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<h3>Job Description:</h3><p>We are looking for a Principal Systems Analyst to join us!</p><h3><strong>The Role</strong></h3><p>As a Principal Systems Analyst, you will play a key role on a Scrum team within the Digital Platforms WI Technology organization. Working closely with the Squad Lead, Business Analyst, Scrum Leader, Software Engineers and Quality Engineers, you will help to craft, build, test, and deliver the features that make up Fidelity’s Digital experiences that are designed to delight our customers, anticipate their needs and match services or solutions to support effective decision making. You will also be expected to provide guidance and mentoring to the other Systems Analysts within the wider Digital Platforms Technology team</p><h3><strong>The Expertise And Skills You Bring</strong></h3><ul><li><p>8+ years of systems analysis experience; a focus in financial services applications is a plus</p></li><li><p>BS/BA Degree or equivalent experience preferred</p></li><li><h3>​<strong>An understanding of the Agile software development methodology</strong></h3></li><li><p><strong>Ability to perform technical analysis of sophisticated Web application development concepts</strong></p></li><li><p><strong>Experience with Web component design, API, database query tools, SQL skills</strong></p></li><li><p><strong>Experience with Jira and Confluence</strong></p></li><li><p>Robust critical thinking and analytical skills</p></li><li><p>Learns quickly and work through ambiguous situations</p></li><li><p>A technical problem solver comfortable working in a sophisticated and fast-paced environment.</p></li><li><p>Ability to triage system defects in all environments</p></li><li><p>Strong analytical, facilitation and communication skills including written, verbal, and technology illustrations</p></li><li><p>Proactive, organized, highly responsive and committed to quality</p></li><li><p>Applies a long-term mentality to help produce scalable and maintainable solutions</p></li><li><p>Ability to work with a variety of individuals and groups in a constructive and collaborative manner</p></li><li><p>Confidence to convey technical concepts, capabilities and needs to team members, product owners and other internal partners</p></li><li><p>Asks exploratory questions to uncover hidden or un-identified use cases and requirements</p></li><li><p>Proficiency in writing supporting documentation including product guides, business process diagrams and/or system workflows</p></li><li><p>Skilled at influencing team members and external groups</p></li><li><p>Produce and/or maintain system feature design documentation and user training and materials</p></li><li><p>Passion to provide guidance on standard methodologies and mentoring support to junior Systems Analysts</p></li></ul><h3><strong>The Team</strong></h3><p>Fidelity's Workplace Investing Digital Platforms Technology team designs, develops, implements, and supports WI’s suite of Digital products and services. The Digital Platforms development team focuses on delivering innovative solutions that meet the needs of our customers. Our systems professionals thrive, with a steadfast dedication to innovation, which furthers a culture of continuous improvement and significant achievement. We see ourselves as a vital link to Fidelity's customers. This is a fast-paced group that is using ground-breaking technologies to build powerful tools and outstanding user experiences for our customers, using Java-based technologies.</p><p>You will support digital experience scrum teams within Stock Plan Services, an emerging equity compensation services division of Fidelity Investments.</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

Principal Systems Analyst

<h3>Job Description:</h3><p><strong>The Teams</strong></p><p>The <strong>Asset Management Compliance, Risk and Business Operations (CRBO)</strong> group comprises the following teams: AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research &amp; Analytics, Investment Services and Strategic Business Initiatives. CRBO is a global organization that is focused on advancing the strategic priorities of Fidelity and Asset Management through innovation, business partner alignment, and building and supporting a culture that challenges the status quo and promotes vitality. The teams work together to support Asset Management’s strategic goals while being the best partner to the business to protect our clients via proactive compliance monitoring, risk oversight and strategic business planning. The team’s key organizational themes are business partnership and stewardship, modernization and digitization, innovation, and talent development.</p><h3>The Position</h3><p>The Director of Investment Architecture (IA) will play a meaningful role in connecting and integrating the investment processes supporting Fidelity Liquid Alternative (LA) portfolios with the technology infrastructure required to implement investment strategies and decisions at scale. Working closely with Fidelity Asset Management (AM) investment and technology partners, the position will participate in/lead projects of various size and complexity, including product/platform development and enhancement. The business value that the Director of IA will be asked to help unlock centers on expanding foundational investment management capabilities for Fidelity’s Liquid Alts funds and portfolio managers.</p><h3>Position Responsibilities</h3><ul><li>Build a deep understanding of the Liquid Alternative investment processes to become an advocate for the team in technology and operations focused meetings</li><li>Be responsible for the creation of requirements for LA focused technology projects and partner with technology to create milestones for implementation</li><li>Define and document key investment processes by partnering with AM Investment Services, investment professionals, and technology to help drive development requirements</li><li>Identify and lead enhancements across phases of development (i.e., idea to prototype to an enterprise-supported application) as appropriate</li><li>Create a long-term capabilities roadmap to optimally sequence requirements for Fidelity’s LA funds</li><li>Become well versed on LA portfolio and holdings data to create better alignment between data management and investment processes</li><li>Drive automation opportunities for improved scale and efficiency</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>8+ years in investment management or consulting industries with a focus on liquid alternative strategies</li><li>Bachelor’s degree along with CFA (in progress or completed) preferred</li><li>Exceptional analytical, communication, conceptual thinking, project management and problem-solving capabilities</li><li>Ability to thrive in a fast-paced environment and simultaneously managing several projects</li><li>Ability to successfully navigate across the organization, build strong working relationships with key business partners, and develop a strong professional network</li><li>Solid ability to synthesize complex ideas into easy-to-understand materials and balance ideal long run vision with the short-term practical implementation</li><li>Demonstrated experience thinking end-to-end about investment processes and workflows</li><li>Self-starter who can work independently in a challenging situation</li><li>Creative problem-solver with a curiosity to foster advances in automation, AI, and machine learning</li><li>Customer-focused approach to engagement with business partners</li><li>High attention to detail</li><li>Strong leadership skills</li><li>Working knowledge of complex instrument types (e.g., Futures, Options, Equity TRS, CDX, IRS, FX Forwards, Swaptions, etc.) and familiarity with derivative lifecycle events including settlements, collateral, clearing, pricing, and related reference data is a plus</li></ul><p><strong>Company Overview </strong></p><p>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 associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.</p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.</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>

Director, Investment Architecture

<h3>Job Description:</h3><p>Are you interested in applying your knowledge of investment risk management to new products? Would you like to join a new team evaluating risks associated with Alternative Investments?</p><p>If so, join our newly established team delivering independent investment risk insights and analytics focused on Alternative Investments.</p><p><strong>The Role</strong></p><p>As a Risk Manager of Alternative Investments, you will be working in Fidelity's Risk organization partnering with other risk, analytics, finance and investment professionals to independently evaluate and report on current and emerging risks in the Alternative Investment Space.</p><p><strong>The Expertise You Have</strong></p><p>· Bachelor’s Degree in Finance, Economics, Mathematics, or related field required; Master’s Degree, MBA, CFA, FRM, CAIA are a plus</p><p>· 3+ years of Risk Management or Financial Services experience preferred</p><p>· Familiarity with Fidelity’s businesses and internal tools</p><p>· Understanding and experience across one or more of the major asset classes such as equities, fixed income, currencies and commodities</p><p>· Knowledge of private equity, private debt, structured financed, real estate investments are a plus</p><p>· Experience with risk techniques such as stress testing and scenario analyses, financial modeling, and statistical analyses</p><p>· Excellent verbal, written and interpersonal communication skills</p><p><strong>The Skills You Bring</strong></p><p>· You have strong technical and analytical skills to conduct stress testing, scenario analysis, and quantitative modeling to assess portfolio risks. Data analysis and visualization skills a plus</p><p>· You can identify inherent risks to different Alternative Investment strategies including hedge funds, private equity, real assets, and other alternative vehicles</p><p>· You have the ability to utilize platforms such as Bloomberg, Intex, RiskMetrics, and proprietary systems for risk analysis.</p><p>· You are a self-starter able to work independently and manage time to drive initiatives from start to finish in a timely manner</p><p>· You have collaboration skills with ability to work with a wide range business partners and investment teams.</p><p>· You have working knowledge of asset management, brokerage, operations and knowledge of regulatory rules and regulations</p><p>· You command effective written and verbal skills that can be used to influence decisions</p><p>· Ability to respond to shifting priorities while maintaining progress of regularly scheduled work</p><p>· You have excellent knowledge of MS office products particularly Excel / VBA, PowerPoint and Word</p><p>The Value You Deliver</p><p>· Driving innovation using complex data sets to identify, understand, analyze and mitigate risks</p><p>· Partner with investment, finance, operations teams to help manage key market, credit, and portfolio construction risks</p><p>· Prepare and present risk reports to senior leadership and investment committees.</p><p>· Assist in developing stress-based and scenario risk analytics, aggregation and monitoring exposures</p><p>· Conduct market research to continue improving and strengthening risk capabilities</p><p>· Exploring opportunities to enhance existing risk reporting, dashboards and developing new key risk indicators</p><p><strong>The Team</strong></p><p>The candidate will join a dynamic closely-knit group that prides itself on encouraging creative ideas. In this role, you will help ensure that Fidelity protects its reputation and aligns with laws and regulations relating to the risks. To complete this goal, the team is responsible for identifying, testing, and reporting on significant risks and helping management improve the control environment. By challenging the norm and valuing pace over precision, you will help drive innovation in our space. This role will provide the right candidate with an opportunity to gain exposure to a range of operational and regulatory functions, build strong risk management skills, and make an impact within a critical and highly visible organization.</p>The base salary range for this position is $80,000-$127,000 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>Risk

Risk Manager, Alternative Investments

<h3>Job Description:</h3><p><strong>Risk Manager – FFIO and Corporate Services</strong></p><p><strong>The Team</strong></p><p>The FFIO and Corporate Services Risk team plays a pivotal role in overseeing and executing key operational risk programs across the organization. Core responsibilities include external audit coordination, incident and event management, vendor risk oversight, and other strategic risk initiatives. Operating in a dynamic and fast-paced environment, the team focuses on high-impact activities that protect Fidelity’s customers and strengthen trust in the firm. The Risk Manager partners closely with business leaders to identify and assess risks, develop innovative control enhancements, and foster a strong risk mindset.</p><p><strong>The Businesses We Support</strong></p><p>The position will primarily support Fidelity’s Fund and Investment Operations (FFIO) business unit, which delivers essential middle- and back-office services for Fidelity’s retail and institutional products. These services include books and records maintenance, securities pricing, fund and security-level performance analysis, financial reporting, and tax operations. This role is part of a broader risk team that also supports other FFIO groups and several of Fidelity’s Corporate Functions, including Fidelity Real Estate Company, Corporate Accounting, Corporate Treasury, Procurement, and Enterprise Human Resources.</p><p> <strong>The Expertise You Have </strong></p><ul><li>Bachelor’s degree required</li><li>Minimum of 5 years of industry experience, ideally in Audit, Risk Management, Asset Management, or Fund/Middle Office Operations</li><li>Strong verbal and written communication skills</li><li>Demonstrated leadership and/or project management experience</li><li>Proactive and resilient mindset with the ability to thrive in a fast-paced environment</li></ul><p><strong>The Skills You Bring </strong></p><ul><li>Deep understanding of risk management principles and the ability to articulate the vision and strategy of the Risk function</li><li>Strategic thinker with a creative approach to problem-solving and process improvement</li><li>High level of initiative, accountability, and follow-through</li><li>Proficiency in data analytics tools (e.g., Excel, PowerPoint, Tableau)</li><li>Strong organizational skills with the ability to manage multiple priorities and adapt quickly to changing business needs</li><li>Effective communicator who tailors messaging to diverse audiences and influences outcomes</li><li>Flexible and open to feedback, new information, and evolving priorities</li><li>Builds inclusive and collaborative relationships across teams and geographies</li></ul><p><strong>The Value You Deliver </strong></p><p>As a Risk Manager, you will be instrumental in driving risk excellence across the business by:</p><ul><li>Leading key operational risk programs such as incident and event management, external audit coordination, and compliance initiatives</li><li>Engaging proactively with business partners to identify emerging risks, conduct assessments, and execute testing activities</li><li>Continuously evaluating and enhancing the risk profile of supported business units</li><li>Advancing the use of data analytics and digital tools to improve risk insights and decision-making</li><li>Collaborating cross-functionally to strengthen the overall effectiveness and efficiency of the Risk Management program</li></ul><p>Company Overview</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. We are proud of our <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value</strong> our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com</p><p>Fidelity Investments is an equal opportunity employer.</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>Risk<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>

Risk Manager – FFIO and Corporate Services

<h3>Job Description:</h3><h3>The Role</h3><p>Are you enthusiastic about propelling technological advancement and adherence to regulations? As a Program Manager at Fidelity Investments, you'll have a crucial part in updating our technology solutions and improving user experiences. You'll be leading the way in delivering outstanding Financial Crimes Compliance technology projects, guaranteeing seamless compliance with our regulatory, audit, and compliance requirements!</p><p>In this role, you will be:</p><ul><li><p>Collaborating with different departments to understand and address their current and future needs</p></li><li><p>Developing, testing, and implementing technical solutions that align with our strategic goals</p></li></ul><h3>The Expertise and Skills You Bring</h3><p>We are seeking a candidate with a proven track record of excellence in program management and dedication to compliance with regulations. Here are the qualifications we are seeking:</p><ul><li><p>A Bachelor's degree in business administration, finance, or information systems</p></li><li><p>Over 6 years of related experience</p></li><li><p>Strong problem-solving and data analytical abilities</p></li><li><p>Excellent presentation, written, and interpersonal communication abilities</p></li><li><p>A strong communal working style with superb relationship management and facilitation skills</p></li><li><p>The ability to take initiative and make decisions driven by customer needs</p></li><li><p>Experience engaging with both internal and external partners to support dependencies and integrations</p></li><li><p>Outstanding skills in building positive relationships with cross-functional teams</p></li><li><p>Proficiency in MS Word, Excel, and PowerPoint</p></li></ul><h3>The Team</h3><p>Our team at Fidelity is dedicated to maintaining the highest standards of integrity and compliance. The Enterprise Compliance group is crucial in upholding Fidelity’s reputation for trustworthiness. We focus on several key functions, including Regulatory Compliance, Strategy and Planning, and Global Sanctions. Our mission is to protect the firm’s reputation by providing outstanding operational and project management leadership.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project 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>

Program Manager, Compliance

<h3>Job Description:</h3><p><strong>Target Class Start Date: January 12, 2026</strong></p><p>Are you customer focused and also strive to deliver experiences that foster customer loyalty? Then this might be the right role and opportunity for you! Apply now to be considered for the upcoming October class that includes an immersive paid training during onboarding!</p><p>**Associates in this role can work in Smithfield, RI or in Westlake, TX.</p><p><strong>The Role</strong></p><p>The <strong>Operations &amp; Services Group (OSG)</strong> <strong>Client Services</strong> division is seeking entry level, driven and knowledgeable associates! As a Representative for Client Services, you will be directly involved in navigating transaction processing and carrying out our already-established record-keeping business practices, provides best in class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization through telephone within contact center. You ensure customer satisfaction by delivering extraordinary service, handling standard and complex interactions and processing of client inquiries received by phone or in writing.</p><p>We are customer-obsessed and strive to deliver experiences that foster customer loyalty through consistent, high-quality service, delivered by associates who can effectively transform knowledge to performance, complexity to simplicity, and customer service into relationships.</p><p><strong>The Expertise/Skills You Bring</strong></p><ul><li>2+ years of relevant experience in either call/contact center customer service and/or financial services operations</li><li>Excellent, proactive customer or client servicing skills, highly preferred</li><li>Experience working in a very dynamic environment managing competing priorities</li><li>Effective time management skills to meet deadlines</li><li>Self-motivated and has the desire to proactively take on additional responsibilities</li><li>Highly attentive to detail and organized, in order to execute on responsibilities efficiently</li><li>You are punctual, and demonstrate a strong dedication to attendance</li><li>You have a drive for learning all facets of the OSG Client Services business, including its' teams, systems, and processes</li><li>You have phenomenal communication, influencing and problem-solving skills</li><li>Working experience multi-tasking and working in a fast-paced environment to meet processing timeframes or deadlines</li><li>You have the desire to identify areas of improvement and be a part of developing the plan to implement change</li><li>You are customer-obsessed and strive to deliver exceptional experiences that foster customer loyalty</li></ul><p><em><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></em></p><p><strong>The Team</strong></p><p>We provide superior customer service to Fidelity’s Institutional businesses through innovation, dedication and commitment to excellence. This division is responsible for servicing our customers via inbound phones interactions, transaction processing and record-keeping for the transfer agent, Fidelity Investments Institutional Operations Company, Inc., as well as intermediary support and relationship management for Fidelity Institutional Asset Management (FIAM).</p><h3>Certifications:</h3><h3>Category:</h3>Brokerage 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>

Representative, Client Services - January 2026 (Westlake)

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<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 Representative - Fairlawn, OH

<h3>Job Description:</h3>Job Description<p>For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.</p><h3><strong>The Expertise We’re Looking For</strong></h3><ul><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license</p></li><li><p>Financial Services experience, we recommend five years</p></li><li><p>Degree and/or other professional certifications such as CFP are helpful</p></li></ul><h3><strong>The Purpose of Your Role</strong></h3><p>You are providing the highest level of customer service to Fidelity’s most sophisticated and most valued client. Through frequent communication and teamwork, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.</p><h3><strong>The Skills You Bring</strong></h3><ul><li><p>Extraordinary interpersonal communication skills, via telephone and face-to-face consultations</p></li><li><p>You have a passion for delivering thoughtful &amp; trustworthy service to clients seeking a personalized high-touch relationship</p></li><li><p>Your subject matter expertise will be used to address unique and complex client service requests</p></li><li><p>Your appreciation for working in a dynamic and collaborative environment</p></li><li><p>Assurance that portfolios remain in accordance with compliance guidelines</p></li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li><p>Handling inbound calls and emails generated by a book of clients and collaborating on customer communications</p></li><li><p>Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning</p></li><li><p>Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews</p></li><li><p>Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings</p></li><li><p>Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant</p></li><li><p>Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments</p></li></ul><h3><strong>How Your Work Impacts the Organization</strong></h3><p>Our Private Wealth Management team is committed to bringing the most appropriate financial strategies to our client. It is our promise to protect, grow and transfer assets in an integrated way. As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated clientele.</p>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

Wealth Management Planning Consultant - Edina, MN

<h3>Job Description:</h3><h3><strong>Director, Software Engineering - Digital Marketing </strong></h3><h3><strong>The Team</strong></h3><h3>Fidelity's Workplace Investing (WI) CRM Solutions chapter designs, develops, implements, and supports features that enable thousands of WI associates in the acquisition of new business and the daily support of our valued clients. Our solutions help associates lead prospect, client, and advisor relationships. We are passionate about delivering innovate solutions that exceed our customer’s needs. We embrace diversity of thought and experience. Our team thrives with a steadfast dedication to innovation which promotes a culture of continuous improvement and significant product advancement. </h3><h3>As a Director of Software Engineering, you will collaborate with the MarTech team, a part of the WI Client Engagement Tools &amp; Support function, which is dedicated to designing and delivering capabilities and customer experiences that enable seamless and effective engagement with our clients. You will work closely with the MarTech Product Area Lead and approximately seven agile squads to develop and support scalable, personalized, and measurable capabilities and experiences across all customer engagement channels. You will provide guidance and mentor developers within the wider MarTech team.</h3><h3><strong>The Value You Deliver:</strong></h3><h3>Strategy &amp; Planning:</h3><ul><li><h3>Defines and executes on tech vision in consultation with architecture, engineering and product leadership.</h3></li><li><h3>Facilitates the alignment of the product roadmap with tech driven initiatives.</h3></li><li><h3>Brings tech vision to life; emphasizes platform stability, engineering excellence, and builds a plan to address end-of-life technologies.</h3></li></ul><h3>Coaching &amp; Mentoring:</h3><ul><li><h3>Mentors agile teams including developers, testers and analysts. Serves as a link between product and architecture.</h3></li><li><h3>Creates next-gen tech leads by investing significant efforts in coaching and mentoring associates.</h3></li><li><h3>Serves as the authority on technical solutions and standards.</h3></li></ul><h3>Hands-on Engineering:</h3><ul><li><h3>Acquires expertise in Fidelity-specific practices while knowing the latest with industry standards. Shapes engineering guidelines, ensuring they remain up-to-date with the latest industry trends.</h3></li><li><h3>Works on strategic projects that span multiple business units and product teams. Provides technical guidance and leadership. Gets into details and takes on development activities.</h3></li><li><h3>Serves as the steward of tech vision, delivers on complex projects with a focus on incremental value delivery to achieve the tech vision.</h3></li></ul><h3>Scope:</h3><ul><li><h3>Provides technical leadership to multiple agile teams.</h3></li><li><h3>Works across business units to develop an engaged engineering community. Maintains focus on strong engineering excellence.</h3></li><li><h3>Serves as a developer advocate. Brings developer experience concerns to the fore and helps improve developer experience.</h3></li></ul><h3><strong>The Expertise You Bring:</strong></h3><ul><li><h3>10+ years technology experience with progression toward leadership responsibilities</h3></li><li><h3>Deep understanding of MarTech platforms, data integration, and digital campaign enablement.</h3></li><li><h3>Hands on technical experience with CRM (e.g. Salesforce Sales Cloud, Service Cloud), Marketing Automation (e.g. Marketing Cloud), Customer Data Platforms (e.g. Twilio Segment), Content Management Systems (e.g. Adobe Experience Manager), Digital Asset Management Systems, and other enterprise MarTech tools.</h3></li><li><h3>Hands on experience developing cloud-native applications on Microsoft Azure, with proficiency in Azure App Services, Azure Functions, and integration with PostgreSQL databases using Azure Database for PostgreSQL</h3></li><li><h3>Ability to influence technology strategy to enable delivery of business value.</h3></li><li><h3>Ability to quickly get up to speed on business needs and assess viability of solutions while considering scale and reuse.</h3></li><li><h3>Strong problem-solving competence.</h3></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>

Director, Software Engineering (Digital Marketing)

<h3>Job Description:</h3><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><p>Are you passionate about using your analytical skills to derive insights and drive</p><p>business strategy and success? Are you intrigued by being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, call transcripts, digital activity, business financials) into one cohesive story? Are you ready to drive experimentation &amp; strategic insights to optimize every aspect of the customer’s experience?</p><p>If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.</p><p><strong>The Team</strong></p><p>We’re seeking an analytics professional who brings creativity, curiosity, and collaboration to the table, someone eager to lead data-driven initiatives grounded in strong hypotheses and business relevance. This role requires more than reporting outcomes; we’re looking for a thinker who relentlessly pursues the why behind the data to uncover root causes and drive meaningful impact. As part of CKSI (Customer Knowledge &amp; Strategic Insights), you’ll collaborate with agile, cross-functional teams across both product domains and core business operations. This role offers broad exposure to a range of business leaders and initiatives, giving you the opportunity to connect insights across different parts of the organization to drive meaningful impact. This is an individual contributor role.</p><p><strong>The Skills You Bring</strong></p><ul><li>Ability to translate a business need or question into a hypothesis that can be validated via experimentation or data analysis.</li><li>Skilled at diagnosing trends, anomalies, and performance shifts by identifying root causes and translating findings into clear, actionable business recommendations.</li><li>Ability to use data to tell a story of customer experience, highlighting both successes and friction points to inform future initiatives and strategies.</li><li>Delivering insights from data to a broad audience in a simple, clear, and actionable way.</li><li>A cross-functional collaborator who can work across a team with diverse skills and abilities and find success for Fidelity and our customers.</li><li>Demonstrating a mix of analytical skills, you always focus on business use cases and customer needs.</li><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.</li><li>Highly detail-oriented with a strong commitment to data accuracy, quality assurance, and timely delivery of insights.</li></ul><p><strong>The Expertise We’re Looking For</strong></p><ul><li>5+ years of experience generating analytical insights to drive business actions, including experience with a range of analytical tools and programming languages such as SQL, Python, R, etc.</li><li>Experience in designing and developing dashboards &amp; reports by using Tableau, Power BI, Qlik etc.</li><li>Experience using and querying big data technologies such as Snowflake, Athena, etc.</li><li>Experience with digital analytics using tools such as Adobe analytics is a plus</li><li>Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization</li><li>Delivering data-driven and actionable insights to enable objective, informed business, and product decisions</li></ul><h3>Certifications:</h3><h3>Category:</h3>Data 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>

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