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<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>The base salary range for this position is $55,000 - $75,000 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>Sales

Fidelity Investments

Financial Consultant - Schaumburg, IL

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Representative - Sugar Land, TX

Financial Representative - Houston, TX (Highland Village)

<h3>Job Description:</h3><p>Are you prepared to embrace a rigorous and top-tier challenge? Serving as a Principal Perimeter Security Engineer at Fidelity Investments, you will be instrumental in safeguarding our perimeter against evolving cyber threats. Your tasks will include analyzing and reverse-engineering malware, formulating detection signatures, and collaborating with cloud teams to secure our AWS infrastructure. Join us in Durham, NC and help make a significant difference in our cybersecurity strategies!</p><ul><li><p>Examining and deconstructing malware samples to comprehend their behavior and repercussions.</p></li><li><p>Crafting detection signatures and devising strategies to counter different cyber threats.</p></li><li><p>Partnering with DevOps and cloud teams to rollout and maintain secure AWS infrastructure.</p></li><li><p>Crafting and maintaining secure and scalable Kubernetes clusters.</p></li><li><p>Integrating and optimizing Web Application Firewall (WAF) solutions to protect web applications.</p></li><li><p>Providing technical mentorship and threat intelligence to incident response and SOC teams.</p></li><li><p>Detailing findings, crafting reports, and contributing to knowledge bases and threat feeds.</p></li></ul><p><strong>The Expertise You Have and The Skills You Bring</strong></p><p>We are searching for a remarkably skilled individual with a verified history in malware engineering and threat detection. Your extensive experience and technical savvy will support us in countering the most sophisticated cyber threats.</p><ul><li><p>Must have at least 5 years of experience in malware engineering, reverse engineering, or threat research.</p></li><li><p>Strong proficiency in AWS services such as EC2, S3, IAM, VPC, and Lambda.</p></li><li><p>Hands-on experience with Kubernetes deployment and management.</p></li><li><p>Familiarity with WAF technologies like AWS WAF, Akamai and Imperva.</p></li><li><p>Solid understanding of networking protocols, operating systems, and exploit techniques.</p></li><li><p>Programming/scripting skills in Python, C/C++, Go, or similar languages.</p></li><li><p>Bachelor’s degree in Computer Science, Cybersecurity, or a related field is preferred. Degree requirements can be waived for candidates with 5+ years of relevant experience.</p></li><li><p>Preferred certifications such as GREM, OSCP, AWS Certified Security, or Kubernetes Administrator.</p></li><li><p>Strong analytical and problem-solving skills, with excellent written and verbal communication abilities.</p></li></ul><p><strong>The Team</strong></p><p>We are the Enterprise Cyber Security - External Defense team, committed to developing a secure and resilient perimeter for Fidelity Investments. Our team closely engages with External Defense Ops team, cloud teams, and incident response units, to deploy and sustain robust security measures. We maintain a steadfast dedication to our clients' safety and the safeguarding of our digital assets. Our team-oriented and inclusive culture promotes continuous learning and ingenuity, establishing us as a pioneer in the cybersecurity industry. Join us as we pursue flawless security solutions and contribute to achieving our mission!</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, Perimeter Security Engineer

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

Planning Consultant - Durham, NC

<h3>Job Description:</h3><h3>Wealth Planner</h3><p>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.</p><p>The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3><p>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.</p><h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3><p>You are helping families grow, manage, and protect their assets by:</p><ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3><p>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.</p>The base salary range for this position is $115,000 - $200,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Wealth Planner, Seattle, WA

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>The Fidelity Private Shares is a trusted partner to high-growth private companies, we are poised for our next phase of expansion and are seeking a dynamic Sales Leader to drive our sales team to new heights. The team supports the innovation economy through a market leading equity administration platform. We offer solutions and capabilities that support private companies, their employees, and community stakeholders during the entire corporate lifecycle. </p><p>The Sales Leader for Fidelity Private Shares will be responsible for leading and scaling our sales organization, including Account Executives (AEs) and Business Development Representatives (BDRs), to drive revenue growth and market penetration. This role will be pivotal in shaping the sales strategy, fostering a high-performance culture, and building strong relationships with private companies seeking best-in-class cap table and equity administration solutions. The ideal candidate is a proven sales leader with a track record of success in B2B SaaS or fintech, a passion for leading teams, and the ability to navigate complex sales cycles with C-suite stakeholders. Primary responsibilities include:</p><ul><li><p><strong>Sales Strategy &amp; Execution:</strong> Develop and implement a comprehensive sales strategy to achieve revenue targets and expand market share in the VC backed private company sector.</p></li><li><p><strong>Team Leadership:</strong> Lead, mentor, and inspire a team of Account Executives and Business Development Representatives, fostering a culture of accountability, collaboration, and continuous improvement.</p></li><li><p><strong>Performance Metrics:</strong> Refine and track KPIs to measure team performance, optimize sales processes, and drive operational efficiency.</p></li><li><p><strong>Pipeline Management:</strong> Oversee the sales pipeline, ensuring consistent lead generation, qualification, and deal closure while maintaining accurate forecasting and reporting.</p></li><li><p><strong>Cross-Functional Collaboration</strong>: Partner with marketing, product, and customer success teams to align go-to-market strategies, enhance product offerings, and ensure a seamless customer experience.</p></li><li><p><strong>Market Expansion:</strong> Identify new market opportunities, refine ideal customer profiles, and drive targeted outreach to high-growth private companies.</p></li><li><p><strong>Industry Expertise</strong>: Stay informed on trends in private company equity management and venture capital space to position Fidelity Private Shares as a thought leader.</p></li></ul><p><strong>The Expertise We’re Looking for and The Skills You Bring</strong> </p><ul><li><p>Bachelor’s degree in business, Finance, or a related field</p></li><li><p>8+ years of B2B sales experience, with at least 3-5 years in a sales leadership role managing AEs and BDRs, preferably in SaaS, fintech, or financial services.</p></li><li><p>Proven Track Record: Demonstrated success in scaling sales teams and driving significant revenue growth in a high-growth environment.</p></li><li><p><strong>Industry Knowledge:</strong> Familiarity with cap table management, equity administration, or related financial services for private companies is a strong plus.</p></li><li><p><strong>Leadership Skills:</strong> Exceptional ability to motivate and develop high-performing teams, with a focus on coaching and professional growth.</p></li><li><p><strong>Strategic Mindset:</strong> Ability to craft and execute sales strategies that align with company goals and adapt to market dynamics.</p></li><li><p><strong>Communication:</strong> Excellent verbal and written communication skills, with the ability to articulate value propositions clearly and persuasively.</p></li><li><p><strong>Analytical Acumen:</strong> Proficiency in CRM tools (e.g., Hubspot), sales forecasting, and data-driven decision-making.</p></li><li><p><strong>Customer-Centric Approach:</strong> Strong relationship-building skills with experience engaging C-level executives in complex sales cycles.</p></li></ul><p><br> </p><p><strong>The Team</strong> </p><h3>Fidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. </h3><h3>We have been a leader in servicing public companies for their equity administration needs for two decades have expanded our offering of first-class services/solutions to service private companies and the start-up ecosystem.</h3>The base salary range for this position is $112,000-$255,000 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>Sales

Vice President of Sales - Fidelity Private Shares

<h3>Job Description:</h3><p><strong>“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with patience, compassion and respect.” Abby Johnson | Chairman &amp; CEO Fidelity Investments</strong></p><p>The Administrative Assistant of Wealth Regional Centers support a leadership team and ensures that communication, Licensing, compliance and other business procedures run efficiently.<br> </p><h3><strong><strong>The Expertise We’re Looking For</strong></strong></h3><ul><li>A bachelor's degree strongly preferred, or, secretarial certificate/ related work experience.</li><li>3+ years of validated experience preferably in a professional financial services environment</li><li>Ability to be proactive and communicate efficiently with all levels<br> </li></ul><h3><strong><strong>The Purpose of Your Role</strong></strong></h3><p>You will deal directly with and provide support to management at all levels of the company and frequently connect with customers and business partners as well. Your excellent communications skills will be constantly put to the test, as will your ability to prioritize multiple tasks simultaneously as you serve as a focal point of a dynamic, fast-paced business environment.</p><h3><strong><strong>The Skills You Bring</strong></strong></h3><ul><li>Polished executive assistant with professional maturity</li><li>Ability to maintain a high level of confidentiality</li><li>Proficiency in Microsoft Office software (Word, Excel, PowerPoint, and Outlook)</li><li>Good writing and grammatical skills (i.e. for generating and editing memos)</li><li>Very diligent and possess strong communication and organizational skills</li><li>Consistent track record to prioritize, react and think quickly</li><li>Self-starter with strong sense of ownership and involvement is critical</li><li>Ability to seek clarification or assistance when needed</li><li>Desire to work as a true partner with Executive and anticipate needs</li><li>Willingness to get involved with the work of the larger team</li><li>You will provide periodic expense report and travel management support for the Managers and Sr leaders.</li><li>You will have the responsibility of office management including maintaining office supplies and acquiring computer/equipment support.</li><li>You will handle calendar management using Microsoft Office scheduling and coordinating meetings.<br> </li></ul><h3><strong><strong>The Value You Deliver</strong></strong></h3><ul><li>Have a high proficiency with Microsoft Office software (Word, Excel, PowerPoint, and Outlook)</li><li>Desire to work on ad hoc projects as required</li><li>Flexible enough to work overtime when needed</li><li>Self-starter with strong sense of ownership and involvement is critical</li><li>Heavy calendar management using Microsoft Outlook</li><li>Scheduling and coordination of meetings</li><li>Creation of reports and high quality presentations using Excel and PowerPoint</li><li>Coordination of domestic travel arrangements and processing expenses</li><li>Assistance with larger group initiatives, including moves, space planning, etc.</li><li>Special projects and other administrative duties as needed</li></ul><h3>Certifications:</h3><h3>Category:</h3>Administration<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 Executive Assistant

<h3>Job Description:</h3><h3>Principal Data Engineer in Workplace Investing </h3><h3><strong>Role </strong></h3><p>Fidelity's Workplace Investing Reporting and Analytics chapter is seeking a Principal Data Engineer to play a key role in improving and maintaining the Workplace Investing data warehouse which supports multiple key client applications including Reporting and Analytics.</p><p>This role is ideal for a developer who not only codes but provides design suggestions and recommendations. Works with technical partners, and assists developers and testers as needed. The role demands significant collaboration with members of various business and technology groups. Our engineering team is innovative, diverse, hardworking, and resolved. We work in a very dynamic agile environment.</p><h3><strong>Expertise in </strong></h3><ul><li>Bachelor’s Degree or equivalent experience in a technology related field (e.g., Computer Science, Engineering) required.</li><li>7+ years of hands-on experience in Data engineering, data warehousing and analytics technologies</li><li>10+ years of experience with Relational Databases in specific Oracle (Exadata preferred)</li><li>8+ years demonstrated experience with PL/SQL and complex queries</li><li>5+ years on Database Performance tuning and techniques</li><li>5+ years of demonstrated ability with ETL tools like Informatica and data movement design patterns</li><li>5+ years of experience with scheduling tools like Autosys or ControlM</li><li>3 + Experience in Shell scripting (K-Shell, Bash)</li><li>Design and development of data loading pipelines into databases to support reporting platforms.</li><li>Demonstrable understanding of data modeling and data structures</li><li>Experience with DevOps, Continuous Integration and Continuous Delivery</li><li>Your ability to collaborate with other technical and business minds across the firm.</li><li>Understanding of Technology Lifecycle management standard methodologies</li><li>Your experience in delivering projects in an Agile environment (Kanban and Scrum)</li><li>Good understanding of financial services specifically in the plan sponsor &amp; administration / Benefits &amp; record keeping area.</li></ul><h3><strong>The Skills You Bring</strong></h3><ul><li>Good technical design and analysis skill</li><li>Ability to deal with ambiguity and work in fast paced environment.</li><li>Superb interpersonal skills, both through written and verbal channels</li><li>Excellent collaboration skills ability to work with multiple teams in the organization.</li><li>Ability to understand and adapt to changing business priorities and technology advancements.</li><li>Solid understanding and technology trends in implementing business applications.</li><li>Phenomenal teammate and versatile</li></ul><h3><strong>Nice to have</strong></h3><ul><li>Solid understanding of Oracle database architecture and internals.</li><li>Experience with Python or/and Java</li><li>Experience with Power BI</li><li>Knowledge of Snowflake or any other DaaS (Data as a Service)</li><li>Experience with business intelligence and analytics tools such as OBIEE, PowerBI or Tableau</li><li>Experience in AWS, Snowflake, Airflow.</li></ul><p><strong>Company Overview </strong></p><p>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 crafting and championing a work environment that attracts the best talent and reflects our dedication to our associates. We are proud of our <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value</strong> our associates for their outstanding perspectives and experiences. For information about working at Fidelity, visit <a href="https://jobs.fidelity.com/?utm_source=fidelitycareers.com&amp;utm_medium=vanity" target="_blank">Fidelitycareers.com</a></p><p>Fidelity Investments is an equal opportunity employer.</p><p><strong>Dynamic Working</strong> <strong>Associates</strong> are expected to be in-person in the office, currently it is one week every other week in a month (bi-weekly) which could potentially change.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Principal Data Engineer

<h3>Job Description:</h3><p><strong>Please Note: We are unable to provide Visa Sponsorship for this role</strong></p><p><strong>The Role</strong></p><p>Fidelity Tax-Exempt Market’s (TEM) Product and Strategy Product Area is seeking an ambitious, client-obsessed team member who has a strong history of strategic planning and portfolio management. An associate who enjoys working collaboratively with others across the enterprise and who can inform decision-making and identify opportunities to deliver against key strategic initiatives critical to the long-term success of the TEM organization.</p><p>The role will require one to:</p><ul><li><p>Build effective business cases against lookahead efforts, inclusive of competitive implications, revenue and expense modeling, and/or understanding of key internal business priorities to identify and develop opportunities.</p></li><li><p>Develop TEM strategies and communicate them effectively to the teams responsible for developing and executing against them, including TEM Senior Leadership and key business stakeholders.</p></li><li><p>Effectively program manage to pull together information across a diverse set of individuals and teams, articulate the full story across multiple streams of work, and influence the prioritization of products/offerings/initiatives to ensure that TEM and its partners are delivering the most impactful work for our business.</p></li><li><p>Be curious and have a passion for the TEM business and its participants (mission-driven individuals in the Healthcare, Higher Education, or other skilled professions and non-profits) and the unique business opportunities they present.</p></li><li><p>Enjoy leading change and have a record of building strong working relationships with interpersonal skills, empathy, adaptability, and emotional intelligence.</p></li><li><p>Be a self-starter who is comfortable operating independently when needed.</p></li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>Ability to be a strategic thought partner, using data and insights to help develop strategies to support senior leadership and business partner decision making.</p></li><li><p>Ability to balance big picture thinking about our market and industry with a get it done, execution-oriented attitude.</p></li><li><p>Keep a pulse on the market (e.g., Healthcare and Higher Education) to maintain knowledge of customer expectations, industry dynamics, and competitive trends.</p></li><li><p>Synthesize complex data from multiple, disparate sources and present analyses, relevant insights, and themes in a simple/clear way.</p></li><li><p>Oversee complex programs by tracking the status, dependencies, priority, and progress of that work, escalating items where necessary to leadership.</p></li><li><p>Ability to build credibility and trust with partners and stakeholders across the enterprise and influence without authority.</p></li><li><p>Excellent written &amp; oral communication skills and organizational skills</p></li></ul><p><strong>Knowledge/Industry Experience</strong></p><ul><li><p>Bachelor’s degree or equivalent with 10+ years functional experience, with focus on business strategy and/or program management.</p></li></ul><p><strong>The Team</strong></p><p>The TEM Product Area sits within the broader TEM organization and is a collaborative and dedicated team of passionate learners. This diverse group of business strategists, product specialists, and technologists is focused on exploring opportunities for Fidelity’s Tax-Exempt Market with senior-level visibility and support.</p><ul><li><p>TEM provides retirement plan services to plan sponsors and their employees at not-for-profit organizations (e.g., healthcare systems, colleges &amp; universities).</p></li><li><p>Our dedicated business unit includes client-facing associates (e.g., Relationship Managers, Communications Consultants, Financial Planners), strategy &amp; analytics teams, and product developers.</p></li><li><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></li><li><p>Note: If you are a FINRA registered internal employee who is considering moving to a non-licensed role, you may want to proactively have a conversation with the hiring manger to understand the potential impact to your registrations before a final hiring decision is made.</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Business Strategy<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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