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<h3>Job Description:</h3>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 &amp; practices, hands-on exposure to Hardware Security Modules, exposure to Blockchain/Digital Currencies, and leading systems monitoring tools &amp; technologies. The Expertise You Have and The Skills You Bring <ul><li>Bachelor's degree in computer science or equivalent technology discipline</li><li>6+ years of experience in a distributed IT Engineering and/or support function</li><li>2+ years of experience with implementing and supporting APIs, Key management &amp; Encryption products, and solutions.</li><li>1-2 years of experience with cloud computing (AWS/Kubernetes/Containerization)</li><li>Understanding of Cryptography/encryption concepts, methods, and processes.</li><li>Strong working knowledge of OS (Linux and Windows) from security point of view (configuration, hardening etc.).</li><li>Knowledge of deploying and managing APIs, and automation/scripting (Python/Bash, PowerShell, etc.).</li><li>Hands-on experience in CI/CD and configuration management systems such as Github, Jenkins and Artifactory</li><li>Hands on experience with Hardware Security Modules (HSM) for key management is highly desired.</li><li>Good system analysis and problem-solving skills.</li><li>Understanding of Agile methodology and ability to work in a fast-paced Enterprise environment is desired.</li></ul>The Value You Deliver <ul><li>You will be part of a highly talented Cybersecurity Dev/Ops team that designs, builds, and supports critical solutions for Fidelity cryptocurrency infrastructure.</li><li>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.</li><li>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</li><li>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</li></ul><h3>Certifications:</h3><h3>Category:</h3>Information TechnologyFidelity’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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Investments

Senior Systems Engineer (Cybersecurity)

<h3>Job Description:</h3>Director, Sales, Fidelity Digital Assets® The Role Fidelity Digital Assets® is seeking a Director of Sales to achieve sales goals in onboarding institutional clients to our Enterprise-grade custody and execution services offerings. The position will report into the Head of US Sales in either Boston, New York or New Jersey. A successful candidate will contribute to the strategic vision and direction of the organization, including: <ul><li>Driving sales within Institutional segments by identifying prospective clients, building a pipeline and onboarding clients that align with our product, risk and financial priorities. </li></ul><ul><li>Delivering on client acquisition and revenue-based KPIs. </li></ul><ul><li>Shaping go-to-market strategies and participate in the marketplace to develop and maintain sales channels. </li></ul><ul><li>Representing the voice of the market and the customer with peers and partners in across our business units. </li></ul><ul><li>Communicating effectively to audiences with varying levels of seniority your sales pipeline together with an understanding of finance, cryptoassets and distributed ledger technologies. </li></ul><ul><li>Contributing to a climate that values and rewards contributions, drive, initiative, and achievement of results. </li></ul>The Expertise and Skills You Bring <ul><li>Proven professional success in an institutional sales role at a bank, broker-dealer or other financial institution with a preference for technology-led services (e.g. prime brokerage, clearing, electronic trading sales). </li></ul><ul><li>Demonstrable understanding of institutional investors and intermediaries, such as hedge funds, market-makers, brokers, corporates, banks, RIAs and Family Offices </li></ul><ul><li>Ability to quickly size up a market opportunity, understand the relevance of distribution channels, and negotiate deals. </li></ul><ul><li>Experience as a financial services executive over 10+ years’ of institutional sales, located in Boston, New York or New Jersey </li></ul><ul><li>Demonstrated understanding of technology, market, and ecosystem as it relates to cryptocurrencies, blockchain, tokenized securities, electronic execution, institutional custody, and brokerage businesses. </li></ul><ul><li>Experience managing a client pipeline and driving financial results in a thoughtful and collaborative way. </li></ul><ul><li>Exceptionally strong interpersonal skills in managing internal and external relationships in a proactive, energetic and customer-obsessed way. </li></ul><ul><li>Comfort with the sales toolkit, including experience with CRM systems and development of sales materials. </li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe 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. As a Director of Sales at Fidelity Digital Assets®, you will interface daily with internal &amp; external stakeholders. You will drive sales within our institutional client segments by identifying opportunities for deep and lasting client relationships. The base salary range for this position is $90,000-$204,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.<h3>Certifications:</h3><h3>Category:</h3>Sales

Director, Business Development

<h3>Job Description:</h3>Job Title – PRINCIPAL - QUALITY ENGINEERINGThis role, as part of the WI QE group, will be critical in supporting development of our capabilities relative to automation including supporting execution of our automation road map, working with team members to develop infrastructure and tools required across multiple technology stacks, working within guidelines and offering suggestions relative to governance procedures and overall development standards.The Purpose of This RoleThe primary objective of the WI QE team is to enable the WI business, while working with IT business partners in a well-integrated way. Over the past 10 years the team has developed technical expertise on various functions within each business line of Workplace investments, across strategic new products and within data engineering. We strive to achieve technical excellence in each of these functions and help the WI business accomplish its long-term objectives. This role focuses on the development of Automation Infrastructure in support of business needs and the technology evolution to a DevOps culture.The Value You Deliver<ul><li>Translate business and systems requirements into technical requirements for automation and software tools &amp; framework.</li><li>Design, develop, document, and maintain automated tests and software tools.</li><li>Actively contributing in the day-to-day planning, design, execution, and reporting of automation metrics and KPI’s</li><li>Adhere to software engineering principles in development of automation software and develop software to test software</li><li>Understand and apply test driven/behavior driven design concepts to test and debug automated solutions and software utilities developed by self and others.</li><li>Do white box testing where required</li><li>Deliver accurate and maintainable code for automated test suite and software utilities.</li><li>Collaborate with other technical resources to:<ul><li>Suggest improvements for processes, best practices, and standards.</li><li>Identify opportunities to improve maintainability of automation platform.</li></ul></li></ul>The Expertise We’re Looking For10+ years of relevant experience in a reputed IT organizationPrimary Skills (Must Have) – Experience with CICS Screens; Data sets; TSO; Mainframe, PROC, GDG, VSAM; IBM JCL, COBOL, SPUFI, FILE-AID, SORT, Endeavor, IDCAMS, SDSF, Proficient Query skills &amp; Experience with Ops Cycle.Secondary Skills (Good to Have) – Mainframes Automation, IBM Utilities &amp; Selenium or API AutomationTechnical / Behavioral Skills that are Key to this role<ul><li>You should have a good understanding of the software development process including analysis, design, coding, system and user testing, problem resolution, and planning</li><li>You should have good analytical skills and high aptitude to learn and adapt to new processes</li><li>Good understanding of Automation Frameworks – Behavior / Data / Key word Driven, Hybrid</li><li>You should be able to effectively debug and test own automation code, software code</li><li>You should have good Written and verbal communication and presentation skills</li><li>Your ability to work effectively with both business customers and project team members will be a strong factor that will be considered</li><li>Good interpersonal, relationship management and facilitation skills</li></ul>How Your Work Impacts the OrganizationThe primary objective of the Workplace Solutions team is to enable the WI business in the US, while working with IT business partners in the US in a well-integrated way. WI comprises five business lines - Defined Contributions, Defined Benefits, Stock Plan Services and Health Care Group and Health Savings Account. Over the past 10 years the WS team has developed technical expertise on various functions within each business line of Workplace investments, across strategic new products and within data engineering.Company OverviewFidelity Investments is one of the world's largest providers of financial services. Headquartered in Boston, US, Fidelity's goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. Privately held for nearly 70 years, Fidelity employs 45,000 associates who are focused on the long-term success of our customers. FMR (Fidelity Management &amp; Research) India is the Global Inhouse Center of Fidelity Investments. Headquartered at Bangalore, where operations commenced in 2003, FMR India has another fully functional unit at Chennai. To know more visit : <a href="https://india.fidelity.com/india/" target="_blank">FMR India</a>Location: Bangalore, EGLShift timings: 11:00am - 8:00pm<h3>Certifications:</h3><h3>Category:</h3>Information Technology

Principal SE - Mainframe Testing & Selenium

<h3>Job Description:</h3><h3>About the job </h3><h3>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.</h3>As a UX Writer/Content Strategist, you’ll play a key role in shaping customer experiences—helping people understand complex financial topics and translating strategy into clear, effective digital content. This is your opportunity to solve a variety of communication challenges: from crafting UX copy for navigation and user flows, to writing concise, engaging educational and transactional 0content for mobile devices, and developing personalized messaging strategies that span entire customer journeys.You’re passionate about language, a natural collaborator, and thrive in partnership with experience designers. You’ll help guide projects from concept to completion, using data and analytics to test, iterate, and continuously improve content. The expertise and skill you bring<ul><li>5–7+ years of professional writing experience in UX writing, copywriting, or technical writing. Experience in financial services is a plus, but a strong portfolio that demonstrates your skills is essential.</li><li>A versatile writer who can tailor messaging for diverse audiences—whether it’s individual investors, small business owners, or enterprise clients.</li><li>A clear communicator who can break down complex topics into conversational, approachable language.</li><li>A strategic thinker who can zoom out to see the big picture, then translate it into cohesive, connected content blocks.</li><li>A curious collaborator who asks the right questions and works effectively with business partners, legal teams, and cross-functional stakeholders.</li><li>Experience creating personalized content across mobile and web platforms.</li><li>A team player with a track record of successful collaboration with Design, Marketing, and Product teams.</li></ul>“Note: Fidelity will not provide immigration sponsorship for this position.”The base salary range for this position is $81,000-$137,000 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 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.<h3>Certifications:</h3><h3>Category:</h3>Marketing

Principal, UX Content Strategy

<h3>Job Description:</h3>Director, Product Owner The RoleFidelity Charitable is actively seeking an experienced digital leader to drive key initiatives evolving the next generation giving platform. This role is part of the Portfolio delivery team responsible for delivering on a strategic multi-year plan to reimagine the digital experience and solutions for donors, associates, advisors and non-profits. As a Director, Product Owner, you act as a catalyst and vision-keeper for agile teams. You support multiple teams’ delivery by ensuring the backlog is prioritized, engaging actively with the teams, guiding teams towards solutions, measuring impacts, and broadcasting results to the broader organization. The product owner communicates with stakeholders, while simultaneously working to connect the teams to users and the broader business. This role will also be responsible for assisting with broader advisor and non-profit solutions area needs for things like, prioritizing across team backlogs, strategic thinking and success metric analysis.<ul><li>Engagement with broader Fidelity Charitable staff to identify and deliver platform enhancements that drive user experience and donor results</li><li>Serve as Product Owner throughout agile process, ensuring user stories and business acceptance criteria meet business requirements and user expectations</li><li>Mentor/Coach other Product owners on standards and best practices</li></ul>The Expertise and Skills You Bring<ul><li>8+ years product management/ product owner experience</li><li>BA or BS, MBA a plus</li><li>Ability to manage requirements and backlogs for up to two teams.</li><li>A passion for innovation and big picture thinking, while also being able to comprehend and communicate details of feasibility and delivery</li><li>A background in agile methodologies at scale</li><li>A Product mindset that indexes to client obsession, outcomes, and execution</li><li>Ability to collaborate with cross functional teams to deliver value for our associates and end users</li><li>Ability to translate cross functional business goals, epics, and user stories for an Agile team</li><li>Experience creating product backlogs, prioritized based on value, size, risk, and other relevant considerations</li><li>Experience encouraging teams to take ownership for their commitments without sacrificing quality or sustainable pace</li><li>Comfort with emerging technologies, assessing new opportunities and engaging with creative thinkers passionate for how technology is best used to make giving easier and impactful</li><li>Strong communication skills with experience presenting to senior audiences and stakeholder management</li><li>Strong problem-solving and decision-making skills</li><li>Experience working closely with agile teams to define initiative roadmap, prioritize backlog(s), and define a Minimum Viable Product</li><li>Create and maintain strategy decks and provide regular roadmap updates</li><li>Passion from solving problems without leading with solutions</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThis team is part of the Advisor and Non-Profit Solutions Product Area within Fidelity Charitable, whose mission is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple and effective.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 Owner

<h3>Job Description:</h3>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 &amp; 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.<ul><li>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.</li><li>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.</li><li>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.</li></ul>Advantages of our career development experience…<ul><li>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.</li><li>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.</li><li>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.</li><li>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.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur 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<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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 - Clearwater, FL

<h3>Job Description:</h3> 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<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul>The Purpose of Your RoleYour 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. <h3>The Skills You Bring</h3><ul><li>You are an effective community builder, taking a collaborative approach to problem solving while leveraging resources and stakeholder expertise</li><li>You’re able to coach others to their full potential, providing them ongoing support and encouraging the achievement of their career aspirations</li><li>With your professional demeanor and excellent interpersonal skills, you easily foster relationships with clients, as well as internal associates, improving productivity and implementing ideas</li><li>You help your associates identify what is needed for them to achieve their goals and you hold them accountable through inspiring and aligned conversations</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You DeliverThis member of branch management will:<ul><li>Connect our people to our mission, applying timeless leadership principles to help every associate perform at, or above, their full potential</li><li>Build a culture of trust through compelling communication, collaboration and coaching</li><li>Uphold team commitments through supportive accountability, regular and individualized one-on-one conversations</li><li>Implement national initiatives and cultivate business through in-branch client contact, local marketing, educational seminars and client appreciation</li><li>Coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Oversee operational activities, including supervision of local risk and compliance issues and client concerns</li></ul>How Your Work Impacts the OrganizationYou will function as a 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, and you’ll be creating the culture that ensures every client receives the experience they deserve and each associate maximizes their potential. <h3>Certifications:</h3>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Branch Leader - Austin, TX (Domain)

<h3>Job Description:</h3>The RoleAs a Vice President, Alternatives Channel Strategist, you will focus on Fidelity’s Wealth and Brokerage Channels. The Wealth channel supports Fidelity’s High Net Worth clients providing financial planning and advice, whilethe Brokerage channel supports clients who are not in a covered relationship with an advisor. This individual will be an on-call source for alternative product expertise and will be expected to spend significant amount of time within these channels providing education on our alternative suite of products, problem solving, and collecting feedback.You should have expertise with both the investment product and the legal documentation required to be an investor within the alternative products. You will articulate the investment process and positioning across a suite of asset management’s alternative products. You will be responsive and willing to work with advisors, brokerage representatives and their clients. The ideal candidate will have strong attention to detail and will need to collaborate with other Fidelity groups to solve advisor and client issues timely and accurately. You will be responsible for helping drive alternative product awareness, working with investment and marketing teams on presentations and thought leadership.The Expertise You Have<ul><li>Bachelor’s Degree required, MBA a plus</li><li>CFA and/or CAIA strongly desired</li><li>Series 7 and 63 (or equivalent)</li><li>Strong knowledge of private placements and the Fidelity Wealth and Brokerage organizations</li><li>Proven success with business development, intermediary distribution and client relationships is strongly preferred</li><li>A minimum of10 plus years’ experience in the financial and investment management industry, with a history of successfully leading multiple client relationships. Asset management client relationship experience preferred</li></ul>The Skills You Bring<ul><li>Proven ability to follow through on projects and be highly responsive to inquiries from simple to complex</li><li>Proficient in promoting multi-asset class investment solutions</li><li>Excellent presentation and communication skills needed to present, deliver and articulate Fidelity’s positioning and development of existing and new products</li><li>Ability to discuss complex issues and communicate them in writing to key constituencies in a straightforward manner</li><li>Strong consultative, relationship-based selling skills</li><li>Be able to bring new product ideas back to investing and product development groups</li><li>Work with various advisors and portfolio teams on complete alternative selling process from sourcing and meeting with prospects investors, educating internal sales team, working through prospect’s due diligence, and maintaining relationships</li><li>Keen intellect, quick study of complex subjects and strong market knowledge of the Firm’s competitive position within discrete markets</li><li>Outstanding collaboration skills, ability to work appropriately with portfolio managers, product development, legal, compliance and operations</li><li>Proven ability to work across a complex organizational culture</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Product ManagementFidelity’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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Alternatives Channel Strategist

<h3>Job Description:</h3><h3>Wealth Planner</h3>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.<h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>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.)</li></ul><h3>The Purpose of Your Role</h3>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.<h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>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)</li><li>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</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>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)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>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</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3>You are helping families grow, manage, and protect their assets by:<ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>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</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3>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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-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, Wealth Planner - Louisville, KY

<h3>Job Description:</h3>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 &amp; 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.<ul><li>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.</li><li>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.</li><li>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.</li></ul>Advantages of our career development experience…<ul><li>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.</li><li>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.</li><li>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.</li><li>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.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur 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<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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