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!
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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
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.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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
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.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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
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.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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
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.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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
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.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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
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.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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
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.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Risk Assessment and Testing Center of Excellence (CoE) is seeking a passionate and hardworking professional to join the team! You will help drive efficiencies in the testing of controls supporting multiple compliance programs by minimizing redundancy and identifying innovative use cases for leveraging testing. You will personify the Fidelity Leadership Principle 'Thinks and Works across Fidelity' by collaborating with multiple Business Units, Risk, and Compliance groups.
We have set standards for performing risk assessments & controls testing and assessing the adequacy and effectiveness of controls, compliance, and governance processes. This position within the CoE team is accountable for maintaining relationships with senior business leaders, leading all aspects of the timely execution of high-quality risk assessments, testing controls, identifying, and mitigating key risks, reporting key performance indicators, and driving innovation. The Senior Risk Manager will also play a key role in leading team initiatives.
Conduct in-depth risk assessments and promote a strong control environment by documenting robust risk and control statements, identifying potential regulatory gaps, and making sound recommendations for improvement
Produce working papers that are thorough and succinctly articulate the results of control testing
Work simultaneously on multiple projects and shift accordingly as priorities change
Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues
Adaptable to new information, changing business priorities, input from others, and lessons learned
Participate in initiatives to improve existing processes within the Risk team and champion an inclusive team environment
The Expertise and Skills You Bring
Bachelors’ Degree or equivalent with 7+ years of experience in financial services, risk management, audit, or compliance
Deep understanding of regulatory requirements applicable to registered investment advisers and registered investment companies
Understanding of alternative investment products, such as direct lending, crypto, and real estate a plus
Knowledge of investment management practices and strategies is a plus.
Confirmed problem solving, analytical, organizational, and project management skills
Demonstrated ability to lead working groups and maintain collaborative, working relationships internally with business partners
Thrive in a dynamic organization where priorities shift to respond to business needs
Advanced skills in Microsoft Office suite of applications, including Visio, Excel, and PowerPoint
You are accountable for delivering high quality results in an accurate and timely manner
You are skilled in documenting and maintaining end-to-end process flows
You are a strategic problem-solver who approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change
You possess the ability to build strong and expansive working relationships with internal business partners to inspire change, improve the efficiency and effectiveness of risk management processes
You have excellent verbal and written communication skills
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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 Risk Assessment and Testing Center of Excellence (CoE) is seeking a passionate and hardworking professional to join the team! You will help drive efficiencies in the testing of controls supporting multiple compliance programs by minimizing redundancy and identifying innovative use cases for leveraging testing. You will personify the Fidelity Leadership Principle 'Thinks and Works across Fidelity' by collaborating with multiple Business Units, Risk, and Compliance groups.
We have set standards for performing risk assessments & controls testing and assessing the adequacy and effectiveness of controls, compliance, and governance processes. This position within the CoE team is accountable for maintaining relationships with senior business leaders, leading all aspects of the timely execution of high-quality risk assessments, testing controls, identifying, and mitigating key risks, reporting key performance indicators, and driving innovation. The Senior Risk Manager will also play a key role in leading team initiatives.
Conduct in-depth risk assessments and promote a strong control environment by documenting robust risk and control statements, identifying potential regulatory gaps, and making sound recommendations for improvement
Produce working papers that are thorough and succinctly articulate the results of control testing
Work simultaneously on multiple projects and shift accordingly as priorities change
Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues
Adaptable to new information, changing business priorities, input from others, and lessons learned
Participate in initiatives to improve existing processes within the Risk team and champion an inclusive team environment
The Expertise and Skills You Bring
Bachelors’ Degree or equivalent with 7+ years of experience in financial services, risk management, audit, or compliance
Deep understanding of regulatory requirements applicable to registered investment advisers and registered investment companies
Understanding of alternative investment products, such as direct lending, crypto, and real estate a plus
Knowledge of investment management practices and strategies is a plus.
Confirmed problem solving, analytical, organizational, and project management skills
Demonstrated ability to lead working groups and maintain collaborative, working relationships internally with business partners
Thrive in a dynamic organization where priorities shift to respond to business needs
Advanced skills in Microsoft Office suite of applications, including Visio, Excel, and PowerPoint
You are accountable for delivering high quality results in an accurate and timely manner
You are skilled in documenting and maintaining end-to-end process flows
You are a strategic problem-solver who approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change
You possess the ability to build strong and expansive working relationships with internal business partners to inspire change, improve the efficiency and effectiveness of risk management processes
You have excellent verbal and written communication skills
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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 Risk Assessment and Testing Center of Excellence (CoE) is seeking a passionate and hardworking professional to join the team! You will help drive efficiencies in the testing of controls supporting multiple compliance programs by minimizing redundancy and identifying innovative use cases for leveraging testing. You will personify the Fidelity Leadership Principle 'Thinks and Works across Fidelity' by collaborating with multiple Business Units, Risk, and Compliance groups.
We have set standards for performing risk assessments & controls testing and assessing the adequacy and effectiveness of controls, compliance, and governance processes. This position within the CoE team is accountable for maintaining relationships with senior business leaders, leading all aspects of the timely execution of high-quality risk assessments, testing controls, identifying, and mitigating key risks, reporting key performance indicators, and driving innovation. The Senior Risk Manager will also play a key role in leading team initiatives.
Conduct in-depth risk assessments and promote a strong control environment by documenting robust risk and control statements, identifying potential regulatory gaps, and making sound recommendations for improvement
Produce working papers that are thorough and succinctly articulate the results of control testing
Work simultaneously on multiple projects and shift accordingly as priorities change
Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues
Adaptable to new information, changing business priorities, input from others, and lessons learned
Participate in initiatives to improve existing processes within the Risk team and champion an inclusive team environment
The Expertise and Skills You Bring
Bachelors’ Degree or equivalent with 7+ years of experience in financial services, risk management, audit, or compliance
Deep understanding of regulatory requirements applicable to registered investment advisers and registered investment companies
Understanding of alternative investment products, such as direct lending, crypto, and real estate a plus
Knowledge of investment management practices and strategies is a plus.
Confirmed problem solving, analytical, organizational, and project management skills
Demonstrated ability to lead working groups and maintain collaborative, working relationships internally with business partners
Thrive in a dynamic organization where priorities shift to respond to business needs
Advanced skills in Microsoft Office suite of applications, including Visio, Excel, and PowerPoint
You are accountable for delivering high quality results in an accurate and timely manner
You are skilled in documenting and maintaining end-to-end process flows
You are a strategic problem-solver who approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change
You possess the ability to build strong and expansive working relationships with internal business partners to inspire change, improve the efficiency and effectiveness of risk management processes
You have excellent verbal and written communication skills
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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 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 Manager, you will play a key role in performing fraud risk oversight activities as the second line of defense. 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 5 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.
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.
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide 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 Manager, you will play a key role in performing fraud risk oversight activities as the second line of defense. 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 5 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.
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.
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide 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 Manager, you will play a key role in performing fraud risk oversight activities as the second line of defense. 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 5 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.
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.
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide 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 Manager, you will play a key role in performing fraud risk oversight activities as the second line of defense. 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 5 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.
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.
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide 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 Manager, you will play a key role in performing fraud risk oversight activities as the second line of defense. 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 5 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.
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.
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Title Senior Compliance Advisor
The Role
The Senior Compliance Advisor will be responsible for providing a range of support to a trading desks and product areas within FCM. The advisor will provide technical and interpretative guidance to FCM personnel.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Fidelity Institutional Compliance is looking for a Senior Compliance Advisor to cover Fidelity Capital Markets (FCM). FCM is the trading arm of Fidelity Investments, executing equity, option, and fixed-income securities trades on behalf of institutional clients as well as many of Fidelity’s other businesses.
The base salary range for this position is $85,000-171,000 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.
Job Title Senior Compliance Advisor
The Role
The Senior Compliance Advisor will be responsible for providing a range of support to a trading desks and product areas within FCM. The advisor will provide technical and interpretative guidance to FCM personnel.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Fidelity Institutional Compliance is looking for a Senior Compliance Advisor to cover Fidelity Capital Markets (FCM). FCM is the trading arm of Fidelity Investments, executing equity, option, and fixed-income securities trades on behalf of institutional clients as well as many of Fidelity’s other businesses.
The base salary range for this position is $85,000-171,000 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.
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
Join our team delivering innovative reporting solutions within OSG Client Services. We partner with internal business units across Fidelity to provide actionable insights that support day-to-day operations and long-term strategies. In this role, you will translate business objectives into impactful reporting solutions, align with our data visualization strategy, and continuously improve processes to drive efficiency and value.
Key Responsibilities
Transform business needs into clear, actionable reporting and data visualization solutions.
Lead or contribute to projects with broad scope and significant departmental impact.
Proactive team player who engages others, questions assumptions, and promotes innovative solutions through collaboration.
Building and maintaining a strong network of colleagues across the Fidelity Enterprise.
Make informed decisions independently within a wide context.
Drive continuous improvement in team processes and reporting capabilities.
Demonstrate curiosity and a strong desire to understand systems and workflows.
Design, develop, and enhance SAP BusinessObjects Universe including object definitions, joins & contexts, calculated & derived elements
Apply advanced reporting logic using BusinessObjects & variables, SQL expressions & calculations
Approach challenges with a hands-on, problem-solving mindset.
The Expertise and Skills You Bring
Bachelor’s degree preferred.
Strong ability to interpret business requests and align them with available data.
Ability to design, build, and deploy new BusinessObjects reports
Experience partnering with technology teams to source and integrate new data.
5+ years of business analysis experience.
Direct experience with Universe development
Demonstrated experience with SAP Business Objects, Tableau, Power BI, & Snowflake
Exceptional communication skills—both written and verbal—with the ability to influence stakeholders.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
As part of the OSG Client Services Reporting Team, you’ll join a high-performing group dedicated to delivering accurate, timely, and insightful reporting for a diverse set of internal business partners.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 delivering innovative reporting solutions within OSG Client Services. We partner with internal business units across Fidelity to provide actionable insights that support day-to-day operations and long-term strategies. In this role, you will translate business objectives into impactful reporting solutions, align with our data visualization strategy, and continuously improve processes to drive efficiency and value.
Key Responsibilities
Transform business needs into clear, actionable reporting and data visualization solutions.
Lead or contribute to projects with broad scope and significant departmental impact.
Proactive team player who engages others, questions assumptions, and promotes innovative solutions through collaboration.
Building and maintaining a strong network of colleagues across the Fidelity Enterprise.
Make informed decisions independently within a wide context.
Drive continuous improvement in team processes and reporting capabilities.
Demonstrate curiosity and a strong desire to understand systems and workflows.
Design, develop, and enhance SAP BusinessObjects Universe including object definitions, joins & contexts, calculated & derived elements
Apply advanced reporting logic using BusinessObjects & variables, SQL expressions & calculations
Approach challenges with a hands-on, problem-solving mindset.
The Expertise and Skills You Bring
Bachelor’s degree preferred.
Strong ability to interpret business requests and align them with available data.
Ability to design, build, and deploy new BusinessObjects reports
Experience partnering with technology teams to source and integrate new data.
5+ years of business analysis experience.
Direct experience with Universe development
Demonstrated experience with SAP Business Objects, Tableau, Power BI, & Snowflake
Exceptional communication skills—both written and verbal—with the ability to influence stakeholders.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
As part of the OSG Client Services Reporting Team, you’ll join a high-performing group dedicated to delivering accurate, timely, and insightful reporting for a diverse set of internal business partners.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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 Engineering Lead to build, run, and scale GenAI-powered developer assistance platforms. This is a hands-on leadership role combining deep technical execution, platform ownership at scale, applied AI experience, and people management. Key responsibilities include:
Design, build, and operate GenAI DevAssist tools and infrastructure including copilots, agents, APIs, and SDKs
Remain hands-on by contributing code, reviewing pull requests, prototyping solutions, and resolving production issues
Own scalability, reliability, security, observability, and cost efficiency of AI platforms
Establish standards for token efficiency, caching, context management, and guardrails
Apply practical experience with LLMs, embeddings, agents, and tool-calling frameworks
Evaluate and integrate models with a focus on performance, cost, and intent fidelity
Drive responsible AI practices including evaluation, safety, and governance
Lead, coach, and develop a team of engineers delivering GenAI platforms
Set clear technical direction, priorities, and expectations
Support hiring, onboarding, performance development, and career growth
Foster a culture of curiosity, collaboration, accountability, and continuous learning
Partner closely with product, security, SRE, UX, finance, and legal teams
Act as a trusted technical leader for teams adopting GenAI DevAssist capabilities
The Expertise and Skills You Bring:
Strong background in platform engineering, distributed systems, or developer tooling
Proven experience operating production platforms at scale
Hands-on experience with cloud-native systems, APIs, CI/CD, and observability
Practical exposure to GenAI or AI-powered systems
An inquisitive, collaborative mindset with experience managing and mentoring engineers
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 within the Project Management and Strategic Initiatives will both lead and provide strategic and program management support for key AM Investment Services initiatives.
This role is well-suited for someone who thrives in a dynamic, unpredictable environment. You’ll enjoy this position if you’re energized by being part of a hardworking, creative, and collaborative team that loves to meet and support its business partners’ needs and solutions.
The Skills and Expertise you bring
7 plus years work experience in financial services organizations.
MBA or other advanced degree is preferred.
Excellent project management skills, top tier consulting experience is a plus.
Superb work ethic, attention to detail, team orientation, and commitment to excellence.
Proven track record when working with uncertainty and successfully delivering large, complex, and strategic initiatives (not IT implementations).
Outstanding collaboration skills and ability to partner and effectively influence across a variety of senior stakeholders.
Flexibility and the skill to both lead and contribute to teams are musts.
Exceptional analytical, communication, conceptual thinking, problem-solving capabilities.
Applicants must have exceptional analytical, communication, conceptual thinking, project management and problem-solving capabilities.
Ability to thrive in a fast-paced work environment and simultaneously managing several programs using program management best practices.
Understanding of the asset management industry is a plus.
The ideal candidate:
Will have a high degree of executive presence and professionalism.
Will work on a wide array of cross-functional projects across multiple business units.
Will need to successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network.
Is a quick learner, able to develop an understanding of the complex subject areas he or she is supporting to then deliver the strategic support needed by the business partner
The successful candidate will also need to be skilled in synthesizing complex ideas into easy-to-understand executive / presentation materials - including delivery of executive-level presentations to senior management.
The candidate needs to be comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity.
Should be able to work collectively and collaboratively with the team, business partners and/or Fidelity senior leadership team to ensure service delivery and satisfaction.
You have exceptional project management and organizational skills that allow you manage deliverables, constantly re-prioritize, and ultimately meet deadlines with high quality work
You exhibit strong collaboration and networking skills that cultivates internal influence and being a trusted business partner
You are proficient in Microsoft Office suite–Word, Excel, PowerPoint and can use your PowerPoints and presentation skills to influence outcomes at executive interactions
You embrace a wide variety of work and are flexible-- from the ability to support administrative functions to executive interactions to make the project successful
You have excellent communications skills, including the ability to influence executive leadership through personal interactions as well as the creation and delivery of presentations.
You bring proven program and project management experience, including strategy, organizational design, change management, and business transformation.
You can understand complex business problems, synthesize information, analyze, and research data, and develop and / or implement practical solutions and recommendations.
You are able to build relationships with peers and executives in a variety of capacities
You can balance strategic thinking with practical implementation and can help influence the outcome
The Team
The broader Business Management and Strategy team provides operational and strategic support across the AM Investment Services functions, a part of the broader Asset Management (AM) organization in the areas of:
Business Management, including the aggregation and collection of Objectives and Key Performance Indicators (OKPIs) The establishment, implementation, and execution of a robust communication strategy Real estate planning for all of Asset Management, including the close coordination with the Fidelity Real Estate Company (FREC) and the Future of Work (FoW) team Technology product support for the AM Investment Services technology portfolio; and Strategic initiatives, project and program management support for key AM and AM IS initiatives.
The base salary range for this position is $85,000-171,000 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.
The Role
The Senior Manager within the Project Management and Strategic Initiatives will both lead and provide strategic and program management support for key AM Investment Services initiatives.
This role is well-suited for someone who thrives in a dynamic, unpredictable environment. You’ll enjoy this position if you’re energized by being part of a hardworking, creative, and collaborative team that loves to meet and support its business partners’ needs and solutions.
The Skills and Expertise you bring
7 plus years work experience in financial services organizations.
MBA or other advanced degree is preferred.
Excellent project management skills, top tier consulting experience is a plus.
Superb work ethic, attention to detail, team orientation, and commitment to excellence.
Proven track record when working with uncertainty and successfully delivering large, complex, and strategic initiatives (not IT implementations).
Outstanding collaboration skills and ability to partner and effectively influence across a variety of senior stakeholders.
Flexibility and the skill to both lead and contribute to teams are musts.
Exceptional analytical, communication, conceptual thinking, problem-solving capabilities.
Applicants must have exceptional analytical, communication, conceptual thinking, project management and problem-solving capabilities.
Ability to thrive in a fast-paced work environment and simultaneously managing several programs using program management best practices.
Understanding of the asset management industry is a plus.
The ideal candidate:
Will have a high degree of executive presence and professionalism.
Will work on a wide array of cross-functional projects across multiple business units.
Will need to successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network.
Is a quick learner, able to develop an understanding of the complex subject areas he or she is supporting to then deliver the strategic support needed by the business partner
The successful candidate will also need to be skilled in synthesizing complex ideas into easy-to-understand executive / presentation materials - including delivery of executive-level presentations to senior management.
The candidate needs to be comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity.
Should be able to work collectively and collaboratively with the team, business partners and/or Fidelity senior leadership team to ensure service delivery and satisfaction.
You have exceptional project management and organizational skills that allow you manage deliverables, constantly re-prioritize, and ultimately meet deadlines with high quality work
You exhibit strong collaboration and networking skills that cultivates internal influence and being a trusted business partner
You are proficient in Microsoft Office suite–Word, Excel, PowerPoint and can use your PowerPoints and presentation skills to influence outcomes at executive interactions
You embrace a wide variety of work and are flexible-- from the ability to support administrative functions to executive interactions to make the project successful
You have excellent communications skills, including the ability to influence executive leadership through personal interactions as well as the creation and delivery of presentations.
You bring proven program and project management experience, including strategy, organizational design, change management, and business transformation.
You can understand complex business problems, synthesize information, analyze, and research data, and develop and / or implement practical solutions and recommendations.
You are able to build relationships with peers and executives in a variety of capacities
You can balance strategic thinking with practical implementation and can help influence the outcome
The Team
The broader Business Management and Strategy team provides operational and strategic support across the AM Investment Services functions, a part of the broader Asset Management (AM) organization in the areas of:
Business Management, including the aggregation and collection of Objectives and Key Performance Indicators (OKPIs) The establishment, implementation, and execution of a robust communication strategy Real estate planning for all of Asset Management, including the close coordination with the Fidelity Real Estate Company (FREC) and the Future of Work (FoW) team Technology product support for the AM Investment Services technology portfolio; and Strategic initiatives, project and program management support for key AM and AM IS initiatives.
The base salary range for this position is $85,000-171,000 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.
The Role
The Senior Manager within the Project Management and Strategic Initiatives will both lead and provide strategic and program management support for key AM Investment Services initiatives.
This role is well-suited for someone who thrives in a dynamic, unpredictable environment. You’ll enjoy this position if you’re energized by being part of a hardworking, creative, and collaborative team that loves to meet and support its business partners’ needs and solutions.
The Skills and Expertise you bring
7 plus years work experience in financial services organizations.
MBA or other advanced degree is preferred.
Excellent project management skills, top tier consulting experience is a plus.
Superb work ethic, attention to detail, team orientation, and commitment to excellence.
Proven track record when working with uncertainty and successfully delivering large, complex, and strategic initiatives (not IT implementations).
Outstanding collaboration skills and ability to partner and effectively influence across a variety of senior stakeholders.
Flexibility and the skill to both lead and contribute to teams are musts.
Exceptional analytical, communication, conceptual thinking, problem-solving capabilities.
Applicants must have exceptional analytical, communication, conceptual thinking, project management and problem-solving capabilities.
Ability to thrive in a fast-paced work environment and simultaneously managing several programs using program management best practices.
Understanding of the asset management industry is a plus.
The ideal candidate:
Will have a high degree of executive presence and professionalism.
Will work on a wide array of cross-functional projects across multiple business units.
Will need to successfully navigate the organization, build strong working relationships with key business stakeholders, and develop a strong professional network.
Is a quick learner, able to develop an understanding of the complex subject areas he or she is supporting to then deliver the strategic support needed by the business partner
The successful candidate will also need to be skilled in synthesizing complex ideas into easy-to-understand executive / presentation materials - including delivery of executive-level presentations to senior management.
The candidate needs to be comfortable taking direction from multiple leaders, open to constructive feedback, and working independently and with ambiguity.
Should be able to work collectively and collaboratively with the team, business partners and/or Fidelity senior leadership team to ensure service delivery and satisfaction.
You have exceptional project management and organizational skills that allow you manage deliverables, constantly re-prioritize, and ultimately meet deadlines with high quality work
You exhibit strong collaboration and networking skills that cultivates internal influence and being a trusted business partner
You are proficient in Microsoft Office suite–Word, Excel, PowerPoint and can use your PowerPoints and presentation skills to influence outcomes at executive interactions
You embrace a wide variety of work and are flexible-- from the ability to support administrative functions to executive interactions to make the project successful
You have excellent communications skills, including the ability to influence executive leadership through personal interactions as well as the creation and delivery of presentations.
You bring proven program and project management experience, including strategy, organizational design, change management, and business transformation.
You can understand complex business problems, synthesize information, analyze, and research data, and develop and / or implement practical solutions and recommendations.
You are able to build relationships with peers and executives in a variety of capacities
You can balance strategic thinking with practical implementation and can help influence the outcome
The Team
The broader Business Management and Strategy team provides operational and strategic support across the AM Investment Services functions, a part of the broader Asset Management (AM) organization in the areas of:
Business Management, including the aggregation and collection of Objectives and Key Performance Indicators (OKPIs) The establishment, implementation, and execution of a robust communication strategy Real estate planning for all of Asset Management, including the close coordination with the Fidelity Real Estate Company (FREC) and the Future of Work (FoW) team Technology product support for the AM Investment Services technology portfolio; and Strategic initiatives, project and program management support for key AM and AM IS initiatives.
The base salary range for this position is $85,000-171,000 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.
The Role
Fixed Income Quantitative Research Services provides analytic solutions and data management services to teams in quantitative research, portfolio management, and senior leadership roles across Asset Management. This specialized team leads development efforts to expand and enhance the technical infrastructure and reporting capabilities associated with single security fixed income analytics, multi-factor model risk forecasting, big data analytics, and performance attribution. Together with their partners in the technology and research divisions, members of this organization work as an integral part of small project teams to deliver innovative data visualization and analytic tools capable of illustrating current and time series investment themes, portfolio exposures, and factors driving fund performance. In addition to their project work, associates are also responsible for the oversight, maintenance, quality assurance and operational support of analytic and reporting environments to ensure timely and accurate investment intelligence is delivered for direct use within the portfolio management process.
The Experience and Skills you bring
A Bachelor’s degree in finance, math, accounting, engineering, or computer science. Master’s Degree and/or CFA Charter are strongly desired.
2 plus years of experience in an investment data analytics capacity with a focus on Fixed Income.
Develop deep understanding across all aspects of Fixed Income quant research including model construction, factor definitions, factor calculations, security analytics and translating output statistics into meaningful information used within the portfolio management function.
Perform business, systems, and data analysis, process design, and acceptance testing across projects that require new research content, investment analytics, and/or produce additional reporting capabilities for investment professionals.
Oversee daily/weekly/monthly production reporting cycles across the analytic environments. Ensure all required input data is available, processes run successfully, statistical output is accurate, and reports are generated properly.
Respond to ad-hoc data analysis requests in support of projects performed by Quantitative Research Analysts in addition to frequent high priority inquiries from other senior investment professionals.
Contribute to the continued development and incorporation of non-traditional and/or unstructured data as well as data science applications to enhance the research and investment process.
Advanced level SQL and ability to traverse a wide array of database schemas across diverse content sets.
Experience programming in Python or R with the ability to develop customized quantitative tools.
Highly analytical with the ability to quickly comprehend large data sets in order to develop new processes, perform calculations, identify anomalies, and/or produce new reporting capabilities.
Familiarity with quantitative analytics, including fund and index performance measurement, predictive risk modeling, alpha research, stock selection models, and performance attribution.
Hands-on project leadership skills with the drive to complete projects as a part of small teams within an extremely fast paced environment. Capability to liaise with investment professionals to gather requirements and manage deliverables of technical development teams.
Working knowledge of fixed income securities, corporate actions, financial statement analysis, street estimates, pricing and performance data.
Highly proactive, collaborative and self-motivated with the ability to meet objectives under minimal supervision.
Strong written and verbal communication; able to communicate effectively with key stakeholders on deliverables
Demonstrated history as a top performer working in a data analysis role where technical skills were required.
Successfully led small to medium sized projects in a fast-paced environment.
The Team
As part of the Fixed Income Quant Services team, you will work on improving the analytics and risk platform as well as quant processes by collaborating across teams and driving the engagement. You will leverage your strong technology and domain skills to understand business requirements, partner with quant analysts in testing model prototypes and work with technology partners in driving the implementation of said models. You will also use your analytical skills to actively monitor the quality of the security and fund level analytics and reports.
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:
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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:
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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.
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
Fidelity Stock Transfer (FST) in Fidelity Labs is looking for a Senior Database Engineer to join us. As a key member of a growing engineering team, this role will be hands-on building the technology and architecture of world class end-to-end systems. Learn more about FST at fidelitystocktransfer.com
The Team
We are Fidelity Labs, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve.
Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture.
This opportunity is brought to you by Fidelity Labs. Learn more at labs.fidelity.com.
The Expertise You Have
Expert level Knowledge in various relational and non-relational database technologies, ideally PostgreSQL.
Hands on working with SQL, PL/SQL for structured and non-structured data, and SQL & ORM Query optimization and tuning.
Experience in understanding enterprise data architecture concepts, master data management, data modeling and design techniques.
Must be able to identify and implement improvements for DB tables/schemas by indexing, keys, costing, etc.
Familiarity with supporting databases in an AWS Cloud Infrastructure environment.
Hands on working knowledge of Cloud Databases especially Azure Managed Databases such as Postgres
Bonus points for experience with Cloud Database management and configurations in the areas of Cloud DB Performance, Cost Optimization, Multiregional, Scalability, Replication, Utilization, Security, Accounts Optimization
Bonus points for analyzing big data to build reporting using PowerBI and/or Tableau.
Ability to collaborate within enterprise and cross functional Business Units to represent your team
You are comfortable working in an Agile software delivery environment, with exposure to continuous integration and continuous delivery tools.
Learning, adapting and adopting new concepts & technologies quickly and implementing them optimally.
You build positive relationships with other team members and have excellent verbal and written communication.
Note: Fidelity is not providing immigration sponsorship for this position
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Stock Transfer (FST) in Fidelity Labs is looking for a Senior Database Engineer to join us. As a key member of a growing engineering team, this role will be hands-on building the technology and architecture of world class end-to-end systems. Learn more about FST at fidelitystocktransfer.com
The Team
We are Fidelity Labs, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve.
Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture.
This opportunity is brought to you by Fidelity Labs. Learn more at labs.fidelity.com.
The Expertise You Have
Expert level Knowledge in various relational and non-relational database technologies, ideally PostgreSQL.
Hands on working with SQL, PL/SQL for structured and non-structured data, and SQL & ORM Query optimization and tuning.
Experience in understanding enterprise data architecture concepts, master data management, data modeling and design techniques.
Must be able to identify and implement improvements for DB tables/schemas by indexing, keys, costing, etc.
Familiarity with supporting databases in an AWS Cloud Infrastructure environment.
Hands on working knowledge of Cloud Databases especially Azure Managed Databases such as Postgres
Bonus points for experience with Cloud Database management and configurations in the areas of Cloud DB Performance, Cost Optimization, Multiregional, Scalability, Replication, Utilization, Security, Accounts Optimization
Bonus points for analyzing big data to build reporting using PowerBI and/or Tableau.
Ability to collaborate within enterprise and cross functional Business Units to represent your team
You are comfortable working in an Agile software delivery environment, with exposure to continuous integration and continuous delivery tools.
Learning, adapting and adopting new concepts & technologies quickly and implementing them optimally.
You build positive relationships with other team members and have excellent verbal and written communication.
Note: Fidelity is not providing immigration sponsorship for this position
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Stock Transfer (FST) in Fidelity Labs is looking for a Senior Database Engineer to join us. As a key member of a growing engineering team, this role will be hands-on building the technology and architecture of world class end-to-end systems. Learn more about FST at fidelitystocktransfer.com
The Team
We are Fidelity Labs, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve.
Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture.
This opportunity is brought to you by Fidelity Labs. Learn more at labs.fidelity.com.
The Expertise You Have
Expert level Knowledge in various relational and non-relational database technologies, ideally PostgreSQL.
Hands on working with SQL, PL/SQL for structured and non-structured data, and SQL & ORM Query optimization and tuning.
Experience in understanding enterprise data architecture concepts, master data management, data modeling and design techniques.
Must be able to identify and implement improvements for DB tables/schemas by indexing, keys, costing, etc.
Familiarity with supporting databases in an AWS Cloud Infrastructure environment.
Hands on working knowledge of Cloud Databases especially Azure Managed Databases such as Postgres
Bonus points for experience with Cloud Database management and configurations in the areas of Cloud DB Performance, Cost Optimization, Multiregional, Scalability, Replication, Utilization, Security, Accounts Optimization
Bonus points for analyzing big data to build reporting using PowerBI and/or Tableau.
Ability to collaborate within enterprise and cross functional Business Units to represent your team
You are comfortable working in an Agile software delivery environment, with exposure to continuous integration and continuous delivery tools.
Learning, adapting and adopting new concepts & technologies quickly and implementing them optimally.
You build positive relationships with other team members and have excellent verbal and written communication.
Note: Fidelity is not providing immigration sponsorship for this position
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Stock Transfer (FST) in Fidelity Labs is looking for a Senior Database Engineer to join us. As a key member of a growing engineering team, this role will be hands-on building the technology and architecture of world class end-to-end systems. Learn more about FST at fidelitystocktransfer.com
The Team
We are Fidelity Labs, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve.
Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture.
This opportunity is brought to you by Fidelity Labs. Learn more at labs.fidelity.com.
The Expertise You Have
Expert level Knowledge in various relational and non-relational database technologies, ideally PostgreSQL.
Hands on working with SQL, PL/SQL for structured and non-structured data, and SQL & ORM Query optimization and tuning.
Experience in understanding enterprise data architecture concepts, master data management, data modeling and design techniques.
Must be able to identify and implement improvements for DB tables/schemas by indexing, keys, costing, etc.
Familiarity with supporting databases in an AWS Cloud Infrastructure environment.
Hands on working knowledge of Cloud Databases especially Azure Managed Databases such as Postgres
Bonus points for experience with Cloud Database management and configurations in the areas of Cloud DB Performance, Cost Optimization, Multiregional, Scalability, Replication, Utilization, Security, Accounts Optimization
Bonus points for analyzing big data to build reporting using PowerBI and/or Tableau.
Ability to collaborate within enterprise and cross functional Business Units to represent your team
You are comfortable working in an Agile software delivery environment, with exposure to continuous integration and continuous delivery tools.
Learning, adapting and adopting new concepts & technologies quickly and implementing them optimally.
You build positive relationships with other team members and have excellent verbal and written communication.
Note: Fidelity is not providing immigration sponsorship for this position
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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’s Equity Division manages over 130 diversified mutual funds and more than 60 industry-specific funds, with over $1 trillion in assets under management. Our team includes 200+ Portfolio Managers, Research Analysts, Research Associates, and Sector Specialists, all working together to deliver exceptional investment outcomes.
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.
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
The base salary range for this position is $45,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
Are you passionate about modern automation platforms and building scalable, AI-assisted digital solutions that simplify complex operational processes? We are seeking an experienced Senior Process Automation Engineer to join our agile delivery squad and help design, build, test, and deliver end‑to‑end automation and low‑code solutions across Stock Plan Services (SPS) operations.
In this role, you will apply deep engineering expertise across robotic process automation, data and analytics automation, low‑code application development, and API‑driven integrations. You will work in a fast‑paced, innovative environment to modernize business processes using platforms such as Blue Prism, Microsoft Power Platform, Copilot Studio, Alteryx and emerging AI‑assisted automation capabilities, while partnering closely with business stakeholders and technology teams to deliver resilient, enterprise‑grade solutions.
Expertise We're Looking For
Bachelor’s/master's degree in computer science, Informatics or similar analytical field
4+ years of overall experience in financial services or technology
3 years of hands-on Robotic Process Automation (RPA) Development experience on BluePrism and RPA Programming scripting proficiency (Object Oriented Coding languages like Python, C#, Java along with application development lifecycle)
Hands-on expertise on BluePrism Surface Automation and Backend Automation (Code based / API)
3+ years of experience on data extraction and manipulation tools (Alteryx Preferred or similar tools like: Informatica, Talend Pentaho)
Hands-on experience with Microsoft Power Platform, including Power Apps and Power Automate for event‑driven and triggered automation workflows
Strong understanding of Microsoft Dataverse, including relational data modeling, table relationships, security roles, and performance considerations. Should be comfortable in writing complex SQL queries and debugging stored procedures.
Experience designing and consuming RESTful APIs, including building or configuring custom API connectors to integrate internal and external systems
Good understanding of relational database concepts, including data normalization, query optimization, and transactional consistency across enterprise applications
Familiarity with AI‑assisted automation concepts, such as Copilot Studio and AI agents, is a plus; hands‑on experience is highly preferred
Ability to understand the business process, design process flow diagrams and Excellent knowledge of Automation development lifecycle
Experience of working within an agile, continuous integration environment
Outstanding analytical, conceptual, and problem-solving abilities
Excellent interpersonal, verbal and written communication skills.
Blue Prism Developer / Professional Developer / ROM Architect, Alteryx Designer Core, and Microsoft Power Platform certifications (such as PL‑400 or PL‑200) is preferred. Foundational AI or Copilot Studio credentials are a bonus
The Value You Deliver
Deliver high‑quality, scalable, and maintainable intelligent automation solutions in an agile environment, leveraging Blue Prism, Microsoft Power Platform, and data‑driven automation tooling
Design, develop, and enhance end‑to‑end automation solutions spanning RPA, low‑code applications, workflow automation, and API‑based integrations to simplify and modernize operational processes
Build and maintain data and analytics automation workflows using Alteryx, translating complex business logic from source systems (Excel, SQL, file‑based inputs, APIs) into accurate and efficient automation solutions
Design and develop Power Apps (model‑driven preferred) and Power Automate workflows, utilizing Dataverse for secure, scalable, and well‑modeled enterprise data storage
Participate in the adoption and evolution of AI‑assisted automation capabilities, including Copilot Studio and AI agents, to improve efficiency, decision support, and user experience across SPS operations
Provide technical leadership within an agile squad by influencing design standards, engineering best practices, reusability patterns, and automation governance
Collaborate closely with business partners and IT teams to deploy, support, and maintain automation solutions in production, ensuring high resilience, availability, and operational stability
Support existing automation assets within established controls, compliance, and audit requirements, contributing to a strong risk and operational posture
Establish and maintain deployment checklists, technical documentation, solution designs, and user documentation across Blue Prism, Power Platform, Alteryx, and integrated systems
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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 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.
BA/BS in Accounting, Finance, or related field of study.
Professional audit certifications (e.g., CPA, CIA, CISA) and/or registration/licensing preferred.
7-10 years of external and internal audit or related experience, preferably in financial services.
In-depth knowledge of audit practices, tools, techniques, concepts, and trends
Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership.
Ability to work simultaneously on multiple tasks and lead team priorities and workload.
Strong problem solving and analytical skills.
Commitment to innovative, collaborative, and digital working style.
Strong presentation, written, and interpersonal communication skills.
Hands-on work style and ‘can do’ attitude with a strong desire to make things happen.
Knowledge in IT general controls is a plus.
The Audit Senior Manager will be responsible for leading business and/or integrated audits in support of Fidelity Institutional 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:
Assists Team Leader in managing overall workload as well as short and long-term goals of the team.
Consistently leads multiple audits in varying stages, including those of greatest complexity.
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.
Reviews audit reports drafted by the team to ensure issues identified, including resulting management action plans, are clearly described and include related implications to the business or enterprise as a whole.
Coaches and mentors Analysts and Senior Analysts on the team.
Builds deep working relationships with audit teams and clients.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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 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.
BA/BS in Accounting, Finance, or related field of study.
Professional audit certifications (e.g., CPA, CIA, CISA) and/or registration/licensing preferred.
7-10 years of external and internal audit or related experience, preferably in financial services.
In-depth knowledge of audit practices, tools, techniques, concepts, and trends
Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership.
Ability to work simultaneously on multiple tasks and lead team priorities and workload.
Strong problem solving and analytical skills.
Commitment to innovative, collaborative, and digital working style.
Strong presentation, written, and interpersonal communication skills.
Hands-on work style and ‘can do’ attitude with a strong desire to make things happen.
Knowledge in IT general controls is a plus.
The Audit Senior Manager will be responsible for leading business and/or integrated audits in support of Fidelity Institutional 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:
Assists Team Leader in managing overall workload as well as short and long-term goals of the team.
Consistently leads multiple audits in varying stages, including those of greatest complexity.
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.
Reviews audit reports drafted by the team to ensure issues identified, including resulting management action plans, are clearly described and include related implications to the business or enterprise as a whole.
Coaches and mentors Analysts and Senior Analysts on the team.
Builds deep working relationships with audit teams and clients.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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 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.
BA/BS in Accounting, Finance, or related field of study.
Professional audit certifications (e.g., CPA, CIA, CISA) and/or registration/licensing preferred.
7-10 years of external and internal audit or related experience, preferably in financial services.
In-depth knowledge of audit practices, tools, techniques, concepts, and trends
Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership.
Ability to work simultaneously on multiple tasks and lead team priorities and workload.
Strong problem solving and analytical skills.
Commitment to innovative, collaborative, and digital working style.
Strong presentation, written, and interpersonal communication skills.
Hands-on work style and ‘can do’ attitude with a strong desire to make things happen.
Knowledge in IT general controls is a plus.
The Audit Senior Manager will be responsible for leading business and/or integrated audits in support of Fidelity Institutional 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:
Assists Team Leader in managing overall workload as well as short and long-term goals of the team.
Consistently leads multiple audits in varying stages, including those of greatest complexity.
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.
Reviews audit reports drafted by the team to ensure issues identified, including resulting management action plans, are clearly described and include related implications to the business or enterprise as a whole.
Coaches and mentors Analysts and Senior Analysts on the team.
Builds deep working relationships with audit teams and clients.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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 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.
BA/BS in Accounting, Finance, or related field of study.
Professional audit certifications (e.g., CPA, CIA, CISA) and/or registration/licensing preferred.
7-10 years of external and internal audit or related experience, preferably in financial services.
In-depth knowledge of audit practices, tools, techniques, concepts, and trends
Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership.
Ability to work simultaneously on multiple tasks and lead team priorities and workload.
Strong problem solving and analytical skills.
Commitment to innovative, collaborative, and digital working style.
Strong presentation, written, and interpersonal communication skills.
Hands-on work style and ‘can do’ attitude with a strong desire to make things happen.
Knowledge in IT general controls is a plus.
The Audit Senior Manager will be responsible for leading business and/or integrated audits in support of Fidelity Institutional 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:
Assists Team Leader in managing overall workload as well as short and long-term goals of the team.
Consistently leads multiple audits in varying stages, including those of greatest complexity.
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.
Reviews audit reports drafted by the team to ensure issues identified, including resulting management action plans, are clearly described and include related implications to the business or enterprise as a whole.
Coaches and mentors Analysts and Senior Analysts on the team.
Builds deep working relationships with audit teams and clients.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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 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.
BA/BS in Accounting, Finance, or related field of study.
Professional audit certifications (e.g., CPA, CIA, CISA) and/or registration/licensing preferred.
7-10 years of external and internal audit or related experience, preferably in financial services.
In-depth knowledge of audit practices, tools, techniques, concepts, and trends
Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership.
Ability to work simultaneously on multiple tasks and lead team priorities and workload.
Strong problem solving and analytical skills.
Commitment to innovative, collaborative, and digital working style.
Strong presentation, written, and interpersonal communication skills.
Hands-on work style and ‘can do’ attitude with a strong desire to make things happen.
Knowledge in IT general controls is a plus.
The Audit Senior Manager will be responsible for leading business and/or integrated audits in support of Fidelity Institutional 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:
Assists Team Leader in managing overall workload as well as short and long-term goals of the team.
Consistently leads multiple audits in varying stages, including those of greatest complexity.
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.
Reviews audit reports drafted by the team to ensure issues identified, including resulting management action plans, are clearly described and include related implications to the business or enterprise as a whole.
Coaches and mentors Analysts and Senior Analysts on the team.
Builds deep working relationships with audit teams and clients.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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’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.
Note: Fidelity will not provide immigration sponsorship for this position.
The base salary range for this position is $100,000 - $200,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you a self-starter and committed to delivering results? Do you enjoy delighting customers with outstanding customer solutions! We are seeking a results-focused and motivated associate who flourishes with working with internal and external teams to deliver outstanding Credit Card products and services. Key responsibilities can include:
The Expertise and Skills You Bring
The Team
Fidelity’s Wealth Product and Experience vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the needs of both new and existing customers.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Are you a self-starter and committed to delivering results? Do you enjoy delighting customers with outstanding customer solutions! We are seeking a results-focused and motivated associate who flourishes with working with internal and external teams to deliver outstanding Credit Card products and services. Key responsibilities can include:
The Expertise and Skills You Bring
The Team
Fidelity’s Wealth Product and Experience vision is to expand the role Fidelity can play in this critical area of customer finances, by offering innovative capabilities to serve the needs of both new and existing customers.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Title: VP, Regional TPA Consultant
Note: Fidelity will not provide immigration sponsorship for this position
The Role
We’re looking for a strategic and relationship-driven TPA Consultant to focus and support our TPA relationships in the East Core Market sales region, as well as internal and external constituents to develop TPA proposal and sale opportunities. This role is central to our mission of delivering collaborate sales initiatives, exceptional service, and expanding our presence in the TPA marketplace. You’ll be the go-to partner for Core Market Account Executives, Advisor Consultants, Managing Directors, and other business leaders to help them thrive through tailored solutions and collaborative engagement with TPAs.
Are you ready to lead and transform how Fidelity works with Third-Party Administrators (TPAs)?
This is not just a consultant role—it’s an active growth role. You’ll be supporting the foundation for a program that will shape the future of our TPA partnerships, bringing innovation, structure, and strategy to a space ripe for evolution.
Strategic Account Support
Provide dedicated coverage and relationship management for TPAs firms in the East sales region, including local, regional, and national TPAs, and ensuring alignment with business goals and client needs.
TPA and Team Development
Educate and support TPA firms as we further collaborate with TPAs for solutions with Fidelity’s products. Work with the sales teams and Advisor Consultant team to develop new advisor relationships for sales executives and TPAs to drive growth and collaboration.
Sales & Retention Enablement
Collaborate with service teams to drive retention and growth across Core Market with a focus on 3(16) fiduciary services and TPA-aligned solutions.
Program Development & Innovation
Contribute to the evolution of our TPA program by identifying opportunities for efficiency, deeper collaboration, and scalable success.
The Experience and Skills You Bring
Experience in TPA relationship management, retirement services, or strategic account support.
Strong understanding of advisory-based business models and fiduciary services.
Ability to manage multiple high-impact relationships with professionalism and agility.
A collaborative mindset and a passion for building programs that serve both partners and clients.
This is a high-visibility role supporting some of our most critical partners. You’ll be instrumental in shaping how we work with TPAs, creating pathways for mutual success, and ensuring our solutions meet the evolving needs of the market.
The Team
Fidelity Workplace Investing Sales is a collaborative and fast paced environment. In this role you will be responsible for supporting the TPA Program team and ultimately the selling teams to drive sales and grow long term relationships with TPAs, plan sponsors, and trusted advisors. You will play a large role in supporting strategic initiatives, aligning cross-functional efforts, and inspiring business partners to accelerate Fidelity’s market growth with TPAs.
The base salary range for this position is $118,000-226,000 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Market Risk Analysts play a critical role in protecting the firm from losses associated with trading and borrowing activities across institutional and retail businesses. The role involves monitoring and analyzing real-time trading activity, securities movements, and market volatility to identify and mitigate risk exposures. Analysts ensure that customer accounts maintain sufficient capital across a range of market conditions, helping safeguard the firm during periods of stress.
Key responsibilities include daily reporting, responding to low-equity alerts, monitoring institutional utilization of trading limits within the Market Access program, and escalating risks in a timely manner to drive effective resolution.
The ideal candidate demonstrates a strong sense of accountability and ownership in delivering high-quality work and thrives in a fast-paced, dynamic environment. They bring strong analytical, influencing, and interpersonal skills, with the ability to make timely, well-informed decisions that mitigate risk and drive effective outcomes. This individual excels at building and maintaining collaborative relationships across the organization to support alignment and execution.
They possess the ability to communicate complex concepts clearly and persuasively, leveraging sound reasoning and strong relationships to influence key decision-makers. The candidate demonstrates expert analytical and decision-making capabilities, along with excellent presentation skills and the ability to communicate effectively at all levels of the organization. Additionally, they are adept at translating complex information into clear, concise insights and articulating compelling, well-reasoned points of view.
The successful candidate will have:
Bachelor's degree in Finance or related field
3+ years business experience within a large-scale financial services environment
Series 7 (preferred)
Proven understanding of the brokerage business, operations & accounting, margin and option strategies
Must be able to demonstrate strong investigative and analytical skills
The team watches the markets closely, evaluates and interprets financial and statistical information and is responsible for assisting in the development, enhancement and testing of the risk management system. The team works closely with internal and external business partners and other risk and control functions.
The base salary range for this position is $67,000-$127,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
As the Head of FI Data Management, you blend deep understanding of data management practices with a dedication to enabling insights and data-driven decision making that will unlock business value from data across a wide range of FI business functions. As a function in FI, you will define and evolve your team’s vision, strategy, and mission, and create a highly integrated plan for Data Management—aligned to the business’s analytics and insights priorities and the Enterprise data strategy—ensuring that FI data is in the best possible ready state to address current and future business needs.
You will also ensure FI data is use-case ready, AI-ready, at scale, recognizing that while LLM capabilities are increasingly commoditized, data is the differentiator—and today’s data is not consistently fit-for-purpose for AI use cases. You will establish pragmatic AI-readiness roadmaps, prioritize use cases, and build the governance, ownership, stewardship, and quality mechanisms required to make high-priority data domains reusable for AI-enabled outcomes.
The outcomes that you will drive:
As part of your role:
Data Management Leadership
Data Quality & Governance
AI Readiness
The Expertise and Skills You Bring
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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 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, Quant Developer, to join our Quantitative Research & Investing Technology organization. This role will be part of our Quantitative Engineering team, which is responsible for delivering & maintaining solutions for Quant Research team.
The base salary range for this position is $107,000-216,000 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.
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 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, Quant Developer, to join our Quantitative Research & Investing Technology organization. This role will be part of our Quantitative Engineering team, which is responsible for delivering & maintaining solutions for Quant Research team.
The base salary range for this position is $107,000-216,000 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.
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 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, Quant Developer, to join our Quantitative Research & Investing Technology organization. This role will be part of our Quantitative Engineering team, which is responsible for delivering & maintaining solutions for Quant Research team.
The base salary range for this position is $107,000-216,000 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.
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.
Note: Fidelity is not providing immigration sponsorship for this position.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Representative, Brokerage Treasury Operations
Cash Management Services – Funds Transfer Services
The Role
As an experienced Senior Representative within Treasury’s Cash Management Services – Funds Transfer Services team, you will play a key role in supporting accurate and timely Money Movement-related transaction processing while adhering to policy, procedures, and regulatory guidelines.. This role is suited for professionals with a background in payments and reconciliation.
You will act as a trusted operational partner, applying sound judgment while adhering to regulatory standards, internal controls, and Fidelity policies, all while delivering a consistently high level of service to clients and internal stakeholders.
Responsibilities
Conduct ACH and Wire Investigations
Maintain operational accuracy while processing ACH/Wire transactions
Independently process and oversee client payment requests, ensuring accuracy, timeliness, and adherence to service-level expectations
Review, analyze, and resolve complex wire payment exceptions, exercising judgment to determine appropriate posting or return actions
Perform detailed reconciliation of departmental suspense accounts, identifying root causes and driving resolution of breaks
Partner with Treasury colleagues, Operations teams, and business stakeholders to support operational efficiency, risk mitigation, and process improvements
The Expertise and Skills You Bring
2 years of experience in Payment Operations, Treasury Operations, or a related financial services function
Demonstrated expertise in suspense account reconciliation and exception management
Knowledge of electronic payments processing, including SWIFT and wire payment workflows
Excellent written, verbal, and interpersonal communication skills, including the ability to communicate effectively with stakeholders
Ability to work independently with minimal supervision while contributing as a collaborative team member
Strong organizational, analytical, and time management skills with the ability to manage competing priorities
Highly adaptable and comfortable operating in a fast-paced, deadline-driven environment
Willingness to support overtime or extended hours as business needs require
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Treasury Department, part of Fidelity’s Operations and Services Group (OSG), delivers cash management, banking operations, and advisory services across Fidelity. Treasury supports Fidelity Institutional (FI), which provides brokerage, operational, risk management, and technology solutions to banks, broker-dealers, registered investment advisors, family offices, and other financial intermediaries.
The base salary range for this position is $44,000-80,000 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.
The Role
As Director of the Fidelity Corporate Archives, you help set and implement the strategic vision for how the firm preserves, manages, and leverages its institutional memory and corporate history. You lead all aspects of the Archives’ operations — from acquisition, preservation, and description of physical and digital materials to developing modern systems and standards that ensure long‑term accessibility and organizational value.
You serve as a strategic partner to business leaders across the enterprise, helping teams incorporate historical insight, records retention policies and archival research into senior leader decision‑making and help inform the historical context of enterprise initiatives. Your responsibilities may also include coordinating and overseeing materials and resources used by senior management in current strategic decision‑making and operational planning, including potential new collections developed and stored outside of the Archives.
You also lead cross‑functional efforts involving the Corporate Archive’s Digital Asset Management System (DAMS), digital preservation workflows, metadata and taxonomy strategy, and integration with broader knowledge‑management and content management platforms across the company.
You manage and develop an archival associate while ensuring the Archives maintain high standards of preservation, access, and service. You also play a lead role in bringing Fidelity’s history to audiences across the firm — including maintaining a library of stories and insights from Fidelity’s history to provide leaders with institutional knowledge that provides critical historical perspective to current and future strategic opportunities and challenges. You regularly present and coordinate historical insights to associates, executives, and external groups to deepen understanding of the firm’s legacy and culture.
Master’s degree in Library Science with an archival concentration, or equivalent graduate‑level archival or historical training in knowledge management systems.
Eight or more years of progressively responsible experience in archives and records management, ideally in a corporate, financial services setting, or management consulting firm
Demonstrated success leading archival programs, modernizing systems, and managing complex, multi‑stakeholder projects.
Deep knowledge of archival theory, digital preservation, metadata standards, taxonomy design, and digital asset management systems.
Experience designing or implementing enterprise‑scale archival or information‑management technologies with IT and business partners.
Proficiency with Microsoft tools, SharePoint, DAMS platforms, and digital imaging/processing technologies.
Proven ability to lead, coach, and develop archival professionals while fostering a culture of service and operational excellence.
Strong ability to influence and build partnerships with senior leaders across diverse business units.
Skilled in developing and presenting company history and archival insights to audiences of all sizes and management levels — from new hires to senior executives — in a clear, compelling, and engaging way.
Adept at navigating complex organizations, balancing strategic priorities, and providing clear recommendations and direction.
The Fidelity Corporate Archives identifies, collects, preserves, and makes available the historical records of Fidelity Investments and subsidiary companies, ensuring the accuracy of information disseminated about the corporation. We are the memory of the business. We hold the knowledge and evidence of activities forgotten when people move on.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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!
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!
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com
Fidelity Investments is an equal opportunity employer.
Note: Fidelity will not provide immigration sponsorship for this position
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Risk Manager will be a member of the dynamic and energetic team to support the HRR Program including the annual identification of associates subject to the program requirements, coordinating the facilitation of enhanced background reviews of these associates, and evaluation of new and existing application access for program applicability.
This role is part of the Corporate Risk and Enterprise Services Risk team.
In this role, you will:
Support the management of Fidelity’s High Risk Roles Program, including the annual identification of associates subject to the program requirements, overseeing the facilitation of enhanced in-service background reviews of these associates, and evaluation of new and existing application access for program applicability
Collaborate with colleagues from Risk, Background Investigations, Human Resources, Legal, and the Business on program-related matters
Manage sensitive background-related issues with senior leaders across the organization
Produce executive level reporting and presentations, including committee meeting materials
Continuously enhance procedures to ensure effective and efficient implementation of the High Risk Roles Program
Maintain and update the program dashboards using Tableau, Alteryx, SQL and identify ways to drive efficiency and automation
Support various initiatives and projects related to the High Risk Roles Program
The Expertise and Skills You Bring
Bachelor’s Degree
5-7+ years of related work experience; Risk, Audit, and/or Compliance experience helpful
Knowledge related to internal access provisioning a plus
Strong problem-solving, writing, and analytical skills, as well as superior attention to detail
Excellent organization and communication skills, written and verbal, including the ability to create effective PowerPoint presentations
Strong problem-solving, writing, and analytical skills, as well as outstanding attention to detail
Desire to identify enhancements to existing processes
Ability to simultaneously identify, prioritize, and address multiple issues and quickly respond to shifts in priorities
You demonstrate strong time management skills, with the ability to manage multiple projects simultaneously and adapt to shifting priorities
You are a thoughtful decision maker who strives to improve the associate experience while maintaining a strong culture of risk management
Exhibits exceptional professionalism in all colleague interactions, maintaining respect, discretion, and composure even in complex or high‑pressure situations
The Corporate Risk team is seeking a Senior Manager to support Fidelity’s High Risk Roles (HRR) Program, including supporting various projects and initiatives. The HRR Program is an important component of Fidelity’s risk and security landscape focused on mitigating financial, legal, reputational, and technological risk to the firm by conducting supplemental background reviews of associates who have access to the firm’s critical assets.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Risk Manager will be a member of the dynamic and energetic team to support the HRR Program including the annual identification of associates subject to the program requirements, coordinating the facilitation of enhanced background reviews of these associates, and evaluation of new and existing application access for program applicability.
This role is part of the Corporate Risk and Enterprise Services Risk team.
In this role, you will:
Support the management of Fidelity’s High Risk Roles Program, including the annual identification of associates subject to the program requirements, overseeing the facilitation of enhanced in-service background reviews of these associates, and evaluation of new and existing application access for program applicability
Collaborate with colleagues from Risk, Background Investigations, Human Resources, Legal, and the Business on program-related matters
Manage sensitive background-related issues with senior leaders across the organization
Produce executive level reporting and presentations, including committee meeting materials
Continuously enhance procedures to ensure effective and efficient implementation of the High Risk Roles Program
Maintain and update the program dashboards using Tableau, Alteryx, SQL and identify ways to drive efficiency and automation
Support various initiatives and projects related to the High Risk Roles Program
The Expertise and Skills You Bring
Bachelor’s Degree
5-7+ years of related work experience; Risk, Audit, and/or Compliance experience helpful
Knowledge related to internal access provisioning a plus
Strong problem-solving, writing, and analytical skills, as well as superior attention to detail
Excellent organization and communication skills, written and verbal, including the ability to create effective PowerPoint presentations
Strong problem-solving, writing, and analytical skills, as well as outstanding attention to detail
Desire to identify enhancements to existing processes
Ability to simultaneously identify, prioritize, and address multiple issues and quickly respond to shifts in priorities
You demonstrate strong time management skills, with the ability to manage multiple projects simultaneously and adapt to shifting priorities
You are a thoughtful decision maker who strives to improve the associate experience while maintaining a strong culture of risk management
Exhibits exceptional professionalism in all colleague interactions, maintaining respect, discretion, and composure even in complex or high‑pressure situations
The Corporate Risk team is seeking a Senior Manager to support Fidelity’s High Risk Roles (HRR) Program, including supporting various projects and initiatives. The HRR Program is an important component of Fidelity’s risk and security landscape focused on mitigating financial, legal, reputational, and technological risk to the firm by conducting supplemental background reviews of associates who have access to the firm’s critical assets.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Risk Manager will be a member of the dynamic and energetic team to support the HRR Program including the annual identification of associates subject to the program requirements, coordinating the facilitation of enhanced background reviews of these associates, and evaluation of new and existing application access for program applicability.
This role is part of the Corporate Risk and Enterprise Services Risk team.
In this role, you will:
Support the management of Fidelity’s High Risk Roles Program, including the annual identification of associates subject to the program requirements, overseeing the facilitation of enhanced in-service background reviews of these associates, and evaluation of new and existing application access for program applicability
Collaborate with colleagues from Risk, Background Investigations, Human Resources, Legal, and the Business on program-related matters
Manage sensitive background-related issues with senior leaders across the organization
Produce executive level reporting and presentations, including committee meeting materials
Continuously enhance procedures to ensure effective and efficient implementation of the High Risk Roles Program
Maintain and update the program dashboards using Tableau, Alteryx, SQL and identify ways to drive efficiency and automation
Support various initiatives and projects related to the High Risk Roles Program
The Expertise and Skills You Bring
Bachelor’s Degree
5-7+ years of related work experience; Risk, Audit, and/or Compliance experience helpful
Knowledge related to internal access provisioning a plus
Strong problem-solving, writing, and analytical skills, as well as superior attention to detail
Excellent organization and communication skills, written and verbal, including the ability to create effective PowerPoint presentations
Strong problem-solving, writing, and analytical skills, as well as outstanding attention to detail
Desire to identify enhancements to existing processes
Ability to simultaneously identify, prioritize, and address multiple issues and quickly respond to shifts in priorities
You demonstrate strong time management skills, with the ability to manage multiple projects simultaneously and adapt to shifting priorities
You are a thoughtful decision maker who strives to improve the associate experience while maintaining a strong culture of risk management
Exhibits exceptional professionalism in all colleague interactions, maintaining respect, discretion, and composure even in complex or high‑pressure situations
The Corporate Risk team is seeking a Senior Manager to support Fidelity’s High Risk Roles (HRR) Program, including supporting various projects and initiatives. The HRR Program is an important component of Fidelity’s risk and security landscape focused on mitigating financial, legal, reputational, and technological risk to the firm by conducting supplemental background reviews of associates who have access to the firm’s critical assets.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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 Enterprise Cybersecurity Risk (ECS Cyber Risk) team is seeking an experienced Director-level risk professional to lead in the creation of cyber risk analyses pertaining to ECS. The candidate will understand current and emerging cybersecurity risks and determine key risk scenarios for the ECS Product Areas. The candidate will hold Product Area risk / threat modeling sessions to prioritize top risks (Quarterly). The candidate will advise on backlog prioritization based on risk (Quarterly). The candidate will advise on both exceptions and audit finding risk levels to drive down the number of exceptions and accurately risk rate audit findings. The candidate will quantify cyber risk and present analyses that will allow senior management to make informed decisions based on resulting risk data.
The Expertise and Skills You Bring
Minimum 5-7 years of risk experience quantifying cyber risk scenarios and presenting data in a meaningful and insightful way to senior leaders.
Demonstrated experience in cybersecurity risk management.
Experience managing projects end-to-end, from initial stages of acquiring data from multiple sources and SMEs, to the tracking, maintenance, and closure of a project, with proven ability to integrate data into risk analysis tools and communicate progress effectively across multiple lines and levels.
Advanced understanding of NIST 800-53 Cybersecurity Framework and FAIR
CISSP, CCSP, OpenFAIR certifications preferred.
You have effective communication and excellent presentation skills to senior leaders.
You can deep dive into metrics that will both (1) quantify the work being done and (2) quantify how cyber risk position has improved.
Critical thinking skills to ask detailed questions and fully vet answers to uncover discrepancies and gaps others may not have found is a must.
You can work across business lines to influence, motivate change and help mitigate cyber risk.
You have an advanced understanding of risks pertaining to the following: cloud security, access controls, encryption, vendor security, data exfiltration, application security, perimeter security, customer protection, privileged access, denial of service, unpatched vulnerabilities, and end of life software.
You operate in a fast-paced environment and can complete analyses quickly and accurately integrating new cybersecurity data into risk models as it emerges.
Mathematical/statistic mindset
You bring an investigator approach to deep dive into metrics to understand and communicate actionable risk to senior leadership.
Providing data input into the ECS Heat Map Team
Working with Product Area/Squad leaders to drive lasting security decisions which will substantially mitigate Fidelity’s cyber risk.
Evaluating multiple sources, reports, industry trends to compare risk related findings to existing ECS policies and uncover gaps and opportunities for process improvement.
Determining what, who, and where changes are warranted to close gaps, working with appropriate contacts to draft policy enhancement ensuring continued progress.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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 Enterprise Cybersecurity Risk (ECS Cyber Risk) team is seeking an experienced Director-level risk professional to lead in the creation of cyber risk analyses pertaining to ECS. The candidate will understand current and emerging cybersecurity risks and determine key risk scenarios for the ECS Product Areas. The candidate will hold Product Area risk / threat modeling sessions to prioritize top risks (Quarterly). The candidate will advise on backlog prioritization based on risk (Quarterly). The candidate will advise on both exceptions and audit finding risk levels to drive down the number of exceptions and accurately risk rate audit findings. The candidate will quantify cyber risk and present analyses that will allow senior management to make informed decisions based on resulting risk data.
The Expertise and Skills You Bring
Minimum 5-7 years of risk experience quantifying cyber risk scenarios and presenting data in a meaningful and insightful way to senior leaders.
Demonstrated experience in cybersecurity risk management.
Experience managing projects end-to-end, from initial stages of acquiring data from multiple sources and SMEs, to the tracking, maintenance, and closure of a project, with proven ability to integrate data into risk analysis tools and communicate progress effectively across multiple lines and levels.
Advanced understanding of NIST 800-53 Cybersecurity Framework and FAIR
CISSP, CCSP, OpenFAIR certifications preferred.
You have effective communication and excellent presentation skills to senior leaders.
You can deep dive into metrics that will both (1) quantify the work being done and (2) quantify how cyber risk position has improved.
Critical thinking skills to ask detailed questions and fully vet answers to uncover discrepancies and gaps others may not have found is a must.
You can work across business lines to influence, motivate change and help mitigate cyber risk.
You have an advanced understanding of risks pertaining to the following: cloud security, access controls, encryption, vendor security, data exfiltration, application security, perimeter security, customer protection, privileged access, denial of service, unpatched vulnerabilities, and end of life software.
You operate in a fast-paced environment and can complete analyses quickly and accurately integrating new cybersecurity data into risk models as it emerges.
Mathematical/statistic mindset
You bring an investigator approach to deep dive into metrics to understand and communicate actionable risk to senior leadership.
Providing data input into the ECS Heat Map Team
Working with Product Area/Squad leaders to drive lasting security decisions which will substantially mitigate Fidelity’s cyber risk.
Evaluating multiple sources, reports, industry trends to compare risk related findings to existing ECS policies and uncover gaps and opportunities for process improvement.
Determining what, who, and where changes are warranted to close gaps, working with appropriate contacts to draft policy enhancement ensuring continued progress.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Institutional Business Enablement Technology is seeking an experienced, skilled and energetic Senior Systems Analyst to fill a position within the Fidelity Institutional Client Systems Integrated Technology data squad located in Smithfield, RI. The candidate will be responsible for providing leadership on complex systems analysis projects as well as providing influence with our business partners to develop recommendations that address business needs and opportunities. Additionally, the candidate will be skilled in negotiating business priorities through partnership with product owners and translating needs back to the team for timely delivery. The ideal candidate will have a passion for data and fall in love with the problem at hand, working through systems analysis and team collaborations to solve it. This position requires an independent thinker and collaborator, who demonstrates analytical thinking, active listening. And champions continuous improvement.
The BSharks & Tech Mavericks squads form the data integration center for customer relationship management (CRM) within FI. We provide our CRM users with essential data for their day-to-day operations and support our clients. In addition we deliver CRM team data to operational and reporting platforms, while building lasting and insightful relationships with our consumers. Our team partners closely with the Fidelity Institutional (FI) Market Readiness Team, is innovative, diverse, passionate, self-driven and customer obsessed.
This is a dynamic environment that operates using mature agile practices and principles. We stress customer-obsessed thinking and a creative culture!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 work for a fast paced, entrepreneurial 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, tracking, trending, and resolving day to day operational issues for our family office clients.
The Expertise We’re Looking For
Bachelor’s degree or commensurate work experience required
5+ years of operations and/or service experience in the financial services industry
Ultra High Net Worth experience desired
Series 7 required
Series 63 preferred, required to obtain within 60 days
The Purpose of Your Role
The Fidelity Family Office Services (FFOS) team serves the single-family office, multi-family office and ultra-high net worth investor segments. FFOS provides custody, brokerage, investment services, reporting and administrative capabilities to these clients. The team provides products and services to support the needs of family office executives so they in turn can exceed the expectations of their family member clients.
To ensure that FFOS clients receive seamless integration and delivery of products and services, a dedicated Client Service Manager (CSM) is assigned to each client to be a singular point of contact for all day-to-day operational and service needs. In this role you will support the tactical and strategic service needs of institutional customers both individually and as a member of a Relationship Management team. The majority of your time will be spent on client satisfaction with specific attention to the areas of client service, relationship management, problem resolution, and process improvement.
The Skills You Bring
Your excellent interpersonal, verbal and written communication skills
You have the ability to work in a fast paced, deadline oriented environment
You bring an entrepreneurial spirit and the ability to work collaboratively across an organization
Your proven leadership skills
Your project management experience is preferred and business analysis, process improvement and consulting experience is a plus
You have knowledge of the brokerage, family office or RIA industry
Your advanced knowledge of MS Office
Your prior experience working directly with Ultra High Net Worth clients
The Value You Deliver
Optimizing the client experience at Fidelity and developing long term relationships and partnerships with clients
Responding directly to all client inquiries: telephone, fax, email and written correspondence
Driving high satisfaction, quality and efficiency for both the client and Fidelity
Conducting data analysis in order to drive change and process improvement with our teams and our clients
Proactively managing client issues and resolve problems in a timely and accurate manner. Ability to influence and partner with team members outside of FFOS.
Actively participate in client meetings and formal client reviews
Training and educating clients in the areas of process, policy and procedures
Mentoring other associates
How Your Work Impacts the Organization
Fidelity Family Office Services is the business unit that provides custody, brokerage, investment and reporting services to family offices, wealthy families and the advisors that support them. Fidelity Family Office Services is a cost-effective alternative for clients who want institutional capabilities delivered with objective guidance, exceptional service, integrity, and security. We provide services to more than 350 family office clients across the country. We have a strong culture of engagement, service execution and employee recognition. Click here to learn more about the FFOS culture:
https://familyoffice.fidelity.com/app/item/RD_13569_44227.html
The base salary range for this position is $66,000-125,000 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.
Do you want to work for a fast paced, entrepreneurial 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, tracking, trending, and resolving day to day operational issues for our family office clients.
The Expertise We’re Looking For
Bachelor’s degree or commensurate work experience required
5+ years of operations and/or service experience in the financial services industry
Ultra High Net Worth experience desired
Series 7 required
Series 63 preferred, required to obtain within 60 days
The Purpose of Your Role
The Fidelity Family Office Services (FFOS) team serves the single-family office, multi-family office and ultra-high net worth investor segments. FFOS provides custody, brokerage, investment services, reporting and administrative capabilities to these clients. The team provides products and services to support the needs of family office executives so they in turn can exceed the expectations of their family member clients.
To ensure that FFOS clients receive seamless integration and delivery of products and services, a dedicated Client Service Manager (CSM) is assigned to each client to be a singular point of contact for all day-to-day operational and service needs. In this role you will support the tactical and strategic service needs of institutional customers both individually and as a member of a Relationship Management team. The majority of your time will be spent on client satisfaction with specific attention to the areas of client service, relationship management, problem resolution, and process improvement.
The Skills You Bring
Your excellent interpersonal, verbal and written communication skills
You have the ability to work in a fast paced, deadline oriented environment
You bring an entrepreneurial spirit and the ability to work collaboratively across an organization
Your proven leadership skills
Your project management experience is preferred and business analysis, process improvement and consulting experience is a plus
You have knowledge of the brokerage, family office or RIA industry
Your advanced knowledge of MS Office
Your prior experience working directly with Ultra High Net Worth clients
The Value You Deliver
Optimizing the client experience at Fidelity and developing long term relationships and partnerships with clients
Responding directly to all client inquiries: telephone, fax, email and written correspondence
Driving high satisfaction, quality and efficiency for both the client and Fidelity
Conducting data analysis in order to drive change and process improvement with our teams and our clients
Proactively managing client issues and resolve problems in a timely and accurate manner. Ability to influence and partner with team members outside of FFOS.
Actively participate in client meetings and formal client reviews
Training and educating clients in the areas of process, policy and procedures
Mentoring other associates
How Your Work Impacts the Organization
Fidelity Family Office Services is the business unit that provides custody, brokerage, investment and reporting services to family offices, wealthy families and the advisors that support them. Fidelity Family Office Services is a cost-effective alternative for clients who want institutional capabilities delivered with objective guidance, exceptional service, integrity, and security. We provide services to more than 350 family office clients across the country. We have a strong culture of engagement, service execution and employee recognition. Click here to learn more about the FFOS culture:
https://familyoffice.fidelity.com/app/item/RD_13569_44227.html
The base salary range for this position is $66,000-125,000 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.
Do you want to work for a fast paced, entrepreneurial 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, tracking, trending, and resolving day to day operational issues for our family office clients.
The Expertise We’re Looking For
Bachelor’s degree or commensurate work experience required
5+ years of operations and/or service experience in the financial services industry
Ultra High Net Worth experience desired
Series 7 required
Series 63 preferred, required to obtain within 60 days
The Purpose of Your Role
The Fidelity Family Office Services (FFOS) team serves the single-family office, multi-family office and ultra-high net worth investor segments. FFOS provides custody, brokerage, investment services, reporting and administrative capabilities to these clients. The team provides products and services to support the needs of family office executives so they in turn can exceed the expectations of their family member clients.
To ensure that FFOS clients receive seamless integration and delivery of products and services, a dedicated Client Service Manager (CSM) is assigned to each client to be a singular point of contact for all day-to-day operational and service needs. In this role you will support the tactical and strategic service needs of institutional customers both individually and as a member of a Relationship Management team. The majority of your time will be spent on client satisfaction with specific attention to the areas of client service, relationship management, problem resolution, and process improvement.
The Skills You Bring
Your excellent interpersonal, verbal and written communication skills
You have the ability to work in a fast paced, deadline oriented environment
You bring an entrepreneurial spirit and the ability to work collaboratively across an organization
Your proven leadership skills
Your project management experience is preferred and business analysis, process improvement and consulting experience is a plus
You have knowledge of the brokerage, family office or RIA industry
Your advanced knowledge of MS Office
Your prior experience working directly with Ultra High Net Worth clients
The Value You Deliver
Optimizing the client experience at Fidelity and developing long term relationships and partnerships with clients
Responding directly to all client inquiries: telephone, fax, email and written correspondence
Driving high satisfaction, quality and efficiency for both the client and Fidelity
Conducting data analysis in order to drive change and process improvement with our teams and our clients
Proactively managing client issues and resolve problems in a timely and accurate manner. Ability to influence and partner with team members outside of FFOS.
Actively participate in client meetings and formal client reviews
Training and educating clients in the areas of process, policy and procedures
Mentoring other associates
How Your Work Impacts the Organization
Fidelity Family Office Services is the business unit that provides custody, brokerage, investment and reporting services to family offices, wealthy families and the advisors that support them. Fidelity Family Office Services is a cost-effective alternative for clients who want institutional capabilities delivered with objective guidance, exceptional service, integrity, and security. We provide services to more than 350 family office clients across the country. We have a strong culture of engagement, service execution and employee recognition. Click here to learn more about the FFOS culture:
https://familyoffice.fidelity.com/app/item/RD_13569_44227.html
The base salary range for this position is $66,000-125,000 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.
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 the Financial Representative role, you will make a key impact on the branch culture by partnering with associates to help clients reach their goals.
From the moment clients arrive at the Investor Center, you will own providing Fidelity’s best-in-class experience for them throughout their visit inspiring client dedication and engagement in order to develop long-lasting positive relationships with Fidelity.
We will help you obtain your FINRA series 7 and series 63 licenses allowing you to provide fundamental financial guidance.
It is our mission for the Financial Representative to have rewarding interactions with clients beginning with their arrival to the Investor Center. As a multi-talented expert for compliance and all front lobby interactions, you will partner and contribute to branch success by providing a warm and welcoming environment upon client arrivals, helping them with service interactions and identifying planning and advice opportunities through those interactions. Setting the tone so that visiting customers feel that the Investor Center is accessible, has warmth, and is a place that they can ask questions is paramount to contributing to client success.
Fidelity remains committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions.
The base salary range for this position is $45,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 like solving puzzles and working in a team environment? Are you a diligent person interested in helping others make the most out of current technology? As a Platform Support Representative, you will have the opportunity to do this and more.
The Role
As a Platform Support Representative you will provide phone support for our Institutional clients, including Registered Investment Advisors (RIAs), and Broker Dealers, to triage technology related issues in a fast-paced environment. You will also be responsible for providing subject matter expertise on our web-based platforms, Wealthscape & Wealthscape Investor. You will be expected to carry a problem from introduction to resolution, work on projects and blocking issues, and leverage strategic partnerships across the firm.
The Expertise You Have
2+ years of a Phone Customer Service role, highly desired
Bachelor’s degree preferred
Work experience and strong eye for business required
Financial Services experience preferred
Knowledge of Fidelity’s products and services desirable
The Skills You Bring
Superior customer service and phone skills
Excellent writing and verbal communication skills.
Good understanding of technology, especially as it relates to problem solving.
Ability and desire to work in a team environment.
You exemplify strong social skills and customer service approach to solving problems
You are able to multitask, prioritize, problem solve, be adaptable, and make decisions.
The Value You Deliver
Enhancing our clients’ technology experience
Provide first and second level phone support for technology products
Serve as Subject Matter Authorities (SMEs) for our web-based platforms
Connect our clients to the best solution or answer
Improving operational efficiencies
Educate clients to be self-sufficient
Share standard methodologies with team members
Work with team lead or management to improve team operational efficiency
Challenge the status quo
Serving as an internal advocate
Voice of the client to Service, Technology, Product, etc.
Proactively identify areas of improvement
Identify risk for our clients and the firm
Being a standout colleague
Supply to department level goals, projects, and initiatives
Mentor junior level associates and share advantageous information/successes across regions
Provide coverage for team members
The Team
Fidelity Institutional Wealth provides superior customer service to Fidelity's Custody and Clearing clients through innovation, dedication, and commitment to excellence. A Platform Support Consultant ensures a seamless and robust experience for our clients by providing point of contact expertise for the entire suite of online products offered by FI, including the Wealthscape and Wealthscape Investor platforms and supporting the effort to build trust, loyalty, and satisfaction.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
The base salary range for this position is $45,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity is not providing immigration sponsorship for this position.
Senior IT Systems Analyst
The Fidelity Fund and Investment Operations (FFIO) technology team is looking for a Senior IT Systems Analyst with advanced product analyst experience to join the Shareholder Reporting team. The Shareholder Reporting team supports the applications that our business partners use to generate prospectuses, financial statements, and regulatory filings. This position is ideal for a client obsessed, strategic thinker with deep analytical skills and who thrives at the intersection of business operations, data and product innovation. Your role will blend leadership and planning expertise with a passion for delivering results. 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 Expertise and Skills You Bring
Bachelor's degree with 5+ years of experience as a product analyst, business analyst, or similar role in a digital or operational transformation environment focused on customer or associate facing solutions.
Strong understanding of operations workflows and processes, preferably in financial services or other regulated industry.
Ability to translate technical requirements and operational processes into intuitive, actionable product requirements.
Demonstrated experience informing product strategy and delivery, including opportunity identification, solution design, and working with technology teams for delivery.
Proficient with tools such as JIRA, JIRA Align, Confluence, Miro, or other analytics and product planning tools.
Proficient with agile development methodologies and working with cross-functional product teams, engineering teams and business stakeholders.
Strong communicator with proven stakeholder management and storytelling skills; effectively conveys in technology terms verbal and written with usage of data and visualizations.
Problem-solver that can identify issues, explore solutions and identify next course of action
Ability to have hard conversations with business stakeholders thru strong presentation skills of the data and analysis that helps influence the outcome of their decisions.
Proven experience with Structured Query Language (SQL) and programming in general.
Strong understanding and experience with complex relational database schemas and SQL management tools.
Proven experience working with REST, SOAP, JSON and APIs.
The Team
Fidelity Fund & 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 statements, 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
The base salary range for this position is $45,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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
The base salary range for this position is $45,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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 Consultant, 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, Distribution, Technology, and Operations. You are not expected to perform technical implementation; however, you must be highly systems‑ and data‑literate to guide delivery and influence decisions.
Expertise You Have (Core Capabilities)
Skills You Bring (Behavioral DNA)
Value You Deliver
Experience & Background
Product Development & Business Analysis Experience:
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Consultant, 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, Distribution, Technology, and Operations. You are not expected to perform technical implementation; however, you must be highly systems‑ and data‑literate to guide delivery and influence decisions.
Expertise You Have (Core Capabilities)
Skills You Bring (Behavioral DNA)
Value You Deliver
Experience & Background
Product Development & Business Analysis Experience:
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
You are a people‑focused leader ready to take the next step in management. This role is an exciting opportunity for someone who enjoys coaching, influencing outcomes, and leading others through change. You will guide and support a team of 10–15 associates, helping them deliver strong results while growing their skills and confidence.
In this role, you’ll create an environment where associates feel supported, encouraged, and empowered to do their best work. You’ll coach key behaviors, foster collaboration, and help the team adapt in a fast‑moving business. You’ll also play a meaningful role in shaping customer experience and driving improvements through process optimization and technology partnerships.
This position offers hands‑on leadership experience within Alternative Investments—one of the fastest‑growing and most in‑demand areas in the financial services industry. If you have a strong foundation in brokerage operations and want to expand your impact, build leadership capability, and learn a complex asset class that is highly valued across the market, this role offers a compelling career path.
The Expertise and Skills You Bring
4+ years of experience in brokerage operations
2+ years of team lead or people‑management experience preferred
Interest in learning or growing expertise in Alternative Investments (experience is a plus)
College degree or equivalent work experience
Series 7 or 99 license (or ability to obtain within 90 days of hire)
Strong problem‑solving skills with the ability to think creatively and drive solutions
Clear, effective communication skills and the ability to influence others
Flexibility and adaptability in a changing business environment
Ability to build relationships and collaborate across teams
Desire to coach, develop, and support others in their professional growth
The Team
The Trading team supports the purchase and sale of complex Alternative Investment products, including hedge funds, non‑publicly traded REITs, funds of funds, private investment funds, and other asset classes. The team partners closely with client, product sponsors and internal stakeholders to research transactions, resolve complex issues, and ensure accurate, timely outcomes.
As a leader on this team, you’ll manage associates who support over $100B in customer assets and operate in a space where expertise is in high demand across the industry. Alternative Investments are complex and evolving, and this role provides hands‑on exposure to specialized operations, process improvement, and opportunities to introduce automation and drive better client outcomes.
This is a strong opportunity to grow as a people leader while building valuable experience in one of the most dynamic areas of financial services.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
You work hard every day to help Fidelity’s customers through some of the most complex and difficult decisions of their lives. Our interactions help customers feel more confident to make better decisions and achieve their own financial dreams.
As a Director, Retirement Planner, you’re a pro at delivering fundamental and complex guidance to workplace retirement plan participants. Your role is key in helping each plan participant achieve success with planning for their future.
The Expertise We’re Looking For
The Purpose of Your Role
As a Director, Retirement Planner, you will be an integral part of a cross-functional team consisting of the Managing Director, Workplace Regional Manager, Planning & Guidance team, and retail partners. You will facilitate high-quality 1:1 meetings with retirement plan participants, including basic plan overviews and more complex income planning and portfolio reviews. You’ll be responsible for understanding the client’s unique financial situation and providing personalized solutions. You will partner with the team to consistently deliver high levels of customer satisfaction, growing Personal & Workplace Investments business in your region, client profitability, creating plan level opportunities and driving crossover relationships.
The Skills You Bring
The Value You Deliver
How Your Work Impacts the Organization
You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways such as increasing cash flow through increasing deferrals and driving crossover customers to create Personal & Workplace Investment flows.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Sales Associate (ISA) is the entry role to our extensive, multi-year Investment Sales Desk Development Program (ISDP). As part of the Fidelity Institutional (FI) - Intermediary Investment Client Group, we offer a collaborative, competitive and high energy sales environment. The ISA role will prepare and expose you to many facets of financial services and investment products. If you love working with people, have a strong interest in financial services, seek aggressive skill development, with built in opportunities for progression and promotion, this is the job for you!
The Expertise We’re Looking For
Bachelor’s degree
Series 7 & Series 63 licenses required (may be attained in role)
Experience in financial services and sales is helpful, but not required
Commitment to growing technical knowledge of the financial industry
Passion for capital markets and investment products
Aptitude and dedication for constant learning and self-improvement
Team player, confident, and self-motivated
Excellent communicator, excited to engage clients
Appreciate the challenge of working in a goal and results oriented environment
As an Investment Sales Associate (ISA) your primary responsibility will be consulting with financial advisor clients via phone and Zoom. You will provide valuable market insight, investment product overviews, and portfolio construction ideas to help financial advisors achieve their client’s financial goals. You will have the opportunity to grow your foundational knowledge of the financial industry.
The Investment Sales Development Program is a multi-year development program that is crafted with several distinct phases to help you grow your foundational knowledge of the financial industry while developing vital skills. In each phase you will be working with our intermediary clients to influence the sale of our investment products. As you develop your skill sets, you will earn the opportunity to interview for merit-based promotion, based on exhibited command of competencies.
The three phases within the program:
Licensing, training, and supporting financial advisor investment product inquiries
Pro-active client engagement to initiate new client relationships and sales opportunities
Sales territory ownership with an external sales partner, to drive investment product sales
Throughout the 12-18 months of the ISA Role and then in further stages of the development program, you will focus on building the following skills & knowledge:
Capital Market and Investment Product Knowledge
Sales Process and Sales Territory Management
Consultative Presentation Capabilities
Financial Advisor and Intermediary Eco-System
The Skills You Bring
Your robust consultative selling, influencing and communication skills
A learner mindset, with determination for extensive skill development
Ability to develop technical depth in financial markets and investment product
Additive (or leader) to a competitive, collaborative, energized team
Organized, with ability to multitask, prioritize, and adjust to change
Proven capability to be proactive and demonstrate initiative
Receptive to feedback and coaching
Thrive in team-based sales environment
Take initiative and strive to exceed expectations
You provide valuable market insight, consult on portfolio construction, and leverage investment product expertise to positively influence financial advisors getting their clients to financial independence
You support our financial advisor clients in the growth and impact of their financial wellness planning and advisory practices
Throughout your time with our sales development program, you will have significant opportunity to lead, mentor, be an ally, support our culture of inclusivity
Note: Fidelity will not provide immigration sponsorship for this position.
Compensation/Career Progression
ISAs earn up to 74K annually. This encompasses base salary, performance bonuses and incentive bonuses for training milestones.
After the 12-18 months of training, employees are eligible for in-line promotions to Regional Investment Consultant (RIC) and Senior RIC. At these levels, your earning potential is at least 95K and 115K, respectively. The salary at these levels includes a base salary and an uncapped commission target.
Upon completion of the Investment Sales Development Program, you’re eligible to move into senior-level sales roles across Fidelity!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 - National Charitable Operations
Have you ever considered a career that allows you to share your expertise in financial services with a passion for philanthropy? National Charitable Services performs philanthropic services for the largest donor advised fund in the world, Fidelity Charitable. Service Delivery & Operations supports money movement, money in and money out, all functions that enable our donors, advisors and non profit organizations to accomplish their goals!
As part of operations, our job is to ensure that all the contributions, grants, and money movement transactions are accounted for and accurately recorded. A lot of the daily work is managed through tools of Fidelity Investments, but our business model is unique! Every day we have thousands of interactions with our donors, advisors and non profit organizations. Operations is suited for those that enjoy having a regular, daily routine – but fair warning – it does get strained during our end of year busiest time – Giving Season.
Note: Fidelity is not providing immigration sponsorship for this position
The Role
The most complex roles within each function are led by a Senior Manager who complete the most sophisticated tasks, train new associates, and produce accurate work independently. They must always demonstrate professional deportment and hold the respect of the team for their knowledge, personal integrity, passion and work ethic.
Our Senior Managers are also people managers, leading a team of at least 8 associates in Texas or Salt Lake City. This role is key to our success in Service Delivery Operations, ensuring our controls are executed flawlessly each day. Our goal is for associates to work on the team for up to 3-4 years and achieve a promotion before transitioning to another department.
The Expertise and Skills You Bring
Bachelors or equivalent with 8+ years of experience or Masters with 6+ years of experience
Preferred experience or demonstrated proficiency in the areas of Risk Management, Compliance, Marketing, and Operations.
Knowledge of the financial services and/or non-profit industry, specifically as it relates to operations
2+ years of demonstrated ability to lead, manage, and mentor a team in a dynamic environment
Effective verbal and written communication skills to influence, build consensus and integrate complex information.
Able to deliver presentations and represent management at least two levels and beyond
Utilizes discretion in matters which involves the exchange of non routine information.
Requires the use of common courtesy, tact and discretion to maintain cooperative associations.
Desire to coach, manage, develop, and lead others, building associate engagement to deliver outstanding business results.
Able to own and improve business partner relationships and engage with vendors in a professional manner.
Solves a variety of problems, typically of complex scope with minimal reference to established policies and procedures
Ability to be a self-starter with a high degree of ownership and accountability for results, and ability to take initiative, learn quickly and think independently
Provides complex analysis and advice to senior management
Flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events, and seasonal demands
Lead quality and timely work to meet the needs of a wide range of donors, advisors and non profit organizations; ensure efficient distribution of work to meet processing, special handling, and issue resolution standards; create and sustain a team focus on quality and continual process improvement; serve as initial point of escalation for service issues.
Continually evaluate work distribution and performance. Design and generate reports to measure and communicate the teams’ progress against KPIs/metrics, and handle workflow and productivity.
The Team
We have several small teams in our division. Each team focuses on a different part of the operations, such as money in, money out and money movement. The Operations teams have 8-10 associates apiece and 2-3 new associates each year. They work every day with donors/advisors and non profit organizations across the country and in some instances across the globe. Each team is a different entry point into the world of philanthropy. These teams are complementary, working together to resolve complex operations problems.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 - National Charitable Operations
Have you ever considered a career that allows you to share your expertise in financial services with a passion for philanthropy? National Charitable Services performs philanthropic services for the largest donor advised fund in the world, Fidelity Charitable. Service Delivery & Operations supports money movement, money in and money out, all functions that enable our donors, advisors and non profit organizations to accomplish their goals!
As part of operations, our job is to ensure that all the contributions, grants, and money movement transactions are accounted for and accurately recorded. A lot of the daily work is managed through tools of Fidelity Investments, but our business model is unique! Every day we have thousands of interactions with our donors, advisors and non profit organizations. Operations is suited for those that enjoy having a regular, daily routine – but fair warning – it does get strained during our end of year busiest time – Giving Season.
Note: Fidelity is not providing immigration sponsorship for this position
The Role
The most complex roles within each function are led by a Senior Manager who complete the most sophisticated tasks, train new associates, and produce accurate work independently. They must always demonstrate professional deportment and hold the respect of the team for their knowledge, personal integrity, passion and work ethic.
Our Senior Managers are also people managers, leading a team of at least 8 associates in Texas or Salt Lake City. This role is key to our success in Service Delivery Operations, ensuring our controls are executed flawlessly each day. Our goal is for associates to work on the team for up to 3-4 years and achieve a promotion before transitioning to another department.
The Expertise and Skills You Bring
Bachelors or equivalent with 8+ years of experience or Masters with 6+ years of experience
Preferred experience or demonstrated proficiency in the areas of Risk Management, Compliance, Marketing, and Operations.
Knowledge of the financial services and/or non-profit industry, specifically as it relates to operations
2+ years of demonstrated ability to lead, manage, and mentor a team in a dynamic environment
Effective verbal and written communication skills to influence, build consensus and integrate complex information.
Able to deliver presentations and represent management at least two levels and beyond
Utilizes discretion in matters which involves the exchange of non routine information.
Requires the use of common courtesy, tact and discretion to maintain cooperative associations.
Desire to coach, manage, develop, and lead others, building associate engagement to deliver outstanding business results.
Able to own and improve business partner relationships and engage with vendors in a professional manner.
Solves a variety of problems, typically of complex scope with minimal reference to established policies and procedures
Ability to be a self-starter with a high degree of ownership and accountability for results, and ability to take initiative, learn quickly and think independently
Provides complex analysis and advice to senior management
Flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events, and seasonal demands
Lead quality and timely work to meet the needs of a wide range of donors, advisors and non profit organizations; ensure efficient distribution of work to meet processing, special handling, and issue resolution standards; create and sustain a team focus on quality and continual process improvement; serve as initial point of escalation for service issues.
Continually evaluate work distribution and performance. Design and generate reports to measure and communicate the teams’ progress against KPIs/metrics, and handle workflow and productivity.
The Team
We have several small teams in our division. Each team focuses on a different part of the operations, such as money in, money out and money movement. The Operations teams have 8-10 associates apiece and 2-3 new associates each year. They work every day with donors/advisors and non profit organizations across the country and in some instances across the globe. Each team is a different entry point into the world of philanthropy. These teams are complementary, working together to resolve complex operations problems.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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:
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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:
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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:
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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:
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Clearing and Settlements Support Analyst provides a very broad range of support functions to correspondents and registered investment advisor clients of Green Pier Fintech LLC. We need you to efficiently apply your knowledge and experience to the problem or task at hand, while having an appreciation of the impact your decisions may have on other partners (i.e., customers, downstream systems, external parties, etc.).. In support of the various clients, we expect you to work closely with other operational departments and technology personnel to achieve straight through processing while minimizing risk, exposure, and errors.
The Expertise and Skills You Bring
2-4 years brokerage trading, operations, and/or service experience
Series 7 or 99 (or the ability to obtain within 180 days)
Advanced Microsoft Excel skills required: ability to independently create VLOOKUPS, pivot tables, formulas, and macros; VBA experience is a plus
Attention to detail and high level of precision when executing procedures
Effective verbal and written communication skills
Ability to operate with autonomy and manage work independently
Capable of quickly learning operating systems and processes
The Team
Green Pier Fintech LLC is a division of the Fidelity Center for Applied Technology (FCAT). The Green Pier and Green Meadows team is bringing new technology and processes to life that will enable Fidelity to target new markets and customer segments; a business squarely executing on not one or two but four Fidelity operating principles - next generation platforms, efficiency and reduction of unit costs, new sources of revenue, and high quality customer experiences - and which embodies the Fidelity leadership principle of taking risks and valuing pace over perfection.
The base salary range for this position is $66,000-125,000 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.
The Role
The Clearing and Settlements Support Analyst provides a very broad range of support functions to correspondents and registered investment advisor clients of Green Pier Fintech LLC. We need you to efficiently apply your knowledge and experience to the problem or task at hand, while having an appreciation of the impact your decisions may have on other partners (i.e., customers, downstream systems, external parties, etc.).. In support of the various clients, we expect you to work closely with other operational departments and technology personnel to achieve straight through processing while minimizing risk, exposure, and errors.
The Expertise and Skills You Bring
2-4 years brokerage trading, operations, and/or service experience
Series 7 or 99 (or the ability to obtain within 180 days)
Advanced Microsoft Excel skills required: ability to independently create VLOOKUPS, pivot tables, formulas, and macros; VBA experience is a plus
Attention to detail and high level of precision when executing procedures
Effective verbal and written communication skills
Ability to operate with autonomy and manage work independently
Capable of quickly learning operating systems and processes
The Team
Green Pier Fintech LLC is a division of the Fidelity Center for Applied Technology (FCAT). The Green Pier and Green Meadows team is bringing new technology and processes to life that will enable Fidelity to target new markets and customer segments; a business squarely executing on not one or two but four Fidelity operating principles - next generation platforms, efficiency and reduction of unit costs, new sources of revenue, and high quality customer experiences - and which embodies the Fidelity leadership principle of taking risks and valuing pace over perfection.
The base salary range for this position is $66,000-125,000 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.
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among 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
The candidate will be a member within an evolving team which is reinventing core brokerage processes and technologies to meet changing customer and industry needs. The right individual will apply deep analytical skills and extensive brokerage knowledge to drive and implement various processes in relevant areas to ensure that they support the highest standards for customer service. The areas in focus for this role are to develop and implement a world-class digital service model by collaborating across the multiple operations groups and microservices that support the clearing firm. The coverage will range from client integration and onboarding to account opening and supporting trade inquiries on equity, options and mutual fund products.
Collaborate with business partners, product managers, tech developers and where necessary third-party vendors to deliver impeccable client service.
Develop tools to analyze and improve client service and communication models.
Gather external feedback to drive process improvements or new product development
Contribute to the ongoing gathering and analysis of relevant platform data and key measures which support the continuous optimization process just described.
The Expertise and Skills You Bring
Strong subject matter expertise relative to the products and processes listed above
5+ years Brokerage Operations and/or Service experience in the financial services industry
Client facing experience highly preferred.
Experience in supporting correspondents and RIA’s a plus
Strong customer service orientation with the ability to: Prioritize and resolve customer service issues, maintain professionalism and focus under pressure, identify and escalate pattern anomalies and understand complexity and communicate clearly
Understanding of how technology is designed and adapted to support financial services
Analytical prowess decomposing complex processes and solving puzzles
Good knowledge management and documentation skills
Attention to detail; intolerance of design clunkiness and process inefficiency; Positive attitude and excellent interpersonal, relationship, leadership and motivational skills
Series 7 required
Series 63 preferred, required to obtain within 60 days
The Team
Green Pier Fintech LLC is a division of the Fidelity Center for Applied Technology (FCAT). The Green Pier and Green Meadows team is bringing new technology and processes to life that will enable Fidelity to target new markets and customer segments; a business squarely executing on not one or two but four Fidelity operating principles - next generation platforms, efficiency and reduction of unit costs, new sources of revenue, and high quality customer experiences - and which embodies the Fidelity leadership principle of taking risks and valuing pace over perfection.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 problem solving, working with numbers, and learning how financial systems impact real people? If you’re comfortable with Microsoft Excel and have strong math skills, this role could be right for you. In this role, you will be part of a team responsible for the accurate and timely processing of various types of financial calculations to support our Defined Benefit clients. You’ll receive structured training on pension concepts, systems, and calculations, with support from experienced team members as you build confidence in the role.
Responsibilities include:
Processing various types of calculations, meeting timeliness and accuracy standards while interpreting DB plan rules to ensure compliance with the plan document.
Supporting internal Client Service teams while developing subject matter expertise on assigned clients
Manually calculate and review pension benefits for plan participants
Contact participants to explain calculations or resolve participant/client related issues regarding pension benefits
Supporting monthly testing of various systems upgrades and releases
Participate in special departmental projects
Document updates to User Procedure Documentation
The Expertise and Skills You Bring
Bachelor’s Degree (Mathematics, Finance, Business, or Accounting) or equivalent work experience.
Strong analytical and intuitive skills
Motivation and commitment to excellence; positive demeanor and 'can do' work ethic
Ability to work as a standout colleague while meeting individual timeliness, accuracy goals and quality standards
Ability to adapt to a constantly evolving environment
Strong interpersonal skills and attention to detail
High integrity and discretion to ensure the confidentiality of private client and participant data
Strong written and verbal communication skills
Ability to coach and instruct others
Strong PC Software skills (i.e. Excel, Outlook, and Word)
The Team
Fidelity has achieved the top position as the largest Defined Benefit (DB) recordkeeper in the US, as measured by total participants under administration. Fidelity has been a trusted Defined Benefit provider in the industry for over 30 years, demonstrating consistent growth and innovation.
Fidelity's Defined Benefit group services all plan sizes and complexity. We offer an integrated participant experience to help focus on simplification, accuracy, and the highest level of service. This team ensures the highest level of benefit calculation accuracy for the organizations and clients we support.
As you grow within the team, you may have opportunities to mentor and coach others and progress into Lead Pension Administrator or Analyst roles, taking on increased responsibility, client complexity, and leadership opportunities over time.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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!
The base salary range for this position is $66,000-125,000 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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Director Systems Analyst, Security Master & Pricing Engineering role is a member of the Security Master & Pricing Engineering leadership team and a trusted partner for the Engineering Leaders. You work closely with the Group Engineering Leader, Group Product Leader, Engineering Leaders, and Product Leaders to shape the product direction, and influence the product team to consider the technical needs of the product as well as the business deliverables.
You ensure incoming requests and initiatives are well defined and engage the business stakeholders, engineering, and architecture for clarity in design, capacity, planning, and execution. Your goal is to allow for predictable, consistent, and expedient delivery once work is taken up by an engineering team.
The Expertise and Skills You Bring
You bring extensive system and product knowledge that allows you to balance today’s delivery with tomorrow’s foundation. You think beyond the immediate requirements and align with the long-term technical and strategic posture for the product. You can quickly gain understanding of the components of our applications, data flows, integrations and inputs and outputs of the platform. Your product expertise is a valuable resource that is meant to be shared. You raise the collective understanding of the product, past, present, and future, you don’t just bring others along but help them learn and understand the context you have gained.
Clear, concise communication is leadership currency. The ideal candidate should be proactive, factual, show ease at making personal connections, be confident in leading, and constructively challenging with a dedicated approach to solving problems and overcoming obstacles.
The Expertise You Have:
Bachelor’s degree in computer science or related technology discipline.
8+ years, proven professional experience as a Systems or Product Analyst for software solutions, preference around modernizing from legacy to cloud systems. Amazon Webservices (AWS) Preferred.
Experience researching, optimizing, developing, and authoring solution requirements and specifications for complex software systems.
Proven experience with large datasets, data analysis, and Structured Query Language (SQL).
Experience with API driven platforms, REST interfaces and Swagger.
Familiarity with mainframe ecosystems and ability to navigate legacy systems, including understanding of COBOL-based applications.
Excellent analytical, problem-solving, and interpersonal skills.
The Skills You Bring:
Ability to take business outcomes, requirements, and regulations and translate to system design and implementation.
Understanding of the technology lifecycle, technical debt, and the ability to balance business outcomes with platform stability.
You are a detail-oriented person with a real passion for accuracy, clarity, and elimination of ambiguity.
You can rapidly assimilate business processes, goals and objectives and distill them into well-defined requirements
You understand how technology can automate business processes and can effectively propose, challenge, and engage in ideation with business and technology teams in formulating software designs and solutions
Good interpersonal and leadership and influencing skills (without direct authority of others)
The Team
We are the Brokerage Recordkeeping Technology (BRT) Security Master and Pricing team, supporting one of the key reference data systems underpinning the brokerage platform. We build, support, and enhance the technology that allows our business partners to provide the best brokerage experience in the industry. 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.
]]>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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Workplace Insights supports the Client Engagement Group and Workplace Investing (WI) Senior Leadership Team by developing external industry perspective and insights that will impact WI strategic priorities and help Fidelity compete in the marketplace. The role will lead research and analysis of the broad workplace ecosystem (i.e., retirement, financial wellness, equity compensation, health care, voluntary benefits) including industry trends, emerging technologies (including artificial intelligence), weak signals, and potential risks to the WI business. Sitting at the intersection of data, insights and voice of customer, this role will help the WI organization filter out true signal from noise (key voice on what trends/signals matter most to Fidelity), understand Fidelity’s position in key markets and influence strategic investments to position Fidelity for long term success. As a key member of the Workplace Insights team, this role’s contributions will directly impact efforts to grow, run, and scale the business.
Successful candidates will be strong leaders with critical thinking and analytical skills and be capable of turning research and data into insights:
Fidelity’s Workplace Investing business is the market-leading provider of retirement, investment and benefits solutions for more than 26,000 companies and their 50 million employees. The Workplace Insights team is responsible for driving informed decisions and setting strategic direction through actionable insights and consultative partnerships that put the client, advisor and employee at the center of everything we do. We partner closely with key leaders and functions across WI and the enterprise, including the Business Domains, Communications, Marketing, Finance and Technology.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Workplace Insights supports the Client Engagement Group and Workplace Investing (WI) Senior Leadership Team by developing external industry perspective and insights that will impact WI strategic priorities and help Fidelity compete in the marketplace. The role will lead research and analysis of the broad workplace ecosystem (i.e., retirement, financial wellness, equity compensation, health care, voluntary benefits) including industry trends, emerging technologies (including artificial intelligence), weak signals, and potential risks to the WI business. Sitting at the intersection of data, insights and voice of customer, this role will help the WI organization filter out true signal from noise (key voice on what trends/signals matter most to Fidelity), understand Fidelity’s position in key markets and influence strategic investments to position Fidelity for long term success. As a key member of the Workplace Insights team, this role’s contributions will directly impact efforts to grow, run, and scale the business.
Successful candidates will be strong leaders with critical thinking and analytical skills and be capable of turning research and data into insights:
Fidelity’s Workplace Investing business is the market-leading provider of retirement, investment and benefits solutions for more than 26,000 companies and their 50 million employees. The Workplace Insights team is responsible for driving informed decisions and setting strategic direction through actionable insights and consultative partnerships that put the client, advisor and employee at the center of everything we do. We partner closely with key leaders and functions across WI and the enterprise, including the Business Domains, Communications, Marketing, Finance and Technology.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Workplace Insights supports the Client Engagement Group and Workplace Investing (WI) Senior Leadership Team by developing external industry perspective and insights that will impact WI strategic priorities and help Fidelity compete in the marketplace. The role will lead research and analysis of the broad workplace ecosystem (i.e., retirement, financial wellness, equity compensation, health care, voluntary benefits) including industry trends, emerging technologies (including artificial intelligence), weak signals, and potential risks to the WI business. Sitting at the intersection of data, insights and voice of customer, this role will help the WI organization filter out true signal from noise (key voice on what trends/signals matter most to Fidelity), understand Fidelity’s position in key markets and influence strategic investments to position Fidelity for long term success. As a key member of the Workplace Insights team, this role’s contributions will directly impact efforts to grow, run, and scale the business.
Successful candidates will be strong leaders with critical thinking and analytical skills and be capable of turning research and data into insights:
Fidelity’s Workplace Investing business is the market-leading provider of retirement, investment and benefits solutions for more than 26,000 companies and their 50 million employees. The Workplace Insights team is responsible for driving informed decisions and setting strategic direction through actionable insights and consultative partnerships that put the client, advisor and employee at the center of everything we do. We partner closely with key leaders and functions across WI and the enterprise, including the Business Domains, Communications, Marketing, Finance and Technology.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Workplace Insights supports the Client Engagement Group and Workplace Investing (WI) Senior Leadership Team by developing external industry perspective and insights that will impact WI strategic priorities and help Fidelity compete in the marketplace. The role will lead research and analysis of the broad workplace ecosystem (i.e., retirement, financial wellness, equity compensation, health care, voluntary benefits) including industry trends, emerging technologies (including artificial intelligence), weak signals, and potential risks to the WI business. Sitting at the intersection of data, insights and voice of customer, this role will help the WI organization filter out true signal from noise (key voice on what trends/signals matter most to Fidelity), understand Fidelity’s position in key markets and influence strategic investments to position Fidelity for long term success. As a key member of the Workplace Insights team, this role’s contributions will directly impact efforts to grow, run, and scale the business.
Successful candidates will be strong leaders with critical thinking and analytical skills and be capable of turning research and data into insights:
Fidelity’s Workplace Investing business is the market-leading provider of retirement, investment and benefits solutions for more than 26,000 companies and their 50 million employees. The Workplace Insights team is responsible for driving informed decisions and setting strategic direction through actionable insights and consultative partnerships that put the client, advisor and employee at the center of everything we do. We partner closely with key leaders and functions across WI and the enterprise, including the Business Domains, Communications, Marketing, Finance and Technology.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 state of Missouri (specifically St. Louis OR Kansas City) 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
The base salary range for this position is - 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.
The Role
As a lead Analyst supporting the onboarding of Alternative Instruments 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 Alternative fund 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 Alternative Investment Sponsors, clients, internal stakeholders, legal/compliance, and others. This Analyst will develop a significant internal voice on behalf of the Alternative product set and the broader FFIO organization, influencing systems and architecture solution design based on complex requirements.
As a member of the team, the Principal 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
Note: Fidelity will not provide immigration sponsorship for this position.
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 statements, 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.
The Center of Excellence: The Principal Analyst will belong to our Business Analysis Center of Excellence. We are insatiably curious analysts who, together with our squads, apply our unique business and technical subject matter expertise to build and deploy financial technology for evolving customer needs. As a team, we solve business problems by having a steadfast commitment to developing our people.
#FFIOAlts
#FidelityAlts
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 lead Analyst supporting the onboarding of Alternative Instruments 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 Alternative fund 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 Alternative Investment Sponsors, clients, internal stakeholders, legal/compliance, and others. This Analyst will develop a significant internal voice on behalf of the Alternative product set and the broader FFIO organization, influencing systems and architecture solution design based on complex requirements.
As a member of the team, the Principal 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
Note: Fidelity will not provide immigration sponsorship for this position.
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 statements, 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.
The Center of Excellence: The Principal Analyst will belong to our Business Analysis Center of Excellence. We are insatiably curious analysts who, together with our squads, apply our unique business and technical subject matter expertise to build and deploy financial technology for evolving customer needs. As a team, we solve business problems by having a steadfast commitment to developing our people.
#FFIOAlts
#FidelityAlts
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 critical member of the Operations and Service Group (OSG), the Associate Analyst, Corporate Actions, will provide world-class customer experience as part of the Corporate Actions International Dividends Announcements team. The Associate Analyst will be responsible for operational oversight of international dividends announcements, including cash dividends, return of capital, and bond interest payments for foreign securities. Additional duties include assisting with other International Dividends functions/adjustments and interacting with the Client Service and Support organizations as well as our global custodian, Citibank. The Associate Analyst will be a key contributor to a positive and inclusive team environment and have a strong dedication to team success.
The Expertise and Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
OSG provides superior customer service support to Fidelity's brokerage businesses through innovation, dedication, and commitment to excellence. The OSG Dividend Team provides operational excellence across the firm to various lines of business within the company. Our greatest asset is our people.
The base salary range for this position is $48,000-91,000 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.
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!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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!
The base salary range for this position is $66,000-125,000 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.
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 QRI Investment Services team is part of the Asset Management Compliance, Risk and Business Operations (CRBO) team, providing daily operational support to the Quantitative Research & Investments (QRI) team. This role is based in London and part of a global team. This role will have responsibility for tasks and functions supporting investment professionals. The primary focus will be on the daily investment operations tasks supporting the Active Quant portfolios and beginning of day process, and will include daily data reconciliations, and trade flow monitoring.
The role will also support investment process data management, including oversight of key data inputs used across the investment lifecycle, and ensuring data accuracy, timeliness, and completeness. This includes partnering with technology and data teams to resolve data issues, improve transparency, and enhance data controls supporting portfolio construction processes. The role will require collaboration with various groups across Fidelity, and alignment with the portfolio management teams to support their daily needs.
10+ years working experience in financial services
Bachelor’s degree required
Familiarity with database and Python/SQL concepts is a plus
Comfortable working with investors and a passion for learning various investment processes
Excellent judgment and problem-solving skills
Strong communication skills and a demonstrated ability to manage time sensitive workflows
Project management skills; experience contributing to and/or managing projects with multiple stakeholders and new processes
Ability to perform multiple tasks simultaneously and comfortable in an environment of shifting priorities
Analytic skills allowing you to perform various data analyses
Self-motivated and comfortable taking the initiative and owning the outcome
Familiarity with investment or operations in Equity and Fixed Income asset classes
Provide leadership for local capabilities supporting QRI investment professionals
Develop an understanding of all aspects of the quantitative investment process, including data inputs, data validation and workflows required for the portfolio construction process
Support daily investment process workflows, including data validation & cash management
Develop workflow documentation and desktop procedures, and ensure processes alignment
Support business priority changes and new requests
Build and cultivate relationships across multiple internal teams, including Compliance, Technology, Product, and Trading
The Asset Management Compliance, Risk and Business Operations (CRBO) team comprises the following teams: AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research & Analytics, Investment Services and Strategic Business Initiatives. 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, platform modernization, innovation, and talent development.
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 program 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.
You will work with product management and design colleagues to track and deliver new and evolving solutions. Your ability to manage multiple projects simultaneously and prioritize tasks effectively will drive success for our business. This opportunity allows you to join a team that prizes innovation, collaboration, and integrity.
You’ll be responsible for a range of Program Management activities, including:
Managing project timelines and resources to ensure flawless execution
Defining project scope, goals, and deliverables in collaboration with Product team
Coordinating cross-team requests with other groups (e.g. legal, risk, and compliance)
Defining processes and set up tools for professional and consistent delivery of work
Monitoring risks and addressing potential issues proactively
Communicating project status updates to management and relevant collaborators, ensuring transparency and alignment
Analyzing project performance and sharing reports to detail the outcomes
The Expertise and Skills You Bring
Proven experience in project and program management
Strong organizational, time management, and problem-solving skills
Excellent communication, interpersonal, and leadership abilities
Experience with software development processes and methodologies
6+ years of work experience
Bachelor’s degree or higher (or equivalent practical experience)
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.
The base salary range for this position is $85,000-171,000 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.
We are seeking a program 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.
You will work with product management and design colleagues to track and deliver new and evolving solutions. Your ability to manage multiple projects simultaneously and prioritize tasks effectively will drive success for our business. This opportunity allows you to join a team that prizes innovation, collaboration, and integrity.
You’ll be responsible for a range of Program Management activities, including:
Managing project timelines and resources to ensure flawless execution
Defining project scope, goals, and deliverables in collaboration with Product team
Coordinating cross-team requests with other groups (e.g. legal, risk, and compliance)
Defining processes and set up tools for professional and consistent delivery of work
Monitoring risks and addressing potential issues proactively
Communicating project status updates to management and relevant collaborators, ensuring transparency and alignment
Analyzing project performance and sharing reports to detail the outcomes
The Expertise and Skills You Bring
Proven experience in project and program management
Strong organizational, time management, and problem-solving skills
Excellent communication, interpersonal, and leadership abilities
Experience with software development processes and methodologies
6+ years of work experience
Bachelor’s degree or higher (or equivalent practical experience)
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.
The base salary range for this position is $85,000-171,000 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.
We are seeking a program 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.
You will work with product management and design colleagues to track and deliver new and evolving solutions. Your ability to manage multiple projects simultaneously and prioritize tasks effectively will drive success for our business. This opportunity allows you to join a team that prizes innovation, collaboration, and integrity.
You’ll be responsible for a range of Program Management activities, including:
Managing project timelines and resources to ensure flawless execution
Defining project scope, goals, and deliverables in collaboration with Product team
Coordinating cross-team requests with other groups (e.g. legal, risk, and compliance)
Defining processes and set up tools for professional and consistent delivery of work
Monitoring risks and addressing potential issues proactively
Communicating project status updates to management and relevant collaborators, ensuring transparency and alignment
Analyzing project performance and sharing reports to detail the outcomes
The Expertise and Skills You Bring
Proven experience in project and program management
Strong organizational, time management, and problem-solving skills
Excellent communication, interpersonal, and leadership abilities
Experience with software development processes and methodologies
6+ years of work experience
Bachelor’s degree or higher (or equivalent practical experience)
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.
The base salary range for this position is $85,000-171,000 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.
We are seeking a program 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.
You will work with product management and design colleagues to track and deliver new and evolving solutions. Your ability to manage multiple projects simultaneously and prioritize tasks effectively will drive success for our business. This opportunity allows you to join a team that prizes innovation, collaboration, and integrity.
You’ll be responsible for a range of Program Management activities, including:
Managing project timelines and resources to ensure flawless execution
Defining project scope, goals, and deliverables in collaboration with Product team
Coordinating cross-team requests with other groups (e.g. legal, risk, and compliance)
Defining processes and set up tools for professional and consistent delivery of work
Monitoring risks and addressing potential issues proactively
Communicating project status updates to management and relevant collaborators, ensuring transparency and alignment
Analyzing project performance and sharing reports to detail the outcomes
The Expertise and Skills You Bring
Proven experience in project and program management
Strong organizational, time management, and problem-solving skills
Excellent communication, interpersonal, and leadership abilities
Experience with software development processes and methodologies
6+ years of work experience
Bachelor’s degree or higher (or equivalent practical experience)
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.
The base salary range for this position is $85,000-171,000 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.
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 FRC organization is seeking a motivated Manager to join our team in our fight against fraud actors. The Manager, Debit Card Fraud Response will be responsible for partnering with various business units to establish a response program for Fidelity’s debit card business. Once built, you will participate in daily operations involving the creation of enhanced detection, prevention, and technical investigation of fraud events involving our clients.
In this role, your focus will be on supporting response to major fraud events and trends. Your responsibilities include:
Developing a fraud response program for debit card fraud.
Integrating that response program into established FRC processes for response, investigation, and escalation.
Conduct in-depth investigations of suspicious financial activity.
Gather and analyze evidence of fraudulent activity and other relevant information and data
Create and maintain case files of fraudulent activity.
Collaborate with analytics, legal, compliance, and external regulatory and law enforcement agencies.
Communicate fraud-related findings and recommendations to stakeholders.
Assist in recovering losses due to fraud, including conducting collections and monitoring recovery processes.
Bachelor’s degree and 4+ years’ experience in the financial services industry.
2+ years of risk or fraud related experience with specific focuses on card and payments fraud.
Assist in recovering losses due to fraud, including conducting collections and monitoring recovery processes.
Strong analytical skills to analyze data and identify patterns.
Problem solving skills to identify and resolve complex problems.
Possess the ability multi-task across a variety of responsibilities in a constantly evolving environment.
Ability to perform correlation and analysis from disparate internal systems to identify potentially fraudulent events.
Strong focus on execution and identifying, communicating, and removing impediments to progress.
You are highly energetic and enterprising, thriving in a fast-paced and constantly evolving team environment.
Willingness to expand your expertise continually learning new skills.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The FRC organization, within Enterprise Cyber Security, is responsible for preventing, detecting, responding to, and investigating fraud incidents across the entire Fidelity enterprise. When fraud occurs, FRC’s Fraud Response Team takes all vital actions required to analyze and escalate fraud trends and patterns, identify opportunities for preventing and detecting fraud, and building cases to present to law enforcement and prosecutive agencies.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 FRC organization is seeking a motivated Manager to join our team in our fight against fraud actors. The Manager, Debit Card Fraud Response will be responsible for partnering with various business units to establish a response program for Fidelity’s debit card business. Once built, you will participate in daily operations involving the creation of enhanced detection, prevention, and technical investigation of fraud events involving our clients.
In this role, your focus will be on supporting response to major fraud events and trends. Your responsibilities include:
Developing a fraud response program for debit card fraud.
Integrating that response program into established FRC processes for response, investigation, and escalation.
Conduct in-depth investigations of suspicious financial activity.
Gather and analyze evidence of fraudulent activity and other relevant information and data
Create and maintain case files of fraudulent activity.
Collaborate with analytics, legal, compliance, and external regulatory and law enforcement agencies.
Communicate fraud-related findings and recommendations to stakeholders.
Assist in recovering losses due to fraud, including conducting collections and monitoring recovery processes.
Bachelor’s degree and 4+ years’ experience in the financial services industry.
2+ years of risk or fraud related experience with specific focuses on card and payments fraud.
Assist in recovering losses due to fraud, including conducting collections and monitoring recovery processes.
Strong analytical skills to analyze data and identify patterns.
Problem solving skills to identify and resolve complex problems.
Possess the ability multi-task across a variety of responsibilities in a constantly evolving environment.
Ability to perform correlation and analysis from disparate internal systems to identify potentially fraudulent events.
Strong focus on execution and identifying, communicating, and removing impediments to progress.
You are highly energetic and enterprising, thriving in a fast-paced and constantly evolving team environment.
Willingness to expand your expertise continually learning new skills.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The FRC organization, within Enterprise Cyber Security, is responsible for preventing, detecting, responding to, and investigating fraud incidents across the entire Fidelity enterprise. When fraud occurs, FRC’s Fraud Response Team takes all vital actions required to analyze and escalate fraud trends and patterns, identify opportunities for preventing and detecting fraud, and building cases to present to law enforcement and prosecutive agencies.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 FRC organization is seeking a motivated Manager to join our team in our fight against fraud actors. The Manager, Debit Card Fraud Response will be responsible for partnering with various business units to establish a response program for Fidelity’s debit card business. Once built, you will participate in daily operations involving the creation of enhanced detection, prevention, and technical investigation of fraud events involving our clients.
In this role, your focus will be on supporting response to major fraud events and trends. Your responsibilities include:
Developing a fraud response program for debit card fraud.
Integrating that response program into established FRC processes for response, investigation, and escalation.
Conduct in-depth investigations of suspicious financial activity.
Gather and analyze evidence of fraudulent activity and other relevant information and data
Create and maintain case files of fraudulent activity.
Collaborate with analytics, legal, compliance, and external regulatory and law enforcement agencies.
Communicate fraud-related findings and recommendations to stakeholders.
Assist in recovering losses due to fraud, including conducting collections and monitoring recovery processes.
Bachelor’s degree and 4+ years’ experience in the financial services industry.
2+ years of risk or fraud related experience with specific focuses on card and payments fraud.
Assist in recovering losses due to fraud, including conducting collections and monitoring recovery processes.
Strong analytical skills to analyze data and identify patterns.
Problem solving skills to identify and resolve complex problems.
Possess the ability multi-task across a variety of responsibilities in a constantly evolving environment.
Ability to perform correlation and analysis from disparate internal systems to identify potentially fraudulent events.
Strong focus on execution and identifying, communicating, and removing impediments to progress.
You are highly energetic and enterprising, thriving in a fast-paced and constantly evolving team environment.
Willingness to expand your expertise continually learning new skills.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The FRC organization, within Enterprise Cyber Security, is responsible for preventing, detecting, responding to, and investigating fraud incidents across the entire Fidelity enterprise. When fraud occurs, FRC’s Fraud Response Team takes all vital actions required to analyze and escalate fraud trends and patterns, identify opportunities for preventing and detecting fraud, and building cases to present to law enforcement and prosecutive agencies.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Strategic Advisers, LLC is a registered investment advisor and Fidelity Investments Company that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 30 years, Strategic Advisers, LLC has specialized in the investment management of managed accounts and other custom solutions to help investors reach their financial goals. With more than $1.1 trillion in assets under management in a blend of Fidelity and third-party investment vehicles, Fidelity’s Strategic Advisers, LLC is a leading provider of managed solutions for retail, workplace, institutional clients.
The Role
Are you looking to make an impact on a leading trading desk? This is an exciting opportunity to become a key stakeholder in the execution of systematic, model-driven equity flow! You will be responsible for designing and overseeing our algo trading by evaluating execution venue results and working directly with counterparties on their execution results. In this role your primary responsibility will be for algo trading, but you will also play a critical role as the backup for our high touch traders.
The Expertise and Skills You Bring
Your strong analytical capabilities and deep familiarity with transaction cost analysis (TCA) methodologies will be crucial for success. This role requires a comprehensive understanding of equity market structure and hands-on experience with Execution Management Systems (EMS) workflows. You should be comfortable using data to make decisions and are adept at owning execution outcomes at scale. We prefer candidates with at least 5 years of experience in equity electronic trading that have worked directly with systematic order flow. While you will operate independently, you will also be a strong collaborator and team player and bring unique insights to our team. Being detail-oriented nature with a strong sense of accountability are key attributes for this position.
The core work of this role involves:
Overseeing the auto-routing and execution for all algorithmic trading.
Building and maintaining frameworks for dynamic venue weighting and rotation.
Analyzing the performance of venues, focusing on fill rates, information leakage, and post-trade price reversion.
Leading periodic reviews to determine when liquidity sources should be adjusted.
Note: Fidelity will not provide immigration sponsorship for this position.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position
The User Experience Content team contributes to Fidelity.com, NetBenefits.com, our flagship mobile app, and other platforms that help customers access and manage workplace benefits. These are among the most heavily trafficked financial services websites and mobile applications in the world. The team’s strength lies in its ability to view the experience holistically—connecting customers with the right Fidelity products and services through clear, intentional content..
About the role
As a UX Writer for our Brokerage products, you’ll play a critical role in shaping customer experiences across Fidelity’s digital ecosystem. You’ll help novice investors understand the fundamentals while supporting advanced traders as they navigate more complex financial topics—translating complexity into clear, effective content.
You’ll collaborate closely with Marketing partners to create web pages on Fidelity.com that guide customers to the right solutions. You’ll also partner with Product and Design teams to introduce new features within our crypto offerings, clearly communicating the value of concepts such as diversification across the blockchain and staking.
In this role, you’ll craft clear, compelling interface copy for end-to-end user flows, in-context education, and personalized messaging that spans the customer journey.
You’re passionate about language, thrive in close partnership with customer experience designers, and enjoy guiding work from concept to launch. You use data and analytics to test, iterate, and continuously improve content effectiveness.
The expertise and skill you bring
3–5 years of professional writing experience in UX writing, copywriting, or technical writing within financial services or a related field.
Your portfolio includes examples across mobile apps and web experiences, ideally spanning financial services and other consumer-facing industries (e.g., retail)
A versatile writer who can tailor messaging for diverse audiences—from individuals just getting started with investing to advanced traders seeking deeper insights
A clear communicator who can break down complex financial topics into conversational, approachable language
A curious collaborator who asks thoughtful questions and works effectively with business partners, legal teams, and cross-functional stakeholders.
Experience creating personalized content across mobile and web platforms
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position
The User Experience Content team contributes to Fidelity.com, NetBenefits.com, our flagship mobile app, and other platforms that help customers access and manage workplace benefits. These are among the most heavily trafficked financial services websites and mobile applications in the world. The team’s strength lies in its ability to view the experience holistically—connecting customers with the right Fidelity products and services through clear, intentional content..
About the role
As a UX Writer for our Brokerage products, you’ll play a critical role in shaping customer experiences across Fidelity’s digital ecosystem. You’ll help novice investors understand the fundamentals while supporting advanced traders as they navigate more complex financial topics—translating complexity into clear, effective content.
You’ll collaborate closely with Marketing partners to create web pages on Fidelity.com that guide customers to the right solutions. You’ll also partner with Product and Design teams to introduce new features within our crypto offerings, clearly communicating the value of concepts such as diversification across the blockchain and staking.
In this role, you’ll craft clear, compelling interface copy for end-to-end user flows, in-context education, and personalized messaging that spans the customer journey.
You’re passionate about language, thrive in close partnership with customer experience designers, and enjoy guiding work from concept to launch. You use data and analytics to test, iterate, and continuously improve content effectiveness.
The expertise and skill you bring
3–5 years of professional writing experience in UX writing, copywriting, or technical writing within financial services or a related field.
Your portfolio includes examples across mobile apps and web experiences, ideally spanning financial services and other consumer-facing industries (e.g., retail)
A versatile writer who can tailor messaging for diverse audiences—from individuals just getting started with investing to advanced traders seeking deeper insights
A clear communicator who can break down complex financial topics into conversational, approachable language
A curious collaborator who asks thoughtful questions and works effectively with business partners, legal teams, and cross-functional stakeholders.
Experience creating personalized content across mobile and web platforms
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
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
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Risk and Compliance – Risk Control
The Role
Fraud Risk & Control is seeking a motivated and detail-oriented professional to join the Fraud Prevention team. The Risk Control Manager will support the execution of fraud risk assessments across various products and business units. This role will assist in identifying and documenting key controls, evaluating potential fraud risks, and contributing to the development of a strong fraud risk management framework.
This position plays a key role in maintaining and enhancing the fraud risk control environment by supporting ongoing assessments, control testing, and process improvements. The ideal candidate will have foundational experience in fraud, compliance, or audit within financial services and a strong desire to grow in a dynamic and collaborative environment.
Support the execution of risk assessments and control evaluations
Assist in documenting risks, controls, and findings in a consistent and clear manner
Collaborate with business partners and FRC team members to identify and mitigate fraud risks
Contribute to process improvement initiatives and help enhance the fraud risk framework
Participate in training and knowledge-sharing efforts to strengthen team capabilities
The Expertise and Skills You Bring
Bachelor’s degree required or equivalent experience
3–5 years of experience in fraud, risk, compliance, audit, or related fields
Familiarity with risk management frameworks and control documentation
Experience with tools such as Archer or similar GRC platforms is a plus
Strong analytical and organizational skills
Previous roles in fraud based organizations
Ability to document and maintain control statements and risk assessments
Strong written and verbal communication skills
Attention to detail and a proactive approach to problem-solving
Ability to manage multiple priorities in a fast-paced environment
Collaborative mindset and willingness to learn from peers and leaders
Note: Fidelity will not provide immigration sponsorship for this position
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Risk and Compliance – Risk Control
The Role
Fraud Risk & Control is seeking a motivated and detail-oriented professional to join the Fraud Prevention team. The Risk Control Manager will support the execution of fraud risk assessments across various products and business units. This role will assist in identifying and documenting key controls, evaluating potential fraud risks, and contributing to the development of a strong fraud risk management framework.
This position plays a key role in maintaining and enhancing the fraud risk control environment by supporting ongoing assessments, control testing, and process improvements. The ideal candidate will have foundational experience in fraud, compliance, or audit within financial services and a strong desire to grow in a dynamic and collaborative environment.
Support the execution of risk assessments and control evaluations
Assist in documenting risks, controls, and findings in a consistent and clear manner
Collaborate with business partners and FRC team members to identify and mitigate fraud risks
Contribute to process improvement initiatives and help enhance the fraud risk framework
Participate in training and knowledge-sharing efforts to strengthen team capabilities
The Expertise and Skills You Bring
Bachelor’s degree required or equivalent experience
3–5 years of experience in fraud, risk, compliance, audit, or related fields
Familiarity with risk management frameworks and control documentation
Experience with tools such as Archer or similar GRC platforms is a plus
Strong analytical and organizational skills
Previous roles in fraud based organizations
Ability to document and maintain control statements and risk assessments
Strong written and verbal communication skills
Attention to detail and a proactive approach to problem-solving
Ability to manage multiple priorities in a fast-paced environment
Collaborative mindset and willingness to learn from peers and leaders
Note: Fidelity will not provide immigration sponsorship for this position
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Risk and Compliance – Risk Control
The Role
Fraud Risk & Control is seeking a motivated and detail-oriented professional to join the Fraud Prevention team. The Risk Control Manager will support the execution of fraud risk assessments across various products and business units. This role will assist in identifying and documenting key controls, evaluating potential fraud risks, and contributing to the development of a strong fraud risk management framework.
This position plays a key role in maintaining and enhancing the fraud risk control environment by supporting ongoing assessments, control testing, and process improvements. The ideal candidate will have foundational experience in fraud, compliance, or audit within financial services and a strong desire to grow in a dynamic and collaborative environment.
Support the execution of risk assessments and control evaluations
Assist in documenting risks, controls, and findings in a consistent and clear manner
Collaborate with business partners and FRC team members to identify and mitigate fraud risks
Contribute to process improvement initiatives and help enhance the fraud risk framework
Participate in training and knowledge-sharing efforts to strengthen team capabilities
The Expertise and Skills You Bring
Bachelor’s degree required or equivalent experience
3–5 years of experience in fraud, risk, compliance, audit, or related fields
Familiarity with risk management frameworks and control documentation
Experience with tools such as Archer or similar GRC platforms is a plus
Strong analytical and organizational skills
Previous roles in fraud based organizations
Ability to document and maintain control statements and risk assessments
Strong written and verbal communication skills
Attention to detail and a proactive approach to problem-solving
Ability to manage multiple priorities in a fast-paced environment
Collaborative mindset and willingness to learn from peers and leaders
Note: Fidelity will not provide immigration sponsorship for this position
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Senior Quant Engineer 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 Systematic Fixed Income research and portfolio construction ecosystem. This individual will include hands on development collaborating with team of software engineers and quantitative developers.
The Expertise and Skills You Bring
Bachelor’s degree in a computational field such as Computer Science, Master’s degree is preferred
Minimum of 3 years of proven professional experience working in financial services (Asset Management experienced preferred)
Proven experience engaging with senior internal and external clients and partners
Experience with Python and micro-services / RESTful APIs
Experience integrating data services with Excel or other UI like angular is a plus
Prior quant dev experience with Fixed Income asset class is a plus
Experience working on AWS cloud environment and working knowledge of CI/CD & DevOps
Strong experience in system architecture, design patterns and software engineering fundamentals such as OOP, functional programming, data modeling.
Advanced understanding of data structures
Demonstrated experience with portfolio construction and/or portfolio optimization is a plus
Proven ability to capture requirements and formulate plans by partnering with various stakeholders
Strong communication, interpersonal and relationship building skills to influence decisions and engage across Fidelity and at all levels of the organization
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Senior Quant Engineer 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 Systematic Fixed Income research and portfolio construction ecosystem. This individual will include hands on development collaborating with team of software engineers and quantitative developers.
The Expertise and Skills You Bring
Bachelor’s degree in a computational field such as Computer Science, Master’s degree is preferred
Minimum of 3 years of proven professional experience working in financial services (Asset Management experienced preferred)
Proven experience engaging with senior internal and external clients and partners
Experience with Python and micro-services / RESTful APIs
Experience integrating data services with Excel or other UI like angular is a plus
Prior quant dev experience with Fixed Income asset class is a plus
Experience working on AWS cloud environment and working knowledge of CI/CD & DevOps
Strong experience in system architecture, design patterns and software engineering fundamentals such as OOP, functional programming, data modeling.
Advanced understanding of data structures
Demonstrated experience with portfolio construction and/or portfolio optimization is a plus
Proven ability to capture requirements and formulate plans by partnering with various stakeholders
Strong communication, interpersonal and relationship building skills to influence decisions and engage across Fidelity and at all levels of the organization
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Senior Quant Engineer 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 Systematic Fixed Income research and portfolio construction ecosystem. This individual will include hands on development collaborating with team of software engineers and quantitative developers.
The Expertise and Skills You Bring
Bachelor’s degree in a computational field such as Computer Science, Master’s degree is preferred
Minimum of 3 years of proven professional experience working in financial services (Asset Management experienced preferred)
Proven experience engaging with senior internal and external clients and partners
Experience with Python and micro-services / RESTful APIs
Experience integrating data services with Excel or other UI like angular is a plus
Prior quant dev experience with Fixed Income asset class is a plus
Experience working on AWS cloud environment and working knowledge of CI/CD & DevOps
Strong experience in system architecture, design patterns and software engineering fundamentals such as OOP, functional programming, data modeling.
Advanced understanding of data structures
Demonstrated experience with portfolio construction and/or portfolio optimization is a plus
Proven ability to capture requirements and formulate plans by partnering with various stakeholders
Strong communication, interpersonal and relationship building skills to influence decisions and engage across Fidelity and at all levels of the organization
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Senior Quant Engineer 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 Systematic Fixed Income research and portfolio construction ecosystem. This individual will include hands on development collaborating with team of software engineers and quantitative developers.
The Expertise and Skills You Bring
Bachelor’s degree in a computational field such as Computer Science, Master’s degree is preferred
Minimum of 3 years of proven professional experience working in financial services (Asset Management experienced preferred)
Proven experience engaging with senior internal and external clients and partners
Experience with Python and micro-services / RESTful APIs
Experience integrating data services with Excel or other UI like angular is a plus
Prior quant dev experience with Fixed Income asset class is a plus
Experience working on AWS cloud environment and working knowledge of CI/CD & DevOps
Strong experience in system architecture, design patterns and software engineering fundamentals such as OOP, functional programming, data modeling.
Advanced understanding of data structures
Demonstrated experience with portfolio construction and/or portfolio optimization is a plus
Proven ability to capture requirements and formulate plans by partnering with various stakeholders
Strong communication, interpersonal and relationship building skills to influence decisions and engage across Fidelity and at all levels of the organization
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
The base salary range for this position is $45,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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
The base salary range for this position is $45,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, 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
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.
The base salary range for this position is $67,000-$127,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity is not providing 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.
The base salary range for this position is $67,000-$127,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity is not providing 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.
The base salary range for this position is $67,000-$127,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity is not providing 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.
The base salary range for this position is $67,000-$127,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $107,000-216,000 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.
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors 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 time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to an Investor Center or Regional Center in the state of VA, NC, SC or Washington DC.
The Expertise and Skills You Bring
Note: Fidelity will not provide 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.
The base salary range for this position is $95,000-186,000 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.
The Role
The Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors 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 time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to an Investor Center or Regional Center in the state of VA, NC, SC or Washington DC.
The Expertise and Skills You Bring
Note: Fidelity will not provide 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.
The base salary range for this position is $95,000-186,000 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.
The Role
The Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors 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 time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to an Investor Center or Regional Center in the state of VA, NC, SC or Washington DC.
The Expertise and Skills You Bring
Note: Fidelity will not provide 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.
The base salary range for this position is $95,000-186,000 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.
The Role
The Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors 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 time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to an Investor Center or Regional Center in the state of VA, NC, SC or Washington DC.
The Expertise and Skills You Bring
Note: Fidelity will not provide 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.
The base salary range for this position is $95,000-186,000 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.
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Clearing Conversion Data Manager plays a critical leadership role within Client Transition Services, accountable for converting and mapping data from external Clearing Platforms to National Financial Services on behalf of an introducing Broker dealer. This role leads complex, cross‑functional onboarding initiatives and serves as a subject matter expert driving digital efficiency, risk mitigation, and operational excellence.
Operating with significant independence, the Clearing Conversion Data Manager works with internal collaborators, Introducing Broker Dealers, and third-party vendors to define and implement data conversion strategies. They transform business and regulatory requirements into mapping documents for Technologists to develop programs to test and implement. They also influence platform and process improvements that affect many client transitions and business units.
Bachelor’s degree or equivalent experience, with 5 years of proven success in the financial services industry
Demonstrated effectiveness in complex, client‑facing onboarding, transition, and operational roles
FINRA Series 99 required or to have with 90 days; Series 7 highly preferred
Proven track record to lead sophisticated, cross‑functional initiatives with meaningful functional or divisional impact
Strong project and program management expertise, including oversight of multiple concurrent, time‑sensitive workstreams
Advanced technical proficiency in Excel and Access; SQL proficiency a plus, with the ability to translate business requirements into scalable technical solutions
Advanced analytical, problem‑solving, and decision‑making skills applied to complex, non‑routine scenarios
Executive Presence with strong written and verbal communication skills, including capacity to convey moderate to complex technical concepts to varied audiences
Expertise in data intensive mapping, including requirements definition, testing coordination, change management, and ongoing performance oversight
Results oriented individual who can support challenging priorities while maintaining quality, risk oversight, and client experience standards
Provide functional leadership and direction, serving as escalation point for complex onboarding, data mapping, documenting requirements and testing developed programs
Support data conversions across clearing platforms providing guidance to Introducing Broker Dealers,
Partner with Product Managers, Technology, Risk, and vendors to establish requirements, lead testing, deploy improvements, and maintain risk controls
Drive strategic digital onboarding and automation initiatives, coordinating requirements, UAT, production validation, and integrations within established procedures
Provide expert guidance to clients and internal partners including Sales, Relationship Managers, Project Managers on onboarding processes, workflows, and operational standards
Prepare dashboards and project plans to identify risks, trends, and operational improvement opportunities, lead the resolution of complex issues
Collaborate with Conversion Data Consultants, to support consistent execution across the team, and serve as backup to other Clearing Conversions to ensure continuity of operations
The Clearing Data Services team supports new and existing client onboarding events, ensuring accurate and timely account opening and asset conversion. The team consists of experienced Data Analysts responsible for converting data, setting up databases and mapping data accordingly with client specifications and regulatory standards. The team maintains relationships with internal business partners from Sales, Relationship Management, Client Experience, Operations, Product and Technology and plays a key role in ensuring workflows, controls, and product offerings align with business, compliance, and regulatory expectations. The team also supports enterprise digitalization by identifying opportunities and influencing onboarding strategy across IWMS.
NOTE: This role does not support sponsorship.
The base salary range for this position is $66,000-125,000 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.
The Clearing Conversion Data Manager plays a critical leadership role within Client Transition Services, accountable for converting and mapping data from external Clearing Platforms to National Financial Services on behalf of an introducing Broker dealer. This role leads complex, cross‑functional onboarding initiatives and serves as a subject matter expert driving digital efficiency, risk mitigation, and operational excellence.
Operating with significant independence, the Clearing Conversion Data Manager works with internal collaborators, Introducing Broker Dealers, and third-party vendors to define and implement data conversion strategies. They transform business and regulatory requirements into mapping documents for Technologists to develop programs to test and implement. They also influence platform and process improvements that affect many client transitions and business units.
Bachelor’s degree or equivalent experience, with 5 years of proven success in the financial services industry
Demonstrated effectiveness in complex, client‑facing onboarding, transition, and operational roles
FINRA Series 99 required or to have with 90 days; Series 7 highly preferred
Proven track record to lead sophisticated, cross‑functional initiatives with meaningful functional or divisional impact
Strong project and program management expertise, including oversight of multiple concurrent, time‑sensitive workstreams
Advanced technical proficiency in Excel and Access; SQL proficiency a plus, with the ability to translate business requirements into scalable technical solutions
Advanced analytical, problem‑solving, and decision‑making skills applied to complex, non‑routine scenarios
Executive Presence with strong written and verbal communication skills, including capacity to convey moderate to complex technical concepts to varied audiences
Expertise in data intensive mapping, including requirements definition, testing coordination, change management, and ongoing performance oversight
Results oriented individual who can support challenging priorities while maintaining quality, risk oversight, and client experience standards
Provide functional leadership and direction, serving as escalation point for complex onboarding, data mapping, documenting requirements and testing developed programs
Support data conversions across clearing platforms providing guidance to Introducing Broker Dealers,
Partner with Product Managers, Technology, Risk, and vendors to establish requirements, lead testing, deploy improvements, and maintain risk controls
Drive strategic digital onboarding and automation initiatives, coordinating requirements, UAT, production validation, and integrations within established procedures
Provide expert guidance to clients and internal partners including Sales, Relationship Managers, Project Managers on onboarding processes, workflows, and operational standards
Prepare dashboards and project plans to identify risks, trends, and operational improvement opportunities, lead the resolution of complex issues
Collaborate with Conversion Data Consultants, to support consistent execution across the team, and serve as backup to other Clearing Conversions to ensure continuity of operations
The Clearing Data Services team supports new and existing client onboarding events, ensuring accurate and timely account opening and asset conversion. The team consists of experienced Data Analysts responsible for converting data, setting up databases and mapping data accordingly with client specifications and regulatory standards. The team maintains relationships with internal business partners from Sales, Relationship Management, Client Experience, Operations, Product and Technology and plays a key role in ensuring workflows, controls, and product offerings align with business, compliance, and regulatory expectations. The team also supports enterprise digitalization by identifying opportunities and influencing onboarding strategy across IWMS.
NOTE: This role does not support sponsorship.
The base salary range for this position is $66,000-125,000 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.
The Clearing Conversion Data Manager plays a critical leadership role within Client Transition Services, accountable for converting and mapping data from external Clearing Platforms to National Financial Services on behalf of an introducing Broker dealer. This role leads complex, cross‑functional onboarding initiatives and serves as a subject matter expert driving digital efficiency, risk mitigation, and operational excellence.
Operating with significant independence, the Clearing Conversion Data Manager works with internal collaborators, Introducing Broker Dealers, and third-party vendors to define and implement data conversion strategies. They transform business and regulatory requirements into mapping documents for Technologists to develop programs to test and implement. They also influence platform and process improvements that affect many client transitions and business units.
Bachelor’s degree or equivalent experience, with 5 years of proven success in the financial services industry
Demonstrated effectiveness in complex, client‑facing onboarding, transition, and operational roles
FINRA Series 99 required or to have with 90 days; Series 7 highly preferred
Proven track record to lead sophisticated, cross‑functional initiatives with meaningful functional or divisional impact
Strong project and program management expertise, including oversight of multiple concurrent, time‑sensitive workstreams
Advanced technical proficiency in Excel and Access; SQL proficiency a plus, with the ability to translate business requirements into scalable technical solutions
Advanced analytical, problem‑solving, and decision‑making skills applied to complex, non‑routine scenarios
Executive Presence with strong written and verbal communication skills, including capacity to convey moderate to complex technical concepts to varied audiences
Expertise in data intensive mapping, including requirements definition, testing coordination, change management, and ongoing performance oversight
Results oriented individual who can support challenging priorities while maintaining quality, risk oversight, and client experience standards
Provide functional leadership and direction, serving as escalation point for complex onboarding, data mapping, documenting requirements and testing developed programs
Support data conversions across clearing platforms providing guidance to Introducing Broker Dealers,
Partner with Product Managers, Technology, Risk, and vendors to establish requirements, lead testing, deploy improvements, and maintain risk controls
Drive strategic digital onboarding and automation initiatives, coordinating requirements, UAT, production validation, and integrations within established procedures
Provide expert guidance to clients and internal partners including Sales, Relationship Managers, Project Managers on onboarding processes, workflows, and operational standards
Prepare dashboards and project plans to identify risks, trends, and operational improvement opportunities, lead the resolution of complex issues
Collaborate with Conversion Data Consultants, to support consistent execution across the team, and serve as backup to other Clearing Conversions to ensure continuity of operations
The Clearing Data Services team supports new and existing client onboarding events, ensuring accurate and timely account opening and asset conversion. The team consists of experienced Data Analysts responsible for converting data, setting up databases and mapping data accordingly with client specifications and regulatory standards. The team maintains relationships with internal business partners from Sales, Relationship Management, Client Experience, Operations, Product and Technology and plays a key role in ensuring workflows, controls, and product offerings align with business, compliance, and regulatory expectations. The team also supports enterprise digitalization by identifying opportunities and influencing onboarding strategy across IWMS.
NOTE: This role does not support sponsorship.
The base salary range for this position is $66,000-125,000 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.
Senior Security Systems Engineer
The Role
As a Security Systems Engineer, you will work as a member of the Fidelity Security Technology Team. You will be responsible for assisting in the design and implementation of physical security for various Fidelity Properties. The ideal candidate will demonstrate an understanding of the security business or function and display an understanding of how hardware/software systems relate to the protection of the Fidelity sites.
The Expertise and Skills You Bring
BS degree in Computer Science or equivalent degree or work experience preferred
5+ years of technology experience in the implementation and integration of software solutions in highly scalable environments
Experience with all aspects of Physical Security including Video Surveillance, Access Control, and Intrusion
Hands-on system integration experience is preferred
Experience with design tool and programs such as AutoCAD, Revit, and Visio
Understanding of cloud-based solutions, continuous integration/deployment, and cloud architecture.
Desire and aptitude for learning new technologies
Previous experience using business requirements to develop technical designs and define architectural strategies and solutions
Ability to communicate problems and recommend solutions to team members
Understanding of cloud-based solutions and cloud architecture.
Excellent verbal and written communication skills
Working across cloud infrastructure components (server, storage, network, data, and applications).
Participate and maintain the Technical Security standards globally and ensure seamless internal testing and control to ensure baseline standards are adhered to and maintained
Participate in working groups to address Technical Security operations, strategies, risks, and product support as needed
Support the implementation of strong governance structures for all Technical Security platforms and operations
Familiarity of the following Technical Security and Security Engineering topics preferred:
Physical Access Control
Electronic Access Control Systems
Visitor Management Systems
Access Control Devices & Equipment
Video Surveillance
Video Management Systems (VMS)
Internet Protocol Video (IPV)
Video Content Analysis Systems (VCA)
Digital & Analog Platform Topologies
Video Surveillance Devices & Equipment
Intrusion Detection
Alarm Monitoring Systems (AMS)
Physical Intrusion Detection Systems (IDS)
Intrusion Detection Devices & Equipment
Threat Prevention
Fingerprint Authentication Systems
Cryptographic Key Management Systems (CKMS)
Security Operations Center
Physical Security Information Management (PSIM)
Central Monitoring Station (CMS)
Integrated Platform Design & Architecture
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Fidelity Corporate Security Group is seeking a team member who has proven experience delivering creative solutions to complex issues within a collaborative and cooperative environment. Our team is passionate about Global Security and Investigation’s Mission - 'Protect Fidelity’s assets: our reputation, our people, our clients and our vital business information, processes and facilities.' We offer a flexible work environment with exceptional compensation packages and industry leading benefits. This unique opportunity will be essential for advancing Fidelity Investments’ Security Technology and will also have impacts throughout the security industry.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Security Systems Engineer
The Role
As a Security Systems Engineer, you will work as a member of the Fidelity Security Technology Team. You will be responsible for assisting in the design and implementation of physical security for various Fidelity Properties. The ideal candidate will demonstrate an understanding of the security business or function and display an understanding of how hardware/software systems relate to the protection of the Fidelity sites.
The Expertise and Skills You Bring
BS degree in Computer Science or equivalent degree or work experience preferred
5+ years of technology experience in the implementation and integration of software solutions in highly scalable environments
Experience with all aspects of Physical Security including Video Surveillance, Access Control, and Intrusion
Hands-on system integration experience is preferred
Experience with design tool and programs such as AutoCAD, Revit, and Visio
Understanding of cloud-based solutions, continuous integration/deployment, and cloud architecture.
Desire and aptitude for learning new technologies
Previous experience using business requirements to develop technical designs and define architectural strategies and solutions
Ability to communicate problems and recommend solutions to team members
Understanding of cloud-based solutions and cloud architecture.
Excellent verbal and written communication skills
Working across cloud infrastructure components (server, storage, network, data, and applications).
Participate and maintain the Technical Security standards globally and ensure seamless internal testing and control to ensure baseline standards are adhered to and maintained
Participate in working groups to address Technical Security operations, strategies, risks, and product support as needed
Support the implementation of strong governance structures for all Technical Security platforms and operations
Familiarity of the following Technical Security and Security Engineering topics preferred:
Physical Access Control
Electronic Access Control Systems
Visitor Management Systems
Access Control Devices & Equipment
Video Surveillance
Video Management Systems (VMS)
Internet Protocol Video (IPV)
Video Content Analysis Systems (VCA)
Digital & Analog Platform Topologies
Video Surveillance Devices & Equipment
Intrusion Detection
Alarm Monitoring Systems (AMS)
Physical Intrusion Detection Systems (IDS)
Intrusion Detection Devices & Equipment
Threat Prevention
Fingerprint Authentication Systems
Cryptographic Key Management Systems (CKMS)
Security Operations Center
Physical Security Information Management (PSIM)
Central Monitoring Station (CMS)
Integrated Platform Design & Architecture
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Fidelity Corporate Security Group is seeking a team member who has proven experience delivering creative solutions to complex issues within a collaborative and cooperative environment. Our team is passionate about Global Security and Investigation’s Mission - 'Protect Fidelity’s assets: our reputation, our people, our clients and our vital business information, processes and facilities.' We offer a flexible work environment with exceptional compensation packages and industry leading benefits. This unique opportunity will be essential for advancing Fidelity Investments’ Security Technology and will also have impacts throughout the security industry.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 energized by partnering with business leaders and bringing marketing strategies to life? Join Fidelity’s Intermediary Investment Segment Marketing team, where we promote relevant investment solutions that drive real business outcomes.
In this role, you’ll collaborate with cross‑functional partners to deliver focused, high‑impact marketing programs. This includes providing tailored support and custom marketing materials for top clients, as well as contributing to multi‑channel strategic marketing campaigns. You’ll play a visible role shaping how Fidelity shows up with intermediaries, balancing thoughtful planning with hands‑on execution in a fast‑moving environment.
The Expertise and Skills You Bring
Successful candidates bring strong organization and prioritization skills, along with enthusiasm for delivering impact through strategic marketing and execution.
Experience working on multi-channel marketing programs, and the ability to do so collaboratively within cross-functional teams.
Foundational marketing skillset including writing and storytelling, and visual presentation formats.
Sharp attention to detail, demonstrated time-management, and strong prioritization skills.
Comfort and curiosity when working with research, data, and analytics.
Confidence and professional acumen in working with senior leaders, including regular written updates as well as presentations in live settings.
Excellent written and verbal communication and professional acumen when providing updates to senior leaders.
Strong ability to develop perspectives and advocate in alignment with key business goals.
Familiarity or interest in financial or investment services, or technology.
The Team
Our Intermediary Investment Segment Marketing Team is directly aligned with our Intermediary Investment Client Group, a key business in the Fidelity Institutional organization. Our team develops and delivers relevant, differentiated and client centric B2B marketing programs that propel Fidelity Institutional strategic product and solution focus areas by driving awareness and engagement.
Note: Fidelity will not provide immigration sponsorship for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 energized by partnering with business leaders and bringing marketing strategies to life? Join Fidelity’s Intermediary Investment Segment Marketing team, where we promote relevant investment solutions that drive real business outcomes.
In this role, you’ll collaborate with cross‑functional partners to deliver focused, high‑impact marketing programs. This includes providing tailored support and custom marketing materials for top clients, as well as contributing to multi‑channel strategic marketing campaigns. You’ll play a visible role shaping how Fidelity shows up with intermediaries, balancing thoughtful planning with hands‑on execution in a fast‑moving environment.
The Expertise and Skills You Bring
Successful candidates bring strong organization and prioritization skills, along with enthusiasm for delivering impact through strategic marketing and execution.
Experience working on multi-channel marketing programs, and the ability to do so collaboratively within cross-functional teams.
Foundational marketing skillset including writing and storytelling, and visual presentation formats.
Sharp attention to detail, demonstrated time-management, and strong prioritization skills.
Comfort and curiosity when working with research, data, and analytics.
Confidence and professional acumen in working with senior leaders, including regular written updates as well as presentations in live settings.
Excellent written and verbal communication and professional acumen when providing updates to senior leaders.
Strong ability to develop perspectives and advocate in alignment with key business goals.
Familiarity or interest in financial or investment services, or technology.
The Team
Our Intermediary Investment Segment Marketing Team is directly aligned with our Intermediary Investment Client Group, a key business in the Fidelity Institutional organization. Our team develops and delivers relevant, differentiated and client centric B2B marketing programs that propel Fidelity Institutional strategic product and solution focus areas by driving awareness and engagement.
Note: Fidelity will not provide immigration sponsorship for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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!
The base salary range for this position is $66,000-125,000 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.
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, 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
Strategic Advisors Technology (SAT) is seeking a Senior 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.
Collaborating with business stakeholders to gather and analyze business and functional requirements and confirm these via meaningful artifacts (Business Requirements documents, process flows, use cases, etc.)
Performing cost-benefit analyses to ensure technology investments for the given business requirements are strategically aligned, financially sound, and deliver maximum business value
Converting business requirements into actionable delivery plans with defined milestones and timelines
Identifying and managing risks and dependencies for planned work
Implementing delivery plans through quarterly planning and backlog management
Managing product backlogs using collaborative tools including JIRA, Confluence, PowerPoint, Excel, and SharePoint
Translating complex business requirements into user stories with well-defined business value and acceptance criteria
Leading team refinement sessions to ensure stories are clear and ready for sprint planning
Defining story acceptance tests in collaboration with the team, applying Acceptance Test Driven Development (ATDD) principles during refinement.
Ownership of user story sign-off, ensuring the delivery meets the requirements and has passed all tests (automated and manual)
Proactively identifying opportunities for process and system improvements to extend the value delivered to your business partners
Where Needed - Participation in End-to-End test activities to ensure functionality is working per the requirements
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 Five (5) years experience as a Systems Analyst
The Expertise and Skills You Bring
Financial services industry knowledge and experience is highly desirable, investment management and/or wealth management domain knowledge a plus
Excellent written and verbal communication skills
Able to understand the technology and software architecture of an application
Experience with various tools that assist in analysis and testing including SQL Developer, Insomnia, Kafka - Offset Explorer, and Datadog for data validation and debugging, Jira and Confluence.
Willingness to dive in and understand code for analysis and support purposes
Familiarity with modern AI tools and their application in Systems Analysis is desirable
Has worked in an Agile environment that uses the Scrum Methodology and is experienced with the related events and artifacts
Has effectively worked in a global, team-based environment with team members in various locations and countries.
The Team
As a Senior Systems Analyst on the team, you work in partnership with the Strategic Advisors business stakeholders, Squad team members, 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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, 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
Strategic Advisors Technology (SAT) is seeking a Senior 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.
Collaborating with business stakeholders to gather and analyze business and functional requirements and confirm these via meaningful artifacts (Business Requirements documents, process flows, use cases, etc.)
Performing cost-benefit analyses to ensure technology investments for the given business requirements are strategically aligned, financially sound, and deliver maximum business value
Converting business requirements into actionable delivery plans with defined milestones and timelines
Identifying and managing risks and dependencies for planned work
Implementing delivery plans through quarterly planning and backlog management
Managing product backlogs using collaborative tools including JIRA, Confluence, PowerPoint, Excel, and SharePoint
Translating complex business requirements into user stories with well-defined business value and acceptance criteria
Leading team refinement sessions to ensure stories are clear and ready for sprint planning
Defining story acceptance tests in collaboration with the team, applying Acceptance Test Driven Development (ATDD) principles during refinement.
Ownership of user story sign-off, ensuring the delivery meets the requirements and has passed all tests (automated and manual)
Proactively identifying opportunities for process and system improvements to extend the value delivered to your business partners
Where Needed - Participation in End-to-End test activities to ensure functionality is working per the requirements
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 Five (5) years experience as a Systems Analyst
The Expertise and Skills You Bring
Financial services industry knowledge and experience is highly desirable, investment management and/or wealth management domain knowledge a plus
Excellent written and verbal communication skills
Able to understand the technology and software architecture of an application
Experience with various tools that assist in analysis and testing including SQL Developer, Insomnia, Kafka - Offset Explorer, and Datadog for data validation and debugging, Jira and Confluence.
Willingness to dive in and understand code for analysis and support purposes
Familiarity with modern AI tools and their application in Systems Analysis is desirable
Has worked in an Agile environment that uses the Scrum Methodology and is experienced with the related events and artifacts
Has effectively worked in a global, team-based environment with team members in various locations and countries.
The Team
As a Senior Systems Analyst on the team, you work in partnership with the Strategic Advisors business stakeholders, Squad team members, 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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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 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.
Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.).
Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus.
5-7 years of experience in performing and leading complex information technology audits, preferably financial services.
Knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. Ability to independently perform hands-on IT general controls testing across many of these areas.
Knowledge of authentication, authorization, and credential management.
Understanding of Artificial Intelligence, Machine Learning, Data Science and Robotic Process Automation.
Understanding of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities.
Ability to work simultaneously on multiple tasks and lead team priorities and workload.
Strong technical problem solving and data analytical skills. Scripting 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.
The Team
The IT Audit 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 and Senior Analysts on the team.
Builds deep working relationships with audit teams and clients.
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 top 10 Best Place to Work in 2024. 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.
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 all business days of every other week in a Fidelity office.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
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.
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, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 real estate? Do you thrive in fast-paced settings? Do you strive for excellence in operations and customer service? Can you work within matrix organizations and influence and inspire others? If so, Fidelity Real Estate is seeking a Vice President, Facilities & Operations to join our global Facilities & Operations team!
The Vice President of Facilities & Operations, Head of Facilities & Operations, will lead a team of real estate professionals, including our 3rd party facility management partners, that jointly oversee all operational aspects of office space within the global portfolio. This leader will drive asset value through critical thinking, effective expense management and infrastructure planning; focusing on associates' needs by leading a team of Hospitality professionals and oversight of amenity programs such as cafeteria and fitness operations, etc. To do this, you will collaborate, seamlessly, with groups inside and outside of Real Estate.
The Expertise and Skills You Bring
15+ years of experience in operations, facility management, real estate, corporate strategy, or management consulting or Masters with 13+ years of experience
Proven expertise developing and leading sophisticated strategic initiatives, with experience delivering successful outcomes
Experience applying creative frameworks to quickly innovate, improve and sustain impactful programs
Ability to initiate, develop, and foster collaborative relationships, in a matrix environment, with internal and external team members across all global sites
Ability to effectively articulate a clear strategic vision and influence partners throughout all levels of the organization
A consumer-first approach with curiosity and passion to deliver against all needs
Confidence and ability to apply financial and operational considerations to develop strategies and execute plans
Comfort and success operating in a fast paced and agile culture
Apply industry leading standards and principles and lead operational and engineering teams to maintain space and concepts that enable the organization’s vision
Partner with other real estate functions to align on priorities, develop solutions, and evolve programs with a focus on financial stewardship; develop ways to increase asset value, decrease operational expenses, and prioritize capital spending
Connect with enterprise leaders to ensure a cohesive and seamless strategic foundation, with emphasis on associate engagement
Lead a team of real estate professionals who are responsible for the daily operation for Fidelity Investments US western real estate portfolio (circa 2.6 M+ square feet)
Manage up to 5 director-level people leaders: focusing on goals setting, professional development, leadership, and ongoing communication
24X7 on-call coverage
Ability to travel up to 30% of the time
Note: Fidelity is not providing immigration sponsorship for this position
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.
Facilities & Operations is responsible for ensuring a safe and productive workspace experience for all Fidelity associates and maintaining best-in-class real estate that reflects the Fidelity brand for our visitors and clients. We demonstrate operational excellence in all facets of our daily work.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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 Complex Assets Group at Fidelity Charitable works with philanthropists, their professional advisors and issuer counsel to facilitate charitable donations of complex assets such as equity interests in privately held C corporations, S corporations, limited partnerships (including private equity, hedge fund and other alternative investment vehicles) and limited liability companies.
The VP of Complex Assets will manage the acceptance, oversight and liquidation of a wide variety of complex assets on behalf of Fidelity Charitable from initial inquiry to completion of charitable transfers, post-acceptance oversight and closings/funding of Giving Accounts upon liquidation of contributed assets.
You will work directly with donors and their advisors through the entire charitable giving process.
You will review assets for acceptance following thorough due diligence and assessment of risk, including securities disclosure in connection with public and private M&A activity.
You will engage with and develop strong working relationships with donors, corporate issuers, in-house and outside counsel, C-suite executives and investor relations teams.
You will travel to the territories you support to engage the advisor community, deepen relationships and deliver effective practice management presentations.
You will work closely with internal partners to evolve, develop and deliver highly impactful practice management modules, strategic marketing and thought leadership.
The Expertise and Skills You Bring
B.A. or B.S degree required, J.D. required
Minimum of 5 years of law firm or in-house experience preferred
Experience in taxation, private equity, and the private capital ecosystem desired
5+ years relationship management experience
Experience working with financial intermediaries, T&E attorneys, CPAs, CFPs for wealth planning purposes
Experience and high level of competence in the areas of due diligence and assessment of risk, including product liability and securities disclosure in connection with public M&A activity
CFP a plus
You are dynamic and personable and have a proven track record of taking the lead.
You have demonstrated a strong work ethic and are a continual learner.
You have superior time-management skills and the ability to prioritize and respond to competing requests.
You have excellent influencing capabilities and an interest in 'teaching' experts new tricks.
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.
The base salary range for this position is $118,000-226,000 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.
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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 a REMOTE job, but does require you to currently live within 90 miles of the Greater Atlanta, GA area.
The Expertise We’re Looking For
Series 7 & Series 63 licenses required, 66 preferred
Series 66 required within 90 days of hire
2+ years of experience in a customer service or sales role preferred
Knowledge of tax exempt retirement products and services highly desirable
Previous phone center experience preferred
Demonstrated ability to deliver exceptional customer results
The Purpose of Your Role
Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.
The Skills You Bring
Your comprehensive understanding of the current market, economy, & economic trends
Your robust consultative, influencing and communication skills
Proven capability to be proactive and demonstrate initiative
Strong time management and prioritization skills
Your receptiveness to feedback and willingness to adapt to change
The Value You Deliver
Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy
Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs
Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan
Leverage guidance offering and appropriate tools to assist customers with their retirement readiness
Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets
Understanding and articulating Fidelity Viewpoints to provide general education to clients
Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate
How Your Work Impacts the Organization
The Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal & Workplace Investment flows.
CERTIFICATIONS:
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA (required within 90 days of hire)
COMPANY OVERVIEW
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Position
The Technical Research Analyst will focus primarily on equities with main responsibilities including:
Reviewing and rating individual stocks
Preparing and publishing investment reports
Conducting regular fund reviews with portfolio managers
Collaborating with Technical Research colleagues
Generating reports, creating new market visualizations, and building custom chart packets
Analyzing technical indicators and strategies, and presenting results to investment professionals
Qualifications
We are seeking candidates who have the following characteristics:
An undergraduate degree and at least 5 years of experience in the financial markets
An intermediate to advanced level of understanding of technical analysis
Outstanding oral and written communication skills; ability to analyze multiple data sets and translate into clear investment conclusions
Familiarity with intermarket analysis and global financial markets
Exceptional aptitude and broad knowledge of investment technology and applications
Desire to generate new and innovative technical indicators
The ability and desire to educate investment professionals on the concepts and benefits of technical analysis
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Pacific Northwest Regional Business Development Consultant
Regional Philanthropic Consultant
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Fidelity Charitable is seeking a strategic and influential Regional Philanthropic Consultant to lead charitable planning efforts across the Pacific Northwest. This role is ideal for a seasoned professional who thrives on solving complex problems, driving innovation, and delivering high-impact philanthropic solutions through professional intermediaries.
You will be responsible for expanding Fidelity Charitable’s presence and impact by engaging with financial advisors, attorneys, accountants, and corporate professionals. Your work will help clients integrate charitable giving into their comprehensive wealth management strategies, ultimately increasing grantmaking both regionally and nationally.
Serving as a visible and credible leader in the territory, representing Fidelity Charitable’s mission and capabilities.
Influencing and operationalizing charitable planning strategies across a diverse network of intermediaries.
Delivering sophisticated consultation and analysis on tax-advantaged giving strategies, complex asset donations, and philanthropic planning.
Driving adoption of the Charitable Investment Advisor Program, generating referrals, and supporting client retention.
Collaborating with internal partners and specialist teams to enhance divisional processes and identifying new opportunities for growth.
Making strategic decisions based on long-term trends and business implications.
Leading cross-functional initiatives and managing resources across multiple work/project groups.
The Expertise and Skills You Bring
Bachelor’s degree required; advanced degree or designation (CAP®, CFP®) preferred.
Minimum of 12+ years of experience in financial services, with a strong background in field sales and strategic planning.
Deep expertise in tax, legal, and investment principles related to charitable planning.
Proven ability to solve complex problems with functional and process implications.
Exceptional interpersonal, negotiation, and presentation skills, with the ability to communicate complex concepts to influential audiences.
Demonstrated success in leading cross-functional initiatives and driving measurable business impact.
High aptitude for learning, adaptability, and strategic decision-making.
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 Consultant you will be responsible for collaborating with the advisors of current and future donors, growing the American tradition of charitable giving, and protecting the brand and mission of the organization.
The base salary range for this position is $95,000-186,000 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.
Job Title: VP, Managing Director
Note: Fidelity will not provide immigration sponsorship for this position
THIS POSTING IS FOR FUTURE MD OPENINGS ON WEST COAST
The Role
As a Vice President, Managing Director in Select 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
Require associate in this role to hold Series 7 and 63 licenses
Prefer associates to have 8 years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required
Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s trusted advisor.
Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.
Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.
Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.
Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.
In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.
Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.
Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.
Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.
Differentiates Fidelity's benefits approach against competitive benefit solutions.
Proactively leads pricing and fees discussions using more sophisticated pricing levers.
Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.
Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.
Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.
Provides analysis and advice to resolve the needs of internal/external customers.
Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.
Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.
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.
The base salary range for this position is $118,000-226,000 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.
Job Title: VP, Managing Director
Note: Fidelity will not provide immigration sponsorship for this position
THIS POSTING IS FOR FUTURE MD OPENINGS ON WEST COAST
The Role
As a Vice President, Managing Director in Select 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
Require associate in this role to hold Series 7 and 63 licenses
Prefer associates to have 8 years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required
Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s trusted advisor.
Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.
Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.
Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.
Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.
In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.
Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.
Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.
Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.
Differentiates Fidelity's benefits approach against competitive benefit solutions.
Proactively leads pricing and fees discussions using more sophisticated pricing levers.
Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.
Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.
Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.
Provides analysis and advice to resolve the needs of internal/external customers.
Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.
Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.
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.
The base salary range for this position is $118,000-226,000 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.
Job Title: VP, Managing Director
Note: Fidelity will not provide immigration sponsorship for this position
THIS POSTING IS FOR FUTURE MD OPENINGS ON WEST COAST
The Role
As a Vice President, Managing Director in Select 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
Require associate in this role to hold Series 7 and 63 licenses
Prefer associates to have 8 years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required
Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s trusted advisor.
Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.
Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.
Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.
Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.
In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.
Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.
Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.
Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.
Differentiates Fidelity's benefits approach against competitive benefit solutions.
Proactively leads pricing and fees discussions using more sophisticated pricing levers.
Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.
Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.
Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.
Provides analysis and advice to resolve the needs of internal/external customers.
Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.
Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.
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.
The base salary range for this position is $118,000-226,000 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.
Job Title: VP, Managing Director
Note: Fidelity will not provide immigration sponsorship for this position
THIS POSTING IS FOR FUTURE MD OPENINGS ON WEST COAST
The Role
As a Vice President, Managing Director in Select 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
Require associate in this role to hold Series 7 and 63 licenses
Prefer associates to have 8 years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required
Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s trusted advisor.
Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.
Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.
Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.
Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.
In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.
Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.
Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.
Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.
Differentiates Fidelity's benefits approach against competitive benefit solutions.
Proactively leads pricing and fees discussions using more sophisticated pricing levers.
Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.
Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.
Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.
Provides analysis and advice to resolve the needs of internal/external customers.
Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.
Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.
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.
The base salary range for this position is $118,000-226,000 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.
Job Title: VP, Managing Director
Note: Fidelity will not provide immigration sponsorship for this position
THIS POSTING IS FOR FUTURE MD OPENINGS ON WEST COAST
The Role
As a Vice President, Managing Director in Select 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
Require associate in this role to hold Series 7 and 63 licenses
Prefer associates to have 8 years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required
Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s trusted advisor.
Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.
Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.
Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.
Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.
In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.
Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.
Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.
Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.
Differentiates Fidelity's benefits approach against competitive benefit solutions.
Proactively leads pricing and fees discussions using more sophisticated pricing levers.
Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.
Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.
Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.
Provides analysis and advice to resolve the needs of internal/external customers.
Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.
Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.
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.
The base salary range for this position is $118,000-226,000 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.
Job Title: VP, Managing Director
Note: Fidelity will not provide immigration sponsorship for this position
THIS POSTING IS FOR FUTURE MD OPENINGS ON WEST COAST
The Role
As a Vice President, Managing Director in Select 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
Require associate in this role to hold Series 7 and 63 licenses
Prefer associates to have 8 years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required
Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s trusted advisor.
Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.
Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.
Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.
Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.
In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.
Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.
Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.
Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.
Differentiates Fidelity's benefits approach against competitive benefit solutions.
Proactively leads pricing and fees discussions using more sophisticated pricing levers.
Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.
Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.
Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.
Provides analysis and advice to resolve the needs of internal/external customers.
Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.
Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.
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.
The base salary range for this position is $118,000-226,000 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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Representative, Alternative Investments - Distributions
The Role
The Alternative Investments Brokerage Operations role is responsible for processing distributions accurately 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 Distributions team is tasked with paying out all dividends, returns of capital, and reinvested shares and processing distribution election changes.
The Expertise and Skills You Bring
College degree preferred
Prior experience with alternative investments and distribution experience is preferred
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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 Enterprise Cybersecurity Risk (ECS Cyber Risk) team is seeking an experienced Principal-level risk professional to lead in the creation of cyber risk analysis pertaining to ECS. The candidate will understand current and emerging cybersecurity risks and determine key risk scenarios for the ECS Product Areas. The candidate will participate in risk / threat modeling sessions to prioritize top risks. The candidate will advise on both exceptions and audit finding risk levels to drive down the number of exceptions and accurately risk rate audit findings. The candidate will quantify cyber risk and present analyses at the technical and executive level that will allow senior management to make informed decisions based on resulting risk data.
The Expertise and Skills You Bring
Minimum 3-5 years of risk experience quantifying cyber risk scenarios and presenting data in a meaningful and insightful way to senior leaders.
Demonstrated experience in cybersecurity risk management, assessment frameworks, and metrics reporting.
Experience managing projects end-to-end, from initial stages of acquiring data from multiple sources and subject matter experts to the tracking, maintenance, and closure of a project, with proven ability to integrate data into risk analysis tools and communicate progress effectively across multiple lines and levels.
Use and understanding of governance, risk, and compliance tools.
Advanced understanding of NIST 800-53 Cybersecurity Framework, Cybersecurity Risk Institute (CRI), and FAIR
CRISC, CISSP, or CISM certifications are preferred.
You have effective communication and excellent presentation skills to senior leaders.
You can deep dive into metrics that will both (1) quantify the work being done and (2) quantify how cyber risk position has improved.
Critical thinking skills to ask detailed questions and fully vet answers to uncover discrepancies and gaps others may not have found is a must.
You can work across business lines to influence change and help mitigate cyber risk.
You have an intermediate understanding of risks pertaining to the following: cloud security, access controls, encryption, vendor security, data exfiltration, application security, perimeter security, customer protection, privileged access, denial of service, unpatched vulnerabilities, and end of life software.
You operate in a fast-paced environment and can complete analyses quickly and accurately integrating new cybersecurity data into risk models as it emerges.
You bring an investigator mindset to deep dive into metrics to understand and communicate actionable risk to business and technology groups.
Determining the appropriate controls for cybersecurity risks
Working with asset inventory and asset management
Evaluating multiple sources, reports, industry trends to compare risk related findings to existing ECS policies and uncover gaps and opportunities for process improvement.
Determining what, who, and where changes are warranted to close gaps, working with appropriate contacts to draft policy enhancement ensuring continued progress.
The Team
ECS Cyber Risk provides cybersecurity risk analyses pertaining to existing and emerging risk scenarios and communicates these risks to appropriate ECS technical teams and senior leadership. This team focuses on identifying, measuring, prioritizing, and reporting on cyber risk scenarios and will work both independently and across business units and technology teams to assist senior management with informed decisions and directions in strategy to either maintain the course or if needed, change direction.
The base salary range for this position is $107,000-216,000 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.
The Role
Through your work as a Brokerage Treasury Operations Analyst, you will ensure the cash flows in the firm’s various depository accounts is managed properly as well as conduct funding and settlement activities to support the organization’s cash management objectives.
The Expertise and Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Brokerage Treasury Cash Management team is focused on managing the cash flows within the firm’s bank accounts to ensure efficient balance management and maximize utilization of available funds as well as ensure that the firm conducts its daily settlement activities in a timely manner.
The base salary range for this position is $55,000-105,000 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.
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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. Fidelity is not providing immigration sponsorship for this position.
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
The base salary range for this position is $45,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position
Looking for an experienced .Net and Java tech stack capable Full Stack Engineer. Job role will include helping in Production Support, Platform Engineering for applications built in various tech stacks. Good interpersonal skills. Ability to switch context and multi-task, learn quickly with minimal support and guide other members of the team.
__________________________________
A Principal Full Stack Engineer that thrives in an environment where we are using innovative technologies to provide first class digital experience for our clients and customers. You will be involved in building or enhancing existing capabilities that help millions of Fidelity’s customers prepare better for retirement while delivering industry best experiences.
The Team
As a member of the 401k or Defined Contribution (DC) Online Recordkeeping technology chapter within the Workplace Investing business unit of Fidelity, you will be responsible for design, development, testing, deployment and Production Support of scalable and innovative solutions that help Fidelity’s customers plan & invest for retirement, manage and transact from their DC retirement accounts. You will be part of an agile Platform engineering team working in a fast-paced environment, closely collaborating with product, architecture and other engineering teams.
Members of this team also regularly work to:
Provide Level 3 application support
Participate in weekly on call rotation
Troubleshoot issues and conduct root cause analysis
Work alongside other associates on the team to elevate technology and consistently apply best practices.
The Experience You Have
Bachelor’s or master’s degree in computer science or a related technology discipline
10+ years of software development experience on business critical, enterprise-wide applications
Experience collaborating/working/leading a team of developers
Expertise in designing, developing and maintaining high-volume transactional systems
Expertise in building scalable, server-side enterprise applications, domain logic intensive RESTful APIs
Experience in developing cloud neutral applications in AWS/Azure
Ability to debug through legacy systems, C++ & COM, and capture current state to aid with modernization
Actively participates in and contributes to formal reviews of architecture, design, and code
Provide deployment support for software releases into production environments
Experience leading and mentoring junior software developers
Fosters teamwork and collaboration across global development teams, business and systems partners.
Experience building technology solutions in the financial services industry is preferred.
Experience with Agile and Scrum Methodologies is preferred.
Leverage available AI/Dev assist tools in speeding up delivery and contributions.
The Skills You Bring
Experience in working in medium to large sized projects.
RESTful API design and development using JAVA / Microsoft .NET Core frameworks (C#).
Experience in design patterns & principles such as OO, DD, SOA, Microservices etc.
CICD experience using Azure DevOps and Jenkins.
An understanding of Micro-services Architecture and domain driven design patterns
Developing and deploying 12-factor, containerized (Docker, Kubernetes) API’s to AWS/Azure
Collaboration with producers and consumer teams to implement end-to-end solutions in a customer obsessed
Experience developing software utilizing relational databases
Experience with Test automation for unit, functional and non-functional testing (SOATEST, SOASTA, Cucumber)
Ability to develop technical artifacts based on analysis of business and systems requirements
Aptitude to discover/document implementations from legacy systems, C++, Java. .NET, as part of re- platform.
Knowledge of the current technologies and evolving trends
Identify opportunities to leverage AI/Dev assist tools for faster delivery and reduce dependencies.
Detail oriented coupled with strong analytical and problem-solving skills
Possess strong organizational skills, effective written and verbal communication skills, ability to multi-task.
Strong Team player and collaborator
The Value You Deliver
Your primary focus will be to work/collaborate/lead a team of developers on an Agile/Scrum team that partners closely with a Business and Product. Aligned with business priorities, you will be focused on re-architecting a suite of DC domain specific web services spread across multiple technology stacks as RESTful APIs based on micro-services architecture and domain driven design for deployment to a cloud environment.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Publishing Manager is responsible for creating compelling, timely presentations for institutional clients and prospects that help bring to life how Fidelity’s investment strategies can address their unique needs. You’ll partner closely with investment, product, data analysis, and institutional sales and relationship teams to deliver dynamic presentation materials that help win new business and grow important client relationships. You’ll also partner with technology teams to automate presentation production and publishing. This is a fast-paced marketing role that provides a great opportunity to collaborate across the institutional and asset management organization on strategically important work.
The Expertise and Skills You Bring
Minimum Bachelor’s Degree
3+ years of experience working in financial services industry in a marketing, communications, data analyst, data production or project management capacity
Knowledge of financial services and/or investment products
Highly organized with strong project management skills, consistently setting and meeting deadlines, prioritizing work, and handling fast paced timelines
Strong interpersonal and verbal communication skills, comfort collaborating across a range of levels, and able to use good judgement in engaging business partners
Proficient with PowerPoint; able to translate data and technical information into clear, compelling charts, tables and other appealing visualizations and apply our design standards
Proficient with Excel and querying data; able to use formulas, pivot tables, and other tools to manipulate large quantities of data
Experience with Workfront, Seismic, and/or Tableau preferred
Ability to be flexible and adaptive to changing content requirements, workflows, and new technology applications
Imagination and curiosity to explore new ways to scale and automate production processes
The Team
Our marketing team partners closely with Fidelity investment teams to produce and scale impactful and timely investment content crafted to help institutional investors understand how Fidelity can address their unique investment challenges. Come explore our dynamic team!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Publishing Manager is responsible for creating compelling, timely presentations for institutional clients and prospects that help bring to life how Fidelity’s investment strategies can address their unique needs. You’ll partner closely with investment, product, data analysis, and institutional sales and relationship teams to deliver dynamic presentation materials that help win new business and grow important client relationships. You’ll also partner with technology teams to automate presentation production and publishing. This is a fast-paced marketing role that provides a great opportunity to collaborate across the institutional and asset management organization on strategically important work.
The Expertise and Skills You Bring
Minimum Bachelor’s Degree
3+ years of experience working in financial services industry in a marketing, communications, data analyst, data production or project management capacity
Knowledge of financial services and/or investment products
Highly organized with strong project management skills, consistently setting and meeting deadlines, prioritizing work, and handling fast paced timelines
Strong interpersonal and verbal communication skills, comfort collaborating across a range of levels, and able to use good judgement in engaging business partners
Proficient with PowerPoint; able to translate data and technical information into clear, compelling charts, tables and other appealing visualizations and apply our design standards
Proficient with Excel and querying data; able to use formulas, pivot tables, and other tools to manipulate large quantities of data
Experience with Workfront, Seismic, and/or Tableau preferred
Ability to be flexible and adaptive to changing content requirements, workflows, and new technology applications
Imagination and curiosity to explore new ways to scale and automate production processes
The Team
Our marketing team partners closely with Fidelity investment teams to produce and scale impactful and timely investment content crafted to help institutional investors understand how Fidelity can address their unique investment challenges. Come explore our dynamic team!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Foreign Exchange Trading Associate to join a team of traders, providing sole coverage during the overnight shift (12:00 a.m.- 8:00 a.m.). The successful candidate will be responsible for the execution and risk management of FX trading activity with Fidelity’s retail and institutional clients. This role involves trading FX spot, forward and swaps as well as advising institutional clients on hedging strategies and mitigating currency risk. The position also requires close coordination with the broader trading and operation teams to ensure continuity across shifts and key responsibilities include:
The Expertise and Skills You Bring
The Team
Fidelity Forex is a seven-member trading team that acts as a principal market maker in foreign currency markets. Operating within Fidelity Capital Markets, the group trades with a diverse client base that includes individuals, hedge funds, registered investment advisors and Fidelity affiliated businesses and companies. Responsibilities are shared equally across the team, with client satisfaction as an unwavering focus. The Forex group has built an impressive track record of mitigating client risk, delivering superior service and generating solid financial results for Fidelity.
Note: Fidelity will not provide immigration sponsorship for this position.
The base salary range for this position is $100,000-185,000 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.
Description
Do you want to work on leading edge cloud technologies that are transforming how we scale our next generation platforms?
This is an opportunity for a highly motivated Principal Cloud Engineer to join our Observability Platform team within Fidelity Architecture and Engineering. You will work in a diverse, open and transparent culture where you will contribute to powering the next generation of Fidelity’s digital services through innovative solutions using the latest cloud native technologies and leading-edge engineering practices.
We believe that empowered and self-motivated teams can achieve outstanding things. We are passionate about opensource contribution, sharing our expertise and knowledge with the engineering community while adopting a continuous learning approach support by a dedicated learning day each week.
The Experience We’re Looking For
Bonus Skills
The Team
This is an opportunity for a highly motivated Principal Cloud Engineer to join Fidelity Architecture and Engineering, who are responsible for enabling the next generation cloud platforms across Fidelity. We excel in the construction of high quality, secure and scalable cloud platforms using industry-leading engineering principles and practices. We are a global team which has a passion for open source and continuous learning while pursuing engineering excellence in the cloud in a collaborative, open and transparent culture.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Description
Do you want to work on leading edge cloud technologies that are transforming how we scale our next generation platforms?
This is an opportunity for a highly motivated Principal Cloud Engineer to join our Observability Platform team within Fidelity Architecture and Engineering. You will work in a diverse, open and transparent culture where you will contribute to powering the next generation of Fidelity’s digital services through innovative solutions using the latest cloud native technologies and leading-edge engineering practices.
We believe that empowered and self-motivated teams can achieve outstanding things. We are passionate about opensource contribution, sharing our expertise and knowledge with the engineering community while adopting a continuous learning approach support by a dedicated learning day each week.
The Experience We’re Looking For
Bonus Skills
The Team
This is an opportunity for a highly motivated Principal Cloud Engineer to join Fidelity Architecture and Engineering, who are responsible for enabling the next generation cloud platforms across Fidelity. We excel in the construction of high quality, secure and scalable cloud platforms using industry-leading engineering principles and practices. We are a global team which has a passion for open source and continuous learning while pursuing engineering excellence in the cloud in a collaborative, open and transparent culture.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Strategic Advisers, LLC (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, SAI has specialized in asset allocation solutions, as well as crafting methodologies for many of Fidelity’s investment planning tools to help investors reach their financial goals. With over $1 Trillion in assets under management, SAI manages asset allocation strategies for over three million customers. The Portfolio Engineering (PE) function within SAI is responsible for the management, customization, and execution of individual client portfolios.
The Role
Strategic Advisers is looking for a Portfolio Analyst to join our Fundamental Model Management Team in the Portfolio Engineering division. The Portfolio Analyst works closely with the Portfolio Management Teams and plays a key role in ensuring that portfolios are positioned in accordance with the Portfolio Managers' (PM) investment strategies and views. These portfolios include a mix of single and multi-asset class strategies, investing in a selection of securities including stocks, bonds, ETF’s, mutual funds, and separately managed accounts.
The Value You Deliver
Skills and Knowledge
Education and Experience
Fidelity Investments is an equal opportunity employer.
The base salary range for this position is $90,000 - $175,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Strategic Sourcing Team works on a comprehensive Talent Acquisition Strategy to identifying and hiring critical talent for the firm. Our mission is sourcing and attracting high quality passive talent from leading companies in critical skill areas. This team is growing its capabilities to source experienced talent from underrepresented groups. Are you passionate about finding and engaging passive job seekers?
As a distributed group, collaboration and team first mentality are still at our core. We rely on our individual strengths to make us stronger as a group.
The Expertise You Have
Skills You Bring
The Value You Deliver
As a part of the Strategic Sourcing Team you will need to bring the ability to rise to the occasion and find success when navigating through ambiguity and shifting priorities. It will be crucial to partner closely with Recruiting and Hiring Managers to build sourcing strategies for finding and attracting talent for our most critical and challenging to fill positions.
Please see the below pay rate range for the work location of Rhode Island only: $50.00-$55.00 per hour.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ftsjobs.com if you would like to request an accommodation.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Strategic Sourcing Team works on a comprehensive Talent Acquisition Strategy to identifying and hiring critical talent for the firm. Our mission is sourcing and attracting high quality passive talent from leading companies in critical skill areas. This team is growing its capabilities to source experienced talent from underrepresented groups. Are you passionate about finding and engaging passive job seekers?
As a distributed group, collaboration and team first mentality are still at our core. We rely on our individual strengths to make us stronger as a group.
The Expertise You Have
Skills You Bring
The Value You Deliver
As a part of the Strategic Sourcing Team you will need to bring the ability to rise to the occasion and find success when navigating through ambiguity and shifting priorities. It will be crucial to partner closely with Recruiting and Hiring Managers to build sourcing strategies for finding and attracting talent for our most critical and challenging to fill positions.
Please see the below pay rate range for the work location of Rhode Island only: $50.00-$55.00 per hour.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ftsjobs.com if you would like to request an accommodation.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Strategic Sourcing Team works on a comprehensive Talent Acquisition Strategy to identifying and hiring critical talent for the firm. Our mission is sourcing and attracting high quality passive talent from leading companies in critical skill areas. This team is growing its capabilities to source experienced talent from underrepresented groups. Are you passionate about finding and engaging passive job seekers?
As a distributed group, collaboration and team first mentality are still at our core. We rely on our individual strengths to make us stronger as a group.
The Expertise You Have
Skills You Bring
The Value You Deliver
As a part of the Strategic Sourcing Team you will need to bring the ability to rise to the occasion and find success when navigating through ambiguity and shifting priorities. It will be crucial to partner closely with Recruiting and Hiring Managers to build sourcing strategies for finding and attracting talent for our most critical and challenging to fill positions.
Please see the below pay rate range for the work location of Rhode Island only: $50.00-$55.00 per hour.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ftsjobs.com if you would like to request an accommodation.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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. Fidelity is not providing immigration sponsorship for this position.
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
The base salary range for this position is $45,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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. Fidelity is not providing immigration sponsorship for this position.
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Team
We at Fidelity Trade Management Engineering (TME) group are responsible for building and maintaining Fidelity’s brokerage platform order management and trade processing system. We are high functioning, fast paced technology group that work on cutting edge technologies to deliver low latency and high throughput trading solutions. We want to work with an engineer who is versatile, always eager to take on new problems and share solutions as we push the technology forward. Working independently as well as collaboratively, it is important for this person to have a positive approach to leadership, teamwork, and a drive to deliver groundbreaking solutions every day.
The Expertise You Have
The Skills You Bring
The Value you Deliver
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Team
We at Fidelity Trade Management Engineering (TME) group are responsible for building and maintaining Fidelity’s brokerage platform order management and trade processing system. We are high functioning, fast paced technology group that work on cutting edge technologies to deliver low latency and high throughput trading solutions. We want to work with an engineer who is versatile, always eager to take on new problems and share solutions as we push the technology forward. Working independently as well as collaboratively, it is important for this person to have a positive approach to leadership, teamwork, and a drive to deliver groundbreaking solutions every day.
The Expertise You Have
The Skills You Bring
The Value you Deliver
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 will be a hybrid role working out of one of our Missouri branch locations.
For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager.
The Expertise We’re Looking For
The Purpose of Your Role
You are providing the highest level of customer service to Fidelity’s most sophisticated and highest net worth client. Through frequent communication and collaboration, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.
The Skills You Bring
The Value You Deliver
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 will be a hybrid role working out of one of our Missouri branch locations.
For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager.
The Expertise We’re Looking For
The Purpose of Your Role
You are providing the highest level of customer service to Fidelity’s most sophisticated and highest net worth client. Through frequent communication and collaboration, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.
The Skills You Bring
The Value You Deliver
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
The base salary range for this position is $45,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Associate Analyst, Brokerage Treasury Operations
Cash Management Services – Funds Transfer Services
The Role
As an experienced Brokerage Operations Associate Representative within Treasury’s Cash Management Services – Funds Transfer Services team, you will play a key role in ensuring the accurate, timely, and compliant execution of complex foreign currency and electronic payment transactions. This role is suited for professionals with a strong background in payments and reconciliation who can independently manage exceptions, mitigate risk, and contribute to process improvement initiatives.
You will act as a trusted operational partner, applying sound judgment while adhering to regulatory standards, internal controls, and Fidelity policies, all while delivering a consistently high level of service to clients and internal stakeholders.
Responsibilities:
Independently process and oversee client payment requests, ensuring accuracy, timeliness, and adherence to service-level expectations
Review, analyze, and resolve complex wire payment exceptions, exercising judgment to determine appropriate posting or return actions
Perform detailed reconciliation of departmental suspense accounts, identifying root causes and driving resolution of breaks
Identify trends, risks, and control gaps within payment flows and escalate issues as appropriate
Own and maintain operational policies and procedures, ensuring documentation remains current and effective
Prepare, analyze, and publish operational payment metrics and insights for senior management
Partner with Treasury colleagues, Operations teams, and business stakeholders to support operational efficiency, risk mitigation, and process improvements
Provide subject matter support and guidance to peers as needed
Support business-driven initiatives, special projects, and coverage needs during peak periods
The Expertise and Skills You Bring
3+ years of experience in Payment Operations, Treasury Operations, or a related financial services function
Demonstrated expertise in suspense account reconciliation and exception management
Strong knowledge of electronic payments processing, including SWIFT and wire payment workflows
Proven ability to interpret policies, assess risk, and apply sound operational judgment
Excellent written, verbal, and interpersonal communication skills, including the ability to communicate effectively with stakeholders
Ability to work independently with minimal supervision while contributing as a collaborative team member
Strong organizational, analytical, and time management skills with the ability to manage competing priorities
Highly adaptable and comfortable operating in a fast-paced, deadline-driven environment
Willingness to support overtime or extended hours as business needs require
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Treasury Department, part of Fidelity’s Operations and Services Group (OSG), delivers cash management, banking operations, and advisory services across Fidelity. Treasury supports Fidelity Institutional (FI), which provides brokerage, operational, risk management, and technology solutions to banks, broker-dealers, registered investment advisors, family offices, and other financial intermediaries.
The base salary range for this position is $48,000-91,000 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.
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 state of California or Colorado.
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 state of California or Colorado.
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 state of California or Colorado.
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 state of California or Colorado.
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 state of California or Colorado.
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.
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.
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
We are searching for a dynamic and experienced human resources professional to lead Pembroke’s Human Resources team. Working from our Boston office and reporting to the President of Pembroke, you will work closely with associates and managers across Pembroke’s offices providing HR services, including recruiting, manager engagement, associate development, performance management and in collaboration with Fidelity HR SMEs, support for compensation, benefits, employee relations and HR operations. You will also collaborate with Pembroke HR and business colleagues to create and deliver HR projects that support our global priorities.
The ideal candidate for this role has a strong focus on internal client engagement and satisfaction, is a creative problem-solver, can work independently and effectively prioritize, and possesses strong analytical skills and exceptional communication skills. This is an exciting role for an experienced HR professional with real estate experience interested in joining a global HR team and partnering across a diverse organization.
Recruit, select, hire, and onboard new associates at multiple levels, partnering with managers and Fidelity Talent Acquisition.
Develop, lead and participate in global HR projects, considering the diverse needs of a global workforce and ensuring that programs promote an inclusive and respectful work culture.
Guide and support managers to thoroughly and effectively resolve employee relations issues in collaboration with Fidelity Employee Relations.
Lead the global HR team to balance Enterprise HR services, processes, and communications to align with Pembroke’s global community and expectations.
Effectively lead the annual performance management and compensation cycles, overseeing a project plan to ensure appropriate sequencing of activities to meet deadlines and timely and relevant communications to associates and managers.
The Expertise and Skills You Bring:
Bachelor’s degree plus 12-15+ years of experience in human resources functional or generalist role(s), with relevant experience in at least 2-3 areas (i.e., associate engagement, analysis and reporting, performance management, recruitment, employee relations).
Prior Real Estate experience
Proven success serving as a trusted advisor to senior level executives, challenging and influencing difficult issues and strategic decisions, as well as providing sophisticated solutions to complex issues in an ambiguous environment.
Actively listens to the needs and concerns of business leaders and functional partners and can develop strategic recommendations/solutions.
Demonstrated experience in influencing executive teams on implications of internal and external business trends and issues that influence talent or operating environments
Strong decision-making skills and comfort working in a fast-paced, fluid environment
Deep analytical capability to translate workforce data into strategy, decision-making and business results
Outstanding communication, conceptual thinking, and problem-solving capabilities
A willingness and ability to adapt to changing work priorities and react with appropriate flexibility.
Note: Pembroke will not provide immigration sponsorship for this position
The Team
Pembroke is an international real estate advisor that acquires, develops and manages properties and places - specializing in mixed-use and office environments in the world's leading cities. We believe that properties that stand the test of time deserve a lot of time. So, we take a different approach: a thoughtful approach.
Facilitating patient capital of FMR LLC (Fidelity Investments) and FIL (Fidelity International Limited), we invest in global markets with long-term growth potential.
Over the past twenty years, we've grown to include offices in Boston, Hamburg, London, Munich, San Francisco, Stockholm, Sydney, Tokyo, and Washington DC, and manage approximately 876,000 sq m/ 9.4 m sq ft in North America, Europe, and Asia Pacific. By combining a global point of view with local expertise, we're able to create and manage world-class properties that deliver the best outcomes for our tenants, investors and the communities in which we work.
At Pembroke, we're united by a belief that real estate is more than just buildings. Our mission is to create long-term value through our global expertise, local knowledge, and passion for real estate. Comprised of experts across a variety of fields, our team consistently strives for excellence, achieves with integrity and embraces collaboration. Working together, we create places people love.
For more information, visit our website: www.pembroke.com
Thoughtful Global Real Estate
As an international real estate advisor that acquires, develops and manages properties and places, we see real estate as a long-term investment.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Team:
Fidelity Institutional (FI) is seeking a bold, energetic engineer who is passionate about building and scaling cloud-based automation and reporting platforms. The ideal candidate is ambitious, collaborative, and motivated to make a meaningful impact through engineering excellence.
In the FI Platform Engineering team, we value versatile engineers who can operate across multiple areas and are eager to engage with a range of our Platform & Service offerings, which currently span:
• DevOps / DevSecOps
• Test Automation & Reporting Platforms
• Common Authorization & Identity Services
• Accelerating Delivery via GenAI
The Expertise and Skills You Bring:
Bachelor’s degree in computer science or equivalent experience.
2 - 3 years of experience in Cloud development (AWS) skills; Experience with building and operating highly resilient platforms in AWS cloud environments.
4 - 6 Years of experience in software development with Python, NodeJS, or Java with a focus on SDLC and automation.
Hands on experience working with containers (Kubernetes) and serverless applications (Lambda, SQS, DynamoDB, S3).
Working experience with Infrastructure as Code E.g. Terraform
Experience with infrastructure automation and Observability tools E.g. Jenkins, DataDog.
Hands-on experience with CI/CD pipelines using Jenkins Core.
Scripting ability in PowerShell or Bash Shell Unix Scripting.
Knowledge of basic sysadmin skills in Linux, Networking, Load Balancing.
Strong team focus with good relationship building skills
Ensure that platforms run effectively and in compliance with corporate security guidelines and industry best practices.
Strong written and verbal communications skills.
Bonus skills
Certification in public Cloud (AWS) or Kubernetes is a plus.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Team:
Fidelity Institutional (FI) is seeking a bold, energetic engineer who is passionate about building and scaling cloud-based automation and reporting platforms. The ideal candidate is ambitious, collaborative, and motivated to make a meaningful impact through engineering excellence.
In the FI Platform Engineering team, we value versatile engineers who can operate across multiple areas and are eager to engage with a range of our Platform & Service offerings, which currently span:
• DevOps / DevSecOps
• Test Automation & Reporting Platforms
• Common Authorization & Identity Services
• Accelerating Delivery via GenAI
The Expertise and Skills You Bring:
Bachelor’s degree in computer science or equivalent experience.
2 - 3 years of experience in Cloud development (AWS) skills; Experience with building and operating highly resilient platforms in AWS cloud environments.
4 - 6 Years of experience in software development with Python, NodeJS, or Java with a focus on SDLC and automation.
Hands on experience working with containers (Kubernetes) and serverless applications (Lambda, SQS, DynamoDB, S3).
Working experience with Infrastructure as Code E.g. Terraform
Experience with infrastructure automation and Observability tools E.g. Jenkins, DataDog.
Hands-on experience with CI/CD pipelines using Jenkins Core.
Scripting ability in PowerShell or Bash Shell Unix Scripting.
Knowledge of basic sysadmin skills in Linux, Networking, Load Balancing.
Strong team focus with good relationship building skills
Ensure that platforms run effectively and in compliance with corporate security guidelines and industry best practices.
Strong written and verbal communications skills.
Bonus skills
Certification in public Cloud (AWS) or Kubernetes is a plus.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
The base salary range for this position is $45,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position
About the job
The User Experience Content team contributes to Fidelity.com, NetBenefits.com, our flagship mobile app, and other digital platforms that help users access and manage workplace benefits. These are among the most heavily trafficked financial services websites and mobile applications in the world. This team’s strength lies in its ability to view the experience holistically and connect customers with the right Fidelity products and services.
As Vice President of User Experience Content Strategy, you will be the connective tissue between our Brokerage products and how customers experience them through our digital ecosystem. Partnering with Product, Design, and Research teams, you will be responsible for shaping our core trading activity helping customers find investments, determine portfolio fit, and elevate their investing through advanced tools. As a key member of the Creative & Content team, you’ll lead a group of User Experience Writers and Content Strategists and ensure experiences across Fidelity.com and the Fidelity mobile app are customer-centric, clear, and easy to use. . Your team will craft intuitive, instructional, and conversational content that empowers customers to plan and invest for their futures.
Play a pivotal role in leading end-to-end communication strategies, ensuring consistent use of brand voice and tone, driving personalization, and advocating for the thoughtful integration of artificial intelligence.
Through clear and persuasive communication—both verbal and visual—you’ll present ideas and share the data-driven rationale behind content design decisions. You’ll collaborate with Product Area Leads and the Head of User Experience Content to manage prioritization, staffing, and coordinate multiple projects across the company.
The Expertise You Bring
10+ years of progressive leadership in user experience, content strategy, and design with a compelling portfolio to showcase your skills.
5+ years of experience in financial services, the industry language is fluent to you
5+ years managing a team of 5 or more UX Writers, Content Strategists, or Designers.
Experience creating personalized experiences across mobile and web platforms.
5+ years of experience in financial services, financial planning, or wealth management.
Proven leadership skills with the ability to think strategically and execute tactically when needed.
The Skills You Bring
Deep expertise in content strategy, including communication planning, SEO in the age of AI, UI copywriting, machine learning-driven personalization, and performance measurement.
Ability to create, teach, and critique UX flows, sitemaps, priority guides, and content that align with product goals across web, desktop, and mobile platforms.
Strong relationship-building skills with the ability to earn trust from peers and executives in a complex, matrixed organization.
Collaborative mindset with experience partnering with product managers, engineers, researchers, and designers to brainstorm and develop concepts.
Active contributor to the design process, with the ability to lead testing and customer validation efforts.
Executive presence and the ability to communicate effectively with both technical and non-technical audiences.
Mastery of design thinking and the ability to guide teams in solving the right problems with the right methods.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position
About the job
The User Experience Content team contributes to Fidelity.com, NetBenefits.com, our flagship mobile app, and other digital platforms that help users access and manage workplace benefits. These are among the most heavily trafficked financial services websites and mobile applications in the world. This team’s strength lies in its ability to view the experience holistically and connect customers with the right Fidelity products and services.
As Vice President of User Experience Content Strategy, you will be the connective tissue between our Brokerage products and how customers experience them through our digital ecosystem. Partnering with Product, Design, and Research teams, you will be responsible for shaping our core trading activity helping customers find investments, determine portfolio fit, and elevate their investing through advanced tools. As a key member of the Creative & Content team, you’ll lead a group of User Experience Writers and Content Strategists and ensure experiences across Fidelity.com and the Fidelity mobile app are customer-centric, clear, and easy to use. . Your team will craft intuitive, instructional, and conversational content that empowers customers to plan and invest for their futures.
Play a pivotal role in leading end-to-end communication strategies, ensuring consistent use of brand voice and tone, driving personalization, and advocating for the thoughtful integration of artificial intelligence.
Through clear and persuasive communication—both verbal and visual—you’ll present ideas and share the data-driven rationale behind content design decisions. You’ll collaborate with Product Area Leads and the Head of User Experience Content to manage prioritization, staffing, and coordinate multiple projects across the company.
The Expertise You Bring
10+ years of progressive leadership in user experience, content strategy, and design with a compelling portfolio to showcase your skills.
5+ years of experience in financial services, the industry language is fluent to you
5+ years managing a team of 5 or more UX Writers, Content Strategists, or Designers.
Experience creating personalized experiences across mobile and web platforms.
5+ years of experience in financial services, financial planning, or wealth management.
Proven leadership skills with the ability to think strategically and execute tactically when needed.
The Skills You Bring
Deep expertise in content strategy, including communication planning, SEO in the age of AI, UI copywriting, machine learning-driven personalization, and performance measurement.
Ability to create, teach, and critique UX flows, sitemaps, priority guides, and content that align with product goals across web, desktop, and mobile platforms.
Strong relationship-building skills with the ability to earn trust from peers and executives in a complex, matrixed organization.
Collaborative mindset with experience partnering with product managers, engineers, researchers, and designers to brainstorm and develop concepts.
Active contributor to the design process, with the ability to lead testing and customer validation efforts.
Executive presence and the ability to communicate effectively with both technical and non-technical audiences.
Mastery of design thinking and the ability to guide teams in solving the right problems with the right methods.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 have a passion for doing what’s right for the client and you want to work in a dynamic, client-focused environment while developing others, then consider joining Fidelity branch leadership, where you will have oversight of a team of successful licensed associates in one of our 200 investor centers across the country. By embracing our care standards, you will help clients achieve their planning goals, associates create a career and life they are proud of, and Fidelity grow throughout your community.
The Expertise We’re Looking For
The Purpose of Your Role
Your ability to foster the connection of our people to Fidelity’s mission is imperative. You will enable the development of branch associates through training, mentorship and motivation, allowing them to maximize their potential and prioritize the growth of their planning expertise and, ultimately, help more people.
The Value You Deliver
This member of branch management will:
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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 energized by leading large, complex organizations and shaping how millions of people experience benefits communications? As Vice President, Communications Management, you will be leading an enterprise‑scale organization delivering high‑impact benefits communications for Fidelity Workplace Investing! You will be setting strategy, leading teams, managing vendors, and driving quality, efficiency, and innovation—while partnering closely with senior leaders to improve client outcomes and business results.
The Expertise and Skills You Bring
Significant experience leading large, matrixed teams and complex operations, with the ability to influence and partner at the senior leadership level
Proven capability in setting strategic direction and translating strategy into high‑quality execution, measurable results, and continuous improvement
Experience leading communications, operations, or process‑delivery functions in fast‑paced, highly interdependent environments
Strong people leadership skills, including identifying and developing talent, coaching leaders, and fostering an inclusive, high‑performing culture
Demonstrated ability to manage vendor relationships, service delivery, and issue escalation while driving accountability and risk mitigation
Excellent communication and collaboration skills, including presenting to and advising executive audiences with clarity and confidence
Strong analytical judgment and problem‑solving skills used to navigate competing priorities and complex business challenges
Bachelor’s degree or equivalent experience required; FINRA Series 7, 63, and 24 licenses obtained within 90 days
The Team
Communications & Education (C&E) delivers consulting, content development, and communications solutions that help plan sponsors and participants understand and engage with their benefits. Partnering closely with internal stakeholders and external vendors, the Communications Management organization designs and delivers content across digital and print channels in a high‑volume, time‑sensitive environment. The team plays a critical role in enabling consistent, high‑quality client experiences while supporting Fidelity’s broader Workplace Investing mission.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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 energized by leading large, complex organizations and shaping how millions of people experience benefits communications? As Vice President, Communications Management, you will be leading an enterprise‑scale organization delivering high‑impact benefits communications for Fidelity Workplace Investing! You will be setting strategy, leading teams, managing vendors, and driving quality, efficiency, and innovation—while partnering closely with senior leaders to improve client outcomes and business results.
The Expertise and Skills You Bring
Significant experience leading large, matrixed teams and complex operations, with the ability to influence and partner at the senior leadership level
Proven capability in setting strategic direction and translating strategy into high‑quality execution, measurable results, and continuous improvement
Experience leading communications, operations, or process‑delivery functions in fast‑paced, highly interdependent environments
Strong people leadership skills, including identifying and developing talent, coaching leaders, and fostering an inclusive, high‑performing culture
Demonstrated ability to manage vendor relationships, service delivery, and issue escalation while driving accountability and risk mitigation
Excellent communication and collaboration skills, including presenting to and advising executive audiences with clarity and confidence
Strong analytical judgment and problem‑solving skills used to navigate competing priorities and complex business challenges
Bachelor’s degree or equivalent experience required; FINRA Series 7, 63, and 24 licenses obtained within 90 days
The Team
Communications & Education (C&E) delivers consulting, content development, and communications solutions that help plan sponsors and participants understand and engage with their benefits. Partnering closely with internal stakeholders and external vendors, the Communications Management organization designs and delivers content across digital and print channels in a high‑volume, time‑sensitive environment. The team plays a critical role in enabling consistent, high‑quality client experiences while supporting Fidelity’s broader Workplace Investing mission.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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 energized by leading large, complex organizations and shaping how millions of people experience benefits communications? As Vice President, Communications Management, you will be leading an enterprise‑scale organization delivering high‑impact benefits communications for Fidelity Workplace Investing! You will be setting strategy, leading teams, managing vendors, and driving quality, efficiency, and innovation—while partnering closely with senior leaders to improve client outcomes and business results.
The Expertise and Skills You Bring
Significant experience leading large, matrixed teams and complex operations, with the ability to influence and partner at the senior leadership level
Proven capability in setting strategic direction and translating strategy into high‑quality execution, measurable results, and continuous improvement
Experience leading communications, operations, or process‑delivery functions in fast‑paced, highly interdependent environments
Strong people leadership skills, including identifying and developing talent, coaching leaders, and fostering an inclusive, high‑performing culture
Demonstrated ability to manage vendor relationships, service delivery, and issue escalation while driving accountability and risk mitigation
Excellent communication and collaboration skills, including presenting to and advising executive audiences with clarity and confidence
Strong analytical judgment and problem‑solving skills used to navigate competing priorities and complex business challenges
Bachelor’s degree or equivalent experience required; FINRA Series 7, 63, and 24 licenses obtained within 90 days
The Team
Communications & Education (C&E) delivers consulting, content development, and communications solutions that help plan sponsors and participants understand and engage with their benefits. Partnering closely with internal stakeholders and external vendors, the Communications Management organization designs and delivers content across digital and print channels in a high‑volume, time‑sensitive environment. The team plays a critical role in enabling consistent, high‑quality client experiences while supporting Fidelity’s broader Workplace Investing mission.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 currently sourcing for a Software Engineer for CAT Regulatory Reporting Team to work in Jersey City, New Jersey.
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.
The base salary range for this position is $107,000-216,000 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.
Associate, Facilities & Operations
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 & 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.
Note: Fidelity is not providing immigration sponsorship for this position
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 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.
The base salary range for this position is $48,000-91,000 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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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, Operational Excellence, Business Transformation and Strategy Delivery
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.
The Expertise and Skills You Bring
Successful candidates will be able to demonstrate and share examples of their prior experience, and how it aligns to the expertise and skills listed below:
5+ years’ experience delivering quantifiable value and business performance improvement results via operational changes in large organizations
Supporting Business Operations Teams to identify business problems, generate solutions, plan and implement changes that improve business performance
Working independently to achieve expected business outcomes and operational excellence
Conducting process and data analysis including cost benefit analysis, modeling, process mapping, and data flows
Designing, redesigning, and improving business processes using six sigma, lean and quality management standard methodologies
Experience with digital solutions and ability to facilitate operations and technical teams to automate manual processes
Business writing and creating content in PowerPoint to effectively tell a story and influence leadership across all levels
Passion for improving all aspects of our business and removing operational friction
Problem-solving that is underpinned by a keen understanding of objectives, an innovative spirit, and practicality
Ability to synthesize requirements for user experiences, business capabilities, and technology enablers
Curiosity to explore root causes of ambiguous business situations through supportive interviews, analytic research, and investigation
Communication that is clear and concise verbally and is impactful and easy to consume in written and visual form
Skilled facilitation of large working sessions of cross-functional team members
Accountability for outcomes that are often achieved through partnerships and influence of peers and leaders
Adaptability to evolving and sometimes ambiguous business challenges
Effective at navigating complexity and creating focus on what truly matters
External management consulting or internal business center of excellence experience
Financial Services / Benefits Outsourcing industries experience, preferred
The Team
Performance Delivery is a center of excellence, serving as an internal consultancy to aid business leaders with crafting strategy and steering the development and deployment of leading practices and 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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, Operational Excellence, Business Transformation and Strategy Delivery
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.
The Expertise and Skills You Bring
Successful candidates will be able to demonstrate and share examples of their prior experience, and how it aligns to the expertise and skills listed below:
5+ years’ experience delivering quantifiable value and business performance improvement results via operational changes in large organizations
Supporting Business Operations Teams to identify business problems, generate solutions, plan and implement changes that improve business performance
Working independently to achieve expected business outcomes and operational excellence
Conducting process and data analysis including cost benefit analysis, modeling, process mapping, and data flows
Designing, redesigning, and improving business processes using six sigma, lean and quality management standard methodologies
Experience with digital solutions and ability to facilitate operations and technical teams to automate manual processes
Business writing and creating content in PowerPoint to effectively tell a story and influence leadership across all levels
Passion for improving all aspects of our business and removing operational friction
Problem-solving that is underpinned by a keen understanding of objectives, an innovative spirit, and practicality
Ability to synthesize requirements for user experiences, business capabilities, and technology enablers
Curiosity to explore root causes of ambiguous business situations through supportive interviews, analytic research, and investigation
Communication that is clear and concise verbally and is impactful and easy to consume in written and visual form
Skilled facilitation of large working sessions of cross-functional team members
Accountability for outcomes that are often achieved through partnerships and influence of peers and leaders
Adaptability to evolving and sometimes ambiguous business challenges
Effective at navigating complexity and creating focus on what truly matters
External management consulting or internal business center of excellence experience
Financial Services / Benefits Outsourcing industries experience, preferred
The Team
Performance Delivery is a center of excellence, serving as an internal consultancy to aid business leaders with crafting strategy and steering the development and deployment of leading practices and 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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, Operational Excellence, Business Transformation and Strategy Delivery
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.
The Expertise and Skills You Bring
Successful candidates will be able to demonstrate and share examples of their prior experience, and how it aligns to the expertise and skills listed below:
5+ years’ experience delivering quantifiable value and business performance improvement results via operational changes in large organizations
Supporting Business Operations Teams to identify business problems, generate solutions, plan and implement changes that improve business performance
Working independently to achieve expected business outcomes and operational excellence
Conducting process and data analysis including cost benefit analysis, modeling, process mapping, and data flows
Designing, redesigning, and improving business processes using six sigma, lean and quality management standard methodologies
Experience with digital solutions and ability to facilitate operations and technical teams to automate manual processes
Business writing and creating content in PowerPoint to effectively tell a story and influence leadership across all levels
Passion for improving all aspects of our business and removing operational friction
Problem-solving that is underpinned by a keen understanding of objectives, an innovative spirit, and practicality
Ability to synthesize requirements for user experiences, business capabilities, and technology enablers
Curiosity to explore root causes of ambiguous business situations through supportive interviews, analytic research, and investigation
Communication that is clear and concise verbally and is impactful and easy to consume in written and visual form
Skilled facilitation of large working sessions of cross-functional team members
Accountability for outcomes that are often achieved through partnerships and influence of peers and leaders
Adaptability to evolving and sometimes ambiguous business challenges
Effective at navigating complexity and creating focus on what truly matters
External management consulting or internal business center of excellence experience
Financial Services / Benefits Outsourcing industries experience, preferred
The Team
Performance Delivery is a center of excellence, serving as an internal consultancy to aid business leaders with crafting strategy and steering the development and deployment of leading practices and 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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, Operational Excellence, Business Transformation and Strategy Delivery
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.
The Expertise and Skills You Bring
Successful candidates will be able to demonstrate and share examples of their prior experience, and how it aligns to the expertise and skills listed below:
5+ years’ experience delivering quantifiable value and business performance improvement results via operational changes in large organizations
Supporting Business Operations Teams to identify business problems, generate solutions, plan and implement changes that improve business performance
Working independently to achieve expected business outcomes and operational excellence
Conducting process and data analysis including cost benefit analysis, modeling, process mapping, and data flows
Designing, redesigning, and improving business processes using six sigma, lean and quality management standard methodologies
Experience with digital solutions and ability to facilitate operations and technical teams to automate manual processes
Business writing and creating content in PowerPoint to effectively tell a story and influence leadership across all levels
Passion for improving all aspects of our business and removing operational friction
Problem-solving that is underpinned by a keen understanding of objectives, an innovative spirit, and practicality
Ability to synthesize requirements for user experiences, business capabilities, and technology enablers
Curiosity to explore root causes of ambiguous business situations through supportive interviews, analytic research, and investigation
Communication that is clear and concise verbally and is impactful and easy to consume in written and visual form
Skilled facilitation of large working sessions of cross-functional team members
Accountability for outcomes that are often achieved through partnerships and influence of peers and leaders
Adaptability to evolving and sometimes ambiguous business challenges
Effective at navigating complexity and creating focus on what truly matters
External management consulting or internal business center of excellence experience
Financial Services / Benefits Outsourcing industries experience, preferred
The Team
Performance Delivery is a center of excellence, serving as an internal consultancy to aid business leaders with crafting strategy and steering the development and deployment of leading practices and 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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: Director, Managing Director
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors and Advisors.
The Expertise and Skills You Bring
College degree preferred or equivalent work-related experience.
Series 7 and 63 required.
8 years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.
Your retirement plan record keeping and administration experience.
Your relationship management experience.
You have excellent verbal and written communication skills.
Your excellent organization and time management skills and attention to detail.
You have demonstrated problem-solving skills.
Your effective presentation skills, influence and negotiation skills.
Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.
Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s trusted advisor.
Building client relationship to highest level of decision makers.
Planning and conducting effective in-person and/or phone meetings.
Makes thorough plans and preparations for client meetings.
Properly planning, influencing, and implementing Fidelity solutions to address needs.
Differentiating Fidelity's benefits approach against competitive benefit solutions.
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.
Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.
Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.
Working closely and actively leads discussions with the Investment Strategist to create effective investment strategies and develop solutions that benefit clients/Fidelity.
Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.
The MD is expected to own the client relationships for which they are accountable.
This includes problem resolution on behalf of clients to produce a satisfactory outcome.
The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client.
The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
The base salary range for this position is - 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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
The base salary range for this position is $59,000 - $74,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, 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
Reporting to the VP of Investment Operations, the Director supports Fidelity Digital Asset Management (FDAM) by performing the day-to-day operations of digital asset investment products. In this diverse role, the Director will interact with the front office, business partners, fund administrators, investment professionals, software engineers, trading counterparties, and external vendors and will perform activities that reach across each of these domains.
This person will support the trade and investment lifecycle and associated processes from a day-to-day management and oversight perspective. They will coordinate the flow of funds into/out of investment products and ensure operational risks and controls are appropriately aligned. In addition to day‑to‑day responsibilities, the Director will provide operational support and direction for new product development and product launches through working with our internal and external business partners to support trading and operational capabilities.
The Expertise and Skills You Bring
8 years of proven experience in front office trading operations, with strong exposure to trade lifecycle management, execution support, and settlement processes
Prior digital asset experience or a demonstrated personal experience in cryptocurrency and emerging digital asset trends is strongly preferred.
Capable of providing subject matter expertise, leadership, and general direction within trading and investment operations and digital assets
Provides training and mentorship to the team on trade operations and digital assets
Bachelor’s degree required; emphasis on business and/or financial services preferred
Comprehensive understanding of trading workflows
Ability to forecast and plan operational support of new products
Quality delivery and execution; attention to detail is paramount
Strong communication and interpersonal skills with the ability to collaborate optimally
Experience working in a fast paced, multifaceted asset management environment
Desire to work alongside investment professionals and senior leaders
Advanced analytical and problem-solving skills, with a proactive approach to identifying risks and implementing process improvements
Forward-thinking mindset, driving innovation and continuous improvement to reduce operational risk
Bold, ambitious, and entrepreneurial spirit
The Team
Fidelity Digital Asset Management (FDAM) is building an investment platform offering digital asset products and services designed to meet the growing needs of Fidelity’s retail customers and intermediary and institutional clients. The Investment Operations team is a highly collaborative group working on projects across the FDAM organization to enable new operational capabilities and product launches.
The base salary range for this position is $103,000-211,000 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.
Note: Fidelity is not providing immigration sponsorship for this position
The Role
Reporting to the VP of Investment Operations, the Director supports Fidelity Digital Asset Management (FDAM) by performing the day-to-day operations of digital asset investment products. In this diverse role, the Director will interact with the front office, business partners, fund administrators, investment professionals, software engineers, trading counterparties, and external vendors and will perform activities that reach across each of these domains.
This person will support the trade and investment lifecycle and associated processes from a day-to-day management and oversight perspective. They will coordinate the flow of funds into/out of investment products and ensure operational risks and controls are appropriately aligned. In addition to day‑to‑day responsibilities, the Director will provide operational support and direction for new product development and product launches through working with our internal and external business partners to support trading and operational capabilities.
The Expertise and Skills You Bring
8 years of proven experience in front office trading operations, with strong exposure to trade lifecycle management, execution support, and settlement processes
Prior digital asset experience or a demonstrated personal experience in cryptocurrency and emerging digital asset trends is strongly preferred.
Capable of providing subject matter expertise, leadership, and general direction within trading and investment operations and digital assets
Provides training and mentorship to the team on trade operations and digital assets
Bachelor’s degree required; emphasis on business and/or financial services preferred
Comprehensive understanding of trading workflows
Ability to forecast and plan operational support of new products
Quality delivery and execution; attention to detail is paramount
Strong communication and interpersonal skills with the ability to collaborate optimally
Experience working in a fast paced, multifaceted asset management environment
Desire to work alongside investment professionals and senior leaders
Advanced analytical and problem-solving skills, with a proactive approach to identifying risks and implementing process improvements
Forward-thinking mindset, driving innovation and continuous improvement to reduce operational risk
Bold, ambitious, and entrepreneurial spirit
The Team
Fidelity Digital Asset Management (FDAM) is building an investment platform offering digital asset products and services designed to meet the growing needs of Fidelity’s retail customers and intermediary and institutional clients. The Investment Operations team is a highly collaborative group working on projects across the FDAM organization to enable new operational capabilities and product launches.
The base salary range for this position is $103,000-211,000 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.
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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!
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
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
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.
Note: Fidelity will not provide immigration sponsorship for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
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 Director to support the Alternative Investments 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:
Team responsibilities include:
The Expertise and Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
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 Investments 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 private asset and hedge fund oversight programs. 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
The base salary range for this position is $103,000-211,000 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.
Note: Fidelity will not provide immigration sponsorship for this position
The Role
We are seeking an experienced Mainframe Storage professional with hands-on expertise managing data stored on disk and tape across enterprise mainframe environments. This role is responsible for supporting and administering core storage and data management products, ensuring data availability, integrity, and recoverability for mission‑critical systems.
The ideal candidate will have experience supporting and operating IBM mainframe storage and data utilities, including DFSMS, DFHSM, DFDSS, ACC, SRS, IDCAMS, FAVER, and other IBM data management tools. Responsibilities include providing operational support for data backup, recovery, disaster recovery, and high‑availability solutions, as well as ensuring adherence to best practices and operational standards.
In this role, you will also provide technical leadership and guidance to peers and collaborate closely with business and operational teams to resolve storage‑related issues and implement improvements. Participation in on‑call rotations and providing Tier 1 operational support to production environments and business partners is a critical and expected part of this position.
The Expertise and Skills You Bring
Bachelor’s degree in Computer Science or related field.
Minimum of 5+ years of progressive experience in mainframe technical support.
At least 5+ years of z/OS mainframe operating system support in a system programming role.
Strong foundation in core technologies and infrastructure, including:
Storage systems and tools and their interfaces with z/OS
Data structures, databases, files, and I/O
Solid business and IT functional knowledge, with strong collaboration and relationship management skills.
Experience with IT strategy formulation, IT/storage trends, and emerging technologies.
Demonstrated commitment to operational excellence, including ITIL lifecycle management and TLM processes for technology refresh.
Hands-on experience with change management, incident management, and problem management.
Proven ability to manage vendor relationships and partnerships.
Advanced IBM z/OS Mainframe Storage expertise.
Experience with z/OS replication solutions, including GDPS, Global Mirror, XRC, Global Copy, PPRC, FlashCopy, and HyperSwap.
Advanced understanding of storage administration tools, including DTS ACC/SRC, DFDSS, DFHSM, FDR PAS, Extended Address Volumes (EAV), Control‑M, and Dino T‑REX / HSM Adminisaurus / RTD (plus).
Complete understanding of VSAM Record Level Sharing (RLS) capabilities and applications.
Mastery of IDCAMS and access method services for system master and user catalogs.
Strong knowledge of VSAM structures, including allocation, tuning, and support models.
Advanced understanding of ICF Catalog architecture, including RLS‑enabled catalogs and execution of Forward Catalog Recovery in a live environment.
Advanced knowledge of IBM DS8K storage platforms and IBM TS7700 Virtual Tape subsystems.
Familiarity with emerging technologies such as Safeguarded Copy, Pervasive Encryption, and Remote Pair FlashCopy.
Expert-level problem-solving and debugging skills, with the ability to support incident triage.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 FI Organization is seeking a Director, ETF Investment Analysis. In this role you will partner with our team of sales professionals, investment strategists, and relationship managers to help grow Fidelity’s ETF 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 ETF 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.
The Expertise and Skills You Bring
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.
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, 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Risk Senior Manager – Technology Innovation
As a Risk and Compliance leader, you will protect our customers and associates by partnering with the business to identify risks and design innovative, technology driven solutions that enhance controls and scalability. You will foster a strong risk and compliance mindset while driving forward thinking approaches to emerging challenges. In addition, you will leverage data analytics and advanced technologies—collaborating with our Risk Data Analytics CoE to identify emerging risks, enhance continuous monitoring, and explore AI and automation tools to transform how we operate.
The Businesses We Support
This role supports Fidelity Fund Investment Operations (FFIO), Corporate Services & Global Risk, and Enterprise Resiliency. FFIO groups include Fund Operations, Fund Administration, Global Middle Office, Global Product Solutions, Consolidated Data Services, and Performance, Analytics & Digital Operations. The Risk Senior Manager Technology Strategist will also help implement and drive strategy as it relates to metrics, data analytics, and risk management efficiency tools. Corporate Services functions include HR, Real Estate, Corporate Accounting, Treasury, and Tax.
The Expertise You Have
· Bachelors’ Degree required
· 7+ years’ industry experience including Audit, Risk Management, and/or technology innovation
· Help define and drive FFIO Risk’s technology transformation roadmap that aligns with business objectives
· Establish frameworks for prioritizing and managing FFIO Risk’s automation-related initiatives
· Assess and recommend adoption of new technologies (e.g., AI, Power Apps, automation) to be leveraged by Risk
· Knowledge and experience of building solutions using Microsoft Power Apps, Power Automate, SQL, Python, APIs and other light automation tools preferred
· Proven track record of leading complex initiatives across global teams
· Ability to guide product development processes from a risk lens
· Demonstrated leadership and influence across cross-functional teams
· Ensure new technologies meet Firm and operational standards
· Excellent verbal and written communication skills with the ability to articulate complex problems
The Skills You Bring
· Strategic planning to formulate and execute on a holistic risk data analytics approach, and the ability to form strong relationships with key stakeholders and decision makers to influence change
· The ability to tell compelling stories using data, and to provide risk insights which tie directly into key business initiatives
· Partner with Leadership to develop scalable automation strategies, risk models, and controls
· Ability to translate innovation into tangible solutions
· Proven track record of driving innovation transformation and process automation
· Assess key risks, evaluate mitigation strategies, and support transition to a long-term, integrated risk model
· Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues
· Ability to communicate clearly, concisely and impactfully
· Sound Judgment – ability to make insightful decisions and action recommendations by analyzing opportunities, risks, and their impacts
· Presentation and Writing Skills – ability to develop and deliver formal and informal presentations to a variety of audiences
Note: Fidelity is not providing immigration sponsorship for this position
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Risk Senior Manager – Technology Innovation
As a Risk and Compliance leader, you will protect our customers and associates by partnering with the business to identify risks and design innovative, technology driven solutions that enhance controls and scalability. You will foster a strong risk and compliance mindset while driving forward thinking approaches to emerging challenges. In addition, you will leverage data analytics and advanced technologies—collaborating with our Risk Data Analytics CoE to identify emerging risks, enhance continuous monitoring, and explore AI and automation tools to transform how we operate.
The Businesses We Support
This role supports Fidelity Fund Investment Operations (FFIO), Corporate Services & Global Risk, and Enterprise Resiliency. FFIO groups include Fund Operations, Fund Administration, Global Middle Office, Global Product Solutions, Consolidated Data Services, and Performance, Analytics & Digital Operations. The Risk Senior Manager Technology Strategist will also help implement and drive strategy as it relates to metrics, data analytics, and risk management efficiency tools. Corporate Services functions include HR, Real Estate, Corporate Accounting, Treasury, and Tax.
The Expertise You Have
· Bachelors’ Degree required
· 7+ years’ industry experience including Audit, Risk Management, and/or technology innovation
· Help define and drive FFIO Risk’s technology transformation roadmap that aligns with business objectives
· Establish frameworks for prioritizing and managing FFIO Risk’s automation-related initiatives
· Assess and recommend adoption of new technologies (e.g., AI, Power Apps, automation) to be leveraged by Risk
· Knowledge and experience of building solutions using Microsoft Power Apps, Power Automate, SQL, Python, APIs and other light automation tools preferred
· Proven track record of leading complex initiatives across global teams
· Ability to guide product development processes from a risk lens
· Demonstrated leadership and influence across cross-functional teams
· Ensure new technologies meet Firm and operational standards
· Excellent verbal and written communication skills with the ability to articulate complex problems
The Skills You Bring
· Strategic planning to formulate and execute on a holistic risk data analytics approach, and the ability to form strong relationships with key stakeholders and decision makers to influence change
· The ability to tell compelling stories using data, and to provide risk insights which tie directly into key business initiatives
· Partner with Leadership to develop scalable automation strategies, risk models, and controls
· Ability to translate innovation into tangible solutions
· Proven track record of driving innovation transformation and process automation
· Assess key risks, evaluate mitigation strategies, and support transition to a long-term, integrated risk model
· Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues
· Ability to communicate clearly, concisely and impactfully
· Sound Judgment – ability to make insightful decisions and action recommendations by analyzing opportunities, risks, and their impacts
· Presentation and Writing Skills – ability to develop and deliver formal and informal presentations to a variety of audiences
Note: Fidelity is not providing immigration sponsorship for this position
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Risk Senior Manager – Technology Innovation
As a Risk and Compliance leader, you will protect our customers and associates by partnering with the business to identify risks and design innovative, technology driven solutions that enhance controls and scalability. You will foster a strong risk and compliance mindset while driving forward thinking approaches to emerging challenges. In addition, you will leverage data analytics and advanced technologies—collaborating with our Risk Data Analytics CoE to identify emerging risks, enhance continuous monitoring, and explore AI and automation tools to transform how we operate.
The Businesses We Support
This role supports Fidelity Fund Investment Operations (FFIO), Corporate Services & Global Risk, and Enterprise Resiliency. FFIO groups include Fund Operations, Fund Administration, Global Middle Office, Global Product Solutions, Consolidated Data Services, and Performance, Analytics & Digital Operations. The Risk Senior Manager Technology Strategist will also help implement and drive strategy as it relates to metrics, data analytics, and risk management efficiency tools. Corporate Services functions include HR, Real Estate, Corporate Accounting, Treasury, and Tax.
The Expertise You Have
· Bachelors’ Degree required
· 7+ years’ industry experience including Audit, Risk Management, and/or technology innovation
· Help define and drive FFIO Risk’s technology transformation roadmap that aligns with business objectives
· Establish frameworks for prioritizing and managing FFIO Risk’s automation-related initiatives
· Assess and recommend adoption of new technologies (e.g., AI, Power Apps, automation) to be leveraged by Risk
· Knowledge and experience of building solutions using Microsoft Power Apps, Power Automate, SQL, Python, APIs and other light automation tools preferred
· Proven track record of leading complex initiatives across global teams
· Ability to guide product development processes from a risk lens
· Demonstrated leadership and influence across cross-functional teams
· Ensure new technologies meet Firm and operational standards
· Excellent verbal and written communication skills with the ability to articulate complex problems
The Skills You Bring
· Strategic planning to formulate and execute on a holistic risk data analytics approach, and the ability to form strong relationships with key stakeholders and decision makers to influence change
· The ability to tell compelling stories using data, and to provide risk insights which tie directly into key business initiatives
· Partner with Leadership to develop scalable automation strategies, risk models, and controls
· Ability to translate innovation into tangible solutions
· Proven track record of driving innovation transformation and process automation
· Assess key risks, evaluate mitigation strategies, and support transition to a long-term, integrated risk model
· Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues
· Ability to communicate clearly, concisely and impactfully
· Sound Judgment – ability to make insightful decisions and action recommendations by analyzing opportunities, risks, and their impacts
· Presentation and Writing Skills – ability to develop and deliver formal and informal presentations to a variety of audiences
Note: Fidelity is not providing immigration sponsorship for this position
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
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.
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 your application.
Bachelor’s degree or higher, or equivalent practical experience.
Note: Fidelity will not provide sponsorship for this position.
The Team
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.
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.
The base salary range for this position is $107,000-216,000 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.
The Role
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.
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 your application.
Bachelor’s degree or higher, or equivalent practical experience.
Note: Fidelity will not provide sponsorship for this position.
The Team
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.
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.
The base salary range for this position is $107,000-216,000 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.
The Role
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.
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 your application.
Bachelor’s degree or higher, or equivalent practical experience.
Note: Fidelity will not provide sponsorship for this position.
The Team
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.
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.
The base salary range for this position is $107,000-216,000 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.
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.
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 + Mandarin, 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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 an accomplished Principal Data Engineer to lead the implementation of our enterprise data strategy. This senior technical leadership role is responsible for building scalable, high-quality data solutions and defining how data engineering is executed across the organization.
As the Principal Data Engineer, you will serve as the technical authority for data engineering, shaping architecture, governance, and the long‑term direction of modern data platforms. You will establish engineering excellence standards while remaining hands-on for critical implementations.
This role is ideal for a leader experienced in owning end-to-end delivery and building durable, well-governed platforms that support structured and unstructured data, analytics, and future AI/ML use cases.
On this team, you will:
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Vice President of Engineering – Contact Center Platform
Note: Fidelity will not provide sponsorship for this role.
The Role
The Enterprise Contact Center Technology organization is seeking a Vice President of Engineering to lead the vision, strategy, and execution of Fidelity’s next-generation, omni-channel contact center platform. This platform is a critical enterprise capability, built primarily on open-source technologies to reduce commercial dependency while maximizing scalability, resiliency, and speed of innovation at scale.
In this role, you will provide executive leadership for multiple engineering teams and leaders responsible for the design, delivery, and operation of core contact center capabilities, including call routing, queuing, reporting, workforce management, and advanced IVR across voice, chat, and digital channels. You will own the long-term architectural roadmap, establish enterprise engineering standards, and guide the adoption and evolution of platforms and technologies such as Asterisk, FreeSWITCH, Kamailio, WebRTC, SIP, RTP, Matrix, Rocket.Chat, and conversational AI solutions.
You will operate as a strategic partner to senior technology executives, business leaders, operations, risk, and compliance teams to ensure the platform enables business outcomes, regulatory requirements, and best-in-class customer and associate experiences. The role includes executive accountability for large-scale transformations from legacy contact center systems to modern, cloud-native architectures; portfolio-level prioritization and investment decisions; and platform reliability, security, performance, and availability in a 24x7 operating environment. You will also champion engineering excellence through mature DevOps practices, CI/CD automation, infrastructure-as-code, operational efficiency, and continuous improvement.
The Expertise and Skills You Bring
15+ years of IT experience, including senior technology leadership roles with enterprise-wide responsibility.
Proven success leading large, globally distributed engineering organizations delivering mission-critical contact center or real-time communications platforms.
Deep domain expertise in contact center technologies, including IVR, workforce management, omni-channel routing, and customer interaction platforms.
Strong technical foundation in telephony and real-time communications, including SIP, RTP, PBX, VoIP, and open-source voice platforms, with the ability to guide architectural decisions at scale.
Demonstrated leadership in defining and governing cloud-native, microservices-based platforms and API ecosystems across the enterprise.
Experience driving adoption of speech recognition, conversational AI, and real-time data platforms to enhance customer and associate experiences.
Executive-level understanding of DevOps, CI/CD, production operations, resilience engineering, and cost optimization in highly regulated, always-on environments.
Exceptional leadership, communication, and influence skills, with a track record of translating complex technology strategy into measurable business impact.
The Team
Enterprise Contact Center Technology delivers the world-class capabilities that connect Fidelity associates with millions of participants, members, and customers. The organization owns the voice, email, and web chat platforms that are foundational to Fidelity’s service model and customer engagement strategy.
We are driven by a culture of continuous improvement, engineering excellence, and deep collaboration across technology and the business. As a senior leader, you will shape the culture, develop leadership talent, and ensure teams remain focused on innovation, operational excellence, and delivering long-term enterprise value.
The platform supports 20+ million clients, processes 35+ million customer interactions annually, and operates 24x7, requiring executive ownership of availability, scalability, resilience, and performance at enterprise 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.
]]>Vice President of Engineering – Contact Center Platform
Note: Fidelity will not provide sponsorship for this role.
The Role
The Enterprise Contact Center Technology organization is seeking a Vice President of Engineering to lead the vision, strategy, and execution of Fidelity’s next-generation, omni-channel contact center platform. This platform is a critical enterprise capability, built primarily on open-source technologies to reduce commercial dependency while maximizing scalability, resiliency, and speed of innovation at scale.
In this role, you will provide executive leadership for multiple engineering teams and leaders responsible for the design, delivery, and operation of core contact center capabilities, including call routing, queuing, reporting, workforce management, and advanced IVR across voice, chat, and digital channels. You will own the long-term architectural roadmap, establish enterprise engineering standards, and guide the adoption and evolution of platforms and technologies such as Asterisk, FreeSWITCH, Kamailio, WebRTC, SIP, RTP, Matrix, Rocket.Chat, and conversational AI solutions.
You will operate as a strategic partner to senior technology executives, business leaders, operations, risk, and compliance teams to ensure the platform enables business outcomes, regulatory requirements, and best-in-class customer and associate experiences. The role includes executive accountability for large-scale transformations from legacy contact center systems to modern, cloud-native architectures; portfolio-level prioritization and investment decisions; and platform reliability, security, performance, and availability in a 24x7 operating environment. You will also champion engineering excellence through mature DevOps practices, CI/CD automation, infrastructure-as-code, operational efficiency, and continuous improvement.
The Expertise and Skills You Bring
15+ years of IT experience, including senior technology leadership roles with enterprise-wide responsibility.
Proven success leading large, globally distributed engineering organizations delivering mission-critical contact center or real-time communications platforms.
Deep domain expertise in contact center technologies, including IVR, workforce management, omni-channel routing, and customer interaction platforms.
Strong technical foundation in telephony and real-time communications, including SIP, RTP, PBX, VoIP, and open-source voice platforms, with the ability to guide architectural decisions at scale.
Demonstrated leadership in defining and governing cloud-native, microservices-based platforms and API ecosystems across the enterprise.
Experience driving adoption of speech recognition, conversational AI, and real-time data platforms to enhance customer and associate experiences.
Executive-level understanding of DevOps, CI/CD, production operations, resilience engineering, and cost optimization in highly regulated, always-on environments.
Exceptional leadership, communication, and influence skills, with a track record of translating complex technology strategy into measurable business impact.
The Team
Enterprise Contact Center Technology delivers the world-class capabilities that connect Fidelity associates with millions of participants, members, and customers. The organization owns the voice, email, and web chat platforms that are foundational to Fidelity’s service model and customer engagement strategy.
We are driven by a culture of continuous improvement, engineering excellence, and deep collaboration across technology and the business. As a senior leader, you will shape the culture, develop leadership talent, and ensure teams remain focused on innovation, operational excellence, and delivering long-term enterprise value.
The platform supports 20+ million clients, processes 35+ million customer interactions annually, and operates 24x7, requiring executive ownership of availability, scalability, resilience, and performance at enterprise 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.
]]>Vice President of Engineering – Contact Center Platform
Note: Fidelity will not provide sponsorship for this role.
The Role
The Enterprise Contact Center Technology organization is seeking a Vice President of Engineering to lead the vision, strategy, and execution of Fidelity’s next-generation, omni-channel contact center platform. This platform is a critical enterprise capability, built primarily on open-source technologies to reduce commercial dependency while maximizing scalability, resiliency, and speed of innovation at scale.
In this role, you will provide executive leadership for multiple engineering teams and leaders responsible for the design, delivery, and operation of core contact center capabilities, including call routing, queuing, reporting, workforce management, and advanced IVR across voice, chat, and digital channels. You will own the long-term architectural roadmap, establish enterprise engineering standards, and guide the adoption and evolution of platforms and technologies such as Asterisk, FreeSWITCH, Kamailio, WebRTC, SIP, RTP, Matrix, Rocket.Chat, and conversational AI solutions.
You will operate as a strategic partner to senior technology executives, business leaders, operations, risk, and compliance teams to ensure the platform enables business outcomes, regulatory requirements, and best-in-class customer and associate experiences. The role includes executive accountability for large-scale transformations from legacy contact center systems to modern, cloud-native architectures; portfolio-level prioritization and investment decisions; and platform reliability, security, performance, and availability in a 24x7 operating environment. You will also champion engineering excellence through mature DevOps practices, CI/CD automation, infrastructure-as-code, operational efficiency, and continuous improvement.
The Expertise and Skills You Bring
15+ years of IT experience, including senior technology leadership roles with enterprise-wide responsibility.
Proven success leading large, globally distributed engineering organizations delivering mission-critical contact center or real-time communications platforms.
Deep domain expertise in contact center technologies, including IVR, workforce management, omni-channel routing, and customer interaction platforms.
Strong technical foundation in telephony and real-time communications, including SIP, RTP, PBX, VoIP, and open-source voice platforms, with the ability to guide architectural decisions at scale.
Demonstrated leadership in defining and governing cloud-native, microservices-based platforms and API ecosystems across the enterprise.
Experience driving adoption of speech recognition, conversational AI, and real-time data platforms to enhance customer and associate experiences.
Executive-level understanding of DevOps, CI/CD, production operations, resilience engineering, and cost optimization in highly regulated, always-on environments.
Exceptional leadership, communication, and influence skills, with a track record of translating complex technology strategy into measurable business impact.
The Team
Enterprise Contact Center Technology delivers the world-class capabilities that connect Fidelity associates with millions of participants, members, and customers. The organization owns the voice, email, and web chat platforms that are foundational to Fidelity’s service model and customer engagement strategy.
We are driven by a culture of continuous improvement, engineering excellence, and deep collaboration across technology and the business. As a senior leader, you will shape the culture, develop leadership talent, and ensure teams remain focused on innovation, operational excellence, and delivering long-term enterprise value.
The platform supports 20+ million clients, processes 35+ million customer interactions annually, and operates 24x7, requiring executive ownership of availability, scalability, resilience, and performance at enterprise 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.
]]>Note: Fidelity will not provide immigration sponsorship for this role
Senior BPM Developer
Fidelity Investments is looking for Principal BPM Developers that can work across multiple Fidelity business units to automate, digitize, and transform their operational environments. This position is a hands-on technical leadership role that that will utilize software design and engineering skills to architect and build robust, scalable, and efficient solutions for our business partners.
As part of the Advanced Process Solutions (APS) division within Fidelity Investments, you will join an agile team of 6-8 skilled and hardworking individuals tasked with re-imagining the customer experience and associate workflow for Fidelity. The team will be focused on up-front design, development and implementation of innovative solutions that significantly improve operational efficiency and enable an exceptional digital experience for Fidelity business and end users.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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 Systems Services and Support Analyst
The Role
The Senior Systems Services and Support Analyst is part of the Mainframe Security team, a group responsible for safeguarding Fidelity’s core transaction-processing platforms. These systems support essential business processes across the enterprise, so maintaining their security, stability, and performance is critical to our ability to serve customers and business partners.
This role directly supports the day-to-day and long-term security needs of the mainframe environment, ensuring that identity controls, system configurations, access provisioning, and monitoring functions remain accurate, compliant, and highly reliable.
The Expertise and Skills You Bring
Minimum of 3 years of Top Secret Administration experience
College Degree in Computer Science or another IT related field Preferred
Coding/Scripting experience with JCL, Python, REXX, Unix Shell, SQL, and PHP
Knowledge of Information Security Principles Preferred
Experience in DevOps
Knowledge of z/OS including security management with CA Top Secret
Familiarity with CA Compliance Manager, CA Cleanup and CA Compliance Information Analysis products
Self-starter with ability to work as part of a team as well as independently.
Experience with IT troubleshooting skills
Understand ITSM processes.
In-depth understanding of mainframe system and the inter working components.
Experience with cross platform technical skills (MVS, Cloud)
Strong customer service skills, with the ability to work with development teams and individual users.
Working as part of a rotational, on-call 24x7 team
Forward thinking, continuous improvement mindset
Provide reporting and data analysis to support the enterprise ITSM function.
Develop and implement dashboards and data solutions to provide information across enterprise.
Develop processes and standards and maintain KPI and process alignment.
Define and continuously improve the audit process; monitor and review the execution of periodic audits.
Train junior level staffing
The Value You Deliver
Protection of Mainframe Sensitive Customer and Corporate Data
Support for critical Business Functions
Compliance with Security standards
Expert Access and Identity Control
Operational Stability and Incident Support
Preservation of a specialized skill in Mainframe Security
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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 Systems Services and Support Analyst
The Role
The Senior Systems Services and Support Analyst is part of the Mainframe Security team, a group responsible for safeguarding Fidelity’s core transaction-processing platforms. These systems support essential business processes across the enterprise, so maintaining their security, stability, and performance is critical to our ability to serve customers and business partners.
This role directly supports the day-to-day and long-term security needs of the mainframe environment, ensuring that identity controls, system configurations, access provisioning, and monitoring functions remain accurate, compliant, and highly reliable.
The Expertise and Skills You Bring
Minimum of 3 years of Top Secret Administration experience
College Degree in Computer Science or another IT related field Preferred
Coding/Scripting experience with JCL, Python, REXX, Unix Shell, SQL, and PHP
Knowledge of Information Security Principles Preferred
Experience in DevOps
Knowledge of z/OS including security management with CA Top Secret
Familiarity with CA Compliance Manager, CA Cleanup and CA Compliance Information Analysis products
Self-starter with ability to work as part of a team as well as independently.
Experience with IT troubleshooting skills
Understand ITSM processes.
In-depth understanding of mainframe system and the inter working components.
Experience with cross platform technical skills (MVS, Cloud)
Strong customer service skills, with the ability to work with development teams and individual users.
Working as part of a rotational, on-call 24x7 team
Forward thinking, continuous improvement mindset
Provide reporting and data analysis to support the enterprise ITSM function.
Develop and implement dashboards and data solutions to provide information across enterprise.
Develop processes and standards and maintain KPI and process alignment.
Define and continuously improve the audit process; monitor and review the execution of periodic audits.
Train junior level staffing
The Value You Deliver
Protection of Mainframe Sensitive Customer and Corporate Data
Support for critical Business Functions
Compliance with Security standards
Expert Access and Identity Control
Operational Stability and Incident Support
Preservation of a specialized skill in Mainframe Security
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 interested in corporate governance and want to be a part of a dynamic, collaborative environment? We are looking for a Corporate Governance Analyst in Fidelity Fund Investment Operations (FFIO) to support proxy voting and stewardship activities. You will assist in reviewing proxy materials, executing votes according to Fidelity’s guidelines, and supporting engagement efforts with portfolio companies. This role offers exposure to governance trends, sustainable practices, and regulatory developments.
• Review and analyze proxy statements, shareholder proposals, and governance disclosures.
• Ensure timely and accurate vote execution using proxy platforms (ISS, Glass Lewis) and maintain compliance with regulatory requirements
• Assist with research and preparation for discussions with portfolio company boards and senior executives on governance and compensation matters
• Help prepare reports and summaries of voting activity, stewardship outcomes, and governance trends
• Monitor and research trends in corporate governance, human and natural capital, and other emerging areas
• Track regulatory developments (SEC rules, global governance codes) and help inform potential policy updates
• Collaborate with internal stakeholders (investment teams, legal, compliance) and external vendors.
The Expertise and Skills You Bring
• Bachelor’s degree; advanced degree preferred
• 2-4 years of financial services experience
• Intellectual curiosity and ability to take initiative to tackle problems, identify risks and raise issues appropriately
• Ability to manage multiple priorities under tight deadlines with a strong sense of ownership and accountability.
• Effective verbal and written communication and presentation skills
• Strong sense of ownership, accountability and focus on achieving objectives
• Experience with or interest in shareholder and corporate governance issues
• Strong analytical skills with proficiency in Excel and data visualization tools (Power BI, Tableau).
This dynamic Investment Proxy Research team within FFIO coordinates the proxy voting programs for Fidelity’s affiliated advisors including FMRCo, FIAM, FIC, Strategic Advisers, and other internal business partners. Program activities include corporate governance research and analysis, portfolio company engagement, policy development, vote execution and operations, various reporting, and disclosure of vote activity.
Note: Fidelity will not provide immigration sponsorship for this position
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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:
Bachelor’s or Master’s degree in Computer Science, Software Engineering, or a closely related engineering discipline; 8+ years (typically 10+) building and operating production platforms and services at scale.
Deep software engineering expertise in Python and distributed systems, with a track record of building production‑grade services, libraries, and internal platforms. You model engineering excellence through clean designs, automated testing, and maintainable abstractions; Linux fluency and scripting are required.
Familiarity with Java or Groovy is a plus.
Knowledge or experience with GenAI Gateways or LiteLLM a big plus.
Cloud platform leadership (AWS)—hands‑on with S3, Lambda, Batch, Step Functions, EventBridge, CloudWatch, and SNS/SQS—and experience shaping platform patterns that other teams adopt. Experience enabling managed ML services (e.g., SageMaker) as part of broader platform capabilities; exposure to Azure or GCP is beneficial.
DevOps and CI/CD at scale, owning standards for automated build/test/deploy (e.g., Jenkins, Git‑based workflows), containerization (Docker), release governance, and multi‑environment promotion for ML‑enabled workloads.
Uplevel engineering velocity by introducing reusable frameworks, paved paths, and CI/CD templates that simplify integration, reduce toil, and improve reliability at scale.
Reduce cost and complexity across the ML ecosystem through pragmatic technology choices, clear abstractions, and a long‑term platform roadmap.
The Enterprise Data Science Platform, part of the Fidelity Data Architecture team within the Enterprise Technology business unit, is responsible for delivering scalable AI/ML capabilities across the organization. The team designs and builds advanced cloud-based, open-source, software platforms in close collaboration with Data Scientists, enabling the efficient packaging, deployment, and operation of AI/ML models at production scale.
In addition, the platform develops and maintains enterprise-grade gateways that allow teams across the company to securely discover, access, and consume AI/ML models. These gateways provide critical visibility into model usage and costs, while generating insights into model effectiveness, adoption patterns, and opportunities for continuous improvement.
The base salary range for this position is $107,000-216,000 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.
The Role:
Bachelor’s or Master’s degree in Computer Science, Software Engineering, or a closely related engineering discipline; 8+ years (typically 10+) building and operating production platforms and services at scale.
Deep software engineering expertise in Python and distributed systems, with a track record of building production‑grade services, libraries, and internal platforms. You model engineering excellence through clean designs, automated testing, and maintainable abstractions; Linux fluency and scripting are required.
Familiarity with Java or Groovy is a plus.
Knowledge or experience with GenAI Gateways or LiteLLM a big plus.
Cloud platform leadership (AWS)—hands‑on with S3, Lambda, Batch, Step Functions, EventBridge, CloudWatch, and SNS/SQS—and experience shaping platform patterns that other teams adopt. Experience enabling managed ML services (e.g., SageMaker) as part of broader platform capabilities; exposure to Azure or GCP is beneficial.
DevOps and CI/CD at scale, owning standards for automated build/test/deploy (e.g., Jenkins, Git‑based workflows), containerization (Docker), release governance, and multi‑environment promotion for ML‑enabled workloads.
Uplevel engineering velocity by introducing reusable frameworks, paved paths, and CI/CD templates that simplify integration, reduce toil, and improve reliability at scale.
Reduce cost and complexity across the ML ecosystem through pragmatic technology choices, clear abstractions, and a long‑term platform roadmap.
The Enterprise Data Science Platform, part of the Fidelity Data Architecture team within the Enterprise Technology business unit, is responsible for delivering scalable AI/ML capabilities across the organization. The team designs and builds advanced cloud-based, open-source, software platforms in close collaboration with Data Scientists, enabling the efficient packaging, deployment, and operation of AI/ML models at production scale.
In addition, the platform develops and maintains enterprise-grade gateways that allow teams across the company to securely discover, access, and consume AI/ML models. These gateways provide critical visibility into model usage and costs, while generating insights into model effectiveness, adoption patterns, and opportunities for continuous improvement.
The base salary range for this position is $107,000-216,000 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.
The Role
As a Senior Software Engineer on the Enterprise AI/ML Platform team, you will design, build, and operate production-grade software systems that enable machine learning at scale across the organization. You will focus on developing robust web services, libraries, and automation that support model training, evaluation, deployment, and lifecycle management in highly regulated, high-availability environments. This role is ideal for engineers who enjoy working on distributed systems, developer platforms, and infrastructure-heavy codebases, and who have applied software engineering best practices to systems that support AI/ML workloads.
The Expertise and Skills You Bring
The Team
The Enterprise Data Science Platform, part of the Fidelity Data Architecture team within the Enterprise Technology business unit, is responsible for delivering scalable AI/ML capabilities across the organization. The team designs and builds advanced cloud-based, open-source, software platforms in close collaboration with Data Scientists, enabling the efficient packaging, deployment, and operation of AI/ML models at production scale.
In addition, the platform develops and maintains enterprise-grade gateways that allow teams across the company to securely discover, access, and consume AI/ML models. These gateways provide critical visibility into model usage and costs, while generating insights into model effectiveness, adoption patterns, and opportunities for continuous improvement.
The base salary range for this position is $97,000-185,000 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.
The Role
As a Senior Software Engineer on the Enterprise AI/ML Platform team, you will design, build, and operate production-grade software systems that enable machine learning at scale across the organization. You will focus on developing robust web services, libraries, and automation that support model training, evaluation, deployment, and lifecycle management in highly regulated, high-availability environments. This role is ideal for engineers who enjoy working on distributed systems, developer platforms, and infrastructure-heavy codebases, and who have applied software engineering best practices to systems that support AI/ML workloads.
The Expertise and Skills You Bring
The Team
The Enterprise Data Science Platform, part of the Fidelity Data Architecture team within the Enterprise Technology business unit, is responsible for delivering scalable AI/ML capabilities across the organization. The team designs and builds advanced cloud-based, open-source, software platforms in close collaboration with Data Scientists, enabling the efficient packaging, deployment, and operation of AI/ML models at production scale.
In addition, the platform develops and maintains enterprise-grade gateways that allow teams across the company to securely discover, access, and consume AI/ML models. These gateways provide critical visibility into model usage and costs, while generating insights into model effectiveness, adoption patterns, and opportunities for continuous improvement.
The base salary range for this position is $97,000-185,000 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.
The Role
As a member of the Fidelity Digital Assets® Compliance team, you will serve as an informed and trusted business partner, promoting a culture of ethical conduct and commitment to compliance. You will also collaborate with many teams across the Fidelity organization, such as Wealth & Brokerage, Fidelity Institutional, Workplace Investing, and Government Relations.
In this role, you will work closely with our regulatory team to support ongoing compliance with regulatory customer complaint requirements. In addition, you will serve as a compliance resource for several cross-enterprise teams. You will also play a critical role in developing and tracking effective policies, procedures, and controls.
You will be responsible for:
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Fidelity Digital Assets® is a subsidiary of Fidelity Investments dedicated to building products and services that help institutional and retail investors access digital asset markets. 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.
The Fidelity Digital Assets® Compliance Team is responsible for designing, implementing, and supporting the compliance programs for Fidelity Digital Assets® growing institutional and retail businesses. This includes compliance with federal regulations and requirements. The Team assists the Fidelity Digital Assets® business in identifying and managing compliance and regulatory risks while:
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 member of the Fidelity Digital Assets® Compliance team, you will serve as an informed and trusted business partner, promoting a culture of ethical conduct and commitment to compliance. You will also collaborate with many teams across the Fidelity organization, such as Wealth & Brokerage, Fidelity Institutional, Workplace Investing, and Government Relations.
In this role, you will work closely with our regulatory team to support ongoing compliance with regulatory customer complaint requirements. In addition, you will serve as a compliance resource for several cross-enterprise teams. You will also play a critical role in developing and tracking effective policies, procedures, and controls.
You will be responsible for:
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Fidelity Digital Assets® is a subsidiary of Fidelity Investments dedicated to building products and services that help institutional and retail investors access digital asset markets. 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.
The Fidelity Digital Assets® Compliance Team is responsible for designing, implementing, and supporting the compliance programs for Fidelity Digital Assets® growing institutional and retail businesses. This includes compliance with federal regulations and requirements. The Team assists the Fidelity Digital Assets® business in identifying and managing compliance and regulatory risks while:
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 member of the Fidelity Digital Assets® Compliance team, you will serve as an informed and trusted business partner, promoting a culture of ethical conduct and commitment to compliance. You will also collaborate with many teams across the Fidelity organization, such as Wealth & Brokerage, Fidelity Institutional, Workplace Investing, and Government Relations.
In this role, you will work closely with our regulatory team to support ongoing compliance with regulatory customer complaint requirements. In addition, you will serve as a compliance resource for several cross-enterprise teams. You will also play a critical role in developing and tracking effective policies, procedures, and controls.
You will be responsible for:
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Fidelity Digital Assets® is a subsidiary of Fidelity Investments dedicated to building products and services that help institutional and retail investors access digital asset markets. 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.
The Fidelity Digital Assets® Compliance Team is responsible for designing, implementing, and supporting the compliance programs for Fidelity Digital Assets® growing institutional and retail businesses. This includes compliance with federal regulations and requirements. The Team assists the Fidelity Digital Assets® business in identifying and managing compliance and regulatory risks while:
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 member of the Fidelity Digital Assets® Compliance team, you will serve as an informed and trusted business partner, promoting a culture of ethical conduct and commitment to compliance. You will also collaborate with many teams across the Fidelity organization, such as Wealth & Brokerage, Fidelity Institutional, Workplace Investing, and Government Relations.
In this role, you will work closely with our regulatory team to support ongoing compliance with regulatory customer complaint requirements. In addition, you will serve as a compliance resource for several cross-enterprise teams. You will also play a critical role in developing and tracking effective policies, procedures, and controls.
You will be responsible for:
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Fidelity Digital Assets® is a subsidiary of Fidelity Investments dedicated to building products and services that help institutional and retail investors access digital asset markets. 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.
The Fidelity Digital Assets® Compliance Team is responsible for designing, implementing, and supporting the compliance programs for Fidelity Digital Assets® growing institutional and retail businesses. This includes compliance with federal regulations and requirements. The Team assists the Fidelity Digital Assets® business in identifying and managing compliance and regulatory risks while:
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Legal Counsel
The Role
The FMR LLC Legal Department is looking for an experienced, innovative, and motivated attorney to join our Brokerage and Wealth Management Legal Team as Senior Legal Counsel, Digital Brokerage. This unique role focuses on cutting edge digital financial services offerings from Fidelity’s retail broker-dealers and in-house financial technology innovation group, the Fidelity Center for Applied Technology.
The Expertise and Skills You Bring
Minimum of 7 years of relevant law firm or in-house counsel experience with a financial services company that includes broker-dealer matters, or experience with an industry regulator
License in good standing with at least one state bar
Substantial experience advising FINRA member broker-dealers
Experience in the areas of account opening, trading platforms, application of artificial intelligence technology, augmented reality, and advanced analytics and planning experiences is appreciated
Ability to work independently under pressure in a dynamic environment that will require you to manage multiple, competing tasks simultaneously
Strategic and critical thinking skills, excellent judgment, and decision-making skills
Excellent analytical, oral, and written communication skills, in particular the ability to reduce sophisticated legal issues to straightforward, practical analysis, and advice
Ability to build and maintain strong relationships and credibility, internally and externally
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner
Note: Fidelity is not providing immigration sponsorship for this position
The Team
You will be part of a team providing legal support and strategic advice across Fidelity’s brokerage, wealth management, and cryptocurrency businesses. You will directly support introducing broker-dealer businesses with both ongoing operations and development of new product and services, acting as subject-matter expert on legal and regulatory issues relating to distribution of digital investment advice and other interactive digital experiences.
The base salary range for this position is $140,000-285,000 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.
Senior Legal Counsel
The Role
The FMR LLC Legal Department is looking for an experienced, innovative, and motivated attorney to join our Brokerage and Wealth Management Legal Team as Senior Legal Counsel, Digital Brokerage. This unique role focuses on cutting edge digital financial services offerings from Fidelity’s retail broker-dealers and in-house financial technology innovation group, the Fidelity Center for Applied Technology.
The Expertise and Skills You Bring
Minimum of 7 years of relevant law firm or in-house counsel experience with a financial services company that includes broker-dealer matters, or experience with an industry regulator
License in good standing with at least one state bar
Substantial experience advising FINRA member broker-dealers
Experience in the areas of account opening, trading platforms, application of artificial intelligence technology, augmented reality, and advanced analytics and planning experiences is appreciated
Ability to work independently under pressure in a dynamic environment that will require you to manage multiple, competing tasks simultaneously
Strategic and critical thinking skills, excellent judgment, and decision-making skills
Excellent analytical, oral, and written communication skills, in particular the ability to reduce sophisticated legal issues to straightforward, practical analysis, and advice
Ability to build and maintain strong relationships and credibility, internally and externally
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner
Note: Fidelity is not providing immigration sponsorship for this position
The Team
You will be part of a team providing legal support and strategic advice across Fidelity’s brokerage, wealth management, and cryptocurrency businesses. You will directly support introducing broker-dealer businesses with both ongoing operations and development of new product and services, acting as subject-matter expert on legal and regulatory issues relating to distribution of digital investment advice and other interactive digital experiences.
The base salary range for this position is $140,000-285,000 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.
Senior Legal Counsel
The Role
The FMR LLC Legal Department is looking for an experienced, innovative, and motivated attorney to join our Brokerage and Wealth Management Legal Team as Senior Legal Counsel, Digital Brokerage. This unique role focuses on cutting edge digital financial services offerings from Fidelity’s retail broker-dealers and in-house financial technology innovation group, the Fidelity Center for Applied Technology.
The Expertise and Skills You Bring
Minimum of 7 years of relevant law firm or in-house counsel experience with a financial services company that includes broker-dealer matters, or experience with an industry regulator
License in good standing with at least one state bar
Substantial experience advising FINRA member broker-dealers
Experience in the areas of account opening, trading platforms, application of artificial intelligence technology, augmented reality, and advanced analytics and planning experiences is appreciated
Ability to work independently under pressure in a dynamic environment that will require you to manage multiple, competing tasks simultaneously
Strategic and critical thinking skills, excellent judgment, and decision-making skills
Excellent analytical, oral, and written communication skills, in particular the ability to reduce sophisticated legal issues to straightforward, practical analysis, and advice
Ability to build and maintain strong relationships and credibility, internally and externally
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner
Note: Fidelity is not providing immigration sponsorship for this position
The Team
You will be part of a team providing legal support and strategic advice across Fidelity’s brokerage, wealth management, and cryptocurrency businesses. You will directly support introducing broker-dealer businesses with both ongoing operations and development of new product and services, acting as subject-matter expert on legal and regulatory issues relating to distribution of digital investment advice and other interactive digital experiences.
The base salary range for this position is $140,000-285,000 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.
Note: Fidelity will not provide immigration sponsorship for this position
The Role
Are you interested in working in a fast paced, evolving organization? The Defined Contribution Data Conversion Lead is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services.
The documentation and coordination of conversion data from prior recordkeepers. Our DCC's work with the client to develop a Conversion Strategy which details how the data will be converted to Fidelity. We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for completeness. The DCC follows up with Prior Recordkeepers until all expected data is received and all questions are resolved.
The DCC also reviews the data after the transfer to ensure the information transferred as expected. We produce reports to review with the client to ensure their satisfaction with the outcome of the project.
The Expertise and Skills You Bring
Bachelor’s degree preferred.
This position requires a minimum of 3-5 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.
This position requires some travel.
The ability to understand and work with payroll software programs
Strong presentation, consulting, and negotiating skills
Strong analytical, problem-solving, problem identification skills
Strong organizational/time management skills, auditing skills
The Team
As part of the Implementation Team, the DCC will participate in the “deep dive” discovery process with the Client, Prior Recordkeeper, and Prior Trustee to collect all data vital to complete the Implementation or Corporate Action Project. The DCC will act as the primary point of contact for the client on two main parts of the Implementation or Corporate Action project: data conversion and reconciliation. We strive to provide outstanding execution and service throughout the project life cycle.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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 interested in working in a fast paced, evolving organization? The Defined Contribution Data Conversion Lead is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services.
The documentation and coordination of conversion data from prior recordkeepers. Our DCC's work with the client to develop a Conversion Strategy which details how the data will be converted to Fidelity. We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for completeness. The DCC follows up with Prior Recordkeepers until all expected data is received and all questions are resolved.
The DCC also reviews the data after the transfer to ensure the information transferred as expected. We produce reports to review with the client to ensure their satisfaction with the outcome of the project.
The Expertise and Skills You Bring
Bachelor’s degree preferred.
This position requires a minimum of 3-5 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.
This position requires some travel.
The ability to understand and work with payroll software programs
Strong presentation, consulting, and negotiating skills
Strong analytical, problem-solving, problem identification skills
Strong organizational/time management skills, auditing skills
The Team
As part of the Implementation Team, the DCC will participate in the “deep dive” discovery process with the Client, Prior Recordkeeper, and Prior Trustee to collect all data vital to complete the Implementation or Corporate Action Project. The DCC will act as the primary point of contact for the client on two main parts of the Implementation or Corporate Action project: data conversion and reconciliation. We strive to provide outstanding execution and service throughout the project life cycle.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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 interested in working in a fast paced, evolving organization? The Defined Contribution Data Conversion Lead is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services.
The documentation and coordination of conversion data from prior recordkeepers. Our DCC's work with the client to develop a Conversion Strategy which details how the data will be converted to Fidelity. We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for completeness. The DCC follows up with Prior Recordkeepers until all expected data is received and all questions are resolved.
The DCC also reviews the data after the transfer to ensure the information transferred as expected. We produce reports to review with the client to ensure their satisfaction with the outcome of the project.
The Expertise and Skills You Bring
Bachelor’s degree preferred.
This position requires a minimum of 3-5 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.
This position requires some travel.
The ability to understand and work with payroll software programs
Strong presentation, consulting, and negotiating skills
Strong analytical, problem-solving, problem identification skills
Strong organizational/time management skills, auditing skills
The Team
As part of the Implementation Team, the DCC will participate in the “deep dive” discovery process with the Client, Prior Recordkeeper, and Prior Trustee to collect all data vital to complete the Implementation or Corporate Action Project. The DCC will act as the primary point of contact for the client on two main parts of the Implementation or Corporate Action project: data conversion and reconciliation. We strive to provide outstanding execution and service throughout the project life cycle.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Insurance Compliance Director is responsible for conducting compliance activities in support of Fidelity’s insurance and annuity business. In addition to being a member of Fidelity’s insurance compliance group, the Insurance Compliance Director will also support cross-functional teams focused on developing and launching new Fidelity insurance products and services. Primary responsibilities will be identifying and communicating all the compliance requirements related to these new insurance products and services and representing Compliance at meetings with senior members of the business.
The Expertise and Skills You Bring
BA/BS Degree with 10+ years of business leadership within the financial services or insurance industry
Experience working with institutional group insurance products is preferred
Strong leadership skills.
Excellent interpersonal and written/verbal communication skills who can build compelling, executive-level presentations that communicate strategic insights in a clear, concise, and structured manner.
Efficient and works in a fast-paced environment and can multi-task across multiple large initiatives.
Creates and maintains strong business relationships, builds trust, and cultivates collaboration.
Designs, develops and maintains compliance programs which support designated business units.
Identify, escalate and consult on problems and issues across the business unit and develop strategic solutions to address business needs.
Welcomes challenges and is a go getter who constantly looks for opportunities to continuously improve!
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The individual in this role is a member of the Fidelity Investments Life Insurance Company Compliance team. This role reports to another member on this team, who in turn reports to the Chief Compliance Officer of Fidelity Investments Life Insurance Company. The Insurance Compliance Director works closely with legal and other compliance professionals from across the firm to provide high quality compliance support to the insurance company’s product development and marketing teams. We have a relentless commitment to protecting the firm’s valuable reputation by ensuring that we do what is right for our customers and adhering to applicable laws and regulations!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Insurance Compliance Director is responsible for conducting compliance activities in support of Fidelity’s insurance and annuity business. In addition to being a member of Fidelity’s insurance compliance group, the Insurance Compliance Director will also support cross-functional teams focused on developing and launching new Fidelity insurance products and services. Primary responsibilities will be identifying and communicating all the compliance requirements related to these new insurance products and services and representing Compliance at meetings with senior members of the business.
The Expertise and Skills You Bring
BA/BS Degree with 10+ years of business leadership within the financial services or insurance industry
Experience working with institutional group insurance products is preferred
Strong leadership skills.
Excellent interpersonal and written/verbal communication skills who can build compelling, executive-level presentations that communicate strategic insights in a clear, concise, and structured manner.
Efficient and works in a fast-paced environment and can multi-task across multiple large initiatives.
Creates and maintains strong business relationships, builds trust, and cultivates collaboration.
Designs, develops and maintains compliance programs which support designated business units.
Identify, escalate and consult on problems and issues across the business unit and develop strategic solutions to address business needs.
Welcomes challenges and is a go getter who constantly looks for opportunities to continuously improve!
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The individual in this role is a member of the Fidelity Investments Life Insurance Company Compliance team. This role reports to another member on this team, who in turn reports to the Chief Compliance Officer of Fidelity Investments Life Insurance Company. The Insurance Compliance Director works closely with legal and other compliance professionals from across the firm to provide high quality compliance support to the insurance company’s product development and marketing teams. We have a relentless commitment to protecting the firm’s valuable reputation by ensuring that we do what is right for our customers and adhering to applicable laws and regulations!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies
The Expertise We’re Looking For
FINRA Series 7 & 63 required prior to hire
Series 65 and/or 66 and state registrations required within 3 months of hire
Experience with High Net Worth clients
A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it
The Purpose of Your Role
We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.
The Skills You Bring
You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele
Remarkable knowledge of investment products
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs
The Value You Deliver
No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments
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)
Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
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
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
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
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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 & 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 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!
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.
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!
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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 (SRE)
The Role
Our Engineering Productivity & Reliability Tools group within Enterprise Infrastructure builds high impact internal applications that help SREs work smarter and operate more reliably. We deliver full stack systems that streamline workflows, surface real time insights, and enable automation at scale.
We create tools that simplify complex infrastructure tasks, improve observability, and reduce cognitive load through resilient, thoughtful design.
We are seeking a Full‑Stack Engineer with strong software fundamentals and solid experience in distributed systems. You will collaborate with SREs to convert real‑world operational pain points into well‑crafted, reliable internal tools.
The Expertise and Skills You Bring
Bachelor’s degree or higher in a technology related field (e.g. Engineering, Computer Science, etc.) required, Master’s degree a plus.
5+ years of professional software engineering experience; experience contributing to or leading technical direction a plus.
Proven experience building full‑stack applications and services in a modern development environment.
Experience developing cloud‑native applications, preferably on AWS.
Hands-on experience with container orchestration, preferably with Kubernetes
Familiarity with agile development methodologies and collaborative engineering practices
Strong full‑stack development experience using Python, Node.js, or Go on the backend, and modern UI frameworks such as React or React Native on the frontend.
Ability to design and build reliable, scalable services, APIs, and automation tools used by engineering teams.
Familiarity with event‑driven architectures and messaging technologies such as Kafka, SNS/SQS, or similar
Experience integrating with observability platforms (Datadog, Grafana, Prometheus, OpenTelemetry, etc.) and instrumenting applications for metrics, logs, and traces.
Understanding of AIOps concepts and experience using or integrating tools that support anomaly detection, intelligent alerting, or operational insights.
Ability to reason about performance, scalability, and data‑flow patterns in distributed systems
Comfortable working with relational and NoSQL databases, with a high‑level understanding of schema design and data modeling
Strong grasp of DevOps concepts including CI/CD pipelines.
Familiarity with Infrastructure‑as‑Code tooling (Terraform, CloudFormation, Ansible, etc.)
Strong communication skills and the ability to partner with SREs, developers, and platform teams to understand needs and deliver intuitive solutions.
Curiosity, willingness to learn new technologies, and a strong sense of ownership.
Build full‑stack internal tools that improve operational efficiency, automation, and visibility for SRE teams.
Translate engineering pain points into scalable solutions that simplify workflows and enhance reliability.
Develop backend services, automation frameworks, dashboards, and UIs that reduce cognitive load and accelerate troubleshooting.
Ensure the tools you build are performant, resilient, and easy to support as usage scales.
Support engineers through clear documentation, thoughtful UX, and ongoing partnership across teams.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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 (SRE)
The Role
Our Engineering Productivity & Reliability Tools group within Enterprise Infrastructure builds high impact internal applications that help SREs work smarter and operate more reliably. We deliver full stack systems that streamline workflows, surface real time insights, and enable automation at scale.
We create tools that simplify complex infrastructure tasks, improve observability, and reduce cognitive load through resilient, thoughtful design.
We are seeking a Full‑Stack Engineer with strong software fundamentals and solid experience in distributed systems. You will collaborate with SREs to convert real‑world operational pain points into well‑crafted, reliable internal tools.
The Expertise and Skills You Bring
Bachelor’s degree or higher in a technology related field (e.g. Engineering, Computer Science, etc.) required, Master’s degree a plus.
5+ years of professional software engineering experience; experience contributing to or leading technical direction a plus.
Proven experience building full‑stack applications and services in a modern development environment.
Experience developing cloud‑native applications, preferably on AWS.
Hands-on experience with container orchestration, preferably with Kubernetes
Familiarity with agile development methodologies and collaborative engineering practices
Strong full‑stack development experience using Python, Node.js, or Go on the backend, and modern UI frameworks such as React or React Native on the frontend.
Ability to design and build reliable, scalable services, APIs, and automation tools used by engineering teams.
Familiarity with event‑driven architectures and messaging technologies such as Kafka, SNS/SQS, or similar
Experience integrating with observability platforms (Datadog, Grafana, Prometheus, OpenTelemetry, etc.) and instrumenting applications for metrics, logs, and traces.
Understanding of AIOps concepts and experience using or integrating tools that support anomaly detection, intelligent alerting, or operational insights.
Ability to reason about performance, scalability, and data‑flow patterns in distributed systems
Comfortable working with relational and NoSQL databases, with a high‑level understanding of schema design and data modeling
Strong grasp of DevOps concepts including CI/CD pipelines.
Familiarity with Infrastructure‑as‑Code tooling (Terraform, CloudFormation, Ansible, etc.)
Strong communication skills and the ability to partner with SREs, developers, and platform teams to understand needs and deliver intuitive solutions.
Curiosity, willingness to learn new technologies, and a strong sense of ownership.
Build full‑stack internal tools that improve operational efficiency, automation, and visibility for SRE teams.
Translate engineering pain points into scalable solutions that simplify workflows and enhance reliability.
Develop backend services, automation frameworks, dashboards, and UIs that reduce cognitive load and accelerate troubleshooting.
Ensure the tools you build are performant, resilient, and easy to support as usage scales.
Support engineers through clear documentation, thoughtful UX, and ongoing partnership across teams.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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 (SRE)
The Role
Our Engineering Productivity & Reliability Tools group within Enterprise Infrastructure builds high impact internal applications that help SREs work smarter and operate more reliably. We deliver full stack systems that streamline workflows, surface real time insights, and enable automation at scale.
We create tools that simplify complex infrastructure tasks, improve observability, and reduce cognitive load through resilient, thoughtful design.
We are seeking a Full‑Stack Engineer with strong software fundamentals and solid experience in distributed systems. You will collaborate with SREs to convert real‑world operational pain points into well‑crafted, reliable internal tools.
The Expertise and Skills You Bring
Bachelor’s degree or higher in a technology related field (e.g. Engineering, Computer Science, etc.) required, Master’s degree a plus.
5+ years of professional software engineering experience; experience contributing to or leading technical direction a plus.
Proven experience building full‑stack applications and services in a modern development environment.
Experience developing cloud‑native applications, preferably on AWS.
Hands-on experience with container orchestration, preferably with Kubernetes
Familiarity with agile development methodologies and collaborative engineering practices
Strong full‑stack development experience using Python, Node.js, or Go on the backend, and modern UI frameworks such as React or React Native on the frontend.
Ability to design and build reliable, scalable services, APIs, and automation tools used by engineering teams.
Familiarity with event‑driven architectures and messaging technologies such as Kafka, SNS/SQS, or similar
Experience integrating with observability platforms (Datadog, Grafana, Prometheus, OpenTelemetry, etc.) and instrumenting applications for metrics, logs, and traces.
Understanding of AIOps concepts and experience using or integrating tools that support anomaly detection, intelligent alerting, or operational insights.
Ability to reason about performance, scalability, and data‑flow patterns in distributed systems
Comfortable working with relational and NoSQL databases, with a high‑level understanding of schema design and data modeling
Strong grasp of DevOps concepts including CI/CD pipelines.
Familiarity with Infrastructure‑as‑Code tooling (Terraform, CloudFormation, Ansible, etc.)
Strong communication skills and the ability to partner with SREs, developers, and platform teams to understand needs and deliver intuitive solutions.
Curiosity, willingness to learn new technologies, and a strong sense of ownership.
Build full‑stack internal tools that improve operational efficiency, automation, and visibility for SRE teams.
Translate engineering pain points into scalable solutions that simplify workflows and enhance reliability.
Develop backend services, automation frameworks, dashboards, and UIs that reduce cognitive load and accelerate troubleshooting.
Ensure the tools you build are performant, resilient, and easy to support as usage scales.
Support engineers through clear documentation, thoughtful UX, and ongoing partnership across teams.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
The Role
The Director, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors 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 time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to an Investor Center or Regional Center in the states of KY, OH or TN.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Advanced Planning is a client-facing role that serves primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors as a member of a regionally-aligned Advanced Planning team providing comprehensive financial and estate planning support. Additionally, the Director, Advanced Planning will also be relied on to support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership. We primarily use video technology to function remotely and meet virtually with clients and advisors 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 time, depending on physical proximity to regional sites and investor centers. This role is remote but does require residing within commuting distance to an Investor Center or Regional Center in the states of KY, OH or TN.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 System Engineer
The Role
The role is for a Mainframe systems Engineer who will address business incidents by aligning them to the Fidelity Record Keeping system. The role will provide in-depth understanding of Defined Contribution domain with an opportunity to work with business while still being deeply connected to technology. This role requires the ability to perform Production and non- production Support work as well as the ability to research and resolve issues related to application abends, and infrastructure changes for Fidelity Recordkeeping applications. These applications are critical for daily processing. The applications run in Fidelity's mainframe environment, and the applicant should be familiar with mainframe application technology including COBOL, Assembler 370, JCL, DB2, VSAM, MVS, Endeavor ISPF, TSO, EASYTRIEVE, CICS, Control-M, and basic IBM utilities.
The Expertise and Skills You Bring
10 years’ experience in Mainframe development/enhancement/support. Cobol, Assembler 370, JCL, DB2, VSAM, CICS is a must.
Bachelor's degree in related field or equivalent experience required
Production support experience with financial systems is a must.
· Must be experienced in developing and maintaining systems in the MVS mainframe environment.
· Proven analytical and problem-solving skills.
· Experience with COBOL, Assembler 370, JCL, EASYTRIEVE, DB2, VSAM, MVS, Endeavor, ISPF, TSO, CICS, Control-M, and basic IBM utilities.
· Experience coding, testing, and implementing COBOL and Assembler 370 solutions.
· Must be capable of learning complex processes quickly and can learn through independent research.
· Ability to work as part of a team as well as independently.
· The applicant should demonstrate effective communication skills, both written and verbal.
· Ability to learn and work quickly to meet business deadlines.
· Ability to triage incidents.
· Familiar with Cobol DB2 code review.
· Familiar with any debugging tool. Preferably Intertest.
· Mainframe MQ and Azure ADF pipeline knowledge is a plus.
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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Head of Technical Accounting and Operational Policies will report directly to the Head of Corporate Accounting and Controllership, who in turn reports to Fidelity’s Chief Financial Officer. As a member of Corporate Accounting’s Leadership Team, the Vice President, Head of Technical Accounting and Operational Policies will work collaboratively across the organization and will be responsible for overseeing technical accounting policy for Fidelity’s corporate legal entities, as well as the operational accounting policies that support consistent and scalable execution.
In this role, you will lead a team of technical accounting professionals and play a critical role in evaluating the accounting implications of new strategic initiatives. You will also be responsible for monitoring accounting interpretations and financial reporting to ensure alignment with Fidelity’s core accounting policies.
Through oversight of operational accounting policies, the Vice President, Head of Technical Accounting and Operational Policies will have a significant impact on Fidelity’s accounting modernization efforts by guiding the standardization of core accounting processes. Overall, this is a highly strategic role that partners closely with the accounting organization and the broader business to ensure accounting considerations are proactively integrated in a disciplined, efficient, and forward-looking manner.
The Purpose of Your Role
Your purpose in this role is to ensure that technical accounting policy, interpretation, and operational accounting policies proactively support the firm’s strategic objectives while maintaining strong governance, consistency, and efficiency. You will partner closely with business leaders, finance, controllership, and other stakeholders to ensure accounting considerations are integrated early and effectively into business decisions.
Key Responsibilities
The Expertise You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Head of Technical Accounting and Operational Policies will report directly to the Head of Corporate Accounting and Controllership, who in turn reports to Fidelity’s Chief Financial Officer. As a member of Corporate Accounting’s Leadership Team, the Vice President, Head of Technical Accounting and Operational Policies will work collaboratively across the organization and will be responsible for overseeing technical accounting policy for Fidelity’s corporate legal entities, as well as the operational accounting policies that support consistent and scalable execution.
In this role, you will lead a team of technical accounting professionals and play a critical role in evaluating the accounting implications of new strategic initiatives. You will also be responsible for monitoring accounting interpretations and financial reporting to ensure alignment with Fidelity’s core accounting policies.
Through oversight of operational accounting policies, the Vice President, Head of Technical Accounting and Operational Policies will have a significant impact on Fidelity’s accounting modernization efforts by guiding the standardization of core accounting processes. Overall, this is a highly strategic role that partners closely with the accounting organization and the broader business to ensure accounting considerations are proactively integrated in a disciplined, efficient, and forward-looking manner.
The Purpose of Your Role
Your purpose in this role is to ensure that technical accounting policy, interpretation, and operational accounting policies proactively support the firm’s strategic objectives while maintaining strong governance, consistency, and efficiency. You will partner closely with business leaders, finance, controllership, and other stakeholders to ensure accounting considerations are integrated early and effectively into business decisions.
Key Responsibilities
The Expertise You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Head of Technical Accounting and Operational Policies will report directly to the Head of Corporate Accounting and Controllership, who in turn reports to Fidelity’s Chief Financial Officer. As a member of Corporate Accounting’s Leadership Team, the Vice President, Head of Technical Accounting and Operational Policies will work collaboratively across the organization and will be responsible for overseeing technical accounting policy for Fidelity’s corporate legal entities, as well as the operational accounting policies that support consistent and scalable execution.
In this role, you will lead a team of technical accounting professionals and play a critical role in evaluating the accounting implications of new strategic initiatives. You will also be responsible for monitoring accounting interpretations and financial reporting to ensure alignment with Fidelity’s core accounting policies.
Through oversight of operational accounting policies, the Vice President, Head of Technical Accounting and Operational Policies will have a significant impact on Fidelity’s accounting modernization efforts by guiding the standardization of core accounting processes. Overall, this is a highly strategic role that partners closely with the accounting organization and the broader business to ensure accounting considerations are proactively integrated in a disciplined, efficient, and forward-looking manner.
The Purpose of Your Role
Your purpose in this role is to ensure that technical accounting policy, interpretation, and operational accounting policies proactively support the firm’s strategic objectives while maintaining strong governance, consistency, and efficiency. You will partner closely with business leaders, finance, controllership, and other stakeholders to ensure accounting considerations are integrated early and effectively into business decisions.
Key Responsibilities
The Expertise You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Value You Deliver
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Become a Security Representative at Fidelity Investments and join a team that values safety, collaboration, and top-notch performance! This outstanding opportunity enables you to work in a dynamic setting where your skills and devotion will help uphold a secure and inviting environment for all. As a Security Representative, you will have a pivotal role in delivering top-tier customer service and security operations that showcase our dedication to outstanding performance. You will be required to work 12-hour rotating shifts including days, nights, weekends and holidays to meet business needs.
The Expertise and Skills You Bring
As a Security Representative, you will be given various tasks to guarantee the safety and security of our facilities, associates, and visitors. Your responsibilities will be diverse and pivotal in ensuring the safety and security of our facilities, associates, and visitors. They include Performing first-responder rescue activities in medical or facility emergency situations, acting as the primary decision maker or incident commander as needed.
To succeed in this role, you should meet the following qualifications:
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Fidelity Security Team is a part of Global Security and Investigations (GSI) that works around the clock to keep Fidelity associates, customers, and assets safe, through security, intelligence, safety, and business continuity operations. Global Security Operations provides physical and technical security services to Fidelity associates, customers, and assets in the Boston region. Our security representatives are highly trained to respond to safety/security related concerns and monitor state-of-the art security systems.
#globalsecurity
The base salary range for this position is $48,000-91,000 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.
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.
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!
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Software Engineering – Digital 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.
Define and implement technology vision in partnership with architecture, engineering, and product leadership.
Align product roadmaps with technology-focused initiatives and ensure alignment to enterprise standards.
Champion platform stability, modernization, and adoption of new technologies.
Lead end-to-end solution design, including business capability analysis, domain modeling, API strategy, and microservices definitions.
Drive cloud adoption and automation strategies, ensuring outstanding performance, robust security, consistent dependability, and cost optimization.
Evaluate technologies, lead Proofs-of-Concept (POCs), and guide teams through solution best practices and frameworks (e.g., TOGAF).
Mentor agile teams, including developers, testers, and analysts, fostering strong engineering rigor.
Support the development of next-generation technical leaders through coaching and advocacy for developer experience.
Serve as a trusted authority on technical standards and solutions.
Provide technical leadership on strategic projects spanning multiple business units. Provides technical guidance and leadership.
Contribute to solution design and development activities, ensuring incremental value delivery. Gets into details and takes on development activities.
The Skills and Expertise You Bring
Deep understanding of life insurance digital ecosystems, including underwriting, compliance, and member facing experiences design across web and mobile channels.
10 years of hands-on experience as a full-stack engineer and/or solution architect.
Experience leading the Lifecycle of multiple concurrent solutions through strong communication skills, interpersonal skills, engaging with multiple functions, business analysis, architecture definition, POC creation, presentation skills, influential ability, and an ability to make progress despite ambiguity.
Proven experience in engineering large-scale web applications end-to-end, with a focus on customer experience, operational excellence, security, reliability, performance efficiency, and improving cost efficiency.
Experience in designing, implementing, or maintaining systems that support Term Life Insurance operations such as policy administration, underwriting and claims processing is a plus.
Proficient in Cloud Architecture, Services, and Patterns. Hands-on experience with Core AWS services is a must-have, e.g. Amazon VPC, DNS, ELB, CloudFront, API Gateway, IAM, EKS, Lambda, Step Functions, SQS, S3, RDS Oracle/PostgreSQL, DynamoDB, Secrets Manager, CloudFormation/Terraform, Event-Driven Architecture, Resiliency, etc.
Proven expertise in Java, JavaScript/TypeScript, Angular, Spring, NodeJS/NestJS and microservices architecture with REST, Spring frameworks (or similar) are a must.
Experience in DevSecOps, CI/CD automation (Jenkins Core and GitOps or equivalent experience preferred), and container orchestration (Kubernetes/EKS).
Experience with event-driven and serverless architectures, API design, and integration patterns.
Familiarity with AI/ML concepts is advantageous.
Strong leadership, communication, and influencing skills with the ability to work across technical and non-technical teams.
Agile development experience and a passion for continuous learning and innovation.
The Team
This Delivery team is part of Fidelity Insurance Group; focused on empowering customers and associates to thrive in a digital-first world through the creation of scalable business capabilities and platforms that support and power much of our Brokerage, Wealth and Workplace businesses.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Illinois.
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 state of Illinois.
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.
Job Title: Director Quant Development
The Role
We are seeking Director Quant Engineering 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 Systematic Fixed Income research and portfolio construction ecosystem. This individual will include hands on development collaborating with team of software engineers and quantitative developers.
The Expertise and Skills You Bring
Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading, and Investment Operations functions. We are seeking a Director, Quant Software Engineer to join our Quantitative Research & Investing Technology organization. This role will be part of our Quantitative Engineering team, which is responsible for delivering & maintaining solutions for Quant Research team.
The base salary range for this position is $126,000-255,000 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.
Job Title: Director Quant Development
The Role
We are seeking Director Quant Engineering 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 Systematic Fixed Income research and portfolio construction ecosystem. This individual will include hands on development collaborating with team of software engineers and quantitative developers.
The Expertise and Skills You Bring
Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading, and Investment Operations functions. We are seeking a Director, Quant Software Engineer to join our Quantitative Research & Investing Technology organization. This role will be part of our Quantitative Engineering team, which is responsible for delivering & maintaining solutions for Quant Research team.
The base salary range for this position is $126,000-255,000 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.
Job Title: Director Quant Development
The Role
We are seeking Director Quant Engineering 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 Systematic Fixed Income research and portfolio construction ecosystem. This individual will include hands on development collaborating with team of software engineers and quantitative developers.
The Expertise and Skills You Bring
Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading, and Investment Operations functions. We are seeking a Director, Quant Software Engineer to join our Quantitative Research & Investing Technology organization. This role will be part of our Quantitative Engineering team, which is responsible for delivering & maintaining solutions for Quant Research team.
The base salary range for this position is $126,000-255,000 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.
Job Title: Director Quant Development
The Role
We are seeking Director Quant Engineering 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 Systematic Fixed Income research and portfolio construction ecosystem. This individual will include hands on development collaborating with team of software engineers and quantitative developers.
The Expertise and Skills You Bring
Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading, and Investment Operations functions. We are seeking a Director, Quant Software Engineer to join our Quantitative Research & Investing Technology organization. This role will be part of our Quantitative Engineering team, which is responsible for delivering & maintaining solutions for Quant Research team.
The base salary range for this position is $126,000-255,000 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.
Job Title: Director Quant Development
The Role
We are seeking Director Quant Engineering 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 Systematic Fixed Income research and portfolio construction ecosystem. This individual will include hands on development collaborating with team of software engineers and quantitative developers.
The Expertise and Skills You Bring
Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading, and Investment Operations functions. We are seeking a Director, Quant Software Engineer to join our Quantitative Research & Investing Technology organization. This role will be part of our Quantitative Engineering team, which is responsible for delivering & maintaining solutions for Quant Research team.
The base salary range for this position is $126,000-255,000 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.
Job Title: Director Quant Development
The Role
We are seeking Director Quant Engineering 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 Systematic Fixed Income research and portfolio construction ecosystem. This individual will include hands on development collaborating with team of software engineers and quantitative developers.
The Expertise and Skills You Bring
Asset Management Technology (AMT) provides worldwide technology and support to all the Investment Management, Research, Trading, and Investment Operations functions. We are seeking a Director, Quant Software Engineer to join our Quantitative Research & Investing Technology organization. This role will be part of our Quantitative Engineering team, which is responsible for delivering & maintaining solutions for Quant Research team.
The base salary range for this position is $126,000-255,000 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.
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.
The base salary range for this position is $59,000 - $74,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 US Sales, Fidelity Digital Assets®
Note: Fidelity is not providing immigration sponsorship for this position
Job Description
Fidelity Digital Assets® is seeking a Vice President of Sales to achieve bold business growth goals in onboarding both existing Fidelity and new institutional clients to our Enterprise-grade custody and execution services offerings. The position will report into the Global Head of Business Development.
As a member of the business development leadership team, you will contribute to the strategic vision and direction of our growth, collaborate with business partners in Fidelity Digital Assets® , and contribute as a positive and active leader. You will own the sales outcomes, targets and KPIs. To achieve this, you will expand our client footprint within the US with accountability of filling both near and longer-term pipeline, onboarding, and funding new clients. You will be responsible for the US sales team inclusive of hiring, training, coaching, managing and leading. You will ensure that the team is focused on driving revenue growth with clients that match FDA’s values.
As a Vice President of Sales at Fidelity Digital Assets®, you will interface daily with internal & external stakeholders. You will help identify, develop, and execute strategies that create deep and lasting relationships, focused on the growing demand for digital assets among all types of institutional clients.
The Fidelity Digital Assets® Sales team is centrally responsible for growing our institutional client base. The sales team is an essential representation of the Fidelity Digital Assets brand to the external market as well as providers of prospective client feedback to internal stakeholders. Members of our team are seasoned sales professionals with a combination of deep TradFi and DeFi experience. They own the sales outcomes and seek to outperform revenue targets by positioning our offering to the marketplace. The Global Sales team works collaboratively with each other as well as with our business partners across both Fidelity Digital Assets® and Fidelity Investments®.
The Expertise & Skills You Bring
The Team
Fidelity Digital Assets® is a subsidiary of Fidelity Investments® and operates as a separate business dedicated to digital assets. Our team combines the operational and technical experience that institutions and investors have grown to expect from a Fidelity business to deliver a completely new offering for this asset class. We are dedicated to building products and services that help institutions adopt digital assets and innovate within the increasingly digital world of finance.
The base salary range for this position is $124,000 - $180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Regional Brokerage Consultants acquire, develop and retain relationships through market expertise and Fidelity’s Brokerage offering
The Expertise We’re Looking For
10+ years of financial industry experience
Extensive sales experience in the financial service industry
Extensive knowledge of fixed income, equity and option markets, including market mechanics
Experience in using technical analysis for trading strategy development and position management
Series 7 & 63
Ability to travel up to 75% of the time
The Purpose of Your Role
Regional Brokerage Consultants regularly conduct sales interactions with clients/prospects to drive acquisition, retention and relationship development through Fidelity’s Brokerage offering, all while ensuring a quality interaction for the client. Additionally, they educate and train Fidelity sales associates via 1:1 coaching, team meetings, small group trainings, virtual sessions, joint client appointments and webinars to equip associates to address Brokerage opportunities themselves and to generate opportunities for the RBC. The Regional Brokerage Consultant provides subject matter expertise to directly impact sales results.
The Skills You Bring
Effectively execute sales strategies and tactics specifically related to brokerage business
Superior presentation skills with respect to team meetings as well as large educational workshops
Expert knowledge on equities, fixed income, ETF’s, technical analysis, options and market mechanics
Ability to execute national brokerage initiatives and foster collaborative relationships with regional business partners to support national business plan initiatives.
The Value You Deliver
Acquisition of external accounts from competitors
Providing timely subject matter expertise on market updates and promotions, enhancements and changes within the brokerage and fixed income product offerings
Ability to execute national brokerage initiatives and foster collaborative relationships with regional business partners to support national business plan initiatives
Position deeper development of clients for sales associates
Ensuring sales associates understand and utilize all brokerage service models
Serving as liaison to various internal business partners providing expertise on the capital markets, high net worth service models, lead generation and partnership practices.
Growing awareness of Fidelity’s Brokerage offerings by presenting at national seminars, tradeshows, summits and expos.
Assisting Brokerage Product teams with platform development, online tools, research and competitive insight
How Your Work Impacts the Organization
The Regional Brokerage Consultant provides (and coaches sales associates toward) educated Brokerage discussions with their customers, creating opportunities to grow relationships with current clients and develop new business.
Relocation assistance is available for candidates who meet the eligibility requirements. Relocation eligibility will be discussed with a recruiter during the selection process
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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)
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
The base salary range for this position is $126,000-255,000 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.
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 will require you to establish yourself as the Securities Finance point person for the Fidelity client base across the enterprise. The candidate will manage the relationships as well as provide education & support to internal counterparts and channel clients on all Securities Finance related matters. The business management side of the role touches several aspects within Prime Services - risk, margin, tax, capital efficiency. The role related to these areas will vary on an as needed basis but will include:
Serve as a trusted point of contact for internal risk management functions
Collaborate with product teams and project managers across the organization to align business strategy, drive towards streamlined solutions, and improve client experience
Management of locates, short positions, their rates and profitability
Work towards a thorough understanding of the products and offerings within Prime Services – Examples include Portfolio Margin, Cash Sweep, and Arranged Finance
Execute daily and monthly supervisory tasks for Prime Services and Family Office
Work with business partners across Fidelity’s distribution channels to evaluate new business opportunities
The Expertise and Skills You Bring
Bachelor’s degree in Finance, Economics, or related field required; current/previous roles in Corporate Finance or Accounting
4-6+ years work experience in a related field
Series 7, 24 & 63 and/or progress toward obtaining necessary licenses
Knowledge and understanding of Securities Finance and Prime Brokerage required
Understanding of capital structure, cost of capital, liquidity management, and securities and prime brokerage financing products - margin lending and repo
Experience evaluating counterparty risk, market risk, and liquidity risk in financing transactions
Working knowledge of brokerage regulatory regimes and margin rules
Proficiency building financing models, scenario analyses, and client profitability assessments
Experience working with Trading, Risk, Legal, Treasury, and Operations to deliver client solutions
Ability to work in a deadline-oriented environment managing multiple responsibilities/projects simultaneously
The Team
The Prime Services Business Management group’s responsibilities range from overseeing clients’ Securities Lending / Prime Brokerage activity across the Fidelity enterprise, to management and supervision of the Prime Services business – including operational risk, controls, margin, audit, exception processing, capital usage and exploration of new initiatives
Note: Fidelity will not provide immigration sponsorship for this position.
The base salary range for this position is $100,000-185,000 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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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.
The base salary range for this position is $103,000-211,000 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.
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.
The base salary range for this position is $103,000-211,000 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.
Asset Management Analyst
The Role
The Analyst will support Pembroke’s Asset Management and Investment Analytics functions. The successful candidate will have 2+ years prior Asset Management, market research, or investment analytics experience and exhibit strong analytical skills, including proficiency in Argus, Excel, and PowerPoint. The candidate must demonstrate a high level of organization, accuracy, and the ability to manage multiple priorities. The Analyst routinely presents to a wide range of stakeholders and must build internal and external relationships in a highly collaborative environment.
The Expertise and Skills You Bring
Responsibilities
Asset Management Support
Investment Analytics Support
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Pembroke is an international real estate advisor that acquires, develops, and manages properties and places – specializing in mixed-use and office environments in the world’s leading cities. We believe that properties that stand the test of time deserve a lot of time. So, we take a different approach: a thoughtful approach. We’re united by a belief that real estate is more than just buildings. Our mission is to create long-term value through our global expertise, local knowledge, and passion for real estate. Comprised of experts across a variety of fields, our team consistently strives for excellence, achieves with integrity, and embraces collaboration. Working together, we create places people love.
Over the past twenty-eight years, we’ve grown with offices in Boston, London, Munich, San Francisco, Stockholm, Sydney, Tokyo, and Washington DC managing approximately 9.8m sq ft in North America, Europe, and Asia Pacific. Facilitating the patient capital of FMR LLC and FIL Limited, we invest in global markets with long-term growth potential.
By combining a global point of view with local expertise, we’re able to create and manage world-class properties that deliver the best outcomes for our tenants, investors, and the communities in which we work.
For more information, visit our website: www.pembroke.com
The base salary range for this position is $67,000-$127,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 ready to start your technology career with Fidelity Investments? Join us and apply for a position in our full-time Leap Technology Immersion Program today! Leap is Fidelity's learner-centered technology program crafted to prepare recent graduates to become leading technologists. Upon completion, participants are placed within our diverse technology organization for continued full-time employment in multiple roles and locations throughout the US.
THE SKILLS YOU BRING
Recent completion or in current pursuit of a Computer Science, Software Engineering, or IT bachelor’s degree
A solid understanding of software development principles and data structures
Hands-on technical project experience: Previous technical internship experience is a plus
Outstanding problem-solving ability and analytical skills
Ability to work to achieve group goals in a fast-paced environment to achieve
Passionate about learning new technologies
Note: The Leap program does not offer visa sponsorship
PROGRAM HIGHLIGHTS
The Leap program is designed to build a solid foundation of a culture of continuous development through high-impact learning experiences. Leap offers candidates an opportunity to join Fidelity full-time as a:
Software Engineer: Design and develop premium digital applications in an Agile environment across multiple frameworks and platforms. We look for knowledge with front-end (HTML, CSS, JavaScript), middle-tier (Java, NodeJS) and back-end (SQL) languages and frameworks. Experience with Spring, Angular, or similar technologies is a plus.
COMPREHENSIVE BENEFITS DESIGNED TO ACHIEVE A BALANCED LIFE
Student loan assistance and tuition reimbursement for eligible employees
23 days of paid time off per year plus 9 paid Federal holidays
Opportunities to volunteer and give to your local community during work hours
Onsite fitness & wellness centers as well as company subsidized healthy meal options at onsite cafeterias
To learn about additional benefits, click here.
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and cultivating a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com
Fidelity Investments is an equal opportunity employer.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Human Resources, Fidelity Wealth Customer Insights and Offerings (CIO)
The Role
We are searching for a dynamic and experienced human resources professional to lead Human Resources in support of the newly formed Fidelity Wealth Customer Insights and Offerings (CIO) organization. Working from our Boston office, you will use your strong business acumen and ability to develop and execute human capital strategies to help shape the organization, drive business results and prepare the workforce of the future. You will work closely with business leaders to provide HR services, including recruiting, manager engagement, associate development, and performance management, and will collaborate with Fidelity HR SMEs who support compensation, benefits, employee relations and HR operations. One HR Director will report to you, and you will partner closely with an HR Talent Partner.
The ideal candidate for this role has a strong focus on internal client engagement and satisfaction, thinks strategically and pragmatically, is a creative problem-solver, works independently and effectively prioritizes, and possesses strong analytical skills and exceptional communication skills. This is an exciting role for an experienced HR professional interested in partnering across a diverse organization. The role will collaborate closely with the Head of CIO and key leaders to shape the organizational structure and operating model for the newly formed organization, including leadership team development and supporting change management initiatives, and will establish HR practices to ensure scalability and operational efficiency and drive growth.
The Expertise and Skills You Bring:
Bachelor’s degree plus 12-15 years of experience in human resources functional or generalist role(s), with relevant experience in at least 2-3 areas (i.e., organizational design, talent management, analysis and reporting, associate engagement, performance management).
Experience motivating change initiatives and crafting strategic workforce plans.
Proven success serving as a trusted advisor to senior level executives, challenging and influencing difficult issues and strategic decisions, as well as providing sophisticated solutions to complex issues in an ambiguous environment.
Actively listens to the needs and concerns of business leaders and functional partners and can develop strategic recommendations/solutions.
Demonstrated experience in influencing executive teams on implications of internal and external business trends and issues that influence talent or operating environments
Strong decision-making skills and comfort working in a fast-paced, fluid environment
Deep analytical capability to translate workforce data into strategy, decision-making and business results
Outstanding communication, conceptual thinking, and problem-solving capabilities
A willingness and ability to adapt to changing work priorities and react with appropriate flexibility
Note: Fidelity is not providing immigration sponsorship for this position
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. The VP, Human Resources has key accountability for managing HR’s relationship with senior business leaders and their organizations.
Fidelity Wealth’s Customer Insights and 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.
The base salary range for this position is $125,000-258,000 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.
VP, Human Resources, Fidelity Wealth Customer Insights and Offerings (CIO)
The Role
We are searching for a dynamic and experienced human resources professional to lead Human Resources in support of the newly formed Fidelity Wealth Customer Insights and Offerings (CIO) organization. Working from our Boston office, you will use your strong business acumen and ability to develop and execute human capital strategies to help shape the organization, drive business results and prepare the workforce of the future. You will work closely with business leaders to provide HR services, including recruiting, manager engagement, associate development, and performance management, and will collaborate with Fidelity HR SMEs who support compensation, benefits, employee relations and HR operations. One HR Director will report to you, and you will partner closely with an HR Talent Partner.
The ideal candidate for this role has a strong focus on internal client engagement and satisfaction, thinks strategically and pragmatically, is a creative problem-solver, works independently and effectively prioritizes, and possesses strong analytical skills and exceptional communication skills. This is an exciting role for an experienced HR professional interested in partnering across a diverse organization. The role will collaborate closely with the Head of CIO and key leaders to shape the organizational structure and operating model for the newly formed organization, including leadership team development and supporting change management initiatives, and will establish HR practices to ensure scalability and operational efficiency and drive growth.
The Expertise and Skills You Bring:
Bachelor’s degree plus 12-15 years of experience in human resources functional or generalist role(s), with relevant experience in at least 2-3 areas (i.e., organizational design, talent management, analysis and reporting, associate engagement, performance management).
Experience motivating change initiatives and crafting strategic workforce plans.
Proven success serving as a trusted advisor to senior level executives, challenging and influencing difficult issues and strategic decisions, as well as providing sophisticated solutions to complex issues in an ambiguous environment.
Actively listens to the needs and concerns of business leaders and functional partners and can develop strategic recommendations/solutions.
Demonstrated experience in influencing executive teams on implications of internal and external business trends and issues that influence talent or operating environments
Strong decision-making skills and comfort working in a fast-paced, fluid environment
Deep analytical capability to translate workforce data into strategy, decision-making and business results
Outstanding communication, conceptual thinking, and problem-solving capabilities
A willingness and ability to adapt to changing work priorities and react with appropriate flexibility
Note: Fidelity is not providing immigration sponsorship for this position
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. The VP, Human Resources has key accountability for managing HR’s relationship with senior business leaders and their organizations.
Fidelity Wealth’s Customer Insights and 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.
The base salary range for this position is $125,000-258,000 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.
VP, Human Resources, Fidelity Wealth Customer Insights and Offerings (CIO)
The Role
We are searching for a dynamic and experienced human resources professional to lead Human Resources in support of the newly formed Fidelity Wealth Customer Insights and Offerings (CIO) organization. Working from our Boston office, you will use your strong business acumen and ability to develop and execute human capital strategies to help shape the organization, drive business results and prepare the workforce of the future. You will work closely with business leaders to provide HR services, including recruiting, manager engagement, associate development, and performance management, and will collaborate with Fidelity HR SMEs who support compensation, benefits, employee relations and HR operations. One HR Director will report to you, and you will partner closely with an HR Talent Partner.
The ideal candidate for this role has a strong focus on internal client engagement and satisfaction, thinks strategically and pragmatically, is a creative problem-solver, works independently and effectively prioritizes, and possesses strong analytical skills and exceptional communication skills. This is an exciting role for an experienced HR professional interested in partnering across a diverse organization. The role will collaborate closely with the Head of CIO and key leaders to shape the organizational structure and operating model for the newly formed organization, including leadership team development and supporting change management initiatives, and will establish HR practices to ensure scalability and operational efficiency and drive growth.
The Expertise and Skills You Bring:
Bachelor’s degree plus 12-15 years of experience in human resources functional or generalist role(s), with relevant experience in at least 2-3 areas (i.e., organizational design, talent management, analysis and reporting, associate engagement, performance management).
Experience motivating change initiatives and crafting strategic workforce plans.
Proven success serving as a trusted advisor to senior level executives, challenging and influencing difficult issues and strategic decisions, as well as providing sophisticated solutions to complex issues in an ambiguous environment.
Actively listens to the needs and concerns of business leaders and functional partners and can develop strategic recommendations/solutions.
Demonstrated experience in influencing executive teams on implications of internal and external business trends and issues that influence talent or operating environments
Strong decision-making skills and comfort working in a fast-paced, fluid environment
Deep analytical capability to translate workforce data into strategy, decision-making and business results
Outstanding communication, conceptual thinking, and problem-solving capabilities
A willingness and ability to adapt to changing work priorities and react with appropriate flexibility
Note: Fidelity is not providing immigration sponsorship for this position
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. The VP, Human Resources has key accountability for managing HR’s relationship with senior business leaders and their organizations.
Fidelity Wealth’s Customer Insights and 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.
The base salary range for this position is $125,000-258,000 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.
Leave and Accommodation Team Lead Consultant
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.
Note: Fidelity will not provide immigration sponsorship for this position.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Leave and Accommodation Team Lead Consultant
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.
Note: Fidelity will not provide immigration sponsorship for this position.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.
The base salary range for this position is $130,000-$264,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $130,000-$264,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $130,000-$264,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, 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 Senior Pension Benefit Consultant is the lead Defined Benefit specialist re
sponsible for understanding and documenting our client’s DB Plan benefit calculation provisions and working with the internal Fidelity project team, including developers, data analysts, and project management, to test and deliver requirements and calculation engine to our ongoing operations team. This position works directly with clients.
Responsibilities include:
The Expertise and Skills You Bring
The Team
The Senior Pension Benefit Consultant’s expertise and work directly leads to correct and timely pension calculations being available for millions of DB Plan participants.
The Senior Pension Benefit Consultant uses their deep DB expertise to build a link between the client and internal Fidelity resources over which they carry DB knowledge. The PBC is the go-to resource among the project team for all DB-specific matters. The PBC builds confidence with clients that Fidelity will operate their DB Plans accurately.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, 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 Senior Pension Benefit Consultant is the lead Defined Benefit specialist re
sponsible for understanding and documenting our client’s DB Plan benefit calculation provisions and working with the internal Fidelity project team, including developers, data analysts, and project management, to test and deliver requirements and calculation engine to our ongoing operations team. This position works directly with clients.
Responsibilities include:
The Expertise and Skills You Bring
The Team
The Senior Pension Benefit Consultant’s expertise and work directly leads to correct and timely pension calculations being available for millions of DB Plan participants.
The Senior Pension Benefit Consultant uses their deep DB expertise to build a link between the client and internal Fidelity resources over which they carry DB knowledge. The PBC is the go-to resource among the project team for all DB-specific matters. The PBC builds confidence with clients that Fidelity will operate their DB Plans accurately.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, 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 Senior Pension Benefit Consultant is the lead Defined Benefit specialist re
sponsible for understanding and documenting our client’s DB Plan benefit calculation provisions and working with the internal Fidelity project team, including developers, data analysts, and project management, to test and deliver requirements and calculation engine to our ongoing operations team. This position works directly with clients.
Responsibilities include:
The Expertise and Skills You Bring
The Team
The Senior Pension Benefit Consultant’s expertise and work directly leads to correct and timely pension calculations being available for millions of DB Plan participants.
The Senior Pension Benefit Consultant uses their deep DB expertise to build a link between the client and internal Fidelity resources over which they carry DB knowledge. The PBC is the go-to resource among the project team for all DB-specific matters. The PBC builds confidence with clients that Fidelity will operate their DB Plans accurately.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, 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 Senior Pension Benefit Consultant is the lead Defined Benefit specialist re
sponsible for understanding and documenting our client’s DB Plan benefit calculation provisions and working with the internal Fidelity project team, including developers, data analysts, and project management, to test and deliver requirements and calculation engine to our ongoing operations team. This position works directly with clients.
Responsibilities include:
The Expertise and Skills You Bring
The Team
The Senior Pension Benefit Consultant’s expertise and work directly leads to correct and timely pension calculations being available for millions of DB Plan participants.
The Senior Pension Benefit Consultant uses their deep DB expertise to build a link between the client and internal Fidelity resources over which they carry DB knowledge. The PBC is the go-to resource among the project team for all DB-specific matters. The PBC builds confidence with clients that Fidelity will operate their DB Plans accurately.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, 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 Senior Pension Benefit Consultant is the lead Defined Benefit specialist re
sponsible for understanding and documenting our client’s DB Plan benefit calculation provisions and working with the internal Fidelity project team, including developers, data analysts, and project management, to test and deliver requirements and calculation engine to our ongoing operations team. This position works directly with clients.
Responsibilities include:
The Expertise and Skills You Bring
The Team
The Senior Pension Benefit Consultant’s expertise and work directly leads to correct and timely pension calculations being available for millions of DB Plan participants.
The Senior Pension Benefit Consultant uses their deep DB expertise to build a link between the client and internal Fidelity resources over which they carry DB knowledge. The PBC is the go-to resource among the project team for all DB-specific matters. The PBC builds confidence with clients that Fidelity will operate their DB Plans accurately.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 states or Tennessee, Arkansas, or Alabama.
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 states or Tennessee, Arkansas, or Alabama.
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 states or Tennessee, Arkansas, or Alabama.
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Analyst, Fidelity Consulting
The Role
As an Analyst, you will provide your expertise meaningfully to projects that seek to tackle Fidelity’s most pressing business challenges. You will: deliver discreet analyses and research, contribute to breakdown and synthesis of problems, and offer your points of view towards a broader business conversation, all while working reciprocally in a team setting. In addition to project work, you will be given opportunity to partake in independent or small group projects to develop creative new ideas for Fidelity.
The Expertise & Skills you bring
You hold a bachelor’s degree
You have 2-3 years of work experience; prior management consulting, strategy, financial services or similar experience preferred
Experience with team project work, general management, and/or analytics and conceptual problem solving
Analytically minded with strong written and verbal communication skills
The expert ability to create business insights and participate in all-star teams
You have strong research and problem-solving skills, including the ability to synthesize findings and develop practical, concrete recommendations
You demonstrate a high degree of professional integrity in verbal and written communication, suitable for executive-level conversations
Your intellectual curiosity and tenacity to develop creative approaches to problem solving
You have a strong attention to detail and comfort with ambiguity
You possess a can-do attitude and eagerness to learn
You have proven experience working on consulting teams to address business challenges for clients / business partners, or experience in an analytic role in the Financial Services industry
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Fidelity Consulting (FC) consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity’s future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity’s future leaders. We deliver value in a variety of ways, from leading small group projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges – preparing you for increasing leadership roles and advancing your career.
The base salary range for this position is $60,000-115,000 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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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).
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Consultant
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
· 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!
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
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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
The base salary range for this position is $126,000-255,000 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.
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!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Note: Fidelity will not provide immigration sponsorship for this position
The Role
As a Vice President, Managing Director in Select 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
Require associate in this role to hold Series 7 and 63 licenses
Prefer associates to have 8 years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required
Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s trusted advisor.
Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.
Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.
Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.
Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.
In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.
Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.
Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.
Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.
Differentiates Fidelity's benefits approach against competitive benefit solutions.
Proactively leads pricing and fees discussions using more sophisticated pricing levers.
Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.
Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.
Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.
Provides analysis and advice to resolve the needs of internal/external customers.
Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.
Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.
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.
The base salary range for this position is $118,000-226,000 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.
Job Title: VP, Managing Director
Note: Fidelity will not provide immigration sponsorship for this position
The Role
As a Vice President, Managing Director in Select 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
Require associate in this role to hold Series 7 and 63 licenses
Prefer associates to have 8 years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required
Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s trusted advisor.
Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.
Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.
Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.
Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.
In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.
Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.
Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.
Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.
Differentiates Fidelity's benefits approach against competitive benefit solutions.
Proactively leads pricing and fees discussions using more sophisticated pricing levers.
Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.
Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.
Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.
Provides analysis and advice to resolve the needs of internal/external customers.
Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.
Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.
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.
The base salary range for this position is $118,000-226,000 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.
Job Title: VP, Managing Director
Note: Fidelity will not provide immigration sponsorship for this position
The Role
As a Vice President, Managing Director in Select 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
Require associate in this role to hold Series 7 and 63 licenses
Prefer associates to have 8 years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required
Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s trusted advisor.
Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.
Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.
Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.
Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.
In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.
Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.
Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.
Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.
Differentiates Fidelity's benefits approach against competitive benefit solutions.
Proactively leads pricing and fees discussions using more sophisticated pricing levers.
Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.
Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.
Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.
Provides analysis and advice to resolve the needs of internal/external customers.
Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.
Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.
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.
The base salary range for this position is $118,000-226,000 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.
Job Title: VP, Managing Director
Note: Fidelity will not provide immigration sponsorship for this position
The Role
As a Vice President, Managing Director in Select 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
Require associate in this role to hold Series 7 and 63 licenses
Prefer associates to have 8 years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required
Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s trusted advisor.
Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.
Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.
Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.
Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.
In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.
Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.
Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.
Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.
Differentiates Fidelity's benefits approach against competitive benefit solutions.
Proactively leads pricing and fees discussions using more sophisticated pricing levers.
Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.
Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.
Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.
Provides analysis and advice to resolve the needs of internal/external customers.
Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.
Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.
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.
The base salary range for this position is $118,000-226,000 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.
Job Title: VP, Managing Director
Note: Fidelity will not provide immigration sponsorship for this position
The Role
As a Vice President, Managing Director in Select 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
Require associate in this role to hold Series 7 and 63 licenses
Prefer associates to have 8 years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required
Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s trusted advisor.
Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.
Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.
Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.
Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.
In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.
Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.
Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.
Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.
Differentiates Fidelity's benefits approach against competitive benefit solutions.
Proactively leads pricing and fees discussions using more sophisticated pricing levers.
Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.
Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.
Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.
Provides analysis and advice to resolve the needs of internal/external customers.
Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.
Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.
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.
The base salary range for this position is $118,000-226,000 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.
Job Title: VP, Managing Director
Note: Fidelity will not provide immigration sponsorship for this position
The Role
As a Vice President, Managing Director in Select 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
Require associate in this role to hold Series 7 and 63 licenses
Prefer associates to have 8 years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required
Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s trusted advisor.
Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.
Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.
Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.
Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.
In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.
Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.
Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.
Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.
Differentiates Fidelity's benefits approach against competitive benefit solutions.
Proactively leads pricing and fees discussions using more sophisticated pricing levers.
Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.
Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.
Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.
Provides analysis and advice to resolve the needs of internal/external customers.
Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.
Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.
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.
The base salary range for this position is $118,000-226,000 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.
Job Title: VP, Managing Director
Note: Fidelity will not provide immigration sponsorship for this position
The Role
As a Vice President, Managing Director in Select 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
Require associate in this role to hold Series 7 and 63 licenses
Prefer associates to have 8 years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required
Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s trusted advisor.
Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.
Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.
Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.
Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.
In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.
Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.
Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.
Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.
Differentiates Fidelity's benefits approach against competitive benefit solutions.
Proactively leads pricing and fees discussions using more sophisticated pricing levers.
Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.
Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.
Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.
Provides analysis and advice to resolve the needs of internal/external customers.
Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.
Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.
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.
The base salary range for this position is $118,000-226,000 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.
Job Title: VP, Managing Director
Note: Fidelity will not provide immigration sponsorship for this position
The Role
As a Vice President, Managing Director in Select 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
Require associate in this role to hold Series 7 and 63 licenses
Prefer associates to have 8 years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required
Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s trusted advisor.
Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.
Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.
Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.
Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.
In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.
Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.
Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.
Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.
Differentiates Fidelity's benefits approach against competitive benefit solutions.
Proactively leads pricing and fees discussions using more sophisticated pricing levers.
Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.
Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.
Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.
Provides analysis and advice to resolve the needs of internal/external customers.
Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.
Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.
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.
The base salary range for this position is $118,000-226,000 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.
Job Title: VP, Managing Director
Note: Fidelity will not provide immigration sponsorship for this position
The Role
As a Vice President, Managing Director in Select 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
Require associate in this role to hold Series 7 and 63 licenses
Prefer associates to have 8 years of Relationship Management or Client Service experience; preferably within Retirement/401K industry
Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required
Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s trusted advisor.
Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.
Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.
Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.
Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.
In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.
Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.
Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.
Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.
Differentiates Fidelity's benefits approach against competitive benefit solutions.
Proactively leads pricing and fees discussions using more sophisticated pricing levers.
Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.
Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.
Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.
Provides analysis and advice to resolve the needs of internal/external customers.
Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.
Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.
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.
The base salary range for this position is $118,000-226,000 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.
Senior Associate – 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, implement AI use cases 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 Senior Associate role provides a unique opportunity to partner with Internal Audit to expand use of AI in auditing. This role also 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 Expertise and Skills You Bring
Play a pivotal role in implementing AI to support integrated reviews through a partnership with Internal Audit. Be a key member 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., Computer Science, Data Science, Information Technology, Accounting, Finance)
Three plus years of relevant progressive experience with supporting integrated financial audits, and/or developing Automation or Data Science capabilities in a risk and controls environment
Expertise and development experience with at least three of the following:
Python
Relational Databases, NoSQL Databases (including graph databases)
ML/AI algorithms
Understanding of Cloud technologies
Understanding of Docker
DevOps tools (JenkinsCore, Terraform, Kubernetes etc.)
Understanding of REST APIs
Expertise and development experience with at least three of the following:
JavaScript
Typescript
React
NextJS
HTML/CSS
Professional certification CISA and/or CPA desired. Other relevant certifications CISSP and CIA
Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable
Direct experience with general accounting concepts including financial statement risks, and controls
Exposure to IT Application Controls, report testing and/or IT General Controls
Familiarity with system implementations, alternative Investments and/or digital assets
Strong verbal and written communication skills to present information to team members and clients
Ability to manage competing priorities and workload timely and with the appropriate level of quality
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, and advisory reviews over strategic initiatives.
The base salary range for this position is $67,000-$127,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Senior Associate – 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, implement AI use cases 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 Senior Associate role provides a unique opportunity to partner with Internal Audit to expand use of AI in auditing. This role also 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 Expertise and Skills You Bring
Play a pivotal role in implementing AI to support integrated reviews through a partnership with Internal Audit. Be a key member 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., Computer Science, Data Science, Information Technology, Accounting, Finance)
Three plus years of relevant progressive experience with supporting integrated financial audits, and/or developing Automation or Data Science capabilities in a risk and controls environment
Expertise and development experience with at least three of the following:
Python
Relational Databases, NoSQL Databases (including graph databases)
ML/AI algorithms
Understanding of Cloud technologies
Understanding of Docker
DevOps tools (JenkinsCore, Terraform, Kubernetes etc.)
Understanding of REST APIs
Expertise and development experience with at least three of the following:
JavaScript
Typescript
React
NextJS
HTML/CSS
Professional certification CISA and/or CPA desired. Other relevant certifications CISSP and CIA
Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable
Direct experience with general accounting concepts including financial statement risks, and controls
Exposure to IT Application Controls, report testing and/or IT General Controls
Familiarity with system implementations, alternative Investments and/or digital assets
Strong verbal and written communication skills to present information to team members and clients
Ability to manage competing priorities and workload timely and with the appropriate level of quality
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, and advisory reviews over strategic initiatives.
The base salary range for this position is $67,000-$127,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Senior Associate – 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, implement AI use cases 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 Senior Associate role provides a unique opportunity to partner with Internal Audit to expand use of AI in auditing. This role also 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 Expertise and Skills You Bring
Play a pivotal role in implementing AI to support integrated reviews through a partnership with Internal Audit. Be a key member 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., Computer Science, Data Science, Information Technology, Accounting, Finance)
Three plus years of relevant progressive experience with supporting integrated financial audits, and/or developing Automation or Data Science capabilities in a risk and controls environment
Expertise and development experience with at least three of the following:
Python
Relational Databases, NoSQL Databases (including graph databases)
ML/AI algorithms
Understanding of Cloud technologies
Understanding of Docker
DevOps tools (JenkinsCore, Terraform, Kubernetes etc.)
Understanding of REST APIs
Expertise and development experience with at least three of the following:
JavaScript
Typescript
React
NextJS
HTML/CSS
Professional certification CISA and/or CPA desired. Other relevant certifications CISSP and CIA
Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable
Direct experience with general accounting concepts including financial statement risks, and controls
Exposure to IT Application Controls, report testing and/or IT General Controls
Familiarity with system implementations, alternative Investments and/or digital assets
Strong verbal and written communication skills to present information to team members and clients
Ability to manage competing priorities and workload timely and with the appropriate level of quality
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, and advisory reviews over strategic initiatives.
The base salary range for this position is $67,000-$127,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Senior Associate – 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, implement AI use cases 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 Senior Associate role provides a unique opportunity to partner with Internal Audit to expand use of AI in auditing. This role also 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 Expertise and Skills You Bring
Play a pivotal role in implementing AI to support integrated reviews through a partnership with Internal Audit. Be a key member 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., Computer Science, Data Science, Information Technology, Accounting, Finance)
Three plus years of relevant progressive experience with supporting integrated financial audits, and/or developing Automation or Data Science capabilities in a risk and controls environment
Expertise and development experience with at least three of the following:
Python
Relational Databases, NoSQL Databases (including graph databases)
ML/AI algorithms
Understanding of Cloud technologies
Understanding of Docker
DevOps tools (JenkinsCore, Terraform, Kubernetes etc.)
Understanding of REST APIs
Expertise and development experience with at least three of the following:
JavaScript
Typescript
React
NextJS
HTML/CSS
Professional certification CISA and/or CPA desired. Other relevant certifications CISSP and CIA
Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable
Direct experience with general accounting concepts including financial statement risks, and controls
Exposure to IT Application Controls, report testing and/or IT General Controls
Familiarity with system implementations, alternative Investments and/or digital assets
Strong verbal and written communication skills to present information to team members and clients
Ability to manage competing priorities and workload timely and with the appropriate level of quality
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, and advisory reviews over strategic initiatives.
The base salary range for this position is $67,000-$127,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $80,000-$153,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
As a Security Receptionist you serve as a key member of the Global Security Operations team, embodying the role of a Brand Ambassador for our organization. Your primary focus will be to deliver exceptional customer service while collaborating with a team of dedicated security professionals.
This role is pivotal in creating a memorable and welcoming experience for all Fidelity associates, visitors, vendors, and customers, ensuring they receive top-notch hospitality and safety assistance. You will be the first point of contact for all individuals entering our premises, representing Fidelity with professionalism, and adhering to security protocols.
If you are ready for a rewarding new challenge with a global financial leader, and if you meet our qualifications (including a full background check), then we want to talk with you. Contact us today!
Responsibilities/The Value You Deliver:
• Warmly greet and welcome visitors, creating a friendly and inviting atmosphere at our facilities while following established security procedures.
• Manage the visitor management system or entry log to ensure accurate records and effective security measures.
• Perform all building access and check-in procedures, including issuing badges for guests and employees.
• Maintain vigilance and promptly report any suspicious behavior or unattended objects to the security team.
• Identify and report potential hazards and security issues, such as spills, obstructions, or malfunctioning doors, to the appropriate Janitorial staff, Facilities Administrator, and/or Security Managers promptly.
• Demonstrate effective verbal communication skills and active listening abilities.
• Utilize life safety equipment, such as fire extinguishers, first aid supplies, and radios when required.
• Administer basic first aid and CPR.
• Perform Administrative tasks as needed.
The Expertise We are Looking For / The Expertise You Have:
• Possess 1-3 years of prior experience in a customer experience or related role.
• Preferred bachelor’s degree in a related field of study
• Strong interpersonal skills and keen observation abilities
• Ability to perform effectively under stressful conditions.
• Exhibit a high level of integrity, professionalism, organization, and situational awareness with a talent for multitasking and prioritizing efficiently.
• Excellent verbal and written communications skills in English
• Proficiency in MS Office programs and an ability to learn security-related access control software.
• Demonstrated adaptability to address emerging needs while fulfilling regular responsibilities related to visitor management, safety, and security breaches.
• Embrace a positive and team-oriented attitude.
• Ability to work nights, weekends, and holidays based as operational needs dictate.
• Exceptional communication and social skills with the ability to build strong relationships.
• Demonstrate traits such as integrity, dependability, responsibility, accountability, self-awareness, and a strong work ethic.
• Highly motivated with a can-do approach, and collaborative team-oriented problem- solving attitude.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 individual will work as part of a team that spans support across Levered SMA, FOS, Pro Trader and Prime businesses (henceforth known as Fidelity’s Prime Services). Fidelity’s Prime Services client base and product offerings continue to expand. This role is Pro Trader focused and will require you to establish yourself as a Pro Trader point person across the Fidelity Enterprise as well as with asset a growing client base of Retail long/short investors. Pro Trader is a professional trading platform focused on sophisticated retail traders and smaller institutions (hedge funds / family offices).
The role requires coordination with external clients and various internal teams including legal, risk, compliance, operations, product management, service, relationship management, and senior management, both within and outside of Fidelity Capital Markets. Attention to detail, communication skills and a dedication to client excellence are required for this role to drive value for both Fidelity Capital Markets and our clients as we manage the growth and development of the Pro Trader and the growing Trader platform.
The Expertise and Skills You Bring:
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The base salary range for this position is $103,000-211,000 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.
Note: Fidelity will not provide immigration sponsorship for this position
Our Site Reliability Engineering group within Enterprise Infrastructure combines Operations Excellence with the Development Experience to deliver services at high scale, high availability with resilience by using automation and Infrastructure Code. We build reliability into our ecosystem by applying best practices in Resiliency Engineering, Automation, Observability & Chaos Testing.
The team comes from diverse technical backgrounds, and the responsibilities provide the opportunity for a variety of challenges. Ideal candidates will have a background in either software engineering or systems engineering with a desire to learn the other or previous experience as an SRE. We are looking for a Systems Thinking, SRE Engineer who has helped teams scale through production insights, operational automation, developer guidance, real-time metrics, automation, automation, automation!
The Expertise You Have and The Skills You Bring
Bachelor’s degree or higher in a technology related field (e.g. Engineering, Computer Science, etc.) required, master’s degree a plus.
5+ years of hands-on experience deploying and/or supporting highly distributed multi-tiered systems at scale.
Strong experience in Cloud development (preferably AWS) and migration skills; Experience with building and operating highly resilient platforms in cloud environments.
2-4 years of experience in software development with Python, NodeJS, or Java with a focus on SDLC and automation
Hands-on experience with container orchestration, preferably with Kubernetes
Experience operating and implementing distributed & highly concurrent service-based.
Preferred Experience (2-4 yrs): Familiarity with Accounting systems, Geneva or Advent Geneva is highly desirable. Working knowledge in fund accounting, trade operations, or data operations is a plus.
Ability to automate with various scripting languages (Python, Shell scripting, etc)
Experience managing systems using infrastructure as code tools (IAM, ARM, Terraform, Chef)
Solid understanding of Cloud Computing and DevOps concepts including CI/CD pipelines
Hands-on Kubernetes skills and knowledge.
Hands on experience with one or more observability tools (Prometheus, Grafana, ELK/OpenSearch, Open Telemetry, Datadog, etc)
Experienced in Instrumentation with systems skills on building and operating, monitoring, logging, alerting services of distributed systems at scale.
Proven experience in maintaining scalability and resiliency of complex environment.
Proven experience in implementing advanced observability practices and techniques at scale.
Experienced in Instrumentation with systems skills on building and operating, monitoring, logging, alerting services of distributed systems at scale.
Ability to triage, execute root cause analysis, and be decisive under pressure.
Experience managing and interpreting large datasets using query languages and visualization tools.
Proficient communication skills with an ability to reach both technical and non-technical audience.
Ability to learn new software, method and practices and bringing them to our developers.
Ability to work with a variety of individuals and groups, both in person and virtually, in a constructive and collaborative manner and build and maintain effective relationships.
Demonstrated expertise in Production support, including incident management, root cause analysis, real-time monitoring, and high availability and reliability of critical systems in a fast-paced environment.
Role requires weekday and weekend on call rotation.
Help define and execute a comprehensive reliability and observability strategy, ensuring that Fidelity’s systems are always available when our customers need them.
Bring together technical, procedural, and financial data to reduce toil and increase efficiency.
You will execute plans for technical standardization and process refinement within the engineering organization, especially for Site Reliability Engineers.
Coach peer SREs and development teams on how to build highly available systems.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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 Site Reliability Engineering group within Enterprise Infrastructure combines Operations Excellence with the Development Experience to deliver services at high scale, high availability with resilience by using automation and Infrastructure Code. We build reliability into our ecosystem by applying best practices in Resiliency Engineering, Automation, Observability & Chaos Testing.
The team comes from diverse technical backgrounds, and the responsibilities provide the opportunity for a variety of challenges. Ideal candidates will have a background in either software engineering or systems engineering with a desire to learn the other or previous experience as an SRE. We are looking for a Systems Thinking, SRE Engineer who has helped teams scale through production insights, operational automation, developer guidance, real-time metrics, automation, automation, automation!
The Expertise You Have and The Skills You Bring
Bachelor’s degree or higher in a technology related field (e.g. Engineering, Computer Science, etc.) required, master’s degree a plus.
5+ years of hands-on experience deploying and/or supporting highly distributed multi-tiered systems at scale.
Strong experience in Cloud development (preferably AWS) and migration skills; Experience with building and operating highly resilient platforms in cloud environments.
2-4 years of experience in software development with Python, NodeJS, or Java with a focus on SDLC and automation
Hands-on experience with container orchestration, preferably with Kubernetes
Experience operating and implementing distributed & highly concurrent service-based.
Preferred Experience (2-4 yrs): Familiarity with Accounting systems, Geneva or Advent Geneva is highly desirable. Working knowledge in fund accounting, trade operations, or data operations is a plus.
Ability to automate with various scripting languages (Python, Shell scripting, etc)
Experience managing systems using infrastructure as code tools (IAM, ARM, Terraform, Chef)
Solid understanding of Cloud Computing and DevOps concepts including CI/CD pipelines
Hands-on Kubernetes skills and knowledge.
Hands on experience with one or more observability tools (Prometheus, Grafana, ELK/OpenSearch, Open Telemetry, Datadog, etc)
Experienced in Instrumentation with systems skills on building and operating, monitoring, logging, alerting services of distributed systems at scale.
Proven experience in maintaining scalability and resiliency of complex environment.
Proven experience in implementing advanced observability practices and techniques at scale.
Experienced in Instrumentation with systems skills on building and operating, monitoring, logging, alerting services of distributed systems at scale.
Ability to triage, execute root cause analysis, and be decisive under pressure.
Experience managing and interpreting large datasets using query languages and visualization tools.
Proficient communication skills with an ability to reach both technical and non-technical audience.
Ability to learn new software, method and practices and bringing them to our developers.
Ability to work with a variety of individuals and groups, both in person and virtually, in a constructive and collaborative manner and build and maintain effective relationships.
Demonstrated expertise in Production support, including incident management, root cause analysis, real-time monitoring, and high availability and reliability of critical systems in a fast-paced environment.
Role requires weekday and weekend on call rotation.
Help define and execute a comprehensive reliability and observability strategy, ensuring that Fidelity’s systems are always available when our customers need them.
Bring together technical, procedural, and financial data to reduce toil and increase efficiency.
You will execute plans for technical standardization and process refinement within the engineering organization, especially for Site Reliability Engineers.
Coach peer SREs and development teams on how to build highly available systems.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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!
The base salary range for this position is $66,000-125,000 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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.
The Role
Exciting opportunity to join Fidelity Institution and be part of WAMS turnkey model portfolio business. Responsibilities include:
Sales Execution & Advisor Engagement: Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales by aligning solutions with advisor needs and firm priorities.
Client Growth & Development: Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement. Pursue new advisor relationships to grow the model portfolio footprint across the BD segment
Product/Platform Expertise and Competitor Knowledge: Maintain deep knowledge of Fidelity’s model portfolio offerings, investment philosophy, and platform capabilities. Proficient with competitor capabilities and Fidelity differentiation
Territory Management and Distribution Partner Collaboration: Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits to maximize advisor reach and penetration. Maintain consistent activity across segmented advisor groups, ensuring strategic coverage and follow-up.
Wholesaler Collaboration: Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy. Provide product expertise and deal support to enhance wholesaler effectiveness and drive advisor conversion.
Centers of Influence & Strategic Partnerships: Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment and coordinated execution. Leverage strategic relationships to support advisor adoption and enhance Fidelity’s presence in the managed solutions space.
The Expertise and Skills You Bring
Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.
Series 7 & 63 licenses required (pass within 90 days)
10+ years of financial services experience
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Exciting opportunity to join Fidelity Institution and be part of WAMS turnkey model portfolio business. Responsibilities include:
Sales Execution & Advisor Engagement: Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales by aligning solutions with advisor needs and firm priorities.
Client Growth & Development: Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement. Pursue new advisor relationships to grow the model portfolio footprint across the BD segment
Product/Platform Expertise and Competitor Knowledge: Maintain deep knowledge of Fidelity’s model portfolio offerings, investment philosophy, and platform capabilities. Proficient with competitor capabilities and Fidelity differentiation
Territory Management and Distribution Partner Collaboration: Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits to maximize advisor reach and penetration. Maintain consistent activity across segmented advisor groups, ensuring strategic coverage and follow-up.
Wholesaler Collaboration: Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy. Provide product expertise and deal support to enhance wholesaler effectiveness and drive advisor conversion.
Centers of Influence & Strategic Partnerships: Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment and coordinated execution. Leverage strategic relationships to support advisor adoption and enhance Fidelity’s presence in the managed solutions space.
The Expertise and Skills You Bring
Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.
Series 7 & 63 licenses required (pass within 90 days)
10+ years of financial services experience
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Exciting opportunity to join Fidelity Institution and be part of WAMS turnkey model portfolio business. Responsibilities include:
Sales Execution & Advisor Engagement: Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales by aligning solutions with advisor needs and firm priorities.
Client Growth & Development: Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement. Pursue new advisor relationships to grow the model portfolio footprint across the BD segment
Product/Platform Expertise and Competitor Knowledge: Maintain deep knowledge of Fidelity’s model portfolio offerings, investment philosophy, and platform capabilities. Proficient with competitor capabilities and Fidelity differentiation
Territory Management and Distribution Partner Collaboration: Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits to maximize advisor reach and penetration. Maintain consistent activity across segmented advisor groups, ensuring strategic coverage and follow-up.
Wholesaler Collaboration: Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy. Provide product expertise and deal support to enhance wholesaler effectiveness and drive advisor conversion.
Centers of Influence & Strategic Partnerships: Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment and coordinated execution. Leverage strategic relationships to support advisor adoption and enhance Fidelity’s presence in the managed solutions space.
The Expertise and Skills You Bring
Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.
Series 7 & 63 licenses required (pass within 90 days)
10+ years of financial services experience
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Exciting opportunity to join Fidelity Institution and be part of WAMS turnkey model portfolio business. Responsibilities include:
Sales Execution & Advisor Engagement: Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales by aligning solutions with advisor needs and firm priorities.
Client Growth & Development: Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement. Pursue new advisor relationships to grow the model portfolio footprint across the BD segment
Product/Platform Expertise and Competitor Knowledge: Maintain deep knowledge of Fidelity’s model portfolio offerings, investment philosophy, and platform capabilities. Proficient with competitor capabilities and Fidelity differentiation
Territory Management and Distribution Partner Collaboration: Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits to maximize advisor reach and penetration. Maintain consistent activity across segmented advisor groups, ensuring strategic coverage and follow-up.
Wholesaler Collaboration: Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy. Provide product expertise and deal support to enhance wholesaler effectiveness and drive advisor conversion.
Centers of Influence & Strategic Partnerships: Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment and coordinated execution. Leverage strategic relationships to support advisor adoption and enhance Fidelity’s presence in the managed solutions space.
The Expertise and Skills You Bring
Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.
Series 7 & 63 licenses required (pass within 90 days)
10+ years of financial services experience
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Exciting opportunity to join Fidelity Institution and be part of WAMS turnkey model portfolio business. Responsibilities include:
Sales Execution & Advisor Engagement: Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales by aligning solutions with advisor needs and firm priorities.
Client Growth & Development: Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement. Pursue new advisor relationships to grow the model portfolio footprint across the BD segment
Product/Platform Expertise and Competitor Knowledge: Maintain deep knowledge of Fidelity’s model portfolio offerings, investment philosophy, and platform capabilities. Proficient with competitor capabilities and Fidelity differentiation
Territory Management and Distribution Partner Collaboration: Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits to maximize advisor reach and penetration. Maintain consistent activity across segmented advisor groups, ensuring strategic coverage and follow-up.
Wholesaler Collaboration: Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy. Provide product expertise and deal support to enhance wholesaler effectiveness and drive advisor conversion.
Centers of Influence & Strategic Partnerships: Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment and coordinated execution. Leverage strategic relationships to support advisor adoption and enhance Fidelity’s presence in the managed solutions space.
The Expertise and Skills You Bring
Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.
Series 7 & 63 licenses required (pass within 90 days)
10+ years of financial services experience
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position
This role partners with our selling teams, supports our business development efforts with Advisors, and builds our presence in the Advisor retirement plan marketplace! You will identify, build, and maintain strong relationships with Advisors in your territory which covers Washington, Oregon, Northern California and Minnesota. As an Advisor Consultant, you will focus on educating Advisors, firms, and partners on our services and processes. You will also partner and be responsible for key projects with our Vice President of External Business Development. Mostly, you will be serving our Advisors partners in ways that support their ability to grow and provide excellent experiences for our mutual clients.
WORK FROM HOME/REMOTE LOCATIONS (Washington, Oregon, Northern CA, and Minnesota)
Fidelity Workplace Investing Sales is a collaborative, conscientious, fast paced, and exciting environment. We serve the small businesses of America by assessing their needs and offering creative solutions through Fidelity’s 401(k) solutions, education, and services. In this role you will have direct responsibility for working with a team of best-in-class sales professionals to help bring the value of Fidelity’s retirement solutions to our Advisor partners, Core segment clients, and prospects. You will focus on growth and increased traction in the Advisor driven retirement market segment.
The base salary range for this position is $65,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position
This role partners with our selling teams, supports our business development efforts with Advisors, and builds our presence in the Advisor retirement plan marketplace! You will identify, build, and maintain strong relationships with Advisors in your territory which covers Washington, Oregon, Northern California and Minnesota. As an Advisor Consultant, you will focus on educating Advisors, firms, and partners on our services and processes. You will also partner and be responsible for key projects with our Vice President of External Business Development. Mostly, you will be serving our Advisors partners in ways that support their ability to grow and provide excellent experiences for our mutual clients.
WORK FROM HOME/REMOTE LOCATIONS (Washington, Oregon, Northern CA, and Minnesota)
Fidelity Workplace Investing Sales is a collaborative, conscientious, fast paced, and exciting environment. We serve the small businesses of America by assessing their needs and offering creative solutions through Fidelity’s 401(k) solutions, education, and services. In this role you will have direct responsibility for working with a team of best-in-class sales professionals to help bring the value of Fidelity’s retirement solutions to our Advisor partners, Core segment clients, and prospects. You will focus on growth and increased traction in the Advisor driven retirement market segment.
The base salary range for this position is $65,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position
This role partners with our selling teams, supports our business development efforts with Advisors, and builds our presence in the Advisor retirement plan marketplace! You will identify, build, and maintain strong relationships with Advisors in your territory which covers Washington, Oregon, Northern California and Minnesota. As an Advisor Consultant, you will focus on educating Advisors, firms, and partners on our services and processes. You will also partner and be responsible for key projects with our Vice President of External Business Development. Mostly, you will be serving our Advisors partners in ways that support their ability to grow and provide excellent experiences for our mutual clients.
WORK FROM HOME/REMOTE LOCATIONS (Washington, Oregon, Northern CA, and Minnesota)
Fidelity Workplace Investing Sales is a collaborative, conscientious, fast paced, and exciting environment. We serve the small businesses of America by assessing their needs and offering creative solutions through Fidelity’s 401(k) solutions, education, and services. In this role you will have direct responsibility for working with a team of best-in-class sales professionals to help bring the value of Fidelity’s retirement solutions to our Advisor partners, Core segment clients, and prospects. You will focus on growth and increased traction in the Advisor driven retirement market segment.
The base salary range for this position is $65,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position
This role partners with our selling teams, supports our business development efforts with Advisors, and builds our presence in the Advisor retirement plan marketplace! You will identify, build, and maintain strong relationships with Advisors in your territory which covers Washington, Oregon, Northern California and Minnesota. As an Advisor Consultant, you will focus on educating Advisors, firms, and partners on our services and processes. You will also partner and be responsible for key projects with our Vice President of External Business Development. Mostly, you will be serving our Advisors partners in ways that support their ability to grow and provide excellent experiences for our mutual clients.
WORK FROM HOME/REMOTE LOCATIONS (Washington, Oregon, Northern CA, and Minnesota)
Fidelity Workplace Investing Sales is a collaborative, conscientious, fast paced, and exciting environment. We serve the small businesses of America by assessing their needs and offering creative solutions through Fidelity’s 401(k) solutions, education, and services. In this role you will have direct responsibility for working with a team of best-in-class sales professionals to help bring the value of Fidelity’s retirement solutions to our Advisor partners, Core segment clients, and prospects. You will focus on growth and increased traction in the Advisor driven retirement market segment.
The base salary range for this position is $65,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position
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 You Have and The 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
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 You Have and The 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
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 You Have and The 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
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 You Have and The 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
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 You Have and The 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
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 You Have and The 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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, Secrets Management & Non‑Interactive Access
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
The Role
As an integral part of the Quantitative Research and Investing (QRI) group, the Mosaic team is responsible for the portfolio optimization system used for both quant research and managing portfolios at scale.
Primary Location: Boston, MA
Additional Locations: Merrimack, NH; Jersey City, NJ
The Expertise and Skills You Bring:
A Master’s degree or higher in mathematics or related fields, with emphasis in linear programming or optimization.
5+ years’ experience building or enhancing the efficiency of portfolio optimizers, contributing through both software development and mathematics research.
Success implementing heuristics and improving numerical stability in portfolio optimization structures, with direct experience using general purpose solvers such as Gurobi and CPLEX, or proprietary solvers.
Demonstrable track record delivering mathematical and software solutions to common portfolio optimization challenges, including tax management and multi-period optimization.
Expert-level development skills in Python.
A leader who is focused on promoting a team culture of accountability and continuous improvement and removing drag forces to enable team success.
Apply your domain expertise to improve mathematical and algorithmic implementation of portfolio optimization structures
Improve sophisticated mathematical approaches and design feature implementations utilizing domain expertise in optimization.
Address numerical instability common in portfolio optimization with insights in heuristics, transformations, or scaling opportunities.
Work closely with third party vendors to ensure optimal implementation of their tools
Partner with technology team members to support the development process, transfer domain knowledge, and ensure implementations are faithful to mathematical design.
Help other team members resolve service requests from clients, identifying which challenges require code changes and guiding clients to solutions.
The Team
As a part of the Mosaic team and working closely with your colleagues, you will diagnose inefficiencies of portfolio optimization construction in the Mosaic system. This requires expertise in both the computer science and mathematics of portfolio optimization. You will work closely with portfolio management teams to identify efficient algorithms to solve their requirements and with technology teams to implement those algorithms effectively. You will also work closely with third-party vendors to ensure the mathematical representation of problems are correctly structured and solved.
The base salary range for this position is $126,000-255,000 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.
The Role
As an integral part of the Quantitative Research and Investing (QRI) group, the Mosaic team is responsible for the portfolio optimization system used for both quant research and managing portfolios at scale.
Primary Location: Boston, MA
Additional Locations: Merrimack, NH; Jersey City, NJ
The Expertise and Skills You Bring:
A Master’s degree or higher in mathematics or related fields, with emphasis in linear programming or optimization.
5+ years’ experience building or enhancing the efficiency of portfolio optimizers, contributing through both software development and mathematics research.
Success implementing heuristics and improving numerical stability in portfolio optimization structures, with direct experience using general purpose solvers such as Gurobi and CPLEX, or proprietary solvers.
Demonstrable track record delivering mathematical and software solutions to common portfolio optimization challenges, including tax management and multi-period optimization.
Expert-level development skills in Python.
A leader who is focused on promoting a team culture of accountability and continuous improvement and removing drag forces to enable team success.
Apply your domain expertise to improve mathematical and algorithmic implementation of portfolio optimization structures
Improve sophisticated mathematical approaches and design feature implementations utilizing domain expertise in optimization.
Address numerical instability common in portfolio optimization with insights in heuristics, transformations, or scaling opportunities.
Work closely with third party vendors to ensure optimal implementation of their tools
Partner with technology team members to support the development process, transfer domain knowledge, and ensure implementations are faithful to mathematical design.
Help other team members resolve service requests from clients, identifying which challenges require code changes and guiding clients to solutions.
The Team
As a part of the Mosaic team and working closely with your colleagues, you will diagnose inefficiencies of portfolio optimization construction in the Mosaic system. This requires expertise in both the computer science and mathematics of portfolio optimization. You will work closely with portfolio management teams to identify efficient algorithms to solve their requirements and with technology teams to implement those algorithms effectively. You will also work closely with third-party vendors to ensure the mathematical representation of problems are correctly structured and solved.
The base salary range for this position is $126,000-255,000 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.
The Role
As an integral part of the Quantitative Research and Investing (QRI) group, the Mosaic team is responsible for the portfolio optimization system used for both quant research and managing portfolios at scale.
Primary Location: Boston, MA
Additional Locations: Merrimack, NH; Jersey City, NJ
The Expertise and Skills You Bring:
A Master’s degree or higher in mathematics or related fields, with emphasis in linear programming or optimization.
5+ years’ experience building or enhancing the efficiency of portfolio optimizers, contributing through both software development and mathematics research.
Success implementing heuristics and improving numerical stability in portfolio optimization structures, with direct experience using general purpose solvers such as Gurobi and CPLEX, or proprietary solvers.
Demonstrable track record delivering mathematical and software solutions to common portfolio optimization challenges, including tax management and multi-period optimization.
Expert-level development skills in Python.
A leader who is focused on promoting a team culture of accountability and continuous improvement and removing drag forces to enable team success.
Apply your domain expertise to improve mathematical and algorithmic implementation of portfolio optimization structures
Improve sophisticated mathematical approaches and design feature implementations utilizing domain expertise in optimization.
Address numerical instability common in portfolio optimization with insights in heuristics, transformations, or scaling opportunities.
Work closely with third party vendors to ensure optimal implementation of their tools
Partner with technology team members to support the development process, transfer domain knowledge, and ensure implementations are faithful to mathematical design.
Help other team members resolve service requests from clients, identifying which challenges require code changes and guiding clients to solutions.
The Team
As a part of the Mosaic team and working closely with your colleagues, you will diagnose inefficiencies of portfolio optimization construction in the Mosaic system. This requires expertise in both the computer science and mathematics of portfolio optimization. You will work closely with portfolio management teams to identify efficient algorithms to solve their requirements and with technology teams to implement those algorithms effectively. You will also work closely with third-party vendors to ensure the mathematical representation of problems are correctly structured and solved.
The base salary range for this position is $126,000-255,000 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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Engagement Lead, you lead the day-to-day management of strategy projects critical to Fidelity Businesses. Our projects aim to solve Fidelity’s most critical business issues, and your role is highly valued by business leaders to drive critical thinking of strategic initiatives forward. The project management and business partner relationship support that you provide to the team and our internal clients helps craft the future of Fidelity’s businesses. These projects are typically staffed with three to six associates over a four to six-month timeframe. Your role is to help scope the project, lead and manage workstreams, develop your team, and partner with senior Fidelity business leaders to drive successful outcomes.
The Expertise & Skills you bring
You hold an MBA.
The position requires significant management consulting, strategy, or similar experience with at least one year in the project manager role, preferably with a premier consulting firm or in a strategy group.
You have 7-10 years of work experience, including pre-MBA experience; consulting, strategy or financial services industry experience is a plus.
Demonstrated interest or experience in the financial services industry, particularly in the intermediary and institutional space.
You must have outstanding analytical, communication, conceptual thinking, project management and problem-solving capabilities.
You have both the flexibility and the skill to lead and contribute to teams.
Experience with project and team management, specifically including strategy development, evaluation of new products and services, and business transformation
Understanding and knowledge of the financial intermediary and institutional industry, including but not limited to, industry dynamics, client needs, emerging trends, new products or solutions, and competitive landscape
Understanding of key intermediary and institutional activities including but not limited to investment sales, capital markets, advisor solutions and go-to-market strategies.
Ability to synthesize analysis and research into strategic insights and practical recommendations, including strategic analysis, financial analysis, operational analysis, and primary/secondary research
Capable of influencing middle to senior management through both personal interactions as well as the creation and delivery of presentations
Ability to assess risk and operationalize findings - turning research into actions
Proficient in quantifying challenges and requirements related to execution
Driver of decisions in complex environments with multiple partners
Skilled in building relationships with peers and executives in a variety of capacities
A desire to work with people development and mentoring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Fidelity Consulting ('FC') consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity’s future. Fidelity Consulting addresses strategic challenges and opportunities with thoughtful, rigorous, and provocative points of view by attracting diverse top talent and developing them into Fidelity’s future leaders. We deliver value in a variety of ways, from leading small group projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges – preparing you for increasing leadership roles and advancing your career.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Principal Software Engineer- Contact Center Platform
Note: Fidelity will not provide sponsorship for this role.
The Role
The Enterprise Contact Center Technology team is seeking a Principal Software Engineer to help design and build our next-generation, omni-channel contact center platform. This platform is built on open-source technologies and minimizes reliance on commercial software, enabling flexibility, scalability, and innovation across our contact center ecosystem.
In this role, you will lead the design and development of core contact center capabilities—including call routing, queuing, reporting, workforce management, and advanced IVR—supporting voice, chat, and digital channels. You will engineer and maintain scalable components using technologies such as Asterisk, FreeSWITCH, Kamailio, WebRTC, SIP, RTP, Matrix, and Rocket.Chat, while enhancing IVR platforms with speech recognition and conversational AI integrations.
You will build and expose APIs, microservices, and real-time data pipelines to enable seamless omni-channel customer interactions, and collaborate closely with platform engineering, QA, and operations teams to deliver secure, resilient, and highly available solutions. The role also includes leading migrations from legacy systems to cloud-native, open-source architectures and advancing CI/CD pipelines, automated testing, and infrastructure-as-code practices.
The Expertise and Skills you Bring
8+ years of IT experience, including deep, hands-on experience with open-source telephony and messaging technologies.
Demonstrated success building core contact center capabilities, including IVR solutions and workforce management systems.
Strong telephony engineering background, with experience designing, deploying, and troubleshooting voice platforms and protocols such as SIP, RTP, PBX, and VoIP.
Proficiency in cloud-native architectures, microservices-based development, and API design.
Experience supporting real-time communications, speech recognition, and conversational AI solutions.
Working knowledge of CI/CD pipelines, automated testing frameworks, and DevOps best practices.
Excellent communication skills and a collaborative, team-oriented mindset.
The Team
Enterprise Contact Center Technology delivers the world-class capabilities that connect Fidelity associates with millions of participants, members, and customers. Our team owns the voice, email, and web chat communication channels that power these interactions.
Continuous improvement is core to our mission, and we seek engineers who are naturally curious, innovative, and relentlessly focused on delivering exceptional customer and associate experiences. We take pride in our engineering excellence, commitment to learning, team-first culture, and focus on delivering meaningful business value.
Our platform supports over 20 million clients, processes 35+ million customer interactions annually, and operates on a 24x7 basis—making reliability, scalability, and performance critical to everything we do.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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- Contact Center Platform
Note: Fidelity will not provide sponsorship for this role.
The Role
The Enterprise Contact Center Technology team is seeking a Principal Software Engineer to help design and build our next-generation, omni-channel contact center platform. This platform is built on open-source technologies and minimizes reliance on commercial software, enabling flexibility, scalability, and innovation across our contact center ecosystem.
In this role, you will lead the design and development of core contact center capabilities—including call routing, queuing, reporting, workforce management, and advanced IVR—supporting voice, chat, and digital channels. You will engineer and maintain scalable components using technologies such as Asterisk, FreeSWITCH, Kamailio, WebRTC, SIP, RTP, Matrix, and Rocket.Chat, while enhancing IVR platforms with speech recognition and conversational AI integrations.
You will build and expose APIs, microservices, and real-time data pipelines to enable seamless omni-channel customer interactions, and collaborate closely with platform engineering, QA, and operations teams to deliver secure, resilient, and highly available solutions. The role also includes leading migrations from legacy systems to cloud-native, open-source architectures and advancing CI/CD pipelines, automated testing, and infrastructure-as-code practices.
The Expertise and Skills you Bring
8+ years of IT experience, including deep, hands-on experience with open-source telephony and messaging technologies.
Demonstrated success building core contact center capabilities, including IVR solutions and workforce management systems.
Strong telephony engineering background, with experience designing, deploying, and troubleshooting voice platforms and protocols such as SIP, RTP, PBX, and VoIP.
Proficiency in cloud-native architectures, microservices-based development, and API design.
Experience supporting real-time communications, speech recognition, and conversational AI solutions.
Working knowledge of CI/CD pipelines, automated testing frameworks, and DevOps best practices.
Excellent communication skills and a collaborative, team-oriented mindset.
The Team
Enterprise Contact Center Technology delivers the world-class capabilities that connect Fidelity associates with millions of participants, members, and customers. Our team owns the voice, email, and web chat communication channels that power these interactions.
Continuous improvement is core to our mission, and we seek engineers who are naturally curious, innovative, and relentlessly focused on delivering exceptional customer and associate experiences. We take pride in our engineering excellence, commitment to learning, team-first culture, and focus on delivering meaningful business value.
Our platform supports over 20 million clients, processes 35+ million customer interactions annually, and operates on a 24x7 basis—making reliability, scalability, and performance critical to everything we do.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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- Contact Center Platform
Note: Fidelity will not provide sponsorship for this role.
The Role
The Enterprise Contact Center Technology team is seeking a Principal Software Engineer to help design and build our next-generation, omni-channel contact center platform. This platform is built on open-source technologies and minimizes reliance on commercial software, enabling flexibility, scalability, and innovation across our contact center ecosystem.
In this role, you will lead the design and development of core contact center capabilities—including call routing, queuing, reporting, workforce management, and advanced IVR—supporting voice, chat, and digital channels. You will engineer and maintain scalable components using technologies such as Asterisk, FreeSWITCH, Kamailio, WebRTC, SIP, RTP, Matrix, and Rocket.Chat, while enhancing IVR platforms with speech recognition and conversational AI integrations.
You will build and expose APIs, microservices, and real-time data pipelines to enable seamless omni-channel customer interactions, and collaborate closely with platform engineering, QA, and operations teams to deliver secure, resilient, and highly available solutions. The role also includes leading migrations from legacy systems to cloud-native, open-source architectures and advancing CI/CD pipelines, automated testing, and infrastructure-as-code practices.
The Expertise and Skills you Bring
8+ years of IT experience, including deep, hands-on experience with open-source telephony and messaging technologies.
Demonstrated success building core contact center capabilities, including IVR solutions and workforce management systems.
Strong telephony engineering background, with experience designing, deploying, and troubleshooting voice platforms and protocols such as SIP, RTP, PBX, and VoIP.
Proficiency in cloud-native architectures, microservices-based development, and API design.
Experience supporting real-time communications, speech recognition, and conversational AI solutions.
Working knowledge of CI/CD pipelines, automated testing frameworks, and DevOps best practices.
Excellent communication skills and a collaborative, team-oriented mindset.
The Team
Enterprise Contact Center Technology delivers the world-class capabilities that connect Fidelity associates with millions of participants, members, and customers. Our team owns the voice, email, and web chat communication channels that power these interactions.
Continuous improvement is core to our mission, and we seek engineers who are naturally curious, innovative, and relentlessly focused on delivering exceptional customer and associate experiences. We take pride in our engineering excellence, commitment to learning, team-first culture, and focus on delivering meaningful business value.
Our platform supports over 20 million clients, processes 35+ million customer interactions annually, and operates on a 24x7 basis—making reliability, scalability, and performance critical to everything we do.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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’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.
Note: Fidelity will not provide immigration sponsorship for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Alternative Investments & Regulatory Reporting, who will be responsible for assessing how new investments and changing requirements affect the regulatory reports and filings produced by the Shareholder Reporting Team. Primary areas for evaluation will include complex instruments (e.g., derivatives, short securities, alternative and digital assets), emerging regulatory changes (e.g., new SEC rules, US GAAP accounting and reporting updates) and complex and innovative products. You will assemble critical information and coordinate comprehensive end to end analyses for production team leads to interpret impacts.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
In Shareholder Reporting, we are on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team, Requirements & Standards (R&S), is part of the Fidelity Fund and Investment Operations (FFIO) organization and supports Shareholder Reporting as a central service team passionate about intaking new work to help expand Shareholder Reporting’s capabilities and to accelerate operational readiness for new products and requirements. The team interacts with many groups within the Fidelity organization and effectively represents the business to customers and business partners.
#FFIOALTS
#Fidelityalts
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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 manger to understand the potential impact to your registrations before a final hiring decision is made.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Alternative Investments & Regulatory Reporting, who will be responsible for assessing how new investments and changing requirements affect the regulatory reports and filings produced by the Shareholder Reporting Team. Primary areas for evaluation will include complex instruments (e.g., derivatives, short securities, alternative and digital assets), emerging regulatory changes (e.g., new SEC rules, US GAAP accounting and reporting updates) and complex and innovative products. You will assemble critical information and coordinate comprehensive end to end analyses for production team leads to interpret impacts.
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position.
The Team
In Shareholder Reporting, we are on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team, Requirements & Standards (R&S), is part of the Fidelity Fund and Investment Operations (FFIO) organization and supports Shareholder Reporting as a central service team passionate about intaking new work to help expand Shareholder Reporting’s capabilities and to accelerate operational readiness for new products and requirements. The team interacts with many groups within the Fidelity organization and effectively represents the business to customers and business partners.
#FFIOALTS
#Fidelityalts
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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 manger to understand the potential impact to your registrations before a final hiring decision is made.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 real estate? Do you thrive in fast-paced settings? Do you strive for excellence in operations and customer service? Can you work within matrix organizations and influence and inspire others? If so, Fidelity Real Estate is seeking a Director, Facilities & Operations to join our global Facilities & Operations team!
In partnership with our outsourced facility management alliance partner, the Director, Facilities & Operations will be based at our Merrimack, New Hampshire campus and oversee all operational aspects of our Merrimack campus comprising of c.1.12 million square feet in total and other locations as may be assigned. This leader will drive asset value through critical thinking, effective expense management and infrastructure planning, as well as focusing on associate needs. To do this, the Director will collaborate with many groups inside and outside of Fidelity Real Estate, which requires strong interpersonal abilities.
This role reports to the VP, Facilities & Operations and will have a team of peers across the globe for support and camaraderie.
The Expertise and Skills You Bring
Other Requirements
Note: Fidelity is not providing immigration sponsorship for this position
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 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.
Facilities & Operations is responsible for ensuring a safe and productive workspace experience for all Fidelity associates and maintaining best-in-class real estate that reflects the Fidelity brand for our visitors and clients. We demonstrate operational excellence in all facets of our daily work.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 have an exciting sales opportunity based in Atlanta working with Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include:
The Expertise and Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
As a Regional Director your primary responsibility will be supporting and driving sales through Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Consultant, a member of the Wealth Management Offerings team, will support both the strategic shaping and practical execution of Wealth Management offerings for High‑Net‑Worth clients. Working closely with business leaders and cross‑functional partners, this position will contribute to defining where offerings should evolve and help move those ideas through analysis, design, and delivery. Key responsibilities include:
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.
As part of the Customer Insights & Offerings organization, the Wealth Management Offerings team supports the definition and delivery of the products, experiences, and value propositions that serve Fidelity’s High‑Net‑Worth clients. The team works across the organization to connect customer insights, offering strategy, and execution.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Consultant, a member of the Wealth Management Offerings team, will support both the strategic shaping and practical execution of Wealth Management offerings for High‑Net‑Worth clients. Working closely with business leaders and cross‑functional partners, this position will contribute to defining where offerings should evolve and help move those ideas through analysis, design, and delivery. Key responsibilities include:
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.
As part of the Customer Insights & Offerings organization, the Wealth Management Offerings team supports the definition and delivery of the products, experiences, and value propositions that serve Fidelity’s High‑Net‑Worth clients. The team works across the organization to connect customer insights, offering strategy, and execution.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Consultant, a member of the Wealth Management Offerings team, will support both the strategic shaping and practical execution of Wealth Management offerings for High‑Net‑Worth clients. Working closely with business leaders and cross‑functional partners, this position will contribute to defining where offerings should evolve and help move those ideas through analysis, design, and delivery. Key responsibilities include:
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.
As part of the Customer Insights & Offerings organization, the Wealth Management Offerings team supports the definition and delivery of the products, experiences, and value propositions that serve Fidelity’s High‑Net‑Worth clients. The team works across the organization to connect customer insights, offering strategy, and execution.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Consultant, a member of the Wealth Management Offerings team, will support both the strategic shaping and practical execution of Wealth Management offerings for High‑Net‑Worth clients. Working closely with business leaders and cross‑functional partners, this position will contribute to defining where offerings should evolve and help move those ideas through analysis, design, and delivery. Key responsibilities include:
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.
As part of the Customer Insights & Offerings organization, the Wealth Management Offerings team supports the definition and delivery of the products, experiences, and value propositions that serve Fidelity’s High‑Net‑Worth clients. The team works across the organization to connect customer insights, offering strategy, and execution.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Consultant, a member of the Wealth Management Offerings team, will support both the strategic shaping and practical execution of Wealth Management offerings for High‑Net‑Worth clients. Working closely with business leaders and cross‑functional partners, this position will contribute to defining where offerings should evolve and help move those ideas through analysis, design, and delivery. Key responsibilities include:
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.
As part of the Customer Insights & Offerings organization, the Wealth Management Offerings team supports the definition and delivery of the products, experiences, and value propositions that serve Fidelity’s High‑Net‑Worth clients. The team works across the organization to connect customer insights, offering strategy, and execution.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
The FMR LLC Legal Department is seeking an experienced technology-focused attorney to join the Corporate Services team. In this role, you will provide strategic, practical legal counsel to Fidelity businesses on topics involving privacy, cybersecurity, data governance, and the responsible use of new and emerging technologies.
The Expertise and Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
You will be a key member and contributor to the Legal Department’s Corporate Services team, working alongside other attorneys and paralegals who support Fidelity’s businesses on privacy, cybersecurity, data governance, emerging technologies and intellectual property. In this role, you will collaborate closely with colleagues across legal, compliance, risk management and business teams to help shape the company’s strategy on privacy, information security and data governance and align Fidelity’s policies, practices, and strategic initiatives with applicable legal and regulatory requirements.
The base salary range for this position is $140,000-285,000 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.
The Role
The FMR LLC Legal Department is seeking an experienced technology-focused attorney to join the Corporate Services team. In this role, you will provide strategic, practical legal counsel to Fidelity businesses on topics involving privacy, cybersecurity, data governance, and the responsible use of new and emerging technologies.
The Expertise and Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
You will be a key member and contributor to the Legal Department’s Corporate Services team, working alongside other attorneys and paralegals who support Fidelity’s businesses on privacy, cybersecurity, data governance, emerging technologies and intellectual property. In this role, you will collaborate closely with colleagues across legal, compliance, risk management and business teams to help shape the company’s strategy on privacy, information security and data governance and align Fidelity’s policies, practices, and strategic initiatives with applicable legal and regulatory requirements.
The base salary range for this position is $140,000-285,000 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.
The Role
The FMR LLC Legal Department is seeking an experienced technology-focused attorney to join the Corporate Services team. In this role, you will provide strategic, practical legal counsel to Fidelity businesses on topics involving privacy, cybersecurity, data governance, and the responsible use of new and emerging technologies.
The Expertise and Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
You will be a key member and contributor to the Legal Department’s Corporate Services team, working alongside other attorneys and paralegals who support Fidelity’s businesses on privacy, cybersecurity, data governance, emerging technologies and intellectual property. In this role, you will collaborate closely with colleagues across legal, compliance, risk management and business teams to help shape the company’s strategy on privacy, information security and data governance and align Fidelity’s policies, practices, and strategic initiatives with applicable legal and regulatory requirements.
The base salary range for this position is $140,000-285,000 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.
The Role
The FMR LLC Legal Department is seeking an experienced technology-focused attorney to join the Corporate Services team. In this role, you will provide strategic, practical legal counsel to Fidelity businesses on topics involving privacy, cybersecurity, data governance, and the responsible use of new and emerging technologies.
The Expertise and Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
You will be a key member and contributor to the Legal Department’s Corporate Services team, working alongside other attorneys and paralegals who support Fidelity’s businesses on privacy, cybersecurity, data governance, emerging technologies and intellectual property. In this role, you will collaborate closely with colleagues across legal, compliance, risk management and business teams to help shape the company’s strategy on privacy, information security and data governance and align Fidelity’s policies, practices, and strategic initiatives with applicable legal and regulatory requirements.
The base salary range for this position is $140,000-285,000 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.
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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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 excel at helping clients tackle meaningful issues? Do you have knowledge of the Defined Benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and efficient quality solutions regarding their benefit programs.
The Senior Data Consultant is responsible for business development and overall service delivery of data consulting services to the client. In this role, you will interact directly with clients as well as participate in project status meetings with the Consultant. Additionally, you will work with the Consultant and the internal Fidelity team, as needed, on identifying and reviewing the client's data and custom administration needs and propose solutions to meet them. You will be accountable for program management of the client assignment working in a deadline-oriented environment.
Building, managing, and growing client relationships by delivering an outstanding level of customer satisfaction with every engagement.
Owning the creation and delivery of benefit adding proposals, 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 aligned to the strategy, plan, and budget.
Identifying risk areas and lead team to appropriate solutions when obstacles are encountered.
Identifying, defining, acquiring, digesting, and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration, and data utilization.
The Expertise and Skills You Bring
10 years+ of experience in a Defined Benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)
3 years+ of business development experience
3 years+ focused on program/project management
Implementation experience preferred
Understanding of Defined Benefit plans and administration is required. Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus
Leading the initial new business development process from prospecting to final project completion
Positive relationship leadership skills including relationship building, influencing, and a consultative approach.
Strong problem solving and outstanding program management skills.
Expansive depth and breadth of the Defined Benefit industry.
The Team
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Do you excel at helping clients tackle meaningful issues? Do you have knowledge of the Defined Benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and efficient quality solutions regarding their benefit programs.
The Senior Data Consultant is responsible for business development and overall service delivery of data consulting services to the client. In this role, you will interact directly with clients as well as participate in project status meetings with the Consultant. Additionally, you will work with the Consultant and the internal Fidelity team, as needed, on identifying and reviewing the client's data and custom administration needs and propose solutions to meet them. You will be accountable for program management of the client assignment working in a deadline-oriented environment.
Building, managing, and growing client relationships by delivering an outstanding level of customer satisfaction with every engagement.
Owning the creation and delivery of benefit adding proposals, 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 aligned to the strategy, plan, and budget.
Identifying risk areas and lead team to appropriate solutions when obstacles are encountered.
Identifying, defining, acquiring, digesting, and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration, and data utilization.
The Expertise and Skills You Bring
10 years+ of experience in a Defined Benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)
3 years+ of business development experience
3 years+ focused on program/project management
Implementation experience preferred
Understanding of Defined Benefit plans and administration is required. Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus
Leading the initial new business development process from prospecting to final project completion
Positive relationship leadership skills including relationship building, influencing, and a consultative approach.
Strong problem solving and outstanding program management skills.
Expansive depth and breadth of the Defined Benefit industry.
The Team
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Do you excel at helping clients tackle meaningful issues? Do you have knowledge of the Defined Benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and efficient quality solutions regarding their benefit programs.
The Senior Data Consultant is responsible for business development and overall service delivery of data consulting services to the client. In this role, you will interact directly with clients as well as participate in project status meetings with the Consultant. Additionally, you will work with the Consultant and the internal Fidelity team, as needed, on identifying and reviewing the client's data and custom administration needs and propose solutions to meet them. You will be accountable for program management of the client assignment working in a deadline-oriented environment.
Building, managing, and growing client relationships by delivering an outstanding level of customer satisfaction with every engagement.
Owning the creation and delivery of benefit adding proposals, 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 aligned to the strategy, plan, and budget.
Identifying risk areas and lead team to appropriate solutions when obstacles are encountered.
Identifying, defining, acquiring, digesting, and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration, and data utilization.
The Expertise and Skills You Bring
10 years+ of experience in a Defined Benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)
3 years+ of business development experience
3 years+ focused on program/project management
Implementation experience preferred
Understanding of Defined Benefit plans and administration is required. Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus
Leading the initial new business development process from prospecting to final project completion
Positive relationship leadership skills including relationship building, influencing, and a consultative approach.
Strong problem solving and outstanding program management skills.
Expansive depth and breadth of the Defined Benefit industry.
The Team
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Do you excel at helping clients tackle meaningful issues? Do you have knowledge of the Defined Benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and efficient quality solutions regarding their benefit programs.
The Senior Data Consultant is responsible for business development and overall service delivery of data consulting services to the client. In this role, you will interact directly with clients as well as participate in project status meetings with the Consultant. Additionally, you will work with the Consultant and the internal Fidelity team, as needed, on identifying and reviewing the client's data and custom administration needs and propose solutions to meet them. You will be accountable for program management of the client assignment working in a deadline-oriented environment.
Building, managing, and growing client relationships by delivering an outstanding level of customer satisfaction with every engagement.
Owning the creation and delivery of benefit adding proposals, 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 aligned to the strategy, plan, and budget.
Identifying risk areas and lead team to appropriate solutions when obstacles are encountered.
Identifying, defining, acquiring, digesting, and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration, and data utilization.
The Expertise and Skills You Bring
10 years+ of experience in a Defined Benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)
3 years+ of business development experience
3 years+ focused on program/project management
Implementation experience preferred
Understanding of Defined Benefit plans and administration is required. Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus
Leading the initial new business development process from prospecting to final project completion
Positive relationship leadership skills including relationship building, influencing, and a consultative approach.
Strong problem solving and outstanding program management skills.
Expansive depth and breadth of the Defined Benefit industry.
The Team
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Do you excel at helping clients tackle meaningful issues? Do you have knowledge of the Defined Benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and efficient quality solutions regarding their benefit programs.
The Senior Data Consultant is responsible for business development and overall service delivery of data consulting services to the client. In this role, you will interact directly with clients as well as participate in project status meetings with the Consultant. Additionally, you will work with the Consultant and the internal Fidelity team, as needed, on identifying and reviewing the client's data and custom administration needs and propose solutions to meet them. You will be accountable for program management of the client assignment working in a deadline-oriented environment.
Building, managing, and growing client relationships by delivering an outstanding level of customer satisfaction with every engagement.
Owning the creation and delivery of benefit adding proposals, 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 aligned to the strategy, plan, and budget.
Identifying risk areas and lead team to appropriate solutions when obstacles are encountered.
Identifying, defining, acquiring, digesting, and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration, and data utilization.
The Expertise and Skills You Bring
10 years+ of experience in a Defined Benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)
3 years+ of business development experience
3 years+ focused on program/project management
Implementation experience preferred
Understanding of Defined Benefit plans and administration is required. Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus
Leading the initial new business development process from prospecting to final project completion
Positive relationship leadership skills including relationship building, influencing, and a consultative approach.
Strong problem solving and outstanding program management skills.
Expansive depth and breadth of the Defined Benefit industry.
The Team
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Do you excel at helping clients tackle meaningful issues? Do you have knowledge of the Defined Benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and efficient quality solutions regarding their benefit programs.
The Senior Data Consultant is responsible for business development and overall service delivery of data consulting services to the client. In this role, you will interact directly with clients as well as participate in project status meetings with the Consultant. Additionally, you will work with the Consultant and the internal Fidelity team, as needed, on identifying and reviewing the client's data and custom administration needs and propose solutions to meet them. You will be accountable for program management of the client assignment working in a deadline-oriented environment.
Building, managing, and growing client relationships by delivering an outstanding level of customer satisfaction with every engagement.
Owning the creation and delivery of benefit adding proposals, 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 aligned to the strategy, plan, and budget.
Identifying risk areas and lead team to appropriate solutions when obstacles are encountered.
Identifying, defining, acquiring, digesting, and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration, and data utilization.
The Expertise and Skills You Bring
10 years+ of experience in a Defined Benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)
3 years+ of business development experience
3 years+ focused on program/project management
Implementation experience preferred
Understanding of Defined Benefit plans and administration is required. Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus
Leading the initial new business development process from prospecting to final project completion
Positive relationship leadership skills including relationship building, influencing, and a consultative approach.
Strong problem solving and outstanding program management skills.
Expansive depth and breadth of the Defined Benefit industry.
The Team
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Do you excel at helping clients tackle meaningful issues? Do you have knowledge of the Defined Benefits industry? As part of our Data Consulting team, your work will help provide clients high quality, comprehensive and efficient quality solutions regarding their benefit programs.
The Senior Data Consultant is responsible for business development and overall service delivery of data consulting services to the client. In this role, you will interact directly with clients as well as participate in project status meetings with the Consultant. Additionally, you will work with the Consultant and the internal Fidelity team, as needed, on identifying and reviewing the client's data and custom administration needs and propose solutions to meet them. You will be accountable for program management of the client assignment working in a deadline-oriented environment.
Building, managing, and growing client relationships by delivering an outstanding level of customer satisfaction with every engagement.
Owning the creation and delivery of benefit adding proposals, 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 aligned to the strategy, plan, and budget.
Identifying risk areas and lead team to appropriate solutions when obstacles are encountered.
Identifying, defining, acquiring, digesting, and applying client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration, and data utilization.
The Expertise and Skills You Bring
10 years+ of experience in a Defined Benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)
3 years+ of business development experience
3 years+ focused on program/project management
Implementation experience preferred
Understanding of Defined Benefit plans and administration is required. Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus
Leading the initial new business development process from prospecting to final project completion
Positive relationship leadership skills including relationship building, influencing, and a consultative approach.
Strong problem solving and outstanding program management skills.
Expansive depth and breadth of the Defined Benefit industry.
The Team
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
We are seeking an experienced Facilities and Operation Building Engineer to join a team that services and maintains critical building mechanical, electrical and plumbing systems. As a member of Fidelity’s Engineering Operations team, you will be directly responsible for ensuring that equipment operates reliably, and the uptime of the facility is supported. Reporting to the Engineering Manager, you’ll be self-performing or overseeing vendor-performed maintenance on critical equipment serving mission critical rooms and offices. The ideal candidate will have strong troubleshooting skills, commercial experience, and the ability to work independently and as part of a team. Key responsibilities:
The Expertise You Bring
Physical Requirements
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Engineering Team is responsible for the 365/24/7 monitoring/triage and maintenance for all critical infrastructure systems. The team works to ensure equipment operates reliably, and the uptime for all facilities is supported.
The base salary range for this position is $60,000-115,000 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.
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 services within Fidelity Wealth?
The Role
As Director, Brokerage Corporate Actions, you will blend brokerage expertise with the necessary skills to develop the team while acting as the leader for this organization. The Director has operational oversight of all announcement and reconciliation processes associated with corporate actions and income payments for the Fidelity Agency Lending business.
The Expertise and Skills You Bring
10 years of Brokerage Operations experience required.
Operational experience supporting international processing required.
Functional experience with agency lending preferred.
Experience supporting international stock lending preferred.
Act as an intermediary between banks and borrowers focusing on the importance of timely and accurate communication.
Manage expiration date events (and relevant liabilities) along with reconciliation of new entitlements for a variety of regionally specific corporate actions.
Event and instruction management in proprietary Fidelity applications.
Accountable for key talent management processes including hiring, on boarding, goal setting, performance evaluations and other career development activities for a team.
Excellent interpersonal skills with the ability to collaborate, empower and communicate effectively and assertively with internal and external stakeholders.
Ability to adjust team/departmental priorities to support changing needs.
Participation as a key stakeholder in prioritization of enhancements and new releases of core functional systems.
Track record of end-to-end process improvement delivering tangible business results.
Series 99 or 7 required.
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
This dynamic team is a part of Fidelity Wealth within the Operations and Services Group (OSG), Asset Servicing division. The OSG team is responsible for the accurate and timely announcement and processing of Domestic and International Corporate Action and Income events in a high energy and fast-paced team environment. The team is responsible for supporting the growing Agency Lending business.
The base salary range for this position is $95,000-186,000 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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 highly motivated and experienced Architect to join Asset Management Technology’s Architecture group supporting public markets trading. The candidate should possess a deep technical background in developing and deploying web services, web applications, messaging and streaming producer/consumer services, and designing and implementing systems that integrate with external platforms for electronic trading.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 highly motivated and experienced Architect to join Asset Management Technology’s Architecture group supporting public markets trading. The candidate should possess a deep technical background in developing and deploying web services, web applications, messaging and streaming producer/consumer services, and designing and implementing systems that integrate with external platforms for electronic trading.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 highly motivated and experienced Architect to join Asset Management Technology’s Architecture group supporting public markets trading. The candidate should possess a deep technical background in developing and deploying web services, web applications, messaging and streaming producer/consumer services, and designing and implementing systems that integrate with external platforms for electronic trading.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
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
Note: Fidelity will not provide immigration sponsorship for this position.
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
The base salary range for this position is $85,000-171,000 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.
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 experience, preferably with big four accounting firms or financial services.
Developing knowledge of audit practices, tools, techniques, concepts, and trends
Ability to identify and assess key risks and mitigating controls related to processes under review.
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.
Develop process flows for 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.
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.
Builds deep working relationships with audit teams and clients.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 position
Do you want to join a dynamic email engineering and marketing orchestration 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 analytical, strategic, creative, collaboration and leadership skills while managing multiple projects with attention to details and deadlines? Are you passionate about leading and empowering a high-performing team to achieve business and personal development goals? If so, look no further! Maybe we are made for each other!
The Expertise We’re Looking For
Significant experience leading/managing a team in one or more of the following areas strongly desired: email development, digital production, marketing technology, or digital marketing.
Email channel expertise very strongly desired but not a hard requirement. Will train the right candidate who has excellent team leadership/management experience and top tier analytical and project management skills
Email service platform provider (ESP) knowledge, systems, information technology a big plus (specifically Salesforce Marketing Cloud, Salesforce Sales Cloud, Simon Data, Segment CDP)
Basic HTML skills required; basic SQL skills a plus
Excellent PowerPoint, Excel, Outlook, Word and presentation skills required
Curious and intellectually honest. Dedication to personal and team 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 mentoring, coaching and empowering associates to achieve business and personal career and development goals
The Purpose of Your Role
As an Email Engineering Director within the central marketing function of Fidelity Personal Investments the purpose of your role is to deepen the relationship with millions of our customers by leading a team 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 that power our customer obsessed email marketing programs while empowering team members to achieve business and personal goals.
The Skills You Bring
Bachelor’s degree or equivalent with 12+ years of experience or master’s degree with 10+ years of experience
Excellent 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.
Assess, train, and motivate people both internally (associates) and externally (job applicants). Optimize productivity by promoting professional growth.
Able to lead by demonstrating and establishing clarity, effectively communicating, and reinforcing the value of collaboration in enhancing team’s performance and development
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. Responsible for managing a team of individual contributors for performance management activities.
Excellent analytical, creative, and oral/written communication/presentation skills
Excellent emotional intelligence, judgment and problem solving
Demonstrated ability to self-learn and self-direct
The Value You Deliver
The Email Engineering Director will liaise across multiple teams to:
Plan and execute email campaigns from campaign strategy and requirements through deployment - scheduled campaigns, automated triggers, Journey Builder and automated multi-touch campaigns
Build and edit email code and logic using Salesforce Marketing Cloud (SFMC) Content Builder and AMPscripting tools
Collaborate with technology teams to onboard new email programs and content to the email platform, Salesforce Marketing Cloud (SFMC), acting as the voice of the business
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 Director will lead and empower a team of Digital Campaign Managers to achieve business and personal goals.
How Your Work Impacts the Organization
The Email Engineering and Marketing Orchestration (EEMO) team works cross-functionally to support the end-to-end enablement and implementation of Fidelity emails. 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.
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 in order 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 highly experienced, hands-on Technical Lead and Build Owner to lead a dedicated team of software engineers responsible for delivering core platform capabilities within Fidelity’s Enterprise Observability Platform.
This is not an SRE role; instead, you will focus on building and evolving the observability platform that Site Reliability Engineering and development teams depend on.
In this role, you will define and drive the Observability Integrations roadmap, emphasizing scalable automation, security-by-design, and enterprise readiness across a complex hybrid–multi-cloud environment. You will lead the design, development, and support of enterprise-grade observability integrations with SaaS solutions such as Datadog, as well as open-source frameworks including OpenTelemetry (OTel) and Prometheus.
Technical Expertise
Leadership & Strategic Skills
Cloud, Security & Operational Knowledge
Personal Attributes
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 highly experienced, hands-on Technical Lead and Build Owner to lead a dedicated team of software engineers responsible for delivering core platform capabilities within Fidelity’s Enterprise Observability Platform.
This is not an SRE role; instead, you will focus on building and evolving the observability platform that Site Reliability Engineering and development teams depend on.
In this role, you will define and drive the Observability Integrations roadmap, emphasizing scalable automation, security-by-design, and enterprise readiness across a complex hybrid–multi-cloud environment. You will lead the design, development, and support of enterprise-grade observability integrations with SaaS solutions such as Datadog, as well as open-source frameworks including OpenTelemetry (OTel) and Prometheus.
Technical Expertise
Leadership & Strategic Skills
Cloud, Security & Operational Knowledge
Personal Attributes
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 highly experienced, hands-on Technical Lead and Build Owner to lead a dedicated team of software engineers responsible for delivering core platform capabilities within Fidelity’s Enterprise Observability Platform.
This is not an SRE role; instead, you will focus on building and evolving the observability platform that Site Reliability Engineering and development teams depend on.
In this role, you will define and drive the Observability Integrations roadmap, emphasizing scalable automation, security-by-design, and enterprise readiness across a complex hybrid–multi-cloud environment. You will lead the design, development, and support of enterprise-grade observability integrations with SaaS solutions such as Datadog, as well as open-source frameworks including OpenTelemetry (OTel) and Prometheus.
Technical Expertise
Leadership & Strategic Skills
Cloud, Security & Operational Knowledge
Personal Attributes
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 highly experienced, hands-on Technical Lead and Build Owner to lead a dedicated team of software engineers responsible for delivering core platform capabilities within Fidelity’s Enterprise Observability Platform.
This is not an SRE role; instead, you will focus on building and evolving the observability platform that Site Reliability Engineering and development teams depend on.
In this role, you will define and drive the Observability Integrations roadmap, emphasizing scalable automation, security-by-design, and enterprise readiness across a complex hybrid–multi-cloud environment. You will lead the design, development, and support of enterprise-grade observability integrations with SaaS solutions such as Datadog, as well as open-source frameworks including OpenTelemetry (OTel) and Prometheus.
Technical Expertise
Leadership & Strategic Skills
Cloud, Security & Operational Knowledge
Personal Attributes
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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!
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Vice President, Associate General Counsel
Summary
The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization.
The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company’s proprietary and employee accounts.
The Expertise and Skills You Bring
J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations.
A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience.
Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus.
Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings.
Experience with technology startups and new business initiatives a plus.
Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice.
Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn.
Ability to build and maintain strong relationships and credibility, internally and externally.
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity’s cryptocurrency and blockchain products and services business.
Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology.
Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters.
Evaluate new technology and tools relating to the digital assets and related asset management product offerings.
#FidelityAlts
The base salary range for this position is $140,000-285,000 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.
Vice President, Associate General Counsel
Summary
The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization.
The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company’s proprietary and employee accounts.
The Expertise and Skills You Bring
J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations.
A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience.
Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus.
Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings.
Experience with technology startups and new business initiatives a plus.
Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice.
Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn.
Ability to build and maintain strong relationships and credibility, internally and externally.
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity’s cryptocurrency and blockchain products and services business.
Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology.
Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters.
Evaluate new technology and tools relating to the digital assets and related asset management product offerings.
#FidelityAlts
The base salary range for this position is $140,000-285,000 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.
Vice President, Associate General Counsel
Summary
The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization.
The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company’s proprietary and employee accounts.
The Expertise and Skills You Bring
J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations.
A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience.
Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus.
Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings.
Experience with technology startups and new business initiatives a plus.
Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice.
Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn.
Ability to build and maintain strong relationships and credibility, internally and externally.
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity’s cryptocurrency and blockchain products and services business.
Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology.
Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters.
Evaluate new technology and tools relating to the digital assets and related asset management product offerings.
#FidelityAlts
The base salary range for this position is $140,000-285,000 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.
Vice President, Associate General Counsel
Summary
The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization.
The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company’s proprietary and employee accounts.
The Expertise and Skills You Bring
J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations.
A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience.
Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus.
Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings.
Experience with technology startups and new business initiatives a plus.
Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice.
Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn.
Ability to build and maintain strong relationships and credibility, internally and externally.
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity’s cryptocurrency and blockchain products and services business.
Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology.
Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters.
Evaluate new technology and tools relating to the digital assets and related asset management product offerings.
#FidelityAlts
The base salary range for this position is $140,000-285,000 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.
Vice President, Associate General Counsel
Summary
The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization.
The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company’s proprietary and employee accounts.
The Expertise and Skills You Bring
J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations.
A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience.
Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus.
Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings.
Experience with technology startups and new business initiatives a plus.
Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice.
Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn.
Ability to build and maintain strong relationships and credibility, internally and externally.
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity’s cryptocurrency and blockchain products and services business.
Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology.
Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters.
Evaluate new technology and tools relating to the digital assets and related asset management product offerings.
#FidelityAlts
The base salary range for this position is $140,000-285,000 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.
Vice President, Associate General Counsel
Summary
The FMR LLC Legal Department has a unique opportunity for an innovative attorney to join our Asset Management Legal Team as Vice President, Cryptocurrency and Blockchain role. This role focuses on groundbreaking asset management products and services offerings for digital assets, including cryptocurrency and tokenization.
The role will involve coordination and collaboration with colleagues in the Fidelity Digital Asset Management business group, Asset Management Legal team as well as across the larger Fidelity Legal Group, other Fidelity business units, and control function business partners in the structuring and development of innovative cryptocurrency and blockchain enabled products and ideas in support of investment activities, operations, and distribution of products and services across client segments and for the company’s proprietary and employee accounts.
The Expertise and Skills You Bring
J.D. required, member in good standing with the New York, New Jersey, California, Illinois, New Hampshire, Rhode Island and/or Massachusetts State Bar Associations.
A minimum of 7-10 years of relevant experience in the practice of law having a combination of law firm and in house experience.
Expertise in U.S. federal securities laws and regulations, including Securities Act of 1933, Securities Exchange Act of 1934, Advisers Act, the Investment Company Act, and the Commodity Exchange Act. Knowledge and experience with the intersection between the blockchain and transfer agency rules for registered fund products a plus.
Substantive expertise and business acumen with the following: crypto and blockchain technology applications in financial services that may include stablecoins, crypto custody, trading, staking, payments, and DeFi, tokenization, and related blockchain and smart-contract enabled financial applications and asset management product offerings.
Experience with technology startups and new business initiatives a plus.
Crisp, clear business partner with oral and written communication skills, in particular the ability to reduce complex legal issues to straightforward, practical analysis and advice.
Natural collaborative approach in influencing and devising pragmatic and creative solutions across a variety of issues in a dynamic environment with an entrepreneurial spirit and desire to learn.
Ability to build and maintain strong relationships and credibility, internally and externally.
Ability to manage outside counsel to provide excellent legal services in a cost-effective manner.
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Provide legal, regulatory, and strategic advice and counsel to our Fidelity Digital Asset Management team on all aspects of Fidelity’s cryptocurrency and blockchain products and services business.
Advise Fidelity Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and blockchain technology.
Advise business and control function partners in the context of new business initiatives, identification of changing laws and implementation of new legal and regulatory requirements in relation to investment products and services-related matters.
Evaluate new technology and tools relating to the digital assets and related asset management product offerings.
#FidelityAlts
The base salary range for this position is $140,000-285,000 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.
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!
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.
Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.).
Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus.
7+ years of experience in performing and leading complex information technology audits, preferably financial services.
Knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. Ability to independently perform hands-on controls testing across many of these areas.
Knowledge of authentication, authorization, and credential management.
Understanding of Artificial Intelligence, Machine Learning, Data Science and Robotic Process Automation is preferred.
Understanding of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities.
Ability to work simultaneously on multiple tasks and lead team priorities and workload.
Strong technical problem solving and data analytical skills. Scripting 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.
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 and Senior Analysts on the team.
Builds deep working relationships with audit teams and clients.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.
Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.).
Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus.
7+ years of experience in performing and leading complex information technology audits, preferably financial services.
Knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. Ability to independently perform hands-on controls testing across many of these areas.
Knowledge of authentication, authorization, and credential management.
Understanding of Artificial Intelligence, Machine Learning, Data Science and Robotic Process Automation is preferred.
Understanding of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities.
Ability to work simultaneously on multiple tasks and lead team priorities and workload.
Strong technical problem solving and data analytical skills. Scripting 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.
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 and Senior Analysts on the team.
Builds deep working relationships with audit teams and clients.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.
Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.).
Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus.
7+ years of experience in performing and leading complex information technology audits, preferably financial services.
Knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. Ability to independently perform hands-on controls testing across many of these areas.
Knowledge of authentication, authorization, and credential management.
Understanding of Artificial Intelligence, Machine Learning, Data Science and Robotic Process Automation is preferred.
Understanding of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities.
Ability to work simultaneously on multiple tasks and lead team priorities and workload.
Strong technical problem solving and data analytical skills. Scripting 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.
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 and Senior Analysts on the team.
Builds deep working relationships with audit teams and clients.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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 new team member who can make an immediate impact and who demonstrates curiosity to learn, is willing to step up and take ownership of their projects and thrive by sharing knowledge. The Digital Asset Security Operations team within Fidelity Enterprise Cybersecurity (ECS) group provides cybersecurity security engineering and operational support for mission critical systems that provide cryptocurrency and blockchain related products and services. This role will interact with other members of the cybersecurity team as well as the Risk and Development team of our business partners. This role offers tremendous exposure to industry leading Cryptographic processes & practices, hands-on exposure to Hardware Security Modules, exposure to Blockchain/Digital Currencies, and leading systems monitoring tools & technologies.
The Expertise You Have and The Skills You Bring
Bachelor's degree in computer science or equivalent technology discipline
6+ years of experience in a distributed IT Engineering and/or support function
2+ years of experience with implementing and supporting APIs, Key management & Encryption products, and solutions.
1-2 years of experience with cloud computing (AWS/Kubernetes/Containerization)
Understanding of Cryptography/encryption concepts, methods, and processes.
Strong working knowledge of OS (Linux and Windows) from security point of view (configuration, hardening etc.).
Knowledge of deploying and managing APIs, and automation/scripting (Python/Bash, PowerShell, etc.).
Hands-on experience in CI/CD and configuration management systems such as Github, Jenkins and Artifactory
Hands on experience with Hardware Security Modules (HSM) for key management is highly desired.
Good system analysis and problem-solving skills.
Understanding of Agile methodology and ability to work in a fast-paced Enterprise environment is desired.
The Value You Deliver
You will be part of a highly talented Cybersecurity Dev/Ops team that designs, builds, and supports critical solutions for Fidelity cryptocurrency infrastructure.
Performing routine tasks of Incident, change and release management work in on-going operations support including source code control, build and deployment automation, configuration and change management, performing monitoring and log integration, server and network security access control for cryptocurrency projects.
Performing systems security engineering work including designing/recommending new controls implementations, executing proof of concepts, researching new solutions for emerging threats and developing process improvements to improve cybersecurity controls
Defining, implementing, and supporting authentication, authorization, monitoring, policy enforcement, access control and other security controls at server, system, network, and process levels for the production systems in cryptocurrency environment
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Sr. Manager, Leave of Absence and Accommodations
The Role
The Sr. Manager, Leave of Absence and Accommodations serves as a subject matter expert in workplace accommodations and leave management. In this role, you will lead and mentor a team of Accommodations Advisors and Leave of Absence and Accommodations Administrators who represent the organization in the interactive process with associates under the Americans with Disabilities Act and Amendments Act (ADA/ADAAA).
You will ensure consistent compliance with ADAAA guidelines as outlined by the Equal Employment Opportunity Commission (EEOC), while proactively mitigating organizational risk by identifying creative, reasonable accommodation solutions that enable associates to perform the essential functions of their roles. This role partners closely with Legal, Business Unit HR, Corporate Technology, and other stakeholders to influence outcomes and deliver tailored solutions. You will also play a key role in shaping strategy that advances accessibility, inclusion, and equitable associate experiences across the enterprise.
The Expertise and Skills You Bring
Demonstrated experience supporting leave of absence and ADA accommodations.
Working knowledge of ADA/ADAAA, accessibility standards, EEOC guidance, workplace accommodations, and FMLA.
Proven ability to lead, coach, and develop a team of Accommodations Advisors and LOA/Accommodation Administrators through clear, constructive performance feedback
Oversee the interactive accommodation process, ensuring compliant, reasonable, and effective solutions.
Partner with Legal, HR, Corporate Technology, and business leaders to assess complex cases and mitigate risk.
Ensure compliance with EEOC guidance, federal regulations, and internal policies.
Co-lead quality review and continuous improvement initiatives to drive consistency and accuracy.
Analyze complex and sensitive cases to balance associate needs with business and organizational requirements.
Develop and support enterprise-wide training and standard practices related to leave and accommodations.
Experience identifying and implementing process improvements and standard practices.
Strong interpersonal, consulting, and influencing skills across all levels of the organization.
Strong written and verbal communication skills, including case documentation and customized correspondence.
Excellent time management and organizational skills in a high-volume environment.
High level of discretion, professionalism, and judgment when managing sensitive matters.
Self-motivated problem solver with a strong sense of ownership and accountability.
Note: Fidelity will not provide immigration sponsorship for this position.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Billing
We are looking for an experienced senior leader who is passionate about the strategic use of data, people, and processes to lead a complex, high-scale, and control intensive billing function that supports a number of Fidelity’s businesses and products. This role is accountable for the accuracy, integrity, and resiliency of billing operations that process billions of dollars in revenue annually and will help to evolve billing into a strategic platform capability that enables growth, transparency, and speed to market. As part of this evolution, you will be the sponsor of our multi-year billing modernization program, driving straight-through processing and increased scale and efficiency within the billing function. Central to this will be partnering with the billing team and technology groups to create a roadmap that enables meaningful incremental process improvements and eliminates manual processes. This roadmap must balance modernization and automation with strong governance, risk management, and control design, ensuring operational resilience while enabling greater flexibility and scalability for new products, pricing models, and partnerships. The Head of Billing is expected to maintain an unwavering focus on controls, audit readiness, and regulatory compliance, while also challenging the organization to rethink how billing capabilities can reduce friction, improve client experience, and support strategic business outcomes.
The Team
The Fidelity Institutional billing team is a centralized function which supports the billing and the revenue collection for the FundsNetwork platform; the revenue and expense charges for our Clearing and Custody clients; the Third-Party payments for Fidelity Advisor; and the billing and collection of 12b-1 trails. The team that is supporting this function is highly engaged in automation efforts, working across the Fidelity enterprise to ensure appropriate controls are built into the negotiation, pricing and contracting processes to ensure a streamlined, supportable billing setup. The team works with many of the operations groups that support the functions on our brokerage platform. It is critical to have an understanding of back-office processes to ensure the billing system is billing correctly and to forecast how changes made may impact billing processes. The team also works closely with a diverse set of product teams to ensure billing can effectively support the products at launch. The overarching mission of the team is to adhere to the client contracts and ensure Fidelity is billing appropriately for the services we are providing. The associates within the team are responsible for billing our clients, providing outstanding service by responding quickly to their inquiries, collaborating with finance and accounting, and being available to assist on any audit requests. This role will lead the team through evolution and will help shape how billing is viewed across Fidelity —not only as a critical operational and financial control function, but as a strategic enabler of product innovation, partner relationships, and long-term growth.
The Expertise You Have
• Demonstrated experience leading complex, high-risk billing or revenue operations in a highly regulated environment, with deep appreciation for controls, audit, and regulatory expectations.
• Experience partnering with Product, Technology, Finance, Risk, and Legal teams to translate complex pricing, contractual, and regulatory requirements into scalable billing solutions.
• Ability to systematically gather information from a variety of sources, analyze information, identify implications of data, draw conclusions, generate alternatives and solutions, and evaluate the consequences of choosing each alternative using quality metrics and data.
• Looks for opportunities to innovate and take thoughtful, well-governed risks to get things done better and faster using a minimum viable product approach, without compromising accuracy, controls, or client trust.
• Demonstrated ability to partner across multiple teams and business units to develop coordinated approaches and solutions
• Ability to think strategically about platform capabilities and business outcomes while maintaining discipline around risk management and operational integrity.
• Demonstrated effectiveness at driving operational efficiencies across the organization
• Creative leader that comfortably uses data to make decisions and balanced story telling
• Significant experience in building and leading an operational or billing team in support of financial and strategic processes and initiatives
• Passion for excellence and a desire to learn and to improve support strategies, processes, and procedures. You must be adaptable to change, work well under pressure, and be able to multi-task, while maintaining a positive outlook.
• Bachelor’s degree in Finance/Accounting or equivalent and 15+ years of experience, or master’s degree with 12+ years of experience
• Series 27 preferred or ability to obtain license within 3-6 months with manager approval
The Skills You Bring
• Executive level presence, communication, and organizational skills to effectively influence firm leadership on prudent courses of action.
• Outstanding leadership and management skills who can recruit, retain, mentor, and develop talent.
• Significant experience leading operational teams and large initiatives
• Business and technology savvy strategic problem solver who drives innovative process and technology solutions within a strong risk, control, and governance framework.
• High-energy, positive, and entrepreneurial in spirit, while goal-oriented and results-driven. Balances pace over perfection within a risk-based decision framework that separates the critical and important from the trivial.
• Impactful communicator who is direct, plain spoken, and “tells it like it is” with a genuine/authentic demeanor, while enabling candid debate. Know when and how to raise and escalate a problem with creative solutions.
The Value You Deliver
• Billing processes – Execute and lead all aspects of the billing program across Fidelity Institutional, ensuring accuracy, resiliency, and strong controls while continuously evolving the billing platform to better support business and client needs.
• Support new business & product growth – Serve as a strategic thought partner to product and business leaders, helping shape pricing and commercial models that are operationally sound, scalable, and well-controlled. Define, build and deploy new revenue opportunities. Define project plan and deliverables for MVP and beyond, committing billing resources to support the product as needed and ensuring the product teams are well versed in the billing processes.
• Talent – Evaluate, upgrade and encourage talent across a team of billing and finance professionals. Success will depend on identifying and developing high quality successors for key roles, developing needed skills, crafting a culture of inclusion, and growing associate mobility.
• Help drive the billing technology strategy and roadmap to effectively and efficiently support our business, balancing modernization and simplification with operational stability, regulatory expectations, and risk management, and enabling the billing team to reduce manual tasks and create straight-through processing.
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Billing
We are looking for an experienced senior leader who is passionate about the strategic use of data, people, and processes to lead a complex, high-scale, and control intensive billing function that supports a number of Fidelity’s businesses and products. This role is accountable for the accuracy, integrity, and resiliency of billing operations that process billions of dollars in revenue annually and will help to evolve billing into a strategic platform capability that enables growth, transparency, and speed to market. As part of this evolution, you will be the sponsor of our multi-year billing modernization program, driving straight-through processing and increased scale and efficiency within the billing function. Central to this will be partnering with the billing team and technology groups to create a roadmap that enables meaningful incremental process improvements and eliminates manual processes. This roadmap must balance modernization and automation with strong governance, risk management, and control design, ensuring operational resilience while enabling greater flexibility and scalability for new products, pricing models, and partnerships. The Head of Billing is expected to maintain an unwavering focus on controls, audit readiness, and regulatory compliance, while also challenging the organization to rethink how billing capabilities can reduce friction, improve client experience, and support strategic business outcomes.
The Team
The Fidelity Institutional billing team is a centralized function which supports the billing and the revenue collection for the FundsNetwork platform; the revenue and expense charges for our Clearing and Custody clients; the Third-Party payments for Fidelity Advisor; and the billing and collection of 12b-1 trails. The team that is supporting this function is highly engaged in automation efforts, working across the Fidelity enterprise to ensure appropriate controls are built into the negotiation, pricing and contracting processes to ensure a streamlined, supportable billing setup. The team works with many of the operations groups that support the functions on our brokerage platform. It is critical to have an understanding of back-office processes to ensure the billing system is billing correctly and to forecast how changes made may impact billing processes. The team also works closely with a diverse set of product teams to ensure billing can effectively support the products at launch. The overarching mission of the team is to adhere to the client contracts and ensure Fidelity is billing appropriately for the services we are providing. The associates within the team are responsible for billing our clients, providing outstanding service by responding quickly to their inquiries, collaborating with finance and accounting, and being available to assist on any audit requests. This role will lead the team through evolution and will help shape how billing is viewed across Fidelity —not only as a critical operational and financial control function, but as a strategic enabler of product innovation, partner relationships, and long-term growth.
The Expertise You Have
• Demonstrated experience leading complex, high-risk billing or revenue operations in a highly regulated environment, with deep appreciation for controls, audit, and regulatory expectations.
• Experience partnering with Product, Technology, Finance, Risk, and Legal teams to translate complex pricing, contractual, and regulatory requirements into scalable billing solutions.
• Ability to systematically gather information from a variety of sources, analyze information, identify implications of data, draw conclusions, generate alternatives and solutions, and evaluate the consequences of choosing each alternative using quality metrics and data.
• Looks for opportunities to innovate and take thoughtful, well-governed risks to get things done better and faster using a minimum viable product approach, without compromising accuracy, controls, or client trust.
• Demonstrated ability to partner across multiple teams and business units to develop coordinated approaches and solutions
• Ability to think strategically about platform capabilities and business outcomes while maintaining discipline around risk management and operational integrity.
• Demonstrated effectiveness at driving operational efficiencies across the organization
• Creative leader that comfortably uses data to make decisions and balanced story telling
• Significant experience in building and leading an operational or billing team in support of financial and strategic processes and initiatives
• Passion for excellence and a desire to learn and to improve support strategies, processes, and procedures. You must be adaptable to change, work well under pressure, and be able to multi-task, while maintaining a positive outlook.
• Bachelor’s degree in Finance/Accounting or equivalent and 15+ years of experience, or master’s degree with 12+ years of experience
• Series 27 preferred or ability to obtain license within 3-6 months with manager approval
The Skills You Bring
• Executive level presence, communication, and organizational skills to effectively influence firm leadership on prudent courses of action.
• Outstanding leadership and management skills who can recruit, retain, mentor, and develop talent.
• Significant experience leading operational teams and large initiatives
• Business and technology savvy strategic problem solver who drives innovative process and technology solutions within a strong risk, control, and governance framework.
• High-energy, positive, and entrepreneurial in spirit, while goal-oriented and results-driven. Balances pace over perfection within a risk-based decision framework that separates the critical and important from the trivial.
• Impactful communicator who is direct, plain spoken, and “tells it like it is” with a genuine/authentic demeanor, while enabling candid debate. Know when and how to raise and escalate a problem with creative solutions.
The Value You Deliver
• Billing processes – Execute and lead all aspects of the billing program across Fidelity Institutional, ensuring accuracy, resiliency, and strong controls while continuously evolving the billing platform to better support business and client needs.
• Support new business & product growth – Serve as a strategic thought partner to product and business leaders, helping shape pricing and commercial models that are operationally sound, scalable, and well-controlled. Define, build and deploy new revenue opportunities. Define project plan and deliverables for MVP and beyond, committing billing resources to support the product as needed and ensuring the product teams are well versed in the billing processes.
• Talent – Evaluate, upgrade and encourage talent across a team of billing and finance professionals. Success will depend on identifying and developing high quality successors for key roles, developing needed skills, crafting a culture of inclusion, and growing associate mobility.
• Help drive the billing technology strategy and roadmap to effectively and efficiently support our business, balancing modernization and simplification with operational stability, regulatory expectations, and risk management, and enabling the billing team to reduce manual tasks and create straight-through processing.
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Cloud Database Engineer
The Role
The Institutional Brokerage Database Services Center of Excellence (COE) requires a highly competent and highly motivated Senior Cloud Database Engineer with strong technical skills to support challenging mission critical database platforms. This position would provide an excellent opportunity to work on leading database technologies like Oracle, Postgres, Distributed SQL, NoSQL, Snowflake etc. It is a great place to experience and learn end-to-end DBA service capabilities. In this role, you will:
Establish database standards for operations, upgrades, migrations and onboarding new applications and/or clients.
Diagnose problem areas and develop solutions and/or workarounds by writing clear, concise, well-coordinated technical documentation to maintain standards and procedures.
Monitor, configure, and maintain database platforms to ensure optimal performance, capacity planning, system health, and availability, proactively responding to alerts and rapidly diagnosing and resolving performance or stability issues.
Support existing infrastructure, integrate new features, and implement the data architecture of the organization.
Develop methods to seamlessly integrate products together, including customizing commercial databases to fit specific needs.
Collaborate with project managers, systems analysts, engineers, application teams, customers, and enterprise partners—including Systems Administration, Cyber Security, and Capacity Planning—to align database solutions with technical, operational, and business requirements.
Perform application database administration (Oracle/Postgres) across all phases of the SDLC, including SQL code review, performance analysis and query tuning, logical and physical data modeling, database application design, and development support.
Participate in proof-of-concept (POCs) efforts to evaluate and enable new technology solutions.
Design and implement highly resilient and performing Oracle database platforms, using distributed database technologies.
Participate in 24X7 on call rotation schedule for various production support, database maintenance, housekeeping and installations.
Establish Continuous Integration and Continuous Delivery (CI/CD) pipelines to deploy code and services to Amazon Web Services (AWS) using Cloud based data platforms.
The Expertise and Skills You Bring
5+ years of experience in Oracle Database technologies with very proven understanding of end-to-end database tech-stack including Exadata and provide technical leadership for strategic projects.
3+ years of Cloud experience, AWS is preferred.
5+ experience in Oracle Database Administration / Performance Engineering / Replication Engineering across multiple platforms -- Linux and Engineered systems.
1+ experience in DB performance for other database platforms (Postgres, CockroachDB, Snowflake, Cassandra, MS SQL Server, etc.) across multiple platforms -- Linux and Engineered systems.
5+ years of experience in Distributed replication technologies (Oracle Goldengate, EDB Replication, etc.) preferred.
Experience with cloud databases platforms (AWS/Azure/Oracle OCI certification is helpful), on both Linux and Windows environments.
Possess domain expertise in Oracle internals, Optimizer, Statistics management, Partition management, Physical implementation and Workload management for highly scalable and resilient database platforms.
Possess sophisticated skills in Query Performance Tuning and Optimization (PTO), Oracle Enterprise Manager Grid control (OEM 12c), Linux shell scripting, and writing database monitoring jobs in PL/SQL.
A good understanding of Oracle RAC related performance challenges
Ability to develop and drive database performance standards, standard methodologies and initiatives. Perform applications database administration (Oracle/Postgres) services including SQL code review, performance analysis, query tuning, database application design, physical data modeling, development support and Engineering.
The Team
The Fidelity Institutional Technology, Database Center of Excellence (COE), provides business facing database solutions, encompassing the application/business aspects of databases, including database design, solution design, database engineering, application-data-database integration, data replication, performance consulting, deployment, and support, using world-class methodologies & technologies. This team provides end to end DBA services for distributed database technologies like Oracle, Postgres, NoSQL, Snowflake, SQL server, etc.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Cloud Database Engineer
The Role
The Institutional Brokerage Database Services Center of Excellence (COE) requires a highly competent and highly motivated Senior Cloud Database Engineer with strong technical skills to support challenging mission critical database platforms. This position would provide an excellent opportunity to work on leading database technologies like Oracle, Postgres, Distributed SQL, NoSQL, Snowflake etc. It is a great place to experience and learn end-to-end DBA service capabilities. In this role, you will:
Establish database standards for operations, upgrades, migrations and onboarding new applications and/or clients.
Diagnose problem areas and develop solutions and/or workarounds by writing clear, concise, well-coordinated technical documentation to maintain standards and procedures.
Monitor, configure, and maintain database platforms to ensure optimal performance, capacity planning, system health, and availability, proactively responding to alerts and rapidly diagnosing and resolving performance or stability issues.
Support existing infrastructure, integrate new features, and implement the data architecture of the organization.
Develop methods to seamlessly integrate products together, including customizing commercial databases to fit specific needs.
Collaborate with project managers, systems analysts, engineers, application teams, customers, and enterprise partners—including Systems Administration, Cyber Security, and Capacity Planning—to align database solutions with technical, operational, and business requirements.
Perform application database administration (Oracle/Postgres) across all phases of the SDLC, including SQL code review, performance analysis and query tuning, logical and physical data modeling, database application design, and development support.
Participate in proof-of-concept (POCs) efforts to evaluate and enable new technology solutions.
Design and implement highly resilient and performing Oracle database platforms, using distributed database technologies.
Participate in 24X7 on call rotation schedule for various production support, database maintenance, housekeeping and installations.
Establish Continuous Integration and Continuous Delivery (CI/CD) pipelines to deploy code and services to Amazon Web Services (AWS) using Cloud based data platforms.
The Expertise and Skills You Bring
5+ years of experience in Oracle Database technologies with very proven understanding of end-to-end database tech-stack including Exadata and provide technical leadership for strategic projects.
3+ years of Cloud experience, AWS is preferred.
5+ experience in Oracle Database Administration / Performance Engineering / Replication Engineering across multiple platforms -- Linux and Engineered systems.
1+ experience in DB performance for other database platforms (Postgres, CockroachDB, Snowflake, Cassandra, MS SQL Server, etc.) across multiple platforms -- Linux and Engineered systems.
5+ years of experience in Distributed replication technologies (Oracle Goldengate, EDB Replication, etc.) preferred.
Experience with cloud databases platforms (AWS/Azure/Oracle OCI certification is helpful), on both Linux and Windows environments.
Possess domain expertise in Oracle internals, Optimizer, Statistics management, Partition management, Physical implementation and Workload management for highly scalable and resilient database platforms.
Possess sophisticated skills in Query Performance Tuning and Optimization (PTO), Oracle Enterprise Manager Grid control (OEM 12c), Linux shell scripting, and writing database monitoring jobs in PL/SQL.
A good understanding of Oracle RAC related performance challenges
Ability to develop and drive database performance standards, standard methodologies and initiatives. Perform applications database administration (Oracle/Postgres) services including SQL code review, performance analysis, query tuning, database application design, physical data modeling, development support and Engineering.
The Team
The Fidelity Institutional Technology, Database Center of Excellence (COE), provides business facing database solutions, encompassing the application/business aspects of databases, including database design, solution design, database engineering, application-data-database integration, data replication, performance consulting, deployment, and support, using world-class methodologies & technologies. This team provides end to end DBA services for distributed database technologies like Oracle, Postgres, NoSQL, Snowflake, SQL server, etc.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Cloud Database Engineer
The Role
The Institutional Brokerage Database Services Center of Excellence (COE) requires a highly competent and highly motivated Senior Cloud Database Engineer with strong technical skills to support challenging mission critical database platforms. This position would provide an excellent opportunity to work on leading database technologies like Oracle, Postgres, Distributed SQL, NoSQL, Snowflake etc. It is a great place to experience and learn end-to-end DBA service capabilities. In this role, you will:
Establish database standards for operations, upgrades, migrations and onboarding new applications and/or clients.
Diagnose problem areas and develop solutions and/or workarounds by writing clear, concise, well-coordinated technical documentation to maintain standards and procedures.
Monitor, configure, and maintain database platforms to ensure optimal performance, capacity planning, system health, and availability, proactively responding to alerts and rapidly diagnosing and resolving performance or stability issues.
Support existing infrastructure, integrate new features, and implement the data architecture of the organization.
Develop methods to seamlessly integrate products together, including customizing commercial databases to fit specific needs.
Collaborate with project managers, systems analysts, engineers, application teams, customers, and enterprise partners—including Systems Administration, Cyber Security, and Capacity Planning—to align database solutions with technical, operational, and business requirements.
Perform application database administration (Oracle/Postgres) across all phases of the SDLC, including SQL code review, performance analysis and query tuning, logical and physical data modeling, database application design, and development support.
Participate in proof-of-concept (POCs) efforts to evaluate and enable new technology solutions.
Design and implement highly resilient and performing Oracle database platforms, using distributed database technologies.
Participate in 24X7 on call rotation schedule for various production support, database maintenance, housekeeping and installations.
Establish Continuous Integration and Continuous Delivery (CI/CD) pipelines to deploy code and services to Amazon Web Services (AWS) using Cloud based data platforms.
The Expertise and Skills You Bring
5+ years of experience in Oracle Database technologies with very proven understanding of end-to-end database tech-stack including Exadata and provide technical leadership for strategic projects.
3+ years of Cloud experience, AWS is preferred.
5+ experience in Oracle Database Administration / Performance Engineering / Replication Engineering across multiple platforms -- Linux and Engineered systems.
1+ experience in DB performance for other database platforms (Postgres, CockroachDB, Snowflake, Cassandra, MS SQL Server, etc.) across multiple platforms -- Linux and Engineered systems.
5+ years of experience in Distributed replication technologies (Oracle Goldengate, EDB Replication, etc.) preferred.
Experience with cloud databases platforms (AWS/Azure/Oracle OCI certification is helpful), on both Linux and Windows environments.
Possess domain expertise in Oracle internals, Optimizer, Statistics management, Partition management, Physical implementation and Workload management for highly scalable and resilient database platforms.
Possess sophisticated skills in Query Performance Tuning and Optimization (PTO), Oracle Enterprise Manager Grid control (OEM 12c), Linux shell scripting, and writing database monitoring jobs in PL/SQL.
A good understanding of Oracle RAC related performance challenges
Ability to develop and drive database performance standards, standard methodologies and initiatives. Perform applications database administration (Oracle/Postgres) services including SQL code review, performance analysis, query tuning, database application design, physical data modeling, development support and Engineering.
The Team
The Fidelity Institutional Technology, Database Center of Excellence (COE), provides business facing database solutions, encompassing the application/business aspects of databases, including database design, solution design, database engineering, application-data-database integration, data replication, performance consulting, deployment, and support, using world-class methodologies & technologies. This team provides end to end DBA services for distributed database technologies like Oracle, Postgres, NoSQL, Snowflake, SQL server, etc.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 have an exciting sales opportunity based in Charlotte, NC working with Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include:
The Expertise and Skills You Bring
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
As a Regional Director your primary responsibility will be supporting and driving sales through Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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!
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!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Associate Client Service Manager (CSM) is part of the Client Service Management, DC Plan Services organization and is the primary client facing associate responsible for the operational integrity of the plan. The Associate CSM operates in a service team environment and is accountable for plan level record keeping and operational activities related to the Tax Exempt Small Market segment and divisional church plans who use the Simplified Contribution Platform (SCP), for example Church Pension Group. The Tax Exempt Small Market consists of 7,000 clients, totaling $21B in assets.
The CSM establishes, maintains and manages daily client relationships with client decision makers, who are responsible for operational plan design and overseeing ongoing administration. In addition, they coordinate and prioritize the efforts of the operational service team including serving as the point of escalation for plan level operational issues. This role supports clients in a 'pooled' service model so the CSM provides both Plan-Level (CSM) and Participant-Level (CSA) support to customers. There is no aligned book of business for this role.
This will be a primarily phone-based role, typically taking 10-20 inbound calls from plan administrators per day, depending on the time of year (ex: volume will be higher during year end). Service requests, emails, projects, and other responsibilities will fill in the downtime in between calls. Our hours of operation are 8:00AM - 6:00PM ET.
Primary Responsibilities
Respond to TEM Small Market and SCP client phone calls related to plan and participant-level issues
Respond to client emails regarding the Simplified Contribution Platform
For Tax Exempt Small Market clients, submit projects for plan-level changes/enhancements (roth, loans, hardship, etc.)
Provide PSW/SCP training and support to clients
Collaborate with internal business partners (CAR, MI, MO, TRS, NQ) to ensure that client escalations are responded to timely
Respond timely to internal requests for TEM Small Market clients (COMM items)
Point of escalation for operational issues and service recovery efforts
Obtain formal direction from client from proper authorized requestor as required
Provides education/training on service changes
Review changes to ensure they were made according to request
Performs recurring tasks (reporting, fees, etc) in support of Third Party Administrators for TEM Small Market clients
Assist the CSM Work Group Leaders and Manager with special projects and management routines
The Associate CSM will be cross trained to support TEM Core and TEM Large Market clients as volume demands (during year end, etc)
Education and Experience
Bachelor's degree preferred
3-5 years of relevant experience, preferably with 2 being in defined contribution
Experience establishing and maintaining relationships with key client operational decision makers
Experience facilitating client interactions (phone, face to face)
Skills and Knowledge
Demonstrates a strong knowledge of industry trends and issues, Fidelity processes, procedures, services, and apply knowledge to the client business objectives and needs
Maintain control of situations through appropriate positioning and escalation
Critical thinking
Have mastered influencing skills and active listening
Top notch client skills
Has extremely strong consultative skills
Takes control of situations, brings teams together and facilitates problem solving
Feels fully accountable and drives ownership
Strong regulatory knowledge of 403 (b) plans,
Ability to be a leader in a team environment, demonstrates the ability to get things done; demonstrates confidence in building a case with a successful outcome; and proven ability and success in identifying issues, identify solutions and determine and act upon best solution
Demonstrated ability to negotiate with clients and all business partners
Technical and operations knowledge
Ability to set priorities, meet goals and deadlines
Use of judgment and ability to influence and execute strategies with clients
Customer service oriented, including the ability to represent firm in post-sale meetings and ongoing relationship
Microsoft Office applications are a plus
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Note: Fidelity will not provide immigration sponsorship for this position
The Associate Client Service Manager (CSM) is part of the Client Service Management, DC Plan Services organization and is the primary client facing associate responsible for the operational integrity of the plan. The Associate CSM operates in a service team environment and is accountable for plan level record keeping and operational activities related to the Tax Exempt Small Market segment and divisional church plans who use the Simplified Contribution Platform (SCP), for example Church Pension Group. The Tax Exempt Small Market consists of 7,000 clients, totaling $21B in assets.
The CSM establishes, maintains and manages daily client relationships with client decision makers, who are responsible for operational plan design and overseeing ongoing administration. In addition, they coordinate and prioritize the efforts of the operational service team including serving as the point of escalation for plan level operational issues. This role supports clients in a 'pooled' service model so the CSM provides both Plan-Level (CSM) and Participant-Level (CSA) support to customers. There is no aligned book of business for this role.
This will be a primarily phone-based role, typically taking 10-20 inbound calls from plan administrators per day, depending on the time of year (ex: volume will be higher during year end). Service requests, emails, projects, and other responsibilities will fill in the downtime in between calls. Our hours of operation are 8:00AM - 6:00PM ET.
Primary Responsibilities
Respond to TEM Small Market and SCP client phone calls related to plan and participant-level issues
Respond to client emails regarding the Simplified Contribution Platform
For Tax Exempt Small Market clients, submit projects for plan-level changes/enhancements (roth, loans, hardship, etc.)
Provide PSW/SCP training and support to clients
Collaborate with internal business partners (CAR, MI, MO, TRS, NQ) to ensure that client escalations are responded to timely
Respond timely to internal requests for TEM Small Market clients (COMM items)
Point of escalation for operational issues and service recovery efforts
Obtain formal direction from client from proper authorized requestor as required
Provides education/training on service changes
Review changes to ensure they were made according to request
Performs recurring tasks (reporting, fees, etc) in support of Third Party Administrators for TEM Small Market clients
Assist the CSM Work Group Leaders and Manager with special projects and management routines
The Associate CSM will be cross trained to support TEM Core and TEM Large Market clients as volume demands (during year end, etc)
Education and Experience
Bachelor's degree preferred
3-5 years of relevant experience, preferably with 2 being in defined contribution
Experience establishing and maintaining relationships with key client operational decision makers
Experience facilitating client interactions (phone, face to face)
Skills and Knowledge
Demonstrates a strong knowledge of industry trends and issues, Fidelity processes, procedures, services, and apply knowledge to the client business objectives and needs
Maintain control of situations through appropriate positioning and escalation
Critical thinking
Have mastered influencing skills and active listening
Top notch client skills
Has extremely strong consultative skills
Takes control of situations, brings teams together and facilitates problem solving
Feels fully accountable and drives ownership
Strong regulatory knowledge of 403 (b) plans,
Ability to be a leader in a team environment, demonstrates the ability to get things done; demonstrates confidence in building a case with a successful outcome; and proven ability and success in identifying issues, identify solutions and determine and act upon best solution
Demonstrated ability to negotiate with clients and all business partners
Technical and operations knowledge
Ability to set priorities, meet goals and deadlines
Use of judgment and ability to influence and execute strategies with clients
Customer service oriented, including the ability to represent firm in post-sale meetings and ongoing relationship
Microsoft Office applications are a plus
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Exciting opportunity to join Fidelity Institution and be part of WAMS turnkey model portfolio business. Responsibilities include:
Sales Execution & Advisor Engagement: Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales by aligning solutions with advisor needs and firm priorities.
Client Growth & Development: Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement. Pursue new advisor relationships to grow the model portfolio footprint across the BD segment
Product/Platform Expertise and Competitor Knowledge: Maintain deep knowledge of Fidelity’s model portfolio offerings, investment philosophy, and platform capabilities. Proficient with competitor capabilities and Fidelity differentiation
Territory Management and Distribution Partner Collaboration: Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits to maximize advisor reach and penetration. Maintain consistent activity across segmented advisor groups, ensuring strategic coverage and follow-up.
Wholesaler Collaboration: Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy. Provide product expertise and deal support to enhance wholesaler effectiveness and drive advisor conversion.
Centers of Influence & Strategic Partnerships: Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment and coordinated execution. Leverage strategic relationships to support advisor adoption and enhance Fidelity’s presence in the managed solutions space.
The Expertise and Skills You Bring
Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.
Series 7 & 63 licenses required (pass within 90 days)
10+ years of financial services experience
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Exciting opportunity to join Fidelity Institution and be part of WAMS turnkey model portfolio business. Responsibilities include:
Sales Execution & Advisor Engagement: Drive adoption of Fidelity’s turnkey model portfolios by engaging advisors through impactful meetings and converting leads into sales by aligning solutions with advisor needs and firm priorities.
Client Growth & Development: Expand usage within existing advisor relationships by identifying new opportunities and deepening engagement. Pursue new advisor relationships to grow the model portfolio footprint across the BD segment
Product/Platform Expertise and Competitor Knowledge: Maintain deep knowledge of Fidelity’s model portfolio offerings, investment philosophy, and platform capabilities. Proficient with competitor capabilities and Fidelity differentiation
Territory Management and Distribution Partner Collaboration: Execute hybrid territory coverage plans, balancing virtual engagement with in-person visits to maximize advisor reach and penetration. Maintain consistent activity across segmented advisor groups, ensuring strategic coverage and follow-up.
Wholesaler Collaboration: Partner with wholesalers in joint meetings to promote turnkey model portfolios and support broader managed solutions strategy. Provide product expertise and deal support to enhance wholesaler effectiveness and drive advisor conversion.
Centers of Influence & Strategic Partnerships: Engage with key contacts across Envestnet, Tier 1 firms, and the CoreWealth division to ensure alignment and coordinated execution. Leverage strategic relationships to support advisor adoption and enhance Fidelity’s presence in the managed solutions space.
The Expertise and Skills You Bring
Bachelor's degree required. MBA, CFA or equivalent graduate degree a plus.
Series 7 & 63 licenses required (pass within 90 days)
10+ years of financial services experience
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
We are dedicated to the intermediary and institutional marketplace, Broker Dealers, Registered Investment Advisors, and financial advisors. We are a gateway to Fidelity’s broad and deep institutional investment management products and capabilities in equity, fixed-income, high-income and global asset allocation. We are passionate about overall client satisfaction and participation in key initiatives sought at retaining or gaining new assets are important components to the success of Fidelity Institutional. We have a direct impact on revenue and profitability for the firm. However, our most critical skill is our ability to listen to our clients, so we can respond with purpose and conviction!
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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
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.
The base salary range for this position is $107,000-216,000 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.
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 highly skilled Technical Product Manager to lead product development within the Fidelity Center for Applied Technology (FCAT) new product and technology incubators. As a Technical Product Manager, you will be responsible for leveraging cutting-edge technologies, including Blockchain, Artificial Intelligence, Emerging Technology, and human-centered design to rapidly move blue-sky ideas to proofs of concepts (POCs), pilots, and minimum viable products (MVPs), and finally to scaled products in production.
The Expertise and Skills You Bring
The Team
This role is a key driver of innovation for FCAT, and will work across multiple incubators and business products (both in support of existing Fidelity Business units as well as with new businesses that FCAT has set up and may set up in the future). This role will contribute towards the FCAT product management practice of leveraging emerging technologies and these findings from FCAT may influence the broader Fidelity organization’s adoption of these types of new and emerging technologies.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
We are seeking a highly skilled Technical Product Manager to lead product development within the Fidelity Center for Applied Technology (FCAT) new product and technology incubators. As a Technical Product Manager, you will be responsible for leveraging cutting-edge technologies, including Blockchain, Artificial Intelligence, Emerging Technology, and human-centered design to rapidly move blue-sky ideas to proofs of concepts (POCs), pilots, and minimum viable products (MVPs), and finally to scaled products in production.
The Expertise and Skills You Bring
The Team
This role is a key driver of innovation for FCAT, and will work across multiple incubators and business products (both in support of existing Fidelity Business units as well as with new businesses that FCAT has set up and may set up in the future). This role will contribute towards the FCAT product management practice of leveraging emerging technologies and these findings from FCAT may influence the broader Fidelity organization’s adoption of these types of new and emerging technologies.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
We are seeking a highly skilled Technical Product Manager to lead product development within the Fidelity Center for Applied Technology (FCAT) new product and technology incubators. As a Technical Product Manager, you will be responsible for leveraging cutting-edge technologies, including Blockchain, Artificial Intelligence, Emerging Technology, and human-centered design to rapidly move blue-sky ideas to proofs of concepts (POCs), pilots, and minimum viable products (MVPs), and finally to scaled products in production.
The Expertise and Skills You Bring
The Team
This role is a key driver of innovation for FCAT, and will work across multiple incubators and business products (both in support of existing Fidelity Business units as well as with new businesses that FCAT has set up and may set up in the future). This role will contribute towards the FCAT product management practice of leveraging emerging technologies and these findings from FCAT may influence the broader Fidelity organization’s adoption of these types of new and emerging technologies.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Role
We are seeking a highly skilled Technical Product Manager to lead product development within the Fidelity Center for Applied Technology (FCAT) new product and technology incubators. As a Technical Product Manager, you will be responsible for leveraging cutting-edge technologies, including Blockchain, Artificial Intelligence, Emerging Technology, and human-centered design to rapidly move blue-sky ideas to proofs of concepts (POCs), pilots, and minimum viable products (MVPs), and finally to scaled products in production.
The Expertise and Skills You Bring
The Team
This role is a key driver of innovation for FCAT, and will work across multiple incubators and business products (both in support of existing Fidelity Business units as well as with new businesses that FCAT has set up and may set up in the future). This role will contribute towards the FCAT product management practice of leveraging emerging technologies and these findings from FCAT may influence the broader Fidelity organization’s adoption of these types of new and emerging technologies.
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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.
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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Quant Developer
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.
The base salary range for this position is $107,000-216,000 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.
Principal Quant Developer
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.
The base salary range for this position is $107,000-216,000 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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Operational Excellence, Business Transformation and Strategy Delivery
Note: Fidelity does not provide immigration sponsorship for this role.
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 possess strategic business assessment capabilities that demonstrate your ability to discern complex information and translate it into a usable framework, option framing, and measurable path to success. You will regularly collaborate with business leaders at all levels and their teams to analyze and assess processes and design, develop, and deploy solutions. Directors quickly become proficient on detailed and complicated subject matter to develop recommendations and requirements for business improvement. You will also evolve the tools and standards we apply to optimize our team's value proposition.
The Expertise and Skills You Bring
Successful candidates will be able to demonstrate and share examples of their prior experience, and how it aligns to the expertise and skills listed below:
8+ years of in role experience delivering quantifiable value and business performance improvement results via operational changes in large organizations
Supporting Business Operations Teams to identify business problems, generate solutions, plan and implement changes that improve business performance
Leading large-scale initiatives with multiple workstreams, from concept to implementation
Working independently to achieve expected business outcomes and operational excellence
Delivering the expected results with high Business partner satisfaction and within the schedule and budget
Designing, redesigning, and improving business processes using six sigma, lean and quality management standard methodologies
Experience with digital solutions and ability to facilitate operations and technical teams to automate manual processes
Conducting process and data analysis including cost benefit analysis, modeling, process mapping, and data flows
Business writing and creating content in PowerPoint to effectively tell a story and influence leadership across all levels
Passion for improving all aspects of our business and removing operational friction
Strength in translating quantitative analysis into insights that support unbiased recommendations
Problem-solving that is underpinned by a keen understanding of objectives, an innovative spirit, and practicality
Options and recommendations generation via top-down structuring and value analysis
Ability to synthesize requirements for user experiences, business capabilities, and technology enablers
Curiosity to explore root causes of ambiguous business situations through interviews, analytic research, and investigation
Communication that is clear and concise verbally and is impactful and easy to consume in written and visual form
Skilled facilitation of large working sessions of cross-functional team members
Accountability for outcomes that are often achieved through partnerships and influence of peers and leaders
Program leadership across multiple workstreams and complex business scenarios
Adaptability to evolving and sometimes ambiguous business challenges
Effective at navigating complexity and creating focus on what truly matters
External management consulting or internal business center of excellence experience
Financial Services / Benefits Outsourcing industries experience, preferred
The Team
Performance Delivery is a center of excellence, serving as an internal consultancy to aid business leaders with crafting strategy and steering the development and deployment of leading practices and 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Operational Excellence, Business Transformation and Strategy Delivery
Note: Fidelity does not provide immigration sponsorship for this role.
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 possess strategic business assessment capabilities that demonstrate your ability to discern complex information and translate it into a usable framework, option framing, and measurable path to success. You will regularly collaborate with business leaders at all levels and their teams to analyze and assess processes and design, develop, and deploy solutions. Directors quickly become proficient on detailed and complicated subject matter to develop recommendations and requirements for business improvement. You will also evolve the tools and standards we apply to optimize our team's value proposition.
The Expertise and Skills You Bring
Successful candidates will be able to demonstrate and share examples of their prior experience, and how it aligns to the expertise and skills listed below:
8+ years of in role experience delivering quantifiable value and business performance improvement results via operational changes in large organizations
Supporting Business Operations Teams to identify business problems, generate solutions, plan and implement changes that improve business performance
Leading large-scale initiatives with multiple workstreams, from concept to implementation
Working independently to achieve expected business outcomes and operational excellence
Delivering the expected results with high Business partner satisfaction and within the schedule and budget
Designing, redesigning, and improving business processes using six sigma, lean and quality management standard methodologies
Experience with digital solutions and ability to facilitate operations and technical teams to automate manual processes
Conducting process and data analysis including cost benefit analysis, modeling, process mapping, and data flows
Business writing and creating content in PowerPoint to effectively tell a story and influence leadership across all levels
Passion for improving all aspects of our business and removing operational friction
Strength in translating quantitative analysis into insights that support unbiased recommendations
Problem-solving that is underpinned by a keen understanding of objectives, an innovative spirit, and practicality
Options and recommendations generation via top-down structuring and value analysis
Ability to synthesize requirements for user experiences, business capabilities, and technology enablers
Curiosity to explore root causes of ambiguous business situations through interviews, analytic research, and investigation
Communication that is clear and concise verbally and is impactful and easy to consume in written and visual form
Skilled facilitation of large working sessions of cross-functional team members
Accountability for outcomes that are often achieved through partnerships and influence of peers and leaders
Program leadership across multiple workstreams and complex business scenarios
Adaptability to evolving and sometimes ambiguous business challenges
Effective at navigating complexity and creating focus on what truly matters
External management consulting or internal business center of excellence experience
Financial Services / Benefits Outsourcing industries experience, preferred
The Team
Performance Delivery is a center of excellence, serving as an internal consultancy to aid business leaders with crafting strategy and steering the development and deployment of leading practices and 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Operational Excellence, Business Transformation and Strategy Delivery
Note: Fidelity does not provide immigration sponsorship for this role.
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 possess strategic business assessment capabilities that demonstrate your ability to discern complex information and translate it into a usable framework, option framing, and measurable path to success. You will regularly collaborate with business leaders at all levels and their teams to analyze and assess processes and design, develop, and deploy solutions. Directors quickly become proficient on detailed and complicated subject matter to develop recommendations and requirements for business improvement. You will also evolve the tools and standards we apply to optimize our team's value proposition.
The Expertise and Skills You Bring
Successful candidates will be able to demonstrate and share examples of their prior experience, and how it aligns to the expertise and skills listed below:
8+ years of in role experience delivering quantifiable value and business performance improvement results via operational changes in large organizations
Supporting Business Operations Teams to identify business problems, generate solutions, plan and implement changes that improve business performance
Leading large-scale initiatives with multiple workstreams, from concept to implementation
Working independently to achieve expected business outcomes and operational excellence
Delivering the expected results with high Business partner satisfaction and within the schedule and budget
Designing, redesigning, and improving business processes using six sigma, lean and quality management standard methodologies
Experience with digital solutions and ability to facilitate operations and technical teams to automate manual processes
Conducting process and data analysis including cost benefit analysis, modeling, process mapping, and data flows
Business writing and creating content in PowerPoint to effectively tell a story and influence leadership across all levels
Passion for improving all aspects of our business and removing operational friction
Strength in translating quantitative analysis into insights that support unbiased recommendations
Problem-solving that is underpinned by a keen understanding of objectives, an innovative spirit, and practicality
Options and recommendations generation via top-down structuring and value analysis
Ability to synthesize requirements for user experiences, business capabilities, and technology enablers
Curiosity to explore root causes of ambiguous business situations through interviews, analytic research, and investigation
Communication that is clear and concise verbally and is impactful and easy to consume in written and visual form
Skilled facilitation of large working sessions of cross-functional team members
Accountability for outcomes that are often achieved through partnerships and influence of peers and leaders
Program leadership across multiple workstreams and complex business scenarios
Adaptability to evolving and sometimes ambiguous business challenges
Effective at navigating complexity and creating focus on what truly matters
External management consulting or internal business center of excellence experience
Financial Services / Benefits Outsourcing industries experience, preferred
The Team
Performance Delivery is a center of excellence, serving as an internal consultancy to aid business leaders with crafting strategy and steering the development and deployment of leading practices and 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Operational Excellence, Business Transformation and Strategy Delivery
Note: Fidelity does not provide immigration sponsorship for this role.
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 possess strategic business assessment capabilities that demonstrate your ability to discern complex information and translate it into a usable framework, option framing, and measurable path to success. You will regularly collaborate with business leaders at all levels and their teams to analyze and assess processes and design, develop, and deploy solutions. Directors quickly become proficient on detailed and complicated subject matter to develop recommendations and requirements for business improvement. You will also evolve the tools and standards we apply to optimize our team's value proposition.
The Expertise and Skills You Bring
Successful candidates will be able to demonstrate and share examples of their prior experience, and how it aligns to the expertise and skills listed below:
8+ years of in role experience delivering quantifiable value and business performance improvement results via operational changes in large organizations
Supporting Business Operations Teams to identify business problems, generate solutions, plan and implement changes that improve business performance
Leading large-scale initiatives with multiple workstreams, from concept to implementation
Working independently to achieve expected business outcomes and operational excellence
Delivering the expected results with high Business partner satisfaction and within the schedule and budget
Designing, redesigning, and improving business processes using six sigma, lean and quality management standard methodologies
Experience with digital solutions and ability to facilitate operations and technical teams to automate manual processes
Conducting process and data analysis including cost benefit analysis, modeling, process mapping, and data flows
Business writing and creating content in PowerPoint to effectively tell a story and influence leadership across all levels
Passion for improving all aspects of our business and removing operational friction
Strength in translating quantitative analysis into insights that support unbiased recommendations
Problem-solving that is underpinned by a keen understanding of objectives, an innovative spirit, and practicality
Options and recommendations generation via top-down structuring and value analysis
Ability to synthesize requirements for user experiences, business capabilities, and technology enablers
Curiosity to explore root causes of ambiguous business situations through interviews, analytic research, and investigation
Communication that is clear and concise verbally and is impactful and easy to consume in written and visual form
Skilled facilitation of large working sessions of cross-functional team members
Accountability for outcomes that are often achieved through partnerships and influence of peers and leaders
Program leadership across multiple workstreams and complex business scenarios
Adaptability to evolving and sometimes ambiguous business challenges
Effective at navigating complexity and creating focus on what truly matters
External management consulting or internal business center of excellence experience
Financial Services / Benefits Outsourcing industries experience, preferred
The Team
Performance Delivery is a center of excellence, serving as an internal consultancy to aid business leaders with crafting strategy and steering the development and deployment of leading practices and 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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’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. We manage money market funds with an emphasis on preservation of capital, liquidity, and competitive returns commensurate with the maintenance of minimal credit risk standards. The Fixed Income division is headquartered in Merrimack, New Hampshire.
The Role
Reporting to the Managing Director of Research, Municipals, the structured municipal research analyst will be a significant contributor to the investment process surrounding Fidelity’s market-leading municipal money market funds. The analyst will work closely with other members of the municipal structured team to review tender option bond trusts, variable rate demand notes, pre-refunded securities, tax-exempt commercial paper, and other securities offered in the short-term municipal market. The analyst will also work with counterparties to understand and evaluate new proposed structures for adherence to regulatory requirements and Fidelity’s standards for money market securities. The role involves collaborating closely with members of the municipal fundamental credit research team, the financials research team, traders, and portfolio managers. Attention to detail, comfort with reviewing complex documents, and ability to engage with business partners to advocate for the interests of Fidelity fund shareholders are all essential to success in this role.
The Expertise You Bring
Experience of 3+ years in a legal or financial services role
Demonstrated ability to work in a team environment
Willingness to learn and apply specific policies and rules in a fast-paced, dynamic environment
Ability and willingness to make decisions and recommendations on a regular basis
Self-motivated and intellectually curious; actively seeks additional responsibilities and learning opportunities, and is able to formulate independent strategies to gather relevant facts and data to inform recommendations and conclusions
Familiarity with SEC rule 2a-7 is a plus but not required
The Value You Deliver
Outstanding written and verbal communications skills
Team player with excellent interpersonal skills and a proactive work ethic
Ability and confidence to work effectively in group settings and independently
Attention to detail and focus on maintaining accurate records and reporting
Note: Fidelity will not provide immigration sponsorship for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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 Database Administrator, Workplace Investing
Fidelity Investments Workplace Investing (WI) is actively seeking an experienced Database Administrator to help us drive strategic database initiatives in support of our business strategy both in the US and globally. This is a highly visible, dynamic role that will position us for the growth and scale we need as our businesses pro-actively adjust to the challenges in a highly competitive market.
This role will be filled in Merrimack, NH.
The Expertise We’re Looking For
10+ plus years performing Oracle 19c and 12g administration (SQL Server a plus)
Expertise in Performance tuning, scripting and automation
Expertise in Golden Gate replication on Oracle Real Application Clusters (RAC)
Working hands-on knowledge/support of Postgres, Yugabyte, Aerospike, SQL MI, Snowflake a plus
Significant background in solving complex technology challenges
A strong background working in large-scale software projects
Knowledge and expertise in cloud, hybrid cloud technology would be a real plus
Our team supports a variety of complex applications serving a diverse set of businesses and customers directly. The database environments are extremely critical to our success and vitality which in turn requires a unique technical aptitude.
The Purpose of Your Role
As a Principal Database Administrator, you will provide technical vision and support over critical projects as part of our strategy to expand our database service offerings. You will be part of a broader team that maintains our overall technical strategy and integrated roadmap.
The Skills You Bring
Expertise analyzing, troubleshooting and performance tuning databases and SQL queries
Expertise with Oracle Golden Gate, database replication and data movement strategies & tools
Performing design evaluations/ recommendations for database migration strategies to the cloud
Advanced communication skills both verbal and written
Ability to operationalize solutions and ideas into standard operating procedures (SOP)
The Value You Deliver
Candidate must demonstrate the ability to visually present technical strategy & concepts
Ensuring that technology solutions are aligned with our long-term architecture strategy
Mentoring and developing more junior technical staff
Your knowledge and experience expressed through insights, innovation and great ideas
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
The Team
The SOX 404 team is seeking a hardworking professional to join the team! In this role, you will help grow an effective Sarbanes Oxley 404 testing program for Alternatives, Real and Digital Assets funds at Fidelity. You will personify the Fidelity Leadership Principle of ‘thinks and works across Fidelity’.
The Role
The SOX 404 team is responsible for driving all aspects of the Sarbanes Oxley 404 program; including control testing, identifying, and mitigating key risks, establishing relationships with business partners, reporting key performance indicators, playing a key role in team initiatives, and coaching team members.
The Skills and Expertise You Bring
Bachelor's degree in accounting or related field, CPA a plus
6+ years industry experience, including audit or financial services risk management.
Knowledge of accounting practices and financial services industry.
Fund accounting and operations knowledge, specifically related to alternative investments, preferred.
Prior experience with Sarbanes Oxley 404 compliance, internal control over financial reporting, financial risk, and operational risk.
Knowledge of investment management practices and strategies, particularly within the alternative or digital assets space a plus.
Proven problem solving, analytical, organizational, and project management skills.
Ability to influence others to get the job done and partner with other areas of Fidelity.
Thrives in a dynamic organization where priorities shift to respond to business needs.
Accountable for delivering results in an accurate and timely manner.
Strategic problem solver who approaches work with an open mind and recommending improvements to mitigate risks and drive positive change.
Standout colleague who possesses the ability to work with internal business partners to inspire change, improve the efficiency and effectiveness of risk management processes.
Builds strong and expansive working relationships, in person and virtually, with business partners and colleagues.
Ability to manage multiple tasks; and provide supervision and direction to less experienced associates.
Excellent verbal and written communication skills enabling you to prepare and present recommendations to partners and senior management.
Conducts in depth risk assessments and control testing. Promotes a strong control environment by documenting controls, identifying potential gaps, and making sound recommendations for improvement.
Participates in initiatives to improve existing processes within the Risk team and champions a team environment, as well as implementing an agile approach to risk activities.
Promotes a culture of risk management by forming relationships and creating awareness about the risks facing our business partners and organization.
Note: Fidelity is not providing immigration sponsorship for this position
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Team
The SOX 404 team is seeking a hardworking professional to join the team! In this role, you will help grow an effective Sarbanes Oxley 404 testing program for Alternatives, Real and Digital Assets funds at Fidelity. You will personify the Fidelity Leadership Principle of ‘thinks and works across Fidelity’.
The Role
The SOX 404 team is responsible for driving all aspects of the Sarbanes Oxley 404 program; including control testing, identifying, and mitigating key risks, establishing relationships with business partners, reporting key performance indicators, playing a key role in team initiatives, and coaching team members.
The Skills and Expertise You Bring
Bachelor's degree in accounting or related field, CPA a plus
6+ years industry experience, including audit or financial services risk management.
Knowledge of accounting practices and financial services industry.
Fund accounting and operations knowledge, specifically related to alternative investments, preferred.
Prior experience with Sarbanes Oxley 404 compliance, internal control over financial reporting, financial risk, and operational risk.
Knowledge of investment management practices and strategies, particularly within the alternative or digital assets space a plus.
Proven problem solving, analytical, organizational, and project management skills.
Ability to influence others to get the job done and partner with other areas of Fidelity.
Thrives in a dynamic organization where priorities shift to respond to business needs.
Accountable for delivering results in an accurate and timely manner.
Strategic problem solver who approaches work with an open mind and recommending improvements to mitigate risks and drive positive change.
Standout colleague who possesses the ability to work with internal business partners to inspire change, improve the efficiency and effectiveness of risk management processes.
Builds strong and expansive working relationships, in person and virtually, with business partners and colleagues.
Ability to manage multiple tasks; and provide supervision and direction to less experienced associates.
Excellent verbal and written communication skills enabling you to prepare and present recommendations to partners and senior management.
Conducts in depth risk assessments and control testing. Promotes a strong control environment by documenting controls, identifying potential gaps, and making sound recommendations for improvement.
Participates in initiatives to improve existing processes within the Risk team and champions a team environment, as well as implementing an agile approach to risk activities.
Promotes a culture of risk management by forming relationships and creating awareness about the risks facing our business partners and organization.
Note: Fidelity is not providing immigration sponsorship for this position
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Team
The SOX 404 team is seeking a hardworking professional to join the team! In this role, you will help grow an effective Sarbanes Oxley 404 testing program for Alternatives, Real and Digital Assets funds at Fidelity. You will personify the Fidelity Leadership Principle of ‘thinks and works across Fidelity’.
The Role
The SOX 404 team is responsible for driving all aspects of the Sarbanes Oxley 404 program; including control testing, identifying, and mitigating key risks, establishing relationships with business partners, reporting key performance indicators, playing a key role in team initiatives, and coaching team members.
The Skills and Expertise You Bring
Bachelor's degree in accounting or related field, CPA a plus
6+ years industry experience, including audit or financial services risk management.
Knowledge of accounting practices and financial services industry.
Fund accounting and operations knowledge, specifically related to alternative investments, preferred.
Prior experience with Sarbanes Oxley 404 compliance, internal control over financial reporting, financial risk, and operational risk.
Knowledge of investment management practices and strategies, particularly within the alternative or digital assets space a plus.
Proven problem solving, analytical, organizational, and project management skills.
Ability to influence others to get the job done and partner with other areas of Fidelity.
Thrives in a dynamic organization where priorities shift to respond to business needs.
Accountable for delivering results in an accurate and timely manner.
Strategic problem solver who approaches work with an open mind and recommending improvements to mitigate risks and drive positive change.
Standout colleague who possesses the ability to work with internal business partners to inspire change, improve the efficiency and effectiveness of risk management processes.
Builds strong and expansive working relationships, in person and virtually, with business partners and colleagues.
Ability to manage multiple tasks; and provide supervision and direction to less experienced associates.
Excellent verbal and written communication skills enabling you to prepare and present recommendations to partners and senior management.
Conducts in depth risk assessments and control testing. Promotes a strong control environment by documenting controls, identifying potential gaps, and making sound recommendations for improvement.
Participates in initiatives to improve existing processes within the Risk team and champions a team environment, as well as implementing an agile approach to risk activities.
Promotes a culture of risk management by forming relationships and creating awareness about the risks facing our business partners and organization.
Note: Fidelity is not providing immigration sponsorship for this position
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Team
The SOX 404 team is seeking a hardworking professional to join the team! In this role, you will help grow an effective Sarbanes Oxley 404 testing program for Alternatives, Real and Digital Assets funds at Fidelity. You will personify the Fidelity Leadership Principle of ‘thinks and works across Fidelity’.
The Role
The SOX 404 team is responsible for driving all aspects of the Sarbanes Oxley 404 program; including control testing, identifying, and mitigating key risks, establishing relationships with business partners, reporting key performance indicators, playing a key role in team initiatives, and coaching team members.
The Skills and Expertise You Bring
Bachelor's degree in accounting or related field, CPA a plus
6+ years industry experience, including audit or financial services risk management.
Knowledge of accounting practices and financial services industry.
Fund accounting and operations knowledge, specifically related to alternative investments, preferred.
Prior experience with Sarbanes Oxley 404 compliance, internal control over financial reporting, financial risk, and operational risk.
Knowledge of investment management practices and strategies, particularly within the alternative or digital assets space a plus.
Proven problem solving, analytical, organizational, and project management skills.
Ability to influence others to get the job done and partner with other areas of Fidelity.
Thrives in a dynamic organization where priorities shift to respond to business needs.
Accountable for delivering results in an accurate and timely manner.
Strategic problem solver who approaches work with an open mind and recommending improvements to mitigate risks and drive positive change.
Standout colleague who possesses the ability to work with internal business partners to inspire change, improve the efficiency and effectiveness of risk management processes.
Builds strong and expansive working relationships, in person and virtually, with business partners and colleagues.
Ability to manage multiple tasks; and provide supervision and direction to less experienced associates.
Excellent verbal and written communication skills enabling you to prepare and present recommendations to partners and senior management.
Conducts in depth risk assessments and control testing. Promotes a strong control environment by documenting controls, identifying potential gaps, and making sound recommendations for improvement.
Participates in initiatives to improve existing processes within the Risk team and champions a team environment, as well as implementing an agile approach to risk activities.
Promotes a culture of risk management by forming relationships and creating awareness about the risks facing our business partners and organization.
Note: Fidelity is not providing immigration sponsorship for this position
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
The Team
The SOX 404 team is seeking a hardworking professional to join the team! In this role, you will help grow an effective Sarbanes Oxley 404 testing program for Alternatives, Real and Digital Assets funds at Fidelity. You will personify the Fidelity Leadership Principle of ‘thinks and works across Fidelity’.
The Role
The SOX 404 team is responsible for driving all aspects of the Sarbanes Oxley 404 program; including control testing, identifying, and mitigating key risks, establishing relationships with business partners, reporting key performance indicators, playing a key role in team initiatives, and coaching team members.
The Skills and Expertise You Bring
Bachelor's degree in accounting or related field, CPA a plus
6+ years industry experience, including audit or financial services risk management.
Knowledge of accounting practices and financial services industry.
Fund accounting and operations knowledge, specifically related to alternative investments, preferred.
Prior experience with Sarbanes Oxley 404 compliance, internal control over financial reporting, financial risk, and operational risk.
Knowledge of investment management practices and strategies, particularly within the alternative or digital assets space a plus.
Proven problem solving, analytical, organizational, and project management skills.
Ability to influence others to get the job done and partner with other areas of Fidelity.
Thrives in a dynamic organization where priorities shift to respond to business needs.
Accountable for delivering results in an accurate and timely manner.
Strategic problem solver who approaches work with an open mind and recommending improvements to mitigate risks and drive positive change.
Standout colleague who possesses the ability to work with internal business partners to inspire change, improve the efficiency and effectiveness of risk management processes.
Builds strong and expansive working relationships, in person and virtually, with business partners and colleagues.
Ability to manage multiple tasks; and provide supervision and direction to less experienced associates.
Excellent verbal and written communication skills enabling you to prepare and present recommendations to partners and senior management.
Conducts in depth risk assessments and control testing. Promotes a strong control environment by documenting controls, identifying potential gaps, and making sound recommendations for improvement.
Participates in initiatives to improve existing processes within the Risk team and champions a team environment, as well as implementing an agile approach to risk activities.
Promotes a culture of risk management by forming relationships and creating awareness about the risks facing our business partners and organization.
Note: Fidelity is not providing immigration sponsorship for this position
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Title IT Audit 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 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.
Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.).
Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus.
5-7 years of experience in performing and leading complex information technology audits, preferably financial services.
Knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. Ability to independently perform hands-on IT general controls testing across many of these areas.
Knowledge of authentication, authorization, and credential management.
Understanding of Artificial Intelligence, Machine Learning, Data Science and Robotic Process Automation.
Understanding of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities.
Ability to work simultaneously on multiple tasks and lead team priorities and workload.
Strong technical problem solving and data analytical skills. Scripting 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.
The Team
The IT Audit 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 and Senior Analysts on the team.
Builds deep working relationships with audit teams and clients.
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 top 10 Best Place to Work in 2024. 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.
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 all business days of every other week in a Fidelity office.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
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.
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, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
The base salary range for this position is $97,000-185,000 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.
Job Title IT Audit 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 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.
Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.).
Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus.
5-7 years of experience in performing and leading complex information technology audits, preferably financial services.
Knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. Ability to independently perform hands-on IT general controls testing across many of these areas.
Knowledge of authentication, authorization, and credential management.
Understanding of Artificial Intelligence, Machine Learning, Data Science and Robotic Process Automation.
Understanding of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities.
Ability to work simultaneously on multiple tasks and lead team priorities and workload.
Strong technical problem solving and data analytical skills. Scripting 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.
The Team
The IT Audit 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 and Senior Analysts on the team.
Builds deep working relationships with audit teams and clients.
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 top 10 Best Place to Work in 2024. 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.
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 all business days of every other week in a Fidelity office.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
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.
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, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
The base salary range for this position is $97,000-185,000 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.
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.
The base salary range for this position is - 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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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.
The base salary range for this position is $44,000-80,000 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.
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Director — 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 Director 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.
12+ 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 Director 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Director — 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 Director 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.
12+ 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 Director 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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!
The base salary range for this position is $66,000-125,000 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.
Job Title IT Audit Senior Analyst
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 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/MS in Technology, Information Systems, Cybersecurity, or related field of study.
Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.).
Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus.
3-5 years of experience in performing information technology audits, preferably in financial services.
Understanding of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. Ability to independently perform hands-on IT general controls testing across many of these areas.
Understanding of authentication, authorization, and credential management.
Understanding of Artificial Intelligence, Machine Learning, Data Science and Robotic Process Automation.
Understanding of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities.
Ability to work simultaneously on multiple tasks, manage priorities and workload.
Good technical problem solving and data analytical skills. Scripting 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.
The Team
The IT Audit Senior Analyst 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 audit test work including organizing and analyzing data, testing controls and documenting results.
Applies data analytics concepts, principles, and techniques to effectively identify control deficiencies.
Helps 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.
Coaches and mentors more junior members including interns/ co-ops on the team.
Builds working relationships with audit teams and clients.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Analyst
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 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/MS in Technology, Information Systems, Cybersecurity, or related field of study.
Professional audit or information security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.).
Cloud computing (AWS or Azure) related associate-level certifications preferred. Security or Professional cloud certifications would be a plus.
3-5 years of experience in performing information technology audits, preferably in financial services.
Understanding of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. Ability to independently perform hands-on IT general controls testing across many of these areas.
Understanding of authentication, authorization, and credential management.
Understanding of Artificial Intelligence, Machine Learning, Data Science and Robotic Process Automation.
Understanding of security monitoring activities that enable vulnerability, internal/external threat monitoring, incident management and threat intelligence activities.
Ability to work simultaneously on multiple tasks, manage priorities and workload.
Good technical problem solving and data analytical skills. Scripting 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.
The Team
The IT Audit Senior Analyst 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 audit test work including organizing and analyzing data, testing controls and documenting results.
Applies data analytics concepts, principles, and techniques to effectively identify control deficiencies.
Helps 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.
Coaches and mentors more junior members including interns/ co-ops on the team.
Builds working relationships with audit teams and clients.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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 Data Analytics & Insights Analyst to support our data‑driven research and consulting efforts. In this individual contributor role, you will perform hands‑on data analysis, secondary research, and insight development to help inform business decisions, strategic priorities, and operational improvements.
You will work closely with partners across the business to gather data, analyze trends, translate findings into actionable insights, and support decision‑making at multiple levels of the organization. This role is ideal for someone who enjoys both analytical depth and business storytelling—without people management responsibilities.
The Expertise and Skills You Bring
The Team
Fidelity Consulting ('FC') consists of ~100 top talent strategy consultants who work across the Fidelity enterprise to inspire, identify, and define new paths for Fidelity’s future. Fidelity Consulting partners with leadership to shape Fidelity’s future by bringing critical thinking and independent insights. We deliver value in a variety of ways, from leading small group projects focused on growth and innovation, to consulting on enterprise-wide initiatives. As a part of the FC team, you will gain exposure to a wide variety of strategic business challenges – preparing you for increasing leadership roles and advancing your career.
The base salary range for this position is $80,000-185,000 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.
Note: Fidelity will not provide immigration sponsorship for this position
Join Fidelity Investments as a Senior Manager Project Manager and help transform Treasury Operations! You will lead strategic and operational initiatives within the OSG Treasury Project team. Your role impacts the future of Treasury Cash Management Operations, Banking Services, Product Strategy, and Technology. With your strategic approach and digital skills, you will manage a diverse portfolio and ensure smooth execution of initiatives that enhance customer experiences and propel us for the operations of the future.
The Expertise and Skills You Bring
To succeed in this role, you need a bachelor's degree and at least 8 years of project or program management experience, especially in Treasury, Money Movement, Banking Operations, or financial services.
You must have a deep understanding of Treasury Operations and payment rails.
A proven track record of delivering high-impact programs is important.
Outstanding communication skills and attention to detail are required.
You should be able to think strategically while focusing on details.
Strong organizational skills and flexibility will help you manage competing priorities.
As a data-driven problem solver, you will analyze information, generate insights, and influence collaborators toward effective solutions.
The Team
We are part of Fidelity's Operations and Service Group, specifically the Account, Treasury, and Tax Services Division. Our dynamic Treasury Operations team leads all aspects of cash management, fund transfers, and various banking relationships. We collaborate with internal partners to develop seamless, efficient, and secure money movement solutions. Our dedication to excellence ensures reliability, compliance, and enhanced customer experiences through transaction monitoring, issue resolution, and process optimization. We are an ambitious team, passionate about delivering world-class services and encouraging a culture of innovation.
The base salary range for this position is $85,000-171,000 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.
The Role
Are you energized by helping to launch and scale innovative alternative investment products while keeping risks in check? In this role, you will be supporting, coordinating, and leading risk activities that enable new offerings across private equity, private credit, hedge funds, real assets, and emerging digital assets.
This role will primarily support the Global Product Solutions (GPS) team within FFIO. Our Global Product Solutions team manages fund events on behalf of Advisors and distribution channels and supports core, alternative, and digital asset product implementations.
You bring a strong Risk mindset and the ability to articulate the vision, mission and strategy of Risk and translate complex issues into clear, actionable insights. Key qualifications include:
Bachelors’ Degree (required)
5+ years’ industry experience, including Audit or other Risk Management activities
Support cross-functional projects from initiation to completion, ensuring alignment with business objectives, timely delivery, and adherence to quality standards
Understanding of Alternative Investment Products (e.g., partnerships, crypto, direct lending, interval and evergreen funds), including complexities and accounting and operations knowledge
Demonstrated leadership or project management experience
Excellent verbal and written communication skills with the ability to articulate complex problems, influence others and tailor messaging to the audience
Well versed in data analytics capabilities and tools (e.g., Excel, Tableau)
Build strong and inclusive working relationships, in person and virtually, with business partners and colleagues
Adaptable to new information, changing business priorities, input from others, and lessons learned
Note: Fidelity is not providing immigration sponsorship for this position
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. Fidelity Fund and Investment Operations (FFIO) is responsible for providing operational support for these Funds, including Fund Accounting, Shareholder Reporting, Data Governance, and Cash and Position Reconciliation. In addition, FFIO is accountable for meeting fund regulatory and audit obligations (e.g., Sarbanes-Oxley 404 and SOC 1 reporting).
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 energized by helping to launch and scale innovative alternative investment products while keeping risks in check? In this role, you will be supporting, coordinating, and leading risk activities that enable new offerings across private equity, private credit, hedge funds, real assets, and emerging digital assets.
This role will primarily support the Global Product Solutions (GPS) team within FFIO. Our Global Product Solutions team manages fund events on behalf of Advisors and distribution channels and supports core, alternative, and digital asset product implementations.
You bring a strong Risk mindset and the ability to articulate the vision, mission and strategy of Risk and translate complex issues into clear, actionable insights. Key qualifications include:
Bachelors’ Degree (required)
5+ years’ industry experience, including Audit or other Risk Management activities
Support cross-functional projects from initiation to completion, ensuring alignment with business objectives, timely delivery, and adherence to quality standards
Understanding of Alternative Investment Products (e.g., partnerships, crypto, direct lending, interval and evergreen funds), including complexities and accounting and operations knowledge
Demonstrated leadership or project management experience
Excellent verbal and written communication skills with the ability to articulate complex problems, influence others and tailor messaging to the audience
Well versed in data analytics capabilities and tools (e.g., Excel, Tableau)
Build strong and inclusive working relationships, in person and virtually, with business partners and colleagues
Adaptable to new information, changing business priorities, input from others, and lessons learned
Note: Fidelity is not providing immigration sponsorship for this position
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. Fidelity Fund and Investment Operations (FFIO) is responsible for providing operational support for these Funds, including Fund Accounting, Shareholder Reporting, Data Governance, and Cash and Position Reconciliation. In addition, FFIO is accountable for meeting fund regulatory and audit obligations (e.g., Sarbanes-Oxley 404 and SOC 1 reporting).
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Real Estate Strategy
The Role
As Director on the Real Estate Strategy Team, you will work across functions in Real Estate to develop short-term and long-term strategies that support Fidelity's businesses and achieve Real Estate objectives. This includes analysis and recommendations around multi-year capital investment, leasing and transaction decisions, portfolio optimization, and critical cross-portfolio initiatives. You will lead a team and be responsible for the planning process to build the 5-year capital investment plan through partnership with leaders across Real Estate and the business. Additionally, this high impact role will drive executive level decision-making by developing business cases to frame options and achieve funding approval for multi-million capital investments. You will bring structured problem-solving and storytelling ability to the team and have a keen interest in how Fidelity optimizes its physical footprint, supports the business, and improves the onsite associate experience.
The Expertise and Skills You Bring
8+ years of experience in management consulting, strategy and planning functions, business development, strategic real estate management, or related fields; bachelor’s degree required, MBA a plus
Proven ability to define and articulate strategy, including using data and insights to tell compelling stories and inform executive decision-making
Ability to lead complex, cross-functional initiatives and exercise autonomy to organize and prioritize tasks
Ability to develop logically structured presentations and narratives for executive audiences
Proven experience developing a team including coaching, counseling and career guidance
Proven track record of performing detailed analyses and building frameworks to organize information, break down problems, and frame opportunities
Executive presence and confidence in communication with strong interpersonal and relationship building skills to partner effectively with stakeholders at all levels of the organization
Comfort and success working in a fast-paced culture with high visibility and many concurrent priorities
Ability to apply knowledge of Real Estate functions, properties, and processes to provide insight into complex strategic challenges
Expert proficiency in presentation tools including PowerPoint and Excel
Attention to detail and accuracy, with outstanding work quality
Knowledge of Fidelity’s businesses, culture, and ways of working is a plus for navigating the organization and achieving goals
Note: Fidelity is not providing immigration sponsorship for this position
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.
The base salary range for this position is $110,000-$222,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Title: Vice President, Regional Account Executive- 401K Sales
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 CA OR NV. WESTLAKE, TX LOCATION WOULD BE HYBRID
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.
The base salary range for this position is $65,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Title: Vice President, Regional Account Executive- 401K Sales
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 CA OR NV. WESTLAKE, TX LOCATION WOULD BE HYBRID
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.
The base salary range for this position is $65,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Title: Vice President, Regional Account Executive- 401K Sales
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 CA OR NV. WESTLAKE, TX LOCATION WOULD BE HYBRID
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.
The base salary range for this position is $65,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Title: Vice President, Regional Account Executive- 401K Sales
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 CA OR NV. WESTLAKE, TX LOCATION WOULD BE HYBRID
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.
The base salary range for this position is $65,000 - $75,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Complex Asset Specialist
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Complex Asset Specialist is a key member of the Complex Assets Group supporting oversight of data management, reporting, and general support of all complex asset contributions. This person will work closely with senior level subject matter experts to ensure accurate and timely transaction processing and management of private assets, contributions, and investments. This position requires strong communications skills, attention to detail, positive and professional attitude, as well as the ability to work in a dynamic team environment.
The Expertise and Skills You Bring
Bachelor’s Degree required with concentration in business management, economics, finance or accounting preferred.
1-3 years of Financial Services experience, preferably in Fund Operations, Custody Services or Brokerage Operations.
Working knowledge of transaction processing related to investment products.
An understanding of both public markets as well as the private asset industry or a keen interest in hedge funds and private equity operations.
Strong analytical and detail-oriented aptitude.
A high degree of accuracy and understanding urgency is required.
Experience in creating or enhancing documented policy & procedures.
Excellent communication and organizational skills.
A general understanding of financial markets.
Ability to manage time effectively, set priorities and meet deadlines.
Strong proficiency with Microsoft Office products, specifically Excel.
Ability to maintain successful working relationships across a multitude of cross functional teams.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 ETL Migration Engineer - Informatica Administrator
Do you enjoy working on ETL technologies and creating innovative solutions? Do you want to collaborate with like-minded engineers across the globe? As a ETL Migration engineer, you will work within the Data Integration Engineering squad on ETL processes migration to modern ETL tool. We are a diverse, multi-functional team comprised of highly upbeat and motivated technologists who believe in the power of innovation and constant collaboration. The team blends technology & business expertise with a passion for exploring new technologies while working in an open and visible way. We believe that small, empowered, self-motivated teams can achieve extraordinary things.
The Expertise and Skills You Bring
Bonus Skills
The Team
This is an opportunity for a highly motivated ETL Migration Engineer to join Data Movement, Data Integration Engineering squad. We are a diverse, open, and clear community where you will supply to powering the next generation of Fidelity’s digital services through innovative solutions using the latest cloud native technologies and innovative engineering practices.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 ETL Migration Engineer - Informatica Administrator
Do you enjoy working on ETL technologies and creating innovative solutions? Do you want to collaborate with like-minded engineers across the globe? As a ETL Migration engineer, you will work within the Data Integration Engineering squad on ETL processes migration to modern ETL tool. We are a diverse, multi-functional team comprised of highly upbeat and motivated technologists who believe in the power of innovation and constant collaboration. The team blends technology & business expertise with a passion for exploring new technologies while working in an open and visible way. We believe that small, empowered, self-motivated teams can achieve extraordinary things.
The Expertise and Skills You Bring
Bonus Skills
The Team
This is an opportunity for a highly motivated ETL Migration Engineer to join Data Movement, Data Integration Engineering squad. We are a diverse, open, and clear community where you will supply to powering the next generation of Fidelity’s digital services through innovative solutions using the latest cloud native technologies and innovative engineering practices.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
The Role
Are you waiting for your opportunity in the investment services industry? Are you curious about sophisticated topics such as mutual funds, pricing, trading, mergers, and acquisitions? Then you are ideal candidate for one of Fidelity’s most exciting and dynamic teams!
Our goal is to hire YOU, the curious and growth-minded individual, who is adventurous enough to immerse yourself in the sophisticated world of brokerage operations. Your mission: To learn, analyze problems and connect dots for business partners and customers. Your reward: To excel at providing award-winning service and problem solving every day. In the role you will hone your professional competence and build your professional brand. The environment will be customer focused, ambitious, and heavily team oriented. In addition to curiosity and growth, you have a desire to be innovative and strategic – these are must haves! Classes start soon. If you are driven by curiosity, mission and fascinated by the world of finance; then become part this team!
Note: Fidelity will not provide immigration sponsorship for this position.
The Expertise and Skills You Bring:
· You will Analyze industry problems that may include – Stock Trading, Dividends, Mutual Funds, Corporate Actions, Security Data, Securities Pricing and Physical Stock Certificates.
· You will Apply various technologies to assist our customers with a range of needs – basic and sophisticated
· You will Engage with customers and business partners through multiple channels – phone, email, and instant messaging
· You will Envision and execute bold ideas to attract and retain the next generation of customers
· You will Improve every day to prepare for future and advanced career opportunities, including – Team Lead, Analyst and Leadership
· Customer Service or Problem-Solving experience preferred
· College Degree or equivalent work experience preferred
· A desire for continuous growth and learning about the financial services industry required
· Possesses a drive to solve sophisticated problems and deliver an outstanding customer experience every day
· Self-starter and comfortable working independently when needed
· Excellent written and verbal communications skills
· Proven technical knowledge and strong problem-solving skills
· Ability to contribute ideas as well as influence and execute them in a team environment
· Ability to lean into change while multi-tasking in a remote and multifaceted financial services center
· Growth Mindset and an appetite for endless learning
· FINRA Licenses are preferred but not required.
The Team
As a member of the Client Experience Team, you will take on the role of a Brokerage Operations Rep. You will be given an overview course of the industry, and niche training to help you master brokerage operations. You will also get an exclusive peek behind the scenes of one of the most successful privately-owned companies in the world.
The base salary range for this position is $44,000-80,000 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.
The Role
Are you waiting for your opportunity in the investment services industry? Are you curious about sophisticated topics such as mutual funds, pricing, trading, mergers, and acquisitions? Then you are ideal candidate for one of Fidelity’s most exciting and dynamic teams!
Our goal is to hire YOU, the curious and growth-minded individual, who is adventurous enough to immerse yourself in the sophisticated world of brokerage operations. Your mission: To learn, analyze problems and connect dots for business partners and customers. Your reward: To excel at providing award-winning service and problem solving every day. In the role you will hone your professional competence and build your professional brand. The environment will be customer focused, ambitious, and heavily team oriented. In addition to curiosity and growth, you have a desire to be innovative and strategic – these are must haves! Classes start soon. If you are driven by curiosity, mission and fascinated by the world of finance; then become part this team!
Note: Fidelity will not provide immigration sponsorship for this position.
The Expertise and Skills You Bring:
· You will Analyze industry problems that may include – Stock Trading, Dividends, Mutual Funds, Corporate Actions, Security Data, Securities Pricing and Physical Stock Certificates.
· You will Apply various technologies to assist our customers with a range of needs – basic and sophisticated
· You will Engage with customers and business partners through multiple channels – phone, email, and instant messaging
· You will Envision and execute bold ideas to attract and retain the next generation of customers
· You will Improve every day to prepare for future and advanced career opportunities, including – Team Lead, Analyst and Leadership
· Customer Service or Problem-Solving experience preferred
· College Degree or equivalent work experience preferred
· A desire for continuous growth and learning about the financial services industry required
· Possesses a drive to solve sophisticated problems and deliver an outstanding customer experience every day
· Self-starter and comfortable working independently when needed
· Excellent written and verbal communications skills
· Proven technical knowledge and strong problem-solving skills
· Ability to contribute ideas as well as influence and execute them in a team environment
· Ability to lean into change while multi-tasking in a remote and multifaceted financial services center
· Growth Mindset and an appetite for endless learning
· FINRA Licenses are preferred but not required.
The Team
As a member of the Client Experience Team, you will take on the role of a Brokerage Operations Rep. You will be given an overview course of the industry, and niche training to help you master brokerage operations. You will also get an exclusive peek behind the scenes of one of the most successful privately-owned companies in the world.
The base salary range for this position is $44,000-80,000 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.
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
The base salary range for this position is $85,000-171,000 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.
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
The base salary range for this position is $85,000-171,000 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.
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
The base salary range for this position is $85,000-171,000 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.
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
The base salary range for this position is $85,000-171,000 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.
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
The base salary range for this position is $85,000-171,000 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.
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
The base salary range for this position is $85,000-171,000 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.
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)
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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, Network Proxy Engineering
The Role
Fidelity’s Enterprise Infrastructure Global Network Team is adding a director level individual contributor to the Network Proxy Engineering (NPE) team. We are a dynamic group of experts looking to demonstrate emerging technologies to rapidly improve the ability of Fidelity's Business Units.
We are looking for a standout colleague who excels in a dynamic, fast-paced work environment. You will also administer and design highly complex Proxy environments for the security of Fidelity’s critical resources. You will have the opportunity to use all your skills and continue to grow them as Fidelity has a phenomenal learning culture.
In this role you will be:
Participating in complex and creative multi-functional assignments and multiple phases of a project
Adhering to departmental technical policies and procedures
Working independently or leading team complex technology projects
Managing and crafting highly complex secure connectivity solutions for security of Fidelity’s critical resources and enablement of revenue producing services
Proactively developing and sharing your knowledge while developing others modeling a culture of continuous learning, mentoring, and coaching.
Consulting with vendors to address hardware and software issues
Providing support for all Enterprise Proxy environment
Effectively managing and participating in projects that involve other groups
Preparing technical and project proposals for management review and approval
Participating in multi-functional crisis resolution teams as required
Providing research and analysis to support business unit project initiatives
Performing on-call (7 x 24) coverage on a rotational basis with other Proxy Engineers
The Expertise and Skills You Bring
5 years of experience working directly in proxy and network security space
10 years of experience working directly in network engineering environment
Cloud proxy knowledge and experience
Zscaler, ZIA and ZDX preferred
Ability to design the following types of Proxy servers: explicit HTTP, reverse HTTP, and SOCKS
Symantec Blue Coat, and NGINX preferred
Solid understanding of IP, and TCP
Expertise in TLS, and HTTP
Solid understanding of network security best practices
Experience with PAC File functions and creation
Intermediate JavaScript programming
Understanding of PAC file interactions with common browser behavior
Experience with SSL Interception on web sessions for ICAP/DLP inspection
Knowledge of Agile best practices and familiar with Jira
Trouble shoot issues related to the Network or Proxy environments
Member of 3rd level engineering escalation, participate in and on-call rotation
Management of life cycle for various technologies within the space (includes vendor management)
Engineering customer connectivity / onboarding based on requirements
Business to Customer as well as Business to Business connectivity
Documentation of complex technologies and topologies based on security standard methodologies
Good interpersonal skills, ability to speak with customers of all technical levels
Experience leading technical teams
An ability to lead change in a creative and collaborative manner with business and technical partners.
Infrastructure software development and automation skills
The Team
As an individual contributor on the NPE team, you will be a member of the team and will engage in multiple proxy related projects, collaborate with Fidelity Architecture & Engineering (FAE) team on future technologies, also providing 3rd line operational support and problem resolution. You will support the engineering and operational teams in handling complex incidents and requests and will collaborate and work extensively with technology partners across the Fidelity enterprise.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.
•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
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.
•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
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.
•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
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 of Engineering – Contact Center Platform
Note: Fidelity will not provide sponsorship for this role.
The Role
The Enterprise Contact Center Technology team is seeking a Director of Engineering to lead the strategy, architecture, and delivery of our next-generation, omni-channel contact center platform. This platform is built primarily on open-source technologies, minimizing reliance on commercial software while enabling scalability, resilience, and rapid innovation across the enterprise.
In this role, you will provide technical and organizational leadership for teams responsible for core contact center capabilities, including call routing, queuing, reporting, workforce management, and advanced IVR across voice, chat, and digital channels. You will set architectural direction, establish engineering standards, and guide the integration of critical technologies such as Asterisk, FreeSWITCH, Kamailio, WebRTC, SIP, RTP, Matrix, and Rocket.Chat, as well as speech recognition and conversational AI solutions.
You will partner closely with senior technology leaders, product management, operations, and business stakeholders to align platform capabilities with enterprise priorities. The role includes leading large-scale migrations from legacy systems to cloud-native, open-source architectures; overseeing API and microservices strategies; and ensuring the platform meets high standards for security, reliability, performance, and regulatory compliance. You will also be accountable for engineering excellence through DevOps practices, CI/CD pipelines, automated testing, infrastructure-as-code, and continuous improvement.
The Expertise and Skills You Bring
10+ years of IT experience, with significant leadership responsibility and deep domain expertise in contact center, telephony, or real-time communications platforms.
Proven experience leading the design and delivery of enterprise-scale contact center solutions, including IVR, workforce management, and omni-channel platforms.
Strong background in telephony engineering, with hands-on knowledge of SIP, RTP, PBX, VoIP, and open-source voice platforms.
Demonstrated ability to define and govern cloud-native architectures, microservices ecosystems, and API strategies at scale.
Experience leading teams that deliver real-time communications, speech recognition, and conversational AI capabilities.
Strong understanding of DevOps, CI/CD, automated testing, and production operations in 24x7 environments.
Excellent leadership, communication, and stakeholder management skills, with the ability to translate complex technical concepts into clear business outcomes.
The Team
Enterprise Contact Center Technology delivers the world-class capabilities that connect Fidelity associates with millions of participants, members, and customers. The organization owns the voice, email, and web chat platforms that power these interactions and enable exceptional service experiences.
Continuous improvement is central to our mission. We seek leaders who foster innovation, engineering rigor, and a culture of learning, collaboration, and accountability. Our teams are driven by a deep obsession with customer and associate experience, operational excellence, and delivering long-term value to the business.
The platform supports 20+ million clients, processes 35+ million customer interactions annually, and operates on a 24x7 basis, requiring leadership focus on availability, scalability, performance, and resilience at enterprise 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.
]]>Director of Engineering – Contact Center Platform
Note: Fidelity will not provide sponsorship for this role.
The Role
The Enterprise Contact Center Technology team is seeking a Director of Engineering to lead the strategy, architecture, and delivery of our next-generation, omni-channel contact center platform. This platform is built primarily on open-source technologies, minimizing reliance on commercial software while enabling scalability, resilience, and rapid innovation across the enterprise.
In this role, you will provide technical and organizational leadership for teams responsible for core contact center capabilities, including call routing, queuing, reporting, workforce management, and advanced IVR across voice, chat, and digital channels. You will set architectural direction, establish engineering standards, and guide the integration of critical technologies such as Asterisk, FreeSWITCH, Kamailio, WebRTC, SIP, RTP, Matrix, and Rocket.Chat, as well as speech recognition and conversational AI solutions.
You will partner closely with senior technology leaders, product management, operations, and business stakeholders to align platform capabilities with enterprise priorities. The role includes leading large-scale migrations from legacy systems to cloud-native, open-source architectures; overseeing API and microservices strategies; and ensuring the platform meets high standards for security, reliability, performance, and regulatory compliance. You will also be accountable for engineering excellence through DevOps practices, CI/CD pipelines, automated testing, infrastructure-as-code, and continuous improvement.
The Expertise and Skills You Bring
10+ years of IT experience, with significant leadership responsibility and deep domain expertise in contact center, telephony, or real-time communications platforms.
Proven experience leading the design and delivery of enterprise-scale contact center solutions, including IVR, workforce management, and omni-channel platforms.
Strong background in telephony engineering, with hands-on knowledge of SIP, RTP, PBX, VoIP, and open-source voice platforms.
Demonstrated ability to define and govern cloud-native architectures, microservices ecosystems, and API strategies at scale.
Experience leading teams that deliver real-time communications, speech recognition, and conversational AI capabilities.
Strong understanding of DevOps, CI/CD, automated testing, and production operations in 24x7 environments.
Excellent leadership, communication, and stakeholder management skills, with the ability to translate complex technical concepts into clear business outcomes.
The Team
Enterprise Contact Center Technology delivers the world-class capabilities that connect Fidelity associates with millions of participants, members, and customers. The organization owns the voice, email, and web chat platforms that power these interactions and enable exceptional service experiences.
Continuous improvement is central to our mission. We seek leaders who foster innovation, engineering rigor, and a culture of learning, collaboration, and accountability. Our teams are driven by a deep obsession with customer and associate experience, operational excellence, and delivering long-term value to the business.
The platform supports 20+ million clients, processes 35+ million customer interactions annually, and operates on a 24x7 basis, requiring leadership focus on availability, scalability, performance, and resilience at enterprise 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.
]]>Director of Engineering – Contact Center Platform
Note: Fidelity will not provide sponsorship for this role.
The Role
The Enterprise Contact Center Technology team is seeking a Director of Engineering to lead the strategy, architecture, and delivery of our next-generation, omni-channel contact center platform. This platform is built primarily on open-source technologies, minimizing reliance on commercial software while enabling scalability, resilience, and rapid innovation across the enterprise.
In this role, you will provide technical and organizational leadership for teams responsible for core contact center capabilities, including call routing, queuing, reporting, workforce management, and advanced IVR across voice, chat, and digital channels. You will set architectural direction, establish engineering standards, and guide the integration of critical technologies such as Asterisk, FreeSWITCH, Kamailio, WebRTC, SIP, RTP, Matrix, and Rocket.Chat, as well as speech recognition and conversational AI solutions.
You will partner closely with senior technology leaders, product management, operations, and business stakeholders to align platform capabilities with enterprise priorities. The role includes leading large-scale migrations from legacy systems to cloud-native, open-source architectures; overseeing API and microservices strategies; and ensuring the platform meets high standards for security, reliability, performance, and regulatory compliance. You will also be accountable for engineering excellence through DevOps practices, CI/CD pipelines, automated testing, infrastructure-as-code, and continuous improvement.
The Expertise and Skills You Bring
10+ years of IT experience, with significant leadership responsibility and deep domain expertise in contact center, telephony, or real-time communications platforms.
Proven experience leading the design and delivery of enterprise-scale contact center solutions, including IVR, workforce management, and omni-channel platforms.
Strong background in telephony engineering, with hands-on knowledge of SIP, RTP, PBX, VoIP, and open-source voice platforms.
Demonstrated ability to define and govern cloud-native architectures, microservices ecosystems, and API strategies at scale.
Experience leading teams that deliver real-time communications, speech recognition, and conversational AI capabilities.
Strong understanding of DevOps, CI/CD, automated testing, and production operations in 24x7 environments.
Excellent leadership, communication, and stakeholder management skills, with the ability to translate complex technical concepts into clear business outcomes.
The Team
Enterprise Contact Center Technology delivers the world-class capabilities that connect Fidelity associates with millions of participants, members, and customers. The organization owns the voice, email, and web chat platforms that power these interactions and enable exceptional service experiences.
Continuous improvement is central to our mission. We seek leaders who foster innovation, engineering rigor, and a culture of learning, collaboration, and accountability. Our teams are driven by a deep obsession with customer and associate experience, operational excellence, and delivering long-term value to the business.
The platform supports 20+ million clients, processes 35+ million customer interactions annually, and operates on a 24x7 basis, requiring leadership focus on availability, scalability, performance, and resilience at enterprise 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.
]]>We are seeking an experienced Commercial HVAC Technician to service and maintain commercial HVAC systems including VRF, split systems, rooftop units, and related equipment. As a member of Fidelity’s Engineering Operations team, you will be directly responsible for ensuring that equipment operates reliably, and the uptime of the facility is supported. Reporting to the Engineering Manager, you’ll be self-performing or overseeing vendor-performed maintenance on critical equipment serving mission critical rooms and offices. The ideal candidate will have strong troubleshooting skills, commercial experience, and the ability to work independently and as part of a team. Key responsibilities include:
Performs all preventive and remedial maintenance work on building electrical systems to assure critical distribution systems including the generators and UPS requirements are met with minimal adverse business impact!
Demonstrates the ability to monitor multiple building systems, correcting deficient performance through BAS adjustments, on-site remedial maintenance and effective emergency response actions when required.
Direct and assist as necessary, vendors/contractors performing remedial repair activities.
Uses tools, processes, procedures, and notifies/advises superiors as appropriate to ensure the consistent flow of information and activities.
Complete daily log entries / update engineering staff via email.
Support Fidelity’s ISO-14001 Environmental Management System
Demonstrates the ability to employ both an mechanical riser and one-line diagram to locate, employ or correct faulty equipment.
Finishing all critical maintenance on time and with attention to detail.
Refrigeration Technician license or in-depth experience with VRF or Commercial Split Systems including an EPA 608 Certificate.
3 years of related facilities experience with Commercial Building HVAC systems including VRF or Commercial Split Systems. (Mitsubishi, Daikin, LG, etc.)
Ensure that all equipment is installed and commissioned in accordance with manufacturer's specifications and industry standards
Prepare and review commissioning documentation, including test procedures and as-built drawings
Ability to read and interpret engineering drawings, construction documents and OM manuals.
Controls experience (BACnet, building automation systems)
Knowledge of computer applications such as Excel, Word, Power Point, Outlook, CMMS and BMS systems..
Ability to develop and maintain procedures such as SOP, MOP etc.
Highly organized and diligent to balance maintenance priorities and procedures.
Ability to lift 50lbs
Comfortable working on rooftops and ladders
Ability to work in various weather conditions
Note: Fidelity is not providing immigration sponsorship for this position
The Team
The Engineering Team is responsible for the 365/24/7 monitoring/triage and maintenance for all critical infrastructure systems. The team works to ensure equipment operates reliably, and the uptime of the facility is supported.
The base salary range for this position is $60,000-115,000 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.
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).
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
The base salary range for this position is $126,000-255,000 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.
Director, Engineering – Asset Management Technology Foundations
Job Description:
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 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.
The Expertise You Bring
The Skills You Require
The Value You Deliver
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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!
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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).
The base salary range for this position is $126,000-255,000 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.
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 the Asset Management Technology (AM Tech) organization as a Principal Systems Analyst where you will provide analysis and support of managed financial solutions, products, and tools supporting the Treasurer’s Office. The systems analyst will need to collaborate extensively with other teams within the product area and domain. They will be a key member of a delivery team and will be actively involved in all aspects of the technical product vision and design. The individual will gain a deep end-to-end understanding of the existing managed applications and business to assist in developing requirements and design for updated and emerging technology solutions.
Manage work breakdown (JIRA epics, stories) and coordinate with developers. Provide production and non-production support, responding to inquiries from business support teams.
Develop subject matter expertise in product and domain
The Skills and Experience You Bring
A bachelor’s degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems
8+ years of experience as an IT Systems Analyst
Exceptional analytical, communication, and organizational skills.
Proven ability to manage multiple priorities in a fast-paced, collaborative environment.
Skilled in creating architecture diagrams using Visio, Draw.io, or similar tools.
Solid experience in data modeling, SQL, and working with large datasets.
Proactive learner and contributor to team success.
Solid understanding of financial services industry.
Regulatory reporting is strongly desired.
Strong analytical, facilitation, and communication skills.
Proven experience analyzing complex customer and business requirements; anticipating operational risks, regulatory considerations and user experience challenges.
Moderate to advanced knowledge of tools and techniques for presenting and analyzing data including SQL, Access, Excel, relational databases, XML, JSON, Postman/Insomnia and SQL developer
Affinity for data; where to get it, how to use it, what it means
Ability to understand the technology and software architecture of an application
Demonstrated ability to produce supporting artifacts, such as process flows, context diagrams, UI wireframes, requirements, cross-domain dependencies, and business rules.
Experience with Financial Industry (Asset Management),
Experience with asset management back-office operations and mutual fund accounting a plus.
The Team
The Fiduciary Fund Oversight Technology Team within the Asset Management Technology (AMT), develops the proprietary internal Software system used by The Asset Management Treasurers Office to provide fiduciary oversight of Fidelity’s funds, shareholder activity, service providers and to meet regulatory reporting. These are purposely built software solutions with deep industry knowledge, technical experience to meet the fiduciary responsibilities of setting and monitoring adherence to fund policies. Our success is dependent on collaboration and partnership across AM Tech, and with our AM Finance and Fund Oversight partners.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 the Asset Management Technology (AM Tech) organization as a Principal Systems Analyst where you will provide analysis and support of managed financial solutions, products, and tools supporting the Treasurer’s Office. The systems analyst will need to collaborate extensively with other teams within the product area and domain. They will be a key member of a delivery team and will be actively involved in all aspects of the technical product vision and design. The individual will gain a deep end-to-end understanding of the existing managed applications and business to assist in developing requirements and design for updated and emerging technology solutions.
Manage work breakdown (JIRA epics, stories) and coordinate with developers. Provide production and non-production support, responding to inquiries from business support teams.
Develop subject matter expertise in product and domain
The Skills and Experience You Bring
A bachelor’s degree, preferably in Business, Finance, Accounting, Information Technology, or Management Information Systems
8+ years of experience as an IT Systems Analyst
Exceptional analytical, communication, and organizational skills.
Proven ability to manage multiple priorities in a fast-paced, collaborative environment.
Skilled in creating architecture diagrams using Visio, Draw.io, or similar tools.
Solid experience in data modeling, SQL, and working with large datasets.
Proactive learner and contributor to team success.
Solid understanding of financial services industry.
Regulatory reporting is strongly desired.
Strong analytical, facilitation, and communication skills.
Proven experience analyzing complex customer and business requirements; anticipating operational risks, regulatory considerations and user experience challenges.
Moderate to advanced knowledge of tools and techniques for presenting and analyzing data including SQL, Access, Excel, relational databases, XML, JSON, Postman/Insomnia and SQL developer
Affinity for data; where to get it, how to use it, what it means
Ability to understand the technology and software architecture of an application
Demonstrated ability to produce supporting artifacts, such as process flows, context diagrams, UI wireframes, requirements, cross-domain dependencies, and business rules.
Experience with Financial Industry (Asset Management),
Experience with asset management back-office operations and mutual fund accounting a plus.
The Team
The Fiduciary Fund Oversight Technology Team within the Asset Management Technology (AMT), develops the proprietary internal Software system used by The Asset Management Treasurers Office to provide fiduciary oversight of Fidelity’s funds, shareholder activity, service providers and to meet regulatory reporting. These are purposely built software solutions with deep industry knowledge, technical experience to meet the fiduciary responsibilities of setting and monitoring adherence to fund policies. Our success is dependent on collaboration and partnership across AM Tech, and with our AM Finance and Fund Oversight partners.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Associate General Counsel – Charitable Programs
The FMR LLC Legal Department is seeking a motivated and detail-oriented attorney to join the Corporate Services legal team. This role will provide legal, tax and transactional support to the Fidelity Charitable Gift Fund, the largest public charity in the United States (by donations), and other philanthropic programs and services.
This is an excellent opportunity for:
Note: Fidelity is not providing immigration sponsorship for this position
As a key member of a collaborative legal team, you will work closely with Fidelity Philanthropic executives and associates, internal legal colleagues, and external counsel on a broad range of philanthropic offerings and services. In addition to ongoing programs and services, you will work on the development and implementation of new programs and services. You will also stay current on regulatory matters that impact the programs and services and react to day-to-day legal issues as they arise. You will work closely with external counsel for the board of trustees for the charitable programs as well as, from time to time, the boards of such programs. The work is dynamic, challenging, fast paced and engaging.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Associate General Counsel – Charitable Programs
The FMR LLC Legal Department is seeking a motivated and detail-oriented attorney to join the Corporate Services legal team. This role will provide legal, tax and transactional support to the Fidelity Charitable Gift Fund, the largest public charity in the United States (by donations), and other philanthropic programs and services.
This is an excellent opportunity for:
Note: Fidelity is not providing immigration sponsorship for this position
As a key member of a collaborative legal team, you will work closely with Fidelity Philanthropic executives and associates, internal legal colleagues, and external counsel on a broad range of philanthropic offerings and services. In addition to ongoing programs and services, you will work on the development and implementation of new programs and services. You will also stay current on regulatory matters that impact the programs and services and react to day-to-day legal issues as they arise. You will work closely with external counsel for the board of trustees for the charitable programs as well as, from time to time, the boards of such programs. The work is dynamic, challenging, fast paced and engaging.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may 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 Defined Contribution (DC) 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 & 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 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 Defined Contribution 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.
Demonstrated experience in recommending administrative, benefits process, and/or builds aligning with outsourcing product/services solutions.
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.
The base salary range for this position is $79,000-153,000 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.
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 Defined Contribution (DC) 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 & 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 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 Defined Contribution 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.
Demonstrated experience in recommending administrative, benefits process, and/or builds aligning with outsourcing product/services solutions.
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.
The base salary range for this position is $79,000-153,000 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.
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 Defined Contribution (DC) 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 & 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 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 Defined Contribution 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.
Demonstrated experience in recommending administrative, benefits process, and/or builds aligning with outsourcing product/services solutions.
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.
The base salary range for this position is $79,000-153,000 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.
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 Defined Contribution (DC) 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 & 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 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 Defined Contribution 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.
Demonstrated experience in recommending administrative, benefits process, and/or builds aligning with outsourcing product/services solutions.
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.
The base salary range for this position is $79,000-153,000 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.
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 Defined Contribution (DC) 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 & 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 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 Defined Contribution 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.
Demonstrated experience in recommending administrative, benefits process, and/or builds aligning with outsourcing product/services solutions.
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.
The base salary range for this position is $79,000-153,000 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.
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 Defined Contribution (DC) 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 & 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 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 Defined Contribution 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.
Demonstrated experience in recommending administrative, benefits process, and/or builds aligning with outsourcing product/services solutions.
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.
The base salary range for this position is $79,000-153,000 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.
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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
The base salary range for this position is $89,000-$180,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 currently sourcing for a Vice President, Trading Engineer for Crypto Trading to work in Jersey City, NJ
The Role
Vice President Trading Engineer will be working in development and delivery of high quality, timely and maintainable software solutions in an agile environment which meet functional and non-functional business requirements. This role will involve partner & stakeholder engagement, design and release support.
Designing and implementing technology solutions for the Fidelity Digital Asset 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
At least 12 years of software engineering experience
Strong background in designing and developing low latency trading systems.
Experience in building SOR, Algo engine, or exchange-connectivity for Equities or Crypto.
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.
Knowledge of FIX protocols
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 cloud-based deployments using Kubernetes and AWS
Ability to build reliable software that can withstand unreliable environments
Can provide leadership and mentorship across small, agile teams in a very collaborative environment where your ideas are welcome
Solid analytical, communication, and organizational skills
An interest in and experience with cryptocurrencies and a passion for keeping up to date in the space.
Have the drive and ability to deliver software with a high degree of automation
Proficient with version control systems and can handle development for multiple releases in parallel
Have the spirit and willingness to contribute to org level innovation
Have a learning mindset and is able to demonstrate versatility in addition to your specialization
Should have the ability to work effectively with both partners and project team members
Have Knowledge of Agile methodologies or iterative development processes
Have Knowledge of Acceptance test-driven development a plus.
Have Ability to take ownership
Coach team members and take accountability for the deliverables
Excellent collaboration and Interpersonal skills
Great attitude, being a mentor, team player and effective contributor
You have Focus on productivity
Experience in Capital markets or Crypto Currency specifically with exposure to Trading, Algo Trading.
The Team
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.
As a Software Engineer you will be an integral part of the Trading 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 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 Digital Asset® Trading Team is responsible for platform services and APIs that manage trading of crypto currency. 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.
The base salary range for this position is $140,000-285,000 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.
Principal Quantitative Developer
The Role
As one of the principal quant developer on the team, you blend investment management and technical expertise with a passion for delivering results. You will be ‘embedded’ within the quantitative research team and you will partner with the investment teams on various projects including portfolio construction, risk management, and alpha research. You will contribute to build high quality, robust, and efficient analytical solutions that will help in defining risk for the alternative investment processes.
The Expertise and Skills You Bring
Bachelor's degree (or above) in a quantitative or computational field such as Statistics, Computer Science or Applied Mathematics
6 years of experience in analytical models and working with investment professionals
Domain knowledge in either equities, fixed income or alternative asset classes
Deep understanding of quantitative techniques and methods, statistics and econometrics – including probability, linear regression and time series data analysis
Proven track record in hands-on development of analytical solutions
Full-stack software development knowledge.
Technical and programming skills including Python, SQL and Linux.
Ability to effectively communicate with multiple stakeholders, including fundamental and quantitative researchers, technology partners and senior management
Intelligently apply advanced analytics and quantitative concepts to support investment needs and develop new solutions.
Lead the implementation of a research project through the entire software development lifecycle utilizing a full-stack implementation.
Add scale, rigor, and repeatability to research through software development best practices.
Assist Research teams in developing new models and products that will provide an advantage to the organization in the marketplace.
Adept at detecting scope changes and escalating issues
The Team
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.
The base salary range for this position is $107,000-216,000 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.
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!
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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!
The base salary range for this position is $74,000-141,000 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.
Note: Fidelity will not provide sponsorship for this role.
The Role
The Fidelity Enterprise Infrastructure and Operations (EI&O) Datacenter and Network team is seeking a seasoned technology executive with deep expertise in network operations. This individual will play a critical role in shaping and leading the operational strategy for Fidelity’s global network, ensuring resilience, scalability, and efficiency across a complex enterprise environment.
This role is accountable for establishing and executing a network operating model that emphasizes observability, automation-driven operational procedures, disciplined ITSM practices, and proactive issue mitigation. The leader will collaborate closely with network engineering teams to manage operational readiness for all changes and enhancements, while fostering strong partnerships across geographically diverse teams. Success in this role requires not only technical excellence but also the ability to provide innovative thought leadership and drive transformation at scale.
Key priorities include delivering best-in-class incident management through tiered support and automated remediation, implementing robust observability with predictive analytics across all network layers, and overseeing service introduction for new capabilities and enhancements. Additionally, the role demands exceptional communication skills to clearly articulate complex issues, inspire critical thinking and action, and challenge the status quo by leading operating model changes that improve quality, stability, and efficiency.
The Expertise You Have and The Skills You Bring
15+ years of experience in enterprise operations and IT networking field
Experience operating and supporting large-scale multivendor network environments
Experience with network monitoring, troubleshooting and observability
Experience with technology lifecycle management, vulnerability management and industry best practices
Experience with enterprise IT service management platforms and ITIL
Experience with Lean / Agile based technology delivery teams
Capable of partnering with and influencing individuals at all organizational levels
Experience and knowledge in building strategies and a vision for implementing improvements.
Experience supporting cloud-based networking technologies
Strong problem solving, critical thinking, and analytical reasoning skills
Ability to partner and collaborate with other technical leadership and their teams
Strong leadership and communication skills including the ability to influence other teams, build associate development plans, coach and mentor others
Ability to lead root cause analysis (RCA) to prevent recurrences and identify potential technology, training or process remediation
Candidate should have experience with IP networking (LAN/WAN, SDWAN, MPLS), network security, traffic management, DDI, proxies, infrastructure automation (Python, Ansible), and network monitoring tools.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among 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 role.
The Role
The Fidelity Enterprise Infrastructure and Operations (EI&O) Datacenter and Network team is seeking a seasoned technology executive with deep expertise in network operations. This individual will play a critical role in shaping and leading the operational strategy for Fidelity’s global network, ensuring resilience, scalability, and efficiency across a complex enterprise environment.
This role is accountable for establishing and executing a network operating model that emphasizes observability, automation-driven operational procedures, disciplined ITSM practices, and proactive issue mitigation. The leader will collaborate closely with network engineering teams to manage operational readiness for all changes and enhancements, while fostering strong partnerships across geographically diverse teams. Success in this role requires not only technical excellence but also the ability to provide innovative thought leadership and drive transformation at scale.
Key priorities include delivering best-in-class incident management through tiered support and automated remediation, implementing robust observability with predictive analytics across all network layers, and overseeing service introduction for new capabilities and enhancements. Additionally, the role demands exceptional communication skills to clearly articulate complex issues, inspire critical thinking and action, and challenge the status quo by leading operating model changes that improve quality, stability, and efficiency.
The Expertise You Have and The Skills You Bring
15+ years of experience in enterprise operations and IT networking field
Experience operating and supporting large-scale multivendor network environments
Experience with network monitoring, troubleshooting and observability
Experience with technology lifecycle management, vulnerability management and industry best practices
Experience with enterprise IT service management platforms and ITIL
Experience with Lean / Agile based technology delivery teams
Capable of partnering with and influencing individuals at all organizational levels
Experience and knowledge in building strategies and a vision for implementing improvements.
Experience supporting cloud-based networking technologies
Strong problem solving, critical thinking, and analytical reasoning skills
Ability to partner and collaborate with other technical leadership and their teams
Strong leadership and communication skills including the ability to influence other teams, build associate development plans, coach and mentor others
Ability to lead root cause analysis (RCA) to prevent recurrences and identify potential technology, training or process remediation
Candidate should have experience with IP networking (LAN/WAN, SDWAN, MPLS), network security, traffic management, DDI, proxies, infrastructure automation (Python, Ansible), and network monitoring tools.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Design Director, you will help shape Fidelity’s workplace vision and design strategy across our global real estate portfolio. You’ll guide programming, space analysis, and design direction while overseeing complex projects ranging from small refreshes to large, multi‑phase renovations.
This is a highly collaborative, influence‑driven role. You will partner with Facilities & Operations, Engineering, Workforce Planning, Technology, Strategy, Finance, and Legal to define and advance cohesive workplace solutions. You’ll advise senior leaders, translate business strategy into design direction, align teams across all project phases, and ensure solutions support business needs and Fidelity’s design ethos.
You will champion design quality, improve space efficiency, and bring forward ideas that enhance the associate experience. Success depends on navigating a matrixed environment, building trusted relationships, and driving clarity and alignment across diverse stakeholders.
This role offers the opportunity to think beyond individual projects and influence how workplace design performs across an enterprise over time. It requires domestic travel (20–40%), including site visits and walkthroughs of active construction areas. Fidelity is not providing immigration sponsorship for this position.
Major Responsibilities:
The Expertise and Skills You Bring
Note: Fidelity is not providing immigration sponsorship for this position
The Team
Our team is responsible for the design of Fidelity’s global real estate portfolio, creating environments that bring Fidelity’s culture to life and empower associates to do their best work, every day.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations 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 Systems Analyst, Non‑Human Identity and Secrets Management
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.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 is an individual contributor data science role. In this role, the individual leads machine learning projects with diverse scope and complex business and technical challenges. Coordinates with senior business and technology partners to develop solutions to the most complex business analytical needs. Oversees end-to-end process to push code from research to production. Delivers results with clear and measurable impact to the business. Consults with senior business and technology partners to identify priorities and establish analytic goals. Executes on direction for data identification, collection and qualification activities. Presents reports and findings to senior technical and non-technical audiences. Enjoys collaboration and revels in working as part of a team to solve deep applied problems.
You will have:
The Team
We are a data science 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 have incorporated LLM use cases into our pipeline, amongst other emerging technologies.
es.
The base salary range for this position is $126,000-255,000 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.
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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
The Role
Are you looking for a position to grow your business and auditing skills, expand your knowledge of Fidelity’s Asset Management business, 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 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 in Accounting, Finance, or related field of study.
Professional audit certifications (e.g., CPA, CIA, CISA) and/or registration/licensing preferred.
7-10 years of external and internal audit or related experience, preferably in financial services.
Asset management, managed accounts, and/or associated middle and back office experience is a plus.
In-depth knowledge of audit practices, tools, techniques, concepts, and trends
Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership.
Ability to work simultaneously on multiple tasks and lead team priorities and workload.
Strong problem solving and analytical skills.
Commitment to innovative, collaborative, and digital working style.
Strong presentation, written, and interpersonal communication skills.
Hands-on work style and ‘can do’ attitude with a strong desire to make things happen.
Knowledge in IT general controls is a plus.
The Team
The Audit Senior Manager will be responsible for leading business and/or integrated audits in support of Fidelity’s asset management, 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. Responsibilities include and are not limited to:
Works with business and technology management to build an understanding of complex functions.
Reviews end-to-end business processes and supporting technology workflows prepared by the team to ensure they capture risks and controls embedded throughout the function.
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.
Reviews audit reports drafted by the team to ensure issues identified, including resulting management action plans, are clearly described and include related implications to the business or enterprise as a whole.
Coaches and mentors Analysts and Senior Analysts on the team.
Builds deep working relationships with audit teams and clients.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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
College degree preferred or equivalent work-related experience.
Series 7 & 63 required.
8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.
Your retirement plan record keeping and administration experience.
Your relationship management experience.
You have excellent verbal and written communication skills.
Your excellent organization and time management skills and attention to detail.
You have demonstrated problem-solving skills.
Your effective presentation skills, influence and negotiation skills.
Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.
Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.
Building client relationship to highest level of decision makers.
Planning and conducting effective in-person and/or phone meetings.
Makes thorough plans and preparations for client meetings.
Properly planning, influencing, and implementing Fidelity solutions to address needs.
Differentiating Fidelity's benefits approach against competitive benefit solutions.
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.
Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.
The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.
Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.
Actively facilitating Investment Review meetings.
Working closely and actively leads discussions with the Investment Strategist to create effective investment strategies and develop solutions that benefit clients/Fidelity.
Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.
The MD is expected to own the client relationships for which they are accountable.
This includes problem resolution on behalf of clients to produce a satisfactory outcome.
The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager Administrator, Testing and Reporting Analyst) providing services through the MD to the client.
The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.
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
College degree preferred or equivalent work-related experience.
Series 7 & 63 required.
8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.
Your retirement plan record keeping and administration experience.
Your relationship management experience.
You have excellent verbal and written communication skills.
Your excellent organization and time management skills and attention to detail.
You have demonstrated problem-solving skills.
Your effective presentation skills, influence and negotiation skills.
Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.
Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.
Building client relationship to highest level of decision makers.
Planning and conducting effective in-person and/or phone meetings.
Makes thorough plans and preparations for client meetings.
Properly planning, influencing, and implementing Fidelity solutions to address needs.
Differentiating Fidelity's benefits approach against competitive benefit solutions.
Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.
Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.
The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.
Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.
Actively facilitating Investment Review meetings.
Working closely and actively leads discussions with the Investment Strategist to create effective investment strategies and develop solutions that benefit clients/Fidelity.
Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.
The MD is expected to own the client relationships for which they are accountable.
This includes problem resolution on behalf of clients to produce a satisfactory outcome.
The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager Administrator, Testing and Reporting Analyst) providing services through the MD to the client.
The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations 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
Note: Fidelity will not provide immigration sponsorship for this position.
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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Client Service Representative (CSR) supports Registered Investment Advisors (RIAs) that custody their clients’ assets with Fidelity. You will work within a Service Team environment based on a service tier, which consists of dedicated lines of businesses and client service managers. You will work on all service and operational requests from a specific group of clients (or tier) and will be responsible for the overall service experience for those clients. You will be highly engaged in all areas of support relative to the activities of specific clients and business partners, including phone support and other alternative communication channels. You will work under moderate supervision to process routine, daily transaction volumes within scope of responsibility.
Many Client Service Representatives progress to the role of Client Manager. The Client Manager role has a clear promotional path starting at Client Manager I to Client Manager III with increasing responsibilities and scope of assets and number of firms supported.
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 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.
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 Investments is an equal opportunity employer.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.
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.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.
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
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
]]>Modeling Actuary
The Role
Based in Bermuda, the Modeling Actuary is a key member of the actuarial team reporting to the Chief Actuary. In this role, you will be responsible for developing and maintaining actuarial models supporting the liability valuation and reserving process under the Bermuda EBS framework and US GAAP, and the evaluation of new reinsurance transactions.
Assist with preparation of reports covering US GAAP, US tax, Bermuda Statutory Financial Statements, Bermuda Economic Balance Sheet, and Bermuda Solvency Capital Requirement.
Provide additional actuarial support for the Company’s Investment, Risk, and ALM functions
Support the Company’s multi-year financial planning process
Ensure an accurate transition and smooth integration of pricing models into the Company’s corporate model framework
Other actuarial support as appropriate
The Expertise and Skills You Bring
Fellow of the Society of Actuaries
10+ years of life and annuity insurance and/or reinsurance experience
Familiar with US life and annuity product designs and features
Experienced MG-ALFA user with a comprehensive actuarial modeling skillset
Strong US GAAP and Bermuda solvency framework experience
Strong interpersonal skills with a collaborative style
Ability to effectively prioritize and manage workload with a sense of urgency
Ability to be a team player, assisting where needed across various corporate functions to achieve operational goals
Preferred Skills:
Asset-liability risk management experience
Investment knowledge relevant to life reinsurance
Life and annuity product pricing experience
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.
#Soteria