an entrepreneurial culture and startup mindset while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm’s tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance.
Within Fidelity Digital Assets®, the DeFi Yield Gen Team is responsible for the frontend, backend services and APIs that support DeFi Yield Generation 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.
The Role
As a Principal Software Engineer on the DeFi Yield Gen Platform team, you’ll get the opportunity to develop your skills and collaborate with engineers across Fidelity in a fun and dynamic environment. You will work closely with technical leaders and Architects to build a secure crypto yield generation platform utilizing modern software development practices. As a senior member of the team, you will mentor engineers on the best practices for Software development.
The Expertise and Skills You Bring
Bachelor's degree in computer science or related field required
8+ years' of progressive experience in software engineering using programming languages like RUST
Hands-on experience building resilient services in RUST
Proficient in databases and SQL
Familiarity with L1 & L2 blockchains such as Ethereum, is a plus
An understanding of microservice architecture
Ability to build reliable software that can withstand unreliable environments
Experience building unit and integration tests
Experience building and deploying applications using continuous integration pipelines and automated deployment tools such as Jenkins Core
Possess critical thinking skills to build end-to-end solutions
Passionate and committed to learning new things and developing with the latest technologies and frameworks
Work well in both a small agile team and independently, having a strong user focus
Strong analytical and communication skills and the ability to handle multiple tasks at any given time
Participate in engineering practices such as code and design reviews, environment strategy, and build and deployment pipelines
Strong organization skills and attention to details
Experience with AWS or other cloud platforms and containerization technologies such as Docker is a plus
Experience with asynchronous workers and resilient messaging services such as SNS and SQS is a plus
The Team
Fidelity Digital Assets®, a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum.
Fidelity Digital Assets® embraces an entrepreneurial culture and startup mindset while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm’s tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance.
Within Fidelity Digital Assets®, the DeFi Yield Gen Team is responsible for the frontend, backend services and APIs that support DeFi Yield Generation 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.
The Role
The Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM) for managing and expanding a portfolio of strategic clients in the Institutional Insurance market. The individual will focus on driving growth, retention and strategic engagement across a defined set of insurance firms, including those offering annuity and life insurance products. The ideal candidate brings deep industry relationships and a strong understanding of subadvised and Variable Insurance Trust (VIT) structures, with the ability to navigate complex client organizations and deliver Fidelity’s full range of investment capabilities.
In addition to insurance clients, this role may include coverage responsibilities across the Defined Contribution Investment Only (DCIO) and Core Wealth segments, fostering collaboration across Fidelity business lines to deliver integrated solutions that help clients meet their business objectives.
The Expertise and Skills You Bring
CFA or CIMA preferred.
10+ years of experience in relationship management, distribution, or business development with in asset management.
Series 7 and 63 licenses required
Client-first mindset with the ability to develop trusted partnerships at senior levels
Deep understanding of the insurance marketplace, including investment, product, and regulatory trends influencing the industry.
Establish credibility with clients as an investment resource across asset classes
Exceptional communication, negotiation and presentation skills
Strong collaboration skills and the ability to partner with both external clients (Analyst, Global Strategist, Investment Boards, etc.) as well as internal clients across asset management, product, finance and distribution
Ability to travel up to 50%
The Value You Deliver
Lead growth and retention efforts across a portfolio of institutional insurance clients.
Deepen and expand relationships by identifying new opportunities for Fidelity’s investment solutions.
Asset Class expertise positioning various thought leadership and investment product topics
Thrive in a team environment of strong investment professionals within the Relationship Manager Team
Provide market intelligence and client feedback to help shape Fidelity’s product strategy and initiatives.
Represent Fidelity at key industry events and client meetings as a thought leader and trusted partner
The Team
Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, a suite of alternative investments, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.
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.
The Role
The Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM) for managing and expanding a portfolio of strategic clients in the Institutional Insurance market. The individual will focus on driving growth, retention and strategic engagement across a defined set of insurance firms, including those offering annuity and life insurance products. The ideal candidate brings deep industry relationships and a strong understanding of subadvised and Variable Insurance Trust (VIT) structures, with the ability to navigate complex client organizations and deliver Fidelity’s full range of investment capabilities.
In addition to insurance clients, this role may include coverage responsibilities across the Defined Contribution Investment Only (DCIO) and Core Wealth segments, fostering collaboration across Fidelity business lines to deliver integrated solutions that help clients meet their business objectives.
The Expertise and Skills You Bring
CFA or CIMA preferred.
10+ years of experience in relationship management, distribution, or business development with in asset management.
Series 7 and 63 licenses required
Client-first mindset with the ability to develop trusted partnerships at senior levels
Deep understanding of the insurance marketplace, including investment, product, and regulatory trends influencing the industry.
Establish credibility with clients as an investment resource across asset classes
Exceptional communication, negotiation and presentation skills
Strong collaboration skills and the ability to partner with both external clients (Analyst, Global Strategist, Investment Boards, etc.) as well as internal clients across asset management, product, finance and distribution
Ability to travel up to 50%
The Value You Deliver
Lead growth and retention efforts across a portfolio of institutional insurance clients.
Deepen and expand relationships by identifying new opportunities for Fidelity’s investment solutions.
Asset Class expertise positioning various thought leadership and investment product topics
Thrive in a team environment of strong investment professionals within the Relationship Manager Team
Provide market intelligence and client feedback to help shape Fidelity’s product strategy and initiatives.
Represent Fidelity at key industry events and client meetings as a thought leader and trusted partner
The Team
Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, a suite of alternative investments, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.
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.
The Role
The Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM) for managing and expanding a portfolio of strategic clients in the Institutional Insurance market. The individual will focus on driving growth, retention and strategic engagement across a defined set of insurance firms, including those offering annuity and life insurance products. The ideal candidate brings deep industry relationships and a strong understanding of subadvised and Variable Insurance Trust (VIT) structures, with the ability to navigate complex client organizations and deliver Fidelity’s full range of investment capabilities.
In addition to insurance clients, this role may include coverage responsibilities across the Defined Contribution Investment Only (DCIO) and Core Wealth segments, fostering collaboration across Fidelity business lines to deliver integrated solutions that help clients meet their business objectives.
The Expertise and Skills You Bring
CFA or CIMA preferred.
10+ years of experience in relationship management, distribution, or business development with in asset management.
Series 7 and 63 licenses required
Client-first mindset with the ability to develop trusted partnerships at senior levels
Deep understanding of the insurance marketplace, including investment, product, and regulatory trends influencing the industry.
Establish credibility with clients as an investment resource across asset classes
Exceptional communication, negotiation and presentation skills
Strong collaboration skills and the ability to partner with both external clients (Analyst, Global Strategist, Investment Boards, etc.) as well as internal clients across asset management, product, finance and distribution
Ability to travel up to 50%
The Value You Deliver
Lead growth and retention efforts across a portfolio of institutional insurance clients.
Deepen and expand relationships by identifying new opportunities for Fidelity’s investment solutions.
Asset Class expertise positioning various thought leadership and investment product topics
Thrive in a team environment of strong investment professionals within the Relationship Manager Team
Provide market intelligence and client feedback to help shape Fidelity’s product strategy and initiatives.
Represent Fidelity at key industry events and client meetings as a thought leader and trusted partner
The Team
Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, a suite of alternative investments, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.
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.
The Role
The Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM) for managing and expanding a portfolio of strategic clients in the Institutional Insurance market. The individual will focus on driving growth, retention and strategic engagement across a defined set of insurance firms, including those offering annuity and life insurance products. The ideal candidate brings deep industry relationships and a strong understanding of subadvised and Variable Insurance Trust (VIT) structures, with the ability to navigate complex client organizations and deliver Fidelity’s full range of investment capabilities.
In addition to insurance clients, this role may include coverage responsibilities across the Defined Contribution Investment Only (DCIO) and Core Wealth segments, fostering collaboration across Fidelity business lines to deliver integrated solutions that help clients meet their business objectives.
The Expertise and Skills You Bring
CFA or CIMA preferred.
10+ years of experience in relationship management, distribution, or business development with in asset management.
Series 7 and 63 licenses required
Client-first mindset with the ability to develop trusted partnerships at senior levels
Deep understanding of the insurance marketplace, including investment, product, and regulatory trends influencing the industry.
Establish credibility with clients as an investment resource across asset classes
Exceptional communication, negotiation and presentation skills
Strong collaboration skills and the ability to partner with both external clients (Analyst, Global Strategist, Investment Boards, etc.) as well as internal clients across asset management, product, finance and distribution
Ability to travel up to 50%
The Value You Deliver
Lead growth and retention efforts across a portfolio of institutional insurance clients.
Deepen and expand relationships by identifying new opportunities for Fidelity’s investment solutions.
Asset Class expertise positioning various thought leadership and investment product topics
Thrive in a team environment of strong investment professionals within the Relationship Manager Team
Provide market intelligence and client feedback to help shape Fidelity’s product strategy and initiatives.
Represent Fidelity at key industry events and client meetings as a thought leader and trusted partner
The Team
Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, a suite of alternative investments, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.
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.
Director, Product Management (Fidelity Private Shares)
We are seeking a product manager to join the growing product team for Fidelity’s private company equity management platform, Fidelity Private Shares, within Fidelity Labs. We are passionate about what we do and build products that tackle real world complexity. Our team delivers innovative technology, robust industry experience and expertise, and seamless service to our customers.
As Product Manager, you’ll apply your expertise to creating solutions that will change how startups, lawyers, and investors think about managing company ownership. In this key role, you will influence the broader strategic decisions and roadmaps, ensure alignment of development work through ongoing planning and prioritization, iteration, and innovation, and bring teams together to drive results.
You’ll be responsible for a range of Product Management activities, including:
The Expertise and Skills You Bring
The Team
Fidelity Labs is Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building new technology, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. Learn more at labs.fidelity.com.
Company Overview
At Fidelity, we are passionate about 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 will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.
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.
Director, Product Management (Fidelity Private Shares)
We are seeking a product manager to join the growing product team for Fidelity’s private company equity management platform, Fidelity Private Shares, within Fidelity Labs. We are passionate about what we do and build products that tackle real world complexity. Our team delivers innovative technology, robust industry experience and expertise, and seamless service to our customers.
As Product Manager, you’ll apply your expertise to creating solutions that will change how startups, lawyers, and investors think about managing company ownership. In this key role, you will influence the broader strategic decisions and roadmaps, ensure alignment of development work through ongoing planning and prioritization, iteration, and innovation, and bring teams together to drive results.
You’ll be responsible for a range of Product Management activities, including:
The Expertise and Skills You Bring
The Team
Fidelity Labs is Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building new technology, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. Learn more at labs.fidelity.com.
Company Overview
At Fidelity, we are passionate about 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 will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.
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.
Director, Product Management (Fidelity Private Shares)
We are seeking a product manager to join the growing product team for Fidelity’s private company equity management platform, Fidelity Private Shares, within Fidelity Labs. We are passionate about what we do and build products that tackle real world complexity. Our team delivers innovative technology, robust industry experience and expertise, and seamless service to our customers.
As Product Manager, you’ll apply your expertise to creating solutions that will change how startups, lawyers, and investors think about managing company ownership. In this key role, you will influence the broader strategic decisions and roadmaps, ensure alignment of development work through ongoing planning and prioritization, iteration, and innovation, and bring teams together to drive results.
You’ll be responsible for a range of Product Management activities, including:
The Expertise and Skills You Bring
The Team
Fidelity Labs is Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building new technology, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. Learn more at labs.fidelity.com.
Company Overview
At Fidelity, we are passionate about 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 will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at accommodations@fmr.com or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.
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.
Overview The Cash Management organization, referred to as Cash Bankers, is an agile team within Fidelity Fund and Investment Operations Technology (FFIOT). The team is responsible for designing, developing, and supporting core applications that enable Cash operations across Middle Office functions. Within this group, the Cash Bankers squad focuses on building and maintaining key Cash platforms, including:
Cash Availability – calculates and delivers accurate, real-time spendable cash information to Portfolio Managers.
Cash Hub – processes and distributes cash allocations across the fund’s sub-portfolio structure.
The Senior Software Engineer role, based in Westlake, TX, will play a critical part in supporting the modernization of the Cash Availability platform.
What You'll Do
Develop and enhance enterprise-grade applications supporting Cash Availability and Cash Allocation workflows.
Lead the design and development of scalable APIs, microservices, and distributed services using Java, Spring Boot, and modern architectural patterns.
Contribute to the design of database schemas, stored procedures, and performant SQL within Oracle or MySQL environments.
Ensure engineering excellence through strong code review practices, robust unit/integration testing, and continuous delivery pipelines.
Collaborate across technical and business teams to deliver high-quality solutions in a fast-paced agile environment.
Troubleshoot complex issues across applications, systems, and network layers, ensuring operational resilience.
Partner with DevOps to improve CI/CD automation using Jenkins, GitHub, SonarQube and related tooling.
The Expertise and Skills You Bring
Bachelor’s or Master’s degree in Computer Science, Engineering, Information Technology, or a related field (or equivalent experience)
7+ years of hands-on software engineering experience building enterprise systems. • Strong proficiency with Java/J2EE, Java 17, Spring (Core, Boot, MVC), and modern REST API development.
Microservices architecture design and implementation.
Experience with modern front-end frameworks such as Angular or React.
Solid expertise in Oracle SQL, PL/SQL, schema design, and related data engineering technologies.
Hands-on experience with AWS (EC2, EKS, S3, Lambda, RDS).
Experience with CI/CD, testing automation (JUnit, Cucumber), Git, and DevOps practices.
Exposure to Informatica/ETL, ORM frameworks (Hibernate, MyBatis, JPA), and container technologies.
Leveraging GenAI tools to build innovative solutions Domain Experience
Background in financial services, preferably within asset management or middle/back-office operations. Professional & Soft Skills • Strong analytical and problem-solving abilities.
Clear communication skills with the ability to articulate business and technical requirements.
Proven ability to work independently while collaborating effectively in a team environment. • Demonstrated commitment to high engineering standards and continuous improvement. • Experience working in agile methodologies such as Scrum, XP, or Kanban. Education Fidelity Internal Information
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.
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.
]]>Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
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.
]]>Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture 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 We’re Looking For
The Purpose of Your Role
The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.
The Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
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.
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.
]]>Financial Planning Consultant
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius of the Covington, KY Regional Center.
Is it time to explore new challenges in your career?
The Financial Planning Consultant delivers proactive, personalized financial planning and integrated financial solutions that help Fidelity Advisory Services (FAS) clients make decisions and progress toward their financial goals. Operating within a team-based, technology-enabled model, Advisors guide clients across key financial priorities such as retirement planning, investment management, development of a holistic portfolio strategy, and supporting broader financial needs using Fidelity’s full suite of planning tools and solutions. Advisors will provide this support to a broad array of clients with varying needs, including onboarding recently enrolled clients, serving clients with complex planning goals, and those with more routine portfolio management needs.
The Expertise We’re Looking For
The role of the Financial Planning Consultant (FPC) is to support and guide Fidelity clients who have a managed portfolio. It is a direct customer contact role in which the FPC will address various aspects of clients’ financial plans, including managed accounts, serving as Advisory Services’ voice to the customer.
The Skills You Bring
The Value You Deliver
How Your Work Impacts the Organization
Fidelity Advisory Services (FAS) is part of the Fidelity Wealth business and delivers team-based, personalized financial planning and advice. With Fidelity’s suite of planning tools and WPO, Advisors provide goal-based advice across all pillars of the WPO in addition to managed account expertise across investing, retirement and life events with planning tools and data-driven insights.
Through FAS, advisors take end-to-end ownership of the advice experience – from discovery through implementation and ongoing progress – helping clients make confident decisions, stay focused on a plan, and adapt as their needs evolve. The model is designed to deliver consistent, high-quality advice at scale, while preserving the personalization and care clients expect from Fidelity.
FPCs operate within a team-based, technology-enabled service model that supports efficient practice management, deeper client engagement, and long-term relationship growth. Fidelity invests in its advisors through industry-leading tools, training, and a culture grounded in inclusion, collaboration, and continuous improvement – ensuring advisors are supported as they deliver meaningful outcomes for the clients.
Our Investments in You
We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people, so our benefit programs are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.
We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
Learn More: Dynamic Working
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.
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.
]]>Financial Planning Consultant
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius of the Merrimack, NH Regional Center.
Is it time to explore new challenges in your career?
The Financial Planning Consultant delivers proactive, personalized financial planning and integrated financial solutions that help Fidelity Advisory Services (FAS) clients make decisions and progress toward their financial goals. Operating within a team-based, technology-enabled model, Advisors guide clients across key financial priorities such as retirement planning, investment management, development of a holistic portfolio strategy, and supporting broader financial needs using Fidelity’s full suite of planning tools and solutions. Advisors will provide this support to a broad array of clients with varying needs, including onboarding recently enrolled clients, serving clients with complex planning goals, and those with more routine portfolio management needs.
The Expertise We’re Looking For
The role of the Financial Planning Consultant (FPC) is to support and guide Fidelity clients who have a managed portfolio. It is a direct customer contact role in which the FPC will address various aspects of clients’ financial plans, including managed accounts, serving as Advisory Services’ voice to the customer.
The Skills You Bring
The Value You Deliver
How Your Work Impacts the Organization
Fidelity Advisory Services (FAS) is part of the Fidelity Wealth business and delivers team-based, personalized financial planning and advice. With Fidelity’s suite of planning tools and WPO, Advisors provide goal-based advice across all pillars of the WPO in addition to managed account expertise across investing, retirement and life events with planning tools and data-driven insights.
Through FAS, advisors take end-to-end ownership of the advice experience – from discovery through implementation and ongoing progress – helping clients make confident decisions, stay focused on a plan, and adapt as their needs evolve. The model is designed to deliver consistent, high-quality advice at scale, while preserving the personalization and care clients expect from Fidelity.
FPCs operate within a team-based, technology-enabled service model that supports efficient practice management, deeper client engagement, and long-term relationship growth. Fidelity invests in its advisors through industry-leading tools, training, and a culture grounded in inclusion, collaboration, and continuous improvement – ensuring advisors are supported as they deliver meaningful outcomes for the clients.
Our Investments in You
We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people, so our benefit programs are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.
We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
Learn More: Dynamic Working
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.
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.
]]>Please Note: We are unable to provide visa sponsorship for this role
The Team
Our Mission: We serve those who serve others. The Tax-Exempt Market (TEM) supports mission‑driven institutions—including major healthcare systems, colleges, and universities—by delivering retirement plan services that improve financial well‑being.
Strategic Partnership: In this role, you will work closely with TEM Product Leadership, Engineering, Distribution, Operations, and global partners to design, deliver, and support critical product capabilities across the TEM ecosystem.
The Role
As a Lead TEM Business Analyst, you will play a critical role in driving complex product initiatives forward within the TEM Product Area. This role operates as a senior individual contributor with high autonomy, responsible for leading end‑to‑end business analysis across multi‑team epics and sub‑initiatives.
You will translate complex business needs into clear, actionable requirements and partner closely across Product, Technology, Operations, and Distribution. You will navigate systems, data, and workflows to help teams make informed decisions and deliver effectively. Work with technology partners to deliver solutions by leading delivery of features or epics.
Expertise You Have (Core Capabilities)
Skills You Bring (Behavioral DNA)
Value You Deliver
Experience & Background
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.
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.
]]>Please Note: We are unable to provide visa sponsorship for this role
The Team
Our Mission: We serve those who serve others. The Tax-Exempt Market (TEM) supports mission‑driven institutions—including major healthcare systems, colleges, and universities—by delivering retirement plan services that improve financial well‑being.
Strategic Partnership: In this role, you will work closely with TEM Product Leadership, Engineering, Distribution, Operations, and global partners to design, deliver, and support critical product capabilities across the TEM ecosystem.
The Role
As a Lead TEM Business Analyst, you will play a critical role in driving complex product initiatives forward within the TEM Product Area. This role operates as a senior individual contributor with high autonomy, responsible for leading end‑to‑end business analysis across multi‑team epics and sub‑initiatives.
You will translate complex business needs into clear, actionable requirements and partner closely across Product, Technology, Operations, and Distribution. You will navigate systems, data, and workflows to help teams make informed decisions and deliver effectively. Work with technology partners to deliver solutions by leading delivery of features or epics.
Expertise You Have (Core Capabilities)
Skills You Bring (Behavioral DNA)
Value You Deliver
Experience & Background
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
This Principal Business Analyst role will support the Fidelity Fund & Investment Operations (FFIO) Digital Assets Product Area delivery team and will help to enable the delivery of a foundational Digital Assets operating model and platform by providing critical digital subject matter expertise and context around cryptocurrencies, tokenized products, and blockchain technology. The Principal Analyst will be a key contributor to initiatives with diverse scope and complexity, ranging from fund accounting to trade operations to fund administration, acting as the primary interface between business practitioners, customers, and product delivery teams while applying best-in-class business analysis tools, techniques, and methodologies.
The Expertise and Skills You Bring
A Bachelor’s degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems.
A minimum of five years of related experience in Financial Services with demonstrated understanding of investment instruments, financial markets, blockchain technologies, the cryptocurrency regulatory landscape, and the digital asset ecosystem.
Outstanding knowledge of operations of digital products including cryptocurrencies, tokens, and requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds.
Prior experience with asset management back-office operations and mutual fund accounting including experience with FIS Invest One and SS&C Geneva accounting systems is highly desired.
Must be able to analyze complex and ambiguous issues, recommending creative solutions with clear and concise presentations.
Proven expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.
Demonstrated ability to produce supporting artifacts, such as process flows, context diagrams, UI wireframes, requirements, cross-domain dependencies, and business rules.
Affinity for data; where to get it, how to use it, what it means.
Strong written and verbal communication skills; Communicates clearly, concisely and impactfully to influence others.
The Team
The Business Unit: Fidelity Fund and Investment Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. These services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products; preparing fund financial documents, dividend estimates and tax returns; monitoring delivery of fund trades to custodian banks; processing corporate actions; collecting securities income on behalf of the funds; reconciling, reporting and moving money in support of fund shareholder transactions; and managing fund liquidity.
Product Area: FFIO Digital Assets Product Area is at the center of all transformation happening in FFIO to enable Fidelity to launch new digital assets offering in the marketplace. We work with all other product areas and provide subject matter expertise on Digital Assets domain. We represent FFIO on everything Digital Assets. We make sure that FFIO does not have to incur manual debt as we launch newer products in the market.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
This Principal Business Analyst role will support the Fidelity Fund & Investment Operations (FFIO) Digital Assets Product Area delivery team and will help to enable the delivery of a foundational Digital Assets operating model and platform by providing critical digital subject matter expertise and context around cryptocurrencies, tokenized products, and blockchain technology. The Principal Analyst will be a key contributor to initiatives with diverse scope and complexity, ranging from fund accounting to trade operations to fund administration, acting as the primary interface between business practitioners, customers, and product delivery teams while applying best-in-class business analysis tools, techniques, and methodologies.
The Expertise and Skills You Bring
A Bachelor’s degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems.
A minimum of five years of related experience in Financial Services with demonstrated understanding of investment instruments, financial markets, blockchain technologies, the cryptocurrency regulatory landscape, and the digital asset ecosystem.
Outstanding knowledge of operations of digital products including cryptocurrencies, tokens, and requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds.
Prior experience with asset management back-office operations and mutual fund accounting including experience with FIS Invest One and SS&C Geneva accounting systems is highly desired.
Must be able to analyze complex and ambiguous issues, recommending creative solutions with clear and concise presentations.
Proven expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.
Demonstrated ability to produce supporting artifacts, such as process flows, context diagrams, UI wireframes, requirements, cross-domain dependencies, and business rules.
Affinity for data; where to get it, how to use it, what it means.
Strong written and verbal communication skills; Communicates clearly, concisely and impactfully to influence others.
The Team
The Business Unit: Fidelity Fund and Investment Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. These services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products; preparing fund financial documents, dividend estimates and tax returns; monitoring delivery of fund trades to custodian banks; processing corporate actions; collecting securities income on behalf of the funds; reconciling, reporting and moving money in support of fund shareholder transactions; and managing fund liquidity.
Product Area: FFIO Digital Assets Product Area is at the center of all transformation happening in FFIO to enable Fidelity to launch new digital assets offering in the marketplace. We work with all other product areas and provide subject matter expertise on Digital Assets domain. We represent FFIO on everything Digital Assets. We make sure that FFIO does not have to incur manual debt as we launch newer products in the market.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
This Principal Business Analyst role will support the Fidelity Fund & Investment Operations (FFIO) Digital Assets Product Area delivery team and will help to enable the delivery of a foundational Digital Assets operating model and platform by providing critical digital subject matter expertise and context around cryptocurrencies, tokenized products, and blockchain technology. The Principal Analyst will be a key contributor to initiatives with diverse scope and complexity, ranging from fund accounting to trade operations to fund administration, acting as the primary interface between business practitioners, customers, and product delivery teams while applying best-in-class business analysis tools, techniques, and methodologies.
The Expertise and Skills You Bring
A Bachelor’s degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems.
A minimum of five years of related experience in Financial Services with demonstrated understanding of investment instruments, financial markets, blockchain technologies, the cryptocurrency regulatory landscape, and the digital asset ecosystem.
Outstanding knowledge of operations of digital products including cryptocurrencies, tokens, and requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds.
Prior experience with asset management back-office operations and mutual fund accounting including experience with FIS Invest One and SS&C Geneva accounting systems is highly desired.
Must be able to analyze complex and ambiguous issues, recommending creative solutions with clear and concise presentations.
Proven expertise in various business analysis methodologies and techniques, including data analysis, use case development, story writing, user acceptance testing, and product documentation.
Demonstrated ability to produce supporting artifacts, such as process flows, context diagrams, UI wireframes, requirements, cross-domain dependencies, and business rules.
Affinity for data; where to get it, how to use it, what it means.
Strong written and verbal communication skills; Communicates clearly, concisely and impactfully to influence others.
The Team
The Business Unit: Fidelity Fund and Investment Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. These services include calculating and distributing NAVs, distribution rates and yields for a wide variety of investment products; preparing fund financial documents, dividend estimates and tax returns; monitoring delivery of fund trades to custodian banks; processing corporate actions; collecting securities income on behalf of the funds; reconciling, reporting and moving money in support of fund shareholder transactions; and managing fund liquidity.
Product Area: FFIO Digital Assets Product Area is at the center of all transformation happening in FFIO to enable Fidelity to launch new digital assets offering in the marketplace. We work with all other product areas and provide subject matter expertise on Digital Assets domain. We represent FFIO on everything Digital Assets. We make sure that FFIO does not have to incur manual debt as we launch newer products in the market.
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.
Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods
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.
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.
]]>Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods
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.
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.
]]>Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Walnut Creek, Dublin, San Francisco, Marin/Larkspur, Berkeley, Burlingame
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Walnut Creek, Dublin, San Francisco, Marin/Larkspur, Berkeley, Burlingame
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Walnut Creek, Dublin, San Francisco, Marin/Larkspur, Berkeley, Burlingame
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Walnut Creek, Dublin, San Francisco, Marin/Larkspur, Berkeley, Burlingame
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Walnut Creek, Dublin, San Francisco, Marin/Larkspur, Berkeley, Burlingame
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Walnut Creek, Dublin, San Francisco, Marin/Larkspur, Berkeley, Burlingame
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Chesterfield and St. Louis-Ladue.
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Chesterfield and St. Louis-Ladue.
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Chesterfield and St. Louis-Ladue.
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
The Role:
Quantitative Research and Investments (QRI) is seeking a data expert in the domain of portfolio risk analytics to lead a Risk Platform Operations team responsible for ensuring that all vendor and internal portfolio risk analytics used for risk management and portfolio construction across Fidelity are delivered consistently, accurately and on a timely basis.
The Risk Platform Operations team are the stewards of risk analytics data for Fidelity Asset Management. They focus on quality control of all data that feeds into portfolio risk analytics, including security factor exposures and proxies, factor returns and covariance matrices, fundamentals data, security T&Cs, and portfolio holdings. In this role, you will provide data expertise to portfolio and risk managers who use portfolio risk models and engineering teams which build production processes around them.
This leader will mentor more junior members of the team, helping them gain the domain expertise necessary to root-cause daily issues effectively, work with internal and external data providers to resolve issues at source, answer investor questions, and develop automated systems for identifying data quality issues.
The Expertise and Skills You Bring
Proven experience with market risk models from leading vendors such as Barra, Axioma, Northfield, and Bloomberg.
Strong analytical capabilities with a demonstrated ability to comprehend large datasets and implement effective data quality controls.
Proactive and self-motivated approach, with the ability to work independently while providing oversight and mentorship to junior team members.
Deep understanding of financial data including security, company, portfolio, and index-level information, as well as pricing across equities, bonds, and derivatives.
Proficiency in SQL, Python, Snowflake, and/or Oracle, with hands-on experience in data quality frameworks and automation tools.
Bachelor’s degree or higher in a quantitative discipline such as mathematics, statistics, engineering, computer science, or finance.
5+ years of experience in global data operations or support roles within the financial industry, with a track record of delivering high-quality data solutions.
Expertise in anomaly detection methods, statistical tools, and best practices for managing data quality workflows.
Excellent communication skills, with experience collaborating across technical, investment, and senior leadership teams.
Demonstrated leadership in team environments, including mentoring junior associates and driving process improvements.
Experience working in complex data environments, with the technical and analytical infrastructure required to support them.
Ability to identify and resolve root-cause data quality issues, collaborating with internal teams and external data providers to correct issues at the source.
Skilled in developing automated processes to detect and resolve data errors, ensuring high-quality data for investment decision-making.
Experience in documenting key procedures and calculations and validating data for accuracy and completeness.
Domain expertise in investment management, with knowledge spanning risk management, portfolio management, trading, and investment operations.
The Team:
The Risk Platform team is an integral part of the Quantitative Research and Investing (QRI) division in Asset Management. QRI is responsible for the management and development of quantitative investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.
Note: Fidelity will not provide immigration sponsorship for this position
The Project Manager leads project teams of internal and external stakeholders to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.
Bachelor's Degree
5+ years of experience in 2 of the following 3 areas; implementation, project management and/or client management
Confidently lead by influence and use strong communication and interpersonal skills to work across organizations
Analytical, organized, and have strong multi-tasking skills
Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities
Identify and lead quality improvement initiatives and other special projects for the team
Strong knowledge of defined contribution (qualified and/ or nonqualified), financial services, and/or benefits industries
Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate
Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted
Monitoring and reporting on project status
Consulting with clients to understand their needs
Maintaining knowledge of ERISA, IRC and DOL regulations and understanding the impact of pending legislation
Coaching and mentoring others to draw out their skills and expertise
As part of the Implementation group within Workplace Investing the Project Manager plays a critical role leading a project team and coordinating project efforts with internal business partners such as other groups within Implementation, ongoing client service teams, Participant Services, Financial Operations, etc. The project team also works with external resources, including client staff and third-party vendors.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Project Manager leads project teams of internal and external stakeholders to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.
Bachelor's Degree
5+ years of experience in 2 of the following 3 areas; implementation, project management and/or client management
Confidently lead by influence and use strong communication and interpersonal skills to work across organizations
Analytical, organized, and have strong multi-tasking skills
Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities
Identify and lead quality improvement initiatives and other special projects for the team
Strong knowledge of defined contribution (qualified and/ or nonqualified), financial services, and/or benefits industries
Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate
Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted
Monitoring and reporting on project status
Consulting with clients to understand their needs
Maintaining knowledge of ERISA, IRC and DOL regulations and understanding the impact of pending legislation
Coaching and mentoring others to draw out their skills and expertise
As part of the Implementation group within Workplace Investing the Project Manager plays a critical role leading a project team and coordinating project efforts with internal business partners such as other groups within Implementation, ongoing client service teams, Participant Services, Financial Operations, etc. The project team also works with external resources, including client staff and third-party vendors.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Project Manager leads project teams of internal and external stakeholders to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.
Bachelor's Degree
5+ years of experience in 2 of the following 3 areas; implementation, project management and/or client management
Confidently lead by influence and use strong communication and interpersonal skills to work across organizations
Analytical, organized, and have strong multi-tasking skills
Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities
Identify and lead quality improvement initiatives and other special projects for the team
Strong knowledge of defined contribution (qualified and/ or nonqualified), financial services, and/or benefits industries
Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate
Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted
Monitoring and reporting on project status
Consulting with clients to understand their needs
Maintaining knowledge of ERISA, IRC and DOL regulations and understanding the impact of pending legislation
Coaching and mentoring others to draw out their skills and expertise
As part of the Implementation group within Workplace Investing the Project Manager plays a critical role leading a project team and coordinating project efforts with internal business partners such as other groups within Implementation, ongoing client service teams, Participant Services, Financial Operations, etc. The project team also works with external resources, including client staff and third-party vendors.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Project Manager leads project teams of internal and external stakeholders to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.
Bachelor's Degree
5+ years of experience in 2 of the following 3 areas; implementation, project management and/or client management
Confidently lead by influence and use strong communication and interpersonal skills to work across organizations
Analytical, organized, and have strong multi-tasking skills
Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities
Identify and lead quality improvement initiatives and other special projects for the team
Strong knowledge of defined contribution (qualified and/ or nonqualified), financial services, and/or benefits industries
Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate
Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted
Monitoring and reporting on project status
Consulting with clients to understand their needs
Maintaining knowledge of ERISA, IRC and DOL regulations and understanding the impact of pending legislation
Coaching and mentoring others to draw out their skills and expertise
As part of the Implementation group within Workplace Investing the Project Manager plays a critical role leading a project team and coordinating project efforts with internal business partners such as other groups within Implementation, ongoing client service teams, Participant Services, Financial Operations, etc. The project team also works with external resources, including client staff and third-party vendors.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Project Manager leads project teams of internal and external stakeholders to convert the defined contribution plans of new clients to Fidelity or make changes to the plans of existing clients.
Bachelor's Degree
5+ years of experience in 2 of the following 3 areas; implementation, project management and/or client management
Confidently lead by influence and use strong communication and interpersonal skills to work across organizations
Analytical, organized, and have strong multi-tasking skills
Decisive, creative, and adaptable, with experience developing and executing solutions for clients while balancing business goals and priorities
Identify and lead quality improvement initiatives and other special projects for the team
Strong knowledge of defined contribution (qualified and/ or nonqualified), financial services, and/or benefits industries
Leading multiple projects and prioritizing workload based on urgency, importance, client expectations and business needs, delegating decision-making to team members as appropriate
Developing project timelines and ensuring that project team members complete requirements on time, while anticipating challenges and formulating solutions before the project is adversely impacted
Monitoring and reporting on project status
Consulting with clients to understand their needs
Maintaining knowledge of ERISA, IRC and DOL regulations and understanding the impact of pending legislation
Coaching and mentoring others to draw out their skills and expertise
As part of the Implementation group within Workplace Investing the Project Manager plays a critical role leading a project team and coordinating project efforts with internal business partners such as other groups within Implementation, ongoing client service teams, Participant Services, Financial Operations, etc. The project team also works with external resources, including client staff and third-party vendors.
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.
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.
]]>Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position
The Role
We are seeking a strategic and execution-oriented leader to help shape and evolve the customer strategy for our Advanced Trader business. This role sits at the intersection of product, marketing, compliance, technology, client service, and cross-functional delivery.
The Director will partner closely across Product, Marketing, Service, and Analytics to deepen understanding of advanced trader customer segments, identify growth opportunities, and help drive strategic initiatives from concept through execution.
This role requires a strong blend of strategic thinking, customer-centric problem solving, analytical rigor, and organizational leadership. The ideal candidate is comfortable navigating ambiguity, influencing cross-functional stakeholders, and translating business objectives into actionable plans that drive measurable outcomes.
The Expertise and Skills you Bring
The Team
The Advanced Trading team is part of Fidelity’s Brokerage business. We partner with smart, creative people across the organization to understand our customers, their needs, and how we can better meet the needs of today and tomorrow. We have a relentless commitment to helping our customers build confidence in investing – regardless of their affluence, skill, or appetite.
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.
Note: Fidelity is not providing immigration sponsorship for this position
The Role
We are seeking a strategic and execution-oriented leader to help shape and evolve the customer strategy for our Advanced Trader business. This role sits at the intersection of product, marketing, compliance, technology, client service, and cross-functional delivery.
The Director will partner closely across Product, Marketing, Service, and Analytics to deepen understanding of advanced trader customer segments, identify growth opportunities, and help drive strategic initiatives from concept through execution.
This role requires a strong blend of strategic thinking, customer-centric problem solving, analytical rigor, and organizational leadership. The ideal candidate is comfortable navigating ambiguity, influencing cross-functional stakeholders, and translating business objectives into actionable plans that drive measurable outcomes.
The Expertise and Skills you Bring
The Team
The Advanced Trading team is part of Fidelity’s Brokerage business. We partner with smart, creative people across the organization to understand our customers, their needs, and how we can better meet the needs of today and tomorrow. We have a relentless commitment to helping our customers build confidence in investing – regardless of their affluence, skill, or appetite.
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.
Note: Fidelity is not providing immigration sponsorship for this position
The Role
We are seeking a strategic and execution-oriented leader to help shape and evolve the customer strategy for our Advanced Trader business. This role sits at the intersection of product, marketing, compliance, technology, client service, and cross-functional delivery.
The Director will partner closely across Product, Marketing, Service, and Analytics to deepen understanding of advanced trader customer segments, identify growth opportunities, and help drive strategic initiatives from concept through execution.
This role requires a strong blend of strategic thinking, customer-centric problem solving, analytical rigor, and organizational leadership. The ideal candidate is comfortable navigating ambiguity, influencing cross-functional stakeholders, and translating business objectives into actionable plans that drive measurable outcomes.
The Expertise and Skills you Bring
The Team
The Advanced Trading team is part of Fidelity’s Brokerage business. We partner with smart, creative people across the organization to understand our customers, their needs, and how we can better meet the needs of today and tomorrow. We have a relentless commitment to helping our customers build confidence in investing – regardless of their affluence, skill, or appetite.
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.
Note: Fidelity is not providing immigration sponsorship for this position
The Role
We are seeking a strategic and execution-oriented leader to help shape and evolve the customer strategy for our Advanced Trader business. This role sits at the intersection of product, marketing, compliance, technology, client service, and cross-functional delivery.
The Director will partner closely across Product, Marketing, Service, and Analytics to deepen understanding of advanced trader customer segments, identify growth opportunities, and help drive strategic initiatives from concept through execution.
This role requires a strong blend of strategic thinking, customer-centric problem solving, analytical rigor, and organizational leadership. The ideal candidate is comfortable navigating ambiguity, influencing cross-functional stakeholders, and translating business objectives into actionable plans that drive measurable outcomes.
The Expertise and Skills you Bring
The Team
The Advanced Trading team is part of Fidelity’s Brokerage business. We partner with smart, creative people across the organization to understand our customers, their needs, and how we can better meet the needs of today and tomorrow. We have a relentless commitment to helping our customers build confidence in investing – regardless of their affluence, skill, or appetite.
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.
Are you passionate about delivering world-class dining experiences? As the Dining Room Manager for Specialty Dining at Fidelity Investments, you will lead the way in crafting an outstanding atmosphere for our guests! You will be managing reservations, coordinating food and beverage service, and ensuring an outstanding ambiance in our signature venues. Your role is pivotal in providing flawless service that leaves a lasting impression.
Coordinating the daily operations of the front of house team, ensuring smooth and efficient service from breakfasts, lunches, and occasional receptions & dinners.
Handling inventory for front of house sections, making certain they remain sufficiently supplied to support business demands.
Supervising and training the waitstaff team, conducting pre-service briefings, and crafting work schedules to maintain service excellence.
Managing reservations, ensuring accuracy, and communicating dietary restrictions with the culinary team.
Reporting on volume of activity and projections.
You are a dynamic and highly motivated individual who thrives in a fast-paced, organized environment. Your experience in upscale dining settings and your ability to multitask will be essential in this role. You will play a crucial part in our customer-obsessed team, sharing your expertise while working independently with confidence and poise. Your attention to detail and dedication to flawless execution will set you apart.
A high school degree or equivalent experience is required; a college degree is preferred.
Proven experience in an upscale dining environment.
Solid computer skills, including proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
Preferred certifications: ServSafe Food, CPR Training, and TiPS Alcohol Certification.
Note: Fidelity is not providing immigration sponsorship for this position
We are a team that prides itself on delivering outstanding dining experiences to high-level Fidelity executives and external guests. Our collaborative efforts ensure that we provide a welcoming and memorable experience for all, maintaining the highest service standards. We work closely with the Executive Chef and culinary team to accommodate special requests and dietary needs thoughtfully. Our dedication to inclusion and collaboration drives us to achieve excellence in every service!
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
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.
Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
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.
]]>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.
As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs.
The Expertise We’re Looking For
The Purpose of Your Role
The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. 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 rewarding interactions with clients every single day!
The Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
The Value You Deliver
How Your Work Impacts the Organization
Through your knowledge of financial planning and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Financial Planning Consultant
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius of the Greenwood Village, CO Regional Center.
Is it time to explore new challenges in your career?
The Financial Planning Consultant delivers proactive, personalized financial planning and integrated financial solutions that help Fidelity Advisory Services (FAS) clients make confident decisions and progress toward their financial goals. Operating within a team-based, technology-enabled model, Advisors guide clients across key financial priorities such as retirement planning, investment management, development of a holistic portfolio strategy, and supporting broader financial needs using Fidelity’s full suite of planning tools and solutions. Advisors will provide this support to a broad array of clients with varying needs, including onboarding recently enrolled clients, serving clients with complex planning goals, and those with more routine portfolio management needs.
The Expertise We’re Looking For
The Purpose of Your Role
The role of the Financial Planning Consultant (FPC) is to support and guide Fidelity clients who have a managed portfolio. It is a direct customer contact role in which the FPC will address various aspects of clients’ financial plans, including managed accounts, serving as Advisory Services’ voice to the customer.
The Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position.
The Value You Deliver
How Your Work Impacts the Organization
Fidelity Advisory Services (FAS) is part of the Fidelity Wealth business and delivers team-based, personalized financial planning and advice. With Fidelity’s suite of planning tools and WPO, Advisors provide goal-based advice across all pillars of the WPO in addition to managed account expertise across investing, retirement and life events with planning tools and data-driven insights.
Through FAS, advisors take end-to-end ownership of the advice experience – from discovery through implementation and ongoing progress – helping clients make confident decisions, stay focused on a plan, and adapt as their needs evolve. The model is designed to deliver consistent, high-quality advice at scale, while preserving the personalization and care clients expect from Fidelity.
FPCs operate within a team-based, technology-enabled service model that supports efficient practice management, deeper client engagement, and long-term relationship growth. Fidelity invests in its advisors through industry-leading tools, training, and a culture grounded in inclusion, collaboration, and continuous improvement – ensuring advisors are supported as they deliver meaningful outcomes for the clients.
Our Investments in You
We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people, so our benefit programs are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.
We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
Learn More: Dynamic Working
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Principal Storage Engineer, you will design, implement, and manage enterprise-grade storage solutions that support business-critical workloads across the firm’s financial services. You’ll work within a team of technical engineers responsible for distributed block storage infrastructure, ensuring secure, highly available storage services for critical applications.
The Expertise You Have
The Skills You Bring
The Team
You’ll join an international team of engineers delivering best-in-class distributed storage services. Your expertise will help drive strategic technology decisions supporting financial customers. Through collaboration with leadership, product management, architecture, and support teams, you’ll ensure timely delivery of critical initiatives. Responsibilities include:
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Principal Storage Engineer, you will design, implement, and manage enterprise-grade storage solutions that support business-critical workloads across the firm’s financial services. You’ll work within a team of technical engineers responsible for distributed block storage infrastructure, ensuring secure, highly available storage services for critical applications.
The Expertise You Have
The Skills You Bring
The Team
You’ll join an international team of engineers delivering best-in-class distributed storage services. Your expertise will help drive strategic technology decisions supporting financial customers. Through collaboration with leadership, product management, architecture, and support teams, you’ll ensure timely delivery of critical initiatives. Responsibilities include:
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.
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.
]]>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture 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 Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.
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.
The Head of Global Sanctions is the senior executive responsible for leading Fidelity’s global economic sanctions program across all business lines and jurisdictions. This role sets the strategic direction, ensures robust governance and oversight, and drives enterprise‑level sanctions risk management in an increasingly complex global regulatory landscape.
You will report to the Global Head of Fidelity’s Financial Crimes Compliance program and serve as the firm’s sanctions authority, accountable for U.S. OFAC compliance and alignment with global sanctions regimes, including those issued by the UK, EU, Canada, Switzerland, and the UN—where cross‑jurisdictional divergence and increased regulatory activity require heightened coordination.
You will lead the design, execution, and continuous enhancement of Fidelity’s sanctions program, supporting strategic priorities, operational resilience, and regulatory expectations amid aggressive global enforcement trends, including rising penalties, expanded gatekeeper liability, and broader scrutiny of financial intermediaries.
Program Strategy, Design & Governance
Set and continuously refine the global sanctions strategy in a regulatory environment marked by growing enforcement intensity, increased cross-border divergence, and expansion of sanctions beyond traditional targets to include logistics, cyber networks, and facilitation structures.
Oversee an enterprise-wide sanctions program aligned with OFAC and parallel global authorities, ensuring a risk‑based, forward‑looking framework designed to detect and mitigate sanctions exposure across all Fidelity entities and clients.
Establish and maintain program governance, including policies, standards, procedures, and escalations.
Oversee and coordinate global sanctions governance in partnership with business‑unit AML and Sanctions Officers, ensuring alignment on risk management priorities, governance standards, and executive communications.
Screening, Investigations & Decisioning
Provide executive oversight and final‑level decisioning for complex customer, transaction, investment, and third‑party sanctions escalations. Ensure controls adequately address expanding enforcement expectations for financial intermediaries, investment managers, brokers, and gatekeepers.
Risk Assessment & Controls
Lead global sanctions risk assessments to identify emerging exposures, including non‑U.S. sanctions programs increasingly diverging from U.S. actions (e.g., Canada, Switzerland, EU expanding designations while U.S. growth slows). Identify and implement program enhancements across people, processes, and technology.
Technology, Analytics & Data Enablement
Champion advanced screening tools, data science applications, machine‑learning detection capabilities, and continuous optimization of systems and models. Partner with Technology and Platform Strategy teams to drive automation to support scalability and reduce false positives in a rapidly evolving threat landscape, including risks associated with fintech, crypto, digital assets, and cross‑border payment technologies.
Metrics, Reporting & Regulatory Engagement
Develop and present comprehensive sanctions reporting, trend analysis, and program health indicators to Executive Committees, Senior Leaders, Audit and regulators. Act as Financial Crimes Compliance’s representative with domestic and international regulators, law‑enforcement bodies, and industry groups.
Enterprise Partnership & Leadership
Influence and collaborate with senior leaders across Compliance, Legal, Risk, Technology, Investments, Brokerage, Global Security, and Audit. Lead, mentor, and develop a high‑performing global sanctions team, ensuring technical expertise, analytical depth, and readiness for evolving regulatory demands.
The Expertise and Skills You Bring
12+ years of sanctions compliance experience at a large financial institution, regulatory agency, consultancy, law firm, or equivalent.
Deep knowledge of global sanctions regimes, including OFAC, UK HMT, EU, UN, and Canadian sanctions, as well as familiarity with their increasing divergence and cross‑border implications.
Experience managing global sanctions programs for large and complex financial institutions.
Strong industry understanding across brokerage, asset management, wealth management, and digital/crypto asset ecosystems.
Proven leadership with the executive presence to influence across the organization and engage effectively with regulators.
Demonstrated ability to innovate program operations, including data‑driven control optimization, technology transformation, and end‑to‑end sanctions governance.
Ability to deliver in a fast‑paced environment with competing priorities, while maintaining a disciplined, risk‑based approach.
Exceptional integrity, judgment, and ability to challenge thoughtfully and constructively.
Note: Fidelity is not providing immigration sponsorship for this position
The Financial Crimes Compliance (FCC) group leads Fidelity’s global AML, sanctions, and anti‑corruption programs. FCC designs, governs, and oversees enterprise‑wide financial‑crime risk mitigation with a commitment to operational excellence, regulatory compliance, and safeguarding Fidelity, its customers, and the financial eco-system.
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.
The Head of Global Sanctions is the senior executive responsible for leading Fidelity’s global economic sanctions program across all business lines and jurisdictions. This role sets the strategic direction, ensures robust governance and oversight, and drives enterprise‑level sanctions risk management in an increasingly complex global regulatory landscape.
You will report to the Global Head of Fidelity’s Financial Crimes Compliance program and serve as the firm’s sanctions authority, accountable for U.S. OFAC compliance and alignment with global sanctions regimes, including those issued by the UK, EU, Canada, Switzerland, and the UN—where cross‑jurisdictional divergence and increased regulatory activity require heightened coordination.
You will lead the design, execution, and continuous enhancement of Fidelity’s sanctions program, supporting strategic priorities, operational resilience, and regulatory expectations amid aggressive global enforcement trends, including rising penalties, expanded gatekeeper liability, and broader scrutiny of financial intermediaries.
Program Strategy, Design & Governance
Set and continuously refine the global sanctions strategy in a regulatory environment marked by growing enforcement intensity, increased cross-border divergence, and expansion of sanctions beyond traditional targets to include logistics, cyber networks, and facilitation structures.
Oversee an enterprise-wide sanctions program aligned with OFAC and parallel global authorities, ensuring a risk‑based, forward‑looking framework designed to detect and mitigate sanctions exposure across all Fidelity entities and clients.
Establish and maintain program governance, including policies, standards, procedures, and escalations.
Oversee and coordinate global sanctions governance in partnership with business‑unit AML and Sanctions Officers, ensuring alignment on risk management priorities, governance standards, and executive communications.
Screening, Investigations & Decisioning
Provide executive oversight and final‑level decisioning for complex customer, transaction, investment, and third‑party sanctions escalations. Ensure controls adequately address expanding enforcement expectations for financial intermediaries, investment managers, brokers, and gatekeepers.
Risk Assessment & Controls
Lead global sanctions risk assessments to identify emerging exposures, including non‑U.S. sanctions programs increasingly diverging from U.S. actions (e.g., Canada, Switzerland, EU expanding designations while U.S. growth slows). Identify and implement program enhancements across people, processes, and technology.
Technology, Analytics & Data Enablement
Champion advanced screening tools, data science applications, machine‑learning detection capabilities, and continuous optimization of systems and models. Partner with Technology and Platform Strategy teams to drive automation to support scalability and reduce false positives in a rapidly evolving threat landscape, including risks associated with fintech, crypto, digital assets, and cross‑border payment technologies.
Metrics, Reporting & Regulatory Engagement
Develop and present comprehensive sanctions reporting, trend analysis, and program health indicators to Executive Committees, Senior Leaders, Audit and regulators. Act as Financial Crimes Compliance’s representative with domestic and international regulators, law‑enforcement bodies, and industry groups.
Enterprise Partnership & Leadership
Influence and collaborate with senior leaders across Compliance, Legal, Risk, Technology, Investments, Brokerage, Global Security, and Audit. Lead, mentor, and develop a high‑performing global sanctions team, ensuring technical expertise, analytical depth, and readiness for evolving regulatory demands.
The Expertise and Skills You Bring
12+ years of sanctions compliance experience at a large financial institution, regulatory agency, consultancy, law firm, or equivalent.
Deep knowledge of global sanctions regimes, including OFAC, UK HMT, EU, UN, and Canadian sanctions, as well as familiarity with their increasing divergence and cross‑border implications.
Experience managing global sanctions programs for large and complex financial institutions.
Strong industry understanding across brokerage, asset management, wealth management, and digital/crypto asset ecosystems.
Proven leadership with the executive presence to influence across the organization and engage effectively with regulators.
Demonstrated ability to innovate program operations, including data‑driven control optimization, technology transformation, and end‑to‑end sanctions governance.
Ability to deliver in a fast‑paced environment with competing priorities, while maintaining a disciplined, risk‑based approach.
Exceptional integrity, judgment, and ability to challenge thoughtfully and constructively.
Note: Fidelity is not providing immigration sponsorship for this position
The Financial Crimes Compliance (FCC) group leads Fidelity’s global AML, sanctions, and anti‑corruption programs. FCC designs, governs, and oversees enterprise‑wide financial‑crime risk mitigation with a commitment to operational excellence, regulatory compliance, and safeguarding Fidelity, its customers, and the financial eco-system.
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.
The Head of Global Sanctions is the senior executive responsible for leading Fidelity’s global economic sanctions program across all business lines and jurisdictions. This role sets the strategic direction, ensures robust governance and oversight, and drives enterprise‑level sanctions risk management in an increasingly complex global regulatory landscape.
You will report to the Global Head of Fidelity’s Financial Crimes Compliance program and serve as the firm’s sanctions authority, accountable for U.S. OFAC compliance and alignment with global sanctions regimes, including those issued by the UK, EU, Canada, Switzerland, and the UN—where cross‑jurisdictional divergence and increased regulatory activity require heightened coordination.
You will lead the design, execution, and continuous enhancement of Fidelity’s sanctions program, supporting strategic priorities, operational resilience, and regulatory expectations amid aggressive global enforcement trends, including rising penalties, expanded gatekeeper liability, and broader scrutiny of financial intermediaries.
Program Strategy, Design & Governance
Set and continuously refine the global sanctions strategy in a regulatory environment marked by growing enforcement intensity, increased cross-border divergence, and expansion of sanctions beyond traditional targets to include logistics, cyber networks, and facilitation structures.
Oversee an enterprise-wide sanctions program aligned with OFAC and parallel global authorities, ensuring a risk‑based, forward‑looking framework designed to detect and mitigate sanctions exposure across all Fidelity entities and clients.
Establish and maintain program governance, including policies, standards, procedures, and escalations.
Oversee and coordinate global sanctions governance in partnership with business‑unit AML and Sanctions Officers, ensuring alignment on risk management priorities, governance standards, and executive communications.
Screening, Investigations & Decisioning
Provide executive oversight and final‑level decisioning for complex customer, transaction, investment, and third‑party sanctions escalations. Ensure controls adequately address expanding enforcement expectations for financial intermediaries, investment managers, brokers, and gatekeepers.
Risk Assessment & Controls
Lead global sanctions risk assessments to identify emerging exposures, including non‑U.S. sanctions programs increasingly diverging from U.S. actions (e.g., Canada, Switzerland, EU expanding designations while U.S. growth slows). Identify and implement program enhancements across people, processes, and technology.
Technology, Analytics & Data Enablement
Champion advanced screening tools, data science applications, machine‑learning detection capabilities, and continuous optimization of systems and models. Partner with Technology and Platform Strategy teams to drive automation to support scalability and reduce false positives in a rapidly evolving threat landscape, including risks associated with fintech, crypto, digital assets, and cross‑border payment technologies.
Metrics, Reporting & Regulatory Engagement
Develop and present comprehensive sanctions reporting, trend analysis, and program health indicators to Executive Committees, Senior Leaders, Audit and regulators. Act as Financial Crimes Compliance’s representative with domestic and international regulators, law‑enforcement bodies, and industry groups.
Enterprise Partnership & Leadership
Influence and collaborate with senior leaders across Compliance, Legal, Risk, Technology, Investments, Brokerage, Global Security, and Audit. Lead, mentor, and develop a high‑performing global sanctions team, ensuring technical expertise, analytical depth, and readiness for evolving regulatory demands.
The Expertise and Skills You Bring
12+ years of sanctions compliance experience at a large financial institution, regulatory agency, consultancy, law firm, or equivalent.
Deep knowledge of global sanctions regimes, including OFAC, UK HMT, EU, UN, and Canadian sanctions, as well as familiarity with their increasing divergence and cross‑border implications.
Experience managing global sanctions programs for large and complex financial institutions.
Strong industry understanding across brokerage, asset management, wealth management, and digital/crypto asset ecosystems.
Proven leadership with the executive presence to influence across the organization and engage effectively with regulators.
Demonstrated ability to innovate program operations, including data‑driven control optimization, technology transformation, and end‑to‑end sanctions governance.
Ability to deliver in a fast‑paced environment with competing priorities, while maintaining a disciplined, risk‑based approach.
Exceptional integrity, judgment, and ability to challenge thoughtfully and constructively.
Note: Fidelity is not providing immigration sponsorship for this position
The Financial Crimes Compliance (FCC) group leads Fidelity’s global AML, sanctions, and anti‑corruption programs. FCC designs, governs, and oversees enterprise‑wide financial‑crime risk mitigation with a commitment to operational excellence, regulatory compliance, and safeguarding Fidelity, its customers, and the financial eco-system.
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.
The Head of Global Sanctions is the senior executive responsible for leading Fidelity’s global economic sanctions program across all business lines and jurisdictions. This role sets the strategic direction, ensures robust governance and oversight, and drives enterprise‑level sanctions risk management in an increasingly complex global regulatory landscape.
You will report to the Global Head of Fidelity’s Financial Crimes Compliance program and serve as the firm’s sanctions authority, accountable for U.S. OFAC compliance and alignment with global sanctions regimes, including those issued by the UK, EU, Canada, Switzerland, and the UN—where cross‑jurisdictional divergence and increased regulatory activity require heightened coordination.
You will lead the design, execution, and continuous enhancement of Fidelity’s sanctions program, supporting strategic priorities, operational resilience, and regulatory expectations amid aggressive global enforcement trends, including rising penalties, expanded gatekeeper liability, and broader scrutiny of financial intermediaries.
Program Strategy, Design & Governance
Set and continuously refine the global sanctions strategy in a regulatory environment marked by growing enforcement intensity, increased cross-border divergence, and expansion of sanctions beyond traditional targets to include logistics, cyber networks, and facilitation structures.
Oversee an enterprise-wide sanctions program aligned with OFAC and parallel global authorities, ensuring a risk‑based, forward‑looking framework designed to detect and mitigate sanctions exposure across all Fidelity entities and clients.
Establish and maintain program governance, including policies, standards, procedures, and escalations.
Oversee and coordinate global sanctions governance in partnership with business‑unit AML and Sanctions Officers, ensuring alignment on risk management priorities, governance standards, and executive communications.
Screening, Investigations & Decisioning
Provide executive oversight and final‑level decisioning for complex customer, transaction, investment, and third‑party sanctions escalations. Ensure controls adequately address expanding enforcement expectations for financial intermediaries, investment managers, brokers, and gatekeepers.
Risk Assessment & Controls
Lead global sanctions risk assessments to identify emerging exposures, including non‑U.S. sanctions programs increasingly diverging from U.S. actions (e.g., Canada, Switzerland, EU expanding designations while U.S. growth slows). Identify and implement program enhancements across people, processes, and technology.
Technology, Analytics & Data Enablement
Champion advanced screening tools, data science applications, machine‑learning detection capabilities, and continuous optimization of systems and models. Partner with Technology and Platform Strategy teams to drive automation to support scalability and reduce false positives in a rapidly evolving threat landscape, including risks associated with fintech, crypto, digital assets, and cross‑border payment technologies.
Metrics, Reporting & Regulatory Engagement
Develop and present comprehensive sanctions reporting, trend analysis, and program health indicators to Executive Committees, Senior Leaders, Audit and regulators. Act as Financial Crimes Compliance’s representative with domestic and international regulators, law‑enforcement bodies, and industry groups.
Enterprise Partnership & Leadership
Influence and collaborate with senior leaders across Compliance, Legal, Risk, Technology, Investments, Brokerage, Global Security, and Audit. Lead, mentor, and develop a high‑performing global sanctions team, ensuring technical expertise, analytical depth, and readiness for evolving regulatory demands.
The Expertise and Skills You Bring
12+ years of sanctions compliance experience at a large financial institution, regulatory agency, consultancy, law firm, or equivalent.
Deep knowledge of global sanctions regimes, including OFAC, UK HMT, EU, UN, and Canadian sanctions, as well as familiarity with their increasing divergence and cross‑border implications.
Experience managing global sanctions programs for large and complex financial institutions.
Strong industry understanding across brokerage, asset management, wealth management, and digital/crypto asset ecosystems.
Proven leadership with the executive presence to influence across the organization and engage effectively with regulators.
Demonstrated ability to innovate program operations, including data‑driven control optimization, technology transformation, and end‑to‑end sanctions governance.
Ability to deliver in a fast‑paced environment with competing priorities, while maintaining a disciplined, risk‑based approach.
Exceptional integrity, judgment, and ability to challenge thoughtfully and constructively.
Note: Fidelity is not providing immigration sponsorship for this position
The Financial Crimes Compliance (FCC) group leads Fidelity’s global AML, sanctions, and anti‑corruption programs. FCC designs, governs, and oversees enterprise‑wide financial‑crime risk mitigation with a commitment to operational excellence, regulatory compliance, and safeguarding Fidelity, its customers, and the financial eco-system.
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.
The Head of Global Sanctions is the senior executive responsible for leading Fidelity’s global economic sanctions program across all business lines and jurisdictions. This role sets the strategic direction, ensures robust governance and oversight, and drives enterprise‑level sanctions risk management in an increasingly complex global regulatory landscape.
You will report to the Global Head of Fidelity’s Financial Crimes Compliance program and serve as the firm’s sanctions authority, accountable for U.S. OFAC compliance and alignment with global sanctions regimes, including those issued by the UK, EU, Canada, Switzerland, and the UN—where cross‑jurisdictional divergence and increased regulatory activity require heightened coordination.
You will lead the design, execution, and continuous enhancement of Fidelity’s sanctions program, supporting strategic priorities, operational resilience, and regulatory expectations amid aggressive global enforcement trends, including rising penalties, expanded gatekeeper liability, and broader scrutiny of financial intermediaries.
Program Strategy, Design & Governance
Set and continuously refine the global sanctions strategy in a regulatory environment marked by growing enforcement intensity, increased cross-border divergence, and expansion of sanctions beyond traditional targets to include logistics, cyber networks, and facilitation structures.
Oversee an enterprise-wide sanctions program aligned with OFAC and parallel global authorities, ensuring a risk‑based, forward‑looking framework designed to detect and mitigate sanctions exposure across all Fidelity entities and clients.
Establish and maintain program governance, including policies, standards, procedures, and escalations.
Oversee and coordinate global sanctions governance in partnership with business‑unit AML and Sanctions Officers, ensuring alignment on risk management priorities, governance standards, and executive communications.
Screening, Investigations & Decisioning
Provide executive oversight and final‑level decisioning for complex customer, transaction, investment, and third‑party sanctions escalations. Ensure controls adequately address expanding enforcement expectations for financial intermediaries, investment managers, brokers, and gatekeepers.
Risk Assessment & Controls
Lead global sanctions risk assessments to identify emerging exposures, including non‑U.S. sanctions programs increasingly diverging from U.S. actions (e.g., Canada, Switzerland, EU expanding designations while U.S. growth slows). Identify and implement program enhancements across people, processes, and technology.
Technology, Analytics & Data Enablement
Champion advanced screening tools, data science applications, machine‑learning detection capabilities, and continuous optimization of systems and models. Partner with Technology and Platform Strategy teams to drive automation to support scalability and reduce false positives in a rapidly evolving threat landscape, including risks associated with fintech, crypto, digital assets, and cross‑border payment technologies.
Metrics, Reporting & Regulatory Engagement
Develop and present comprehensive sanctions reporting, trend analysis, and program health indicators to Executive Committees, Senior Leaders, Audit and regulators. Act as Financial Crimes Compliance’s representative with domestic and international regulators, law‑enforcement bodies, and industry groups.
Enterprise Partnership & Leadership
Influence and collaborate with senior leaders across Compliance, Legal, Risk, Technology, Investments, Brokerage, Global Security, and Audit. Lead, mentor, and develop a high‑performing global sanctions team, ensuring technical expertise, analytical depth, and readiness for evolving regulatory demands.
The Expertise and Skills You Bring
12+ years of sanctions compliance experience at a large financial institution, regulatory agency, consultancy, law firm, or equivalent.
Deep knowledge of global sanctions regimes, including OFAC, UK HMT, EU, UN, and Canadian sanctions, as well as familiarity with their increasing divergence and cross‑border implications.
Experience managing global sanctions programs for large and complex financial institutions.
Strong industry understanding across brokerage, asset management, wealth management, and digital/crypto asset ecosystems.
Proven leadership with the executive presence to influence across the organization and engage effectively with regulators.
Demonstrated ability to innovate program operations, including data‑driven control optimization, technology transformation, and end‑to‑end sanctions governance.
Ability to deliver in a fast‑paced environment with competing priorities, while maintaining a disciplined, risk‑based approach.
Exceptional integrity, judgment, and ability to challenge thoughtfully and constructively.
Note: Fidelity is not providing immigration sponsorship for this position
The Financial Crimes Compliance (FCC) group leads Fidelity’s global AML, sanctions, and anti‑corruption programs. FCC designs, governs, and oversees enterprise‑wide financial‑crime risk mitigation with a commitment to operational excellence, regulatory compliance, and safeguarding Fidelity, its customers, and the financial eco-system.
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.
The Head of Global Sanctions is the senior executive responsible for leading Fidelity’s global economic sanctions program across all business lines and jurisdictions. This role sets the strategic direction, ensures robust governance and oversight, and drives enterprise‑level sanctions risk management in an increasingly complex global regulatory landscape.
You will report to the Global Head of Fidelity’s Financial Crimes Compliance program and serve as the firm’s sanctions authority, accountable for U.S. OFAC compliance and alignment with global sanctions regimes, including those issued by the UK, EU, Canada, Switzerland, and the UN—where cross‑jurisdictional divergence and increased regulatory activity require heightened coordination.
You will lead the design, execution, and continuous enhancement of Fidelity’s sanctions program, supporting strategic priorities, operational resilience, and regulatory expectations amid aggressive global enforcement trends, including rising penalties, expanded gatekeeper liability, and broader scrutiny of financial intermediaries.
Program Strategy, Design & Governance
Set and continuously refine the global sanctions strategy in a regulatory environment marked by growing enforcement intensity, increased cross-border divergence, and expansion of sanctions beyond traditional targets to include logistics, cyber networks, and facilitation structures.
Oversee an enterprise-wide sanctions program aligned with OFAC and parallel global authorities, ensuring a risk‑based, forward‑looking framework designed to detect and mitigate sanctions exposure across all Fidelity entities and clients.
Establish and maintain program governance, including policies, standards, procedures, and escalations.
Oversee and coordinate global sanctions governance in partnership with business‑unit AML and Sanctions Officers, ensuring alignment on risk management priorities, governance standards, and executive communications.
Screening, Investigations & Decisioning
Provide executive oversight and final‑level decisioning for complex customer, transaction, investment, and third‑party sanctions escalations. Ensure controls adequately address expanding enforcement expectations for financial intermediaries, investment managers, brokers, and gatekeepers.
Risk Assessment & Controls
Lead global sanctions risk assessments to identify emerging exposures, including non‑U.S. sanctions programs increasingly diverging from U.S. actions (e.g., Canada, Switzerland, EU expanding designations while U.S. growth slows). Identify and implement program enhancements across people, processes, and technology.
Technology, Analytics & Data Enablement
Champion advanced screening tools, data science applications, machine‑learning detection capabilities, and continuous optimization of systems and models. Partner with Technology and Platform Strategy teams to drive automation to support scalability and reduce false positives in a rapidly evolving threat landscape, including risks associated with fintech, crypto, digital assets, and cross‑border payment technologies.
Metrics, Reporting & Regulatory Engagement
Develop and present comprehensive sanctions reporting, trend analysis, and program health indicators to Executive Committees, Senior Leaders, Audit and regulators. Act as Financial Crimes Compliance’s representative with domestic and international regulators, law‑enforcement bodies, and industry groups.
Enterprise Partnership & Leadership
Influence and collaborate with senior leaders across Compliance, Legal, Risk, Technology, Investments, Brokerage, Global Security, and Audit. Lead, mentor, and develop a high‑performing global sanctions team, ensuring technical expertise, analytical depth, and readiness for evolving regulatory demands.
The Expertise and Skills You Bring
12+ years of sanctions compliance experience at a large financial institution, regulatory agency, consultancy, law firm, or equivalent.
Deep knowledge of global sanctions regimes, including OFAC, UK HMT, EU, UN, and Canadian sanctions, as well as familiarity with their increasing divergence and cross‑border implications.
Experience managing global sanctions programs for large and complex financial institutions.
Strong industry understanding across brokerage, asset management, wealth management, and digital/crypto asset ecosystems.
Proven leadership with the executive presence to influence across the organization and engage effectively with regulators.
Demonstrated ability to innovate program operations, including data‑driven control optimization, technology transformation, and end‑to‑end sanctions governance.
Ability to deliver in a fast‑paced environment with competing priorities, while maintaining a disciplined, risk‑based approach.
Exceptional integrity, judgment, and ability to challenge thoughtfully and constructively.
Note: Fidelity is not providing immigration sponsorship for this position
The Financial Crimes Compliance (FCC) group leads Fidelity’s global AML, sanctions, and anti‑corruption programs. FCC designs, governs, and oversees enterprise‑wide financial‑crime risk mitigation with a commitment to operational excellence, regulatory compliance, and safeguarding Fidelity, its customers, and the financial eco-system.
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.
The ServiceNow HR Analyst will be a part of a team that will manage day to day enhancements and fixes. This role will facilitate the requirements, design, testing, and delivery of projects and system enhancements while representing stakeholder interests. Your role will also ensure the accurate collection, control, processing, and maintenance of confidential employee record data. This position will have the opportunity to work across many different Fidelity teams.
As a ServiceNow HR Analyst, you will manage the end to end implementation of ServiceNow enhancements and defects, research and advise on existing and upcoming capabilities of ServiceNow, research and implement solutions to incidents and requests and update standards and procedures documentation as required. The ServiceNow HR Analyst will also coordinate & Publish HR Knowledgebase articles, assist with the creation of automated test scripts to be used for future upgrade releases, leverage your thorough understanding of business process and system processes to make recommendations and propose technical/non-technical solutions to meet business requirements and build trust and leverage solid working relationships with key business partners.
The Expertise And Skills You Bring
3-5+ years ServiceNow configuration experience or 1-2+ years of ServiceNow development experience required
Bachelor’s degree or equivalent work experience
A minimum of 2+ years Business / Systems Analyst experience
Experience in another Human Capital Management (HCM) or HR System Management (HRSM) software such as Workday, SAP SuccessFactors, Oracle PeopleSoft or UKG HR Service Delivery Platform is a plus
Experience in Human Resources a plus, but not required
Coding experience would be a nice to have (Javascipt)
Experience with requirements definition, documentation, and refinement
Experience with end to end test planning and execution
Strong analytical and problem-solving skills, with high attention to detail
Strong written and communication skills
Experience in a fast paced, agile environment. You are highly organized and have a strong ability to prioritize and work under tight deadlines
You understand the importance of being detail oriented complemented by a high degree of accuracy
You have good business judgment and ability to maintain confidentiality of all data
This role will be a key player on the Enterprise HR / Payroll Platform team, supporting ServiceNow. You will be part of a team focused on increasing efficiency and transforming the internal case management tool through technology. You be focused on the enhancements of ServiceNow and will collaborate with business and technology partners to solve issues, deliver enhancements, and provide on-going support in an Agile 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Consultant in Workplace Consulting (Retirement Practice), you will be consulting with large defined contribution clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating strategic discussions with clients to understand their retirement plan needs, then developing, implementing, and delivering projects which solution for those requirements. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.
You will bring a unique blend of resilience, initiative, and critical thinking 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.
High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.
Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.
Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized.
Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.
Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.
Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.
The Expertise and Skills You Bring
Bachelor's Degree, preferably in mathematics, economics, business, or another quantitatively thorough subject
6+ years of experience in retirement benefits industry and/or consulting large companies. QKA, QKC, or CEBS exams (a plus)
Well-practiced knowledge of qualified Defined Contribution plan program design, legislative and regulatory requirements (ERISA/ IRS/DOL), and plan administration
Experience and/or strong understanding in ascertaining employer plan allocations (e.g., match, true-up and/or non-elective contributions) and performing annual nondiscrimination testing for defined contribution plans
Experience with reading and interpreting qualified plan documents, SPDs, and other required employee benefit plan material
Strong capability to balance and prioritize multiple projects in a fast-paced work environment
Strong critical thinking and problem-solving skills
Strong oral and written communication skills
Experience with IRS/DOL correction programs and submissions (a plus)
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Consultant in Workplace Consulting (Retirement Practice), you will be consulting with large defined contribution clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating strategic discussions with clients to understand their retirement plan needs, then developing, implementing, and delivering projects which solution for those requirements. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.
You will bring a unique blend of resilience, initiative, and critical thinking 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.
High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.
Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.
Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized.
Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.
Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.
Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.
The Expertise and Skills You Bring
Bachelor's Degree, preferably in mathematics, economics, business, or another quantitatively thorough subject
6+ years of experience in retirement benefits industry and/or consulting large companies. QKA, QKC, or CEBS exams (a plus)
Well-practiced knowledge of qualified Defined Contribution plan program design, legislative and regulatory requirements (ERISA/ IRS/DOL), and plan administration
Experience and/or strong understanding in ascertaining employer plan allocations (e.g., match, true-up and/or non-elective contributions) and performing annual nondiscrimination testing for defined contribution plans
Experience with reading and interpreting qualified plan documents, SPDs, and other required employee benefit plan material
Strong capability to balance and prioritize multiple projects in a fast-paced work environment
Strong critical thinking and problem-solving skills
Strong oral and written communication skills
Experience with IRS/DOL correction programs and submissions (a plus)
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Consultant in Workplace Consulting (Retirement Practice), you will be consulting with large defined contribution clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating strategic discussions with clients to understand their retirement plan needs, then developing, implementing, and delivering projects which solution for those requirements. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.
You will bring a unique blend of resilience, initiative, and critical thinking 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.
High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.
Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.
Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized.
Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.
Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.
Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.
The Expertise and Skills You Bring
Bachelor's Degree, preferably in mathematics, economics, business, or another quantitatively thorough subject
6+ years of experience in retirement benefits industry and/or consulting large companies. QKA, QKC, or CEBS exams (a plus)
Well-practiced knowledge of qualified Defined Contribution plan program design, legislative and regulatory requirements (ERISA/ IRS/DOL), and plan administration
Experience and/or strong understanding in ascertaining employer plan allocations (e.g., match, true-up and/or non-elective contributions) and performing annual nondiscrimination testing for defined contribution plans
Experience with reading and interpreting qualified plan documents, SPDs, and other required employee benefit plan material
Strong capability to balance and prioritize multiple projects in a fast-paced work environment
Strong critical thinking and problem-solving skills
Strong oral and written communication skills
Experience with IRS/DOL correction programs and submissions (a plus)
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Consultant in Workplace Consulting (Retirement Practice), you will be consulting with large defined contribution clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating strategic discussions with clients to understand their retirement plan needs, then developing, implementing, and delivering projects which solution for those requirements. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.
You will bring a unique blend of resilience, initiative, and critical thinking 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.
High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.
Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.
Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized.
Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.
Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.
Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.
The Expertise and Skills You Bring
Bachelor's Degree, preferably in mathematics, economics, business, or another quantitatively thorough subject
6+ years of experience in retirement benefits industry and/or consulting large companies. QKA, QKC, or CEBS exams (a plus)
Well-practiced knowledge of qualified Defined Contribution plan program design, legislative and regulatory requirements (ERISA/ IRS/DOL), and plan administration
Experience and/or strong understanding in ascertaining employer plan allocations (e.g., match, true-up and/or non-elective contributions) and performing annual nondiscrimination testing for defined contribution plans
Experience with reading and interpreting qualified plan documents, SPDs, and other required employee benefit plan material
Strong capability to balance and prioritize multiple projects in a fast-paced work environment
Strong critical thinking and problem-solving skills
Strong oral and written communication skills
Experience with IRS/DOL correction programs and submissions (a plus)
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
As a Consultant in Workplace Consulting (Retirement Practice), you will be consulting with large defined contribution clients on strategies to align retirement benefit programs with business objectives and goals under overarching ERISA or other regulatory requirements. This includes facilitating strategic discussions with clients to understand their retirement plan needs, then developing, implementing, and delivering projects which solution for those requirements. While working in a team-focused and dynamic work environment, you will have an opportunity to apply your skills to help engage associates and encourage a satisfying and productive work atmosphere.
You will bring a unique blend of resilience, initiative, and critical thinking 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.
High-reaching and Creative: Approach problems with curiosity and creativity, always looking for innovative solutions and new ways to add customer value.
Standout Colleague: Work well across teams, valuing varied perspectives and encouraging a culture of trust and shared success.
Resourceful and Organized: Adept at balancing multiple priorities—while staying focused and organized.
Proactive and Curious: Take initiative, ask thoughtful questions, and actively seek out learning opportunities to grow.
Thrive in ambiguous situations: Succeed in settings where the direction may not be straightforward, relying on astute reasoning and flexibility to maneuver through uncertainty.
Strong Communicator: Bring clarity and confidence to both written and verbal communication, ensuring alignment and momentum across collaborators.
The Expertise and Skills You Bring
Bachelor's Degree, preferably in mathematics, economics, business, or another quantitatively thorough subject
6+ years of experience in retirement benefits industry and/or consulting large companies. QKA, QKC, or CEBS exams (a plus)
Well-practiced knowledge of qualified Defined Contribution plan program design, legislative and regulatory requirements (ERISA/ IRS/DOL), and plan administration
Experience and/or strong understanding in ascertaining employer plan allocations (e.g., match, true-up and/or non-elective contributions) and performing annual nondiscrimination testing for defined contribution plans
Experience with reading and interpreting qualified plan documents, SPDs, and other required employee benefit plan material
Strong capability to balance and prioritize multiple projects in a fast-paced work environment
Strong critical thinking and problem-solving skills
Strong oral and written communication skills
Experience with IRS/DOL correction programs and submissions (a plus)
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
We are looking for a curious, collaborative, and digitally savvy Business Analyst to help shape the next generation of Fidelity’s wealth planning experiences. In this role, you will support the development of customer-centric solutions that enhance how clients engage with our Wealth Management offerings. In this role, you will:
The Wealth Implementation and Experiences Product Area, within the Wealth Solutions Domain, supports a suite of Wealth applications used by clients as well as planning, service, and operations associates to deliver best in class planning experiences.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
We are looking for a curious, collaborative, and digitally savvy Business Analyst to help shape the next generation of Fidelity’s wealth planning experiences. In this role, you will support the development of customer-centric solutions that enhance how clients engage with our Wealth Management offerings. In this role, you will:
The Wealth Implementation and Experiences Product Area, within the Wealth Solutions Domain, supports a suite of Wealth applications used by clients as well as planning, service, and operations associates to deliver best in class planning experiences.
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.
Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
The Role
As the ETF team expands distribution internationally, we are seeking a key contributor to help lead efforts in the Asia Pacific region. The Head of ETF Product Strategy will drive ETF growth and engagement across the region by delivering product expertise and supporting distribution strategies.
Responsibilities:
The Expertise and Skills You Bring
The Team
Fidelity’s U.S. ETF business includes over 70 ETFs with more than $100 billion in assets under management, making Fidelity as a top 10 ETF issuer in the U.S. Our ETFs serve retail, advisor, and institutional clients and span indexed, factor/quant-based, and actively managed strategies across equity, fixed income, and alternative asset classes – including digital/crypto ETPs. The ETF team is responsible for expanding Fidelity's ETF franchise through new product development and ongoing management of the existing lineup, working in close collaboration across the organization.
Note: Fidelity is not providing immigration sponsorship for this position.
Principal Python Backend Engineer
Bring a builder's mindset to Fidelity's Enterprise AI/ML Platform and help us scale the next generation of high-performance, production-grade backend systems. You will work on the core platform that connects tools, agents, data, and models—designing clean service abstractions, building resilient processing pipelines, shipping developer-friendly APIs and SDKs, and turning rapid prototypes into well-engineered, maintainable Python systems.
The Team
We hire exceptional, driven Python engineers first—people who take pride in clean code, fast learning, and high ownership. Deep knowledge of AI/ML is not a prerequisite; the domain knowledge and context can be learned on the job. What cannot be taught is the engineering rigour, the drive, and the instinct for simplicity that we look for.
What you’ll do
Build the core AI/ML services running in Kubernetes and locally in 'Playground' mode
Design clean abstractions over vector databases and multistep Search/Information Retrieval pipelines
Own automated real-time data ingestion for RAG: connectors, streaming pipelines, chunking/embedding strategies, parallel processing, retrieval metrics, resilience & restartability while guaranteeing ACID integrity of processed data and elimination of redundant document processing.
Ship developer-friendly APIs/SDKs, CLIs, and templates that make it trivial to develop agents, tools, and information retrieval pipelines at enterprise scale.
Instrument everything: distributed tracing for services & agentic/tool sessions, retrieval quality metrics, performance metrics, resource usage and failure forensics.
Turn rapid prototypes into resilient systems—pragmatic designs that are simple to use, which scale in hardware efficient manner, and above all as simple as possible.
Read and distill open-source frameworks, keep what’s valuable, replace the bloated with lean, well engineered Python modules.
Team Culture:
Lead through code, productivity and knowledge sharing.
Ask sharp questions, challenge complexity, and encourage others to do the same.
We embrace a flat hierarchy where the best ideas win, regardless of seniority.
What you bring
Engineering perspective:
7+ years of professional software engineering experience, with the majority spent building and operating production-grade Python backend systems.
This is not an entry-level role and we expect a track record of owning complex systems end to end.
Strong Python service engineering: sound OOP, clear interfaces, thorough tests, and an obsession with readability and maintainability.
Real-world performance tuning across services and data stores: concurrency, async I/O, queues, caching, SQL/NoSQL indexing, pagination, and backpressure.
Experience building event-driven systems and/or real-time pipelines for ingestion and inference.
Mastery of debugging complex, distributed behavior—reproducible experiments, simulations, and evidence-driven conclusions.
Comfort reading open-source code and producing simplified alternatives to minimize code legacy and cognitive load.
Effective use of developer-assist tools to amplify output while keeping quality high and code bloat at minimum.
Produce services metrics that help us understand parallelism services can support in stable fashion, ensuring efficient hardware utilization. Propose scaling approaches based on application hardware utilization footprint & metrics.
Familiarity with key Data Science, Machine Learning, or AI libraries is a bonus, but not mandatory, as long as the candidate can demonstrate the ability to quickly learn new concepts and paradigms.
Product and Ownership perspective:
Fast learning across new domains, with a knack for spotting and reducing unnecessary complexity. Team works on new products, understanding and implementing latest tech is paramount, learning fast.
Product sensibility: start from a blank slate, ask the right questions, and design primitives that feel “Apple-like” in usability.
Produce functional picture & design of a product, based on that write requirements, epics and come up with stories which cover entire scope. Aim is that most of the risks are identified at start, not during implementation.
Collaborative communication, healthy debate, and leading by example. Comfortable switching hats to do what the projects need.
Ability to work in a highly dynamic environment
Attention to detail, being thorough in tests and questioning assumptions, being productive without a need for supervision. Our team takes pride in quality of our products.
Relevant & Nice to have skills:
DevOps practices (CI/CD, Docker, Kubernetes) and infrastructure as code.
AWS skills: EC2, S3, RDS, Lambda, IAM etc.
Understanding Data, performant ETL, Analytics.
Why this role
Shape the core platform for AI/ML services and retrieval used across Fidelity.
High ownership, fast iteration, and the chance to influence design.
Work on hard, high-impact problems with a team that values simplicity, experimentation, pace and teaching.
Is this role for you?
If reading this job spec brought a smile to your face or sparked a jolt of enthusiasm, you should apply (assuming adequate skill/capability levels).
To enjoy and thrive in our team, you should be a highly motivated & productive individual who genuinely loves what they do.
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.
Note: Fidelity is not providing immigration sponsorship for this position.
Principal Python Backend Engineer
Bring a builder's mindset to Fidelity's Enterprise AI/ML Platform and help us scale the next generation of high-performance, production-grade backend systems. You will work on the core platform that connects tools, agents, data, and models—designing clean service abstractions, building resilient processing pipelines, shipping developer-friendly APIs and SDKs, and turning rapid prototypes into well-engineered, maintainable Python systems.
The Team
We hire exceptional, driven Python engineers first—people who take pride in clean code, fast learning, and high ownership. Deep knowledge of AI/ML is not a prerequisite; the domain knowledge and context can be learned on the job. What cannot be taught is the engineering rigour, the drive, and the instinct for simplicity that we look for.
What you’ll do
Build the core AI/ML services running in Kubernetes and locally in 'Playground' mode
Design clean abstractions over vector databases and multistep Search/Information Retrieval pipelines
Own automated real-time data ingestion for RAG: connectors, streaming pipelines, chunking/embedding strategies, parallel processing, retrieval metrics, resilience & restartability while guaranteeing ACID integrity of processed data and elimination of redundant document processing.
Ship developer-friendly APIs/SDKs, CLIs, and templates that make it trivial to develop agents, tools, and information retrieval pipelines at enterprise scale.
Instrument everything: distributed tracing for services & agentic/tool sessions, retrieval quality metrics, performance metrics, resource usage and failure forensics.
Turn rapid prototypes into resilient systems—pragmatic designs that are simple to use, which scale in hardware efficient manner, and above all as simple as possible.
Read and distill open-source frameworks, keep what’s valuable, replace the bloated with lean, well engineered Python modules.
Team Culture:
Lead through code, productivity and knowledge sharing.
Ask sharp questions, challenge complexity, and encourage others to do the same.
We embrace a flat hierarchy where the best ideas win, regardless of seniority.
What you bring
Engineering perspective:
7+ years of professional software engineering experience, with the majority spent building and operating production-grade Python backend systems.
This is not an entry-level role and we expect a track record of owning complex systems end to end.
Strong Python service engineering: sound OOP, clear interfaces, thorough tests, and an obsession with readability and maintainability.
Real-world performance tuning across services and data stores: concurrency, async I/O, queues, caching, SQL/NoSQL indexing, pagination, and backpressure.
Experience building event-driven systems and/or real-time pipelines for ingestion and inference.
Mastery of debugging complex, distributed behavior—reproducible experiments, simulations, and evidence-driven conclusions.
Comfort reading open-source code and producing simplified alternatives to minimize code legacy and cognitive load.
Effective use of developer-assist tools to amplify output while keeping quality high and code bloat at minimum.
Produce services metrics that help us understand parallelism services can support in stable fashion, ensuring efficient hardware utilization. Propose scaling approaches based on application hardware utilization footprint & metrics.
Familiarity with key Data Science, Machine Learning, or AI libraries is a bonus, but not mandatory, as long as the candidate can demonstrate the ability to quickly learn new concepts and paradigms.
Product and Ownership perspective:
Fast learning across new domains, with a knack for spotting and reducing unnecessary complexity. Team works on new products, understanding and implementing latest tech is paramount, learning fast.
Product sensibility: start from a blank slate, ask the right questions, and design primitives that feel “Apple-like” in usability.
Produce functional picture & design of a product, based on that write requirements, epics and come up with stories which cover entire scope. Aim is that most of the risks are identified at start, not during implementation.
Collaborative communication, healthy debate, and leading by example. Comfortable switching hats to do what the projects need.
Ability to work in a highly dynamic environment
Attention to detail, being thorough in tests and questioning assumptions, being productive without a need for supervision. Our team takes pride in quality of our products.
Relevant & Nice to have skills:
DevOps practices (CI/CD, Docker, Kubernetes) and infrastructure as code.
AWS skills: EC2, S3, RDS, Lambda, IAM etc.
Understanding Data, performant ETL, Analytics.
Why this role
Shape the core platform for AI/ML services and retrieval used across Fidelity.
High ownership, fast iteration, and the chance to influence design.
Work on hard, high-impact problems with a team that values simplicity, experimentation, pace and teaching.
Is this role for you?
If reading this job spec brought a smile to your face or sparked a jolt of enthusiasm, you should apply (assuming adequate skill/capability levels).
To enjoy and thrive in our team, you should be a highly motivated & productive individual who genuinely loves what they do.
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.
Note: Fidelity is not providing immigration sponsorship for this position.
Principal Python Backend Engineer
Bring a builder's mindset to Fidelity's Enterprise AI/ML Platform and help us scale the next generation of high-performance, production-grade backend systems. You will work on the core platform that connects tools, agents, data, and models—designing clean service abstractions, building resilient processing pipelines, shipping developer-friendly APIs and SDKs, and turning rapid prototypes into well-engineered, maintainable Python systems.
The Team
We hire exceptional, driven Python engineers first—people who take pride in clean code, fast learning, and high ownership. Deep knowledge of AI/ML is not a prerequisite; the domain knowledge and context can be learned on the job. What cannot be taught is the engineering rigour, the drive, and the instinct for simplicity that we look for.
What you’ll do
Build the core AI/ML services running in Kubernetes and locally in 'Playground' mode
Design clean abstractions over vector databases and multistep Search/Information Retrieval pipelines
Own automated real-time data ingestion for RAG: connectors, streaming pipelines, chunking/embedding strategies, parallel processing, retrieval metrics, resilience & restartability while guaranteeing ACID integrity of processed data and elimination of redundant document processing.
Ship developer-friendly APIs/SDKs, CLIs, and templates that make it trivial to develop agents, tools, and information retrieval pipelines at enterprise scale.
Instrument everything: distributed tracing for services & agentic/tool sessions, retrieval quality metrics, performance metrics, resource usage and failure forensics.
Turn rapid prototypes into resilient systems—pragmatic designs that are simple to use, which scale in hardware efficient manner, and above all as simple as possible.
Read and distill open-source frameworks, keep what’s valuable, replace the bloated with lean, well engineered Python modules.
Team Culture:
Lead through code, productivity and knowledge sharing.
Ask sharp questions, challenge complexity, and encourage others to do the same.
We embrace a flat hierarchy where the best ideas win, regardless of seniority.
What you bring
Engineering perspective:
7+ years of professional software engineering experience, with the majority spent building and operating production-grade Python backend systems.
This is not an entry-level role and we expect a track record of owning complex systems end to end.
Strong Python service engineering: sound OOP, clear interfaces, thorough tests, and an obsession with readability and maintainability.
Real-world performance tuning across services and data stores: concurrency, async I/O, queues, caching, SQL/NoSQL indexing, pagination, and backpressure.
Experience building event-driven systems and/or real-time pipelines for ingestion and inference.
Mastery of debugging complex, distributed behavior—reproducible experiments, simulations, and evidence-driven conclusions.
Comfort reading open-source code and producing simplified alternatives to minimize code legacy and cognitive load.
Effective use of developer-assist tools to amplify output while keeping quality high and code bloat at minimum.
Produce services metrics that help us understand parallelism services can support in stable fashion, ensuring efficient hardware utilization. Propose scaling approaches based on application hardware utilization footprint & metrics.
Familiarity with key Data Science, Machine Learning, or AI libraries is a bonus, but not mandatory, as long as the candidate can demonstrate the ability to quickly learn new concepts and paradigms.
Product and Ownership perspective:
Fast learning across new domains, with a knack for spotting and reducing unnecessary complexity. Team works on new products, understanding and implementing latest tech is paramount, learning fast.
Product sensibility: start from a blank slate, ask the right questions, and design primitives that feel “Apple-like” in usability.
Produce functional picture & design of a product, based on that write requirements, epics and come up with stories which cover entire scope. Aim is that most of the risks are identified at start, not during implementation.
Collaborative communication, healthy debate, and leading by example. Comfortable switching hats to do what the projects need.
Ability to work in a highly dynamic environment
Attention to detail, being thorough in tests and questioning assumptions, being productive without a need for supervision. Our team takes pride in quality of our products.
Relevant & Nice to have skills:
DevOps practices (CI/CD, Docker, Kubernetes) and infrastructure as code.
AWS skills: EC2, S3, RDS, Lambda, IAM etc.
Understanding Data, performant ETL, Analytics.
Why this role
Shape the core platform for AI/ML services and retrieval used across Fidelity.
High ownership, fast iteration, and the chance to influence design.
Work on hard, high-impact problems with a team that values simplicity, experimentation, pace and teaching.
Is this role for you?
If reading this job spec brought a smile to your face or sparked a jolt of enthusiasm, you should apply (assuming adequate skill/capability levels).
To enjoy and thrive in our team, you should be a highly motivated & productive individual who genuinely loves what they do.
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.
Note: Fidelity is not providing immigration sponsorship for this position.
Principal Python Backend Engineer
Bring a builder's mindset to Fidelity's Enterprise AI/ML Platform and help us scale the next generation of high-performance, production-grade backend systems. You will work on the core platform that connects tools, agents, data, and models—designing clean service abstractions, building resilient processing pipelines, shipping developer-friendly APIs and SDKs, and turning rapid prototypes into well-engineered, maintainable Python systems.
The Team
We hire exceptional, driven Python engineers first—people who take pride in clean code, fast learning, and high ownership. Deep knowledge of AI/ML is not a prerequisite; the domain knowledge and context can be learned on the job. What cannot be taught is the engineering rigour, the drive, and the instinct for simplicity that we look for.
What you’ll do
Build the core AI/ML services running in Kubernetes and locally in 'Playground' mode
Design clean abstractions over vector databases and multistep Search/Information Retrieval pipelines
Own automated real-time data ingestion for RAG: connectors, streaming pipelines, chunking/embedding strategies, parallel processing, retrieval metrics, resilience & restartability while guaranteeing ACID integrity of processed data and elimination of redundant document processing.
Ship developer-friendly APIs/SDKs, CLIs, and templates that make it trivial to develop agents, tools, and information retrieval pipelines at enterprise scale.
Instrument everything: distributed tracing for services & agentic/tool sessions, retrieval quality metrics, performance metrics, resource usage and failure forensics.
Turn rapid prototypes into resilient systems—pragmatic designs that are simple to use, which scale in hardware efficient manner, and above all as simple as possible.
Read and distill open-source frameworks, keep what’s valuable, replace the bloated with lean, well engineered Python modules.
Team Culture:
Lead through code, productivity and knowledge sharing.
Ask sharp questions, challenge complexity, and encourage others to do the same.
We embrace a flat hierarchy where the best ideas win, regardless of seniority.
What you bring
Engineering perspective:
7+ years of professional software engineering experience, with the majority spent building and operating production-grade Python backend systems.
This is not an entry-level role and we expect a track record of owning complex systems end to end.
Strong Python service engineering: sound OOP, clear interfaces, thorough tests, and an obsession with readability and maintainability.
Real-world performance tuning across services and data stores: concurrency, async I/O, queues, caching, SQL/NoSQL indexing, pagination, and backpressure.
Experience building event-driven systems and/or real-time pipelines for ingestion and inference.
Mastery of debugging complex, distributed behavior—reproducible experiments, simulations, and evidence-driven conclusions.
Comfort reading open-source code and producing simplified alternatives to minimize code legacy and cognitive load.
Effective use of developer-assist tools to amplify output while keeping quality high and code bloat at minimum.
Produce services metrics that help us understand parallelism services can support in stable fashion, ensuring efficient hardware utilization. Propose scaling approaches based on application hardware utilization footprint & metrics.
Familiarity with key Data Science, Machine Learning, or AI libraries is a bonus, but not mandatory, as long as the candidate can demonstrate the ability to quickly learn new concepts and paradigms.
Product and Ownership perspective:
Fast learning across new domains, with a knack for spotting and reducing unnecessary complexity. Team works on new products, understanding and implementing latest tech is paramount, learning fast.
Product sensibility: start from a blank slate, ask the right questions, and design primitives that feel “Apple-like” in usability.
Produce functional picture & design of a product, based on that write requirements, epics and come up with stories which cover entire scope. Aim is that most of the risks are identified at start, not during implementation.
Collaborative communication, healthy debate, and leading by example. Comfortable switching hats to do what the projects need.
Ability to work in a highly dynamic environment
Attention to detail, being thorough in tests and questioning assumptions, being productive without a need for supervision. Our team takes pride in quality of our products.
Relevant & Nice to have skills:
DevOps practices (CI/CD, Docker, Kubernetes) and infrastructure as code.
AWS skills: EC2, S3, RDS, Lambda, IAM etc.
Understanding Data, performant ETL, Analytics.
Why this role
Shape the core platform for AI/ML services and retrieval used across Fidelity.
High ownership, fast iteration, and the chance to influence design.
Work on hard, high-impact problems with a team that values simplicity, experimentation, pace and teaching.
Is this role for you?
If reading this job spec brought a smile to your face or sparked a jolt of enthusiasm, you should apply (assuming adequate skill/capability levels).
To enjoy and thrive in our team, you should be a highly motivated & productive individual who genuinely loves what they do.
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.
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
Note: Fidelity is not providing immigration sponsorship for this position
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.
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.
]]>Director, Business Process Improvement
The Role
In this role, you will be an individual contributor supporting cross-functional operating model change and transformation by framing complex problems, mapping current state processes, and designing and implementing improvements across people, process, technology, and governance. To be successful, you have demonstrated experience applying structured methodologies to diagnose operational challenges, propose future state solutions, and lead implementation that delivers measurable business performance improvement. You will regularly collaborate with business leaders at all levels and their teams to observe operations, analyze data, and design, develop, and deploy practical solutions. Directors quickly become proficient on detailed and complicated subject matter to develop well-supported, data-driven recommendations for business improvement. You will also evolve the tools and standards we apply to optimize our team's value proposition.
This role differs from traditional IT solutions, project management, and product development roles, with a stronger emphasis on hands on process improvement & delivery.
The Expertise and Skills You Bring
Successful candidates will be able to demonstrate and share specific examples of their prior experience, and how it aligns to the expertise and skills listed below:
The Team
Performance Delivery is a center of excellence serving as an operational improvement partner to business leaders — focused on diagnosing problems, mapping processes, and deploying practical solutions within Fidelity's Workplace Investing's (WI) Sales, Service, and Operations. We deliver value across a broad portfolio of cost and revenue improvement while focusing on risk reduction, quality improvement, customer satisfaction, associate experience, and strategic enablement. Every associate has a meaningful role adding to the team's bench strength, standard practices, and career development.
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.
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.
]]>Director, Business Process Improvement
The Role
In this role, you will be an individual contributor supporting cross-functional operating model change and transformation by framing complex problems, mapping current state processes, and designing and implementing improvements across people, process, technology, and governance. To be successful, you have demonstrated experience applying structured methodologies to diagnose operational challenges, propose future state solutions, and lead implementation that delivers measurable business performance improvement. You will regularly collaborate with business leaders at all levels and their teams to observe operations, analyze data, and design, develop, and deploy practical solutions. Directors quickly become proficient on detailed and complicated subject matter to develop well-supported, data-driven recommendations for business improvement. You will also evolve the tools and standards we apply to optimize our team's value proposition.
This role differs from traditional IT solutions, project management, and product development roles, with a stronger emphasis on hands on process improvement & delivery.
The Expertise and Skills You Bring
Successful candidates will be able to demonstrate and share specific examples of their prior experience, and how it aligns to the expertise and skills listed below:
The Team
Performance Delivery is a center of excellence serving as an operational improvement partner to business leaders — focused on diagnosing problems, mapping processes, and deploying practical solutions within Fidelity's Workplace Investing's (WI) Sales, Service, and Operations. We deliver value across a broad portfolio of cost and revenue improvement while focusing on risk reduction, quality improvement, customer satisfaction, associate experience, and strategic enablement. Every associate has a meaningful role adding to the team's bench strength, standard practices, and career development.
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.
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.
]]>Director, Business Process Improvement
The Role
In this role, you will be an individual contributor supporting cross-functional operating model change and transformation by framing complex problems, mapping current state processes, and designing and implementing improvements across people, process, technology, and governance. To be successful, you have demonstrated experience applying structured methodologies to diagnose operational challenges, propose future state solutions, and lead implementation that delivers measurable business performance improvement. You will regularly collaborate with business leaders at all levels and their teams to observe operations, analyze data, and design, develop, and deploy practical solutions. Directors quickly become proficient on detailed and complicated subject matter to develop well-supported, data-driven recommendations for business improvement. You will also evolve the tools and standards we apply to optimize our team's value proposition.
This role differs from traditional IT solutions, project management, and product development roles, with a stronger emphasis on hands on process improvement & delivery.
The Expertise and Skills You Bring
Successful candidates will be able to demonstrate and share specific examples of their prior experience, and how it aligns to the expertise and skills listed below:
The Team
Performance Delivery is a center of excellence serving as an operational improvement partner to business leaders — focused on diagnosing problems, mapping processes, and deploying practical solutions within Fidelity's Workplace Investing's (WI) Sales, Service, and Operations. We deliver value across a broad portfolio of cost and revenue improvement while focusing on risk reduction, quality improvement, customer satisfaction, associate experience, and strategic enablement. Every associate has a meaningful role adding to the team's bench strength, standard practices, and career development.
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.
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.
]]>Director, Business Process Improvement
The Role
In this role, you will be an individual contributor supporting cross-functional operating model change and transformation by framing complex problems, mapping current state processes, and designing and implementing improvements across people, process, technology, and governance. To be successful, you have demonstrated experience applying structured methodologies to diagnose operational challenges, propose future state solutions, and lead implementation that delivers measurable business performance improvement. You will regularly collaborate with business leaders at all levels and their teams to observe operations, analyze data, and design, develop, and deploy practical solutions. Directors quickly become proficient on detailed and complicated subject matter to develop well-supported, data-driven recommendations for business improvement. You will also evolve the tools and standards we apply to optimize our team's value proposition.
This role differs from traditional IT solutions, project management, and product development roles, with a stronger emphasis on hands on process improvement & delivery.
The Expertise and Skills You Bring
Successful candidates will be able to demonstrate and share specific examples of their prior experience, and how it aligns to the expertise and skills listed below:
The Team
Performance Delivery is a center of excellence serving as an operational improvement partner to business leaders — focused on diagnosing problems, mapping processes, and deploying practical solutions within Fidelity's Workplace Investing's (WI) Sales, Service, and Operations. We deliver value across a broad portfolio of cost and revenue improvement while focusing on risk reduction, quality improvement, customer satisfaction, associate experience, and strategic enablement. Every associate has a meaningful role adding to the team's bench strength, standard practices, and career development.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!
What to expect…
As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:
1. Licensing Preparation
In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! (Learn More)
2. Skill Development
In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
3. Proficiency
As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Our Greatest Asset is Our People
We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.
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.
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.
]]>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Smithfield site.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am – Midnight EST
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.
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.
]]>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our Albuquerque site. We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday. Training hours are 7:30am – 4:00pm MST and post training must be able to work an 8hr shift between the hours of 7:00am – 10:00pm MST
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Bellevue, Tukwila, Seattle, Lynnwood, Redmond
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Bellevue, Tukwila, Seattle, Lynnwood, Redmond
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Bellevue, Tukwila, Seattle, Lynnwood, Redmond
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Bellevue, Tukwila, Seattle, Lynnwood, Redmond
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Bellevue, Tukwila, Seattle, Lynnwood, Redmond
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Millburn, Paramus, Princeton, Wayne, Morristown, Shrewsbury, Bridgewater
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater New Jersey Metro area! While you will work from home, you must reside near the Greater New Jersey area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Millburn, Paramus, Princeton, Wayne, Morristown, Shrewsbury, Bridgewater
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater New Jersey Metro area! While you will work from home, you must reside near the Greater New Jersey area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Millburn, Paramus, Princeton, Wayne, Morristown, Shrewsbury, Bridgewater
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater New Jersey Metro area! While you will work from home, you must reside near the Greater New Jersey area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Millburn, Paramus, Princeton, Wayne, Morristown, Shrewsbury, Bridgewater
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater New Jersey Metro area! While you will work from home, you must reside near the Greater New Jersey area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Millburn, Paramus, Princeton, Wayne, Morristown, Shrewsbury, Bridgewater
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater New Jersey Metro area! While you will work from home, you must reside near the Greater New Jersey area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Millburn, Paramus, Princeton, Wayne, Morristown, Shrewsbury, Bridgewater
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater New Jersey Metro area! While you will work from home, you must reside near the Greater New Jersey area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Millburn, Paramus, Princeton, Wayne, Morristown, Shrewsbury, Bridgewater
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater New Jersey Metro area! While you will work from home, you must reside near the Greater New Jersey area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Millburn, Paramus, Princeton, Wayne, Morristown, Shrewsbury, Bridgewater
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater New Jersey Metro area! While you will work from home, you must reside near the Greater New Jersey area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are searching for an experienced future actuary interested in building a career in a team centric fast paced consulting environment!
Performing Pension valuations including (ERISA, FASB ASC 715, FASB ASC 960), cost and benefit design studies, non-discrimination testing, benefit statements and compliance
Training and assisting Analysts to ensure the continued development of staff
Help with coordinating and managing projects and budgets
Preparing reports for client presentations and completing/reviewing required compliance tasks (government forms and non-discrimination testing)
Other projects including mergers/acquisitions/divestitures, plan terminations, cost and benefit design studies
Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients.
The Expertise and Skills You Bring
Bachelor's degree with a major in Mathematics, Actuarial Science, or another quantitatively rigorous subject preferred
2-4 years of experience in a pension and benefit consulting firm or related industry required
Preferably at least 3-5 actuarial exams completed
Knowledge of benefit program design, legislative, account and regulatory requirements (IRS/DOL/FAS/PBGC/ERISA/409A/PPA)
You have strong critical thinking and problem-solving skills
You are a leader with self-motivation and determination to succeed
You have excellent oral and written communication skills
You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment
You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are searching for an experienced future actuary interested in building a career in a team centric fast paced consulting environment!
Performing Pension valuations including (ERISA, FASB ASC 715, FASB ASC 960), cost and benefit design studies, non-discrimination testing, benefit statements and compliance
Training and assisting Analysts to ensure the continued development of staff
Help with coordinating and managing projects and budgets
Preparing reports for client presentations and completing/reviewing required compliance tasks (government forms and non-discrimination testing)
Other projects including mergers/acquisitions/divestitures, plan terminations, cost and benefit design studies
Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients.
The Expertise and Skills You Bring
Bachelor's degree with a major in Mathematics, Actuarial Science, or another quantitatively rigorous subject preferred
2-4 years of experience in a pension and benefit consulting firm or related industry required
Preferably at least 3-5 actuarial exams completed
Knowledge of benefit program design, legislative, account and regulatory requirements (IRS/DOL/FAS/PBGC/ERISA/409A/PPA)
You have strong critical thinking and problem-solving skills
You are a leader with self-motivation and determination to succeed
You have excellent oral and written communication skills
You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment
You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are searching for an experienced future actuary interested in building a career in a team centric fast paced consulting environment!
Performing Pension valuations including (ERISA, FASB ASC 715, FASB ASC 960), cost and benefit design studies, non-discrimination testing, benefit statements and compliance
Training and assisting Analysts to ensure the continued development of staff
Help with coordinating and managing projects and budgets
Preparing reports for client presentations and completing/reviewing required compliance tasks (government forms and non-discrimination testing)
Other projects including mergers/acquisitions/divestitures, plan terminations, cost and benefit design studies
Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients.
The Expertise and Skills You Bring
Bachelor's degree with a major in Mathematics, Actuarial Science, or another quantitatively rigorous subject preferred
2-4 years of experience in a pension and benefit consulting firm or related industry required
Preferably at least 3-5 actuarial exams completed
Knowledge of benefit program design, legislative, account and regulatory requirements (IRS/DOL/FAS/PBGC/ERISA/409A/PPA)
You have strong critical thinking and problem-solving skills
You are a leader with self-motivation and determination to succeed
You have excellent oral and written communication skills
You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment
You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are searching for an experienced future actuary interested in building a career in a team centric fast paced consulting environment!
Performing Pension valuations including (ERISA, FASB ASC 715, FASB ASC 960), cost and benefit design studies, non-discrimination testing, benefit statements and compliance
Training and assisting Analysts to ensure the continued development of staff
Help with coordinating and managing projects and budgets
Preparing reports for client presentations and completing/reviewing required compliance tasks (government forms and non-discrimination testing)
Other projects including mergers/acquisitions/divestitures, plan terminations, cost and benefit design studies
Collaborating with internal business partners across diverse subject areas to develop and implement effective solutions on behalf of our clients.
The Expertise and Skills You Bring
Bachelor's degree with a major in Mathematics, Actuarial Science, or another quantitatively rigorous subject preferred
2-4 years of experience in a pension and benefit consulting firm or related industry required
Preferably at least 3-5 actuarial exams completed
Knowledge of benefit program design, legislative, account and regulatory requirements (IRS/DOL/FAS/PBGC/ERISA/409A/PPA)
You have strong critical thinking and problem-solving skills
You are a leader with self-motivation and determination to succeed
You have excellent oral and written communication skills
You have a strong ability to balance and prioritize multiple projects in a fast-paced work environment
You have an ability work within budgeted timeframes to maintain client profitability without sacrificing quality
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. We are a fast-growing business within Fidelity, offering a broad range of services that span benefits design, 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.
Relationship Manager
As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture 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 We’re Looking For
FINRA Series 7 & 66 licensed and 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
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 find success in a dynamic, deadline driven, and detailed compliance environment
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
The Purpose of Your Role
The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.
The Skills You Bring
You are able to facilitate setting targeted appointments that improve engagement with clients
You are client oriented and bring great perspective on financial planning
You have a vested interest in being an advocate for your clients
You are professional with a polished communication style compatible with high net worth clientele
Being coachable, collaborative, and curious are your "go to" attributes
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
You are key to the Fidelity relationship strategy
Deepening client relationships through long term mentorship
Collaborating with the Relationship Manager team company wide
Being responsible for the client contact strategy
Building long-lasting meaningful relationships with clients
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The primary objective of this role is to safeguard the firm’s capital and reputation using risk tools and technology, while delivering outstanding customer service in meeting our clients trading, borrowing and custody needs. You will be responsible for routine market risk analysis while detecting deviations and resolving or intensifying the issues across all lines of business.
The Team
The candidate will join a nuanced, closely-knit Market Risk Team working in Jersey City. The Risk Management Team evaluates and interprets moderately sophisticated financial and statistical information, and assists in the development, enhancement and testing of the risk management system. The individual will represent the firm in looking after internal and external business partners by articulating risk policies and procedures as it relates to risk management.
The Expertise You Have
Bachelor's degree in Finance or related field
5+ years business experience within a large-scale financial services environment
Series 7 preferred
Shown knowledge of the brokerage business, operations & accounting
Deep understanding of margin and option strategies
Excellent interpersonal, verbal and written communication skills
Demonstrate strong investigative, technical, and analytical skills
The Skills You Bring
You are a proactive, driven leader with the ability to operate effectively from the conceptual stage through to a successful implementation
You have a strong sense of accountability and ownership in your work
You have strong analytical, influencing, and interpersonal relationship skills
You demonstrate the ability to make timely, informed decisions that advance critical priorities, capitalize on new opportunities, and resolve problems
You have excellent relationship and partnership skills to build networks across organizations
You can effectively communicate sophisticated concepts to influence key decision-makers through a combination of knowledge, reasoning, and relationships
You demonstrate expert analysis and decision-making skills to be deployed in your day-to-day responsibilities
You have excellent presentation skills and the ability to communicate effectively up, down, and across the organization
You can present complex information in a way that is easy for others to understand and articulate a point of view in a compelling and succinct manner
The Value You Deliver
Analyzing and escalating of margin and cash accounts triggered by real-time trading, securities/money movement activities and market volatility to mitigate exposure
Ensuring customer accounts maintain sufficient capital to withstand a wide range of probable and possible market conditions/events
Interacting directly with all lines of business on account escalations
Monitoring of Correspondent Proprietary trading and allocation accounts
Being responsible for Correspondent Capital Markets trading activity 'trade-away'
Evaluating real-time exception requests across the Market Access program
Ability to engage various risk groups and interested parties, and facilitate discussions and meetings of Market Risk policy
Seeing opportunities to improve existing risk reporting and developing new key risk indicators
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.
The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.
The Expertise We’re Looking For
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings
A sound understanding of the Broker/Dealer and RIA marketplace
Bachelor’s Degree required
The Purpose of Your Role
This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.
The Skills You Bring
Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance
Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products
Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs
An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
You are helping families grow and protect their assets by:
Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer
Developing a comprehensive wealth and financial plan intended to organize the client’s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy
Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities
Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning
Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience
How Your Work Impacts the Organization
Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.
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.
The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.
The Expertise We’re Looking For
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings
A sound understanding of the Broker/Dealer and RIA marketplace
Bachelor’s Degree required
The Purpose of Your Role
This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.
The Skills You Bring
Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance
Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products
Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs
An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
You are helping families grow and protect their assets by:
Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer
Developing a comprehensive wealth and financial plan intended to organize the client’s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy
Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities
Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning
Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience
How Your Work Impacts the Organization
Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.
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.
The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.
The Expertise We’re Looking For
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings
A sound understanding of the Broker/Dealer and RIA marketplace
Bachelor’s Degree required
The Purpose of Your Role
This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.
The Skills You Bring
Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance
Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products
Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs
An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
You are helping families grow and protect their assets by:
Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer
Developing a comprehensive wealth and financial plan intended to organize the client’s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy
Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities
Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning
Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience
How Your Work Impacts the Organization
Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.
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.
The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.
The Expertise We’re Looking For
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings
A sound understanding of the Broker/Dealer and RIA marketplace
Bachelor’s Degree required
The Purpose of Your Role
This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.
The Skills You Bring
Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance
Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products
Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs
An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
You are helping families grow and protect their assets by:
Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer
Developing a comprehensive wealth and financial plan intended to organize the client’s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy
Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities
Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning
Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience
How Your Work Impacts the Organization
Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.
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.
The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.
The Expertise We’re Looking For
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings
A sound understanding of the Broker/Dealer and RIA marketplace
Bachelor’s Degree required
The Purpose of Your Role
This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.
The Skills You Bring
Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance
Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products
Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs
An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
You are helping families grow and protect their assets by:
Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer
Developing a comprehensive wealth and financial plan intended to organize the client’s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy
Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities
Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning
Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience
How Your Work Impacts the Organization
Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.
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.
The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.
The Expertise We’re Looking For
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings
A sound understanding of the Broker/Dealer and RIA marketplace
Bachelor’s Degree required
The Purpose of Your Role
This is a senior level position responsible for effectively implementing wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty.
The Skills You Bring
Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance
Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products
Your extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs
An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
You are helping families grow and protect their assets by:
Building deep relationships with clients and their families to proactively manage their changing situations through life stages and generational wealth transfer
Developing a comprehensive wealth and financial plan intended to organize the client’s finances and plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy
Driving loyalty, share of wallet and referrals from existing customers to cultivate outside acquisition opportunities
Analyzing and creating investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives to meet client needs such as retirement cash flow, tax minimization, and estate planning
Coordinating with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience
How Your Work Impacts the Organization
Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.
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.
The Role
We are seeking a Director of Market and Business Intelligence who will be a senior individual contributor within the Growth Initiatives and Market Intelligence team. You will be responsible for shaping and accelerating Fidelity Institutional’s growth strategies through sharp market insight and commercial judgment. Reporting to the VP, Market and Business Intelligence, you will partner closely with Sales, Relationship Management, Product, and Strategy leaders to identify growth opportunities, pressure-test assumptions, and translate external market dynamics into decisive commercial action.
You will go beyond traditional market research delivery to drive prioritization, influence go-to-market decisions, and unlock new sources of revenue and client growth across Intermediary and Institutional channels.
Market Expertise Focus
This role requires deep, practical familiarity with how financial products are distributed, evaluated, and adopted across intermediary and/or institutional markets. The ideal candidate brings firsthand exposure to broker/dealer, RIA, and/or institutional client segments (e.g., endowments and foundations, pensions, asset owners) and understands the real-world mechanics of distribution including client decision-making processes, platform dynamics, economics, and competitive considerations.
This market fluency is critical to ensuring growth strategies and go-to-market decisions are grounded in how the market actually operates, not just how it is analyzed.
Key Responsibilities
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
The Growth Initiatives and Market Intelligence team helps Fidelity Institutional identify and act on growth opportunities by combining outside‑in perspective, deep market and competitive insight, independent commercial evaluation, and integrated thinking across the organization. The team partners closely with business leaders to ensure growth decisions are informed by external reality, aligned to enterprise goals, and focused on opportunities with clear commercial 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.
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.
A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.
The Expertise We’re Looking For
We ask that you have at least five years in financial sales role
We believe that three or more years of management within a financial services environment is helpful
The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 upon hire
The Purpose of Your Role
Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.
The Skills You Bring
Your background in relationship management and deep understanding of financial services
Impressive time-management skills and ability to execute on multiple priorities
You have a natural ability to influence and enhance the sales skills of others
Validated grasp of compliance and regulatory guidelines
Professional demeanor and excellent interpersonal skills
Positive attitude, empowering business professionalism and strong work ethic with high level of integrity
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness
Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation
Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns
Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives
How Your Work Impacts the Organization
If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.
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.
Director, Engineering – Finance
The Director, Engineering – Leader within Corporate Services Technology, supporting Accounting, is a senior engineering leader accountable for the technical direction, delivery, and operational excellence of Accounting technology platforms. This role directly manages software engineers and works closely with engineering teams to design, build, integrate, and operate secure, scalable solutions. The role partners with Accounting leadership, architects, and vendors, and is grounded in software engineering excellence, modern architecture, and reliable execution supporting Accounting capabilities, including financial close, general ledger, intercompany, investment accounting, digital assets accounting, regulatory and statutory reporting, and global compliance requirements across complex multi-entity environments.
The Expertise You Have
The Skills You Bring
The Value You Deliver
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.
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.
]]>Director, Engineering – Finance
The Director, Engineering – Leader within Corporate Services Technology, supporting Accounting, is a senior engineering leader accountable for the technical direction, delivery, and operational excellence of Accounting technology platforms. This role directly manages software engineers and works closely with engineering teams to design, build, integrate, and operate secure, scalable solutions. The role partners with Accounting leadership, architects, and vendors, and is grounded in software engineering excellence, modern architecture, and reliable execution supporting Accounting capabilities, including financial close, general ledger, intercompany, investment accounting, digital assets accounting, regulatory and statutory reporting, and global compliance requirements across complex multi-entity environments.
The Expertise You Have
The Skills You Bring
The Value You Deliver
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Role
Fidelity Workplace Investment is seeking a Vice President of Security Architecture to define and drive secure, end-to-end technology strategies that protect customer interactions across workplace products and platforms. This role partners closely with architecture governance, product, engineering, and cybersecurity teams to enhance the security posture, address emerging threats, and deliver scalable, standards-based solutions across identity, authentication, authorization, fraud mitigation, and data privacy.
The position provides technical vision and leadership for complex, multi-year initiatives, influencing product roadmaps, guiding the secure integration of APIs and digital experiences, and aligning with enterprise security blueprints. It requires deep expertise in cloud, web, APIs, and modern architecture, along with strong strategic thinking and cross-functional collaboration to advance Fidelity’s cybersecurity innovation, reduce complexity, and strengthen customer protection.
The Expertise and Skills You Bring
The Team
WI Security Architecture operates within Fidelity Architecture and Engineering and is responsible for laying a solid foundation for Workplace Investments (WI) to secure customer and associate interactions. The team supports the WI Customer Protection Center of Excellence, as well as teams within WI and across Fidelity, to collaboratively define the security architecture for customer identity, authentication, authorization, fraud mitigation, cloud security, and data privacy.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Role
Fidelity Workplace Investment is seeking a Vice President of Security Architecture to define and drive secure, end-to-end technology strategies that protect customer interactions across workplace products and platforms. This role partners closely with architecture governance, product, engineering, and cybersecurity teams to enhance the security posture, address emerging threats, and deliver scalable, standards-based solutions across identity, authentication, authorization, fraud mitigation, and data privacy.
The position provides technical vision and leadership for complex, multi-year initiatives, influencing product roadmaps, guiding the secure integration of APIs and digital experiences, and aligning with enterprise security blueprints. It requires deep expertise in cloud, web, APIs, and modern architecture, along with strong strategic thinking and cross-functional collaboration to advance Fidelity’s cybersecurity innovation, reduce complexity, and strengthen customer protection.
The Expertise and Skills You Bring
The Team
WI Security Architecture operates within Fidelity Architecture and Engineering and is responsible for laying a solid foundation for Workplace Investments (WI) to secure customer and associate interactions. The team supports the WI Customer Protection Center of Excellence, as well as teams within WI and across Fidelity, to collaboratively define the security architecture for customer identity, authentication, authorization, fraud mitigation, cloud security, and data privacy.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Role
Fidelity Workplace Investment is seeking a Vice President of Security Architecture to define and drive secure, end-to-end technology strategies that protect customer interactions across workplace products and platforms. This role partners closely with architecture governance, product, engineering, and cybersecurity teams to enhance the security posture, address emerging threats, and deliver scalable, standards-based solutions across identity, authentication, authorization, fraud mitigation, and data privacy.
The position provides technical vision and leadership for complex, multi-year initiatives, influencing product roadmaps, guiding the secure integration of APIs and digital experiences, and aligning with enterprise security blueprints. It requires deep expertise in cloud, web, APIs, and modern architecture, along with strong strategic thinking and cross-functional collaboration to advance Fidelity’s cybersecurity innovation, reduce complexity, and strengthen customer protection.
The Expertise and Skills You Bring
The Team
WI Security Architecture operates within Fidelity Architecture and Engineering and is responsible for laying a solid foundation for Workplace Investments (WI) to secure customer and associate interactions. The team supports the WI Customer Protection Center of Excellence, as well as teams within WI and across Fidelity, to collaboratively define the security architecture for customer identity, authentication, authorization, fraud mitigation, cloud security, and data privacy.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Role
Fidelity Workplace Investment is seeking a Vice President of Security Architecture to define and drive secure, end-to-end technology strategies that protect customer interactions across workplace products and platforms. This role partners closely with architecture governance, product, engineering, and cybersecurity teams to enhance the security posture, address emerging threats, and deliver scalable, standards-based solutions across identity, authentication, authorization, fraud mitigation, and data privacy.
The position provides technical vision and leadership for complex, multi-year initiatives, influencing product roadmaps, guiding the secure integration of APIs and digital experiences, and aligning with enterprise security blueprints. It requires deep expertise in cloud, web, APIs, and modern architecture, along with strong strategic thinking and cross-functional collaboration to advance Fidelity’s cybersecurity innovation, reduce complexity, and strengthen customer protection.
The Expertise and Skills You Bring
The Team
WI Security Architecture operates within Fidelity Architecture and Engineering and is responsible for laying a solid foundation for Workplace Investments (WI) to secure customer and associate interactions. The team supports the WI Customer Protection Center of Excellence, as well as teams within WI and across Fidelity, to collaboratively define the security architecture for customer identity, authentication, authorization, fraud mitigation, cloud security, and data privacy.
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.
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.
]]>Financial Services Representative
Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.
What to expect…
In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.
Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.
Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.
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.
Advantages of our career development experience…
You are supported. 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.
You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.
You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will 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.
You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.
The expertise we’re looking for…
High energy and enthusiasm with a natural 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
The Skills You Bring
Eagerness to learn and build a career in financial services
Ability to deliver an outstanding customer experience
Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
Coachability, collaboration and curiosity will fuel your success
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA
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.
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.
]]>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We’re Looking For
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up
Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
The Skills You Bring
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.
Please note this role requires in-person attendance in the assigned Branch location.
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
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.
]]>Financial Planning Consultant
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius of the Westlake, TX Regional Center.
Is it time to explore new challenges in your career?
The Financial Planning Consultant delivers proactive, personalized financial planning and integrated financial solutions that help Fidelity Advisory Services (FAS) clients make confident decisions and progress toward their financial goals. Operating within a team-based, technology-enabled model, Advisors guide clients across key financial priorities such as retirement planning, investment management, development of a holistic portfolio strategy, and supporting broader financial needs using Fidelity’s full suite of planning tools and solutions. Advisors will provide this support to a broad array of clients with varying needs, including onboarding recently enrolled clients, serving clients with complex planning goals, and those with more routine portfolio management needs.
The Expertise We’re Looking For
The Purpose of Your Role
The role of the Financial Planning Consultant (FPC) is to support and guide Fidelity clients who have a managed portfolio. It is a direct customer contact role in which the FPC will address various aspects of clients’ financial plans, including managed accounts, serving as Advisory Services’ voice to the customer.
The Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position.
The Value You Deliver
How Your Work Impacts the Organization
Fidelity Advisory Services (FAS) is part of the Fidelity Wealth business and delivers team-based, personalized financial planning and advice. With Fidelity’s suite of planning tools and WPO, Advisors provide goal-based advice across all pillars of the WPO in addition to managed account expertise across investing, retirement and life events with planning tools and data-driven insights.
Through FAS, advisors take end-to-end ownership of the advice experience – from discovery through implementation and ongoing progress – helping clients make confident decisions, stay focused on a plan, and adapt as their needs evolve. The model is designed to deliver consistent, high-quality advice at scale, while preserving the personalization and care clients expect from Fidelity.
FPCs operate within a team-based, technology-enabled service model that supports efficient practice management, deeper client engagement, and long-term relationship growth. Fidelity invests in its advisors through industry-leading tools, training, and a culture grounded in inclusion, collaboration, and continuous improvement – ensuring advisors are supported as they deliver meaningful outcomes for the clients.
Our Investments in You
We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people, so our benefit programs are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.
We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
Learn More: Dynamic Working
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
We are seeking a Quantitative Developer with strong engineering skills to join our London-based team. This role is ideal for a technically strong developer who combines deep experience in DeFi markets and on-chain analytics with the ability to adapt and extend backtesting systems for DeFi as well as ideate on scalable strategies.
You will work closely with quant researchers and analysts to build research infrastructure, design, test, and deploy strategies that capitalize on opportunities across decentralized markets.
Key Responsibilities
Strategy Research & Implementation
System Adaptation
Monitoring & Troubleshooting
Cross-Team Collaboration
The Expertise and Skills You Bring
Technical Expertise
DeFi & Market Knowledge
Analytical & Research Skills
Professional Experience
Preferred Qualifications
The Team
Fidelity Digital Assets® is dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance. Fidelity Investments began researching blockchain technology and digital assets solutions in 2014, and years of research and development have provided us with the deep expertise necessary to build the future of finance.
Come join the Quantitative Strategies team within Fidelity Digital Assets® to help grow our business initiatives within DeFi and contribute to our research and product capabilities using your insights.
Job Title Audit Senior Manager — Digital Assets
The Role
Are you looking to grow your business and auditing skills, deepen your knowledge of financial services, and solve complex problems at the nexus of technology and finance? As an Audit Senior Manager supporting Fidelity’s digital asset initiatives, you will provide independent, objective audit and advisory services that help manage risk, protect customers, and enhance business performance. You will drive positive change by assessing and improving control environments across custody, trading, operations, and supporting technology for digital assets.
The Expertise and Skills You Bring
BA/BS in Accounting, Finance, Information Systems, or related field.
Professional audit certifications (e.g., CPA, CIA, CISA) strongly preferred.
7-10 years of external and/or internal audit or related risk/control experience.
Experience within the digital asset/cryptocurrency ecosystem (e.g., custodians, exchanges, blockchain-based financial services).
Working knowledge of digital-asset lifecycle risks, including wallet operations and key management (e.g., segregation of duties, dual control; awareness of HSM/MPC/multisig concepts), custody models, and on-/off-chain transaction flows and reconciliations.
Ability to manage multiple engagements and lead team priorities and workload.
In-depth knowledge of audit practices, tools, techniques, concepts, and trends (including ICFR/SOX and third-party/SOC 1/SOC 2 considerations).
Team-oriented leader who collaborates constructively to achieve goals and provide thought leadership.
Strong problem-solving, analytical, and critical-thinking skills.
Commitment to an innovative, collaborative, and digital working style.
Excellent presentation, written, and interpersonal communication skills.
Hands-on work style and can-do attitude with a strong bias for action.
(Nice to have) Awareness of relevant regulatory themes (e.g., BSA/AML/OFAC and U.S. expectations around digital asset custody and governance).
The Team
Our Audit Senior Manager will lead multiple complex audits end-to-end in support of Fidelity’s digital asset businesses and other areas of Asset Management. You will determine scope, oversee testing, review workpapers, and coordinate with risk and compliance partners to deliver high-quality results through a team of multi-disciplined auditors. Working with Group Leadership, you will align audit objectives to strategy, deliver impactful outcomes, and contribute to domain and department initiatives.
Partner with business and technology leaders to understand complex functions across custody, trading, operations, and supporting platforms.
Review end-to-end process maps and technology workflows (including wallet operations and key-control touchpoints) to ensure risks and controls are comprehensively captured.
Ensure project scopes focus on the highest-risk areas and include thoughtful test suites to identify control gaps and improvement opportunities—covering on-/off-chain reconciliations, access/IAM, change management, incident response, and third-party/VASP risk where applicable.
Collaborate with the Team Leader to prioritize workload and resources; anticipate and resolve blockers to progress.
Perform and review audit test work, including data analysis, control testing, and clear documentation of results; where appropriate, use data analytics and blockchain tools/explorers to enhance coverage.
Leverage audit automation tools and analytics to increase efficiency and precision in evaluating operations and systems.
Direct the use of strategic and data-analytics techniques to more effectively identify and evidence control deficiencies.
Review audit reports to ensure issues and management action plans are clearly described with business/enterprise implications.
Lead discussions with business/technology management to communicate findings and influence pragmatic, sustainable remediation.
Coach and mentor associates of all levels on audit execution, digital-asset concepts, and stakeholder engagement.
Build strong, trust-based relationships with audit teams and business partners; act as a credible challenger while enabling responsible innovation.
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.
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 Title Audit Senior Manager — Digital Assets
The Role
Are you looking to grow your business and auditing skills, deepen your knowledge of financial services, and solve complex problems at the nexus of technology and finance? As an Audit Senior Manager supporting Fidelity’s digital asset initiatives, you will provide independent, objective audit and advisory services that help manage risk, protect customers, and enhance business performance. You will drive positive change by assessing and improving control environments across custody, trading, operations, and supporting technology for digital assets.
The Expertise and Skills You Bring
BA/BS in Accounting, Finance, Information Systems, or related field.
Professional audit certifications (e.g., CPA, CIA, CISA) strongly preferred.
7-10 years of external and/or internal audit or related risk/control experience.
Experience within the digital asset/cryptocurrency ecosystem (e.g., custodians, exchanges, blockchain-based financial services).
Working knowledge of digital-asset lifecycle risks, including wallet operations and key management (e.g., segregation of duties, dual control; awareness of HSM/MPC/multisig concepts), custody models, and on-/off-chain transaction flows and reconciliations.
Ability to manage multiple engagements and lead team priorities and workload.
In-depth knowledge of audit practices, tools, techniques, concepts, and trends (including ICFR/SOX and third-party/SOC 1/SOC 2 considerations).
Team-oriented leader who collaborates constructively to achieve goals and provide thought leadership.
Strong problem-solving, analytical, and critical-thinking skills.
Commitment to an innovative, collaborative, and digital working style.
Excellent presentation, written, and interpersonal communication skills.
Hands-on work style and can-do attitude with a strong bias for action.
(Nice to have) Awareness of relevant regulatory themes (e.g., BSA/AML/OFAC and U.S. expectations around digital asset custody and governance).
The Team
Our Audit Senior Manager will lead multiple complex audits end-to-end in support of Fidelity’s digital asset businesses and other areas of Asset Management. You will determine scope, oversee testing, review workpapers, and coordinate with risk and compliance partners to deliver high-quality results through a team of multi-disciplined auditors. Working with Group Leadership, you will align audit objectives to strategy, deliver impactful outcomes, and contribute to domain and department initiatives.
Partner with business and technology leaders to understand complex functions across custody, trading, operations, and supporting platforms.
Review end-to-end process maps and technology workflows (including wallet operations and key-control touchpoints) to ensure risks and controls are comprehensively captured.
Ensure project scopes focus on the highest-risk areas and include thoughtful test suites to identify control gaps and improvement opportunities—covering on-/off-chain reconciliations, access/IAM, change management, incident response, and third-party/VASP risk where applicable.
Collaborate with the Team Leader to prioritize workload and resources; anticipate and resolve blockers to progress.
Perform and review audit test work, including data analysis, control testing, and clear documentation of results; where appropriate, use data analytics and blockchain tools/explorers to enhance coverage.
Leverage audit automation tools and analytics to increase efficiency and precision in evaluating operations and systems.
Direct the use of strategic and data-analytics techniques to more effectively identify and evidence control deficiencies.
Review audit reports to ensure issues and management action plans are clearly described with business/enterprise implications.
Lead discussions with business/technology management to communicate findings and influence pragmatic, sustainable remediation.
Coach and mentor associates of all levels on audit execution, digital-asset concepts, and stakeholder engagement.
Build strong, trust-based relationships with audit teams and business partners; act as a credible challenger while enabling responsible innovation.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
As part of the User Experience Content team, you’ll help shape the conversations we have with customers for some of the most visited digital experiences in financial services—including Fidelity.com, NetBenefits.com, and our flagship mobile app. Our team connects end-users with the right Fidelity products and services by crafting clear, engaging, and purposeful content.
The candidate we’re looking for has a few years of writing experience and is looking to deepen in UX writing while developing content strategy skills, all within a supportive, collaborative environment. Interest in product marketing is a plus.
Day to day, you’ll collaborate closely with UX designers, UX researchers, product managers, marketing teams, and compliance to create cohesive user-centered experiences. The content you’ll create will help guide customers through complex financial topics and complete tasks, all while feeling confident in their decisions. You’ll contribute to projects from concept through execution, helping ensure our content is user-centered, consistent, and aligned with business goals.
Write and edit UX copy for web and mobile experiences, including user flows, transactional content, and product marketing activations
Translate complex financial concepts into clear, conversational language
Contribute to content strategy efforts, including voice and tone standardization, personalization, content mapping, and sitemap development
Use data, research, and customer feedback to iterate and improve content over time
Ensure content meets accessibility, legal, and brand standards
The expertise and skill you bring
2–4 years of professional writing experience in User Experience (UX), content strategy, copywriting, or technical writing
A portfolio that demonstrates your ability to write clear, user-focused content for digital experiences
Strong communication skills and the ability to collaborate effectively with cross-functional teams
A willingness to learn and grow in a fast-paced, agile environment
Curiosity about financial topics and a desire to make them more accessible to everyday users
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.
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.
]]>Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
The Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
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.
Associate Accountant
Note: Fidelity is not providing immigration sponsorship for this position
The Role
As an Associate Accountant at Fidelity Investments, you'll be an integral part of our team, coordinating crucial accounting and reporting activities for the Fidelity Investments Life Insurance (FILI) separate account investments and financial operations. You will be responsible for supporting our customers’ separate account investments. Your role will involve preparing journal entries, account reconciliations, and assisting in the preparation of quarterly regulatory filings and annual financial statements. This is a fantastic opportunity to showcase your expertise and make a significant impact
The Expertise and Skills You Bring
Bachelor’s degree in accounting.
Experience in the Financial Services industry preferred but not required.
Solid understanding of accounting principles, financial reporting practices, and internal controls.
Highly motivated, flexible, quality focused teammate with excellent organizational skills.
Ability to multi-task, work under pressure, and meet tight deadlines.
Work independently and exhibit both independent thinking and good judgment.
Strong written and verbal communication skills.
Understanding of Microsoft Office Suite (particularly Excel) and the ability to learn financial systems and multidimensional reporting tools (i.e., Oracle, Essbase, Power BI).
Your proven ability to successfully implement innovative solutions and your outstanding attention to detail will be key in this role. We value your ability to work independently while demonstrating excellent judgement and communication skills.
The Team
As a valued member of the FILI Accounting Team, you will ensure transactions are recorded accurately. You will safeguard the firm's assets through meticulous financial accounting, internal controls, and legal entity reporting. FILI dedicates itself to providing world-class annuity and insurance products that help customers save for retirement and generate guaranteed lifetime income. Our team thrives on collaboration and inclusion, driven by ambitious goals and strong dedication to our clients’ success. Join us and be part of a team that continually competes at the highest level.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position.
The Role
Fixed Income Technology is looking for a full stack developer to join the Fixed Income Investment Tools Development Team. As a member of our team, you will be working with our investment team and interact directly with portfolio managers, quant analysts, traders, and investment operations teams to build new and innovative tools that will support and improve our investment process. These tools are critically important to the work of the investment team in handling risk, adding return, and operating our business. You will be embedded with the investment team as a key technology partner supporting the investment process.
The Expertise and Skills You Bring
BS in Computer Science or equivalent degree and over four years of professional experience
Experience developing applications using Angular as primary frontend framework for UI
Experience working in Python, SQL and Microsoft Suite of tools including Excel VBA and Power Platform is a plus
Exposure to AWS/Azure cloud environment and proven understanding of CI/CD & DevOps
Experience decomposing sophisticated business problems into creative, efficient, and scalable solutions
Excellent active listening, verbal and written communication skills and brings excitement that builds collaboration and community
Ability to respond to a variety of requests and being able to prioritize them effectively
Negotiate a balance between 'absolute best' and 'efficient and practical' to good effect'
Ability to learn new technology, business workflows, concepts, processes and contribute to the investment process
Trusted technical partner that collaborates closely with end users to understand and respond to business needs
Bring curiosity and a questioning mind-set to work, asking always about the 'why' and the 'value' of an activity or task
The Team
Due to the breadth and complexity of the various securities held in Fixed Income funds, our technology must keep pace with changes in investment markets, strategies, and regulations. The Investment Tools Development (ITD) team works directly with investment professionals using a suite of technologies and digital tools to build solutions. Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading, and Investment Operations functions. AMT is an integral partner for Asset Management to deliver innovative, scalable, industry-leading investment tools that enable Asset Management to achieve competitive advantage globally.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Director, Brokerage Strategy reports to the VP, Brokerage Strategy and leads efforts to develop and manage growth strategy, with a specific focus on digital asset growth within Fidelity Brokerage. This role will also manage projects aligned with the business’s broader strategic priorities. The role will collaborate with key partners including brokerage group leaders, their strategy leads, Finance – as well as leaders across business units.
The Expertise and Skills You Have
The Team
The Brokerage Strategy & Planning team serves as the central catalyst for defining and driving the business’s long‑term direction. The team partners closely with senior leadership to shape strategic priorities, assess market and competitive trends, and translates enterprise objectives across our organization. Through rigorous analysis, cross‑functional alignment, and disciplined planning, the group ensures Fidelity Brokerage is positioned to capture growth opportunities and execute with clarity and focus.
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.
Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?
Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.
Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.
What to expect…
As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you
Advantages of Fidelity’s LAP journey…
You are learning. An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.
You can explore. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!
You get exposure. Understand what our culture is like and the impact we have in our communities and regions.
You are growing. From week one in the program, receive the support and structure to help you prepare for the SIE® exam & explore a future at Fidelity.
Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?
Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.
Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.
What to expect…
As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you
Advantages of Fidelity’s LAP journey…
You are learning. An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.
You can explore. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!
You get exposure. Understand what our culture is like and the impact we have in our communities and regions.
You are growing. From week one in the program, receive the support and structure to help you prepare for the SIE® exam & explore a future at Fidelity.
Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods
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.
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.
]]>Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods
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.
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.
]]>Do you genuinely enjoy making a difference in the lives of others while primarily working from home? If you answered “yes” and are a customer service-minded champion, we are hiring Entry Level Customer Service Representatives, also known as Financial Customer Associates (FCA) who live within 60 miles of the Greater Omaha area including Lincoln, NE.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday, 40 hours per week (Must have open availability from 7:30am to 11:00pm CST). Overtime hours are encouraged during peak call periods
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.
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.
]]>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Covington site.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 8:30am – 8:30pm EST
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Philadelphia, Villanova, Bucks County, Wilmington, Marlton, NJ
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Philadelphia Metro area! While you will work from home, you must reside near the Greater Philadelphia area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Philadelphia, Villanova, Bucks County, Wilmington, Marlton, NJ
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Philadelphia Metro area! While you will work from home, you must reside near the Greater Philadelphia area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Philadelphia, Villanova, Bucks County, Wilmington, Marlton, NJ
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Philadelphia Metro area! While you will work from home, you must reside near the Greater Philadelphia area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Philadelphia, Villanova, Bucks County, Wilmington, Marlton, NJ
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Philadelphia Metro area! While you will work from home, you must reside near the Greater Philadelphia area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Philadelphia, Villanova, Bucks County, Wilmington, Marlton, NJ
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Philadelphia Metro area! While you will work from home, you must reside near the Greater Philadelphia area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Philadelphia, Villanova, Bucks County, Wilmington, Marlton, NJ
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Philadelphia Metro area! While you will work from home, you must reside near the Greater Philadelphia area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Coral Gables, Boca Raton, Ft. Lauderdale
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Coral Gables, Boca Raton, Ft. Lauderdale
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Coral Gables, Boca Raton, Ft. Lauderdale
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Coral Gables, Boca Raton, Ft. Lauderdale
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Glen Allen, VA Beach, Midlothian
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Glen Allen, VA Beach, Midlothian
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Glen Allen, VA Beach, Midlothian
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Glen Allen, VA Beach, Midlothian
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
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.
As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations.
Guide clients using Fidelity’s planning tools, research, and investment solutions.
Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments.
Introduce customers to appropriate business partners and set targeted planning appointments to help people create their path to financial well-being.
Discuss market trends, investment concepts, and financial planning strategies.
Manage and prioritize your day using Salesforce and internal systems.
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
Licensing & Development
Paid support to obtain SIE, Series 7, and Series 66.
Tuition reimbursement available for future credentials.
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
Click here for a local news story about how we are helping our employees pay back their student loan debt (opens in a new tab)
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.
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.
]]>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Customer Support Representatives, also known as Financial Customer Associates (FCA) in our Merrimack site.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am – Midnight EST
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.
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.
]]>Senior Implementation Specialist
The Role
The primary mission of the Investment Operations team is helping people, help people. We are looking for a Senior Implementation Specialist who is passionate about helping associates thrive and crafting powerful experiences for our clients to meet their philanthropic goals. Your primary responsibility is to provide high-quality, high-touch service to both CIAP and non-CIAP advisors and serve as their primary point of contact throughout the account management process.
Note: Fidelity is not providing immigration sponsorship for this position
Conducting research and resolving a variety of account maintenance items in a timely manner
Reviewing incoming paperwork for completeness, as well as errors or missing information
Engaging with advisors using written techniques to understand the scope of their request, capture relevant information, and identify a solution if necessary
Serving as point of contact for questions and client issues
Meeting and maintaining minimum productivity level requirements and process work in a timely and accurate manner ensuring the consistent delivery of quality
Managing and executing multiple priorities
Corresponding with Advisor in a timely and efficient manner
Meticulous attention to detail will be key to success in this role
It is more than just fielding an inquiry and processing a transaction - our advisors are supporting donors who are generously giving to non- profit organizations to meet their philanthropic goals. You get to be a part of that!
The Expertise and Skills You Bring
Bachelor’s degree
3 years Financial Services or Operations experience is desired, prior Implementation/Account management experience is helpful
You have a high sense of urgency and understand when to escalate.
Your strong and effective verbal and written communication skills required.
Your absolute best critical thinking skills with excellent follow through.
Your strong attention to detail, organizational skills, and planning and time management.
You are a collaborator with the ability to influence without authority.
You are flexible with overtime as requested (especially December – Giving Season).
Collaborating with internal Charitable business partners to fulfill special handling requests.
Employing good sound judgment in decision making or problem resolution.
Delivering a great customer experience with each interaction to help strengthen donor relationships.
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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The Client Service Manager II (CSM II) supports Registered Investment Advisors (RIAs) that custody assets with Fidelity
This role is one of several point of contacts within the service team for all service and operational needs for the RIAs within the Preferred Segment
Serves as liaison between the RIAs and internal business partners, including operations, technology, and trading
Partners with Client Service Representatives (CSRs) who assist with NIGO’s, emails and inbound phone calls
Responsible for handling inbound phone inquiries, supervising email and NIGO volumes, coordinating with internal business partners, and advocating for clients on simple and/or advanced issues.
Your goals include maintaining satisfactory client service levels, high client satisfaction scores, influencing firms to embrace tools and technology, identifying training opportunities, while ensuring an overall world class client experience
The CSM II is expected to be key contributors to a positive workplace environment; maintaining a strong commitment to collaboration and shared success.
Provides support to advisory firms in a team-based environment
Proactively works with our firms to ensure strategic alignment and growth
Meets/exceeds established KPIs
Aligns client needs with business goals/objectives
The Expertise We’re Looking For
Bachelor’s Degree preferred
At least 1 year in current role
5 years of operations and/or service experience in the financial services industry preferred
Series 7 required
The Skills You Bring
Your excellent interpersonal, verbal and written communication skills.
Your Relationship Building and Management skills
Your ability to work well on teams and in fast-paced, cross-collaborative environments.
You think analytically and deliver solutions to complex challenges.
Your proven leadership skills.
Your knowledge of the Brokerage and/or Custody industry.
You have intermediate to advanced knowledge of Microsoft Office applications.
NOTE: This role does not support sponsorship.
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.
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.
]]>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.
The Expertise We’re Looking For
We ask that you have at least five years in financial sales role
We believe that three or more years of management within a financial services environment is helpful
We require an active Series 9/10, 7 and 66 licenses
The Purpose of Your Role
Our mission in the branch 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. 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.
The Skills You Bring
All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
A contagious enthusiasm for hiring, mentoring and developing new branch associates
Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas
Coordinating and supporting 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
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.
How Your Work Impacts the Organization
You will function as a general manager for the branch, 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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The Client Service Manager II (CSM II) is the primary point of contact for a portfolio of Registered Investment Advisors (RIAs) within Fidelity’s Preferred segment. In this role, you will service, educate, and resolve day-to-day operational needs while building strong, proactive relationships with your clients. You will manage a larger book of mid-market advisory firms (typically up to $1.5B in assets), requiring a solid understanding of each firm’s structure and business needs. You will handle inbound call volumes, oversee email and NIGO workflows, and collaborate closely with operations teams and Client Service Representatives (CSRs) to ensure timely and accurate service.
As a CSM II, you are expected to take a more proactive approach in anticipating client needs, coordinating with internal partners, and advocating for clients on more complex service issues. Success in this role is driven by client satisfaction, operational efficiency, and your ability to strengthen long-term client partnerships while contributing to a collaborative team environment.
The Expertise and Skills You Bring
Bachelor’s Degree preferred
5+ years of operations and/or client service experience in financial services
Series 7 required
Working knowledge of brokerage and/or custody industry
Core Skills:
Strong interpersonal, verbal, and written communication skills
Ability to collaborate effectively in fast-paced, cross-functional teams
Analytical thinking with problem-solving capabilities
Demonstrated leadership potential
Intermediate to advanced Microsoft Office proficiency
Additional Strengths:
Ability to manage high-volume workflows across calls, emails, and NIGOs
Proactive client management and relationship-building skills
Strong organizational and time management abilities
Ability to identify training needs and support adoption of tools and technology
Curiosity and continuous improvement mindset
The Team
The team is fast-paced, highly collaborative, and focused on delivering exceptional client experiences while driving efficiency and continuous improvement. The Client Service Manager II is part of the Client Experience (CE) division within Fidelity Clearing & Custody Solutions (FCCS), which supports RIAs, asset managers, banks, and broker-dealers across custody and clearing platforms. Within CE Custody, firms are segmented into three tiers:
Core – smaller advisory firms
Preferred – mid-market firms (CSM II focus)
Premium – largest and most complex firms
As a CSM II, you will support approximately 20–25 firms within the Preferred segment. You will work closely with:
Operations teams managing transaction processing
Client Service Representatives (CSRs) assisting with NIGOs, emails, and phone coverage
Internal business partners to address client needs and resolve issues
The organization emphasizes development and internal mobility, with career progression opportunities into:
Client Service Manager III (Premium segment)
Central Control Team
Implementation & Transition Project Management
Leadership roles such as Operations Manager or Senior Director
How Your Work Impacts the Organization
The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy in an effort to optimize their experience with Fidelity, in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support.
NOTE: This role does not support sponsorship.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The Client Service Manager II (CSM II) is the primary point of contact for a portfolio of Registered Investment Advisors (RIAs) within Fidelity’s Preferred segment. In this role, you will service, educate, and resolve day-to-day operational needs while building strong, proactive relationships with your clients. You will manage a larger book of mid-market advisory firms (typically up to $1.5B in assets), requiring a solid understanding of each firm’s structure and business needs. You will handle inbound call volumes, oversee email and NIGO workflows, and collaborate closely with operations teams and Client Service Representatives (CSRs) to ensure timely and accurate service.
As a CSM II, you are expected to take a more proactive approach in anticipating client needs, coordinating with internal partners, and advocating for clients on more complex service issues. Success in this role is driven by client satisfaction, operational efficiency, and your ability to strengthen long-term client partnerships while contributing to a collaborative team environment.
The Expertise and Skills You Bring
Bachelor’s Degree preferred
5+ years of operations and/or client service experience in financial services
Series 7 required
Working knowledge of brokerage and/or custody industry
Core Skills:
Strong interpersonal, verbal, and written communication skills
Ability to collaborate effectively in fast-paced, cross-functional teams
Analytical thinking with problem-solving capabilities
Demonstrated leadership potential
Intermediate to advanced Microsoft Office proficiency
Additional Strengths:
Ability to manage high-volume workflows across calls, emails, and NIGOs
Proactive client management and relationship-building skills
Strong organizational and time management abilities
Ability to identify training needs and support adoption of tools and technology
Curiosity and continuous improvement mindset
The Team
The team is fast-paced, highly collaborative, and focused on delivering exceptional client experiences while driving efficiency and continuous improvement. The Client Service Manager II is part of the Client Experience (CE) division within Fidelity Clearing & Custody Solutions (FCCS), which supports RIAs, asset managers, banks, and broker-dealers across custody and clearing platforms. Within CE Custody, firms are segmented into three tiers:
Core – smaller advisory firms
Preferred – mid-market firms (CSM II focus)
Premium – largest and most complex firms
As a CSM II, you will support approximately 20–25 firms within the Preferred segment. You will work closely with:
Operations teams managing transaction processing
Client Service Representatives (CSRs) assisting with NIGOs, emails, and phone coverage
Internal business partners to address client needs and resolve issues
The organization emphasizes development and internal mobility, with career progression opportunities into:
Client Service Manager III (Premium segment)
Central Control Team
Implementation & Transition Project Management
Leadership roles such as Operations Manager or Senior Director
How Your Work Impacts the Organization
The Client Experience (CE) division drives the service strategy for clients of Fidelity Clearing & Custody Solutions ("FCCS"), which includes banks and broker dealers in the clearing space and registered investment advisors ("RIA"), professional asset managers, strategic acquirers, and retirement advisors and administrators in the custody space. CE provides clients with support of daily activities and overall business strategy in an effort to optimize their experience with Fidelity, in the areas of implementation support, technology services, deployment and client training, analysis and data processing, in addition to client management and service support.
NOTE: This role does not support sponsorship.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position
The Role
As a member of the Fidelity Digital Assets Risk Management team, you will play a key role in protecting Fidelity and its customers. You will primarily focus on the oversight of key risks, business unit policies, and other critical risk management functions supporting Fidelity Digital Assets custody and trading platform, as well as supporting the potential launch of innovative new products and services. You will be responsible for working with business and technology teams along with Compliance and Legal to support continued product growth of Fidelity Digital Assets. Active collaboration in the continued enhancement and expansion of the team’s programs will also be central to the role.
The Expertise and Skills You Bring
The Team
Fidelity Digital Assets® is an exciting business unit focused on bringing industry-leading digital asset custody and trading services to clients, and Fidelity Digital Assets Risk is a dynamic and innovative risk management team that enables business growth while protecting Fidelity and its customers. The team has responsibilities for operational, technology, credit, and trading risks and partnering with Fidelity Digital Assets business leaders to develop innovative solutions and foster a strong risk mindset.
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.
The Role
The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.
Specific responsibilities include:
Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person
Apply the Fidelity Relationship Model during participant interactions
Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions
Conduct ongoing engagement planning with plan sponsors
Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs
Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership
The Expertise and Skills You Bring
3+ years of financial services experience required; BA required
Series 7 and 66 required (or S63/S65)
1-2 years of customer facing experience preferred
Life & Annuity Certification optional
Demonstrated familiarity with Financial Planning Concepts
Demonstrated planning experience preferred
Demonstrated ability to independently problem solve/prepare for new challenges
Willingness to engage in complex conversations with a clear call to action
Ability to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clients
Willingness to travel (up to 50%)
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.
Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.
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, nation-wide.
Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.
Joining WEPA means that you will:
UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors
GROW in your skills to deliver more, world-class planning and education experiences for our participants
WIN on behalf of our clients, our participants and Fidelity
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
We invite you to Find Your Fidelity at fidelitycareers.com
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.
Specific responsibilities include:
Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person
Apply the Fidelity Relationship Model during participant interactions
Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions
Conduct ongoing engagement planning with plan sponsors
Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs
Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership
The Expertise and Skills You Bring
3+ years of financial services experience required; BA required
Series 7 and 66 required (or S63/S65)
1-2 years of customer facing experience preferred
Life & Annuity Certification optional
Demonstrated familiarity with Financial Planning Concepts
Demonstrated planning experience preferred
Demonstrated ability to independently problem solve/prepare for new challenges
Willingness to engage in complex conversations with a clear call to action
Ability to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clients
Willingness to travel (up to 50%)
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.
Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.
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, nation-wide.
Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.
Joining WEPA means that you will:
UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors
GROW in your skills to deliver more, world-class planning and education experiences for our participants
WIN on behalf of our clients, our participants and Fidelity
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
We invite you to Find Your Fidelity at fidelitycareers.com
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Reporting into Head of Client Engagement Group, this SVP role will strategically lead Fidelity Philanthropic Services’ engagement with ultra-high-net-worth donors and advisors by developing innovative philanthropic strategies, deepening relationships, and driving charitable impact.
This leader will span through donor strategy, advisor engagement and cross-channel coordination and oversee a team responsible for our largest donor relationships along with overseeing regional teams focused on field advisor engagement for Fidelity’s internal BU channels
Serve as a thought leader and advocate for philanthropy, positioning Fidelity as a trusted partner in achieving complex giving goals.
Build and inspire high-performing teams while fostering strategic partnerships that expand donor engagement, advisor influence, and organizational growth.
Key Responsibilities :
Strategic Leadership in the Donor and Advisor Communities
Serve as the leader responsible for shaping and executing Fidelity Philanthropic Services’ strategy for engaging field advisors and ultra-high-net-worth (UHNW) donors, including those in the Perspectives segment ($100M+ accounts) and the Private Donor Group (PDG) ($5M+ accounts) focusing on grantmaking and donor strategies.
Drive innovation in philanthropic engagement, ensuring Fidelity Philanthropic Services remains a trusted advisor and thought leader in the evolving donor landscape.
Lead the development of differentiated donor experiences, integrating investment strategy, philanthropic education, and family office dynamics.
Oversee private donor strategy and field advisor engagement initiatives across retail and institutional channels, including advisor acquisition inside desk based in Fidelity’s Raleigh, NC and Westlake, TX sites.
This leader will span through donor strategy, advisor engagement and cross-channel coordination. The manager would oversee a team responsible for our largest donor relationships along with overseeing two large regional teams focused on field advisor engagement for Fidelity’s PI and FI channels. Additionally, the head of the inside sales desk focused on advisor acquisition would be a direct report.
This SVP would be responsible for 4 teams: Private Donor Group, Regional Vice Presidents (PI), Charitable Planning Consultants (FI) and Advisor Acquisition inside sales desk (PI & FI).
Executive Oversight and Vision
Provide executive oversight to a team of VP and Director level philanthropic strategists, inside sales desk, charitable planning consultants and regional vice presidents ensuring alignment with organizational goals and donor expectations.
Champion a culture of excellence, partnership, and continuous learning across the Client Engagement Group.
Collaborate with team leaders to prioritize and execute business objectives across CEG organization.
Donor and Advisor Engagement Strategy
Oversee the design and execution of personalized, holistic donor strategies that address grantmaking, complex philanthropic goals, including impact investing, alternative assets, and multi-generational giving.
Ensure the team delivers proactive, high-touch relationship management that deepens donor and advisor engagement and drives long-term loyalty.
Act as a senior relationship lead to a select portfolio of strategic donor families and institutions.
Sector Influence and Innovation
Serve as a public-facing leader and spokesperson for Fidelity Philanthropic Services, representing the organization at national and global philanthropic forums.
Lead initiatives that position Fidelity Philanthropic Services as a convener and catalyst in the philanthropic ecosystem, including donor learning communities, giving circles, and sector partnerships.
Act as leading voice and advocate for the advisor community
Advance innovation in areas such as cryptocurrency philanthropy, complex asset contributions, alternative investing and international granting.
Strategic Partnerships and Growth
Collaborate with fundraising, charitable planning, and Fidelity Private Wealth teams to identify and cultivate new UHNW donor opportunities and enable grantmaking.
Build and strengthen strategic alliances with nonprofit organizations, philanthropic networks, and family office advisors.
Contribute to business development efforts by integrating philanthropic strategy into the broader donor acquisition and retention pipeline.
Incorporate new relationship management framework for key PDG and Perspectives donors.
Organizational Impact
Promote Fidelity Philanthropic Services’ brand and leadership in the philanthropic sector and advisor community.
Support innovation and growth across donor and advisor segments and strategic initiatives.
Lead donor collaboration and cross-relationship management efforts with business unit leaders across Fidelity business units.
Partner on the implementation and growth of the institutional Donor Advised Fund business line.
Expertise You Bring:
Bachelor’s degree or equivalent work experience required. MBA, or equivalent preferred.
A minimum of 10 years of leadership experience at the senior level including strategic decision making, business judgment, and leadership of large, multi-location teams, with multiple stakeholder groups and co-dependencies for success,
A minimum of 10 to 15 years in financial services, charitable and holistic financial planning, corporate benefits consulting, or administration, and/or institutional client relationship management and business development or related sales industry experience
Competitor Focus: Ability to quicky decipher changes in the philanthropy sector and from competitors and advise the rest of the senior leadership team on how to respond.
Data Driven: Deep expertise in implementing concise and transparent metrics and using data analytics as a tool for decision-making
Ability to represent Fidelity Charitable effectively to donors, advisor influencers and other business leaders.
Collaborative, flexible and adaptive to meet challenges with a winning outlook.
Interpersonal: high-energy leadership and ability to rally a team to top performance while building loyalty and trust
Technical Expertise & Consulting Skills: Detailed understanding of IRS-qualified 501(c)(3) public charities and Donor Advised Funds, regulatory laws related to Exempt Organizations and tax-deductible charitable giving, and investment management, including investment management and oversight including private capital and alternative investments.
Stakeholder management: Identify and team with key internal and external stakeholders to expand distribution.
Communication Skills: Demonstrated public speaking and thought leadership expertise ability to establish a following of industry leaders.
Travel Requirements:
Building deep connections with Private Donor Group donors and field advisors is a key component of Fidelity Philanthropic Services’ work. As such, this role is expected to spend at least 50% of their time traveling to in-person meetings and events.
How Your Work Impacts the Organization:
The Fidelity Charitable Gift Fund ('Fidelity Philanthropic Services') is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Philanthropic Services 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. This nonprofit division of Fidelity Investments helps individuals and families make tax-efficient charitable donations and distribute those funds to charities over time. Fidelity Philanthropic Services is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Legal, Investments, 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.
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.
Senior Executive Assistant
The Role Provide advanced and diverse administrative support within Fidelity Health and Stock Plan Service Technology group. 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
· 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 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.
· Collaborates effectively in a high volume, fast-paced environment, balancing multiple priorities.
· 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.
· Detail-oriented, proactive, and strong organizational skills
· Exceptional team player who develops strong working relationships with colleagues across the company and prioritizes team engagement and events.
· Strong Microsoft Outlook, Word, PowerPoint, Excel and MS Teams skills.
Your responsibilities include:
· Handle and prioritize complex executive calendars across Fidelity.
· Coordinate travel, prioritize expense reports, and process invoices.
· Provide support in various administrative projects, assisting executives by taking ownership for complex details and executing independently.
· Initiate resolution of sophisticated problems and inefficiencies.
· Maintain strict confidentiality and possess a detailed knowledge of the Executive’s span of control and company policies and procedures.
· Work with spreadsheets, databases, and word processing software packages to support executives by crafting quality presentations, reports and current data and information.
· Partner on agenda and presentation creation for leadership, all-hands and other key team meetings.
· Prepare and format critical documents.
The Expertise and Skills You Bring
· Bachelor's degree is strongly preferred but not required.
· 5 plus years of senior executive admin experience.
· Broad understanding of company/functional policies and practices and financial industry background is highly preferred.
· Polished, professional maturity and previous corporate environment experience.
· Proven effectiveness in interactions and communications with senior level management.
· Advance administrative skills to provide daily executive support, while simultaneously working on administrative projects and other diverse tasks.
· Collaborates effectively in a high volume, fast-paced environment, balancing multiple priorities.
· Detail-oriented, proactive, and strong organizational skills
· Self-starter with a sense of ownership and has the initiative to proactively identify and resolve issues and know when to seek clarification or assistance.
· Ability to exercise extreme sensitivity, discretion, and judgment as you will be tasked with assignments that are often confidential and sophisticated in nature.
· Flexible and willing to adapt to different work styles, preferences, and frequently changing priorities.
· Exceptional team player who develops strong working relationships with colleagues across the company and prioritizes team engagement and events.
· Willingness to learn and advance your skills.
· Excellent written and grammatical skills (i.e. for generating and editing memos and emails) and are proficient in MS Office (SharePoint, Office Teams, Microsoft Word, Excel, PowerPoint, and Outlook).
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.
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.
]]>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 identifying opportunities to deepen 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
Fidelity's ALM Tools and Platforms team within Enterprise Architecture & Engineering are seeking a Technical Engineering Lead to own, operate, and scale our enterprise artifact management platforms. This is a hands-on leadership role combining deep technical expertise, large-scale platform operations, software supply chain security, and people management.
Key Responsibilities of this role are:
Platform and Technical Leadership
Open Source and Supply Chain Security
Scale, Cloud and Infrastructure
Reliability, Resilience and Observability
People and Team Leadership
Collaboration
The Skills and Expertise You Bring:
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.
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.
]]>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.
The Expertise We’re Looking For
We ask that you have at least five years in financial sales role
We believe that three or more years of management within a financial services environment is helpful
The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 upon hire
The Purpose of Your Role
Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.
The Skills You Bring
Your background in relationship management and deep understanding of financial services
Impressive time-management skills and ability to execute on multiple priorities
You have a natural ability to influence and enhance the sales skills of others
Validated grasp of compliance and regulatory guidelines
Professional demeanor and excellent interpersonal skills
Positive attitude, empowering business professionalism and strong work ethic with high level of integrity
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness
Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation
Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns
Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives
How Your Work Impacts the Organization
If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.
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.
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We’re Looking For
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up
Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
The Skills You Bring
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.
Please note this role requires in-person attendance in the assigned Branch location.
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>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.
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.
Note: Fidelity is not providing immigration sponsorship for this position
Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.
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.
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.
]]>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.
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.
Note: Fidelity is not providing immigration sponsorship for this position
Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.
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.
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.
]]>Real Estate Investment Analyst
Note: Fidelity is not providing immigration sponsorship for this position
The Real Estate Investment Analyst will support the growth and management of Fidelity’s direct real estate business. The Analyst will work cross functionally, focusing on acquisition underwriting, due diligence, asset management, fund and portfolio management, market research, and investor reporting. This role will have exposure to multiple real estate markets, transaction structures and product types including industrial, multifamily, office, retail, and data center. The Analyst will join a small and rapidly growing team in a highly visible role within Fidelity’s alternative product division.
The Role
Underwriting acquisition opportunities by building complex Argus and Excel-based financial models, maintaining comprehensive deal pipelines, interfacing with 3rd parties to develop pro-forma assumptions, and authoring investment committee memoranda and other supporting materials
Compiling market research including rent, lease and sales comparables, 3rd party econometric and macroeconomic forecasts, and other research to support acquisition, asset management, and investor reporting initiatives
Supporting senior investment professionals in due diligence (physical, environmental, financial and legal) for potential acquisition candidates
Preparing investor reports and financial analyses (fund and asset-level projections, capital call statements, fee calculations) across multiple funds
Supporting asset management by assisting in the transition of properties from acquisition to asset management, performing internal property valuations, lease analyses, budget reviews, capital planning, income variance analyses, hold/sell analyses, and overseeing 3rd party appraisals
Creating financial analyses to facilitate long-term financial planning, new fund formation and capital raising
Performing statistical analyses to facilitate portfolio reporting and strategic initiatives
Facilitating ad-hoc internal or investor requests
The Expertise and Skills You Bring
Bachelor’s degree required; preference for candidates with a major in real estate, finance, economics, business, mathematics or a related discipline
2 or more years of relevant professional experience (commercial real estate investment sales, investment banking, acquisitions, asset management, portfolio/fund management, development, finance, or appraisal); experience across multiple real estate product types is preferred but not required
Detailed knowledge of PowerPoint and Excel
Argus Enterprise experience is preferred, but not required
Entrepreneurial spirit
Interest in real estate investment management
Strong attention to detail, problem solving ability and analytical skills
Strong written/verbal presentation skills
Ability to work well in a fast-paced, collaborative, team-oriented environment
The Team
Fidelity Investments has established a small team to develop, launch and manage direct real estate products for Fidelity’s customers. This new business line sits within Fidelity’s high growth alternative investment division.
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.
Candidate must be reside in the Midwest (IN, IL, MI, OH, WI, MN, MO) in order to service local clients in person.
The Role
As an Education Consultant, you are part of Fidelity’s Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. As a professional presenter, you will inspire Plan Sponsors and Participants daily to introduce and educate them to the Retirement Readiness services that Fidelity provides.
In addition to 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings, you will also collaborate with key business partners, both internal and external, to ensure that webinars and workshops are prepared for a successful plan sponsor and participant experience. The ability to triage stated and unstated needs in 1:1 appointments with participants and being able to refer to the appropriate group for a solution, will also be important.
Flexibility in your travel is key. Plan Sponsor requests and needs may require workshops and webinars outside of standard business hours. An understanding of administrative tasks required for the role, such as, booking travel through Concur and knowledge of the travel & expense policy.
Joining Workplace Education, Planning and advice means that you will:
Note: Fidelity is not providing immigration sponsorship for this position.
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, nation-wide for our 401k, 403b, Equity Compensation and assorted benefits plan partners. Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life
We invite you to Find Your Fidelity at fidelitycareers.com.
Salary Grade: 6
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Candidate must be reside in the Midwest (IN, IL, MI, OH, WI, MN, MO) in order to service local clients in person.
The Role
As an Education Consultant, you are part of Fidelity’s Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. As a professional presenter, you will inspire Plan Sponsors and Participants daily to introduce and educate them to the Retirement Readiness services that Fidelity provides.
In addition to 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings, you will also collaborate with key business partners, both internal and external, to ensure that webinars and workshops are prepared for a successful plan sponsor and participant experience. The ability to triage stated and unstated needs in 1:1 appointments with participants and being able to refer to the appropriate group for a solution, will also be important.
Flexibility in your travel is key. Plan Sponsor requests and needs may require workshops and webinars outside of standard business hours. An understanding of administrative tasks required for the role, such as, booking travel through Concur and knowledge of the travel & expense policy.
Joining Workplace Education, Planning and advice means that you will:
Note: Fidelity is not providing immigration sponsorship for this position.
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, nation-wide for our 401k, 403b, Equity Compensation and assorted benefits plan partners. Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life
We invite you to Find Your Fidelity at fidelitycareers.com.
Salary Grade: 6
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Candidate must be reside in the Midwest (IN, IL, MI, OH, WI, MN, MO) in order to service local clients in person.
The Role
As an Education Consultant, you are part of Fidelity’s Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. As a professional presenter, you will inspire Plan Sponsors and Participants daily to introduce and educate them to the Retirement Readiness services that Fidelity provides.
In addition to 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings, you will also collaborate with key business partners, both internal and external, to ensure that webinars and workshops are prepared for a successful plan sponsor and participant experience. The ability to triage stated and unstated needs in 1:1 appointments with participants and being able to refer to the appropriate group for a solution, will also be important.
Flexibility in your travel is key. Plan Sponsor requests and needs may require workshops and webinars outside of standard business hours. An understanding of administrative tasks required for the role, such as, booking travel through Concur and knowledge of the travel & expense policy.
Joining Workplace Education, Planning and advice means that you will:
Note: Fidelity is not providing immigration sponsorship for this position.
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, nation-wide for our 401k, 403b, Equity Compensation and assorted benefits plan partners. Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life
We invite you to Find Your Fidelity at fidelitycareers.com.
Salary Grade: 6
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Candidate must be reside in the Midwest (IN, IL, MI, OH, WI, MN, MO) in order to service local clients in person.
The Role
As an Education Consultant, you are part of Fidelity’s Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. As a professional presenter, you will inspire Plan Sponsors and Participants daily to introduce and educate them to the Retirement Readiness services that Fidelity provides.
In addition to 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings, you will also collaborate with key business partners, both internal and external, to ensure that webinars and workshops are prepared for a successful plan sponsor and participant experience. The ability to triage stated and unstated needs in 1:1 appointments with participants and being able to refer to the appropriate group for a solution, will also be important.
Flexibility in your travel is key. Plan Sponsor requests and needs may require workshops and webinars outside of standard business hours. An understanding of administrative tasks required for the role, such as, booking travel through Concur and knowledge of the travel & expense policy.
Joining Workplace Education, Planning and advice means that you will:
Note: Fidelity is not providing immigration sponsorship for this position.
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, nation-wide for our 401k, 403b, Equity Compensation and assorted benefits plan partners. Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life
We invite you to Find Your Fidelity at fidelitycareers.com.
Salary Grade: 6
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Candidate must be reside in the Midwest (IN, IL, MI, OH, WI, MN, MO) in order to service local clients in person.
The Role
As an Education Consultant, you are part of Fidelity’s Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. As a professional presenter, you will inspire Plan Sponsors and Participants daily to introduce and educate them to the Retirement Readiness services that Fidelity provides.
In addition to 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings, you will also collaborate with key business partners, both internal and external, to ensure that webinars and workshops are prepared for a successful plan sponsor and participant experience. The ability to triage stated and unstated needs in 1:1 appointments with participants and being able to refer to the appropriate group for a solution, will also be important.
Flexibility in your travel is key. Plan Sponsor requests and needs may require workshops and webinars outside of standard business hours. An understanding of administrative tasks required for the role, such as, booking travel through Concur and knowledge of the travel & expense policy.
Joining Workplace Education, Planning and advice means that you will:
Note: Fidelity is not providing immigration sponsorship for this position.
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, nation-wide for our 401k, 403b, Equity Compensation and assorted benefits plan partners. Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life
We invite you to Find Your Fidelity at fidelitycareers.com.
Salary Grade: 6
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Candidate must be reside in the Midwest (IN, IL, MI, OH, WI, MN, MO) in order to service local clients in person.
The Role
As an Education Consultant, you are part of Fidelity’s Participant Engagement business unit, which delivers live education workshops online and in person on fundamental financial wellness and planning topics for the participants of plan sponsors that Fidelity record keeps across the Tax-Exempt Market and Corporate organizations. As a professional presenter, you will inspire Plan Sponsors and Participants daily to introduce and educate them to the Retirement Readiness services that Fidelity provides.
In addition to 30/60 min webinars/workshops, onsite & virtual, help desk style benefits fairs, and on demand recordings, you will also collaborate with key business partners, both internal and external, to ensure that webinars and workshops are prepared for a successful plan sponsor and participant experience. The ability to triage stated and unstated needs in 1:1 appointments with participants and being able to refer to the appropriate group for a solution, will also be important.
Flexibility in your travel is key. Plan Sponsor requests and needs may require workshops and webinars outside of standard business hours. An understanding of administrative tasks required for the role, such as, booking travel through Concur and knowledge of the travel & expense policy.
Joining Workplace Education, Planning and advice means that you will:
Note: Fidelity is not providing immigration sponsorship for this position.
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, nation-wide for our 401k, 403b, Equity Compensation and assorted benefits plan partners. Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life
We invite you to Find Your Fidelity at fidelitycareers.com.
Salary Grade: 6
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Audit Director – Professional Practices - Fidelity Corporate Audit (FCA)
Note: Fidelity will not provide immigration sponsorship for this position
The Role
Join the Professional Practices Group (PPG) as an Audit Director and help shape the strategic direction of Fidelity’s audit methodology, quality framework, and governance practices. This senior leadership role oversees several enterprise‑critical workstreams that strengthen audit execution, enhance risk management, and influence senior decision‑making across the organization. The position drives high‑impact Audit Committee and Board reporting, provides executive oversight of the quality assurance and improvement program (QAIP), and leads the integration of strategic enhancements into FCA’s methodologies, tools, and processes.
Key responsibilities include:
The Expertise and Skills you Bring
This role requires deep audit expertise, strong leadership presence, and a strategic mindset. It calls for the ability to manage complex initiatives, influence across levels, and deliver high‑quality outcomes in a dynamic environment. Strong analytical thinking, clear communication, and effective relationship management are essential. The position demands high standards for quality, accountability, and continuous improvement. A track record of advising senior leaders, leading complex risk‑based initiatives, and providing thought leadership that advances audit capabilities is key. Advanced proficiency in Excel and PowerPoint, 10+ years of audit or related experience (preferably in financial services), and a BA/BS in a relevant field are required; professional certifications (CIA, CPA, CISA) are strongly preferred.
The Team
PPG defines and advances FCA’s audit methodology in alignment with IIA Standards and leading industry practices. As a senior member of the team, this role contributes to the policies, procedures, and operating standards that ensure Fidelity’s audits meet the highest professional expectations. PPG oversees methodology maintenance, QAIP, enterprise risk assessment enablement, executive reporting and business insights, workforce management reporting, training and development, records retention compliance, and access governance for audit systems. The team plays a central role in sustaining the quality, consistency, and strategic impact of FCA’s operating model.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
Company Overview
At Fidelity, we are passionate about 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 will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Audit Director – Professional Practices - Fidelity Corporate Audit (FCA)
Note: Fidelity will not provide immigration sponsorship for this position
The Role
Join the Professional Practices Group (PPG) as an Audit Director and help shape the strategic direction of Fidelity’s audit methodology, quality framework, and governance practices. This senior leadership role oversees several enterprise‑critical workstreams that strengthen audit execution, enhance risk management, and influence senior decision‑making across the organization. The position drives high‑impact Audit Committee and Board reporting, provides executive oversight of the quality assurance and improvement program (QAIP), and leads the integration of strategic enhancements into FCA’s methodologies, tools, and processes.
Key responsibilities include:
The Expertise and Skills you Bring
This role requires deep audit expertise, strong leadership presence, and a strategic mindset. It calls for the ability to manage complex initiatives, influence across levels, and deliver high‑quality outcomes in a dynamic environment. Strong analytical thinking, clear communication, and effective relationship management are essential. The position demands high standards for quality, accountability, and continuous improvement. A track record of advising senior leaders, leading complex risk‑based initiatives, and providing thought leadership that advances audit capabilities is key. Advanced proficiency in Excel and PowerPoint, 10+ years of audit or related experience (preferably in financial services), and a BA/BS in a relevant field are required; professional certifications (CIA, CPA, CISA) are strongly preferred.
The Team
PPG defines and advances FCA’s audit methodology in alignment with IIA Standards and leading industry practices. As a senior member of the team, this role contributes to the policies, procedures, and operating standards that ensure Fidelity’s audits meet the highest professional expectations. PPG oversees methodology maintenance, QAIP, enterprise risk assessment enablement, executive reporting and business insights, workforce management reporting, training and development, records retention compliance, and access governance for audit systems. The team plays a central role in sustaining the quality, consistency, and strategic impact of FCA’s operating model.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
Company Overview
At Fidelity, we are passionate about 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 will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Audit Director – Professional Practices - Fidelity Corporate Audit (FCA)
Note: Fidelity will not provide immigration sponsorship for this position
The Role
Join the Professional Practices Group (PPG) as an Audit Director and help shape the strategic direction of Fidelity’s audit methodology, quality framework, and governance practices. This senior leadership role oversees several enterprise‑critical workstreams that strengthen audit execution, enhance risk management, and influence senior decision‑making across the organization. The position drives high‑impact Audit Committee and Board reporting, provides executive oversight of the quality assurance and improvement program (QAIP), and leads the integration of strategic enhancements into FCA’s methodologies, tools, and processes.
Key responsibilities include:
The Expertise and Skills you Bring
This role requires deep audit expertise, strong leadership presence, and a strategic mindset. It calls for the ability to manage complex initiatives, influence across levels, and deliver high‑quality outcomes in a dynamic environment. Strong analytical thinking, clear communication, and effective relationship management are essential. The position demands high standards for quality, accountability, and continuous improvement. A track record of advising senior leaders, leading complex risk‑based initiatives, and providing thought leadership that advances audit capabilities is key. Advanced proficiency in Excel and PowerPoint, 10+ years of audit or related experience (preferably in financial services), and a BA/BS in a relevant field are required; professional certifications (CIA, CPA, CISA) are strongly preferred.
The Team
PPG defines and advances FCA’s audit methodology in alignment with IIA Standards and leading industry practices. As a senior member of the team, this role contributes to the policies, procedures, and operating standards that ensure Fidelity’s audits meet the highest professional expectations. PPG oversees methodology maintenance, QAIP, enterprise risk assessment enablement, executive reporting and business insights, workforce management reporting, training and development, records retention compliance, and access governance for audit systems. The team plays a central role in sustaining the quality, consistency, and strategic impact of FCA’s operating model.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
Company Overview
At Fidelity, we are passionate about 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 will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Audit Director – Professional Practices - Fidelity Corporate Audit (FCA)
Note: Fidelity will not provide immigration sponsorship for this position
The Role
Join the Professional Practices Group (PPG) as an Audit Director and help shape the strategic direction of Fidelity’s audit methodology, quality framework, and governance practices. This senior leadership role oversees several enterprise‑critical workstreams that strengthen audit execution, enhance risk management, and influence senior decision‑making across the organization. The position drives high‑impact Audit Committee and Board reporting, provides executive oversight of the quality assurance and improvement program (QAIP), and leads the integration of strategic enhancements into FCA’s methodologies, tools, and processes.
Key responsibilities include:
The Expertise and Skills you Bring
This role requires deep audit expertise, strong leadership presence, and a strategic mindset. It calls for the ability to manage complex initiatives, influence across levels, and deliver high‑quality outcomes in a dynamic environment. Strong analytical thinking, clear communication, and effective relationship management are essential. The position demands high standards for quality, accountability, and continuous improvement. A track record of advising senior leaders, leading complex risk‑based initiatives, and providing thought leadership that advances audit capabilities is key. Advanced proficiency in Excel and PowerPoint, 10+ years of audit or related experience (preferably in financial services), and a BA/BS in a relevant field are required; professional certifications (CIA, CPA, CISA) are strongly preferred.
The Team
PPG defines and advances FCA’s audit methodology in alignment with IIA Standards and leading industry practices. As a senior member of the team, this role contributes to the policies, procedures, and operating standards that ensure Fidelity’s audits meet the highest professional expectations. PPG oversees methodology maintenance, QAIP, enterprise risk assessment enablement, executive reporting and business insights, workforce management reporting, training and development, records retention compliance, and access governance for audit systems. The team plays a central role in sustaining the quality, consistency, and strategic impact of FCA’s operating model.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
Company Overview
At Fidelity, we are passionate about 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 will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Summary
Operations & Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily. The Alternative Investment Service Associate is a critical member of the OSG organization. In this role you will be responsible for processing client transactions accurately and expeditiously. Attention to detail and accuracy is will be must for this role. The associate should be capable of dealing high volume workloads as well as managing multiple client requests/issues that must be completed within a tight timeframe. The associate will also be responsible for monitoring adherence to internal guidelines in addition to building and maintaining strong relationships while providing a superior level of customer service. In this position, the associate will be responsible for having the technical expertise to respond to inquiries related to transaction processing.
The ideal candidate will detailed oriented and possess excellent interpersonal and communication skills, the ability and desire to learn new functions and the ability to communicate both verbally and in writing.
Responsibilities
Process alternative investment subscription, redemption and transfer transactions
Meet transaction processing deadlines
Ensure alternative investment policy and procedures are followed and paperwork requirements are met
Problem resolution
Provide clear and concise communication to internal and external business partners
Track and monitor outstanding issues and provide timely updates
Qualifications
College degree preferred
Prior experience with the alternative investment product is preferred
2+ years brokerage operations experience, or 5+ work related experience is preferred
Mutual fund operations experience will be considered in lieu of alternative investment experience.
Skills and Knowledge
Passion for Service
Detail oriented
Proficient transaction processor
Excellent writing skills
Ability to learn quickly
Ability to thrive in a fast paced environment
Strong organizational and multi-tasking skills
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.
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.
]]>Do you want to join a dynamic digital marketing team with a passion for utilizing personalized data and email channel expertise to deepen the relationship with millions of our customers, evolve operational processes and implement new MarTech capabilities? Are you looking for an empowered opportunity to hone your development, analytical, strategic, creative, collaboration and leadership skills while managing multiple projects with attention to details and deadlines? If so, look no further! Maybe we are made for each other!
Please Note: We are unable to provide visa sponsorship for this role.
Multiple years of Advanced Front-End HTML and CSS coding experience, specifically in Email
Email service platform provider (ESP) knowledge, systems, information technology a plus (specifically Salesforce Marketing Cloud, Salesforce Sales Cloud, Adobe Target)
Experience with one or more of the following areas: digital production, MarTech, marketing, and/or creative highly desired
Email Development subject matter expert with experience building emails, automations, and journeys in Salesforce Marketing Cloud
With proven knowledge of how to solve for
Complex dynamic content scenarios
Use of shared templates, scripts, and content
Cross Email client rendering issues such as Dark Mode, Outlook-specific limitations, and Embedded Video Player compatibility and capabilities
With experience contributing to release management processes and production installs
Execute email campaigns utilizing email marketing best practices to create and code interactive experiences to support business initiatives.
A clear understanding of impact to a firm’s reputation if they are flagged by blacklisting groups
Email service platform provider (ESP) knowledge, systems, information technology a plus (specifically Salesforce Marketing Cloud, Salesforce Sales Cloud, Adobe Target)
Advanced HTML and CSS coding experience, specifically in Email
SQL Query experience is a plus.
Excellent communication skills required
Curious and intellectually honest. Dedication to continuous growth, development, and improvement
Enjoy tracking, triaging, and solving issues in real-time
Ability to continuously develop and improve process / infrastructure within a constantly evolving team
Customer first mentality
Comfortable leading and influencing through ambiguity and without authority
Strong attention to detail and methodical thinking
Entrepreneurial and agile mentality, with a bias towards action
Passion for training and upskilling others
As a Senior Email Developer within the central marketing function of Fidelity Investments, your role is to enhance, expand, and support our systems that deepen our relationship with millions of our customers by using data to plan and execute personal, relevant, and timely promotional, service and regulatory email communications. In this capacity, you will serve as Fidelity’s Center of Excellence on current and emerging practices and technologies that power our customer obsessed email marketing programs. You will be responsible for ongoing process documentation, training, troubleshooting, problem solving on our Salesforce Marketing Cloud, email platform. You will apply your Salesforce Marketing Cloud expertise to help the team to continue to innovate and increase efficiency.
Strong project management, time management, and organization skills with a proven ability to successfully plan, manage and (re)prioritize multiple complex projects, programs and campaigns simultaneously and foresee/mitigate potential risks
Process and detail-oriented thinker who provides clear direction and maintains clear communication with others about the work and results
Adept at building relationships across all management levels in a highly matrixed environment, leading and collaborating on cross-functional teams, and influencing direction where there isn’t explicit authority. Act as primary liaison between internal business and tech teams to resolve various project and technology challenges.
Able to lead by demonstrating and establishing clarity, effectively communicating, and reinforcing the value of collaboration in enhancing team’s performance
Ability to think strategically and assess strategy and requirements while implementing tactically on multiple major initiatives simultaneously.
Provide guidance and lead training to enable other team members to meet/exceed expectations. May be responsible for managing a small team of individual contributors; may have input to or be responsible for performance management activities
Excellent analytical, creative, and oral/written communication/presentation skills
Excellent judgment and problem solving
Demonstrated ability to self-learn and self-direct
The Senior Email Developer will liaise across multiple teams to:
Learn the existing email documentation, procedures and interactions with the goal to streamline and simplify these processes.
Build, edit, deploy emails, and code logic branching using Salesforce Marketing Cloud (SFMC) on their Content Builder and AMPscripting platforms as well as their Journey Builder capability
Collaborate with technology teams to onboard new email capabilities and requirements on Salesforce Marketing Cloud (SFMC)
Lead and/or support cross-organizational projects as a subject matter expert for email channel, including but not limited to: template specifications, technical design, channel best practice, executional process and principles, data feed analysis, and platform capabilities
The Email Engineering and Marketing Orchestration (EEMO) Team works cross-functionally to support the end-to-end enablement and implementation of PWI emails and journeys. Additionally, the team provides leadership/support to enhance process/procedure efficiency for email programs, and collaborates with partners to drive program/campaign effectiveness through capability enablement, implementation design, customer journey mapping, channel reporting, etc.
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.
Do you want to join a dynamic digital marketing team with a passion for utilizing personalized data and email channel expertise to deepen the relationship with millions of our customers, evolve operational processes and implement new MarTech capabilities? Are you looking for an empowered opportunity to hone your development, analytical, strategic, creative, collaboration and leadership skills while managing multiple projects with attention to details and deadlines? If so, look no further! Maybe we are made for each other!
Please Note: We are unable to provide visa sponsorship for this role.
Multiple years of Advanced Front-End HTML and CSS coding experience, specifically in Email
Email service platform provider (ESP) knowledge, systems, information technology a plus (specifically Salesforce Marketing Cloud, Salesforce Sales Cloud, Adobe Target)
Experience with one or more of the following areas: digital production, MarTech, marketing, and/or creative highly desired
Email Development subject matter expert with experience building emails, automations, and journeys in Salesforce Marketing Cloud
With proven knowledge of how to solve for
Complex dynamic content scenarios
Use of shared templates, scripts, and content
Cross Email client rendering issues such as Dark Mode, Outlook-specific limitations, and Embedded Video Player compatibility and capabilities
With experience contributing to release management processes and production installs
Execute email campaigns utilizing email marketing best practices to create and code interactive experiences to support business initiatives.
A clear understanding of impact to a firm’s reputation if they are flagged by blacklisting groups
Email service platform provider (ESP) knowledge, systems, information technology a plus (specifically Salesforce Marketing Cloud, Salesforce Sales Cloud, Adobe Target)
Advanced HTML and CSS coding experience, specifically in Email
SQL Query experience is a plus.
Excellent communication skills required
Curious and intellectually honest. Dedication to continuous growth, development, and improvement
Enjoy tracking, triaging, and solving issues in real-time
Ability to continuously develop and improve process / infrastructure within a constantly evolving team
Customer first mentality
Comfortable leading and influencing through ambiguity and without authority
Strong attention to detail and methodical thinking
Entrepreneurial and agile mentality, with a bias towards action
Passion for training and upskilling others
As a Senior Email Developer within the central marketing function of Fidelity Investments, your role is to enhance, expand, and support our systems that deepen our relationship with millions of our customers by using data to plan and execute personal, relevant, and timely promotional, service and regulatory email communications. In this capacity, you will serve as Fidelity’s Center of Excellence on current and emerging practices and technologies that power our customer obsessed email marketing programs. You will be responsible for ongoing process documentation, training, troubleshooting, problem solving on our Salesforce Marketing Cloud, email platform. You will apply your Salesforce Marketing Cloud expertise to help the team to continue to innovate and increase efficiency.
Strong project management, time management, and organization skills with a proven ability to successfully plan, manage and (re)prioritize multiple complex projects, programs and campaigns simultaneously and foresee/mitigate potential risks
Process and detail-oriented thinker who provides clear direction and maintains clear communication with others about the work and results
Adept at building relationships across all management levels in a highly matrixed environment, leading and collaborating on cross-functional teams, and influencing direction where there isn’t explicit authority. Act as primary liaison between internal business and tech teams to resolve various project and technology challenges.
Able to lead by demonstrating and establishing clarity, effectively communicating, and reinforcing the value of collaboration in enhancing team’s performance
Ability to think strategically and assess strategy and requirements while implementing tactically on multiple major initiatives simultaneously.
Provide guidance and lead training to enable other team members to meet/exceed expectations. May be responsible for managing a small team of individual contributors; may have input to or be responsible for performance management activities
Excellent analytical, creative, and oral/written communication/presentation skills
Excellent judgment and problem solving
Demonstrated ability to self-learn and self-direct
The Senior Email Developer will liaise across multiple teams to:
Learn the existing email documentation, procedures and interactions with the goal to streamline and simplify these processes.
Build, edit, deploy emails, and code logic branching using Salesforce Marketing Cloud (SFMC) on their Content Builder and AMPscripting platforms as well as their Journey Builder capability
Collaborate with technology teams to onboard new email capabilities and requirements on Salesforce Marketing Cloud (SFMC)
Lead and/or support cross-organizational projects as a subject matter expert for email channel, including but not limited to: template specifications, technical design, channel best practice, executional process and principles, data feed analysis, and platform capabilities
The Email Engineering and Marketing Orchestration (EEMO) Team works cross-functionally to support the end-to-end enablement and implementation of PWI emails and journeys. Additionally, the team provides leadership/support to enhance process/procedure efficiency for email programs, and collaborates with partners to drive program/campaign effectiveness through capability enablement, implementation design, customer journey mapping, channel reporting, etc.
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.
The Role
As a Director within the TechOps SRE team, you'll work closely with our engineering partners to help enable and drive initiatives from design to implementation. Our highly available multi-region Kubernetes (AWS EKS) environments are best-in-class and central to our enterprise-grade infrastructure strategy. These growing environments currently support numerous critical workloads. In this exciting role, you’ll have the opportunity to further develop and refine your skills, collaborate across numerous Fidelity teams, and continue to grow in a fun, collaborative, and rapidly changing environment. This is an extraordinary opportunity to have a direct impact on the emerging strategies of our infrastructure and deployments, while at the same time, helping enable the expansion of our business.
In addition to bringing technical leadership and influence, this role also includes supervisory responsibilities for a small group of professionals specializing in site reliability.
The Skills and Expertise You Bring
Leadership & Delivery
Provide technical and people leadership for a group of Site Reliability Engineers (SREs) / Cloud Engineers; hire, mentor, and develop a high-performing team.
Set clear goals and expectations; lead performance, career growth, and team health while fostering a culture of ownership and continuous improvement.
Own execution for reliability and cloud delivery initiatives—plan and prioritize work, remove blockers, and ensure predictable outcomes.
Partner cross-functionally with Product, and Engineering leaders to drive delivery of complex programs and platform improvements.
Establish, operate, and continuously improve on-call and incident management practices (escalation paths, runbooks, postmortems, and corrective action tracking).
Reliability & Operational Excellence (SRE)
Define, implement, and own service reliability metrics and practices, including SLIs/SLOs and error budgets, in partnership with engineering teams.
Lead blameless post-incident reviews and drive remediation to reduce repeat incidents and operational toil.
Champion automation and Infrastructure as Code (IaC) standards to improve delivery speed, reduce risk, and increase system resilience.
Required Technical Expertise
8+ years of hands-on AWS production experience crafting and managing highly available, secure, scalable systems (microservices preferred).
Skilled in crafting and deploying resilient AWS infrastructure across multiple regions and availability zones.
Production experience running Kubernetes workloads and clusters (EKS preferred), encompassing the creation and upkeep of Helm charts and reusable templates/libraries.
Hands-on CI/CD experience with Jenkins, involving writing and managing declarative pipelines and shared libraries.
Proficiency with Linux/Unix systems and shell scripting.
Programming proficiency (Python preferred).
Proficient with Git-based workflows.
Experience building and maintaining observability (logging, monitoring, alerting) using tools such as Datadog and Splunk.
Experience working within Agile delivery models (Kanban/Scrum).
Preferred / Nice to Have
Terraform experience (preferred).
CDN experience (e.g., Akamai).
Kafka experience (Apache/Confluent).
The Team
Fidelity Digital Assets®, a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum.
Fidelity Digital Assets® adopts an entrepreneurial culture and startup approach while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm’s tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance.
Within Fidelity Digital Assets®, the Technical Operations team plays a key role in our initiative of moving to the cloud. The team uses AWS services to secure our network and scale our applications to ensure their up-time and team members are hands-on engineers specializing in system reliability who promote a DevOps approach, with a focus on infrastructure-as-code, security and automation.
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.
Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
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.
]]>Wealth Planner
Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.
The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.
The Expertise We’re Looking For
Bachelor’s Degree highly preferred
CFP highly preferred
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.
Required: 3-5 years of financial planning experience, 5+ years preferred
Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.) Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)
The Purpose of Your Role
As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.
The Skills You Bring
Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families
Experience with and/or knowledge of behavioral economics and family psychology
Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)
Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance
Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals
Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)
Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.
Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment
Ambitious spirit and the ability to work collaboratively across an organization to achieve results
Tech savvy, embraces and integrates technology to run a planning practice
Excellent team member and leadership skills
Note: Fidelity will not provide immigration sponsorship for this position.
The Value You Deliver
You are helping families grow, manage, and protect their assets by:
Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity
Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs
Using sophisticated planning software to build, analyze, and deliver personalized plans for clients
Guiding and implementing financial plans into the appropriate solutions based on client goals
Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer
Driving loyalty, share of wallet, and referrals from existing customers
Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning
How Your Work Impacts the Organization
As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial 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.
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.
]]>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We’re Looking For
The Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.
Please note this role requires in-person attendance in the assigned Branch location.
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!
What to expect…
As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:
1. Licensing Preparation
In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! (Learn More)
2. Skill Development
In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
3. Proficiency
As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Our Greatest Asset is Our People
We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.
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.
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.
]]>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Jacksonville site.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8 hour shift between the hours of 12:00pm – 8:30pm EST.
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Mequon, Milwaukee
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Mequon, Milwaukee
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Mequon, Milwaukee
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Edina, Oakdale, Minnetonka, Brookfield, Middleton
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Edina, Oakdale, Minnetonka, Brookfield, Middleton
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Edina, Oakdale, Minnetonka, Brookfield, Middleton
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Edina, Oakdale, Minnetonka, Brookfield, Middleton
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be
located within a 90 mile radius at the time of application from the approved branch sites listed below:
Edina, Oakdale, Minnetonka, Brookfield, Middleton
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Fairlawn, Westlake, Woodmere
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Fairlawn, Westlake, Woodmere
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Fairlawn, Westlake, Woodmere
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!
What to expect…
As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:
1. Licensing Preparation
In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! (Learn More)
2. Skill Development
In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
3. Proficiency
As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.
The Expertise and Skills You Bring
Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.
Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.
Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
A desire for growth and a mindset that generates long term success through adaptability and personal accountability.
Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.
Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Our Greatest Asset is Our People
We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.
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.
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.
Key Responsibilities
Skills & Expertise
Licensing & Development
Our Investments in You
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
Note: Fidelity is not providing immigration sponsorship for this position
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Are you curious about how technology and business processes really work behind the scenes? Do you enjoy asking thoughtful questions and helping organizations operate more effectively and securely? Our IT & Corporate Audit team plays a critical role in supporting strong governance, risk management, and operational excellence across the company.
In this role, you will be planning and executing audits, evaluating risks, and partnering with business and technology leaders to strengthen controls and improve processes. You will have exposure to a wide range of technology platforms and corporate functions while helping the organization stay resilient in a rapidly changing environment.
We are open to a range of backgrounds and experiences and value practical knowledge, curiosity, and sound judgment.
Our Audit team provides independent, objective assurance and advisory services designed to add value and improve the organization’s operations. We partner closely with technology, finance, operations, and business leaders to help identify risks, strengthen controls, and support continuous improvement.
We are a collaborative group that values learning, professional growth, and diverse perspectives. Our work offers broad visibility across the organization, exposure to senior leaders, and opportunities to build deep expertise in both technology and corporate audits—all while contributing to a culture of integrity and accountability.
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.
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.
]]>Are you curious about how technology and business processes really work behind the scenes? Do you enjoy asking thoughtful questions and helping organizations operate more effectively and securely? Our IT & Corporate Audit team plays a critical role in supporting strong governance, risk management, and operational excellence across the company.
In this role, you will be planning and executing audits, evaluating risks, and partnering with business and technology leaders to strengthen controls and improve processes. You will have exposure to a wide range of technology platforms and corporate functions while helping the organization stay resilient in a rapidly changing environment.
We are open to a range of backgrounds and experiences and value practical knowledge, curiosity, and sound judgment.
Our Audit team provides independent, objective assurance and advisory services designed to add value and improve the organization’s operations. We partner closely with technology, finance, operations, and business leaders to help identify risks, strengthen controls, and support continuous improvement.
We are a collaborative group that values learning, professional growth, and diverse perspectives. Our work offers broad visibility across the organization, exposure to senior leaders, and opportunities to build deep expertise in both technology and corporate audits—all while contributing to a culture of integrity and accountability.
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.
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.
]]>Are you curious about how technology and business processes really work behind the scenes? Do you enjoy asking thoughtful questions and helping organizations operate more effectively and securely? Our IT & Corporate Audit team plays a critical role in supporting strong governance, risk management, and operational excellence across the company.
In this role, you will be planning and executing audits, evaluating risks, and partnering with business and technology leaders to strengthen controls and improve processes. You will have exposure to a wide range of technology platforms and corporate functions while helping the organization stay resilient in a rapidly changing environment.
We are open to a range of backgrounds and experiences and value practical knowledge, curiosity, and sound judgment.
Our Audit team provides independent, objective assurance and advisory services designed to add value and improve the organization’s operations. We partner closely with technology, finance, operations, and business leaders to help identify risks, strengthen controls, and support continuous improvement.
We are a collaborative group that values learning, professional growth, and diverse perspectives. Our work offers broad visibility across the organization, exposure to senior leaders, and opportunities to build deep expertise in both technology and corporate audits—all while contributing to a culture of integrity and accountability.
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.
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.
]]>Are you curious about how technology and business processes really work behind the scenes? Do you enjoy asking thoughtful questions and helping organizations operate more effectively and securely? Our IT & Corporate Audit team plays a critical role in supporting strong governance, risk management, and operational excellence across the company.
In this role, you will be planning and executing audits, evaluating risks, and partnering with business and technology leaders to strengthen controls and improve processes. You will have exposure to a wide range of technology platforms and corporate functions while helping the organization stay resilient in a rapidly changing environment.
We are open to a range of backgrounds and experiences and value practical knowledge, curiosity, and sound judgment.
Our Audit team provides independent, objective assurance and advisory services designed to add value and improve the organization’s operations. We partner closely with technology, finance, operations, and business leaders to help identify risks, strengthen controls, and support continuous improvement.
We are a collaborative group that values learning, professional growth, and diverse perspectives. Our work offers broad visibility across the organization, exposure to senior leaders, and opportunities to build deep expertise in both technology and corporate audits—all while contributing to a culture of integrity and accountability.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investments
Is it time to explore new challenges in your career?
With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you'll have the resources at your disposal to succeed on each count.
The Expertise We’re Looking For
Proven Leadership Experience
Previous Management or Leadership Experience in financial services is a plus
Series 7, 63, 9/10 licenses preferred or able to obtain within 120 days
The Purpose of Your Role
The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers.
The Skills You Bring
Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop
Your ability to balance leadership and supervisory responsibilities
Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward
Your experience with regulatory and compliance practices and rules
Your relationship expertise, leading with empathy and enhancing team cohesion
The Support You Receive
We want to ensure your success as you take on this new leadership role and have everything you need beginning day one. New leaders will go through an onboarding program focused on giving leaders the skills needed prior to leading their team and will also receive continued development throughout their leadership career.
Our Investments in You
We believe it is important to approach life holistically. Our benefit programs are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments
The Value You Deliver
Coaching and developing a team of associates to deliver an outstanding experience to our clients
Enabling your team to drive outstanding client service interactions/ results
Helping associates realize their own personal definitions of success
Ability to inspire associates to deliver their best
Partnering with associates to build personalized plans that support their development towards career goals
Protecting the Fidelity brand through active supervision of associate interactions and transactions
Being coachable, collaborative, and curious are your "go to" attributes
We believe in being #Different Together
Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees.
We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
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.
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.
]]>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.
The Expertise We’re Looking For
FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up
Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity
Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!
The Skills You Bring
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.
Please note this role requires in-person attendance in the assigned Branch location.
Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
]]>Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Director, Testing and Reporting Services (TRS) position is responsible for leading a TRS production team that is dedicated to outstanding client service and operational excellence in support of annual compliance activities for Workplace Investing (WI) defined contribution plans. TRS supports all markets across Fidelity's DC business and partners closely with Client Relationship Management and Client Service Managers and Administrators to help plan administrators comply with plan-year ERISA and DOL rules and regulations.
The Expertise You Have
The Skills You Bring
The Value You Deliver
The Team
Testing and Reporting Services (TRS) provides annual reporting and other services to more than 25,000 plan sponsors at Fidelity Investments. TRS’ services span several work streams: Plan Year End Summary (PYES), Form 5500, Employer Calculations and Additional Testing (ECATs), Nondiscrimination Testing (NDT), and Customer Service. TRS produces more than 125,000 annual reporting campaigns which are provided electronically via our highly secure client portal – Plan Sponsor Webstation (PSW). This suite of reporting is the underpinning for our plan sponsor’s annual compliance related activity. Services we provide are provided to clients’ auditors and to governmental agencies such as the Department of Labor (DOL) or Internal Revenue Service (IRS). Our team manages Service Level Agreements and regulatory deadlines that must be met in order to avoid penalties and to maintain client satisfaction.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Director, Testing and Reporting Services (TRS) position is responsible for leading a TRS production team that is dedicated to outstanding client service and operational excellence in support of annual compliance activities for Workplace Investing (WI) defined contribution plans. TRS supports all markets across Fidelity's DC business and partners closely with Client Relationship Management and Client Service Managers and Administrators to help plan administrators comply with plan-year ERISA and DOL rules and regulations.
The Expertise You Have
The Skills You Bring
The Value You Deliver
The Team
Testing and Reporting Services (TRS) provides annual reporting and other services to more than 25,000 plan sponsors at Fidelity Investments. TRS’ services span several work streams: Plan Year End Summary (PYES), Form 5500, Employer Calculations and Additional Testing (ECATs), Nondiscrimination Testing (NDT), and Customer Service. TRS produces more than 125,000 annual reporting campaigns which are provided electronically via our highly secure client portal – Plan Sponsor Webstation (PSW). This suite of reporting is the underpinning for our plan sponsor’s annual compliance related activity. Services we provide are provided to clients’ auditors and to governmental agencies such as the Department of Labor (DOL) or Internal Revenue Service (IRS). Our team manages Service Level Agreements and regulatory deadlines that must be met in order to avoid penalties and to maintain client satisfaction.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
A DC Data Exchange Consultant works with Plan Sponsors and HR/PR vendors as they transition ongoing interface feeds containing financial and participant data for defined contributions plans transitioning to Fidelity. Your expertise and strategic approach is what allows you to meet client demands.
The Expertise and Skills You Bring
This position requires a minimum of 2 years’ experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above. A detailed understanding of Fidelity and its products and services is preferred.
Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events.
Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.
A solid understanding of Fidelity proprietary systems such as FPRS, FocusPoint, TSO, PPMC and PSW.
Strong presentation, consulting, and negotiating skills.
Strong analytical, problem-solving, problem identification skills.
Strong organizational/time management skills, auditing skills.
Bachelor’s degree preferred.
Work to clarify data requirements: provide appropriate specifications, coordinate delivery of required systems configuration, and coordinate the establishment of systems interfaces.
Work with client (and payroll vendors as required) and internal partners to establish EDT links, PSW, and any other electronic data communication requirements. Work with internal partners and systems groups at client/payroll vendor to determine fit, discuss functionality, test connections and install into production.
Document the payroll specifications for the client/payroll vendor and ongoing service team.
Coordinate the payroll testing process with systems, review output with client/payroll vendor, and recommend changes.
Troubleshoot and assist in resolution of exception processing around technology gaps. Document agreed upon process.
Monitor payroll conversion schedule throughout the payroll conversion process. Manage to agreed upon deliverable dates and timetables.
Establish and test the loan and deferral feedback files and update the client on findings.
Coordinate creation of customized test loan and deferral feedback files for clients.
Manage the indicative data clean up effort with client or payroll vendor.
The Team
As part of the Implementation Team, the DEC will participate in the discovery process with the Client, Prior Recordkeeper, and Prior HR and Payroll vendor to collect all requirements vital to complete the Implementation or Corporate Action Project. We strive to provide outstanding execution and service throughout the project life cycle.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
A DC Data Exchange Consultant works with Plan Sponsors and HR/PR vendors as they transition ongoing interface feeds containing financial and participant data for defined contributions plans transitioning to Fidelity. Your expertise and strategic approach is what allows you to meet client demands.
The Expertise and Skills You Bring
This position requires a minimum of 2 years’ experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above. A detailed understanding of Fidelity and its products and services is preferred.
Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events.
Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.
A solid understanding of Fidelity proprietary systems such as FPRS, FocusPoint, TSO, PPMC and PSW.
Strong presentation, consulting, and negotiating skills.
Strong analytical, problem-solving, problem identification skills.
Strong organizational/time management skills, auditing skills.
Bachelor’s degree preferred.
Work to clarify data requirements: provide appropriate specifications, coordinate delivery of required systems configuration, and coordinate the establishment of systems interfaces.
Work with client (and payroll vendors as required) and internal partners to establish EDT links, PSW, and any other electronic data communication requirements. Work with internal partners and systems groups at client/payroll vendor to determine fit, discuss functionality, test connections and install into production.
Document the payroll specifications for the client/payroll vendor and ongoing service team.
Coordinate the payroll testing process with systems, review output with client/payroll vendor, and recommend changes.
Troubleshoot and assist in resolution of exception processing around technology gaps. Document agreed upon process.
Monitor payroll conversion schedule throughout the payroll conversion process. Manage to agreed upon deliverable dates and timetables.
Establish and test the loan and deferral feedback files and update the client on findings.
Coordinate creation of customized test loan and deferral feedback files for clients.
Manage the indicative data clean up effort with client or payroll vendor.
The Team
As part of the Implementation Team, the DEC will participate in the discovery process with the Client, Prior Recordkeeper, and Prior HR and Payroll vendor to collect all requirements vital to complete the Implementation or Corporate Action Project. We strive to provide outstanding execution and service throughout the project life cycle.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
A DC Data Exchange Consultant works with Plan Sponsors and HR/PR vendors as they transition ongoing interface feeds containing financial and participant data for defined contributions plans transitioning to Fidelity. Your expertise and strategic approach is what allows you to meet client demands.
The Expertise and Skills You Bring
This position requires a minimum of 2 years’ experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above. A detailed understanding of Fidelity and its products and services is preferred.
Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events.
Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.
A solid understanding of Fidelity proprietary systems such as FPRS, FocusPoint, TSO, PPMC and PSW.
Strong presentation, consulting, and negotiating skills.
Strong analytical, problem-solving, problem identification skills.
Strong organizational/time management skills, auditing skills.
Bachelor’s degree preferred.
Work to clarify data requirements: provide appropriate specifications, coordinate delivery of required systems configuration, and coordinate the establishment of systems interfaces.
Work with client (and payroll vendors as required) and internal partners to establish EDT links, PSW, and any other electronic data communication requirements. Work with internal partners and systems groups at client/payroll vendor to determine fit, discuss functionality, test connections and install into production.
Document the payroll specifications for the client/payroll vendor and ongoing service team.
Coordinate the payroll testing process with systems, review output with client/payroll vendor, and recommend changes.
Troubleshoot and assist in resolution of exception processing around technology gaps. Document agreed upon process.
Monitor payroll conversion schedule throughout the payroll conversion process. Manage to agreed upon deliverable dates and timetables.
Establish and test the loan and deferral feedback files and update the client on findings.
Coordinate creation of customized test loan and deferral feedback files for clients.
Manage the indicative data clean up effort with client or payroll vendor.
The Team
As part of the Implementation Team, the DEC will participate in the discovery process with the Client, Prior Recordkeeper, and Prior HR and Payroll vendor to collect all requirements vital to complete the Implementation or Corporate Action Project. We strive to provide outstanding execution and service throughout the project life cycle.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
A DC Data Exchange Consultant works with Plan Sponsors and HR/PR vendors as they transition ongoing interface feeds containing financial and participant data for defined contributions plans transitioning to Fidelity. Your expertise and strategic approach is what allows you to meet client demands.
The Expertise and Skills You Bring
This position requires a minimum of 2 years’ experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above. A detailed understanding of Fidelity and its products and services is preferred.
Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events.
Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.
A solid understanding of Fidelity proprietary systems such as FPRS, FocusPoint, TSO, PPMC and PSW.
Strong presentation, consulting, and negotiating skills.
Strong analytical, problem-solving, problem identification skills.
Strong organizational/time management skills, auditing skills.
Bachelor’s degree preferred.
Work to clarify data requirements: provide appropriate specifications, coordinate delivery of required systems configuration, and coordinate the establishment of systems interfaces.
Work with client (and payroll vendors as required) and internal partners to establish EDT links, PSW, and any other electronic data communication requirements. Work with internal partners and systems groups at client/payroll vendor to determine fit, discuss functionality, test connections and install into production.
Document the payroll specifications for the client/payroll vendor and ongoing service team.
Coordinate the payroll testing process with systems, review output with client/payroll vendor, and recommend changes.
Troubleshoot and assist in resolution of exception processing around technology gaps. Document agreed upon process.
Monitor payroll conversion schedule throughout the payroll conversion process. Manage to agreed upon deliverable dates and timetables.
Establish and test the loan and deferral feedback files and update the client on findings.
Coordinate creation of customized test loan and deferral feedback files for clients.
Manage the indicative data clean up effort with client or payroll vendor.
The Team
As part of the Implementation Team, the DEC will participate in the discovery process with the Client, Prior Recordkeeper, and Prior HR and Payroll vendor to collect all requirements vital to complete the Implementation or Corporate Action Project. We strive to provide outstanding execution and service throughout the project life cycle.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
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.
Note: Fidelity is not providing immigration sponsorship for this position.
Job Title: Principal Network Engineer – Network Segmentation
Role Summary
We are seeking an experienced Network Engineer to support a data center network segmentation initiative focused on implementing micro segmentation and Zero Trust architecture. The role involves designing, deploying, and optimizing segmentation policies using Segmentation platforms. You will be part of the team that leads the strategic shift from traditional flat networks to highly secure, micro-segmented environments across on-premises data centers, global offices, and multi-cloud infrastructure.
You will work closely with security, infrastructure, and application teams to improve east-west traffic visibility, reduce attack surface, and enforce least-privilege communication.
Location
Westlake, Texas (Onsite)
Key Responsibilities
Design and Architecture
Implementation
Traffic Analysis and Policy Creation
Operations and Optimization
Collaboration
Qualifications and Skills
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
Welcome to our team of administrative support for the Retail Brokerage Business. In this role, you will provide top-tier administrative support to the Head of Strategy and Planning.
The role requires excellent communications skills and the ability to prioritize tasks as you serve as a focal point of a multifaceted, fast-paced organization working closely with senior business and strategy leaders across the enterprise. As a key member of the Strategy and Planning team, you will influence the outcomes of the team by assisting with key meetings, events, programs, and serving as a critical point of contact and coordinator with large-scale efforts. Bringing strong relationship management skills, you will help coordinate critical leadership and business management routines across the brokerage organization as well as act as an integrator with efforts that span strategy and planning teams across the enterprise as well as across the brokerage business groups.
In addition to above, this administrative leader will play an essential part in helping continue to refine the foundational business operations that were established when Brokerage became a new business unit just two years ago.
The Expertise and Skills You Bring
The Team
The administrative staff at Fidelity plays a vital role in the company's success, and individuals serving in these positions are recognized and valued by their colleagues as key members of their group, department, or organizational team. You work directly with, and provide support to, management at all levels of the company and frequently deal directly with business partners as well.
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.
As the SVP, Head of AI Architecture, you will serve as a strategic leader responsible for defining and implementing enterprise-wide core and common AI architecture and strategy. This high-impact role bridges innovative AI research with practical, scalable solutions, ensuring all AI initiatives align with Fidelity’s strategic enterprise objectives and ethical standards. In close partnership with the peer Head of AI/ML Technology to drive prioritized AI initiatives across the organization. Oversee core AI Architecture from initial design through production deployment and governance, spearheading and enforcing rigorous practices and controls to maintain consistency and reliability. Take a key leadership role in the strategic evaluation and integration of cutting-edge AI and machine learning technologies into Fidelity’s architectural roadmap, solidifying the organization’s position as a leader in AI innovation and scalable solutions.
This position reports directly to the SVP & CIO, Global Head of Enterprise Data and AI. The preferred locations for this role are Boston, MA; Westlake, TX; or Durham, NC, though flexibility will be considered for highly qualified candidates.
Your responsibilities include:
Strategic Vision & Planning: Define the strategic vision and roadmap for AI architecture practice across the enterprise, identifying high-impact opportunities for AI adoption.
Architecture Design & Implementation: Lead the design and development of robust, scalable, and secure AI architectures, and integration with existing IT infrastructure.
Technical Leadership: Serve as the top technical leader for AI architecture, guiding the selection of appropriate platforms, frameworks, and cloud technologies.
Team Leadership & Mentorship: Build, lead, and mentor a multidisciplinary team of Architects fostering a culture of innovation and best practices.
Cross-functional Collaboration: Collaborate with architects from various functional domains, executive leadership, engineers, security specialists, and business stakeholders to provide direction for AI solutions and articulate complex technical concepts effectively to non-technical audiences.
Innovation & R&D: Stay abreast of emerging AI advancements, such as Generative AI, agentic workflows, and drive innovation through prototyping and validating new technologies.
The Expertise and Skills You Bring
A Master's or Ph.D. in Computer Science, Artificial Intelligence, or a related STEM field is required.
15 + years of general experience and 10+ years of experience in AI/ML, data science, or software architecture, with proven experience in deploying enterprise-grade AI solutions into production environments.
Deep understanding of AI/ML concepts, algorithms, frameworks, and programming languages. Experience with cloud computing and MLOps tools is essential.
Proven expertise in LLMs (OpenAI, LLaMA, Claude, Gemini), RAG, agent frameworks (LangChain, LangGraph), fine-tuning (LoRA, QLoRA, PEFT), and prompt management.
Strong understanding of security implications related to AI/ML systems (e.g., data privacy, model poisoning, adversarial attacks).
Familiarity with various Hyperscaler tools and services is a plus.
Ability to drive organizational change by embedding AI/ML architecture practices directly into core technology delivery teams.
Experience with major cloud platforms such as Snowflake and AWS (or other public cloud).
Strong executive communication & leadership presence, engaging with executive leadership (C-Suite) are required to frequently participate in core initiatives and has broad exposure to executive leadership.
Consistent record of operations collaboration and delivery with the ability to build key relationships and influence partners on enterprise objectives.
Ability to challenge the status quo and facilitate the exchange and creation of ideas to address business challenges and improve performance.
Excellent talent skills and agile operating model experience with ability to develop impactful teams by setting clear goals and holding self and others accountable to standards of excellence.
The Team
You will serve as a senior leader within the Enterprise Technology team, reporting to the Global Head of Enterprise Data and AI function. In this role, you will collaborate with various Business Units, CIOs, Enterprise Architecture, Cybersecurity, Enterprise Analytics Platform, and AI/ML Solutions teams to drive meaningful impact and foster innovation across the $16+ trillion global financial ecosystems.
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.
As the SVP, Head of AI Architecture, you will serve as a strategic leader responsible for defining and implementing enterprise-wide core and common AI architecture and strategy. This high-impact role bridges innovative AI research with practical, scalable solutions, ensuring all AI initiatives align with Fidelity’s strategic enterprise objectives and ethical standards. In close partnership with the peer Head of AI/ML Technology to drive prioritized AI initiatives across the organization. Oversee core AI Architecture from initial design through production deployment and governance, spearheading and enforcing rigorous practices and controls to maintain consistency and reliability. Take a key leadership role in the strategic evaluation and integration of cutting-edge AI and machine learning technologies into Fidelity’s architectural roadmap, solidifying the organization’s position as a leader in AI innovation and scalable solutions.
This position reports directly to the SVP & CIO, Global Head of Enterprise Data and AI. The preferred locations for this role are Boston, MA; Westlake, TX; or Durham, NC, though flexibility will be considered for highly qualified candidates.
Your responsibilities include:
Strategic Vision & Planning: Define the strategic vision and roadmap for AI architecture practice across the enterprise, identifying high-impact opportunities for AI adoption.
Architecture Design & Implementation: Lead the design and development of robust, scalable, and secure AI architectures, and integration with existing IT infrastructure.
Technical Leadership: Serve as the top technical leader for AI architecture, guiding the selection of appropriate platforms, frameworks, and cloud technologies.
Team Leadership & Mentorship: Build, lead, and mentor a multidisciplinary team of Architects fostering a culture of innovation and best practices.
Cross-functional Collaboration: Collaborate with architects from various functional domains, executive leadership, engineers, security specialists, and business stakeholders to provide direction for AI solutions and articulate complex technical concepts effectively to non-technical audiences.
Innovation & R&D: Stay abreast of emerging AI advancements, such as Generative AI, agentic workflows, and drive innovation through prototyping and validating new technologies.
The Expertise and Skills You Bring
A Master's or Ph.D. in Computer Science, Artificial Intelligence, or a related STEM field is required.
15 + years of general experience and 10+ years of experience in AI/ML, data science, or software architecture, with proven experience in deploying enterprise-grade AI solutions into production environments.
Deep understanding of AI/ML concepts, algorithms, frameworks, and programming languages. Experience with cloud computing and MLOps tools is essential.
Proven expertise in LLMs (OpenAI, LLaMA, Claude, Gemini), RAG, agent frameworks (LangChain, LangGraph), fine-tuning (LoRA, QLoRA, PEFT), and prompt management.
Strong understanding of security implications related to AI/ML systems (e.g., data privacy, model poisoning, adversarial attacks).
Familiarity with various Hyperscaler tools and services is a plus.
Ability to drive organizational change by embedding AI/ML architecture practices directly into core technology delivery teams.
Experience with major cloud platforms such as Snowflake and AWS (or other public cloud).
Strong executive communication & leadership presence, engaging with executive leadership (C-Suite) are required to frequently participate in core initiatives and has broad exposure to executive leadership.
Consistent record of operations collaboration and delivery with the ability to build key relationships and influence partners on enterprise objectives.
Ability to challenge the status quo and facilitate the exchange and creation of ideas to address business challenges and improve performance.
Excellent talent skills and agile operating model experience with ability to develop impactful teams by setting clear goals and holding self and others accountable to standards of excellence.
The Team
You will serve as a senior leader within the Enterprise Technology team, reporting to the Global Head of Enterprise Data and AI function. In this role, you will collaborate with various Business Units, CIOs, Enterprise Architecture, Cybersecurity, Enterprise Analytics Platform, and AI/ML Solutions teams to drive meaningful impact and foster innovation across the $16+ trillion global financial ecosystems.
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.
As the SVP, Head of AI Architecture, you will serve as a strategic leader responsible for defining and implementing enterprise-wide core and common AI architecture and strategy. This high-impact role bridges innovative AI research with practical, scalable solutions, ensuring all AI initiatives align with Fidelity’s strategic enterprise objectives and ethical standards. In close partnership with the peer Head of AI/ML Technology to drive prioritized AI initiatives across the organization. Oversee core AI Architecture from initial design through production deployment and governance, spearheading and enforcing rigorous practices and controls to maintain consistency and reliability. Take a key leadership role in the strategic evaluation and integration of cutting-edge AI and machine learning technologies into Fidelity’s architectural roadmap, solidifying the organization’s position as a leader in AI innovation and scalable solutions.
This position reports directly to the SVP & CIO, Global Head of Enterprise Data and AI. The preferred locations for this role are Boston, MA; Westlake, TX; or Durham, NC, though flexibility will be considered for highly qualified candidates.
Your responsibilities include:
Strategic Vision & Planning: Define the strategic vision and roadmap for AI architecture practice across the enterprise, identifying high-impact opportunities for AI adoption.
Architecture Design & Implementation: Lead the design and development of robust, scalable, and secure AI architectures, and integration with existing IT infrastructure.
Technical Leadership: Serve as the top technical leader for AI architecture, guiding the selection of appropriate platforms, frameworks, and cloud technologies.
Team Leadership & Mentorship: Build, lead, and mentor a multidisciplinary team of Architects fostering a culture of innovation and best practices.
Cross-functional Collaboration: Collaborate with architects from various functional domains, executive leadership, engineers, security specialists, and business stakeholders to provide direction for AI solutions and articulate complex technical concepts effectively to non-technical audiences.
Innovation & R&D: Stay abreast of emerging AI advancements, such as Generative AI, agentic workflows, and drive innovation through prototyping and validating new technologies.
The Expertise and Skills You Bring
A Master's or Ph.D. in Computer Science, Artificial Intelligence, or a related STEM field is required.
15 + years of general experience and 10+ years of experience in AI/ML, data science, or software architecture, with proven experience in deploying enterprise-grade AI solutions into production environments.
Deep understanding of AI/ML concepts, algorithms, frameworks, and programming languages. Experience with cloud computing and MLOps tools is essential.
Proven expertise in LLMs (OpenAI, LLaMA, Claude, Gemini), RAG, agent frameworks (LangChain, LangGraph), fine-tuning (LoRA, QLoRA, PEFT), and prompt management.
Strong understanding of security implications related to AI/ML systems (e.g., data privacy, model poisoning, adversarial attacks).
Familiarity with various Hyperscaler tools and services is a plus.
Ability to drive organizational change by embedding AI/ML architecture practices directly into core technology delivery teams.
Experience with major cloud platforms such as Snowflake and AWS (or other public cloud).
Strong executive communication & leadership presence, engaging with executive leadership (C-Suite) are required to frequently participate in core initiatives and has broad exposure to executive leadership.
Consistent record of operations collaboration and delivery with the ability to build key relationships and influence partners on enterprise objectives.
Ability to challenge the status quo and facilitate the exchange and creation of ideas to address business challenges and improve performance.
Excellent talent skills and agile operating model experience with ability to develop impactful teams by setting clear goals and holding self and others accountable to standards of excellence.
The Team
You will serve as a senior leader within the Enterprise Technology team, reporting to the Global Head of Enterprise Data and AI function. In this role, you will collaborate with various Business Units, CIOs, Enterprise Architecture, Cybersecurity, Enterprise Analytics Platform, and AI/ML Solutions teams to drive meaningful impact and foster innovation across the $16+ trillion global financial ecosystems.
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.
Job Title IT Audit Senior Manager
The Role
Are you looking for a position to grow your technology skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the financial services and technology industries? 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 IT Audit Senior Manager, 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/MS in Technology, Information Systems, Cybersecurity, or related field of study.
Manage and perform data driven risk-based audit assessments of key systems and applications, drafting audit reports, and liaising with and reporting to senior executives on audit results and corrective actions.
7-12 years of experience in performing and leading complex information technology audits, preferably financial services.
Fostering high performance, continuous learning, and collaborative interactions with less experienced technology auditors.
Ability to work simultaneously on multiple tasks and lead team priorities and workload.
Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus.
Expert knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems.
Knowledge of financial services and/or relevant technologies supporting financial services operations (e.g. brokerage, regulatory transfer agency, financial statements etc.) preferred
Ability to independently perform hands-on IT general controls testing across many of these areas.
Expert knowledge of authentication, authorization, and credential management.
Understanding of artificial intelligence, machine learning, LLM, data science and Robotic Process Automation.
Expert knowledge of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities.
Strong technical problem solving and data analytical skills. Scripting (Python, PowerShell) and automation experience would be a plus.
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.
Curiosity and hunger to learn.
Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.).
The Team
The IT Audit Senior Manager will be responsible for performing complex technology and/or business-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 technology and end-to-end related processes, highlighting risks and controls embedded throughout the function.
Leverages audit automation tools in the evaluation of business operations and systems.
Performs and reviews 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.
Drafts 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.
Coaches and mentors Analysts, Senior Analysts and Managers on the team.
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.
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.
Job Title IT Audit Senior Manager
The Role
Are you looking for a position to grow your technology skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the financial services and technology industries? 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 IT Audit Senior Manager, 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/MS in Technology, Information Systems, Cybersecurity, or related field of study.
Manage and perform data driven risk-based audit assessments of key systems and applications, drafting audit reports, and liaising with and reporting to senior executives on audit results and corrective actions.
7-12 years of experience in performing and leading complex information technology audits, preferably financial services.
Fostering high performance, continuous learning, and collaborative interactions with less experienced technology auditors.
Ability to work simultaneously on multiple tasks and lead team priorities and workload.
Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus.
Expert knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems.
Knowledge of financial services and/or relevant technologies supporting financial services operations (e.g. brokerage, regulatory transfer agency, financial statements etc.) preferred
Ability to independently perform hands-on IT general controls testing across many of these areas.
Expert knowledge of authentication, authorization, and credential management.
Understanding of artificial intelligence, machine learning, LLM, data science and Robotic Process Automation.
Expert knowledge of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities.
Strong technical problem solving and data analytical skills. Scripting (Python, PowerShell) and automation experience would be a plus.
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.
Curiosity and hunger to learn.
Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.).
The Team
The IT Audit Senior Manager will be responsible for performing complex technology and/or business-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 technology and end-to-end related processes, highlighting risks and controls embedded throughout the function.
Leverages audit automation tools in the evaluation of business operations and systems.
Performs and reviews 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.
Drafts 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.
Coaches and mentors Analysts, Senior Analysts and Managers on the team.
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.
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.
Job Title IT Audit Senior Manager
The Role
Are you looking for a position to grow your technology skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the financial services and technology industries? 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 IT Audit Senior Manager, 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/MS in Technology, Information Systems, Cybersecurity, or related field of study.
Manage and perform data driven risk-based audit assessments of key systems and applications, drafting audit reports, and liaising with and reporting to senior executives on audit results and corrective actions.
7-12 years of experience in performing and leading complex information technology audits, preferably financial services.
Fostering high performance, continuous learning, and collaborative interactions with less experienced technology auditors.
Ability to work simultaneously on multiple tasks and lead team priorities and workload.
Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus.
Expert knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems.
Knowledge of financial services and/or relevant technologies supporting financial services operations (e.g. brokerage, regulatory transfer agency, financial statements etc.) preferred
Ability to independently perform hands-on IT general controls testing across many of these areas.
Expert knowledge of authentication, authorization, and credential management.
Understanding of artificial intelligence, machine learning, LLM, data science and Robotic Process Automation.
Expert knowledge of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities.
Strong technical problem solving and data analytical skills. Scripting (Python, PowerShell) and automation experience would be a plus.
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.
Curiosity and hunger to learn.
Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.).
The Team
The IT Audit Senior Manager will be responsible for performing complex technology and/or business-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 technology and end-to-end related processes, highlighting risks and controls embedded throughout the function.
Leverages audit automation tools in the evaluation of business operations and systems.
Performs and reviews 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.
Drafts 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.
Coaches and mentors Analysts, Senior Analysts and Managers on the team.
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.
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.
Note: Fidelity will not provide immigration sponsorship for this position
Principal DDI and Automation Network Engineer
The Role
The DDI Engineer will be responsible for the overall infrastructure that consists of Infoblox and ISC Bind. Fidelity has on-prem and CSP based infrastructure that the DDI engineering team supports and is expected to develop skills to build automation that will result in less manual efforts. This position will require a disciplined approach towards ITSM methodologies ensuring the delivery of information technology services to meet the needs of the business community.
The Expertise You Have and The Skills You Bring
Senior level automation experience using Python and Ansible Tower.
Configuring and supporting DNS infrastructure in the cloud and hybrid environments.
Able to build and deploy new automation solutions and troubleshooting existing automation.
A minimum of 4-6 years of network and DDI experience.
Experience in Infoblox and DNS.
Ability to mentor and help develop engineering team in automation.
Ability to develop and deploy DDI automation.
Extensive knowledge of TCP/IP, including application knowledge.
Experience with Linux and scripting.
Experienced in change management best practices.
Enterprise Security Policy knowledge and standard methodologies.
Skilled verbally and with presenting to senior team members on strategic idea innovations.
Ability to work in a team environment.
Network Certifications a plus but not required.
SNOW development experience a plus.
Strong desire to learn DDI and become a DDI SME.
Manage and Design Fidelity DDI infrastructure, on-prem and at CSPs.
Team automation SME.
Resolve complex issues related to DDI environments (on-call rotation).
Documentation of complex technologies and topologies based on security-based practices.
Management of life cycle for various technologies within the space (includes vendor management).
Work closely with all EI divisions to ensure 24x7 availability Network Services.
Assisting in troubleshooting network issues.
Member of 3rd level engineering critical issue on-call rotation.
The Team
Data Center and Network Services (DCNS) is dedicated to the overall global network engineering and support for Fidelity Investments within Enterprise Infrastructure. The DDI Engineering team, within DCNS, is primarily responsible for all Fidelity DDI Infrastructure.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
Principal DDI and Automation Network Engineer
The Role
The DDI Engineer will be responsible for the overall infrastructure that consists of Infoblox and ISC Bind. Fidelity has on-prem and CSP based infrastructure that the DDI engineering team supports and is expected to develop skills to build automation that will result in less manual efforts. This position will require a disciplined approach towards ITSM methodologies ensuring the delivery of information technology services to meet the needs of the business community.
The Expertise You Have and The Skills You Bring
Senior level automation experience using Python and Ansible Tower.
Configuring and supporting DNS infrastructure in the cloud and hybrid environments.
Able to build and deploy new automation solutions and troubleshooting existing automation.
A minimum of 4-6 years of network and DDI experience.
Experience in Infoblox and DNS.
Ability to mentor and help develop engineering team in automation.
Ability to develop and deploy DDI automation.
Extensive knowledge of TCP/IP, including application knowledge.
Experience with Linux and scripting.
Experienced in change management best practices.
Enterprise Security Policy knowledge and standard methodologies.
Skilled verbally and with presenting to senior team members on strategic idea innovations.
Ability to work in a team environment.
Network Certifications a plus but not required.
SNOW development experience a plus.
Strong desire to learn DDI and become a DDI SME.
Manage and Design Fidelity DDI infrastructure, on-prem and at CSPs.
Team automation SME.
Resolve complex issues related to DDI environments (on-call rotation).
Documentation of complex technologies and topologies based on security-based practices.
Management of life cycle for various technologies within the space (includes vendor management).
Work closely with all EI divisions to ensure 24x7 availability Network Services.
Assisting in troubleshooting network issues.
Member of 3rd level engineering critical issue on-call rotation.
The Team
Data Center and Network Services (DCNS) is dedicated to the overall global network engineering and support for Fidelity Investments within Enterprise Infrastructure. The DDI Engineering team, within DCNS, is primarily responsible for all Fidelity DDI Infrastructure.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
Principal DDI and Automation Network Engineer
The Role
The DDI Engineer will be responsible for the overall infrastructure that consists of Infoblox and ISC Bind. Fidelity has on-prem and CSP based infrastructure that the DDI engineering team supports and is expected to develop skills to build automation that will result in less manual efforts. This position will require a disciplined approach towards ITSM methodologies ensuring the delivery of information technology services to meet the needs of the business community.
The Expertise You Have and The Skills You Bring
Senior level automation experience using Python and Ansible Tower.
Configuring and supporting DNS infrastructure in the cloud and hybrid environments.
Able to build and deploy new automation solutions and troubleshooting existing automation.
A minimum of 4-6 years of network and DDI experience.
Experience in Infoblox and DNS.
Ability to mentor and help develop engineering team in automation.
Ability to develop and deploy DDI automation.
Extensive knowledge of TCP/IP, including application knowledge.
Experience with Linux and scripting.
Experienced in change management best practices.
Enterprise Security Policy knowledge and standard methodologies.
Skilled verbally and with presenting to senior team members on strategic idea innovations.
Ability to work in a team environment.
Network Certifications a plus but not required.
SNOW development experience a plus.
Strong desire to learn DDI and become a DDI SME.
Manage and Design Fidelity DDI infrastructure, on-prem and at CSPs.
Team automation SME.
Resolve complex issues related to DDI environments (on-call rotation).
Documentation of complex technologies and topologies based on security-based practices.
Management of life cycle for various technologies within the space (includes vendor management).
Work closely with all EI divisions to ensure 24x7 availability Network Services.
Assisting in troubleshooting network issues.
Member of 3rd level engineering critical issue on-call rotation.
The Team
Data Center and Network Services (DCNS) is dedicated to the overall global network engineering and support for Fidelity Investments within Enterprise Infrastructure. The DDI Engineering team, within DCNS, is primarily responsible for all Fidelity DDI Infrastructure.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
As a Senior Manager of Regulatory and Policy Oversight for Alternatives and Digital Assets in Asset Management’s Treasurers Office, you will be essential in supporting emerging regulatory requirements, accounting and financial reporting policies for Fidelity’s evolving alternative and digital asset products. This role blends strong regulatory and disclosure knowledge with a progressive perspective on new technologies and investment vehicles.
In this role, you will:
Monitor and analyze regulatory developments on topics related to alternative investments and blockchain-based investment structures and tokenized financial instruments.
Support policy development and implementation concerning alternative investments and digital asset solutions, ensuring adherence to applicable regulations and alignment with industry best practices.
Collaborate across Fidelity, partnering with Fund and Investment Operations, Compliance, Risk, Technology, and Digital Asset Management teams to ensure robust governance and operational controls.
Engage with regulators and industry advocacy groups, contributing to Fidelity’s Regulatory Coordination Program and shaping responses to proposals and rules.
Help oversee third-party service providers and internal teams involved in fund accounting and administration for digital asset products and other alternative investments.
A minimum of 5+ years industry or equivalent experience
Extensive knowledge and understanding of regulatory requirements that govern mutual funds, and alternative investments, including digital asset products
Knowledge of operational risk management, internal controls, and governance processes.
A motivated self-starter with exceptional research, analytical skills and problem-solving skills
Outstanding verbal, written and formal presentations communication skills
A team player with ability to make and effectively communicate decisions
Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities
Certified public accounting certification (CPA) preferred
Note: Fidelity is not providing immigration sponsorship for this position
The Asset Management Treasurers Office provides fiduciary oversight of Fidelity’s funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds’ Boards of Trustees in fulfilling their responsibilities to the Fidelity Funds. In addition to overseeing Fidelity’s existing products, we also actively support Asset Management’s efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation. #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.
The Role
As a Senior Manager of Regulatory and Policy Oversight for Alternatives and Digital Assets in Asset Management’s Treasurers Office, you will be essential in supporting emerging regulatory requirements, accounting and financial reporting policies for Fidelity’s evolving alternative and digital asset products. This role blends strong regulatory and disclosure knowledge with a progressive perspective on new technologies and investment vehicles.
In this role, you will:
Monitor and analyze regulatory developments on topics related to alternative investments and blockchain-based investment structures and tokenized financial instruments.
Support policy development and implementation concerning alternative investments and digital asset solutions, ensuring adherence to applicable regulations and alignment with industry best practices.
Collaborate across Fidelity, partnering with Fund and Investment Operations, Compliance, Risk, Technology, and Digital Asset Management teams to ensure robust governance and operational controls.
Engage with regulators and industry advocacy groups, contributing to Fidelity’s Regulatory Coordination Program and shaping responses to proposals and rules.
Help oversee third-party service providers and internal teams involved in fund accounting and administration for digital asset products and other alternative investments.
A minimum of 5+ years industry or equivalent experience
Extensive knowledge and understanding of regulatory requirements that govern mutual funds, and alternative investments, including digital asset products
Knowledge of operational risk management, internal controls, and governance processes.
A motivated self-starter with exceptional research, analytical skills and problem-solving skills
Outstanding verbal, written and formal presentations communication skills
A team player with ability to make and effectively communicate decisions
Ability to prioritize multiple tasks/initiatives and handle time-sensitive activities
Certified public accounting certification (CPA) preferred
Note: Fidelity is not providing immigration sponsorship for this position
The Asset Management Treasurers Office provides fiduciary oversight of Fidelity’s funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds’ Boards of Trustees in fulfilling their responsibilities to the Fidelity Funds. In addition to overseeing Fidelity’s existing products, we also actively support Asset Management’s efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation. #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.
As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.
The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build 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 planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!
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.
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.
]]>Are you passionate about delivering world-class dining experiences? As the Dining Room Manager for Specialty Dining at Fidelity Investments, you will lead the way in crafting an outstanding atmosphere for our guests! You will be managing reservations, coordinating food and beverage service, and ensuring an outstanding ambiance in our signature venues. Your role is pivotal in providing flawless service that leaves a lasting impression.
Coordinating the daily operations of the front of house team, ensuring smooth and efficient service from breakfasts, lunches, and occasional receptions & dinners.
Handling inventory for front of house sections, making certain they remain sufficiently supplied to support business demands.
Supervising and training the waitstaff team, conducting pre-service briefings, and crafting work schedules to maintain service excellence.
Managing reservations, ensuring accuracy, and communicating dietary restrictions with the culinary team.
Reporting on volume of activity and projections.
You are a dynamic and highly motivated individual who thrives in a fast-paced, organized environment. Your experience in upscale dining settings and your ability to multitask will be essential in this role. You will play a crucial part in our customer-obsessed team, sharing your expertise while working independently with confidence and poise. Your attention to detail and dedication to flawless execution will set you apart.
A high school degree or equivalent experience is required; a college degree is preferred.
Proven experience in an upscale dining environment.
Solid computer skills, including proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
Preferred certifications: ServSafe Food, CPR Training, and TiPS Alcohol Certification.
Note: Fidelity is not providing immigration sponsorship for this position
We are a team that prides itself on delivering outstanding dining experiences to high-level Fidelity executives and external guests. Our collaborative efforts ensure that we provide a welcoming and memorable experience for all, maintaining the highest service standards. We work closely with the Executive Chef and culinary team to accommodate special requests and dietary needs thoughtfully. Our dedication to inclusion and collaboration drives us to achieve excellence in every service!
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Principal Systems Analyst for Non-Interactive Secrets Management is the technical and analytical lead responsible for backlog refinement, requirements, and assisting in delivery of the firm’s non‑interactive secrets platforms. This role translates complex cybersecurity needs into clear requirements, structured user stories, measurable outcomes, and actionable acceptance criteria. With deep expertise in HashiCorp Vault and broader non‑human identity frameworks, including SPIFFE/SPIRE, workload identities, and service authentication patterns, this ensures our platform architecture and onboarding models are robust, secure, and scalable. The analyst drives the earliest and most critical stages of work: discovery, requirements definition, dependency mapping, and bringing clarity to ambiguous, cross-domain challenges.
The Expertise and Skills You Bring
Lead discovery, analysis requirements gathering.
Break large initiatives into well‑defined epics and user stories.
Serve as the team’s primary analytical authority, ensuring requirements are technically sound.
Define functional specifications, workflows, integration requirements, and service consumption models for secrets management.
Partner closely with engineers across the full delivery lifecycle, providing clarity and alignment from design through deployment.
Drive consistent onboarding and service patterns, self‑service enablement, and operational excellence.
Contribute to platform roadmaps, architecture discussions, control patterns, and capability evolution.
Bachelor’s degree in Computer Science, Information Security, Engineering, or related field (Master’s preferred).
Required: 5 years’ experience in systems and technical analysis
Strong expertise in HashiCorp Vault and non‑interactive secrets workflows (policies, auth methods, KV, Transit, dynamic secrets, integrations).
Advanced analytical and problem‑solving skills with the ability to decompose complex, multi‑domain problems into clear, actionable components.
Proven experience writing high-quality user stories, acceptance criteria, requirements documents, and systems/process specifications.
Excellent communication and facilitation skills, capable of driving alignment across engineering, product, and business stakeholders.
Strong understanding of cloud infrastructure and identity (AWS IAM roles/policies, Azure Managed Identities, Kubernetes workload identities, service mesh patterns).
Knowledge of non-human identity and workload identity technologies such as SPIFFE/SPIRE, cloud workload identities, X.509/SVID issuance, and service authentication 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.
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.
]]>Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
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.
]]>As a Senior Manager, Data Analytics & Insights, you will play a meaningful role in delivering high-quality, impactful analytics and insights to Talent, HR and business leaders.. You will lead efforts to transform candidate, associate, and operational data into actionable insights that inform strategic decision-making across Talent Acquisition, Talent Management, and Talent Learning and Development.
Leveraging tools such as Alteryx, SQL, and data visualization platforms – Tableau/Power BI, you will design and implement data workflows, models, and dashboards that make talent data accessible, interpretable, and impactful. You will also support workforce data initiatives, ensuring analytics solutions are aligned with business needs and delivered efficiently. Your ability to uncover trends, tell compelling data stories, and translate complex analytics into business recommendations will be instrumental in shaping the future of our talent strategy.
Your technical skills will support the business in making data-driven talent decisions. The work you do will allow the analysts to communicate trends, patterns, and predictive information found within talent-related data using various analytical and statistical tools and techniques.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Our team plays a critical role in helping our many stakeholders and business partners get visibility into our candidate and associate base to ensure we use data to driven strategic decision-making and create the best possible talent experience we can. We are a motivated, collaborative team with a strong desire to succeed and make a meaningful impact through data. We get things done while being focused and passionate about delivering value. We are great teammates to one another with a passion to use technology, data, and analytics to support our organizational priorities.
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.
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.
]]>As a Senior Manager, Data Analytics & Insights, you will play a meaningful role in delivering high-quality, impactful analytics and insights to Talent, HR and business leaders.. You will lead efforts to transform candidate, associate, and operational data into actionable insights that inform strategic decision-making across Talent Acquisition, Talent Management, and Talent Learning and Development.
Leveraging tools such as Alteryx, SQL, and data visualization platforms – Tableau/Power BI, you will design and implement data workflows, models, and dashboards that make talent data accessible, interpretable, and impactful. You will also support workforce data initiatives, ensuring analytics solutions are aligned with business needs and delivered efficiently. Your ability to uncover trends, tell compelling data stories, and translate complex analytics into business recommendations will be instrumental in shaping the future of our talent strategy.
Your technical skills will support the business in making data-driven talent decisions. The work you do will allow the analysts to communicate trends, patterns, and predictive information found within talent-related data using various analytical and statistical tools and techniques.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Our team plays a critical role in helping our many stakeholders and business partners get visibility into our candidate and associate base to ensure we use data to driven strategic decision-making and create the best possible talent experience we can. We are a motivated, collaborative team with a strong desire to succeed and make a meaningful impact through data. We get things done while being focused and passionate about delivering value. We are great teammates to one another with a passion to use technology, data, and analytics to support our organizational priorities.
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.
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.
]]>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture 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 Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.
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.
Note: Fidelity will not provide immigration sponsorship for this position
Are you interested in serving the needs of millions of customers by building outstanding backend applications which help deliver experiences in financial planning, investing, and retirement? Our Savings and Lending team is looking for solution-based engineers with a passion for developing easy-to-use, customer focused and capabilities which power Fidelity’s web and mobile experience platforms.
The team builds systems to engineer digital banking solutions that support Fidelity’s large scale digital presence. You will help us craft and develop re-usable Java applications that focus on customer experience needs and optimize quality and deployment practices. We work closely with our business, operations, and systems partners to enable new business capabilities, respond to regulatory changes, modernize technology solutions, and address the complex needs of our customers. You’ll chip in to the entire development lifecycle from concept to deployment as a member of an agile, multi-functional team.
You will have the opportunity to share your technical knowledge to help strengthen our engineering community and further pursue your own learning of new technologies and skills.
We're looking for software engineers that enjoy a reciprocal environment and have a passion for releasing high quality software through iterative software development practices.
Technical Skills
8+ years of demonstrated experience building solutions that use Java 8+, Python 3+, Web application frameworks such as Spring Boot, and RESTful API development.
Strong skills with AWS Toolsets, including but not limited to SQS, Lambda, DynamoDB, RDS, S3, Kinesis, and Cloudformation
Expertise in designing, building, and documenting customer facing RESTful APIs
Strong skills with Data Engineering and ETL processes, leveraging tools such as Spark, or AWS Glue
Strong skills with Container Technologies and Kubernetes
Demonstrable ability to create robust technical designs with a DevOps mindset incorporated. Scalability, resiliency, robustness, maintainability, automation, and observability must be considered.
Demonstrable ability to dive into an existing complex set of applications and systems, understand them, and subsequently make vital changes to them.
Demonstrable ability to read high-level business requirements and translate them into technical tasks.
Strong skills with the full lifecycle of development, from analysis to installed into production.
Strong skills with coordinating testing efforts across multiple teams.
Leadership Skills
Proven experience to own the delivery of complex end-to-end solutions.
Proven experience managing technical programs within a Scrum Agile SDLC environment.
Able to communicate effectively to coordinate efforts, collaborate with other teams and simply explain the constituent parts of complex problems.
Proven experience guiding fellow engineers and upskilling their capabilities.
Ability to dive into complex environments and drive their own understanding of those systems.
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.
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.
]]>Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
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.
]]>Financial Planning Consultant
IMC 1 associates please do not apply to this requisition. Contact your leader if you have any questions regarding your eligibility.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius of the Smithfield RI Regional Center.
Is it time to explore new challenges in your career?
The Financial Planning Consultant delivers proactive, personalized financial planning and integrated financial solutions that help Fidelity Advisory Services (FAS) clients make decisions and progress toward their financial goals. Operating within a team-based, technology-enabled model, Advisors guide clients across key financial priorities such as retirement planning, investment management, development of a holistic portfolio strategy, and supporting broader financial needs using Fidelity’s full suite of planning tools and solutions. Advisors will provide this support to a broad array of clients with varying needs, including onboarding recently enrolled clients, serving clients with complex planning goals, and those with more routine portfolio management needs.
The Expertise We’re Looking For
The role of the Financial Planning Consultant (FPC) is to support and guide Fidelity clients who have a managed portfolio. It is a direct customer contact role in which the FPC will address various aspects of clients’ financial plans, including managed accounts, serving as Advisory Services’ voice to the customer.
The Skills You Bring
The Value You Deliver
How Your Work Impacts the Organization
Fidelity Advisory Services (FAS) is part of the Fidelity Wealth business and delivers team-based, personalized financial planning and advice. With Fidelity’s suite of planning tools and WPO, Advisors provide goal-based advice across all pillars of the WPO in addition to managed account expertise across investing, retirement and life events with planning tools and data-driven insights.
Through FAS, advisors take end-to-end ownership of the advice experience – from discovery through implementation and ongoing progress – helping clients make confident decisions, stay focused on a plan, and adapt as their needs evolve. The model is designed to deliver consistent, high-quality advice at scale, while preserving the personalization and care clients expect from Fidelity.
FPCs operate within a team-based, technology-enabled service model that supports efficient practice management, deeper client engagement, and long-term relationship growth. Fidelity invests in its advisors through industry-leading tools, training, and a culture grounded in inclusion, collaboration, and continuous improvement – ensuring advisors are supported as they deliver meaningful outcomes for the clients.
Our Investments in You
We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people, so our benefit programs are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees.
We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
Learn More: Dynamic Working
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Purpose of Your Role
You will actively contribute to the code base while actively collaborating with multi subject area team members and customers. You’ll use your critical thinking skills to translate storyboards and use cases into applications that give Fidelity a strategic edge.
Strategic Advisors Technology (SAT) is looking for a Principal Software Engineer who has strong understanding of database technologies and experience building enterprise cloud enabled distributed systems. We are looking for individuals who continually strive to advance engineering excellence and technology innovation.
The Expertise We’re Looking For
Expertise writing Oracle SQL and PLSQL code, performing data analysis, data modelling, designing and implementation of data APIs and performance tuning.
Expertise writing and maintaining batch jobs with technologies like ETL/Informatica and Autosys
Understanding of fundamental design principles for building a scalable application
Experience following ATDD (acceptance test driven development) and writing automated tests for database code.
Experience with cloud technologies is a bonus: Snowflake, S3
Interest in writing clean, testable, readable, easily maintainable, and performant code.
Knowledge in mid-tier technologies like Java, messaging technologies, web container and understanding how they interact with data.
Comfortable working in an Agile software delivery environment, with exposure to continuous integration and continuous delivery tools.
Ability to translate storyboards and use cases into applications that give Fidelity a strategic edge with critical thinking and strong problem-solving abilities.
Understanding of CI / CD processes & tools and are passionate about delivering high quality software.
Providing leadership guidance, mentorship to empower team members to their optimum performance levels and career potential.
The Value You Deliver
You will lead design and implementation of software solutions that meet functional and non-functional requirements and that are aligned to the program’s strategic direction.
You will lead application design efforts, participate in design reviews, and code reviews.
Fully engaging in product quality plan efforts, including test case development, design and code reviews and regression testing aiming to automate majority of them.
Contribute to enhancing engineering practice in the areas of ATDD and CI/CD.
Engaging in working with global team of developers in leading standard methodologies for software engineering.
Fidelity Asset Management Technology provides worldwide technology and support to all the Portfolio Management, Research, Trading and Investment Operations functions. Asset Management Technology is an integral partner for Asset Management to deliver innovative, scalable, industry-leading investment tools that enables the business to achieve competitive advantage globally.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Purpose of Your Role
You will actively contribute to the code base while actively collaborating with multi subject area team members and customers. You’ll use your critical thinking skills to translate storyboards and use cases into applications that give Fidelity a strategic edge.
Strategic Advisors Technology (SAT) is looking for a Principal Software Engineer who has strong understanding of database technologies and experience building enterprise cloud enabled distributed systems. We are looking for individuals who continually strive to advance engineering excellence and technology innovation.
The Expertise We’re Looking For
Expertise writing Oracle SQL and PLSQL code, performing data analysis, data modelling, designing and implementation of data APIs and performance tuning.
Expertise writing and maintaining batch jobs with technologies like ETL/Informatica and Autosys
Understanding of fundamental design principles for building a scalable application
Experience following ATDD (acceptance test driven development) and writing automated tests for database code.
Experience with cloud technologies is a bonus: Snowflake, S3
Interest in writing clean, testable, readable, easily maintainable, and performant code.
Knowledge in mid-tier technologies like Java, messaging technologies, web container and understanding how they interact with data.
Comfortable working in an Agile software delivery environment, with exposure to continuous integration and continuous delivery tools.
Ability to translate storyboards and use cases into applications that give Fidelity a strategic edge with critical thinking and strong problem-solving abilities.
Understanding of CI / CD processes & tools and are passionate about delivering high quality software.
Providing leadership guidance, mentorship to empower team members to their optimum performance levels and career potential.
The Value You Deliver
You will lead design and implementation of software solutions that meet functional and non-functional requirements and that are aligned to the program’s strategic direction.
You will lead application design efforts, participate in design reviews, and code reviews.
Fully engaging in product quality plan efforts, including test case development, design and code reviews and regression testing aiming to automate majority of them.
Contribute to enhancing engineering practice in the areas of ATDD and CI/CD.
Engaging in working with global team of developers in leading standard methodologies for software engineering.
Fidelity Asset Management Technology provides worldwide technology and support to all the Portfolio Management, Research, Trading and Investment Operations functions. Asset Management Technology is an integral partner for Asset Management to deliver innovative, scalable, industry-leading investment tools that enables the business to achieve competitive advantage globally.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Purpose of Your Role
You will actively contribute to the code base while actively collaborating with multi subject area team members and customers. You’ll use your critical thinking skills to translate storyboards and use cases into applications that give Fidelity a strategic edge.
Strategic Advisors Technology (SAT) is looking for a Principal Software Engineer who has strong understanding of database technologies and experience building enterprise cloud enabled distributed systems. We are looking for individuals who continually strive to advance engineering excellence and technology innovation.
The Expertise We’re Looking For
Expertise writing Oracle SQL and PLSQL code, performing data analysis, data modelling, designing and implementation of data APIs and performance tuning.
Expertise writing and maintaining batch jobs with technologies like ETL/Informatica and Autosys
Understanding of fundamental design principles for building a scalable application
Experience following ATDD (acceptance test driven development) and writing automated tests for database code.
Experience with cloud technologies is a bonus: Snowflake, S3
Interest in writing clean, testable, readable, easily maintainable, and performant code.
Knowledge in mid-tier technologies like Java, messaging technologies, web container and understanding how they interact with data.
Comfortable working in an Agile software delivery environment, with exposure to continuous integration and continuous delivery tools.
Ability to translate storyboards and use cases into applications that give Fidelity a strategic edge with critical thinking and strong problem-solving abilities.
Understanding of CI / CD processes & tools and are passionate about delivering high quality software.
Providing leadership guidance, mentorship to empower team members to their optimum performance levels and career potential.
The Value You Deliver
You will lead design and implementation of software solutions that meet functional and non-functional requirements and that are aligned to the program’s strategic direction.
You will lead application design efforts, participate in design reviews, and code reviews.
Fully engaging in product quality plan efforts, including test case development, design and code reviews and regression testing aiming to automate majority of them.
Contribute to enhancing engineering practice in the areas of ATDD and CI/CD.
Engaging in working with global team of developers in leading standard methodologies for software engineering.
Fidelity Asset Management Technology provides worldwide technology and support to all the Portfolio Management, Research, Trading and Investment Operations functions. Asset Management Technology is an integral partner for Asset Management to deliver innovative, scalable, industry-leading investment tools that enables the business to achieve competitive advantage globally.
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.
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.
]]>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our Smithfield site. We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.
What to expect…
As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
The Skills You Bring
The Value You Deliver
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am – Midnight EST
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Overland Park
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Overland Park
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Overland Park
As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Charlotte, Huntersville, Ballantyne
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Charlotte Metro area! While you will work from home, you must reside near the Greater Charlotte area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Charlotte, Huntersville, Ballantyne
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Charlotte Metro area! While you will work from home, you must reside near the Greater Charlotte area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Charlotte, Huntersville, Ballantyne
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Charlotte Metro area! While you will work from home, you must reside near the Greater Charlotte area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
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.
]]>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Sacramento, Folsom, Roseville
As a Client Support Specialist, you will be an integral part of a fast-paced, tem oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Sacramento, Folsom, Roseville
As a Client Support Specialist, you will be an integral part of a fast-paced, tem oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Sacramento, Folsom, Roseville
As a Client Support Specialist, you will be an integral part of a fast-paced, tem oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
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.
Planning and Advice Associate
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.
As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations.
Guide clients using Fidelity’s planning tools, research, and investment solutions.
Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments.
Introduce customers to appropriate business partners and set targeted planning appointments to help people create their path to financial well-being.
Discuss market trends, investment concepts, and financial planning strategies.
Manage and prioritize your day using Salesforce and internal systems.
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
Paid support to obtain SIE, Series 7, and Series 66.
Tuition reimbursement available for future credentials.
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
Click here for a local news story about how we are helping our
employee’s payback their student loan debt (opens in a new tab)
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.
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.
]]>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture 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 We’re Looking For
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
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 find success in a dynamic, deadline driven, and detailed compliance environment
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
The Purpose of Your Role
The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.
The Skills You Bring
You are able to facilitate setting targeted appointments that improve engagement with clients
You are client oriented and bring great perspective on financial planning
You have a vested interest in being an advocate for your clients
You are professional with a polished communication style compatible with high net worth clientele
Being coachable, collaborative, and curious are your "go to" attributes
Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
You are key to the Fidelity relationship strategy
Deepening client relationships through long term mentorship
Collaborating with the Relationship Manager team company wide
Being responsible for the client contact strategy
Building long-lasting meaningful relationships with clients
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The Institutional Brokerage Database Services Center of Excellence (COE) COE is seeking a highly capable and motivated Director of Database Engineering and Administration to lead the design and delivery of database engineering solutions for mission-critical platforms.
This role offers an excellent opportunity to work with leading database technologies, including Oracle, PostgreSQL, CockroachDB, SingleStore, NoSQL, and Snowflake. It is ideal for building and applying end-to-end database service expertise, with a strong emphasis on application database administration and solution design. The position requires a creative mindset and a strong sense of ownership for assigned problems and requests, while providing significant exposure to cutting-edge technologies across the broader database landscape.
The Institutional Brokerage Database Services Center of Excellence (COE), delivers business-facing database solutions that cover the full application and business lifecycle of data platforms, including database design, solution engineering, database engineering, application-data-database integration, replication, performance consulting, deployment, and support, using world-class methodologies and technologies. The team provides end-to-end database services across a broad set of platforms, including Db2, Oracle, PostgreSQL, SQL Server, CockroachDB, Singlestore, DynamoDB, Aerospike, and Snowflake.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The Institutional Brokerage Database Services Center of Excellence (COE) COE is seeking a highly capable and motivated Director of Database Engineering and Administration to lead the design and delivery of database engineering solutions for mission-critical platforms.
This role offers an excellent opportunity to work with leading database technologies, including Oracle, PostgreSQL, CockroachDB, SingleStore, NoSQL, and Snowflake. It is ideal for building and applying end-to-end database service expertise, with a strong emphasis on application database administration and solution design. The position requires a creative mindset and a strong sense of ownership for assigned problems and requests, while providing significant exposure to cutting-edge technologies across the broader database landscape.
The Institutional Brokerage Database Services Center of Excellence (COE), delivers business-facing database solutions that cover the full application and business lifecycle of data platforms, including database design, solution engineering, database engineering, application-data-database integration, replication, performance consulting, deployment, and support, using world-class methodologies and technologies. The team provides end-to-end database services across a broad set of platforms, including Db2, Oracle, PostgreSQL, SQL Server, CockroachDB, Singlestore, DynamoDB, Aerospike, and Snowflake.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The Institutional Brokerage Database Services Center of Excellence (COE) COE is seeking a highly capable and motivated Director of Database Engineering and Administration to lead the design and delivery of database engineering solutions for mission-critical platforms.
This role offers an excellent opportunity to work with leading database technologies, including Oracle, PostgreSQL, CockroachDB, SingleStore, NoSQL, and Snowflake. It is ideal for building and applying end-to-end database service expertise, with a strong emphasis on application database administration and solution design. The position requires a creative mindset and a strong sense of ownership for assigned problems and requests, while providing significant exposure to cutting-edge technologies across the broader database landscape.
The Institutional Brokerage Database Services Center of Excellence (COE), delivers business-facing database solutions that cover the full application and business lifecycle of data platforms, including database design, solution engineering, database engineering, application-data-database integration, replication, performance consulting, deployment, and support, using world-class methodologies and technologies. The team provides end-to-end database services across a broad set of platforms, including Db2, Oracle, PostgreSQL, SQL Server, CockroachDB, Singlestore, DynamoDB, Aerospike, and Snowflake.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The Expertise and Skills You Bring
The Team
The Intermediary Investments Client Group is dedicated to raising assets across our tremendous line up of Fidelity’s investment capabilities. Your team will be accountable for driving sales results through financial intermediaries such as financial advisors and registered investment advisors. You will have a big impact on individual associate development, allowing your team to succeed in role and setting up strong career paths. Simultaneously, you will positively be impacting the business results for Fidelity Institutional. You will be able to teach the value of collaboration, inclusivity, mentorship, and allyship which your team will carry through their Fidelity career.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity Personal Trust Company, FSB (FPTC) is looking for an upbeat and thorough professional to join its team as a Director, Regional Trust Specialist! In this role, you will be instrumental in bringing business into FPTC and supporting Fidelity’s high net worth clients in all fifty states. The position can be located in our Merrimack, New Hampshire or Smithfield, Rhode Island office. You will be:
We are seeking an experienced professional with a consistent track record working with trusts. You should be comfortable reading complex trust documents, have a shown understanding of personal and trust taxation, fiduciary law, and estate planning. The successful candidate will also have:
Fidelity Personal Trust Company, FSB is a federally chartered trust company that offers personal trust services to Fidelity’s high net worth customers in every state. Our Regional Trust Specialist team provides education and guidance to Fidelity’s client-facing associates nationwide, helping them to position FPTC as a successor trustee or current trustee for those clients. The position works directly with prospects, clients, clients’ counsel, and advisors and currently reports to the Vice President, Chief Fiduciary Officer.
Fidelity Wealth’s Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth’s customers and their families and developing offerings and solutions that meet their needs throughout their lifetime.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
Fidelity Personal Trust Company, FSB (FPTC) is looking for an upbeat and thorough professional to join its team as a Director, Regional Trust Specialist! In this role, you will be instrumental in bringing business into FPTC and supporting Fidelity’s high net worth clients in all fifty states. The position can be located in our Merrimack, New Hampshire or Smithfield, Rhode Island office. You will be:
We are seeking an experienced professional with a consistent track record working with trusts. You should be comfortable reading complex trust documents, have a shown understanding of personal and trust taxation, fiduciary law, and estate planning. The successful candidate will also have:
Fidelity Personal Trust Company, FSB is a federally chartered trust company that offers personal trust services to Fidelity’s high net worth customers in every state. Our Regional Trust Specialist team provides education and guidance to Fidelity’s client-facing associates nationwide, helping them to position FPTC as a successor trustee or current trustee for those clients. The position works directly with prospects, clients, clients’ counsel, and advisors and currently reports to the Vice President, Chief Fiduciary Officer.
Fidelity Wealth’s Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth’s customers and their families and developing offerings and solutions that meet their needs throughout their lifetime.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Principal Systems Analyst
Note: Fidelity will not provide immigration sponsorship for this position.
Are you prepared to lead and innovate in the field of Marketing Technology? As a Principal Systems Analyst, you will be essential in supporting, coordinating, and guiding the development and rollout of marketing workflow automation across different technology products and teams. Your knowledge will help us streamline marketing execution and system automation across digital asset management, content management, customer data management, campaign management, digital measurement, and marketing effectiveness reporting.
· Experience with strategic vision and execution of end-to-end enterprise marketing workflow and automation
· Project management and resource planning experience related to the marketing campaign process
We are a world-class team dedicated to improving Fidelity's marketing technology capabilities. Our group, a leader in innovation, focuses on developing ambitious strategies that strictly determine the best path forward. We have a relentless dedication to our clients, and our greatest asset is our people. Our culture of learning and mobility ensures that we continually grow and excel. We are committed to building an enduring culture of inclusion and belonging that will attract, develop, and retain a diverse workforce.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Fidelity’s 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The Trade Service Manager role is part of the broader Client Experience (CE) Trade Support Team serving the needs of our IWS and FFOS Clients. Join us as a Trade Service Manager where you will join a team of highly-skilled professionals whose focus is to go above and beyond and provide outstanding trade support services to our Registered Investment Advisor (RIA) and Separate Account Manager (SAM) clients.
The Expertise We’re Looking For
o BS/BA Degree (preferred; or at least 3 years experience in financial services related field)
o Series 7 licensing required
o 1-2 years in financial asset/brokerage servicing
The Purpose of Your Role
The Trade Service Team in CE provides comprehensive technology and managed product support while delivering service excellence to our clients. CE is seeking a Trade Service Manager (TSM) to join the team to provide guidance and operational support to our Intermediary Clients. The TSM will be responsible for phone, email, and service center support to our Intermediary Clients. To be successful in this role, one must have or gain a solid understanding of several Fidelity workflow systems.
The Skills You Bring
o An ability to deliver high quality service to high profile clients
o Attention to detail and quality a must.
o Provide outstanding service to all of our clients by fielding client inquiries in an accurate and timely manner
o Solid interpersonal skills, with a consistent track record to multi-task, and prioritize
o Professional teammate with a positive, self-motivated demeanor; capacity to think creatively.
o Ability to work in a fast paced environment
o Displays excellent problem solving and analytical skills
o Excellent verbal and written communication skills
o Experience with Fidelity mainframe systems preferred
The Value You Deliver
o Support divisional business needs, while maintaining a client first mentality.
o Drive high satisfaction, quality and efficiency for both the client and Fidelity.
o Deliver outstanding results quickly and efficiently, utilizing effective time management skills.
o Drive innovation through curiosity and comprehensive understanding of business processes and challenges.
o Bringing energy to your role every day.
o Assist and advise business partners on trade related operational workflows.
o Ownership of client needs regarding service and problem resolution issues, with clear responsibility to call out issues as appropriate within the team.
o Actively participate in meetings and process improvement initiatives.
o Able to interact with all levels of management and business partners.
NOTE: This role does not support sponsorship.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
The Trade Service Manager role is part of the broader Client Experience (CE) Trade Support Team serving the needs of our IWS and FFOS Clients. Join us as a Trade Service Manager where you will join a team of highly-skilled professionals whose focus is to go above and beyond and provide outstanding trade support services to our Registered Investment Advisor (RIA) and Separate Account Manager (SAM) clients.
The Expertise We’re Looking For
o BS/BA Degree (preferred; or at least 3 years experience in financial services related field)
o Series 7 licensing required
o 1-2 years in financial asset/brokerage servicing
The Purpose of Your Role
The Trade Service Team in CE provides comprehensive technology and managed product support while delivering service excellence to our clients. CE is seeking a Trade Service Manager (TSM) to join the team to provide guidance and operational support to our Intermediary Clients. The TSM will be responsible for phone, email, and service center support to our Intermediary Clients. To be successful in this role, one must have or gain a solid understanding of several Fidelity workflow systems.
The Skills You Bring
o An ability to deliver high quality service to high profile clients
o Attention to detail and quality a must.
o Provide outstanding service to all of our clients by fielding client inquiries in an accurate and timely manner
o Solid interpersonal skills, with a consistent track record to multi-task, and prioritize
o Professional teammate with a positive, self-motivated demeanor; capacity to think creatively.
o Ability to work in a fast paced environment
o Displays excellent problem solving and analytical skills
o Excellent verbal and written communication skills
o Experience with Fidelity mainframe systems preferred
The Value You Deliver
o Support divisional business needs, while maintaining a client first mentality.
o Drive high satisfaction, quality and efficiency for both the client and Fidelity.
o Deliver outstanding results quickly and efficiently, utilizing effective time management skills.
o Drive innovation through curiosity and comprehensive understanding of business processes and challenges.
o Bringing energy to your role every day.
o Assist and advise business partners on trade related operational workflows.
o Ownership of client needs regarding service and problem resolution issues, with clear responsibility to call out issues as appropriate within the team.
o Actively participate in meetings and process improvement initiatives.
o Able to interact with all levels of management and business partners.
NOTE: This role does not support sponsorship.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
Global Fraud Detection Operations (GFDO) is responsible for identifying and responding to emerging fraud risks across Fidelity’s businesses. As the Manager, Fraud (Debit Card) Operations you will support the design and development of operational frameworks that enable GFDO to scale new and existing fraud detection review capabilities.
A significant focus of this role is assisting GFDO in preparing for the transition to in-house debit card fraud detection. You will participate in planning calls, operational design discussions, and cross-functional workstreams to document requirements and workflow considerations.
This role requires strong analytical capability, attention to detail, and the ability to manage multiple priorities in a fast‑moving environment. You will be expected to synthesize information, document outcomes, and support operational readiness efforts as new capabilities are developed. The ideal candidate is curious, adaptable, organized, and comfortable working in spaces with evolving requirements and diverse stakeholders.
The Expertise and Skills You Bring
- Bachelor’s degree in business, analytics, finance, or related field.
- Experience in fraud detection operations or related fraud-monitoring roles.
- Strong analytical and documentation skills.
- Ability to communicate complex concepts clearly.
- Strong organizational skills and adaptability.
- Collaboration skills across diverse teams.
- FINRA 7, 63 required
- Supervisory 9/10 or 24 to be obtained within 6 mos
- Openness to future people-leadership responsibilities
Note: Fidelity is not providing immigration sponsorship for this position
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
Global Fraud Detection Operations (GFDO) is responsible for identifying and responding to emerging fraud risks across Fidelity’s businesses. As the Manager, Fraud (Debit Card) Operations you will support the design and development of operational frameworks that enable GFDO to scale new and existing fraud detection review capabilities.
A significant focus of this role is assisting GFDO in preparing for the transition to in-house debit card fraud detection. You will participate in planning calls, operational design discussions, and cross-functional workstreams to document requirements and workflow considerations.
This role requires strong analytical capability, attention to detail, and the ability to manage multiple priorities in a fast‑moving environment. You will be expected to synthesize information, document outcomes, and support operational readiness efforts as new capabilities are developed. The ideal candidate is curious, adaptable, organized, and comfortable working in spaces with evolving requirements and diverse stakeholders.
The Expertise and Skills You Bring
- Bachelor’s degree in business, analytics, finance, or related field.
- Experience in fraud detection operations or related fraud-monitoring roles.
- Strong analytical and documentation skills.
- Ability to communicate complex concepts clearly.
- Strong organizational skills and adaptability.
- Collaboration skills across diverse teams.
- FINRA 7, 63 required
- Supervisory 9/10 or 24 to be obtained within 6 mos
- Openness to future people-leadership responsibilities
Note: Fidelity is not providing immigration sponsorship for this position
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Role
Global Fraud Detection Operations (GFDO) is responsible for identifying and responding to emerging fraud risks across Fidelity’s businesses. As the Manager, Fraud (Debit Card) Operations you will support the design and development of operational frameworks that enable GFDO to scale new and existing fraud detection review capabilities.
A significant focus of this role is assisting GFDO in preparing for the transition to in-house debit card fraud detection. You will participate in planning calls, operational design discussions, and cross-functional workstreams to document requirements and workflow considerations.
This role requires strong analytical capability, attention to detail, and the ability to manage multiple priorities in a fast‑moving environment. You will be expected to synthesize information, document outcomes, and support operational readiness efforts as new capabilities are developed. The ideal candidate is curious, adaptable, organized, and comfortable working in spaces with evolving requirements and diverse stakeholders.
The Expertise and Skills You Bring
- Bachelor’s degree in business, analytics, finance, or related field.
- Experience in fraud detection operations or related fraud-monitoring roles.
- Strong analytical and documentation skills.
- Ability to communicate complex concepts clearly.
- Strong organizational skills and adaptability.
- Collaboration skills across diverse teams.
- FINRA 7, 63 required
- Supervisory 9/10 or 24 to be obtained within 6 mos
- Openness to future people-leadership responsibilities
Note: Fidelity is not providing immigration sponsorship for this position
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. Depending on our client’s needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advanced Planning and an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center or Regional Center in the states of MA or RI.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics
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.
The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. Depending on our client’s needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advanced Planning and an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center or Regional Center in the states of MA or RI.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics
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.
The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. Depending on our client’s needs, the Advanced Planner can deliver point-in-time estate planning guidance and education or lead a more comprehensive financial and estate planning engagement. In addition, the role is supported by a Director, Advanced Planning and an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center or Regional Center in the states of MA or RI.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are seeking a Senior ZTNA (Zero Trust Network Access) Network Engineer to lead the engineering, deployment, and optimization of secure remote access solutions across the enterprise. This role will drive the transition from legacy VPN technologies to modern Zero Trust architectures, with a strong focus on Zscaler (ZPA/ZIA) and enterprise ZVPN initiatives.
You will design and implement secure, scalable, and resilient access solutions that enable seamless, secure connectivity to enterprise applications while eliminating implicit trust. This includes architecting Zero Trust segmentation, application-level access controls, and robust connectivity strategies for a global workforce. Responsibilities will include:
Lead design and implementation of ZTNA solutions (Zscaler ZPA/ZIA, ZVPN) to replace legacy VPN technologies
On call required rotation
Define and deliver modern Zero Trust architecture patterns, including application-level segmentation and identity-based access
Drive legacy VPN decommissioning and migration to ZTNA platforms
Develop and execute engineering roadmaps aligned to enterprise remote access strategy
Partner with security, infrastructure, and business units to ensure coordinated rollout and adoption
Document architecture, operational models, and implementation standards
Evaluate emerging ZTNA and secure access technologies and provide data-driven recommendations
Lead pilots and phased deployments, including testing, validation, and performance benchmarking
Act as a Tier-3 escalation lead for complex remote access and connectivity issues
Ensure high availability and resilience of remote access infrastructure in a 24x7 global environment
Assess and mitigate risks related to latency, scale, and user experience during migrations
The Expertise and Skills You Bring
6–10 years of network/security engineering experience, including 4+ years in ZTNA or remote access transformations
Bachelor’s degree in Computer Science, Information Technology, or related field
Hands-on experience with Zscaler (ZPA/ZIA) or comparable Zero Trust platforms
Proven success migrating legacy VPNs to Zero Trust, cloud-delivered access solutions
Deep expertise in ZTNA design, implementation, and Zero Trust principles (least privilege, continuous verification, no implicit trust)
Experience designing application segmentation and identity-based access policies
Strong knowledge of traffic steering, split tunneling, and secure access routing (ZVPN architectures)
Experience with load balancing, gateways, and access control layers
Advanced troubleshooting across network layers (L3–L7)
Familiarity with hybrid environments (on-prem, cloud, SaaS)
Ability to optimize latency, performance, and user experience in ZTNA environments
Experience with high availability, disaster recovery, and failover strategies in global, always-on environments
Experience with network automation tools (Python, Ansible, APIs)
Familiarity with endpoint management and deployment tools (Intune, SCCM)
Strong understanding of identity providers (Azure AD / Entra ID), SSO, and conditional access
Knowledge of PKI, certificates, and modern authentication methods
Experience integrating with SIEM, EDR, and security monitoring platforms
Strong ownership mindset with a focus on execution and delivery
Ability to thrive in fast-paced, ambiguous environments with competing priorities
Excellent communication skills across technical and business stakeholders
Proven ability to lead incident response and drive resolution under pressure
Preferred certifications: Zscaler (ZCCA / ZCCP / ZCSE), CCNP/CCIE (Security or Enterprise), CISSP (or equivalent), ITIL Foundation
The Team
You will be part of the Enterprise Cloud, Infrastructure, and Operations (ECIO) organization, playing a central role in transforming the enterprise’s remote access strategy from legacy VPN to Zero Trust. This is a high-visibility, high-impact team focused on ZVPN rollout and enterprise-wide adoption, legacy VPN decommissioning, and Zscaler-driven Zero Trust transformation.
The team operates in a global, 24x7 environment and partners closely with security, infrastructure, and business stakeholders. Together, you enable secure, seamless access to applications for a distributed workforce—reducing cyber risk, improving resilience, and supporting business continuity at scale.
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.
]]>Manager, Fraud Detection and Analytics
The Role
In this role, you will work closely with data scientists, fraud strategists, and business stakeholders to support real-time fraud detection and prevention strategies. Your work will focus on identifying payment card fraud schemes and implementing detection solutions to mitigate risk, using advanced analytics and data analysis tools.
Key Responsibilities:
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Fraud Detection Analytics Team is responsible for ensuring that fraudulent events—such as account logins, account openings, and payment attempts—occurring on Fidelity’s platform are detected and mitigated in a timely manner. The team leverages a combination of vendor and internally developed tools and models to enable real-time detection and interdiction at various stages of the customer lifecycle.
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.
]]>Manager, Fraud Detection and Analytics
The Role
In this role, you will work closely with data scientists, fraud strategists, and business stakeholders to support real-time fraud detection and prevention strategies. Your work will focus on identifying payment card fraud schemes and implementing detection solutions to mitigate risk, using advanced analytics and data analysis tools.
Key Responsibilities:
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Fraud Detection Analytics Team is responsible for ensuring that fraudulent events—such as account logins, account openings, and payment attempts—occurring on Fidelity’s platform are detected and mitigated in a timely manner. The team leverages a combination of vendor and internally developed tools and models to enable real-time detection and interdiction at various stages of the customer lifecycle.
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.
]]>Manager, Fraud Detection and Analytics
The Role
In this role, you will work closely with data scientists, fraud strategists, and business stakeholders to support real-time fraud detection and prevention strategies. Your work will focus on identifying payment card fraud schemes and implementing detection solutions to mitigate risk, using advanced analytics and data analysis tools.
Key Responsibilities:
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Fraud Detection Analytics Team is responsible for ensuring that fraudulent events—such as account logins, account openings, and payment attempts—occurring on Fidelity’s platform are detected and mitigated in a timely manner. The team leverages a combination of vendor and internally developed tools and models to enable real-time detection and interdiction at various stages of the customer lifecycle.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. The Advanced Planner leads a comprehensive financial and estate planning engagement leveraging various financial planning tools such as eMoney. In addition, the role is supported by an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center or Regional Center in the states of MA, RI, CT or NH.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics
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.
The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. The Advanced Planner leads a comprehensive financial and estate planning engagement leveraging various financial planning tools such as eMoney. In addition, the role is supported by an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center or Regional Center in the states of MA, RI, CT or NH.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics
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.
The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. The Advanced Planner leads a comprehensive financial and estate planning engagement leveraging various financial planning tools such as eMoney. In addition, the role is supported by an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center or Regional Center in the states of MA, RI, CT or NH.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics
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.
The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. The Advanced Planner leads a comprehensive financial and estate planning engagement leveraging various financial planning tools such as eMoney. In addition, the role is supported by an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center or Regional Center in the states of MA, RI, CT or NH.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics
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.
The Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter authority for Fidelity’s high net worth clients and their advisors. The Advanced Planner leads a comprehensive financial and estate planning engagement leveraging various financial planning tools such as eMoney. In addition, the role is supported by an Advanced Planning Analyst, and together as a team will support advanced planning client engagements throughout a geographic region. We primarily use video technology to function remotely in addition to meeting clients and advisors in investor centers across the region. We also collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve. Travel is typically expected between 5% and 20% of the time, depending on physical proximity to regional sites and investor centers. The role is remote but does requires residing within commuting distance to an Investor Center or Regional Center in the states of MA, RI, CT or NH.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
We are part of the Advanced Planning Leadership Development team collaborating with Fidelity’s advisors and their high-net-worth clients to provide a comprehensive financial planning experience that is tailored to each client’s unique financial goals and family dynamics
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.
Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. 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.
The Expertise We’re Looking For
Previous 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
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
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.
Director, Retail Product Strategy - Digital Assets
The Role
Fidelity Digital Assets (FDA) is seeking a Director, Product Strategy to join the FDA Product Strategy team. This role will focus on product strategy for Fidelity’s retail crypto offering, Fidelity Crypto.
The Skills and Expertise You Bring
Product strategy experience and/or aptitude. This could be shown through direct product experience or other roles involving strategic thinking and ideation to meet customer needs.
Curiosity about and understanding of crypto. Candidates could be newer to crypto but eager to learn with a history of developing expertise in other areas of financial services innovation.
Understanding of traditional capital markets and financial products and services.
Knowledge of retail customer needs and trends across various investor segments (i.e. high net worth, active traders, young investors).
Understanding of crypto, blockchain technology, and potential applications in financial services.
Ability to think strategically and for the long term without sacrificing pace over perfection
You will feel comfortable operating effectively in a dynamic and changing environment
Ability to prioritize, meet deadlines, and deliver business results
Strong communication, presentation, and product management skills
Ability to collaborate with people from other parts of the organization to achieve a goal
A passion for products and for technology and a love of solving complex problems
Proven ability to accept ambiguity and knowledge of how to utilize your problem-solving skills to find the best path forward.
An intellectual curiosity and hunger for continuous learning in the industry and applying these learnings to your work
A bias towards action and results
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Fidelity Digital Assets offers a full-service enterprise-grade platform for securing, trading and supporting digital assets, such as bitcoin. Fidelity Digital Assets combines the operational and technical capabilities of the broader Fidelity organization with dedicated blockchain expertise to deliver a completely new offering for investors.
#Cryptojobs
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.
Director, Retail Product Strategy - Digital Assets
The Role
Fidelity Digital Assets (FDA) is seeking a Director, Product Strategy to join the FDA Product Strategy team. This role will focus on product strategy for Fidelity’s retail crypto offering, Fidelity Crypto.
The Skills and Expertise You Bring
Product strategy experience and/or aptitude. This could be shown through direct product experience or other roles involving strategic thinking and ideation to meet customer needs.
Curiosity about and understanding of crypto. Candidates could be newer to crypto but eager to learn with a history of developing expertise in other areas of financial services innovation.
Understanding of traditional capital markets and financial products and services.
Knowledge of retail customer needs and trends across various investor segments (i.e. high net worth, active traders, young investors).
Understanding of crypto, blockchain technology, and potential applications in financial services.
Ability to think strategically and for the long term without sacrificing pace over perfection
You will feel comfortable operating effectively in a dynamic and changing environment
Ability to prioritize, meet deadlines, and deliver business results
Strong communication, presentation, and product management skills
Ability to collaborate with people from other parts of the organization to achieve a goal
A passion for products and for technology and a love of solving complex problems
Proven ability to accept ambiguity and knowledge of how to utilize your problem-solving skills to find the best path forward.
An intellectual curiosity and hunger for continuous learning in the industry and applying these learnings to your work
A bias towards action and results
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Fidelity Digital Assets offers a full-service enterprise-grade platform for securing, trading and supporting digital assets, such as bitcoin. Fidelity Digital Assets combines the operational and technical capabilities of the broader Fidelity organization with dedicated blockchain expertise to deliver a completely new offering for investors.
#Cryptojobs
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.
Take on a key position at Fidelity Investments, where your ability to organize and manage administrative tasks will be highly regarded. In the role of Senior Executive Assistant, you will provide support and collaborate with the Head of the Quality and Exception Management Team and his associates within the busy Workplace Investing - Client and Participant Services(CAPS) organization, as well as supporting the Head of Client Delivery within Fidelity Health. You will thrive in a dynamic, fast-paced environment where your input is essential to the team’s success.
At Fidelity Investments, we recognize the remarkable skills and experiences brought by each team member. Your position as a Senior Executive Assistant will aid our continued achievements and provide you with opportunities to advance and excel within a collaborative and welcoming environment.
More than 3 years of varied administrative support experience, especially in a dynamic environment
Outstanding verbal and written communication skills, enabling effective interaction with senior management and associates at all levels
Advanced proficiency in the Microsoft Office suite, ensuring seamless task management and execution
A knack for quickly learning new applications, both internal and external
Meticulous attention to detail with outstanding communication and organizational capabilities
Advanced ability to prioritize tasks, proactively anticipate team needs, and adapt to changing circumstances
Proven track record of successful interaction with team members, both in-person and via remote technology
A positive, collaborative approach with a genuine desire to contribute to an inclusive environment
Dedicated with a strong sense of ownership and proactive involvement
Expert management of complex calendars, ensuring flawless scheduling and time optimization
Coordination of detailed domestic and international travel arrangements, including passport and visa processing, and expense management
Effective support for projects involving the CAPS Management team and throughout the region
Leading preparations for senior management meetings, including agenda setting, presenter coordination, and technical support
Creation and refinement of professional Microsoft PowerPoint presentations, Word documents, and Excel spreadsheets
Active support of a dynamic workforce through procurement of equipment and supplies, space coordination, and scheduling assistance
Note: Fidelity is not providing immigration sponsorship for this position
Join a world-class team dedicated to establishing outstanding standards! In this role, you will be a vital member of the Client Delivery and Quality Team and by extension the CAPS Organization, supporting senior leaders and associates. Your capability to navigate and thrive in a rapidly evolving environment will be crucial as you contribute to our ambitious goals.
If you are ready for this exciting challenge and want to make an impactful contribution, we encourage you to apply today!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position
The Role
Looking for your next opportunity to innovate and drive growth? Fidelity Philanthropic Services (FPS) is seeking a highly motivated individual that can use their strong analytical, communication, and problem-solving skills to contribute to strategy, planning, and implementation of new, innovative offerings for FPS.
This individual will play a key role in the development of business portfolio strategy across FPS’ products and services for current and future customer segments. Reporting to the Head of Product Portfolio Strategy, you will be responsible for delivering on FPS’ long-term strategic vision by evaluating customer needs, analyzing market trends, and identifying growth opportunities. Leveraging a passion for strategic thinking, product innovation, and philanthropic giving, your primary responsibility will be to inform decisions on which offerings to develop, maintain, or retire, maximizing overall portfolio value and competitiveness in the marketplace.
The Expertise & Skills You Bring
The Team
The Fidelity Charitable Gift Fund (“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, through Fidelity Philanthropic Services, provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Change Management, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity is not providing immigration sponsorship for this position
The Role
Looking for your next opportunity to innovate and drive growth? Fidelity Philanthropic Services (FPS) is seeking a highly motivated individual that can use their strong analytical, communication, and problem-solving skills to contribute to strategy, planning, and implementation of new, innovative offerings for FPS.
This individual will play a key role in the development of business portfolio strategy across FPS’ products and services for current and future customer segments. Reporting to the Head of Product Portfolio Strategy, you will be responsible for delivering on FPS’ long-term strategic vision by evaluating customer needs, analyzing market trends, and identifying growth opportunities. Leveraging a passion for strategic thinking, product innovation, and philanthropic giving, your primary responsibility will be to inform decisions on which offerings to develop, maintain, or retire, maximizing overall portfolio value and competitiveness in the marketplace.
The Expertise & Skills You Bring
The Team
The Fidelity Charitable Gift Fund (“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, through Fidelity Philanthropic Services, provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Change Management, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position.
The Role
We are looking for a Principal Full Stack Engineer to join us!
As a Principal Full Stack Engineer, you will play a leadership role on a Scrum team 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 be a member of an agile team(s) to architect, build, test, and design the features that make up Fidelity’s Digital experiences. You will also be expected to provide leadership, guidance, and mentoring to the other Developers within the wider Digital Platforms Technology team.
The Expertise and Skills You Bring
Digital experience engineering 7+ years of experience
BS/BA Degree or equivalent experience preferred
Demonstrated experience in communicating technical designs and capabilities to non-technical team members, product owners, and partners
Experience collaborating in a team environment to architect, develop, and support key applications and features
A demonstrable understanding of the Agile software development methodology
Relevant knowledge of modern application architecture patterns and emerging technologies
Appreciation for and alignment to standard methodologies regarding object-oriented design, coding standards, RESTful service consumption and integration, common design patterns, secure application development, and test coverage
Proficiency with server-side/mid-tier languages, frameworks, libraries, and related technologies: Java SE, Apache Tomcat, Spring MVC/Spring Boot, Logback, SLF4j, Maven
Client-side language, library, and framework proficiency: Angular 8, JavaScript/TypeScript, Node, NPM, HTML/CSS, RxJS, Jasmine/Karma
The Team
Fidelity's Workplace Investing Digital Platforms Technology team designs, develops, implements, and supports WI’s suite of Digital products and services. The Digital Platforms development team focuses on delivering innovative solutions that meet the needs of our customers. Our systems professionals thrive, with a steadfast dedication to innovation, which furthers 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.
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.
]]>Head of Accounting
The Role
Based in Bermuda, this is a critical and visible role that will report to the Chief Financial Officer and have responsibility for a broad range of financial and management reporting requirements. This is a highly responsible position requiring a motivated and energetic individual that can serve as an accounting expert and technical resource. In this role, the successful candidate will work on a variety of tasks including US GAAP reporting, internal management reporting, statutory reporting and annual regulatory filings, results analysis, onboarding of reinsurance contracts, and maintenance of policies and procedures. You will work closely with other internal team members within Soteria, as well as with several teams within Fidelity Investments.
Responsibilities:
Oversee a team for monthly and quarterly financial reporting under US GAAP and management reporting including planning and coordination across functions.
Oversee and lead the preparation of regulatory filings, working closely with Actuarial and Risk functions.
Assist with relevant capital considerations and regulatory reporting including Economic Balance Sheet and BSCR.
Synthesize and summarize detailed financial data to create meaningful, high-level, result-oriented analysis used for senior management and board reporting.
Research and resolve complex technical accounting and financial reporting matters.
Onboarding of new reinsurance transactions including analysis of accounting requirements and set-up of all accounting and operational aspects.
Lead the continued development of accounting processes and controls and tracking throughout the year.
Provide expertise on reinsurance accounting and reporting, partnering collaboratively with corporate accounting, treasury and finance functions across Fidelity.
Maintain documentation of accounting policies for US GAAP and Bermuda statutory financial reporting.
Ensure compliance with accounting policies and manage the annual audit.
Oversee the relationship and interaction with external auditors, internal auditors and other constituents.
Oversee the timely payment to all vendors and procurement process and controls.
Develop effective communication and partnerships with Actuarial, Risk and Finance functions to achieve business goals.
The Expertise and Skills You Bring
Bachelor’s Degree in Accounting, Finance or Business, plus an internationally recognized accounting designation (CPA, ACA, CA or equivalent).
Experience with accounting for life and annuity products under US GAAP and Bermuda Statutory frameworks.
10 plus years professional accounting experience within the (re)insurance industry or public accounting firm working with reinsurance clients.
Experience with Clearwater or comparable investment accounting platform and alternative asset classes preferred.
Excellent leadership, communication, organizational, and presentation skills and attention to detail.
Self-starter possessing a high degree of personal and professional leadership with the ability to adapt effectively to change and willingness to take on additional project work and responsibilities as they arise.
High level of competency with Microsoft Office and the aptitude to learn various systems.
Ability to work well within a team environment, cross-functionally with other teams, and balance detail with broader strategic initiatives.
Compensation and Location
Competitive salary, bonus, and benefits package commensurate with experience. Role is based in Bermuda.
The Team
This is an outstanding opportunity to join a newly formed team at Soteria Reinsurance within Fidelity Investments! Come lead one of the world-class financial services companies in its entry into the annuity reinsurance market. Our vision is to build a trusted partner to cedants with strong capital and investment capabilities that will be a trusted, long-term partner to our clients.