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<h3>Job Description:</h3>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.The Expertise We’re Looking For<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>The Purpose of Your RoleOur intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.The Skills You Bring<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>The Value You Deliver<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>How Your Work Impacts the OrganizationIf 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.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Branch Leader - Columbus, Ohio

<h3>Job Description:</h3>At Fidelity 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. We are looking for a Senior Software Engineer to join our team in Fidelity Institutional Technology (FIT). You will work as part of a team building integration using multiple technical formats (may include APIs, file-based, Snowflake shares) and database work in support of FI’s research publishing function under FIWA. Your experience, skills, and input will be critical to our shared success. We seek a highly motivated and collaborative individual who can apply their experience to contribute to the design and development of this platform alongside a team of talented and enthusiastic engineers. The Expertise We’re Looking For: <ul><li>Bachelor’s degree in computer science, Information Systems, Engineering, or related field </li></ul><ul><li>Advanced development experience, building enterprise applications using Java, Spring/Spring boot, Python, REST APIs, Swagger, Postgres, SQL </li></ul><ul><li>Experience with Docker, Kubernetes, Terraform, and AWS cloud deployment/application management is a plus </li></ul><ul><li>Experience building and deploying applications using continuous integration pipelines and automated deployment tools such as Jenkins/Jenkins Core </li></ul><ul><li>Experience using source control and pull requests for collaborative development in code repository tools such as GitHub </li></ul><ul><li>Experience working with modern web frameworks such as Angular 18+ </li></ul><ul><li>Experience with testing and test automation libraries/strategies such as Karate is a plus </li></ul><ul><li>Experience working in an Agile Scrum development environment </li></ul><ul><li>Excellent interpersonal, communication and problem-solving skills </li></ul><ul><li>Excellent collaboration skills to work with multiple teams in the organization </li></ul><ul><li>Financial Services industry experience preferred but not essential </li></ul><ul><li>Test driven development experience and working with Jira and Xray preferred but not essential </li></ul><ul><li>Experience implementing and working with vendors and their solutions preferred </li></ul>The Team Fidelity Institutional Technology (FIT) supports our business partners to excel in their respective markets. We strive to achieve this by meticulously crafting, building, and up-keeping the software, technological infrastructure and products within Fidelity’s Institutional (FI) business units. Embedded within FI is the Integrated Portfolio Construction area, which is dedicated to building workflows and APIs to support the ongoing efforts to support wealth advisors and fiduciaries. As a vital member of this dynamic team, your role within FIT will focus on contributing to the design and development within the team. <h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Software Engineer - Spring Boot/ETL/APIs

<h3>Job Description:</h3><h3>Note: Fidelity will not provide sponsorship for this role </h3><h3>Job Description:</h3>Do you have a passion for Software Testing and Automation?As a Senior Software Engineer in Test, you blend extensive technical experience in test automation with business domain knowledge and data analysis. In an agile structure, you will partner with Squad Leads to implement test automation and execute manual testing to increase efficiencies in testing and support the squad in building highly stable applications that meet business needs.<h3>The Team</h3>In FFIO Test Engineering Chapter, we work in partnership with squad leaders and squad members that align to FFIO Tribes to promote testing practices, implement test automation and execute testing in support of technology-based initiatives.<h3>The Role</h3>In this role, you will be working with a team of technologists passionate about promoting testing practices, implementing test automation and executing testing with development and business partners!<ul><li>Developing and maintaining automated suites of tests to assess product quality and release readiness</li><li>Train squads on test management</li><li>Collaborate with the team on improving test coverage and overall application health</li></ul><h3>The Expertise You Have</h3><ul><li>5+ years of software product experience working on commercially available software</li><li>5+ years of relevant technical experience and experience in test automation</li><li>Experience in Agile / Scrum methodology</li><li>Testing Process and automation experience</li><li>Financial services and agile experience preferred</li><li>Bachelor’s degree or greater is required</li></ul><h3>The Skills You Bring</h3><ul><li>Hands on experience with crafting and maintaining testing frameworks like Postman, Rest Assured, Swagger</li><li>Intermediate Java and Python skills</li><li>Good understanding of web services testing</li><li>SQL skills is a must</li><li>Data analysis and technical troubleshooting</li><li>AWS exposure</li></ul><h3>The Value You Bring</h3><ul><li>Create efficiencies in testing that increase agility and time to deliver business value</li><li>Drive a strong quality practices and influence the Squad to focus on quality in each sprint</li><li>Continuously focus on improving stability and resiliency of critical business processes and applications</li></ul><h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Software Engineer in Test

<h3>Job Description:</h3>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.The Expertise We’re Looking For<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 RoleOur mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.The Skills You Bring<ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You DeliverYou are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.How Your Work Impacts the OrganizationYou will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.The base salary range for this position is $115,000 - $170,000 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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA<h3>Category:</h3>Sales

VP, Branch Leader - Lincoln Center, NY

<h3>Job Description:</h3><h3>Note: Fidelity will not provide sponsorship for this role </h3>Job Description:Do you have a passion for Software Testing and Automation?As a Software Engineer in Test, you blend extensive technical experience in test automation with business domain knowledge and data analysis. In an agile structure, you will partner with Squad Leads to implement test automation and execute manual testing to increase efficiencies in testing and support the squad in building highly stable applications that meet business needs.The TeamIn FFIO Test Engineering Chapter, we work in partnership with squad leaders and squad members that align to FFIO Tribes to promote testing practices, implement test automation, and execute testing in support of technology-based initiatives.The RoleIn this role, you will be working with a team of technologists passionate about promoting testing practices, implementing test automation, and executing testing with development and business partners!<ul><li>Developing and maintaining automated suites of tests to assess product quality and release readiness</li><li>Conduct manual testing</li><li>Train squads on test management</li><li>Collaborate with the team on improving test coverage and overall application health</li></ul>The Expertise You Have<ul><li>3+ years of software product experience working on commercially available software</li><li>2+ years of relevant technical experience and experience in test automation</li><li>Experience in Agile / Scrum methodology</li><li>Testing Process and automation experience</li><li>Financial services and agile experience preferred</li><li>Bachelor’s degree or greater is required</li></ul>The Skills You Bring<ul><li>Hands on experience with crafting and maintaining testing frameworks like Junit, Cucumber, Fitnesse</li><li>Intermediate Java skills</li><li>Good understanding of web services testing</li><li>SQL skills is a must</li><li>Data analysis and technical troubleshooting</li></ul>The Value You Bring<ul><li>Create efficiencies in testing that increase agility and time to deliver business value</li><li>Drive a strong quality practice and influence the Squad to focus on quality in each sprint</li><li>Continuously focus on improving stability and resiliency of critical business processes and applications</li></ul><h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Software Engineer in Test

<h3>Job Description:</h3>Note: Fidelity is not providing immigration sponsorship for this positionThe RoleFidelity Quant Research Technology team is looking for a Principal Software Engineer to join a motivated team. Building a new product, this position requires a hands-on, lead-by-coding leadership as well as mentoring a team of developers as they journey to becoming better developers. Collaborating with architects, and business partners, you will be building a Java Spring/Springboot microservice backend and Angular UI running in K8S clusters in AWS.The Expertise and Skills You Bring<ul><li>A minimum of 10 years of software application development experience, with financial/asset management industry experience is a plus</li><li>Proven experience working on Finance-related software projects focusing on asset management or fund accounting.</li><li>You have a BS/MS or equivalent experience in the areas of Computer Science, Engineering, or Information Technology and you want to learn more.</li><li>Extensive experience working in Java Spring/Springboot, Angular(RXJS), and SQL.</li><li>Ability to apply standard processes across the squad in areas such as Unit testing, Automation, ATDD, DevOps, CI/CD, design, and code reviews.</li><li>Exposure to cloud technologies such as AWS, Docker, and Kubernetes would be an advantage.</li></ul>The TeamBe part of our team developing a cutting-edge platform for launching a new Options Overlay Product in Asset Management Technology group. This role provides an opportunity to contribute to a distinct project. AM Tech is growing within Fidelity's Investment Frontier Neighborhood, enriching our Liquid Alts offerings. We utilize diverse market instruments, including derivatives and equities.<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Principal, Full Stack Engineer

<h3>Job Description:</h3>ANALYST – INVESTMENT CENTER OF EXCELLENCEThe RoleDo you enjoy working with numbers, staying organized, and approaching tasks with analytical precision and attention to detail? Are you passionate about accurate transaction reporting and effective communication?In this role, you will be primarily responsible for accounting for FMR LLC and subsidiaries’ corporate investments, including recording, reconciling, analyzing, and reporting investment balances and transactions (e.g., purchases, sales, income, market value changes), as well as coordinating with vendors. You will ensure accurate and complete daily recording of all investment activity into the investment accounting systems for posting to the general ledger.You will collaborate with Corporate Accounting, Fund Accounting, and Treasury, while contributing to system improvements—upgrading InvestOne, implementing a new investment accounting platform, and enhancing reporting capabilities. This position offers exposure to a wide range of investments and accounting methodologies in support of the Fidelity Investment portfolio.You will also assist with recurring and ad hoc requests, financial reporting, and participate in projects and process efficiency initiatives.Qualifications: The Expertise and Skills You Bring <ul><li>Bachelor’s degree in Accounting preferred</li><li>Motivated to obtain SIE license, if not already licensed</li><li>Minimum 3 years of relevant accounting experience; insurance and/or investment accounting experience preferred</li><li>Strong knowledge of accounting principles, practices, and internal controls</li><li>Familiarity with alternative investments and digital assets preferred</li><li>Strong analytical and problem-solving skills, with the ability to work independently and collaboratively</li><li>Excellent written and verbal communication skills to build and maintain constructive relationships with business partners</li><li>Solid understanding of finance and accounting principles, with a strong sense of accountability and ownership</li><li>Detail-oriented while maintaining a broad perspective on business objectives</li><li>Ability to manage multiple projects concurrently and meet tight deadlines</li><li>Capacity to grasp complex organizational and ownership structures</li><li>Highly motivated, flexible, and quality-focused team player with strong organizational skills</li><li>Willingness to learn financial systems and multi-dimensional reporting tools</li><li>Highly proficient in Excel</li><li>Demonstrated process improvement mindset</li><li>Flexibility to work extended hours during month-end close</li></ul>The Value You Deliver<ul><li>Actively participate in the daily recording and processing for FMR LLC Investment Portfolio activity.</li><li>Support the accounting team in preparation for quarterly financial statement preparation</li><li>Implement and enhance processes to improve reporting quality and reduce manual work</li><li>Conduct investment accounting research and provide management with clear analysis, recommendations, and conclusion</li><li>Respond to inquiries from various Corporate Accounting teams, outside business units, internal auditors, and controllership</li><li>Participate in special projects and fulfill ad hoc requests and deliverables as needed</li></ul>The TeamAs member of the Investment COE Team, this role is exposed to a broad range of investment accounting topics and will directly impact the annual and quarterly financial statements for the consolidated company, FMR LLC. The position provides the opportunity to work closely with members of various teams across Corporate Accounting as well as Treasury. <h3>Certifications:</h3><h3>Category:</h3>AccountingMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Analyst - Investments COE

<h3>Job Description:</h3>The Role The Alternative Investments Brokerage Operations role is responsible for processing distributions accurately on behalf of our clients and in a timely manner to mitigate risk and exposure to the organization. These activities are performed daily and require adherence to policies, procedures, and regulatory guidelines.The Distributions team is tasked with paying out all dividends, returns of capital, and reinvested shares and processing distribution election changes. The Expertise and Skills You Bring <ul><li>College degree preferred</li><li>Prior experience with alternative investments and distribution experience is preferred </li><li>Detail oriented, ability to work effectively with minimal supervision </li><li>Team player with capability to help maintain a positive work environment</li><li>Strong analytical and decision-making skills </li><li>Ability to prioritize and work effectively in a fast-paced environment with multiple deadlines and processes </li><li>Exceptional quality and productivity in current role</li><li>Ability to handle and resolve complex problems </li><li>Strong verbal and written interaction skills including ability to explain complex processes </li><li>Effective time management skills and ability to prioritize and multi-task.</li><li>Strong PC skills - Word, Excel and Access </li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The Team Operations &amp; Services Group (OSG) provides superior customer service to Fidelity's Institutional Products Group's businesses through innovation, dedication and commitment to excellence. With eight operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG performs tens of thousands of over-the-counter, listed equities, options, bonds, and mutual fund transactions daily. An Alternative Investment (AI) is a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and are not traded on any public market. Our Alternative Investments group services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests. The base salary range for this position is $40,000-76,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Brokerage Operations

Senior Representative Alternative Investments

<h3>Job Description:</h3>The Role:The FI Organization is seeking an Investment Analyst with knowledge of capital markets, multiple asset classes, and the competitive landscape. The analyst is responsible to enable our field investment strategists’ and should therefore be able to clearly articulate Fidelity’s POV and how it could translate into portfolio positioning. The analyst will work alongside our desk wholesalers to generate strong sales lift from our clients and prospects. Lastly, the candidate will collaborate with asset &amp; product management resources to influence our product roadmap, develop messaging, and core content to support the asset classes.<ul><li>Act as our 'headquarters-based' SME on multiple asset class investments to work alongside specialist and sales team on client pitches, product positioning and sales campaigns</li><li>Taking part in the creation of core content for prospecting clients, providing business development support for generating new business, and materials for on-going client reviews in a compliant manner</li><li>Build and maintain strong knowledge of current economic and market conditions through monitoring of financial industry media. As an Investment analyst, the individual should be able to offer actionable insight and information on markets in order to establish oneself as a valued resource</li></ul>The Expertise and Skills You Bring:<ul><li>Bachelor's degree required. MBA or equivalent graduate degree a plus.</li><li>CFA, or progress towards, desirable</li><li>3+ years of sales or product experience preferably some in different asset class investments</li><li>Series 7 and 63 licenses required upon hire</li><li>Maintains strong communication, presentation and interpersonal skills</li><li>Must have working knowledge of Fidelity and/or competitive products</li><li>Excellent time management and organizational skills are critical to success</li><li>Proven ability to successfully build and manage relationships with Advisors</li><li>Demonstrated ability to implement and apply needs-based selling techniques and strategies</li><li>Track record of successful client interaction and follow-up are required</li><li>Ability to build internal partnerships and relationships in a team environment</li></ul>The TeamFidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.Note: Fidelity will not provide immigration sponsorship for this position. <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Investment OperationsMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Manager, Investment Analysis

<h3>Job Description:</h3>The Role We are seeking a Senior Strategy Analyst to join the Investment Decisioning team within the Advanced Process Solutions (APS) Domain, a group dedicated to building and deploying technologies that drive automation, digitization, and efficiency across our servicing ecosystem. Our mission is to create a future state where digital interactions replace paper, client experiences are streamlined and automated, and associates focus on high-value work. As part of this team, you will play a pivotal role in technology investment decisioning, partnering closely with senior leaders to evaluate and shape strategic technology initiatives. This is a high-impact role that blends finance, strategy, and technology insights to inform recommendations on investments aligned with our firm’s mission. Note: This role is not a traditional business analyst or requirements gathering position. Operating in a fast-paced environment, you will lead business and technical analyses, develop financial models, and synthesize insights from data, subject matter experts, and industry benchmarks. You will also contribute to defining future-state processes, identifying pain points, and crafting actionable recommendations. Deliverables often include executive-level presentations, business cases, and strategic roadmaps. Why this role? <ul><li>Exposure to strategic technology investments that shape the future of our servicing ecosystem. </li></ul><ul><li>Opportunities to work closely with senior leaders and influence enterprise-level decisions. </li></ul><ul><li>Hands-on experience with strategy, finance, and technology initiatives, building a strong foundation for future career growth. </li></ul>The Expertise and Skills You Bring <ul><li>Bachelor’s degree in Finance, Engineering, or a related STEM field (or equivalent experience).</li></ul><ul><li>1–3 years of experience in strategy, business analysis, finance, or technology-related roles. </li></ul><ul><li>Exposure to financial modeling and ability to learn quickly. </li></ul><ul><li>Strong analytical skills with the ability to form hypotheses and test them using data. </li></ul><ul><li>Comfort working in ambiguous, fast-paced environments. </li></ul><ul><li>Excellent communication and presentation skills, with ability to synthesize complex information. </li></ul><ul><li>Interest in digital transformation and technology trends. </li></ul><ul><li>Proactive, collaborative approach to problem-solving and strong organizational skills. </li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The Team You will work within the Business Architecture Center of Excellence, collaborating with a diverse mix of strategists, technologists, and business partners in a highly matrixed environment. Our team operates within the firm’s agile model and is deeply committed to delivering value through innovation and strategic thinking. <h3>Company Overview</h3>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.The base salary range for this position is $74,000-141,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <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.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Consulting Support

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