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<h3>Job Description:</h3><p>Director - Architecture, Salesforce Integration</p><p>As the Director of Architecture, you will define capabilities, solutions, patterns, standards, and guidelines related to the Fidelity use of Salesforce and integration with Fidelity systems. You will work closely with peer business unit architects and technology leaders, key business stakeholders, and other architects leading related capabilities.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Ten years or more working in an architecture or engineering role with five years or more experience as a solution architect.</li><li>Minimum 5+ years of experience in Salesforce.com integrations developed or customized in Sales cloud and Service cloud</li><li>Minimum 5+ year of experience in Salesforce Lightning, Salesforce configuration, Integration and Customization projects</li><li>Experience with Salesforce, SaaS integrations, web and custom applications, etc</li><li>Proven experience with salesforce core architecture (APIs, security, data model)</li><li>Experience designing and supporting enterprise level infrastructure using public cloud technologies, particularly AWS and Azure.</li><li>Demonstrated excellence in communication, interpersonal and relationship building skills with which you influence decisions and engage across Fidelity and at all levels of the organization</li></ul><ul><li>A passion for solving complex problems and a track record of delivering innovative solutions for solving them</li><li>Knowledge of Financial Services businesses is a plus.</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Delivering and maintaining Salesforce related capabilities, solutions, integrations, solution architectures, patterns, guidelines, and specifications for Fidelity’s architectural standards. </li></ul><ul><li>Supporting and enabling technology partners to deliver increased value to our customers and operations associates. </li></ul><ul><li>Measuring performance through established objectives and metrics that deliver agreed upon business, technology, and people results. </li></ul><ul><li>Partnering with agile product area leaders, chapter area leaders, agile team leads, and architects to develop platform designs and solution roadmaps. </li></ul><ul><li>Ensuring the solutions that are delivered meet high standards for quality, performance, and scale. </li></ul><p><strong>Company Overview</strong></p><p>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.</p><p>We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.</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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>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.</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>

Fidelity Investments

Director, Architecture - Salesforce Integration

<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>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.</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>Customer Service

Financial Representative - Fort Collins, CO

<h3>Job Description:</h3><h3><strong>The Team</strong></h3><p>Client Experience (CE) is part of the Fund and Brokerage Operations and Technology (FBOT), a division under Fidelity Institutional (FI). CE drives the service strategy for FI's client-facing businesses that serve the Fidelity Clearing &amp; Custody (FCCS) market, which include banks and broker dealers on the National Financial (NF) platform and registered investment advisors (RIA), professional asset managers, strategic acquirers, and retirement advisors and administrators on the Institutional Wealth Services (IWS) platform. CE also provides service support for single family, multifamily and wealthy family segments of Fidelity's Family Office (FFOS) business.</p><h3><strong>The Purpose of Your Role</strong></h3><p>We provide outstanding customer service to clients through innovation, dedication and commitment to quality! The Client Training Specialist is responsible for delivering product, operational services, and technical training, and consultative services to Registered Investment Advisors in person or virtually. As part of this role, we assist in the development of training materials and documentation because they are considered a subject matter expert on the products and services the company offers.</p><h3><strong>The Expertise We’re Looking For </strong></h3><ul><li>4+ years of work experience in either a financial services or brokerage company</li><li>Undergraduate degree required</li><li>Travel required – approximately 15%</li></ul><h3><strong>The Skills You Bring </strong></h3><ul><li>Prior training experience is preferred</li><li>Series 7 &amp; 63 licenses required</li><li>Excellent facilitation and presentation skills are essential</li><li>Outstanding communication skills, organization, accuracy, and detail orientation.</li><li>Proficiency with MS Office; specifically PowerPoint and Word</li><li>Superior knowledge of Fidelity brokerage policy and procedures; knowledge of FCCS products and services preferred</li><li>Ability to work independently with minimal direction</li></ul><h3><strong>The Value You Deliver </strong></h3><ul><li><strong>Training Delivery</strong> - Deliver web-based, telephone-based, video-based, and/or on-site training, standard methodologies and feedback to Registered Investment Advisors on products, services, and policies and procedures to drive operational efficiencies.</li><li><strong>Project Management</strong> - Leads individual assignments and updates resourcing tool to allow for capacity planning and to provide status on client training</li><li><strong>Business Knowledge</strong> - Demonstrates ability to navigate the Custody organization through developing a network of contacts that help yield targeted results and understanding how own day-to-day work contributes to and aligns with company strategies and plans.</li><li><strong>Relationship Management</strong> - Demonstrates integrity &amp; flexibility and understands roles, boundaries &amp; mutual expectations, while establishing rapport when working with RIA Clients, Bank Trust, and Retirement Advisors and Record Keepers</li></ul><p><strong>Interpersonal: Communication, Collaboration, and Leadership</strong></p><ul><li>Communicates clearly and appropriately with peers and business partners by articulating personal views and ideas while adjusting communication style to meet a variety of personality styles.</li><li>Cultivates relationships in and out of the department to build an informal network of people who can provide information and support needed to complete project tasks and demonstrates a dedication to team goals</li><li>Supports business decisions, raises issues when quality standards do not agree with business goals and knows when to follow and when to lead in making business decisions</li></ul><p>NOTE: This req is not considering candidates that require sponsorship</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Training<p>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.</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>

Client Training Specialist

<h3>Job Description:</h3><p>If you have a passion for doing what’s right for the client and you want to work in a dynamic, client-focused environment where you can grow your leadership skills while developing others, then consider joining the Fidelity branch management team. In this role, you will partner with the Vice President, Branch Leader to lead 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.</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, 9/10 strongly preferred. Required 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>In this role, you will hone your leadership skills while providing support to the aligned Vice-President, Branch Leader. Your ability to foster the connection of our people to Fidelity’s mission is imperative. You will enable the development of branch associates through training, mentorship and motivation, allowing them to maximize their potential and prioritize the growth of their planning expertise and, ultimately, help more people. </p><p>The <strong>Skills</strong> You Bring</p><ul><li>You are an effective community builder, taking a collaborative approach to problem solving while leveraging resources and stakeholder expertise</li><li>With your professional demeanor and excellent interpersonal skills, you have a natural ability to influence and enhance the skills of others</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>You have a positive attitude and a strong work ethic, enabling you to easily foster relationships with clients, as well as internal associates</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>You have a keen knowledge of compliance and regulatory guidelines and you motivate others to work with a high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><p>This member of branch management will:</p><ul><li>Support the VP, Branch Leader in building a strong team who can deliver results while ensuring the highest levels of client satisfaction</li><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>Oversee operational activities, including supervision of local risk and compliance issues and client concerns</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>If your dreams are to run your own investor center, this role is your first step. You’ll learn firsthand how to lead a successful and compliant office, and most importantly, you’ll be creating the culture that ensures every client receives the experience they deserve and every associate maximizes their potential.</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>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.</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 - Mission Viejo, CA

<h3>Job Description:</h3><p>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li><p>FINRA Series 7 &amp; 63 required prior to hire</p></li><li><p>Series 65 and/or 66 and state registrations required within 3 months of hire</p></li><li><p>Experience with High Net Worth clients</p></li><li><p>A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it</p></li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.</p><p>The <strong>Skills</strong> You Bring</p><ul><li><p>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele</p></li><li><p>Remarkable knowledge of investment products</p></li><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</p></li><li><p>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</p></li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li><p>No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning</p></li><li><p>Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</p></li><li><p>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</p></li></ul><h3>Our Investments in You</h3><p>We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs(opens in a new tab)</a> are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li><p>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</p></li><li><p>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://youtu.be/g4cxE1KfmJ4" target="_blank">Benefits at Fidelity Investments(opens in a new tab)</a></p></li><li><p>Click here for a story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt(opens in a new tab)</a></p></li></ul><h3>How Your Work <strong>Impacts</strong> the Organization</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>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.</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>

Financial Consultant - Greenwich, CT

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Are you looking for a fast-paced Compliance role supporting both traditional finance and emerging tech businesses within Fidelity? As a Senior Compliance Advisor on our team, you will help build compliance oversight programs, including regulatory inventory development, controls documentation and testing, and training. You will work closely with associates in one of our innovation centers, Fidelity Center for Applied Technology (FCAT), reviewing marketing materials and other external content and providing valued guidance as they experiment and build new products and businesses in areas including digital assets and AI. You will also work on our technology compliance program, researching and assessing technology for policy compliance as well as regulatory compliance in areas including electronic communications, records retention, and privacy.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><p>Bachelor’s degree with 5-7 years of financial industry experience or Masters/MBA/JD with 1-3 years of experience</p></li><li><p>Curiosity about emerging technologies, including digital assets and AI</p></li><li><p>Comfortable operating in an evolving regulatory environment</p></li><li><p>Outstanding written and verbal communication skills with attention to detail</p></li><li><p>Committed and collaborative teammate with excellent research, creative problem-solving, and analytical skills</p></li><li><p>Strong ability to work independently, multi-task, and prioritize under time pressure</p></li></ul><h3><strong>The Team</strong></h3><p>Our team supports Enterprise Services, a business unit within Fidelity comprised of a portfolio of agile, standalone organizations that drive innovation with the purpose of collaborating with Fidelity’s businesses to develop new sources of revenue, explore emerging technologies, enhance operational capabilities, and improve the customer experience.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance<p>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.</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>

Enterprise Services Senior Compliance Advisor

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Reporting to the Senior Pricing Manager, the Pricing Representative ensures the quality of security prices through analysis and judgement in order to produce and release accurate, timely fund NAVs to Fidelity shareholders.</p><ul><li>You have organizational and time management skills that will allow us to account for our security prices in a tight deadline orientated environment.</li><li>Ability to multi-task and interact in a professional manner with several internal and external clients in an efficient and timely manner. </li><li>Your attention to detail will be key in helping you problem-solve and validate impacts to mutual funds.</li><li>Ability to research is critical as you will have to communicate with business partners and use internal systems to prevent and/or correct issues.</li><li>Team-oriented attitude is critical as we work with team members to provide proper security valuation.</li><li>Strong computer skills, knowledge of Microsoft Office Products (such as Word or Excel – VBA coding knowledge a plus), and the ability to train on and work with different operating systems.</li><li>Strong written and verbal communication skills.</li><li>Recognize high-risk items and escalate those items or seek assistance to minimize loss to either the shareholder or Fidelity.</li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Bachelor’s degree in business-related field (Accounting or Finance) preferred</li><li>One year of financial services experience preferred</li><li>Pricing or mutual fund experience a plus</li><li>Equity, Fixed Income, and Derivate knowledge a plus</li></ul><h3><em><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></em></h3><p><strong>The Team</strong></p><p>The Pricing Representative within the Pricing and Valuation group prepares and reviews pricing for multiple assets; equity, fixed income, and derivatives. The Pricing Representative ensures quality and reliability of security prices through strong operational expertise and high attention to detail to produce accurate and timely NAVs for multiple clients and product types.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>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.</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 Pricing Representative

<h3>Job Description:</h3><p>Job Title Director, Data Architecture</p><p>The Role <br>In this highly visible role as Director of Data Architecture in FFIO technology, you will provide technical vision and leadership over data architecture and modeling as part of our strategic program(s) to modernize our data platforms. You will be part of a broader leadership team that defines our overall data strategy and coordinated product strategy roadmap. You will be responsible for developing data architecture, data blueprints, conceptual model design, data integration strategy, master data management, analytics and enabling AI driven data decisions. </p><ul><li><p>Define, champion, and govern data architecture standards, modeling practices, and related development methodologies. </p></li><li><p>Manage organizational data model blueprint to provide reference and framework to the systems development efforts. </p></li><li><p>Enable delivery teams to migrate their data workloads to the cloud with considerations for performance, data gravity, automation, and platform management. </p></li><li><p>Recommend software platforms and frameworks for building cross product data assets to optimize for flexibility, long-term viability, and time to market. </p></li><li><p>Provide proactive technical oversight and mentorship to development teams encouraging data re-use, design for scale, stability, and operational efficiency. </p></li><li><p>Proactively identify divisional and enterprise opportunities that accelerate delivery and drive down operational costs through cross-product platform utilities and services. </p></li><li><p>Foster effective relationships with product managers, and technical leads </p></li></ul><p>The Expertise and Skills you Bring </p><ul><li><p>Bachelor’s or master’s degree in a related technology field </p></li><li><p>10-15 years of experience in data related practices including data architecture, modeling, and data integration. </p></li><li><p>Solid understanding &amp; experience with different phases of data life cycle viz., design, development, data integration, data analytics, and data visualization, data consumption patterns using cloud data base technologies. </p></li><li><p>Strong personal leadership and collaborative skills </p></li><li><p>Ability to define, champion, lead, and govern data architecture standards, tools, best practices, and related development methodologies working with FFIO-T architecture practice group. </p></li><li><p>Experience with preferred cloud data technologies such as Oracle and related technologies, Snowflake, and BI tools such as PowerBI or Tableau </p></li><li><p>Financial investment domain experience and knowledge (in alternate investments) is preferred </p></li><li><p>Deep understanding of data modeling principles and patterns and analytical data platform design concepts </p></li><li><p>Knowledge and experience in cloud platforms (AWS) would be a plus. </p></li></ul><p> <br>The Team <br>In this highly visible role as Director of Data Architecture in FFIO technology, you will provide technical vision and leadership over data architecture and modeling as part of our strategic program(s) to modernize our data platforms. You will be part of a broader leadership team that defines our overall data strategy and coordinated product strategy roadmap. </p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>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.</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>

Director, Data Architecture - Alternative Investments

<h3>Job Description:</h3><p>Job Title Principal Data Modeler <br> </p><p>The Role <br>FFIO (Fidelity Funds &amp; Investment Operations) is actively seeking an experienced data modeler to help us deliver our next generation data models supporting evolving alternate investments business needs. You will be responsible for creating conceptual, logical and physical models, collaborating closely with business and engineering partners to drive scalable database designs that will enhance FFIO time to market. </p><ul><li><p>Deliver data modeling solutions for FFIO business and technology functions by partnering with business teams, functional architects, and other technical resources </p></li><li><p>Inventory, develop, and maintain conceptual, logical, and physical data models </p></li><li><p>Gather and analyze business data requirements to deliver well architected physical database structures </p></li><li><p>Identify business critical gaps and discrepancies in database design and actively propose and implement remediation tactics. </p></li><li><p>Define, champion, and govern data modeling standards and practices </p></li><li><p>Manage organizational data model blueprint to provide reference and framework to the systems development efforts. </p></li><li><p>Foster effective relationships with product managers, and technical leads </p></li></ul><p>The Expertise and Skills You Bring </p><ul><li><p>Bachelor’s or master’s degree in a related technology field </p></li><li><p>Strong understanding and experience with relational data modeling (Conceptual, Logical, &amp; Physical) </p></li><li><p>Hands on experience with data modeling tools such as Power Designer, Erwin, or ERStudio </p></li><li><p>Solid understanding of principles, standard methodologies, best practices around data modeling/architecture </p></li><li><p>Ability to write SQL to query and analyze data </p></li><li><p>Financial investments domain experience and knowledge is preferred </p></li><li><p>Results oriented with demonstrable ability to work independently </p></li><li><p>Good analytical and interpersonal skills with ability to explain data structures to a non-technical audience </p></li><li><p>General working knowledge of Cloud (AWS), Relational, NoSQL and Big Data technologies, techniques, and trends </p></li><li><p>Experience with data governance and metadata management practices a plus. </p></li></ul><p>The Team <br>The FFIO data modeling team partners with the project teams to deliver practical &amp; resilient data model and database designs that meet business needs while adhering to key standards and methodologies. As part of the team, you will drive adoption of enterprise and standard methodologies, and promote changes in process, standards, or technologies when necessary. </p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>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.</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>

Principal Data Modeler - Alternative Investments

<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 financial plans customized to the needs of your mass affluent clients through a wide range of solution and services. Instead of spending your time sourcing new clients, you will engage with existing clients, allowing your focus to remain where it matters the most: cultivating relationships and providing investment solutions.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Previous success in building relationships, uncovering needs and recommending solutions</p></li><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 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>Being coachable, collaborative, and curious are your "go to" attributes</p></li><li><p>Outstanding consultative selling and organizational skills</p></li><li><p>In a team-based, fast paced environment you take initiative and exceed expectations</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><ul><li><p>Providing needs-based mentorship to mass affluent customers, and contributing to the long-term growth and retention of Fidelity assets</p></li></ul><ul><li><p>With our open architecture, you offer a wide broad range of financial solutions</p></li><li><p>Effectively engaging clients through personal interactions, reflecting your interpersonal communication and relationship building skills</p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>Sales<p>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.</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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