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<h3>Job Description:</h3><p>Are you passionate about using your analytical skills to derive insights and drive business strategy and success? Are you intrigued by being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, call transcripts, digital activity, business financials) in to one cohesive story? Are you ready to drive experimentation &amp; strategic insights to optimize every aspect of the customer’s experience?</p><p>If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.</p><h3>The Team</h3><p>We are looking for an analytics professional to be a creative and collaborative team member, helping develop and lead data and hypothesis driven initiatives. As an indispensable member of CKSI (Customer Knowledge &amp; Strategic Insights), you'll be embedded in a business unit and will work with an agile inter-disciplinary team with a diverse set of skills across analytics, engineering, data science, marketing, product development etc., to optimize and personalize the Fidelity experience. This is an individual contributor role.</p><h3>The <strong>Skills</strong> You Bring</h3><ul><li>Ability to translate a business need or question into a hypothesis that can be validated via experimentation or data analysis.</li><li>Ability to use data to tell a story of customer experience, highlighting both successes and friction points to inform future initiatives and strategies.</li><li>Delivering insights from data to a broad audience in a simple, clear, and actionable way.</li><li>A cross-functional collaborator who can work across a team with diverse skills and abilities and find success for Fidelity and our customers.</li><li>Demonstrating a mix of analytical skills, you always focus on business use cases and customer needs.</li><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.</li></ul><h3>The <strong>Expertise</strong> We’re Looking For</h3><ul><li>5+ years of experience generating analytical insights to drive business actions, including experience with a range of analytical tools and programming languages such as SQL, Python, R, etc.</li><li>Experience in designing and developing dashboards &amp; reports by using Tableau, Power BI, Qlik etc.</li><li>Experience using and querying big data technologies such as Snowflake, Athena, etc.</li><li>Experience with digital analytics using tools such as Adobe analytics is a plus</li><li>Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus</li></ul><h3>The <strong>Value</strong> You Deliver</h3><ul><li>Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization</li><li>Delivering data-driven and actionable insights to enable objective, informed business, and product decisions</li></ul><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Senior Manager, Advanced Data Analytics and Insights

<h3>Job Description:</h3><p>Are you passionate about creating meaningful client experiences that drive retention and deepen relationships? Do you thrive on designing strategies that deliver value and support client needs? If so, bring your strategic mindset and client-first approach to this role and help us elevate engagement across our B2B client base.</p><p><strong>The Role</strong></p><p>We’re seeking a strategic and creative business-to-business marketer who will be responsible for the development and implementation of client engagement programs. The ideal team member will have the ability to use data and insights to develop integrated marketing programs, develop content and positioning, and flawlessly execute them via multi-channel, digital go-to-market efforts. To effectively build marketing programs that drive impact for our business requires you’ll work with business partners and stakeholders to shape the strategy, synthesize inputs, make recommendations, and implement the work forward.</p><p><strong>Key Responsibilities:</strong></p><ul><li><p>Design and implement client engagement strategies that foster loyalty, satisfaction, and long-term relationships.</p></li><li><p>Identify key client needs and areas of interest that align with our highest-value offerings.</p></li><li><p>Develop targeted campaigns and programs that support client education, adoption, and advocacy.</p></li><li><p>Collaborate with cross-functional teams including sales, product, and analytics to ensure alignment and impact.</p></li><li><p>Monitor engagement metrics and client feedback to continuously refine and optimize strategies.</p></li><li><p>Stay informed on industry trends and client expectations to evolve our engagement approach.</p></li></ul><p><strong>The Expertise and Skills You Bring:</strong></p><ul><li><p><strong>Client-Centric</strong>: Deeply understands client needs and is committed to delivering value at every touchpoint.</p></li><li><p><strong>Strategic &amp; Insightful:</strong> Able to connect engagement strategies to broader business goals and client outcomes.</p></li><li><p><strong>Collaborative Partner</strong>: Works effectively across teams to drive alignment and execution.</p></li><li><p><strong>Creative Communicator:</strong> Crafts compelling messaging and experiences that resonate with diverse audiences.</p></li><li><p><strong>Analytical &amp; Adaptive</strong>: Uses data to inform decisions and is agile in adjusting strategies based on performance.</p></li></ul><p><em>Note: Fidelity is not providing immigration sponsorship for this position.</em></p><p><strong>The Team</strong></p><p>Stock Plan Services provides companies with outstanding administration for their equity &amp; nonqualified deferred compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciation and performance plans. Our team, SPSNQ Marketing, Communications &amp; Insights, delivers valuable insights and innovative programs and experiences that help drive client growth &amp; retention and employee engagement with their equity &amp; executive compensation plans and Fidelity. We help millions of participants take advantage of their equity awards and understand how Fidelity can help with their broader financial needs through our Brokerage and Wealth offerings. We are committed to understanding customer needs, staying on top of industry trends, and evolving our strategies to ensure we are delivering results for our clients &amp; Fidelity.</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>

Director, Employer Marketing - Client Engagement

<h3>Job Description:</h3><p><strong>Fixed Income Quantitative Research Internship</strong></p><p><strong>The Team</strong><br>Fidelity’s fixed income division is one of the country’s leading fixed income managers, with over $1.2 trillion in fixed income assets managed by a staff of roughly 200 investment professionals. Our fixed income division makes its headquarters in Merrimack, New Hampshire, though more than 20 of our division members are in Fidelity’s London office. We combine fundamental research on domestic and international debt issuers with macroeconomic and quantitative analysis to support investment decisions aimed at maximizing risk-adjusted total return for our clients.</p><p><strong>The Role</strong></p><p>Fidelity is seeking to hire a Quantitative Analyst Intern to join its Quantitative Research and Investments division. This position will flex between Fidelity’s office in Merrimack, New Hampshire and Boston, Massachusetts. The analyst intern will work with quants, portfolio managers, and traders on the fixed income team to develop quantitative techniques, models, and tools to support and strengthen the investment process. This is a unique opportunity to work alongside high caliber investment professionals within one of the world’s leading fixed income investment teams.</p><p>The ideal candidate will demonstrate strong academic performance, exceptional analytical and communication skills, and unwavering integrity. Success in this role requires creative thinking, independent decision-making, and the ability to develop and clearly communicate well-researched investment recommendations.</p><p><strong>Education &amp; Experience</strong></p><ul><li><p>Currently pursuing a graduate or PhD degree in a technical field (e.g., Financial Mathematics, Statistics, Physics, Computer Science, Economics) through Summer 2026</p></li><li><p>Proficiency in Python (or similar modeling language) and SQL</p></li><li><p>Strong analytical, quantitative, and problem-solving skills</p></li><li><p>Familiarity with fixed income analytics (preferred)</p></li><li><p>Structured thinking and intellectual curiosity</p></li><li><p>Effective communicator with the ability to explain complex ideas clearly</p></li><li><p>Collaborative team player with a passion for investing and the financial markets</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Understand, maintain, and improve analytic infrastructure related to the investment process</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>Take initiative and demonstrate leadership skills to advance the investment process</p></li></ul><p><strong>Location Requirements:</strong></p><p>The candidate may be based in Boston, MA, but must be able to travel to Merrimack, NH at least two days per week. Alternatively, the role can be fully based in Merrimack, NH.</p><p><strong>Intern Program Dates</strong></p><p>June 1st, 2026 – August 7th, 2026</p><p><strong>*Applicants must be available for the entire 10-week internship duration*</strong></p><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<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>

Quantitative Research Intern- Fixed Income Team

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Be part of the team delivering innovative HR solutions to our employees. As a platform business analyst, you play a vital role in delivering HR solutions to the firm by supporting and enhancing Workday. Acting as the point of contact to business partners, this role is responsible for understanding business objectives, priorities and identifying impacts including:</p><ul><li><p>Identifying solution options</p></li><li><p>Responsible for day-to-day support and maintenance of Workday </p></li><li><p>Configuring and testing solutions in Workday</p></li><li><p>Writing test cases and coordinates/completes testing</p></li><li><p>Providing product demonstrations</p></li><li><p>Balancing the delivery of sprint goals and escalated or highly prioritized tasks</p></li><li><p>Collaborating across Squads, Product Areas, Business Partners and with Workday to implement latest features and enhancements</p></li></ul><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li><p>Bachelor’s degree preferred.</p></li><li><p>2+ years business analyst experience </p></li><li><p>Experience with Agile methodology and tools a plus.</p></li><li><p>HCM, Recruiting Workday configuration experience a plus.</p></li><li><p>HR experience a plus. </p></li><li><p>Ability to understand the complex HR ecosystem, its dependencies, and potential downstream impacts.</p></li><li><p>Ability to balance sprint related work and delivering on escalated or highly prioritized tasks </p></li><li><p>Good communication skills, both verbal and written; ability to implement/facilitate change</p></li><li><p>Solid analytical skills </p></li></ul><h3><strong>The Team</strong></h3><p>As part of the HR Tools and Platform Chapter you will be part of a cross-functional squad providing support to our operations team, managers and associates who interact with the Workday platform. You also will play a vital role in understanding the needs of our customers by providing innovative solutions to ensure the Workday experience is the best possible for our managers and associates. </p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<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>

Business Analysts – HR Tools and Platforms

<h3>Job Description:</h3><h3><strong>Shareholder Reporting Analyst</strong></h3><p><strong>The Role</strong></p><p>Have you ever looked at a Prospectus? Are you interested in learning more about how Fidelity drafts, updates, and makes these important shareholder documents available to our customers? This role may be a fit if you are a professional who possesses strong organizational and interpersonal skills while adapting to a constantly evolving regulatory and operations environment. In the role you will depend on your analytical skills and attention to detail to ensure the accuracy and completeness of disclosure library maintenance and document production both through document preparation and review. Your ability to work as a teammate and to meet deadlines will be crucial to success in your role and in helping to support the department’s overall mission of ensuring the completeness and timeliness of regulatory reporting documents in support of Fidelity’s multiple product lines.</p><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li>B/S or B/A (Finance, Communications, Management, Marketing, or business equivalent field).</li><li>A minimum of 3 years of experience in the mutual fund industry preferred.</li><li>Experience with regulatory legal and/or financial reporting preferred.</li><li>A knowledge of Fidelity’s product lines and Fidelity’s mutual fund operations preferred.</li><li>Experience owning and successfully delivering on multiple deadlines.</li></ul><h3><strong>The Team</strong></h3><p>As a Shareholder Reporting Analyst, you will prepare or review registration statements, financial documents, regulatory filings, and/or other reporting requirements for Fidelity’s U.S. 1940 Act products, Canadian registered funds, and certain institutional products. Your understanding of mutual fund operations will facilitate adapting quickly to the role. You will work within a team of other preparers and reviewers who you will collaborate with on both preparation and review of assignments. As an Analyst, you will also participate in committees and projects to improve the controls, accuracy, and efficiency of the reporting process. You will work on multiple assignments each reporting cycle and effectively prioritize tasks to ensure work is completed on schedule.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Analyst, Shareholder Reporting

<h3>Job Description:</h3><p><strong>Principal Software Engineer (Mainframe)</strong></p><p><strong>The Role</strong><br> </p><p>Seeking a <strong>Principal Software Engineer</strong> with superb <strong>mainframe </strong>technical skills to develop and maintain high volume production platforms in the FBSI Order Management System domain of the Trade Management Engineering organization.</p><p>Our mission is to provide best in class trading applications and support for Fidelity customers to better serve their brokerage needs. As part of this effort, you will engage collaboratively with systems and business partners to deliver high quality and innovative software solutions. Candidates for this role should be hardworking and energized to learn and grow with us in our digital transformation to build out our future cloud platform capabilities while delivering exceptional production stability.<br> </p><p>Join our dynamic teams working in a fast-paced environment, closely partnering with product, architecture, and other engineering teams. We provide mentors to help navigate your role. We offer dedicated time each month to develop new skills and investigate new technologies.</p><p><strong>The Team</strong></p><p>We are an agile squad that is part of the Trade Management Engineering organization. Working together and with other squads, we deliver solutions to our customers by aligning the right skillsets to their most critical business priorities. The work is diverse, challenging, and provides for continuous learning and growth opportunities. </p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>8+ years of software development experience in business critical, enterprise-wide applications</p></li><li><p><strong>Mainframe development expertise in COBOL, JCL, CICS, DB2 &amp; VSAM</strong></p></li><li><p><strong>Knowledge of MQ and Kafka messaging infrastructure technologies</strong></p></li><li><p><strong>Ability to perform detailed analysis and documentation for maintenance and improvement projects in batch and online environments</strong></p></li><li><p>Strong SQL experience</p></li><li><p>Deploy and support software releases into production environments</p></li><li><p>Employ your data security skills to keep our customers information safe</p></li><li><p>You are detailed and thorough with unit, functional and regression testing</p></li><li><p>Proven Experience writing COBOL/Native stored procedures is a plus</p></li><li><p>Experience in Distributed Technologies (Nice to have/Willing to learn)</p></li><li><p>Confidence to think and act strategically, share innovative insights, and offer creative solutions to deliver exceptional user experiences</p></li><li><p>Proven strong interpersonal and organizational skills coupled with effective written and verbal communication skills</p></li><li><p>Embrace flexibility and shift focus to meet the most pressing customer/client needs</p></li><li><p>You bring a growth mentality to work every day as you continue to learn new technologies and skills and seek to share that knowledge with your squad members</p></li></ul><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p><p>Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.</p><p>Salary Grade:</p><p>6</p>The base salary range for this position is $107,000-$181,000 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

Principal Software Engineer

<h3>Job Description:</h3><p><strong>The Role</strong><br>Fidelity Digital Assets is a dynamic and rapidly growing business division at Fidelity Investments, committed to crafting innovative solutions in the digital asset realm. Our mission is to provide a full-service, enterprise-grade platform for storing, trading, and servicing eligible digital assets such as Bitcoin and Ethereum. Your ability to analyze sophisticated financial data and translate it into actionable insights will be key to supporting the strategic growth of Fidelity Digital Assets. A passion for innovation and emerging technologies will help you thrive in this forward-thinking environment.</p><p>As a Financial Analyst, you will play a critical role in supporting the financial operations of this fast-evolving business. The responsibilities associated with this position include delivering accurate and timely financial reporting, developing models to forecast performance, and partnering with cross-functional teams to assist in strategic decision-making. This role requires a good foundation in financial analysis, a passion for new technologies, and the ability to thrive in a fast-paced, data-driven environment.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree in Finance, Accounting, Economics, or a related field</li><li>3–5 years of experience in financial analysis or accounting</li><li>Shown ability to deliver monthly financial reporting with precision and attention to detail</li><li>Advanced Excel skills, including experience building financial and reporting models</li><li>Experience with Anaplan and PowerBI for data analysis and visualization</li><li>Intellectual curiosity and a foundational understanding of digital assets like Bitcoin and Ethereum</li><li>Excellent written and verbal communication skills, adept at engaging customers at all levels</li><li>Strong collaboration orientation and a proven history of effective collaboration with various department </li></ul><p><strong>The Team</strong><br>Become a part of a team that values innovation, transparency, and continuous learning, fostering a collaborative and forward-thinking environment. Our team works closely with product, operations, and strategy groups to ensure financial insights are aligned with business goals. We cultivate a culture of adaptability and support, where every team member is empowered to contribute and grow.</p><p>As part of Fidelity Digital Assets, you’ll be immersed in a culture that accepts change and is committed to building the future of finance through digital innovation. The team is deeply engaged in shaping the financial infrastructure for digital assets, making this an exciting opportunity to be at the forefront of transformation in the industry.</p><h3>Certifications:</h3><h3>Category:</h3>Finance<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Analyst

<h3>Job Description:</h3><p>Are you passionate about building smart, scalable marketing strategies that attract and engage prospective clients? Do you thrive at the intersection of data, creativity, and performance? If so, bring your expertise to this role and help us drive awareness and consideration through targeted, high-impact lead generation programs.</p><p><strong>The Role</strong></p><p>We are seeking an experienced lead generation marketer to drive strategic, data-informed campaigns aimed at engaging prospects across the top and mid acquisition funnel. This role focuses on both the public market and late-stage/pre-IPO private market segments. The ideal candidate will leverage insights to shape our paid media strategy, craft compelling content and positioning, and execute flawlessly across multi-channel digital go-to-market initiatives.</p><p>A successful candidate is a hardworking, imaginative, curious, and solutions-oriented marketer who’s excited to be part of a collaborative team committed helping our sales organization and driving business growth.</p><p><strong>Key Responsibilities:</strong></p><ul><li><p>Develop and execute top- and mid-funnel marketing strategies to generate qualified leads and build pipeline growth.</p></li><li><p>Lead paid media initiatives across channels such as search, display, social, and programmatic, optimizing for reach and conversion.</p></li><li><p>Identify and activate other strategic levers (e.g., content syndication, partnerships, events, email nurture) to support lead generation goals.</p></li><li><p>Collaborate with cross-functional teams including analytics, sales, and product marketing to align messaging and targeting.</p></li><li><p>Monitor campaign performance and continuously optimize based on data-driven insights.</p></li><li><p>Stay ahead of industry trends to innovate and evolve our approach.</p></li></ul><p><strong>The Expertise and Skills You Bring:</strong></p><ul><li><p><strong>Strategic Producer:</strong> Able to craft and implement strategic lead generation and nurturing campaigns that deliver pre-qualified leads to our Sales teams.</p></li><li><p><strong>Performance-Driven:</strong> Obsessed with metrics, optimization, and driving measurable results.</p></li><li><p><strong>Creative Problem Solver</strong>: Brings fresh ideas and solutions to complex marketing challenges.</p></li><li><p><strong>Collaborative Communicator</strong>: Works well across teams and can clearly articulate strategy and impact.</p></li><li><p><strong>Detail-Oriented Executor:</strong> Balances big-picture thinking with precision in execution.</p></li><li><p><strong>Curious &amp; Adaptable:</strong> Eager to test, learn, and iterate in a fast-growing and evolving business.</p></li></ul><p><em>Note: Fidelity is not providing immigration sponsorship for this position</em>.</p><p><strong>The Team</strong></p><p>Stock Plan Services provides companies with outstanding administration for their equity &amp; nonqualified deferred compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciation and performance plans. Our team, SPSNQ Marketing, Communications &amp; Insights, delivers valuable insights and innovative programs and experiences that help drive client growth &amp; retention and employee engagement with their equity &amp; executive compensation plans and Fidelity. We help millions of participants take advantage of their equity awards and understand how Fidelity can help with their broader financial needs through our Brokerage and Wealth offerings. We are committed to understanding customer needs, staying on top of industry trends, and evolving our strategies to ensure we are delivering results for our clients &amp; Fidelity.</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>

Director, Acquisition Lead Generation Marketer

<h3>Job Description:</h3><h3>The Role</h3><p>In the role of Director of Strategy &amp; Planning at Fidelity Investments, you will get to craft the future of our Wealth business. This pivotal position demands a blend of strategic, analytical, and communication skills to assist and drive key initiatives. You will be a key figure in business management and strategic direction for the Fidelity Wealth Strategy business, delivering outcomes both independently and through collaboration in our dynamic, highly matrixed organization.</p><p>Your responsibilities will include strategy development, strategic planning, project management, interacting with various data sets, constructing financial models, and effectively conveying findings, along with having strong project management and implementation abilities are crucial. You will interact with senior leaders, collaborate with different teams, to lead and spearhead projects. If you are motivated by creative ideas, possess a customer and business-focused approach, and can ensure consistency throughout extended projects, this position is suitable for you.</p><p><strong>Responsibilities:</strong></p><p>• Business Management &amp; Operations: Plan, coordinate, and facilitate leadership routines, offsites, and key initiatives to ensure seamless operations.</p><p>• Strategy Development: Engage in strategy development activities, including market sizing, opportunity assessment, and financial modeling, to support long-term business goals.</p><p>• Planning Support: Assist in the business planning process and monitor progress towards multi-year goals.</p><p>• Analysis: Develop and improve analyses to deepen understanding of the retail financial services industry and current trends and to support strategic business programs.</p><p>• Collaboration &amp; Stakeholder Engagement: Partner across multiple levels of the Wealth organization and with other business units to ensure alignment and successful delivery of initiatives.</p><p>• Communications: Develop executive-level communications to convey complex ideas and provide strategic recommendations effectively.</p><h3>The Skills and Expertise You Bring</h3><p>• BA/BS required; MBA or equivalent Main degree preferred</p><p>• 5+ years of experience in strategy, analytics, finance, and/or management consulting</p><p>• 10+ years in a professional environment with a proven impact at executive levels</p><p>• Strong written and verbal communication skills, with the ability to simplify complex topics and develop executive-level materials</p><p>• Proficient in Microsoft PowerPoint and Excel; visual design expertise is a plus</p><p>• Experience in financial services and navigating large organizations to deliver results</p><h3>The Team</h3><p>In Fidelity Wealth, we serve the financial needs of millions of individual investors with a comprehensive range of investment products and services. You will be welcomed into a tight-knit team that steers Wealth’s strategy, competitive analysis, and business operations. Your duties will encompass leading and supporting various projects involving strategy creation, competitive assessment, annual planning, and special tasks assigned by Wealth’s Senior Leadership Team.</p><p>Our mission is to encourage better futures for our clients, associates, and Fidelity itself. We take pride in building strong, lasting relationships with our clients by providing sound investment mentorship and delivering a world-class client experience. Join us and become part of a team that is committed to excellence and innovation in all that we do!</p><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Strategy & Planning

<h3>Job Description:</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </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>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - 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>

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