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Are you interested in serving the needs of millions of customers at Fidelity's Workplace Investing, by building the best-in-class digital experience that helps them in financial planning, investing, and retirement solutions? As a Business Analyst in Fidelity’s Workplace Investing Customer Solutions Chapter[Squad name, Product area], you will be a member of an Agile squad responsible for crafting an engaging experience for our clients. Day to day, you will work closely with a team of cross functional and dedicated squad members (product, technology, legal, compliance &amp; risk partners) responsible for delivering specific business goals. In this role, you will work with your squad to provide effective product partnership through communication, risk mitigation, quality assurance, effective delivery and positive relationship building. As a Business Analyst, you must be a highly motivated self-starter with a sense of ownership, attention to detail, and be an effective liaison between stakeholders and your team. The Expertise and Skills You Bring · Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements · Experience with workflow design, data analysis, data visualization, and impact analysis · Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Mural or similar Agile backlog management tools (training is available) · Define epics, user stories, acceptance criteria, facilitate story refinement sessions, and demo sprint deliverables · Participate and/or facilitate the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives · Perform end to end Business Acceptance Testing and ensure the traceability of test cases. · You take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner · Strong written and verbal communication skills, including the ability to summarize and interpret information with key stakeholders such as Subject Matter Experts, and Business Partners · 3-5 years transferable experience · Bachelor’s degree preferred

Fidelity TalentSource

Business Analyst

Are you interested in serving the needs of millions of customers at Fidelity's Workplace Investing, by building the best-in-class digital experience that helps them in financial planning, investing, and retirement solutions? As a Business Analyst in Fidelity’s Workplace Investing Customer Solutions Chapter[Squad name, Product area], you will be a member of an Agile squad responsible for crafting an engaging experience for our clients. Day to day, you will work closely with a team of cross functional and dedicated squad members (product, technology, legal, compliance &amp; risk partners) responsible for delivering specific business goals. In this role, you will work with your squad to provide effective product partnership through communication, risk mitigation, quality assurance, effective delivery and positive relationship building. As a Business Analyst, you must be a highly motivated self-starter with a sense of ownership, attention to detail, and be an effective liaison between stakeholders and your team. The Expertise and Skills You Bring · Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements · Experience with workflow design, data analysis, data visualization, and impact analysis · Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Mural or similar Agile backlog management tools (training is available) · Define epics, user stories, acceptance criteria, facilitate story refinement sessions, and demo sprint deliverables · Participate and/or facilitate the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives · Perform end to end Business Acceptance Testing and ensure the traceability of test cases. · You take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner · Strong written and verbal communication skills, including the ability to summarize and interpret information with key stakeholders such as Subject Matter Experts, and Business Partners · 3-5 years transferable experience · Bachelor’s degree preferred The hourly pay rate range for this position is $60.00- $85.50 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

<h3>Job Description:</h3>Do you thrive in a fast-paced environment and enjoy interacting with customers while helping them meet their long-term financial goals? If so, come prepare for your future career in financial planning at a Fidelity Investments Investor center!The 10-week Fidelity Intern Program (we lovingly call it our FIDTERN Program) is our world-class opportunity for college juniors looking to explore and learn more about Fidelity's business and culture through a cohesive program experience. Where you spend your summer internship can be a big decision and takes a lot of dedication – we get it! Here are some ways in which you can expect Fidelity to make the most of your time with us… <ul><li>Find Your Purpose – as a Fidelity Intern (or FIDTERN), you will experience a meaningful summer program. You will support business-critical projects that help meet Fidelity's needs and help you hone in on your future career path. Interns are supported by a direct manager and team throughout the summer. </li><li>Never a Dull Moment – Our FIDTERN Summer Series includes scheduled events where you can come together with other interns and your experiences at Fidelity. This includes a mix of in-person and virtual events – everything from engaging webinars on career development, financial literacy and inclusion topics, community service activities and in-person networking events to mingle with full-time Fidelity employees. </li><li>Strong intern candidates are dynamic, curious, innovative, conscientious, and believe in the true value of collaboration. Current college student who will return to coursework after their Summer 2026 internship has ended are eligible. </li></ul>Note: Our Summer 2026 internship assignment runs from June 1 - August 7, 2026 and require in-person participation approximately three days or more per week. While there is the occasional opportunity to work from home, this is not a remote internship assignment.The Expertise We’re Looking For <ul><li>Undergraduate students in your junior year of college</li><li>Interest in investing and wealth management</li><li>Experience in customer service, retail, sales or banking</li><li>Leadership experience and involvement in student organizations</li></ul>The Purpose of Your RoleAs Branch Intern you will provide customer service support to clients who call or visit the branch and will have the opportunity to grow your knowledge in personal investing and financial planning. Working alongside financial professionals, you will be a key part in the client's experience at Fidelity.The Skills You Bring<ul><li>Your professional demeanor &amp; collaborative problem-solving skills</li><li>Basic understanding of the current market, economy and economic trends</li><li>Ability to promote customer loyalty while providing an extraordinary customer experience</li></ul>The Value You Deliver As one of the first points of contacts in the branch:<ul><li>You assist financial professionals with providing a full range of investment products and services</li><li>You collaborate with team members to bring a fresh perspective to help solve business challenges</li><li>You participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry </li><li>By identifying new opportunities for enhancements, you help think about our business and our customers in a different way</li></ul>Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and cultivating a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For more information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.PI26INT<h3>Certifications:</h3><h3>Category:</h3>AdministrationMost 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.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.

Fidelity Investments

Intern, Investor Center - Tigard, OR

<h3>Job Description:</h3>The RoleAre you interested in collaborating across teams and contributing on a developing operational team? Do you have an understanding of financial reporting requirements for real estate products? The Manager, Shareholder Reporting, Real Estate Financial Statements Production role is a rare opportunity to participate in the establishment of a real estate funds’ platform.The role will contribute on a team that delivers accurate, timely financial reports required for real estate funds. Primary responsibilities of the role relate to the Core Real Estate Fund established as a REIT and includes quarterly/annual reporting, responsibility for Securities Exchange Act of 1934 Reporting with SEC (including Forms 10Q, 10K, 8K), SOX 404 compliance as well as the use of Yardi accounting software.In this role you will prepare, review, and coordinate the production of financial statements to ensure they are accurate, timely and adhere to GAAP and other relevant accounting standards. Your ability to work within an operations team, meet deadlines, resolve production issues, and implement process improvements will assist at increasing efficiency and quality. You will engage closely with the Direct Real Estate Finance Team, Alternative Accounting, and the products’ external auditors in overseeing quarterly and annual financials, and regulatory filings as well as the audit cycle. You will be part of a team dedicated to alternative products and focused on identifying short and long-term processes, controls, and technology solutions to support operational proficiency on new and evolving products. You will think and work across Fidelity partnering with the rest of the Fidelity Fund and Investment Operations (FFIO) organization and collaborate with business partners in the Direct Real Estate Investment and Finance Teams, Asset Management including its Treasurer’s Office and Compliance, Risk &amp; Business Operations.<h3>The Expertise and Skills You Bring </h3><ul><li>Bachelor’s degree or equivalent with 5+ years of financial services experience with real estate products and public company financial reporting (Form 10K, 10Q, 8K and other reporting as needed)</li><li>Knowledge of real estate reporting as well as relevant accounting and reporting standards (US GAAP)</li><li>Experience with Yardi accounting software preferred</li><li>Ability to work and lead in an operations-focused fast paced team environment</li></ul><ul><li>Innovation attitude – ability to identify and drive forward new ways to improve current processes.</li><li>Excellent written and verbal communications skills and strong presentation capability.</li><li>Proficiency in various PC software applications (e.g., MS Teams, Excel, Word, PowerPoint)</li></ul><ul><li>Advanced excel skills and experience translating accounting data into financial statement presentation</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. <h3>The Team</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!#FFIOALTS<h3>Certifications:</h3><h3>Category:</h3>Investment OperationsMost 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.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.

Manager, Real Estate Shareholder Reporting

Intern, Investor Center - Atlanta, GA

<h3>Job Description:</h3>The Fidelity Intern Program (FIDTERN Program) Fidelity’s full-time, paid, 10-week FIDTERN Program offers students the opportunity to contribute to meaningful, real-world work and projects as valued members of a dedicated team. Our program is designed to provide students with a firsthand experience of what it’s like to work here full-time. We deliver a best-in-class program experience to ensure interns feel a sense of belonging and community, while receiving critical training and development to be a future Fidelity associate. Here’s the experience you can expect to have as a FIDTERN: <ul><li>Professional &amp; Financial Development Sessions: Join exclusive webinars designed to equip you with essential skills for both your career and personal growth! Learn directly from senior leaders, sharpen your professional communication, explore strategies for maintaining well-being in the workplace, and build financial confidence through expert-led financial literacy workshops. </li></ul><ul><li>Mentorship: Opt-in to our intern mentorship program and connect with experienced professionals who will support your growth and help you navigate your career journey. </li></ul><ul><li>Regional Events: Build connections with leaders and fellow interns through engaging onsite experiences and unwind with your peers at fun local outings (like go-karting, pickleball, or bowling). </li></ul>The Role Supercharge your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will be a front facing-client intern. You'll be job shadowing other associates listening on phone calls and start taking calls on your own as we help you build confidence and get the customer facing experience in real time. Engage in dedicated time each week to connect and refuel – by completing individual/group tasks &amp; projects, networking with colleagues, and building client relationships. This internship could lead into sales or customer service full time roles, such as the Investment Sales Associate, Customer Relationship Advocate, Financial Customer Associate, or Workplace Planning Associate. The Expertise and Skills You Bring <ul><li>Demonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interaction </li></ul><ul><li>Effective communication </li></ul><ul><li>Desire to establish rapport and relationships with customers and the team through effective communication </li></ul><ul><li>A strong interest in financial services and/or getting FINRA licenses post-graduation </li></ul><ul><li>Ability to handle different types of situations, emotions and conversations driving towards a resolution suitable for all </li></ul><ul><li>Current college student (undergraduate or graduate) who will return to coursework after their summer internship </li></ul><ul><li>Availability for entire 10-week program from June 1st – August 7th, 2026, and required to align to our hybrid working model </li></ul>Note: Fidelity is not providing immigration sponsorship for this position The base salary range for this position is $20 - $32 per hour.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3><h3>Category:</h3>Administration

Summer 2026 Undergraduate Internship - Client Relations

<h3>Job Description:</h3>Do you thrive in a fast-paced environment and enjoy interacting with customers while helping them meet their long-term financial goals? If so, come prepare for your future career in financial planning at a Fidelity Investments Investor center!The 10-week Fidelity Intern Program (we lovingly call it our FIDTERN Program) is our world-class opportunity for college juniors looking to explore and learn more about Fidelity's business and culture through a cohesive program experience. Where you spend your summer internship can be a big decision and takes a lot of dedication – we get it! Here are some ways in which you can expect Fidelity to make the most of your time with us… <ul><li>Find Your Purpose – as a Fidelity Intern (or FIDTERN), you will experience a meaningful summer program. You will support business-critical projects that help meet Fidelity's needs and help you hone in on your future career path. Interns are supported by a direct manager and team throughout the summer. </li><li>Never a Dull Moment – Our FIDTERN Summer Series includes scheduled events where you can come together with other interns and your experiences at Fidelity. This includes a mix of in-person and virtual events – everything from engaging webinars on career development, financial literacy and inclusion topics, community service activities and in-person networking events to mingle with full-time Fidelity employees. </li><li>Strong intern candidates are dynamic, curious, innovative, conscientious, and believe in the true value of collaboration. Current college student who will return to coursework after their Summer 2026 internship has ended are eligible. </li></ul>Note: Our Summer 2026 internship assignment runs from June 1 - August 7, 2026 and require in-person participation approximately three days or more per week. While there is the occasional opportunity to work from home, this is not a remote internship assignment.The Expertise We’re Looking For <ul><li>Undergraduate students in your junior year of college</li><li>Interest in investing and wealth management</li><li>Experience in customer service, retail, sales or banking</li><li>Leadership experience and involvement in student organizations</li></ul>The Purpose of Your RoleAs Branch Intern you will provide customer service support to clients who call or visit the branch and will have the opportunity to grow your knowledge in personal investing and financial planning. Working alongside financial professionals, you will be a key part in the client's experience at Fidelity.The Skills You Bring<ul><li>Your professional demeanor &amp; collaborative problem-solving skills</li><li>Basic understanding of the current market, economy and economic trends</li><li>Ability to promote customer loyalty while providing an extraordinary customer experience</li></ul>The Value You Deliver As one of the first points of contacts in the branch:<ul><li>You assist financial professionals with providing a full range of investment products and services</li><li>You collaborate with team members to bring a fresh perspective to help solve business challenges</li><li>You participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry </li><li>By identifying new opportunities for enhancements, you help think about our business and our customers in a different way</li></ul>Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and cultivating a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For more information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.PI26INTThe base salary range for this position is $20 - $32 per hour.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Note, the application window closes when the position is filled or unposted.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.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.<h3>Certifications:</h3><h3>Category:</h3>Administration

Intern, Investor Center - Towson, MD

<h3>Job Description:</h3>Investor Center Planning ConsultantThrough your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.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.The Expertise We’re Looking For<ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and insurance licenses within 90 days of hire</li><li>Minimum 2 years of financial services or relevant experience</li><li>Attainment of CFP® Certification is highly encouraged</li></ul>The Purpose of Your RoleThe Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity’s firm wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have rewarding interactions with clients every single day!The Skills You Bring<ul><li>Remarkable 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 calls to further educate clients and uncover opportunities</li><li>The Value You Deliver</li><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>How Your Work Impacts the OrganizationThrough your knowledge of financial planning 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 complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.comFidelity Investments is an equal opportunity employer.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementMost 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.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.

Planning Consultant - Portland, ME

<h3>Job Description:</h3>Are you a driven and innovative technologist eager to make a lasting impact? The Fidelity Architecture Center of Excellence aligns our technology community around a unified enterprise blueprint, establishing standards and policies that guide strategic decisions. Our team supports Fidelity's technology portfolio through three key areas: architectural enablement, program management, and strategic communication. Your work will have company-wide visibility, reaching architects, engineers, and senior leadership—amplifying your influence across the entire organization.We believe that empowered and self-motivated teams can achieve outstanding things. We are passionate about opensource contribution, sharing our expertise and knowledge with the engineering community while adopting a continuous learning approach support by a dedicated learning day each week.The Expertise We’re Looking For<ul><li>Experience working in an agile software delivery environment, with experience in continuous integration and continuous delivery, and source control tools</li><li>Strong technical leadership experience in leading and mentoring scrum teams focused on building software solutions for enterprise applications. The development teams you have worked with have multi-functional responsibilities such as engineering, quality and release implementation</li><li>Strong communication skills and technical expertise to drive and participate in meaningful discussions with partners across technology, business and architecture</li><li>Excellent coaching and mentoring skills. Leadership to guide, encourage, and motivate your fellow engineers. You will help lead and mentor the team in advocating and achieving engineering excellence across our product space for a global team</li><li>Experience being the go-to authority on the codebase, able to make technical decisions, review complex pull requests, and ensure technical consistency across the product</li><li>Experience leading by example in technical discussions, driving clarity and alignment across development teams. You can confidently articulate trade-offs, defend design choices, and guide the team toward scalable, maintainable solutions</li><li>Extensive experience with Full Stack development</li><li>Extensive experience with Java and at least one other language</li><li>Extensive experience with front end development using Angular or similar frameworks</li><li>Extensive experience with AWS or Azure</li><li>Experience with relational databases such as PostgreSQL and data warehousing platforms such as Snowflake</li><li>Experience working with pipeline and automation tools with a focus quality through analysis with tools such as SonarQube, Jenkins or GitHub Actions</li></ul>Bonus Skills<ul><li>Experience working with software architecture, patterns and standards</li><li>Experience using DevAssist tools such as GitHub Copilot or Gemini Q</li></ul><h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost 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.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.

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