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<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 63 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<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Representative - Irvine, CA

<h3>Job Description:</h3><p><strong>Principal Software Engineer</strong></p><p><strong>The Role </strong></p><p>This position is for full stack distributed developer with experience in cloud technology. The engineer will be responsible for developing distributed applications using AWS cloud services to support needs of our business partners in OSG, Retail and FI. Engineer will work with product teams and tech leads to capture, analyze, develop, test, and deploy to meet business requirements.</p><p><strong>The Team</strong></p><p>This position rolls into the Alternative Investment product in Fidelity's Brokerage Record-keeping Technology organization.</p><p><strong>The Experience you Bring</strong></p><ul><li><p>Experience with a variety of modern programming languages and frameworks</p></li><li><p>3-5 years of total hands-on experience working with AWS, Java, Oracle is expected for this role.</p></li><li><p>Experience with API design</p></li><li><p>Database knowledge</p></li><li><p>Experience with monitoring tools such as Splunk, Datadog.</p></li><li><p>Experience working with CI/CD pipeline, EKS, Docker, Jenkins, Udeploy, GitHub, Jenkins, Stash, Artifactory, Terraform, etc.</p></li><li><p>Experience with Oracle SQL, PL/SQ and database normalization</p></li><li><p>Ability to work in Agile Scrum mode</p></li></ul><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 Software Engineer

<h3>Job Description:</h3><p><strong>Senior Project Manager </strong></p><p><strong>The Role</strong> </p><p>The Manage External Entities/Affiliates team provides technology services to Fidelity and its affiliates. The Senior Project Manager works with our business partners and other IT team members to document requirements, plan, develop, and deliver on affiliates technology initiatives. As Senior Project Manager, you will be instrumental in the implementation of affiliates’ technology projects by partnering with a cross-company project team consisting of business leaders, implementation partners, vendor partners, architects, engineers and executive sponsors to deliver platforms and tools that meet business requirements while supporting business process change activities across multiple workstreams. In this role, you will serve as a business analyst responsible for documenting business requirements, developing test cases, and conducting training sessions to support user adoption of newly implemented technologies.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Possess 8+ years of professional experience spanning information technology project management and business systems analysis.</li><li>Possess technical, analytical, and critical thinking skills and able to engage and collaborate with stakeholders, gather business requirements, create business requirement documents, and translate to technical requirements for engineers.</li><li>A history for working successfully across technology, business, and operational functions.</li><li>Knowledge and understanding of technology infrastructure, i.e., networks, endpoints, and servers.</li><li>Experience in training associates to use enterprise systems and driving the adoption of enterprise systems.</li><li>Experience driving timely reporting of project metrics, KPIs, budget and resources.</li><li>Capable of partnering with and influencing individuals at multiple organizational levels.</li><li>Effective communicator with proven interpersonal skills across diverse teams and stakeholders.</li><li>Familiarity with ITIL framework and/or Agile Project Management</li><li>Ability to effectively multi-task and manage his/her time, and the ability to work independently as well as within a team environment.</li><li>Known for consistently optimizing support workflows and improving the customer experience.</li><li>Dedicated to creating positive customer experiences through initiative driven support and engagement.</li><li>Experience managing vendor implemented projects</li><li>Excellent communication and partnership skills with the ability to carry influence and drive action in a medium to large corporate environment. </li><li>Possessing a data-driven approach to understanding client needs, you optimally translate strategic objectives into action, and efficiently prioritize to improve value delivered. </li><li>Energized by working collectively to deliver agreed business outcomes, drawing on the expertise of colleagues to advise the approach and remove impediments to making progress. </li><li>Facilitate meetings and conversations with business partners and vendors.</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><p><strong>The Team</strong> </p><p> The External Entities team supports Fidelity affiliates technology needs by providing them end to end technology services. Additionally, the team manages collaboration platforms offered to the whole enterprise.</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>

Senior IT Project Manager

<h3>Job Description:</h3><p><strong>Director, Software Engineering</strong></p><p><strong>The Role</strong></p><p>Fidelity Charitable software engineers develop next-generation technology that directly impacts how our customers accomplish their philanthropic goals. As a Software Engineer within our technology business unit you will help take Fidelity Charitable applications to the next level of evolution. The position will require hands-on software development, cross team collaboration with a diverse and co-located engineering team, and the ability to visualize customer issues as drivers for internal change.</p><ul><li>As a member of the team you’ll craft and influence creative solutions that meet not only functional, but also performance, scalability and reliability requirements.</li><li>Can conceptualize Object Oriented design and engineering design patterns</li><li>Work as a member of a high functioning Agile team to help drive the next generation user experience for Fidelity Donor, Rep, and Advisor web applications</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor's degree in Computer Science or related field, or equivalent practical experience</li><li>Experience as a software development manager or related role with a proven track record of software delivery through all phases of development</li><li>A proven track record of interviewing and/or hiring and developing software engineers</li><li>Demonstrated previous architecture and personal leadership experience</li><li>10+ years of software development – front end, middle tier and back end</li><li>4-5+ years of client-side UI development experience</li><li>4-5+ years of Responsive Web Design – Development experience and Web Accessibility</li><li>Experience with Angular js, Angular, Javascript, Typescript, Spring Boot, Spring Batch, Java, Microservices architecture</li><li>Recent experience as a full-time people manager required</li><li>You will serve as a lead in the design and implementation of extensive web-based applications</li><li>Provide expertise in development best practices for the full software development life cycle, including coding standards, code reviews, source control, build processes, test automation and continuous integration</li><li>Provide technical leadership to all team members</li><li>Strategically thinking with focus on the delivery and quality</li><li>Proven negotiation, problem solving and conflict management skills</li><li>Ability to motivate and build a results-oriented implementation team delivering strategic software products and services</li><li>Proven knowledge and skills to guide his/her team to deliver on business results</li><li>Strong organizational, coaching &amp; mentoring skills</li><li>Enterprise product management skills</li><li>Ability of being an active listener &amp; communicator and of taking proactive steps in managing problems</li><li>Deep understanding of Agile Development Methodologies</li><li>Experience with Cloud technologies</li><li>Provide a deep understanding of application, web architecture and development</li></ul><p><strong>The Team</strong></p><p>Fidelity Charitable is the brand name for the Fidelity® Charitable Gift Fund, an independent public charity, established in 1991 with the mission to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Since 1991, Fidelity Charitable has helped donors support over 180,000 nonprofit organizations with more than $18 billion in grants.</p><p>The mission of Fidelity Charitable Services (FCS) is to be the premier provider of charitable solutions, offering innovative ways to make giving easy and satisfying for our customers. FCS offers the Fidelity Charitable Gift FundSM, the nation's largest donor-advised fund. Since 1991, the Gift Fund has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals.</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, Software Engineering

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>As the Stock Plan Services (SPS) Product Manager, also known as the Squad Leader, you blend Stock Plan expertise with a passion for delivering results. In an agile format and structure, you will partner with other leaders to influence the broader strategic decisions and roadmaps, define the resource requirements, set the mission, and bring the squad together to execute on specific results and ensure respective products or services are available, stable, performant, and supported when required and related cost and maintenance is managed. You will ensure alignment on the 'what' and 'when' of the work performed by the squad through ongoing planning and prioritization, to enable the squad to work iteratively, innovate when appropriate, celebrate successes, and learn from failures. You will also be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role. You will work in partnership with the Product Area Leader, team members, and chapter leaders. By role modeling and promoting agile and Fidelity leadership principles, you will promote and sustain an innovative agile culture.</p><p>You possess a customer-first mindset, an ability to develop data pipelines that can be used to track, analyze, and improve our digital products and develop insights that will define the product vision from inception to launch. This is a customer-centric role, working to translate the needs of users into digital business opportunities.</p><p>This role will focus on:</p><ul><li>Setting the vision and strategy that will enhance the product capability and customer experience for our global stock plan participants</li><li>Driving strategic alignment across Stock Plan participant digital and services teams and partners in wealth and brokerage</li><li>Analyzing customer data from various digital touchpoints to create actionable insights and solutions</li><li>Defining, refining, and communicating your team's mission and multi-year roadmap to squad members and business partners to empower and rally support</li><li>Anticipating, discovering, and prioritizing client / partner needs to serve as the voice of the clients and guide execution of the squad</li><li>Measuring performance through established critical metrics and deliver agreed upon business, technology, and people results</li><li>Inspecting and evaluating progress, and removing impediments for your squad</li><li>Defining, presenting, and evaluating results against agreed acceptance criteria</li><li>Making informed trade-off decisions to strike the right balance between quality, cost, and timelines</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>8-10+ years of related product management experience, systems development, product development, and/or project/product management</li><li>Financial services/stock plan services experience preferred</li><li>Bachelor’s degree preferred</li><li>Agile experience preferred</li><li>You take a data-driven approach to understanding client needs, you translate strategic goals into action, and prioritize to enhance value delivered</li><li>Strong analytical skills with experience defining metrics for your product areas, running A/B tests at scale and dissecting test performance to inform product decisions and roadmap</li><li>You have a continuous improvement approach and possess excellent analytical, organizational, and communication skills</li><li>You are energized by working collaboratively to deliver agreed business outcomes, drawing on the expertise of colleagues to inform the approach and remove impediments to making progress</li><li>Experience inspiring and mobilizing all levels of the organization with your product vision, data-centric thinking, and customer/developer passion</li><li>You are capable of leading, influencing, and motivating colleagues without formal authority, and have a track record of building high-performing teams</li><li>You are intellectually curious and model a culture of learning and coaching</li></ul><p><strong>The Team</strong></p><p>Stock Plan Services provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciate and performance plans. SPS Product Development supports the business and technology work streams that deliver against approved initiatives including new products for emerging markets and improvements to existing products.</p><p><em>Note: Fidelity is not providing immigration sponsorship for this position</em>.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<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>

Product Manager, Stock Plan Employee Digital

<h3>Job Description:</h3><p><strong>The Position:</strong></p><p>Quantitative Research and Investments (QRI) is seeking a highly motivated data expert in the domain of portfolio risk analytics to lead a Risk Platform Operations team responsible for ensuring that all vendor and internal portfolio risk analytics used for risk management and portfolio construction across Fidelity are delivered consistently, accurately and on a timely basis.</p><p>The Risk Platform Operations team are the stewards of risk analytics data for Fidelity Asset Management. They focus on quality control of all data that feeds into portfolio risk analytics, including security factor exposures and proxies, factor returns and covariance matrices, fundamentals data, security T&amp;Cs, and portfolio holdings. In this role, you will provide data expertise to portfolio and risk managers who use portfolio risk models and engineering teams which build production processes around them.</p><p>This leader will mentor more junior members of the team, helping them gain the domain expertise necessary to root-cause daily issues effectively, work with internal and external data providers to resolve issues at source, answer investor questions, and develop automated systems for identifying data quality issues. </p><p><strong>The Value You Deliver:</strong> </p><ul><li>Contribute to the data model design and lead the management and stewardship of data assets used in risk management and portfolio construction</li><li>Manage a quality services effort to respond to data quality issues in overnight feeds, enabling fast and seamless responses to upstream issues and insulating production and research from them, while building and tracking data quality KPIs</li><li>Update and verify the multi factor risk model inputs and outputs before delivery to clients</li><li>Enable Fidelity Asset Management’s access to accurate, timely and relevant portfolio risk analytics, working closely with key technology and business partners to correct data quality issues at source</li><li>Analyze systems, processes and data provider relationships to find efficiencies and improve accuracy and timeliness of reporting</li><li>Mentor junior analysts to help them grow their data domain, data operations and security modeling skill sets</li></ul><p><strong>The Skills You Bring:</strong></p><ul><li>Extensive experience with market risk models from vendors such as Barra, Axioma, Northfield, or Bloomberg</li><li>Highly analytical with the ability to quickly comprehend large data sets, develop and implement the right quality controls for these datasets</li><li>Highly proactive and self-motivated with the ability to meet objectives under minimal direction providing oversight and mentorship to junior team members</li><li>Experience in security, company, portfolio, and index-level information used in financial industry, including pricing for various security types (equities, bonds, derivatives) and construction of holdings</li><li>Experience in SQL, Python, Snowflake and / or Oracle and related tools and DQ frameworks</li></ul><p><strong>The Expertise You Have:</strong></p><ul><li>Bachelor’s degree (or higher) in mathematics, statistics, engineering, computer science, finance, or another quantitative field</li><li>5+ years’ experience in global data operations and/or support teams in peer firm(s) with a demonstrable track record delivering the value described for this role</li><li>Experience with methods, tools, statistics, and best practices for autonomous and discretionary anomaly detection, and data quality workflow</li><li>Excellent written and verbal communication skills; experience working with technical, investment and senior leadership teams</li><li>Experience as a leader in a team environment, mentoring junior associates, ideating process improvements and influencing partner teams</li><li>Proven track record of working with complex data environments and associated technology and analytics infrastructure needed to support these environments</li><li>Demonstrated ability to root-cause data quality issues in complex environments and work with other teams and data providers to correct issues at source</li><li>Experience in creating automated processes to identify errors to ensure high quality of data to support the investment process</li><li>Experience in documenting essential procedures and calculations, and validating data</li><li>Investment Management business domain expertise across some combination of risk management, portfolio management, trading and investment operations</li></ul><p><strong>The Team:</strong></p><p>The Risk Platform team is an integral part of the Quantitative Research and Investing (QRI) division in Asset Management. QRI is responsible for the management and development of quantitative investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.</p>The base salary range for this position is $126,000-$212,000 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>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><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

Director, Quantitative Data Operations

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</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>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</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>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 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>Relationship Management

Planning Consultant - Del Mar, CA

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><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>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</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>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $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>Sales

Financial Consultant - Paramus, NJ

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Do you enjoy working with data and uncovering insights that lead to actions?</p><p>In this role you will develop and deliver analytics capabilities for Fidelity’s not-for-profit retirement plan sponsors. You will work closely with a dedicated and hard-working team of analysts to provide client insights, data-driven presentations, and tools that promote solutions to optimize the plan and employee engagement efforts. The capabilities you build will make a difference, helping improve the retirement outcome of millions of not-for-profit workers across healthcare, higher education, and faith-based industries!<br>​</p><p><strong>What You Will Do</strong></p><ul><li><p>Identify and capture data from multiple sources, then perform modeling and analysis to generate clear insights and recommendations.</p></li><li><p>Create and present dashboards, reports, and visuals that communicate complex information simply and credibly to business partners and clients.</p></li><li><p>Prototype and build self-service analytics tools that enable partners to access and use data effectively.</p></li><li><p>Collaborate with stakeholders to frame problems, define success metrics, and prioritize the analytics roadmap.</p></li><li><p>Ensure data quality, documentation, and reproducibility across analyses and deliverables.</p></li></ul><p><strong>The Expertise You Have</strong></p><ul><li><p>Bachelor’s Degree, or equivalent, in information technology, data analysis, data science, finance, engineering, or a closely related field required</p></li><li><p>3+ years in analytics/business intelligence or 2+ years with a Master’s in a related field</p></li><li><p>Proven experience delivering business intelligence and analytics solutions that inform strategic decisions</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Proficiency with business intelligence tools such as Tableau or Power BI, including data preparation and dashboard/report development.</p></li><li><p>SQL skills for querying and transforming data.</p></li><li><p>Ability to manage multiple projects independently, with strong attention to detail and quality.</p></li><li><p>Critical thinking, problem framing, and data storytelling skills for executive and client audiences.</p></li><li><p>Preferred</p></li><li><p>Experience with a cloud data warehouse (for example, Snowflake) and data preparation tools (for example, Alteryx)</p></li><li><p>Knowledge of retirement plans and the not-for-profit sector (healthcare and higher education).</p></li><li><p>Experience with a scripting language (Python or R) for analysis and automation.<br>Familiarity with data governance, documentation, and reproducible analytics practices</p></li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position </strong></p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<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>

Manager, Data Analytics & Insights Tax Exempt Market

<h3>Job Description:</h3><p>The Position:</p><p>Quantitative Research and Investments (QRI) is seeking a highly motivated data expert in the domain of portfolio risk analytics to join a risk platform operations team responsible for ensuring that all vendor and internal portfolio risk analytics used for risk management and portfolio construction across Fidelity are delivered consistently, accurately and on a timely basis.</p><p>The Risk Platform Operations team are the stewards of risk analytics data for Fidelity Asset Management. They focus on quality control of all data that feeds into portfolio risk analytics, including security factor exposures and proxies, factor returns and covariance matrices, fundamentals data, security T&amp;Cs, and portfolio holdings. </p><p>In this role, you will utilize domain expertise necessary to root-cause daily issues effectively, work with internal and external data providers to resolve issues at source, answer portfolio and risk manager questions, and develop automated systems for identifying data quality issues. </p><p>The Value You Deliver: </p><p>Act as the steward of data assets used in risk management and portfolio construction<br>Be responsible for a quality services effort to respond to data quality issues in overnight feeds, enabling fast and seamless responses to upstream issues and insulating production and research from them<br>Update and verify the multi factor risk model inputs and outputs before delivery to clients<br>Enable Fidelity Asset Management’s access to accurate, timely and relevant portfolio risk analytics, working closely with key technology and business partners to correct data quality issues at source<br>Analyze systems and processes to find efficiencies and improve accuracy and timeliness of reporting</p><p><br>The Skills You Bring:</p><p>Experience with market risk models from vendors such as Barra, Axioma, Northfield, or Bloomberg<br>Highly analytical with the ability to quickly comprehend large data sets, develop and implement the right quality controls for these datasets<br>Highly proactive and self-motivated with the ability to meet objectives under minimal direction<br>Experience with vendor-provided risk data and capabilities, including Bloomberg PORT, BarraOne, RiskManager and/or Axioma<br>Experience in security, company, portfolio, and index-level information used in financial industry, including pricing for various security types (equities, bonds, derivatives) and construction of holdings<br>Experience in SQL, Python, Snowflake and / or Oracle and related tools and DQ frameworks</p><p><br>The Expertise You Have:</p><p>Bachelor’s degree (or higher) in mathematics, statistics, engineering, computer science, finance, or another quantitative field<br>3+ years’ experience in global data operations and/or support teams in peer firm(s) with a demonstrable track record delivering the value described for this role<br>Experience with methods, tools, statistics, and best practices for autonomous and discretionary anomaly detection, and data quality workflow<br>Excellent written and verbal communication skills; experience working with both technical and investment teams<br>Proven track record of working with complex data environments and associated technology and analytics infrastructure needed to support these environments<br>Demonstrated ability to root-cause data quality issues in complex environments and work with other teams and data providers to correct issues at source<br>Experience in creating automated processes to identify errors to ensure high quality of data to support the investment process<br>Experience in documenting essential procedures and calculations, and validating data<br>Investment Management business domain expertise across some combination of risk management, portfolio management, trading and investment operations</p><p><br>The Team:</p><p>The Risk Platform Operations team is an integral part of the Quantitative Research and Investing (QRI) division in Asset Management. QRI is responsible for the management and development of quantitative investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

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