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<h3>Job Description:</h3><p><strong>The Group</strong></p><p>Quantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental 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><p><strong>The Role</strong></p><p>Fidelity is seeking to hire a Fixed Income Quantitative Analyst to join its Quantitative Research and Investments division. This position will be located in Fidelity’s office in Merrimack, New Hampshire. The analyst will develop quantitative techniques, models, and tools to support and strengthen the investment process used to manage Fidelity’s client accounts.</p><p>This is a rare opportunity to work with high caliber investment professionals in one of the premier fixed income investment management divisions in the world. As an ideal candidate, you will have demonstrated consistent success in your academic and work experience. You will have very strong analytical and communication skills and exhibit the highest level of personal and professional integrity. You’ll be able to think creatively, work independently, and make decisions quickly, often with limited information. Your ability to consistently develop, clearly articulate, and effectively communicate investment recommendations supported by a comprehensive and thoughtful research process is critical to success in investment management at Fidelity.</p><p>This specific quantitative analyst position is for a desk quant to support the Municipal Bond funds. We are looking for a quant with a deep understanding of the fixed income market, a strategic thinker about markets, and proven quantitative modeling skills, especially in the municipal bond market.</p><p><strong>The Value You Deliver</strong></p><ul><li><p>Understand, maintain, and improve infrastructure related to the investment process.</p></li><li><p>Build robust quantitative tools to aid all aspects of portfolio analysis and construction.</p></li><li><p>Collaborate closely with other investment and technology professionals within the division.</p></li><li><p>Explain complex quantitative concepts to non-technical people.</p></li><li><p>Monitor, measure, and attribute portfolio risks and returns.</p></li><li><p>Take initiative and demonstrate leadership skills to advance the investment process.</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><p>These attributes are indispensable:</p><ul><li><p>3+ years of industry experience as a fixed income quantitative analyst, and preferably some quant experience in the municipal bond market</p></li><li><p>Strong working knowledge of Python, SQL, R, Excel/VBA, MATLAB</p></li><li><p>Very strong interpersonal skills and an eagerness to work in a team environment</p></li><li><p>Understanding of financial markets and financial theory in the context of investment management</p></li><li><p>Strong facility with applied mathematics and statistics</p></li><li><p>Demonstrated expertise in technical and financial problem solving</p></li></ul><p>These attributes are preferred:</p><ul><li><p>Advanced degree in a discipline of science, technology, engineering, or mathematics.</p></li><li><p>Experience with callable bond models, asset allocation, security selection, and risk models.</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Fixed Income Quantitative Analyst, Municipal Bonds

<h3>Job Description:</h3><h3><strong>NQ Service Delivery Manager</strong></h3><p><strong>The Role</strong></p><p>The Nonqualified (NQ) Service Delivery Manager operates as the subject matter expert for NQ plan set-up, consultation on best practices and preferred solutions. In addition to interacting directly with the plan sponsor, you will be growing your network by working with business partners from a wide array of internal groups. By providing operational subject matter expertise, managing annual enrollment events, and delivering positive outcomes, you will have the ability to improve the plan sponsor and participant experience.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p> 3+ years of related experience working with retirement plans and interacting with Plan Sponsors.</p></li><li><p>Bachelor’s Degree or equivalent work experience</p></li><li><p>Experience with Nonqualified Plans preferred.</p></li></ul><p><strong>Skills required for the role:</strong></p><ul><li><p>To excel in this role, strong interpersonal and client communication skills are essential for building relationships with plan sponsors and internal partners.</p></li><li><p>The ability to convey complex technical information in an accessible manner enhances collaboration and understanding.</p></li><li><p>Organizational skills and meticulous attention to detail are crucial for managing multiple tasks and meeting deadlines in a fast-paced environment.</p></li><li><p>Problem-solving skills, logical reasoning, and analytical thinking enable effective solution implementation. A service mindset focused on customer needs, flexibility in adapting to varying workloads, sound judgment, and the capacity to influence strategies with clients further contribute to success in this dynamic role.</p></li></ul><p>In this role you will be asked to provide technical expertise and support to clients and internal business partners on NQ plan operational processes and complex issues. Time and project management skills will be important to manage and ensure accuracy of the NQ Online Enrollment Windows and performing distribution election error reviews to mitigate risk. Additionally, ability to influence clients to embrace preferred solutions, supporting key initiatives that drive process improvements and facilitating the process to address NQ 409(A) violations according to IRS guidelines will be vital to succeeding this this role.</p><p><strong>The Team</strong></p><p>How does this role fit into the group, business unit, and function within Fidelity? What value does the organization provide as a company? Explain why the group exists and the various stakeholders that your group interacts with internally and externally.</p><p>As a leader in our Workplace Investing Defined Contributions Client Services organization, you’ll serve alongside our entire team of WI DC Client Services associates who are all passionate about delivering flawless recordkeeping and unparalleled customer service. We’ve proven that recordkeeping is a differentiator through our continuous investment and dedication to a culture of Quality focused on our outstanding Operations foundation. Our Operational foundation consists of three key components: People, Technology and Process. It is critically important to produce high quality results with every customer interaction because our organizational results play a key role in client acquisition and existing client retention, which can help secure and build revenue opportunities for Fidelity.</p><h3>Certifications:</h3><h3>Category:</h3>Client Service Operations<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

NQ Service Delivery Manager

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As a strategic leader within Fidelity’s Workplace Investing (WI) Client Engagement Group, the Director of Health Care Competitive Insights will drive market and competitive intelligence across the health and welfare (H&amp;W) benefits administration sector and adjacent workplace solutions (e.g., retirement, FSAs). This role is instrumental in shaping business strategy, identifying growth opportunities, and mitigating competitive threats through data-driven insights. This is a hands-on, high-impact role ideal for a seasoned insights professional who thrives in a collaborative, fast-paced environment and is motivated by influencing business outcomes through research and analysis.</p><p><strong>Key Responsibilities</strong></p><ul><li><p>Lead end-to-end competitive and market intelligence for the H&amp;W benefits outsourcing space.</p></li><li><p>Analyze competitor strategies, offerings, technologies, and value-added services.</p></li><li><p>Forecast market trends, regulatory shifts, and evolving employee needs—especially around the employee experience.</p></li><li><p>Deliver executive-ready insights via presentations, dashboards, and reports that inform product, sales, and marketing strategies.</p></li><li><p>Partner with product teams to shape roadmaps, identify innovation opportunities, and address market gaps.</p></li><li><p>Develop insights-driven narratives to support go-to-market strategies, sales enablement, and client retention.</p></li><li><p>Align research priorities with strategic business goals and stakeholder needs.</p></li><li><p>Provide competitive enablement and deal support to client-facing teams; collaborate with Marketing, Sales, and Thought Leadership to refine external positioning.</p></li><li><p>Manage third-party research vendors and data providers to enhance intelligence capabilities.</p></li><li><p>Monitor and contextualize market developments; lead internal communications including newsletters and stakeholder updates.</p></li></ul><p><strong>Expertise and Skills You Bring</strong></p><ul><li><p>8+ years of experience in market research, strategy, or competitive intelligence within H&amp;W benefits outsourcing or consulting industries.</p></li><li><p>BA/BS degree required, MS/MBA or JD preferred.</p></li><li><p>Deep knowledge of the H&amp;W benefits landscape; experience with leading providers or consultancies preferred. Familiarity with HRIS, HCM platforms, and emerging technologies (AI, automation, cloud) in HR/benefits.</p></li><li><p>Strong analytical and strategic thinking skills; adept in CI/MI methodologies and tools.</p></li><li><p>Excellent communication and storytelling skills; able to influence senior stakeholders.</p></li><li><p>Proven leadership in cross-functional collaboration and stakeholder engagement.</p></li><li><p>Experience applying strategic frameworks (e.g., SWOT, scenario planning, benchmarking).</p></li><li><p>Ability to synthesize diverse data sources into actionable insights.</p></li><li><p>Comfortable navigating ambiguity and driving clarity through strategic judgment.</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Shape business strategy through deep, evidence-based market and competitive insights.</p></li><li><p>Empower sales and marketing with differentiated positioning and messaging to win and retain business.</p></li><li><p>Bridge market intelligence with product innovation, driving roadmap decisions and feature development.</p></li><li><p>Foster alignment across product, sales, and leadership by delivering timely, actionable intelligence that fuels growth.</p></li></ul><p><strong>The Team</strong><br>The Workplace Insights team supports Fidelity’s Workplace Investing and Health businesses by delivering competitive and market intelligence. Our research empowers the organization to stay ahead in a dynamic and evolving industry.</p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Healthcare Competitive Intelligence (Unfilled)

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Consultant - Fort Worth, TX

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>We are seeking a detail-oriented and proactive Special Situations Coordinator to support the coordination and execution of corporate actions across our High Yield and Private Equity investment teams. This role acts as a critical bridge between front-office investment professionals and operations, ensuring seamless communication, timely processing, and accurate reconciliation of complex corporate action events.<br><br>You will serve as the central point of contact for special situations involving restructurings, tenders, exchanges, conversions, recapitalizations, and private placements. The role involves daily coordination with investment teams, brokers, custodians, and legal teams to manage time-sensitive and often nuanced transactions.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s degree in Finance, Accounting, Economics, or a related field</li><li>5+ years of experience in investment operations, corporate actions, or related functions</li><li>Familiarity with High Yield and/or Private Equity investment structures and workflows strongly preferred.</li><li>Strong collaboration and communication skills to effectively coordinate with both internal and external stakeholders</li><li>Ability to manage multiple complex events simultaneously with strong organizational and prioritization skills</li><li>Attention to detail and a strong sense of accountability in managing high-value events</li><li>A continuous improvement mindset, with experience identifying process gaps and driving automation or documentation enhancements</li><li>High level of initiative and ability to work independently in a fast-paced, dynamic environment</li></ul><p><br><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3><strong>The Team</strong></h3><p>You will join the Global Corporate Actions team, a highly collaborative and experienced group that supports investment teams by ensuring accurate and timely execution of all corporate action events. Within this group, you’ll focus specifically on high-impact special situations, working closely with portfolio managers, legal teams, custodians, and counterparties. This team is known for its ability to navigate complexity, deliver under pressure, and support critical investment outcomes through operational excellence and coordination.<br><br>The Corporate Actions team operates in a culture of accountability, transparency, and continuous improvement, and plays a vital role in enabling investment success through operational precision.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Global Corporate Actions Manager - Fidelity Fund and Investment Operations

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The FI Organization is seeking a Lead ETF Specialist with tried subject matter expertise in capital markets, ETF solutions, business development, and the competitive landscape. The specialist acts as an extension of our investment and product teams acting as the client facing ETF solutions authority representing our investment capabilities to our intermediary clients. In this role you will support all channels including broker-dealer, RIA, banking, and insurance. The specialist will develop new prospective firms and advisors, while also working alongside field wholesalers to generate strong sales lift from our existing clients and prospects. Lastly, the candidate will collaborate with asset management to influence our product roadmap, develop messaging, and core content to support the continued growth of Fidelity’s ETF business.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor's degree required. MBA or equivalent graduate degree a plus</p></li><li><p>CFA preferred</p></li><li><p>10+ years of sales or product experience with significant experience with ETF’s</p></li><li><p>Series 7 and 63 licenses required</p></li><li><p>Maintains excellent communication, presentation, and interpersonal skills</p></li><li><p>Must have in depth knowledge of Fidelity and competitive products</p></li><li><p>Excellent time management and organizational skills are critical to success</p></li><li><p>Validated ability to successfully build and be a great partner within the intermediary channel</p></li><li><p>Confirmed ability to implement and apply needs-based selling techniques and strategies</p></li><li><p>Marketplace credibility to represent the investment process as well as the overall Fidelity organization most effectively in client, consultant, and industry conference speaking engagements</p></li><li><p>Capital market perspectives that influence investment solutions</p></li><li><p>Lead on and off platform sales discussions with home office gate-keepers, advisors, and consultants</p></li><li><p>Track record of successful client interaction and follow-up is required</p></li><li><p>Ability to build internal partnerships and relationships in a team environment</p></li><li><p>Ability to influence decisions and direction across FI and in intercompany relationships</p></li><li><p>Ability to travel 50%</p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, ETF’s, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.</p>The base salary range for this position is $70,000 - $175,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3><h3>Category:</h3>Sales

Vice President ETF Strategist

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Investment Consultant - Austin, TX (Domain)

<h3>Job Description:</h3><p>The Role</p><p>The Senior Analyst in Global Product Derivatives Onboarding (GPDO) is part of the Fidelity Fund &amp; Investment Operations group. Global Product Derivatives Onboarding’s mission is to facilitate information flow regarding our funds and clients to ensure trading readiness across complex products by ensuring our banking relationships are ready to operationally support Fidelity Investments.</p><p>The senior analyst will work within a team as the primary contact for our broker relationships to ensure our funds and clients can gain exposure to complex products. You will gain exposure to the products Fidelity offers and play a critical role that will help you connect the dots across Fidelity’s asset management business.</p><p>The Skills and Expertise We’re Looking For</p><ul><li>Bachelor’s or equivalent with 2+ years of experience processing data &amp; documentation or using knowledge of Fidelity’s products and services to solve problems</li><li>Demonstrated knowledge on complex products such as derivatives, foreign exchange, and other trading instruments</li><li>Experience improving processes and implementing technology solutions to improve operations</li><li>Preferable experience in KYC, AML, and beneficial ownership regulations and managing regulatory and franchise risk in working with counterparties</li><li>Ability to improve policies and procedures</li><li>Manage stakeholder relationships with trading, legal, and product while multi-tasking across processing data &amp; documentation as well as managing inquiries</li><li>Act as an escalation contact for other team members to navigate solutions and provide training</li><li>Ability to work independently with minimal supervision</li><li>Your work helps our portfolio managers obtain the exposure they need in managing our funds and client assets</li><li>You will be an instrumental part of ensuring our shareholders receive the service they expect from Fidelity</li><li>Our broker relationships will rely on your work to ensure they are ready to support Fidelity’s trading</li></ul><p>The Team</p><p>Fidelity Investments is one of the world’s largest providers of financial services and offers investment management, retirement planning, brokerage, human resources, and benefits outsourcing services to individuals and institutions. Global Product &amp; Markets Information, as part of the Fidelity Fund and Investment Operations organization, ensures Fidelity’s asset management business has the services needed to be successful.</p><p><strong><em>Note: Fidelity will not provide immigration sponsorship for this position. </em></strong></p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Analyst, Global Products Derivatives Onboarding

<h3>Job Description:</h3><p>The Prime Services Risk team is responsible for risk management of the Fidelity Capital Markets Prime Services business. The team focuses on Collateral, Market and Operational risk associated with the intraday and overnight extension of collateralized credit to clients. The team is involved in determining lending policy and continuous analysis of the risks inherent in each client’s portfolio and investment strategy. Portfolios are analyzed and evaluated daily through extensive simulation and stress analysis crafted to estimate market related risks. Additionally, the team is tasked with developing, testing, and validating strong risk models to ensure clients remain well collateralized on an ongoing basis.</p><p>The candidate will represent the firm in collaborating with business partners by articulating risk policies and procedures. Specifically, the role will include:</p><ul><li><p>Analyzing risk exposures using stress testing and scenario analyses for client trading, assessing collateral-based margin requirements.</p></li><li>Daily monitoring of client portfolios and providing of commentary or market risk positions with the strive to identify material risk exposures and concentrations. Due diligence and attention to detail is critical.</li><li>Interact regularly with Prime Services Account Managers on risk-related issues such as discussing margin changes, and with Credit Risk to review and approve new client prospects.</li><li>Collaborate in developing a firm-wide Model Risk Management Framework.</li><li>Monitor and analyze market trends and movements by observing market trends and estimating the significance they will have on client portfolios.</li><li>Respond to changing market conditions by conducting ad-hoc exposure analysis across the Prime Services portfolio, often at the request of senior management and/or business partners.</li><li>Coordinate with Technology and Product Development to improve risk system capabilities in performance, reporting, and data. In addition, work with the business to add products to the risk system and enhance margining capabilities.</li></ul><p><strong>The Expertise You Have</strong></p><ul><li>Bachelor’s Degree in related field (Finance or STEM based degree preferable)</li><li>2+ years of Relevant Risk Management experience, preferably Prime Brokerage or Institutional collateralized lending</li><li>Strong analytical, technical and critical thinking skills</li><li>Knowledge of financial markets and products</li><li>Understanding of risk management, and ability to analyze portfolio strategies and risks using stress testing and scenario analyses</li><li>Useful programming skills preferred but not required</li><li>Excellent interpersonal, verbal and written communication skills</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>You have strong analytical, problem-solving and technical skills to be deployed in your day-to-day responsibilities</li><li>You have knowledge of investment products, core brokerage experience in trading, lending, margin, financing, clearing and custody and related regulations</li><li>You have the ability to identify inherent risks to the business (e.g. market, credit, financial, operations regulatory, technology and reputational)</li><li>You are a self-starter able to work independently and manage time to drive initiatives from beginning to end</li><li>You command effective written and verbal communication skills to influence decisions</li><li>You partner with colleagues and thrive in a team environment</li><li>You have experience in handling and resolving conflicts</li><li>You have excellent knowledge of Excel, database queries and analytical tools and methodologies</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Experience with data analytics, stress testing, liquidity, market and operational risks</li><li>Effectively managing multiple initiatives and responsibilities within prescribed timelines</li><li>Ability to engage interested parties and facilitate discussions, meetings and walkthroughs of risk policy and analytics</li><li>Driving innovation using complex data sets to identify risk, settling controls, parameters and risk methodologies</li><li>Communicating complex issues by condensing them into a concise summary report and presentations</li><li>Finding opportunities to improve existing risk reporting and developing new key risk indicators</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p>The base salary range for this position is $64,000-$121,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Risk

Prime Brokerage Risk Analyst

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Client Conversion Services (CCS) Implementation team ensures the detailed transition of Broker Dealers, Advisors, Bank and Trust firms and Family Office clients onto the Fidelity Institutional Wealth Management Services’ (FIWMS) platform.</p><h3>The Manager / Senior Manager, Implementation Project Management will do the following:</h3><ul><li>Onboarding of new Fidelity Registered Investment Advisors.</li><li>Supporting existing advisors who are converting a book of business onto the platform.</li><li>Leading mid-level to large Implementation Projects by going onsite to advisor offices to support client conversion projects or breakaway conversions.</li></ul><p>The Senior Manager, Implementation Project Management will ensure the seamless transition of Registered Investment Advisors (RIA) onto the Fidelity platform. This includes implementing client relationships with minimal direction, developing the new relationships, and leading the overall Implementation process and conversion of asset. The Senior Manager, Implementation Project Management will be required to handle mid-level to large deals with and may assist on larger, more sophisticated clients.</p><h3><strong>The Expertise You Have</strong></h3><ul><li>Series 7 required</li><li>Bachelor’s degree in business or finance or equivalent experience. Advanced degree preferred</li><li>Minimum of 3 - 5+ years in financial services industry. Including experience in the institutional or high net worth client management or relationship building role</li><li>Strong knowledge of the Fidelity business segments; understanding of the industry, financial markets, and competitor influences</li><li>Experience with a full breadth of investment solutions, products and services provided to Fidelity clients</li></ul><h3><strong>The Skills You Bring</strong></h3><ul><li>Outstanding organizational skills, detail oriented, and ability to balance multiple sophisticated relationship/projects simultaneously in a fast-paced environment</li><li>Strong Project Management skills</li><li>Excellent analytical skills</li><li>Solid understanding of securities regulation SRO rules and standard industry policies and procedures</li><li>Solid understanding of Fidelity brokerage policy and procedures</li><li>Solid understanding of FBSI, XTRAC and EXCEL</li><li>Outstanding verbal, and written communication, and presentation skills</li><li>Ability to travel up to 10% - 25% of time</li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li>Advise the overall asset conversion plans for new clients to FIWMS. Analyze the source and figure out the best methods to achieve successful conversion.</li><li>Lead the overall client relationship during the on-boarding experience, including setting appropriate client expectations and delivering on the customer experience index.</li><li>Act as a liaison on behalf of client to FIWMS organization to address client issues.</li><li>Work with the client to resolve daily issues involving account set up, transfer of assets, account maintenance, and other customer service issues.</li><li>Analyze the procedures, products, and business practices of the client to align with FIWMS policies and procedures and negotiate mutually acceptable solutions and alternatives when vital. Make recommendations on standard processes.</li><li>Lead mid-level to large projects, with varying degrees of complexity. Lead onsite support at advisor offices for mid-level to large breakaways or conversions; assist with various pre-planning and execution tasks throughout the conversion.</li></ul><h3><strong>The Team</strong></h3><p>Fidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and 'extraordinary' client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses. The Team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service.</p>The base salary range for this position is $71,000-$120,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Client Service

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