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

Fidelity Investments

Director, Quantitative Data Operations

<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><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>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</p></li><li><p>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</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>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!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></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 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>

Investment Consultant - Cincinnati, OH

<h3>Job Description:</h3><h3><strong>The Role </strong></h3><p>The <strong>Sr. Alternative Investments Investor Operations Analyst</strong> will be responsible for ensuring the Alternative Investment Investor Relations team successfully executes its support strategy on behalf of assigned funds, aiding the team to evolve our capabilities to address new product types and mitigate operational risks, and helping drive improvements to our investor’s private fund experience.</p><p><strong>The Expertise and Skill you Bring: </strong></p><ul><li>Bachelor’s or equivalent</li><li>Private fund experience required; Exchange Fund experience preferred, but not required</li><li>5+ years of experience in fund operations, ideally in a client onboarding and servicing capacity</li><li>Strong understanding of asset management middle office/back-office functions, particularly cash and security settlements</li><li>Experience with private fund administration and/or transfer agent applications desirable. Knowledge and an understanding of FinTech private fund platforms a plus</li><li>Analytical, possessing superior research and problem-solving skills; ability to explain and resolve complex processes.</li><li>Self-starter, individual contributor</li><li>You adopt an Agile way of work through continuous improvement, learning and sharing with a focus on the associate and client experience</li><li>Ability to maintain effective and mutually beneficial working relationships with internal and external counterparts</li><li>Demonstrates ownership and follows through to timely completion; makes decisions in the best interest of the business.</li></ul><p><strong>The Value You Deliver </strong></p><ul><li>Crafting/maintaining procedures for associates and participate in cross training to ensure team is aware and implements any new processes or changes to a process</li><li>Demonstrating solid attention to detail, ability to evaluate problems and exhibit a methodical approach to solutions</li><li>Embracing an open-minded outlook and adapting to change</li><li>Responding to operational issues timely and effectively, while identifying ways to gain efficiencies in the process</li><li>Refining, improving, and driving the service business plan strategy for long-term sustainability, based off data trends from past fund operational events.</li></ul><p><strong>The Team</strong></p><p>On behalf of the Operations &amp; Services Group (OSG), the Alternative Investments Investor Relations (AIIR) team supports an array of proprietary Fidelity private fund offerings spanning the private equity, private credit and private real asset categories. AIIR facilitates the onboarding of investors, assists with managing investor transactions, supports investor communications, and responds to operational inquiries and service requests.</p>The base salary range for this position is $66,000-$104,000 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>Business Analysis

Sr. Alternative Investments Investor Operations Analyst

<h3>Job Description:</h3><p><strong>IT Audit Senior Manager – Global Financial Controls Center of Excellence</strong></p><p><strong>The Role:</strong></p><p><strong>Are you ready to make an impact? </strong>If you are passionate about developing talent, cultivating meaningful relationships, partnering with senior leaders, storytelling, and strengthening our financial controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.</p><p>The GFC IT Senior Manager is a high visibility leadership role that delivers significant value to the business. You will lead multiple engagement teams to assess key risks and controls supporting Fidelity’s financial controls environment through integrated complex audits and advisory reviews over select strategic initiatives. Specifically, this role will be key in supporting modernization initiatives, including emerging technologies and system implementations, launch of new products and services to ensure a strong controls environment. This role will report to the Head of the Global Financial Controls CoE.</p><p>The<strong> Expertise</strong> and <strong>Skills</strong> You Bring</p><p>Play an integral role as part of GFC’s senior leadership team and through your advanced understanding of IT governance frameworks, Internal Controls over Financial Reporting, and Accounting concepts/standards. Lead and coach associates, including other people managers, to their full potential. Enhance organizational maturity, introduce best practices and develop meaningful relationships with senior stakeholders.</p><ul><li>Bachelor’s Degree or above in relevant fields (e.g., Information Technology, Accounting, Finance)</li><li>10+ years of experience leading and executing IT audits, IT SOX (ITGC, ITACs, &amp; IPEs) and consulting engagements leveraging relevant IT governance frameworks (e.g., COBIT, NIST CSF, ISO 27001/2)</li><li>Professional certification CISA or CISSP highly desired. Other relevant certifications CPA, CA, or CIA</li><li>Proven ability to design, assess, and implement financial controls during large-scale ERP or financial system rollouts</li><li>Skilled in identifying implementation-related risks (e.g., data migration, system configuration, user access)</li><li>Experience developing risk mitigation strategies and embedding controls into project plans</li><li>Experience with automation, control digitization, and leveraging analytics to monitor control effectiveness</li><li>Experience leveraging AI/ML for continuous control monitoring, anomaly detection, and fraud prevention</li><li>Strong interest in upskilling and coaching non-IT auditors to effectively assess ITACs and IPEs</li><li>Familiarity with financial statement audits, ICFR, and collaborating with financial auditors on integrated audits</li><li>Blend of Public Accounting and Internal Audit experience highly desirable</li><li>Familiarity and proven track record of driving change within complex / matrixed corporate environments</li><li>Exceptional leadership and master relationship builder with proven influencing and people management skills</li><li>Excellent verbal and written communication skills to present and lead conversations with senior management</li><li>Strong project management skills, ability to manage competing priorities and workload</li><li>Financial services industry experience desirable</li></ul><p>The <strong>Team</strong></p><p>The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth &amp; Retail Brokerage, Fund and Brokerage Operations &amp; Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites, and advisory reviews over strategic initiatives.</p><p><strong>Company Overview</strong></p><p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. </p><p><strong>Join Us</strong></p><p>At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. </p><p><a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> 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 all business days of every other week in a Fidelity office. </p><p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. </p><p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. </p><p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. </p><p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>. </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>Audit

Senior Manager, Global Financial Controls CoE

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>In this role, candidate will be part of the squad that will be working on FundsNetwork Analytics and Insights team. </p><p>The ideal candidate in this role will: </p><ul><li><p>Develop, optimize and maintain scalable Python-based data-driven solutions and automation workflows that deliver insights and empower decision making </p></li></ul><ul><li><p>Write high quality, reusable and efficient code in Python and SQL </p></li></ul><ul><li><p>Integrate large and complex datasets from multiple data sources into Python workflows </p></li></ul><ul><li><p>Utilize software engineering principles to automate (previously manually generated) analytics and reports, develop new ones, and monitor and maintain workflows to ensure accuracy and reliability </p></li></ul><ul><li><p>Ingest, clean and prepare data to perform extensive exploratory data analysis </p></li></ul><ul><li><p>Create custom visualizations (in Python) to provide advanced analytical insights to clients </p></li></ul><ul><li><p>Contribute to the validation and selection of appropriate summary statistics to describe complex data sets and generate actionable insights </p></li></ul><ul><li><p>Collaborate with multiple stakeholders (data engineers, developers, analysts and scientists) along the analytics development lifecycle to deliver high quality product(s) </p></li></ul><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>Education: BS/MS in Software Engineering, Computer Science, Advanced Analytics, Data Science, or a related field </p></li></ul><ul><li><p>Problem Solving and Analytical Skills: Strong problem-solving skills, mathematical thinking and analytic skills working with both structured and unstructured datasets </p></li></ul><ul><li><p>Experience: 3-5 years of strong software (Python and SQL) development experience with a desire to work on a fast-paced development team </p></li></ul><ul><li><p>Programming/Software Development: Proven experience developing with object-oriented/object function scripting languages like Python, with good knowledge of version control systems like Git </p></li></ul><ul><li><p>Data Analysis: Experience in performing explorative data analysis on internal and external data and processes to answer specific business questions and identify opportunities for improvement. Hands-on with python libraries like pandas, numpy and scipy </p></li></ul><ul><li><p>Data Visualization: Comfortable working with data visualization libraries like matplotlib, seaborn and plotly </p></li></ul><ul><li><p>Proficiency in SQL/Databases: Strong SQL knowledge and experience in data querying, manipulation, filtering and optimization. Experience with different kinds of databases </p></li></ul><ul><li><p>Distributed Computing: Basic understanding of distributed computing principles and working knowledge of big data tools such as Spark, Hadoop, Kafka, Hive, Impala, and Snowflake preferred </p></li></ul><ul><li><p>Cloud Computing: Basic knowledge of cloud computing concepts (AWS) and of deploying and managing applications in the cloud </p></li></ul><p><strong>The Team</strong> </p><p>The FundsNetwork Analytics and Insights team exists to provide our third-party asset manager clients with distribution business intelligence to support the growth of their business. In addition to completing custom consulting projects for the some of the largest asset managers in the industry, our team shares on-platform sales trends through quarterly publications and webinars and supports the data needs for our internal FundsNetwork partners. </p><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><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Software Engineer

<h3>Job Description:</h3><p><strong>Please Note: We are unable to provide visa sponsorship for this role</strong></p><p>Bring your passion for crafting outstanding customer experiences, using data to drive decisions, and collaborating across Fidelity Wealth, Brokerage, and Workplace Investing businesses. As a member of the Business Enablement chapter embedded in a Lifetime Engagement delivery squad, the Business Analyst will collaborate across Retail and Workplace businesses to help test, define, and deliver engaging experiences. Join a dedicated, high-energy team who is defining the future of how Fidelity becomes our customers’ primary financial partner!<br> </p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Bachelor’s degree with 5+ years of digital product development experience, ideally in financial services.<br> </li><li>Familiarity with business analysis methodologies, including data analysis, use case development, story writing, business acceptance testing and product documentation.<br> </li><li>Making decisions with data: experience framing critical business questions that can be answered by using data insights. Use those insights to prioritize opportunities and achieve business results.<br> </li><li>Ability to actively participate in technical discussions with developers, help make technical trade-off decisions, and set criteria for minimum viable product (MVP).</li></ul><ul><li>Participating in business acceptance testing to ensure that the solutions meet the defined requirements. Collaborate with developers to address any issues before deployment.<br> </li><li>Support squad in releasing new products to market, including scaled delivery techniques, A/B testing and preparing builds for post launch measurement and analysis.<br> </li><li>Analyzing customer data and feedback to gauge the effectiveness of solutions and identify areas for improvement as part of continuous feedback loop. Familiarity with snowflake and/or Adobe Analytics a plus.<br> </li><li>Experience collaborating with legal, risk and compliance partners to gain approvals for commercial release of products and experiences.</li><li>Communicating with impact and clarity, both in your written, graphical, and verbal delivery.<br> </li><li>Excelling in a fast-paced, customer-centric environment with a 'getting it done,' mindset.<br> </li><li>Building positive relationships with partners and having the ability to influence and inspire colleagues across the organization without formal authority.<br> </li><li>Practicing Agile in squad-based setting including experience with Agile routines, such as daily scrum, retros, and backlog management tools, such as Jira.<br> </li><li>Applying your proficiency with Microsoft Word, Excel and PowerPoint, Tridion/SDL and eReview to advance the squad’s work.</li></ul><p><strong>The Team</strong></p><p>The Lifetime Engagement Delivery squads partner with key stakeholders across Fidelity to define the strategy, tactics and technology required to deliver best-in-class customer experiences. The squads are passionate about becoming our customers’ primary financial partner by delivering integrated experiences, content and solutions that are personalized and relevant in the context of their financial lives. You’ll work across both digital and live distribution channels and workplace and retail businesses to deliver on this focus. Additionally, as a member of the Business Enablement chapter, you’ll receive ongoing skill and career coaching to help you grow personally and professionally.</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 Analyst, Lifetime Engagement

<h3>Job Description:</h3><p><strong>Job Description</strong></p><p><em>There are currently multiple open positions at the User Experience Designer level.</em></p><p><strong>The Role</strong></p><p>Fidelity Investments is looking for a User Experience Designer who is passionate about their craft and making investing approachable for all audiences. We are redefining the financial services industry by putting the customer first. It’s a fast-paced environment where decisions are data-focused, collaborative, and iterative. The organization deeply values design. </p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>2-5 years of UX or related experience is preferred </li><li>Experience working on agile teams delivering value in digital products preferred </li><li>An array of design skills, which might include information architecture, prototyping, and familiarity with Design Thinking </li><li>Ability to design applications including responsive web and native mobile </li><li>Effective communication with business and technology partners</li><li>Familiarity with the value of design systems</li><li>Distilling qualitative and quantitative feedback to unearth recurring themes and promote data-driven design decisions </li><li>An unwavering curiosity to ask why </li><li>Design brings you happiness </li><li>Contribute to the culture of the UXD group </li><li>A digital portfolio is required </li><li>A degree or certificate in a related field such as interactive design, architecture, industrial design, graphic design, or human factors is preferred</li></ul><p><strong>UX Designers typically:</strong></p><ul><li>Manage the definition of the design work and deliver business outcomes across multiple product teams, with some guidance and coaching</li><li>Have an opportunity to work with accomplished, experienced designers across Fidelity and build your skillset as you go</li><li>Partner with user research to understand customer problems to tackle</li><li>Partner with the product owner to help inform product strategy</li><li>Work across the organization to drive consistent customer experiences</li><li>Contribute to the culture of the Digital Workplace Experience Chapter Area (user research &amp; UXD)</li></ul><p><strong>The Team</strong></p><p>This role supports Fidelity Brokerage, a group that helps a wide array of customers with services like wealth management, retirement planning, brokerage services, workplace plan administration, college savings, and financial planning and engagement programs. This role also supports Fidelity’s User Experience Design team, a group that delivers simple and accessible digital experiences to its customers.</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>

User Experience Designer

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

Planning Consultant - San Francisco, CA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The role is ideal for someone with an enterprise development background, with a strong technology, coding and data skills, looking to operate in a less constrained environment, as part of an accelerated development team.</p><p>The role is ideal for a skilled technical leader with strong design, teamwork and influencing skills. Ideally the candidate is a full stack, but this role will be primarily focused on processing and generating Analytics from structured and unstructured datasets with the ability of parallel processing potentially in the cloud. The ideal candidate will quickly adapt to new technologies and a go-getter, with quantitative concepts and data. Willing to be in the on-call rotation.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s or Master’s Degree in a technology related field (e.g. Engineering, Computer Science, etc.) required.</p></li><li><p>Strong Experience with object orientated programming, with projects completed using many of the following technologies including Python, RDBMS, and AWS</p></li><li><p>Strong Experience in Python especially in processing huge volumes of data</p></li><li><p>Knowledge of Cloud computing concepts (AWS) and using CI/CD tools</p></li><li><p>Experience in Building Angular / React SPA applications</p></li><li><p>7+ years of enterprise development and a desire to work on a fast-paced development team.</p></li><li><p>Oracle / Snowflake experience is a plus</p></li><li><p>Experience of balancing multiple tracks concurrently is a must</p></li><li><p>Experience in planning, designing, leading, and executing technical solutions and improvements.</p></li><li><p>Strong problem-solving and troubleshooting skills with on call responsibilities.</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>You have a track record of engineering experience by processing large datasets and building scalable applications and Rapid Prototyping</p></li><li><p>You have a background with enterprise development and a consistent record rapidly bring projects from inception to delivery in ambitious timeframes. Using Python and RDBMS, SQL, PL/SQL</p></li><li><p>You have solid experience in Object Oriented Programming in Python or Java or C#</p></li><li><p>You have strong experience in processing large volumes of data</p></li><li><p>You have experience in Angular / React and building SPA applications</p></li><li><p>You have solid experience in developing custom Data Pipelines to extract data, map data, transform data, and to load data in various data stores like RDBMS, Oracle, S3, PL/SQL, and / or shared drives.</p></li><li><p>You have solid experience in Python and libraries such as Pandas / Numpy, etc. or Spark</p></li><li><p>You are familiar with extracting data from REST APIs</p></li><li><p>Your demonstrable experience developing scripting in Linux and Windows</p></li><li><p>Experience with migrating applications to AWS (Cloud) will be an added advantage.</p></li></ul><p><strong>The Team</strong></p><p>The Advanced Strategies &amp; Research Technology Team in Fidelity’s Asset Management organization is an embedded team passionate about unlocking the potential of new technologies, techniques and datasets, to assist our Investment Professionals in generating alpha for our investment products and customers. The team is comprised of a diverse set of technology professionals including application developers, database engineers, data scientists and tool prototypes with quantitative backgrounds who work collectively with our business partners to take ideas from a whiteboard, through prototypes that garner feedback to be rapidly deployed to our users, all the way through to integration with enterprise applications both on prem and on the cloud.</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>

Principal, Full Stack Engineer-Python & SQL

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for an Accounting Associate in Smithfield, RI!<br> <br> **Please note this is a part time (20 hrs/week) role for slated 4-5 months <h3>Please see the below pay rate range for the work location of Rhode Island only: <strong>$26.00 per hour.</strong><br> <em>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</em><br> <br> <strong>The Role</strong></h3> In this position, you will assist FILI’s Accounting Department with meeting its yearend regulatory filings and back office obligations for fiscal year 2025. These are highly visible and critical projects due to licensing and compliance requirements. <h3><strong>The Expertise and Skills You Bring</strong></h3> <ul> <li>High School or equivalent plus current pursuit of a Bachelor’s degree (preferably in Accounting)</li> <li>Familiarity with computer spreadsheets (Excel is recommended)</li> <li>Strong research, communication and organizational skills</li> <li>Proven attention to detail</li> <li>Self-starter with excellent interpersonal as well as verbal and written communication skills</li> <li>Great teammate and individual contributor</li> <li>Strong computer skills (Excel, Word, Internet, etc.)</li> </ul> <h3><strong>Responsibilities of this role include:</strong></h3> <ul> <li>Reviewing and documenting year end filings policies and procedures for all 50 states</li> <li>Assisting in the preparation of state annual filings (including input of financial information into Sovo’s Wings reporting package), respond to inquiries received by various state and regulatory agencies and maintain state correspondence database</li> <li>Preparing state specific forms, preparing and posting journal entries</li> <li>Researching expense account fluctuations in account balances and determine if adjustments are required</li> <li>Assisting in providing schedules and other analysis for external audits</li> <li>Review statement changes made by Shareholder Publishing group to ensure accuracy</li> <li>Confirm prior year data accuracy</li> <li>Use of financial software systems (SmartView/Oracle) to refresh reports and ensure data accuracy</li> <li>Participate in other projects as assigned.</li> </ul> <h3><strong>The Team</strong></h3> One of the many responsibilities of the Accounting Department at Fidelity Investments Life Insurance Company (FILI) is to provide financial results under Generally Accepted Accounting Principles (GAAP) and Statutory Accounting Principles (SAP) guidelines to both internal and external customers. In order to comply with our external customers (i.e. state insurance departments, rating agencies, auditors, etc.) regulatory requirements, Accounting files statutory financial packages annually in all 50 states for licensing and compliance. <h3><strong>Dynamic Working</strong></h3> 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. <strong>Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.</strong> <h3><strong>Company Overview</strong></h3> Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource.<br> For information about working at Fidelity TalentSource, visit FTSJobs.com.<br> Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation. <h3><strong>Information about Fidelity Investments</strong></h3> At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and championing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.<br> <br> Fidelity Investments and Fidelity TalentSource are equal opportunity employers

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