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

Fidelity Investments

Planning Consultant - Rockville, MD

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

Investment Consultant - Dayton, OH

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Are you passionate about shaping, leading, and inspiring change? Do you excel at strategic problem solving and eager to collaborate with technology partners across Fidelity? If so, we invite you to join our team and help lead Fidelity into the future in driving strategic, complex efforts. </p><p>We are looking for a Director, Functional Program Lead who will drive the strategy and execution of large complex initiatives, working closely with a team of multi-disciplinary and dedicated team members, fostering collaboration across Fidelity to ensure timely delivery and successful outcomes.</p><p>This role requires significant coordination and collaboration across Fidelity Technology.. </p><p><strong>This role will be responsible for: </strong></p><ul><li>Large, complex program management and workstream delivery</li><li>Developing and driving the program’s execution strategy and will be accountable for facilitating effective planning</li><li>Working with leaders to facilitate scope of work and prioritization </li><li>Developing program roadmaps and coordinate release plans</li><li>Managing dependencies, risks, and impediments for the workstream and escalating when needed</li><li>Facilitating both strategic and tactical discussions with the product teams and delivery teams to achieve a common objective</li><li>Collaborating across multiple level of the organization</li></ul><ul><li>Creating executive level communication for internal updates, effectively communicating complex ideas and provide recommendations when needed</li><li>Continuously looking for ways to improve the way the program is performing</li><li>Manage the timeline and budget</li></ul><p><strong>The Value You Deliver </strong></p><ul><li>Strategic leadership and execution across all levels of Fidelity Technology, including Technology leadership.</li><li>An influencer who can articulate a point of view in a compelling and succinct manner, to drive decision making through concise recommendations.</li><li>Ability to communicate complex ideas effectively – influencing leadership through relationship building and data-driven models.</li><li>Partner across Fidelity Technology to understand unique business needs and help develop collaborative solutions to support portfolio management needs</li><li>Participate in various working teams and strategic projects designed to increase the effectiveness of our portfolio management practices</li><li>Champion technology engagement for all levels of the organization to ensure all voices are represented</li><li>Ability to think strategically, analyzing multiple data points and trends to develop hypotheses on cause / effect and recommended action plans </li></ul><p><strong>The Expertise and Skills You Bring: </strong></p><ul><li>Bachelor’s degree</li><li>5-8 years in consulting or program management roles, knowledge of program management frameworks, tools, and methodologies.</li><li>Consultant background preferred: The position requires significant management consulting, strategy, or similar experience with at least one year in the project manager role, preferably with a large consulting firm or in a strategy group.</li><li>Leadership: Proven experiences leading teams or driving large, sophisticated programs for a sizable organization.</li><li>Communication: Strong executive presence and storytelling skills. You can work across multiple organizations and consolidate information into an engaging, cohesive story and experience.</li><li>Analysis: You can lead a team through a complex strategic, analytical, and problem-solving process with the ability to identify and articulate connections across separate, but related concepts.</li><li>Effective influence: Using your diplomacy skills, you can build consensus and stakeholder advocacy to influence positive outcomes on behalf of your team, Fidelity Technology, and enterprise priorities. You have a proven track record of collaborating to build consensus across multiple levels of the organization. </li><li>Collaborative: An outstanding partner, you excel at establishing and building relationships through collaboration and a mutual commitment to success.</li><li>Technically Savvy: You are comfortable in engaging with the technical community to develop the right solutions to meet our portfolio management needs.</li><li>Flexibility: Adaptable to changing needs and shifting priorities.<br></li></ul><p><strong>The Team</strong></p><p>Fidelity Technology Strategy &amp; Planning’s mission is to provide consistent, strategic, and transparent technology management that enables Fidelity Technology to create the platforms and capabilities that deliver value to our customers, clients and associates.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Functional Program Lead

<h3>Job Description:</h3><p><strong>About the Role:</strong></p><p>We are seeking a highly skilled and innovative <strong>AI Solutions Engineer</strong> to join our team and lead the development of intelligent, scalable, and cloud-native AI solutions. This role is ideal for someone passionate about <strong>open-source AI</strong>, <strong>LLMs</strong>, and <strong>modernizing legacy systems</strong> using cutting-edge technologies. You will work on advanced search, NLP, and autonomous AI agents, while also driving <strong>proof-of-concepts (POCs)</strong> and <strong>demos</strong> that showcase the power of AI in real-world enterprise applications.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Design and implement <strong>semantic search and retrieval systems</strong> to enhance chatbot, virtual assistant and Q&amp;A capabilities.</li><li>Build and optimize <strong>NLP pipelines</strong> for document extraction, entity recognition, and contextual understanding.</li><li>Develop <strong>POCs and demo applications</strong> using <strong>open-source AI/ML libraries</strong> to:<ul><li>Analyze and modernize legacy code (e.g., COBOL to Python/Java).</li><li>Demonstrate autonomous AI agents capable of handling bug fixes and feature development.</li></ul></li><li>Leverage <strong>AWS (SageMaker, Bedrock, OpenSearch)</strong> and <strong>Azure (OpenAI, Cognitive Services)</strong> to deploy scalable, production-grade AI solutions.</li><li>Drive <strong>end-to-end AI development</strong>, including:<ul><li>Model training and fine-tuning</li><li>Evaluation and benchmarking</li><li>Deployment and monitoring</li><li>Observability, feedback loops, and retraining</li></ul></li><li>Stay current with the latest in <strong>open-source AI ecosystems</strong>, and evaluate tools for integration into internal platforms.</li></ul><p><strong>Must-Have Skills:</strong></p><ul><li>Strong programming skills in <strong>Python</strong> and familiarity with <strong>Java</strong> or other modern languages.</li><li>Hands-on experience with <strong>LLMs</strong> (e.g., OpenAI, Hugging Face Transformers, Mistral, LLaMA).</li><li>Deep understanding of <strong>NLP techniques</strong> including named entity recognition, text classification, and semantic search.</li><li>Proficiency in <strong>open-source AI tools</strong> (e.g., LangChain, Haystack, RAG frameworks, vector DBs like FAISS, Weaviate, or Pinecone).</li><li>Proven experience deploying AI applications using <strong>AWS</strong> (SageMaker, Bedrock, OpenSearch, Textract) and <strong>Azure</strong> (OpenAI, Cognitive Services).</li><li>Solid understanding of <strong>end-to-end AI lifecycle</strong>, including monitoring, observability, evaluation, and retraining.</li><li>Experience with <strong>at least 1–2 real-world AI deployments</strong> in production environments.</li></ul><p><strong>Nice-to-Have Skills:</strong></p><ul><li>Experience with <strong>agentic AI systems</strong> (e.g., Langgraph, SWE-agent, AutoGPT, Code Interpreter agents).</li><li>Familiarity with <strong>legacy code analysis</strong> and automated code transformation tools.</li><li>Background in <strong>document AI</strong>, OCR, and intelligent document processing.</li><li>Experience with <strong>MLOps</strong>, CI/CD pipelines, and model versioning.</li><li>Contributions to open-source AI projects or research publications.</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Work on high-impact AI initiatives that shape the future of enterprise automation.</li><li>Collaborate with a visionary team at the forefront of AI innovation.</li><li>Opportunity to experiment with the latest in <strong>open-source</strong> and <strong>cloud-native</strong> AI technologies.</li><li>Flexible work environment and strong support for professional growth.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

AI Solutions Engineer

<h3>Job Description:</h3><p><strong>Director, Business Analyst FIA OCI/FIN Record Keeping Platform Team</strong></p><p><strong>The Role</strong></p><p>As a Business Analyst on the FIA OCI/FIN Record Keeping Platform Team within the Core Wealth Platform Product Area, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome. </p><p>In this role, you will focus on the platform health and modernization efforts of the applications and systems supporting the Fidelity Insurance Agency (FIA). Specifically, you will drive initiatives supporting carrier product launches, advisor compensation management and tool integration and maintenance of FIN data.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree with 10+ years of experience</li><li>Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met.</li><li>Proficiency in business acceptance testing, validation exercises, and release management. </li><li>Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements.</li><li>Ability to translates strategic goals and ideas into action quickly, conceptualizing, developing, and delivering strategies that meet customer needs as well as regulatory and compliance need.</li><li>Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results.</li><li>Conducting business acceptance and validation testing and to leading the team through various stages of the release cycle.</li><li>Consistent track record of strategic planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions. </li><li>Proficiency in SQL and ability to write and interpret SQL queries for data analysis and validation.</li><li>Experience with AWS services: Familiarity with S3, Lambda, and Glue, especially in the context of data pipelines and serverless architecture.</li><li>Understanding of SOC 1 and HIPAA compliance with experience working in environments with sensitive financial and healthcare data a plus</li><li>Understanding of API documentation, payloads, and integration workflows.</li><li>Familiarity with data ingestion processes especially loading large, structured text files from external carriers into relational databases a plus.</li><li>Experience designing or refining screen layouts in partnership with developers and collaboration on angular-based web applications.</li><li>Foundational exposure to Snowflake or similar data platforms</li><li>Ability to lead initiatives and take accountability for overall program success.</li><li>Effectively translate business needs into technical requirements for developers and designers.</li><li>Ability to think strategically about the end-to-end process and how platform updates may impact the Team and the business.</li><li>Ability to identify application and system issues, enhancements, and requests by researching platform specifications, conferring with subject matter experts across the Enterprise.</li><li>Proficiency evaluating, and making updates to, procedures and processes with an eye towards operational efficiency.</li><li>Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations. </li><li>Ability to build credibility and trust with diverse partners across retail and workplace and understands how to influence without authority.</li></ul><p><strong>The Team</strong></p><p>You will be a member of the Core Wealth Platform Area. Your primary focus will be supporting the platform health, growth, scale and modernization efforts of the platform, application and systems supporting the Fidelity Insurance Agency (FIA). In this role you will partner with a variety of key stakeholders including other squads withing the Platform Area, Wealth Digital Experience, FIA, and Brokerage partners.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Business Analyst FIA OCI/FIN Record Keeping Platform Team

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Consultant - Ann Arbor, MI

<h3>Job Description:</h3><h3><strong>Senior Full Stack Engineer</strong></h3><p><strong>The Role</strong></p><ul><li><p>Collaborate with business and technology partners to develop solutions and overall strategies that address complex business needs and opportunities</p></li><li><p>Gather business/system requirements, analyze, and document the same.</p></li><li><p>Accountable for successful delivery of robust and high performing software solution features and functions, including design, development, quality assurance and production release</p></li><li><p>You will serve as a leader and mentor to other technologists within the organization.</p></li></ul><p><strong>The Expertise and Skills You Bring </strong> </p><ul><li><p>8+ years of experience in software delivery, with at least 3 years in complex IT projects/initiatives.</p></li><li><p>Bachelor's degree in Information Systems, Computer Science or Business-related field.</p></li><li><p>This position requires strong Dot Net with Java, Spring Boot and Cloud experience.</p></li><li><p>Ability to perform technical analysis of sophisticated applications with expertise of debugging complex Dot Net monolithic applications and able to make enhancements.</p></li><li><p>Experience in Jenkins and CICD pipeline</p></li><li><p>A quick learner and willing to take initiative.</p></li><li><p>Experience in communicating technical needs and capabilities to non-technical team members, product owners, and partners</p></li><li><p>Proven hands on experience running technology initiatives, including planning, execution, and delivery.</p></li></ul><ul><li><p>Ability to successfully deliver mid to large-scale initiatives by empowering and supporting your team and by helping to identify and remove impediments.</p></li><li><p>Collaborative approach to problem solving and your ability to adapt plans based on organizational dynamics and constraints.</p></li><li><p>Can organize and present ideas and information logically and concisely to a variety of audiences, including both technical and non-technical individuals.</p></li></ul><p><strong>The Team</strong></p><p>It’s a 8 member squad working on the Financial Operations area for both legacy and Java based applications on Cloud. </p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Full Stack Engineer (.Net/Java)

<h3>Job Description:</h3><p><strong>The Role</strong><br>The Director of FI Meetings &amp; Events will deliver best in class event experiences for the firm’s associates, clients, and prospects. They will have a natural curiosity about the business strategy and use their skills build and perfectly execute programmatic experiences that support the objectives.<br>The Director will be experienced in the development of broad initiatives, while engaging in project management, including creating and managing budgets, developing timelines and work plans, leading planning meetings and working teams, and partnering with senior leaders on business strategy and status updates. We are looking for a good communicator who keeps colleagues and partners informed. The candidate will be in command of sophisticated event logistics, including, but not limited to sourcing and managing speakers and vendors, and creating dynamic production schedules!<br>The ideal candidate is skilled at producing both in-person and virtual experiences. They are comfortable with digital environments and have a consistent track record of creating high quality events in-person and using various technology platforms.<br> </p><p><strong>The Expertise and Skills You Bring</strong><br>• Bachelor’s degree preferred; at least 10 years of related work experience<br>• Expertise with crafting, planning and executing multi-day, multi-faceted proprietary, internal, and industry events that vary in size and scope<br>• Ability to lead working teams on complex programs – ensuring that all landmarks and deadlines are met<br>• Advanced knowledge of all event planning logistics – including AV and production, F&amp;B and décor, overnight accommodations, attendee outreach, collateral, etc.<br>• Expertise in contract management and negotiation – working with a diverse set of vendors <br>• Strong verbal and written communication skills, with a comfort interacting with firm senior executives as well as other notable industry leaders<br>• Outstanding organizational skills<br>• Willingness to apply creative and critical thinking to routine and new events</p><p>• Experience with Zoom Meeting and Zoom Video Webinar<br>• Experience with event registration systems and event mobile app platforms (Cvent, CrowdCompass preferred).<br>• Proficiency in Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word)<br>• Work under tight deadlines and prioritize responsibilities<br>• Work independently under own direction and initiative<br>• Travel within the U.S. and work flexible and/or fluctuating work hours<br>• Demonstrate outstanding time management and organizational skills with a proven record of success in planning, managing, and completing multiple events simultaneously.<br>• Experience managing mid to large-size budgets, possess sophisticated knowledge of contractual language pertaining to meetings and events, and have significant experience negotiating with vendors.<br>• You demonstrate knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment and you have the ability to adapt as needed.<br>• You communicate clearly and concisely, both, orally and in writing and you possess strong critical thinking and active listening skills.<br>• Serving as an event project manager, creating timelines, coordinating planning meetings, leading working teams, collaborating with business partners (ie. sales, relationship management, product, marketing) to drive toward deliverables, and keeping partners informed.<br>• Collaborating with senior management and colleagues regarding event strategy, objectives and program goals; making recommendations to achieve maximum impact for minimal spend.<br>• Collaborating with the marketing, communications and product groups to ensure appropriateness of branding, including presentation content.<br>• Crafting engaging relevant event experiences that resonate with attending audiences and achieve key business objectives for internal and external audiences, including new and existing clients.<br>• Playing an integral role in all agenda content development and work with speakers on all logistical items.<br>• Developing success measures and evaluate all major events against objectives, recommending areas for improvement.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>The dynamic Meetings and Events team collaborate with business partners on the planning, budgeting, and design of all internal and client events. The team manages over 1000 events a year with a focus on creating seamless and memorable experiences that support business and firm-wide objectives.</p><h3>Certifications:</h3><h3>Category:</h3>Event Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Meetings and Events

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><h3>Are you ambitious and excited to make a significant impact in an ever-changing regulatory and operations environment? Join us as an<strong> Associate Analyst </strong>in the <strong>Shareholder Reporting</strong> organization at Fidelity Investments! In this role, you will use your analytical skills and attention to detail to ensure the accuracy and completeness of your assigned documents and filings. You will be part of a dynamic team that is committed to standardizing processes, configuring workflows, and exploring innovative product solutions to drive operational excellence.</h3><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><h3>1 - 3 years of financial services experience with a Bachelor’s degree or equivalent experience and prior regulatory and/or financial reporting experience preferred</h3></li><li><h3>General knowledge of investments, accounting, the mutual fund industry, and regulations</h3></li><li><h3>An assertive, independent self-starter who can work without close supervision on multiple concurrent projects</h3></li><li><h3>Outstanding collaboration skills across various service lines and business partners and within the team</h3></li><li><h3>Strong analytical abilities to understand complex requirements and translate them into practical applications</h3></li><li><h3>Ability to identify, develop and present process improvement initiatives within financial reporting workflows</h3></li><li><h3>Proficiency in Microsoft Office applications and strong computer skills</h3></li><li><h3>Excellent verbal and written communication skills</h3></li><li><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p></li></ul><h3><strong>The Team</strong></h3><h3>In Shareholder Reporting, we’re on a mission to deliver SMART, SIMPLE and SCALABLE shareholder reporting solutions while cultivating our talent. Our team is part of the Fidelity Fund and Investment Operations (FFIO) organization. In fact, we’re the largest service line within FFIO and are responsible for producing and distributing financial statements, prospectuses, and other fund and legal documents to our customers and filing them with the SEC. Doing this in the smartest and most effective way is more important than ever as we are in the midst of implementing Fidelity’s new and alternative investment products, new and changing regulations, and a brand new technology platform that will transform the way we work. Lots of opportunity to develop key knowledge, experience and capabilities that will continue to contribute to Fidelity’s current and future success!</h3><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Associate Analyst III, Shareholder Reporting

<h3>Job Description:</h3><p><strong>Director, Strategy &amp; Planning</strong></p><p><strong>The Role</strong></p><p>As Director, Strategy &amp; Planning within Brokerage Technology, you blend deep expertise in business management routines and practices, associate engagement, messaging, content creation and leadership insights. You have a passion for meeting people and teams where they are to ensure consistent engagement across all levels of the organization. In this role, you will partner with the Brokerage Technology Leadership to plan and deliver strategies to drive awareness of Brokerage’s Technology mission and strategic objectives. You will collaborate across Fidelity Brokerage, with other Fidelity business units, and the Enterprise teams to ensure a comprehensive experience and clarity of purpose for associates and external partners.</p><p><strong>The Expertise &amp; Skills You Bring </strong></p><ul><li>A bachelor’s degree or equivalent with 8+ years of experience, planning and leading executive messaging, activities and events that engage teams and deliver results.</li><li>Ability to drive strategic technology portfolio communications and executive messaging supporting the technology strategy. This will include developing content for technology leadership forums and meetings, quarterly technology and business reviews and incorporating graphic design work to elevate key messaging and branding.</li><li>Ability to design and implement Fidelity Technology Brokerage Strategic Workforce Plan aligned with business objectives.</li><li>Collaborate on providing portfolio status and health reporting on strategic efforts and major deliverables; review domain updates to drive transparency into planned and in-flight work across Brokerage Technology, with explicit alignment to strategic objectives.</li><li>Experience crafting and telling Brokerage Technology digital stories using visual assets tailored to a broad range of audiences and to service multiple business needs.</li><li>Experience using multiple mediums to create consistent messaging, including use of digital platforms like SharePoint, Viva Engage, Teams, etc.</li><li>Ability to make confident decisions based on a wide set of inputs while adjusting as new information becomes available.</li><li>Knowledge of Agile structures, principles, and ways of working.</li><li>You are a sound decision-maker and use data to drive decision-making and embed data gathering in the work you do to measure progress and inform future activities.</li><li>You are a strategic problem solver able to meet day-to-day engagement needs while also creating long-term objectives and the plans to meet and measure those objectives.</li><li>You are intellectually curious and actively seek other perspectives and opinions to better inform next steps.</li><li>You are collaborative and relationship-oriented, with the ability to lead others, think creatively, and engage other teams as needed across Brokerage Technology, Fidelity Brokerage and across Fidelity.</li><li>You are a passionate storyteller able to create simple, effective, and consistent messaging and apply the best digital channel to deliver our Technology messaging.</li><li>You are enthusiastic and creative about planning events to engage associates.</li><li>You create the necessary touchpoints to ensure activities align to associate and organization needs, while simultaneously working independently to achieve goals.</li><li>You build awareness and appreciation for Brokerage Technology journey while modelling Agile behaviors and principles.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team </strong></p><p>Fidelity Brokerage, a division of Fidelity Investments, is dedicated to optimizing, modernizing, and personalizing the self-directed customer experience. The business is focused on providing an industry-leading offering to meet our retail customers’ evolving needs, including our trading capabilities, digital assets, digital user experience and client service teams. Brokerage Technology is an integral partner in setting Fidelity Brokerage strategic direction and has shared accountability for achieving Fidelity Brokerage goals. Within Brokerage Technology, the Strategy, Planning and Delivery Enablement team designs, implements, and innovates technology and business management practices, delivery enablement, associate engagement and executive leadership insights that promote cross-domain alignment, transparency, and scale. It also serves as the central planning and strategy group for 1500 technology associates globally. Our success is dependent on collaboration and partnership across Brokerage Technology, Fidelity Brokerage and with our partners across the enterprise.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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