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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Solution Architect will play a hands-on role driving the overall technical architecture and being responsible for the end-to-end solution architecture within Fidelity Institutional Technology for the Fidelity Institutional Wealth Advisory space. They will partner with the Business/Product Sponsors, Agile Squads, and Peer Architects while driving Fidelity Institutional Technology’s digital modernization efforts. The Solution Architect’s focus is enabling and accelerating the delivery of our squads by creating highly reliable, scalable, solutions that deliver key business value.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>10+ years of industry experience in architecture, analytics, design, and development of enterprise solutions in multiple technology platforms, frameworks, and languages.</li><li>Ability to provide technical leadership, prepare design artifacts, and implement solutions for agile teams. You will drive the end-to-end solutions architecture design and ownership and articulate the design to the product owners, agile teams, and architecture leadership.</li><li>Ability to engage with multiple squads to deliver architecture artifacts, drive issue resolution, wellness plans, and product roadmaps.</li><li>Ability to analyze business direction, understand the long-term vision, and quantify the risk/benefits in developing strategic technical solutions. Collaborate closely with the product owners and squads in technology evaluation, selection, recommendation, and configuration.</li><li>Ability to build and maintain effective relationships with product owners, architects, and technical leads for individual products and applications. Partner with peer architects to find opportunities to refactor business processes, improve customer experience or perform capability rationalization.</li><li>Demonstrated and extensive knowledge of APIs, UIs, infrastructure, data architecture, security, and new technologies.</li><li>Demonstrated expert understanding of the agile development process and DevOps practices.</li><li>Demonstrated software development experience with expertise in client-side technologies (Angular/React, JavaScript/TypeScript, HTML, CSS) and strong experience using Java, Java EE/Jakarta EE, Spring Framework/Spring Boot, and web application technologies.</li><li>Ability to work both independently and with all levels of the organization, including technical and non-technical team members.</li><li>Passion for technology, not limiting yourself to a set of languages or frameworks.</li><li>Track record of critical thinking and translating business needs into technology solutions.</li><li>Strong presentation skills; written and verbal communication including the ability to influence.</li><li>Experience in cloud technologies and practices, building and deploying applications using either AWS or Azure or both. Cloud certification preferred.</li></ul><p><strong>The Team</strong></p><p>Fidelity Institutional Technology Architecture provides strategic technology direction and architecture vision for Fidelity's Institutional businesses. The FIT Architecture group is a comprehensive central architecture practice, leading IT strategy and architecture transformation, IT oversight and governance, promoting collaboration and open communication to facilitate better decision making at all levels. Technology changes lives. Our strategies and solutions make that happen.</p><p>At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling 'Dynamic Working'. </p><p>Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, all business days, every two weeks. These requirements are subject to change.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Director, Architecture

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship 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>

Planning Consultant - Hilton Head, SC

<h3>Job Description:</h3><p><strong>The Role</strong></p><ul><li>Deﬁned Contribution, Non-Qualified and HSA knowledge and experience required.</li><li>As the main operational contact for benefits administrators, you collaborate with your service team and internal partners to deliver on contractual commitments to some of our largest 401K clients.</li><li>The role partners with Managing Directors and Product Management to implement new products, services, and features to consistently evolve Fidelity’s offering.</li><li>You will work closely will specialized operational groups to implement plan provisions, problem solve issues and deliver outstanding service.</li><li>Responsibility for daily review of plan administration quality for Defined Contribution, HSA and Non-Qualified plans.</li><li>Managing plan administration to perform to standards and performance guarantees.</li><li>Demonstrating an understanding of the objectives and initiatives related to client projects and work with the organization to ensure that re‐sources are allocated, project plans are deﬁned, utilized and executed to ensure that deliverables are met</li><li>Raising and participating in the resolution of service issues (e.g., participant, reputational, risk/compliance related) appropriately within the organization</li><li>Utilizing your deep knowledge of plan level provisions, DC, HSA, Non-Qualified products as well as plan compliance, regulations, and risk management</li><li>You will identify and partner with Product and Relationship Management to cross sell new products and services and rollout new product and regulatory updates</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree preferred; work experience and strong business acumen required</li><li>Deﬁned Contribution, Non-Qualified and HSA knowledge and experience required</li><li>5+ years of beneﬁts administration, outsourcing administration or retirement experience required</li><li>3+ years of experience in a client facing role highly desired</li><li>You have a proven understanding of 401(k) regulations and their application to plan administration</li><li>You have effective oral and written communication skills You demonstrated the ability to manage client issues</li><li>You exemplify strong interpersonal skills and customer service approach to solving problems.</li><li>You have the ability to initiate and maintain overall accountability for client speciﬁc and department initiatives and projects</li><li>You can multitask, work in a fast paced, changing priority environment, problem solve, and make decisions.</li></ul><p><strong>The Team</strong></p><p>As a member of a dynamic Client Services Management organization, the work you do every single day will have a direct impact to both our Client Services Mission and our Client Services Vision.</p><p>Our Mission: To deliver the highest quality and most dedicated plan sponsor service in the DC industry by knowing each plan we serve better than our client does.</p><p>Our Vision: To deliver service that is so deeply wonderful, every client feels like they are our only client.</p><h3>Certifications:</h3><h3>Category:</h3>Client 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>

Client Service Manager

<h3>Job Description:</h3><p><strong>Job Title</strong> <strong><em>– </em></strong>Principal Systems Administrator – Distributed Compute Operations</p><p>This position will be responsible for managing Incidents, Changes and Problems on Linux, Windows &amp; Virtualization (VMWare/OLVM) Infrastructure and to create and maintain solutions to automate administrative procedures</p><p><strong>The Purpose of This Role</strong></p><p>This position provides technical leadership and will be responsible for managing and enhancing the infrastructure hosted on Unix, Windows and Virtualization platforms, project delivery, providing technical support and implementing automated solutions to reduce toil.</p><p>This role is an excellent opportunity for individuals who excel under pressure, have a bias for action, want to gain a holistic view of the IT environment and can work with the best technical subject matter experts across Fidelity.</p><p><strong>The Value You Deliver</strong></p><p>As a member of the DCS Compute Operations organization, you will play a critical role in assuring production stability across the On-prem Compute environment. Our goal as an organization is to enable our technology/business partners to have the highest availability. Your technical and process expertise will help us ensure smooth operation of the environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Troubleshooting, monitoring, and driving RCA to ensure the highest uptimes are maintained.</li><li>Designing and implementing new solutions and improvements to the resilience of the current environment</li><li>Ensure all platforms are secure, working within our security team to ensure that systems are updated as and when necessary, and implementing any urgent fixes/mitigations responding to threats as they arise.</li><li>Create and maintain solutions to automate administrative procedures</li><li>Provide technical leadership and technical guidance on projects.</li><li>Facilitate live outage calls, capturing technical findings, documenting and executing on action items.</li><li>Ensuring communications are sent to stakeholders at regular intervals and within expected timeframes.</li><li>Monitor team’s effectiveness and work with business partners to improve process efficiency, through automation, when possible.</li></ul><p><strong>The Skills that are Key to this role</strong></p><p><strong>Technical / Behavioral</strong></p><ul><li>Excellent influencing skills, including ability to negotiate and execute strategies with peers and colleagues / partners across organizational boundaries</li><li>Strong organizational and troubleshooting skills</li><li>Good scripting &amp; coding skills</li><li>Passionate for learning cross technical skills</li><li>Demonstrate self-motivation to achieve a successful outcome in a highly dynamic environment</li><li>Excellent track record of fostering innovation and 'thinking out of the box'</li><li>Excellent verbal and written communication skills</li><li>Ability to manage multiple tasks and deadlines with minimum supervision</li><li>Strong understanding of Infrastructure Technology at an enterprise level</li></ul><p><strong>Soft skills required:</strong> Organizational agility, communications, influencing, time management, contextual awareness and ability to work under pressure.</p><p><strong>How Your Work Impacts the Organization</strong></p><p>Improve stability, increase availability, and enhance customer and stakeholder satisfaction</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li>10+ years of relevant IT experience</li><li>Bachelor’s degree in computer science or similar field.</li><li>Must have extensive experience in the following technologies:<ul><li>Server Operating Systems – Linux, AIX, Windows</li><li>Virtualization technologies – VMWare/OLVM</li><li>Intel Enterprise Server level hardware (HP/IBM/Dell)</li><li>Scripting and automation – Bash/Python/Ansible</li></ul></li></ul><ul><li>Solid understanding of Networking services, protocols and Storage concepts</li><li>Demonstrated experience with system monitoring, Observability and performance tuning</li><li>Knowledge of Vulnerability management across operating systems and Virtualization platforms</li><li>Architectural-level understanding of IT infrastructure and applications</li><li>Highly organized: Ability to track multiple activities, ensuring essential deadlines are met</li><li>Exposure to DevOps and Agile practices</li><li>Strong understanding of Enterprise ITSM processes</li><li>Excellent problem-solving and communication abilities</li><li>Demonstrated fluency with translating and communicating technical issues to a broad audience, including executives</li><li>Certifications in RHEL/ Microsoft/ VMware &amp; ITIL will be favorable</li></ul><p><strong>Company Overview</strong></p><p>Fidelity Investments is one of the world's largest providers of financial services. Headquartered in Boston, US, Fidelity's goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. Privately held for nearly 70 years, Fidelity employs 83000 associates who are focused on the long-term success of our customers. FMR (Fidelity Management &amp; Research) India is the Global Inhouse Center of Fidelity Investments. Headquartered at Bangalore, where operations commenced in 2003, FMR India has another fully functional unit at Chennai. To know more visit: <a href="https://india.fidelity.com/india/" target="_blank"><strong>FMR India</strong></a></p><p><strong>Location</strong>: Bangalore</p><p><strong>Shift timings</strong>: Team members work either of two 9 hour shifts, five days a week on a rotational basis. The shifts are – 6:00 AM to 3:00 PM IST and 02:00 PM to 11:00 PM IST. This includes weekend days and holidays as rostered.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology

Principal Systems Administrator

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We are seeking a dynamic individual who blends Portfolio Management expertise with team and execution planning responsibilities. This role is pivotal in supporting strategic technology initiatives while ensuring cross-functional alignment and organizational efficiency. </p><p>The ideal candidate will have a strong technical background, exceptional program management skills, and be a trusted advisor to senior leadership. You will oversee a portfolio of high-impact programs, optimize executive decision-making, and enhance operational workflows across the organization. Additionally, you will communicate and collaborate closely with Product Owners and Product Managers, Engineering Leaders, Architects, and other Stakeholders to ensure dependencies are managed, impediments are removed or escalated and there is visibility into the work being done and how the program is performing.</p><p><strong>Key Responsibilities</strong></p><p>1. Portfolio Management </p><ul><li>Lead a portfolio of strategic technology programs, ensuring alignment with business objectives, timelines, and budgets. </li><li>Define program roadmaps, KPIs, and success metrics in collaboration with engineering, product, and business teams. </li><li>Drive cross-functional execution, removing roadblocks and ensuring accountability. </li><li>Monitor risks, dependencies, and resource allocation, providing transparent reporting to stakeholders. </li></ul><p>2. Planning and Execution </p><ul><li>Serve as a strategic partner to the Head of Stock Plan Services Technology, managing priorities, communications, and operational cadence. </li><li>Prepare executive briefings, board materials, and leadership presentations. </li><li>Facilitate leadership meetings, ensuring follow-through on team decisions and action items. </li><li>Identify and drive operational improvements, streamlining processes across teams. </li><li>Act as a liaison between leadership and departments, fostering collaboration and alignment. </li></ul><p>3. Strategic Initiatives &amp; Special Projects (10%)</p><ul><li>Lead ad-hoc strategic projects (e.g. organizational redesign, innovation pilots). </li><li>Utilize market/competitive research to inform leadership decision-making. </li></ul><p><strong>Qualifications &amp; Skills </strong></p><ul><li>Experience: 7+ years in program management, portfolio management, or strategy, with 2+ years within a Chief of Staff or similar executive supporting role. </li><li>Technical Acumen: Strong understanding of software development, cloud infrastructure, data systems, or related domains. </li><li>Leadership: Proven ability to rapidly build trust, influence stakeholders at all levels, and navigate ambiguity. </li><li>Communication: Exceptional written/verbal skills; adept at synthesizing complex topics for executives. </li><li>Execution: Track record of delivering large-scale programs on time and within scope. </li><li>Tools: Proficiency in Jira, Confluence, and BI/reporting tools. </li><li>Bonus: MBA or advanced degree in technology/business; PMP, Scrum, or related certifications. </li></ul><p></p><p><strong>The Team</strong></p><p>You will work in a matrixed model through partnership with other technology and product leaders (Domain Leaders) aligned to Stock Plan Services. </p>The base salary range for this position is $130,000-$219,000 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>Information Technology

Vice President of Stock Plan Services - Portfolio Delivery

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant - Lone Tree, CO

<h3>Job Description:</h3><p>A Fidelity Branch Leader partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Vice President, Branch Leader. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li>Supporting the Vice President, Branch Leader in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>If your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Branch Leader - Orlando, FL

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p> As a <strong>Senior Manager</strong> in Consumer Strategy &amp; Segment Marketing (CSSM) you blend business analysis and marketing expertise with a passion for uncovering consumer insights. Working collaboratively within a cross-functional team and in close partnership with your Manager/Team Lead, you will use your expertise to support the development of actionable consumer marketing strategies that differentiate Fidelity offerings in the market and drive meaningful consumer value and business outcomes. One key deliverable of this role is the strategic marketing brief that guides channel, messaging and activation activities. </p><p>You will report to a Vice President Group or Team leader who oversees a team of 5-10 other CSSM Associates. </p><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>BA/BS required </p></li></ul><ul><li><p>8+ years of relevant marketing/management/strategy experience </p></li></ul><ul><li><p>Financial services experience preferred </p></li></ul><ul><li><p>Experience contributing to the development of marketing strategies across customer acquisition and client development; segmentation development, design target development; digital experience and customer journey mapping </p></li></ul><ul><li><p>Experience utilizing consumer research and deriving actionable consumer insights research and data analysis to inform the development of new hypotheses, opportunity exploration, business case development, differentiated marketing strategies, and program execution </p></li></ul><ul><li><p>Able to deliver concise written and verbal communications grounded in data and insights to influence decision-making </p></li></ul><ul><li><p>Contribute to story-telling using qualitative and quantitative data, market trends, business insights and other inputs in a cohesive narrative to inform marketing strategy development </p></li></ul><ul><li><p>Ability to successfully collaborate with and influence multiple business and marketing stakeholders at different levels to develop marketing strategies and align on implementation plans </p></li></ul><ul><li><p>Intellectually curious and appreciate learning new skills and capabilities </p></li></ul><ul><li><p>Proactive: able to navigate ambiguity and take action with consultation and guidance from your Team Lead to drive results across teams and lines of business. Contributes to identification of new opportunities and ideas with data-driven insights and recommendations </p></li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><p><strong>The Team</strong> </p><p>The Consumer Strategy &amp; Segment Marketing Team (CSSM) is part of the Marketing &amp; Social Platforms domain. The team works across business and marketing and partners closely with other commercialization functions and teams at all stages of the product lifecycle (new offerings à scaled solutions) and in service of customer acquisition and client development objectives. At our core, we represent the voice of the customer and are focused on helping Fidelity offer the right products to the right customers with differentiated value propositions and positioning to drive commercial success. </p><h3>Certifications:</h3><h3>Category:</h3>Marketing<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Manager, Consumer Strategy & Segment Marketing (CSSM)

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>The Investment Production Analyst serves as a product marketing specialist, responsible for the ongoing and timely delivery of financial product marketing collateral across a broad range of investment vehicles and strategies. This role requires a deep understanding of Fidelity’s financial products, compliance standards, data quality, and collateral production capabilities.</p><p>The primary focus of this position is supporting Fidelity’s Wealth Advisory Managed Solutions organization products, primarily Model Portfolio and Custom Separately Managed Account (SMA) capabilities. Core responsibilities include managing and delivering a variety of product collateral needs, including Model Portfolio Allocation Flyers and Performance Commentaries, product factsheets, client presentations, and ad-hoc reporting. All deliverables must meet strict standards for accuracy, design consistency, compliance, and industry best practices.</p><p>Success in this role demands exceptional attention to detail, a strong commitment to quality, and the ability to manage multiple priorities in a fast-paced environment. A collaborative spirit and a positive, team-oriented mindset are essential.</p><ul><li><p>Overseeing the end-to-end production and timely delivery of key marketing materials—including Model Portfolio Allocation Flyers and Performance Commentaries, factsheets, reports, and presentations—for ongoing distribution cycles. Ensuring all collateral remains current and compliant by aligning with evolving design standards, regulatory requirements, industry best practices, and data accuracy throughout the entire production lifecycle</p></li><li><p>Acting as a production specialist with proficiency in managing and updating marketing collateral across multiple platforms, including PowerPoint, InDesign, and/or Seismic.</p></li><li><p>Ensuring data and product information accuracy, maintaining brand and design consistency, and executing revisions thoroughly and efficiently </p></li><li><p>Managing and maintaining marketing collateral data that includes product and index performance, portfolio holdings, characteristics, attribution, market trends, competitor insights, and peer group analysis. Leveraging expertise in both internal systems and third-party financial platforms to optimize data acquisition through feeds and customized reporting solutions</p></li><li><p>Partnering cross-functionally with Marketing, Compliance, Product, and other internal stakeholders to ensure seamless, end-to-end execution and delivery of assigned marketing materials.</p></li></ul><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li><p>Bachelor’s degree with a strong foundation in communication and research</p></li><li><p>3+ years of professional experience in marketing or financial services</p></li><li><p>Proven ability to manage and maintain collateral libraries with a focus on consistency and brand standards</p></li><li><p>Highly detail-oriented with a track record of producing accurate, high-quality work</p></li><li><p>Solid understanding of investment products and financial markets</p></li><li><p>Proficient in financial tools such as Morningstar Direct, FactSet, Lipper, and/or Bloomberg</p></li><li><p>Advanced Microsoft Excel skills (formulas, pivot tables, data organization)</p></li><li><p>Strong PowerPoint skills for visualizing data and applying design standards</p></li><li><p>Familiarity with Seismic a plus</p></li><li><p>Excellent verbal, written, and analytical communication skills</p></li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3><strong>The Team</strong></h3><p>The Investment Production Team operates within the Investment Marketing Services group, a division of FI and Asset Management Marketing. This specialized team provides comprehensive marketing support for Fidelity financial products, managing the end-to-end production of high-quality, dynamic collateral—including pitch books, investment capabilities materials, fact sheets, flyers, performance matrices, and guidebooks.</p><p>As subject matter experts in both collateral production and financial product data (including sourcing and tools), the team manages expansive libraries of collateral and supports timely research and reporting to support business needs. Their work is executed in close collaboration with key partners across Marketing, Asset Management’s Investment Product Group, Institutional Portfolio Management, and FI Wealth Advisory Managed Solutions.</p><p>The team’s core mission is to help support asset growth and retention across Fidelity’s suites of financial products by delivering impactful, data-driven marketing materials.</p>The base salary range for this position is $74,000-$117,000 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>Communication

Investment Production Analyst - Fidelity Institutional Marketing

<h3>Job Description:</h3><p><strong>Please Note: We are unable to consider visa sponsorship for this role.</strong></p><p>The role of <strong>Director, Journey Orchestration Lead </strong>reporting to the <strong>Journey Design &amp; Creation Team Lead</strong> will be responsible for overseeing the end-to-end journey development and lifecycle.</p><p>This role sits within the Journey Orchestration team, aligned to transforming our go to market approach to engage customers through tailored experiences across channels, moving us forward from product-centered to customer-centric journeys through the enablement of our new Customer Data Platform (CDP).</p><p>The Journey Lead will develop the strategy, brief, and design and work across teams to bring it to life. The Journey Orchestration Lead collaborates with partners across the organization to activate the necessary data and capabilities to launch and measure journeys effectively. The lead will have a strong understanding of the campaign and journey ecosystem and inform decisions on new journeys to create based on this knowledge.</p><p>The Journey Lead will be focused on:</p><ul><li><p><strong>Strategy &amp; Design</strong>: Purposefully design journeys to help prospects and customers complete actions that are important to them while creating meaningful experiences along the way. Use data to inform hypothesis-driven learning agenda</p></li></ul><ul><li><p><strong>Capabilities Development:</strong> Develop the innovation and capability agenda for MarTech and Data &amp; Analytics partners to enable journey orchestration.</p></li></ul><ul><li><p><strong>Journey Development &amp; Execution</strong>: Design journeys and develop the briefs based on best practices and data. Manage the end-to-end creation and execution of a new journey.</p></li></ul><ul><li><p><strong>Journey Requirements &amp; Documentation:</strong> Develop, prioritize and socialize business and marketing requirements to enable delivery of the desired customer experience. Coordinate with stakeholders to understand system and data constraints, partnering with them to identify solutions that overcome blockers.</p></li></ul><ul><li><p><strong>Analytics:</strong> Analyze and report out on journey KPIs against targets. Collaborate with data partners to ensure measurement needs for journeys can be supported and learning agendas can be delivered on.</p></li></ul><ul><li><p><strong>Scale: </strong>Document best practices for how and when to use journeys. Advise on journey use case selection, prioritization and optimization decisions that ultimately move us to scale.</p></li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>BA/BS degree is required, an MBA is desired</p></li><li><p>Experience: 10+ years of marketing focused on growing business and customer outcomes</p></li><li><p>Experience designing customer and prospect journeys to engage them throughout the customer lifecycle and drive desired customer and business outcomes</p></li><li><p>Experience working with data &amp; analytics teams and technology teams to launch innovative marketing for a large and/or regulated company</p></li><li><p>Experience integrating and utilizing propensity models to empower audience engagement and journeys across key moments in the customer experience</p></li><li><p>Ability to work with cross functional teams and influence partners</p></li><li><p>Experience writing business and marketing requirements for technology needs</p></li><li><p>Ability to see the storyline in data to drive actionable insights, synthesize and present results to senior leaders</p></li><li><p>You are highly collaborative and enjoy working in a highly matrixed environment</p></li><li><p>You bring innovative thinking and sensible risk taking to any project you tackle</p></li><li><p>Strong attention to details, program management skills, ability to multi-task and prioritize</p></li><li><p>Enjoy tracking, triaging and solving issues in real-time</p></li><li><p>Process and detail-oriented thinker who provides clear direction and maintains clear communication with others about the work and results</p></li><li><p>Ability to articulately communicate technical concepts to non-technical partners.</p></li><li><p>Experience in owned channel marketing, customer journey mapping, campaign management and the major marketing platforms (Salesforce, Adobe, Google, etc.)</p></li><li><p>Ability to thrive in a fast-paced environment and are easily adaptable to change</p></li></ul><p><strong>The Team</strong></p><p>This role will be part of a Marketing Channels Team that together leads strategy, performance and personalization of all Marketing Channels. The Marketing Channels Team is one of several teams that make up the Marketing and Social Platforms Team which is led by the firm’s CMO. The Journey Orchestration Team is a newly formed team created to lead the strategic initiative to transform our go to market approach to engage customers through tailored experiences across channels.</p><h3>Certifications:</h3><h3>Category:</h3>Marketing<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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