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<h3>Job Description:</h3><p><strong>Senior Systems Engineer</strong></p><p>At Fidelity Ireland we pride ourselves on a culture that allows you to share, collaborate and be yourself in a dynamic workplace. Our team uses a variety of technologies that either use your current skills or build a platform for continuing to grow by learning new technologies and skills.</p><p>We have a great opportunity for a Senior Systems Analyst to join our team in the Fidelity Wealth organisation. You will work as part of a team developing on the Baskets Portfolio application platform, A self-directed portfolio offering that allows customers to build and manage a portfolio (Basket) of stocks and ETFs.</p><p>Our development teams are highly collaborative and encourage creativity, innovation, and excellence. Your experience, skills, and input will be critical to our shared success.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>Degree or equivalent in Computer Science, Engineering or related discipline.</li><li>Experience in working on large software projects in the areas of requirements gathering and systems analysis and design.</li><li>Experience in writing user stories &amp; working with business partners to elicit requirements.</li><li>Knowledge of or experience in working on applications with a range of software technologies (web, middle tier, database) and/or service-oriented architecture is a plus.</li><li>Experience in using tools such as JIRA and JIRA Align, with a deep understanding of JIRA Scrum Boards.</li><li>Experience with logical data modelling and relational database design a benefit.</li><li>Experience of working within an agile development environment.</li><li>Excellent interpersonal and communication skills.</li><li>Excellent collaboration skills to work with multiple teams in the organization.</li><li>Financial Services industry experience preferred but not essential.</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>The successful candidate will be a member of a team that are at the forefront of engineering in Fidelity Wealth with a strong focus on engineering excellence. We seek a Senior Systems Analyst who is versatile, always eager to tackle new problems and continue to push technology forward. This position is intended for an individual contributor who has strong engagement and the ability to work effectively in a multi-functional agile team.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>You can run effective requirements gathering sessions with business stakeholders, using a variety of methods to elicit and understand needs e.g. process flows, user journey mapping</li><li>You can conceptualize and capture a problem or feature need and leverage different methods to convey the requirement to engineers and business partners e.g. user stories, process flows</li><li>Strong understanding of principles of good software design and can work with engineers and architects to craft an optimal solution approach</li><li>Strong attention-to-detail and work effectively with developers, business analysts, and technologists as part of an agile team</li><li>Strong analytical, communication and organisational skills and the ability to manage multiple tasks at a given time</li><li>Collaborative in your approach, actively contributing to how work gets completed, and you thrive in a team environment</li><li>Strong facilitation skills with ability to understand and help address challenges and roadblocks</li><li>Excellent written/verbal communication, influencing and people-interaction skills</li><li>You have a proven ability to work efficiently in a complex matrixed organization</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>By understanding the business needs and being the primary link to the development team, you will help to deliver strategic software for the enterprise</li><li>You will work with technology and business partners to understand project objectives, timelines, use cases and requirements</li><li>Our cross functional team need you to translate business requirements for features and minor enhancements into user stories</li><li>You will work closely with the developers to ensure that all systems design requirements are understood</li><li>You will build a deep understanding of the application domain</li><li>Work with technology &amp; business partners to understand project objectives, priorities, timelines, use cases and requirements</li><li>Identify team improvement opportunities and enable the team to implement continuous improvements</li></ul><p>For more like this search #SWE</p><h3>Category:</h3>Information Technology

Fidelity Investments

Senior Systems Analyst

<h3>Job Description:</h3><p><strong>Job Description:</strong></p><p>Require a Sr. Systems Services and Support Engineer for Production Excellence squad within Fidelity’s Brokerage Technology team. The team builds and modernizes applications to support domestic and international lending. The squad member will work on production stability initiatives including monitoring, scalability, capacity, performance of distributed applications. They will also perform incident response and participate in technology life-cycle management initiatives.</p><p><strong>The Value You Deliver</strong></p><p>Provide production support, engaging squads to address issues. Provide production monitoring data to squads to assess stability and performance. Deliver quality technology solutions to complex business issues in an agile environment. Collaborate with internal and external product teams to deliver a cohesive solution.</p><p><strong>The Skills that are Key to this role</strong></p><p><strong>Technical</strong></p><ul><li>Ability to troubleshoot issues at the server level to assess source of issue</li><li>Monitor the logs using Datadog and Grafana visualization tools</li><li>Hands on experience in the technology stack – Java, Spring Framework, Spring Boot, PL/SQL, Angular/Bootstrap</li><li>Experience in developing PowerBI dashboards</li><li>Windows and Linux OS (shell scripting)</li><li>DevOps, Monitoring, and cloud computing skills</li><li>Hands-on experience in using RESTful Web Services with Java technologies.</li><li>Solid experience understanding architectural patterns, micro-services, messaging/event driven frameworks and enterprise databases in an agile environment.</li><li>Assist with root cause analysis process and provide feedback</li><li>Establish SLA/SLO/SLIs with error budget and monitor</li><li>Assist on Technology Lifecyle Management (TLM) Top Initiatives reporting and collaboration</li><li>Exposure to messaging or and streaming frameworks including Kafka, * MQ, JMS.</li><li>Hands on experience in practicing test automation at various levels of testing (unit, component, integration, and functional tests).</li><li>Knowledge of Linux and shell scripting is an advantage</li><li>Containerization (Docker), Kubernetes, cloud deployment tools is highly preferred</li><li>Experience building and deploying applications using continuous integration pipelines and automated deployment tools such as GIT, Maven, Jenkins, uDeploy</li><li>Basic knowledge of AWS features and components</li></ul><p><strong>Behavioral</strong></p><ul><li>You have a <strong>passion for technology</strong> and can navigate your way across complex and rapidly changing landscapes by staying on top of latest trends and thrive by sharing knowledge.</li><li>Ability to learn quickly, be inquisitive/engaged and be proactive in your own learning</li><li>Be Collaborative: work in partnership with the users, architecture, and engineering teams to deliver end-to-end solutions.</li><li>Be Creative: promote and foster an environment of innovation to deliver solutions to market which help improve scale and efficiency, business growth and investment performance.</li><li>Inspire Others: demonstrate a deep passion for technology and financial domain and create an ability to tap into the creative minds of the engineering team.</li><li>Works well under pressure and have a proven track record of delivering quality software.</li></ul><p><strong>The</strong> <strong>Skills that are Good to Have for this role</strong></p><ul><li>Strong communication skills</li><li>Exposure to working in cloud technologies like AWS.</li><li>Experience in agile methodology</li><li>Experience creating queries for Oracle PL/SQL, SAP, DB2</li><li>Trading domain experience with exposure to brokerage operations</li></ul><p><strong>The Expertise We’re Looking For</strong></p><ul><li>Strong fundamentals in computer science</li><li>Experience in Unix Shell scripting</li><li>Experience in developing reports in DAX/PowerBI</li><li>Debugging skills</li><li>3+ years of experience in information technology</li><li>Financial services experience preferred</li></ul><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Systems Services and Support Analyst

<h3>Job Description:</h3><p>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.</p><p>The <strong>Expertise</strong> We’re Looking For</p><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>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>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.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>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</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>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.</p>The base salary range for this position is $106,500 - $171,500 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>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.</p><p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Branch Leader - Highland Park, IL

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>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. </p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>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</li></ul><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>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!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Relationship Manager - Carmel, IN

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>Do you have a solid understanding of regulatory reporting requirements for SEC-registered investment companies? Are you interested in driving operational change and implementing new regulatory reporting requirements?, If this sounds like you, this job is for you! </p><p>As a <strong>Senior Manager, Shareholder Reporting</strong> you will leverage your analytical stills and attention to detail to deliver accurate and time-sensitive regulatory reports and filings required for shareholders and regulators. You will also coach and mentor staff to achieve high-quality results and adhere to process controls to proactively mitigate risk. Your ability to work within a team and under pressure to meet deadlines will be essential to our success and in helping to support the service line’s overall mission to deliver high-quality and efficient shareholder reporting solutions for Fidelity’s registered funds. </p><p>In this role, you will: </p><ul><li><strong>Inspire and guide</strong> a team to deliver high-quality, time-sensitive regulatory documents. </li></ul><ul><li><strong>Champion process excellence</strong> by implementing strong operational routines and identifying automation opportunities. </li></ul><ul><li><strong>Collaborate cross-functionally</strong> with our external vendors, several internal business partners, and legal teams to streamline workflows and reduce risk. </li></ul><ul><li><strong>Mentor and develop talent</strong>, fostering a culture of accountability, innovation, and continuous improvement. </li></ul><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li>Bachelor’s degree or equivalent with 5+ years of financial services experience with a mutual fund operation, custodian bank or asset manager with a focus on legal and financial regulatory reporting </li></ul><ul><li>Solid understanding of risk frameworks and ability to design and lead processes ensuring a strong control environment </li></ul><ul><li>Focus on innovation – ability to identify and drive forward ways to improve and automate current processes </li></ul><ul><li>Ability to work with all levels of management and influence high impact decisions quickly and accurately </li></ul><ul><li>Strong understanding of workflows and requirements of internal and external business partners and systems applications </li></ul><ul><li>Experience with helping to define and understand the environmental impacts of initiatives too anticipate and coordinate operational readiness </li></ul><ul><li>Excellent written and verbal communication and strong presentation capability </li><li>This role may be filled at a Manager (gr 5) or Senior Manager (gr 6) level based on business needs.</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><p><strong>The Team</strong> </p><p>In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of developing reporting solutions for Fidelity’s new investment products, including alternative investments, while incorporating new and changing regulations and implementing a brand new technology platform that will transform the way we work. We offer ample opportunities to develop key knowledge, experience, and capabilities that will continue to contribute to Fidelity’s current and future success! </p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Sr. Manager, Shareholder Reporting

<h3>Job Description:</h3><p><strong>Compliance Director, Fixed Income Compliance</strong></p><p><strong>The Role</strong></p><p>Fidelity Institutional Compliance is seeking an associate to provide compliance coverage for Fidelity Capital Markets (FCM) fixed income trading, sales and underwriting desks. FCM is the trading arm of Fidelity Investments, executing trades on behalf of institutional clients and many of Fidelity’s other businesses.</p><p>The FCM Compliance Director will be responsible for providing a broad range of direct advisory support to trading desks and product areas within FCM. The associate will build and maintain relationships with business partners, advise on policy matters, and coordinate key compliance activities relevant to our businesses. In addition to fixed income coverage, the Compliance Director will support FCM’s Equity Syndicate Desk.</p><p><strong>The Compliance Director will be responsible for: </strong></p><ul><li><p>​Providing ongoing advisory support to FCM fixed income trading, sales, and underwriting desks.</p></li><li><p>Developing and maintaining written supervisory procedures and compliance policies applicable to the team’s coverage area.</p></li><li><p>Facilitating the implementation of new or amended regulations.</p></li><li><p>Collaborating with the FI Compliance Regulatory Management team in regulatory matters, as necessary.</p></li><li><p>Supporting the introduction of new products and service initiatives by providing advice and developing the appropriate Compliance/supervisory infrastructure.</p></li><li><p>Designing and delivering targeted training to business personnel.</p></li><li><p>Tracking emerging regulatory issues that may impact the firm by analyzing relevant enforcement matters and being an active participant in relevant industry groups.</p></li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>Prior experience in a fixed income trading environment and/or relevant experience with a securities regulator.</p></li><li><p>Familiarity with one or more of the following fixed income product areas: underwriting, trading, institutional sales, or fixed income trade reporting (TRACE/RTRS).</p></li><li><p>Strong written and oral communication skills including the ability to explain issues accurately and succinctly to compliance and business management.</p></li><li><p>The ability to work both independently and as part of a closeknit team.</p></li><li><p>Accountability and ownership of issues and initiatives, with an ability to independently exercise good judgment and see projects through to completion.</p></li><li><p>Intellectual curiosity and sharp investigative skills, as well as strong analytical and problem-solving skills.</p></li><li><p>Ability to influence key decision makers through a combination of knowledge, reasoning and relationships.</p></li></ul>The base salary range for this position is $100,000-$169,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance

Compliance Director

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>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</p></li><li><p>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</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>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!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><p>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.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Investment Consultant - Carmel, IN

<h3>Job Description:</h3><h3>Financial Representative</h3><p>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.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>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</li></ul><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>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!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>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.</p><p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Securities Industry Essentials (SIE) - Issuing Authority, Series 07 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Monterey, CA

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>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</p></li><li><p>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</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>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!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><p>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.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $56,000 - $72,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>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.</p><p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - San Jose, CA

<h3>Job Description:</h3><p><strong>(Registration Statement Production)</strong></p><p><strong>The Role</strong></p><p>Are you interested in leading both people and process on an operational team? Are you someone who stays current on regulatory trends? Do you have an understanding of regulatory reporting requirements for SEC-registered investment companies? If this sounds like you, this job is for you!</p><p>As <strong>Director, Shareholder Reporting</strong>,<strong> Registration Statement Production</strong>, you’ll lead a dedicated team responsible for preparing and delivering critical registration statements and shareholder filings for Fidelity’s U.S. mutual funds, ETFs, and closed-end products. These include prospectuses, statements of additional information, and more—ensuring compliance with evolving securities laws.</p><p>In this role, you will:</p><ul><li><strong>Inspire and guide</strong> a team to deliver high-quality, time-sensitive regulatory documents.</li><li><strong>Champion process improvements </strong>by implementing controls and identifying automation opportunities.</li><li><strong>Collaborate cross-functionally</strong> with data, systems, audit firms, and legal teams to optimize workflows and reduce risk.</li><li><strong>Develop talent</strong>, encouraging accountability, innovation, and continuous improvement.</li></ul><p>This is more than a leadership role—it's an opportunity to influence how Fidelity meets its regulatory obligations while delivering value to shareholders.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree or equivalent experience and 10+ years of financial services experience with a mutual fund operation, custodian bank or asset manager with a focus on legal and financial regulatory filings</li><li>8+ years of management experience including leading people and teams</li><li>Ability to identify and drive forward ways to improve current processes</li><li>Understanding of risk frameworks and ability to design and lead processes ensuring a strong control environment</li><li>Ability to work with all levels of management and influence high impact decisions quickly and accurately</li><li>Strong understanding of workflows and requirements of internal and external business partners and systems applications</li><li>Experience with helping to define and understand the environmental impacts of initiatives to anticipate and coordinate operational readiness</li><li>Ability to analyze dashboards and metrics to tell a data-driven story and make operational insights</li><li>Excellent written and verbal communication skills and strong presentation capability</li></ul><p><strong>The Team</strong></p><p>In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. We offer ample opportunities to develop key knowledge, experience, and capabilities that will continue to contribute to Fidelity’s current and future success!</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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