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<h3>Job Description:</h3><h3>Investment Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>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</li><li>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</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>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!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</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>The Value You Deliver</h3>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. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost 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

Investment Consultant - Phoenix, AZ (Biltmore)

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceMost 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.

Financial Services Representative - Ft. Myers, FL

<h3>Job Description:</h3><h3>The Role</h3>We are seeking a motivated and detail-oriented individual to join the Inbound Paper Processing team. In this leadership role, you will support multiple Fidelity business units by performing mail receipt, and document processing. Your focus will be on ensuring accuracy, security, and customer satisfaction. As a Workleader, you will guide the team’s daily operations and collaborate with other leads across CTC to meet service level agreements (SLAs) and drive process excellence.<h3>The Expertise and Skills You Bring</h3><ul><li>Experience in a fast-paced operations environment</li><li>Strong self-motivation and ability to thrive in a team-oriented setting</li><li>Proven ability to manage tasks with accuracy and timeliness</li><li>Excellent verbal and written communication skills</li><li>Strong organizational skills with the ability to prioritize and manage multiple tasks under tight deadlines</li><li>Proficiency in navigating multiple applications and systems</li><li>Working knowledge of Microsoft Office tools (Excel, Outlook, Word, etc.)</li><li>Critical thinking and problem-solving abilities</li><li>High attention to detail and ability to maintain focus for extended periods</li><li>Ability to multitask and collaborate effectively with other team leads</li><li>Assist with the necessary reports and represent the manager or department as needed</li><li>Commitment to partnering with fellow Workleaders/Managers to improve processes and meet completion goals across Inbound</li></ul>Note: Fidelity will not provide immigration sponsorship for this position. <h3>The Team</h3>The Inbound team plays a critical role in safeguarding customer assets by accurately and efficiently processing incoming transactions. Supporting all Fidelity business units, the team handles all incoming mail transactions. All processing is completed in alignment with internal service goals and regulatory requirements to ensure timely and accurate transaction handling.<h3>Certifications:</h3><h3>Category:</h3>Brokerage 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.

Workleader

<h3>Job Description:</h3>The RoleAs a Systems Analyst on the FIA Data Analytics Platform Team within the Core Wealth Platform Product Area, you will support multiple 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.In this role, you will focus on the data analytics &amp; reporting platform health and modernization efforts of the applications and systems supporting the Fidelity Insurance Agency (FIA). Specifically, you will drive initiatives supporting the data strategy for FIA.The Expertise You Have: <ul><li>8+ years professional experience as a Systems Analyst for software solutions</li><li>Proven experience researching, optimizing, developing and authoring solution requirements, user stories, and specifications for moderate to complex software systems</li><li>Proven experience with Structured Query Language (SQL) and programming in general</li><li>Strong understanding and experience with complex relational database schemas and SQL management tools</li><li>Understanding of data modeling concepts, ETL/ELT tools.</li><li>Exposure to BI tools (Tableau, PowerBI, etc)</li><li>Familiarity with data governance principles, Snowflake architecture</li><li>Familiarity with life insurance products, such as annuities, a plus </li><li>Proven experience with Agile development methodologies</li><li>Deep knowledge of scrum tools – Jira experience desirable</li><li>Excellent analytical skills</li><li>Release coordination</li><li>Be able to articulate complex system interactions through diagrams and crisp documentation to a wide spectrum of audiences</li><li>Ability to understand the technical aspects of the software, data flow, including understanding of code to be able to understand the business logic, understand technical architecture</li><li>Produce artifacts – business flow diagrams</li><li>Have good understanding of solution architecture and partner with Architects, Business Analysts and tech leads</li><li>Have end to end knowledge of system interactions and be able to articulate well to different audiences both technical and non-technical</li><li>Prod incidents analysis – Splunk queries, build dashboards/alerts</li><li>Bachelor’s Degree Computer Science or related technology discipline.</li></ul>The TeamYou will be a member of the Core Wealth Platform Area. Your primary focus will be supporting the data analytics and reporting 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.<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.

Principal Systems Analyst

<h3>Job Description:</h3>Associate ActuaryFidelity Investments Life Insurance Company (FILI) is looking for an Associate Actuary to help drive our future state of reserve modeling and valuation for our life and annuity products. Be part of a team with wide-ranging strengths that builds, promotes, and supports Fidelity’s outstanding future state experience!The RoleAs Associate Actuary, you support reserve valuation for all products focusing on the development, enhancement, and governance of actuarial models used for determining reserves, Risk Based Capital and assessment of reserve adequacy for this business. You also provide in-depth analysis to support annual certifications of reserves and reserve adequacy. <ul><li>Model actuarial values including principle-based reserves (PBR), and ensure compliance of reserves with applicable regulations and Actuarial Standards of Practice</li><li>Research, understand, implement statutory and GAAP reserving requirements for newly developed products.</li><li>Monitor regulatory developments affecting reserves and other actuarial items.</li><li>Develop analysis and documentation needed to complete annual regulatory filings, including Statements of Actuarial Opinion, Asset Adequacy analysis memos, PBR reports and related documents</li><li>Respond to company auditor and state examiner questions based on periodic audits</li><li>Assist with the design, implementation, and documentation of Prophet models, identifying opportunities to enhance model efficiency</li></ul>The Expertise and Skills You Bring<ul><li>Fellow of the Society of Actuaries (SOA) or experienced Associate of the Society of Actuaries</li><li>10+ years of actuarial experience, with demonstrated competency in the specific responsibilities for this position</li><li>Solid knowledge of individual annuity and life insurance products</li><li>Prior experience working in Prophet is preferred, prior experience with another modeling software package such as AXIS or MG-ALFA may be considered</li><li>Conforms to SOA Continuing Professional Development requirements – general qualifications</li><li>Strong interpersonal skills, including the ability to help key constituents understand valuation issues and explain sophisticated topics to non-technical people at all organizational levels</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The TeamFidelity Investments Life Insurance Company provides financial products that help Fidelity’s investors achieve lifetime financial goals. Having our annuity and life insurance solutions as options is a strategic advantage for Personal Investing. Our products help ensure our clients do not outlive their assets in retirement, safeguard one’s portfolio from market volatility and protect against premature death and unforeseen long-term care costs.The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Actuarial

Associate Actuary

<h3>Job Description:</h3>Manager, Workforce Analytics &amp; Insights The Role As a member of the Wealth Human Resources Analytics team, you will play a critical role in providing workforce insights to HR and business leaders across Fidelity Wealth. Our people are our greatest asset, and we aim to maximize this investment to deliver on our ambitious strategy. This role offers the opportunity to shape data-driven HR strategies and influence decisions impacting thousands of Fidelity associates. In addition, this role helps to support the HR function with improving our operations utilizing data-driven tools and approaches. <ul><li>Support the Wealth HR organization by curating HR datasets and dashboards </li></ul><ul><li>Provide analytical support for strategic and tactical business decisions </li></ul><ul><li>Conduct and present insightful analyses on major trends, challenges and opportunities and build clear and effective visualizations (dashboard, metrics and PowerPoint presentations) </li></ul><ul><li>Develop predictive and prescriptive analytics to anticipate workforce trends and inform decisions </li></ul><ul><li>Help to drive improvements to the HR operational processes </li></ul><ul><li>Use variety of HR systems, tools and practices to fulfill data requests </li></ul><ul><li>Assist and advise with HR team on ad hoc requests as well as establishing self-service options</li></ul><ul><li>Balance responding to day-to-day reporting and analytics priorities while still making progress on project and backlog work </li></ul><ul><li>Build, establish and maintain positive, trusting working relationships with members of HR Analytics, HR Line, Talent Acquisition and other internal or external partners </li></ul>​The Expertise and Skills You Bring <ul><li>Bachelor's degree or equivalent with 5+ years of experience </li></ul><ul><li>Experience in data analysis, advanced reporting, or similar quantitative activities </li></ul><ul><li>Experienced with combining large data sets from various sources for complete analysis using Alteryx, SQL, or other methods </li></ul><ul><li>Ability to build end-to-end, automated, repeatable dashboards and analyses using Tableau or equivalent software </li></ul><ul><li>Hands-on experience with advanced analytics methods (e.g., Python, R, Machine Learning) is a plus, though conceptual familiarity and a willingness to learn is valuable </li></ul><ul><li>Microsoft Office expertise required, particularly with Excel and PowerPoint </li></ul><ul><li>Excellent presentation, communication, organizational and interpersonal skills </li></ul><ul><li>Demonstrable track record of building executive ready reports or presentations that effectively tell the story and provide insights </li></ul><ul><li>A curious and confident learner who asks questions and looks for innovative solutions to improve partnerships and work products </li></ul><ul><li>Ability to influence and consult with stakeholders by translating complex data into clear, actionable insights and recommendations </li></ul><ul><li>Ability to create compelling visualizations that highlight key insights in relevant data </li></ul><ul><li>You have strong organizational skills, attention to detail and quality, and a high degree of expertise with detailed processes and data </li></ul><ul><li>Ability to understand and help improve operational processes using best practices and automation tools such as Alteryx </li></ul><ul><li>Your ability to manage and prioritize multiple concurrent objectives or activities while meeting deadlines</li></ul><ul><li>You are a collaborative, self-motivated and proactive teammate, who organizes data and builds reports that answer key anticipated questions </li></ul>Note: Fidelity will not provide immigration sponsorship for this position The Team The Wealth HR Analytics team plays a critical part in helping our leaders get visibility into the Fidelity Wealth workforce to ensure we can make the best decisions about our people. Wealth is the largest business unit at Fidelity with over 25,000 associates and includes our Advisor and Investor Services associates at the heart of Fidelity’s business model of serving retail customers. We are a very collaborative team, working within the team and with our stakeholders to deliver on our business needs. This role will have opportunity to partner with various members of the team to support Wealth HR leadership and their teams, as well as other focus areas such as data foundations, HR Analytics portal, or key focus areas such as Talent Management, Employee Pulse Survey, etc. <h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsMost 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, Workforce Analytics & Insights

<h3>Job Description:</h3>We are seeking an accomplished Vice President of Cybersecurity Architecture with deep expertise in fraud detection, prevention, and mitigation to join the Fidelity Institutional Technology (FIT) Security Architecture team. As VP of Security Architecture, you will design and implement advanced security architectures that safeguard our digital ecosystem, protect customer trust, and reduce operational fraud risk for our FI clients. You will be a partner with enterprise security, data, engineering, product, and risk teams to architect end-to-end security solutions that identify, prevent, and respond to fraud at scale. You will join a team of security architects who evaluate and recommend solutions that strengthen our security posture. You will be responsible for guidance to business and technology teams in delivering secure architecture, design, and reusable capabilities across multiple product areas. You will also collaborate with key enterprise partners to adopt emerging standards and technologies for Identity, Authentication, Authorization and Fraud mitigation. The Role <ul><li>You will help formulate and drive the tactical and strategic direction of FIT security architecture for critical, large-scale systems across all facets of Fidelity Institutional. </li></ul><ul><li>You will collaborate with fraud analytics teams to integrate real-time fraud detection and prevention mechanisms into system design. </li></ul><ul><li>You will partner with enterprise stakeholders to apply emerging AI technologies in detecting and preventing fraudulent activities within Fidelity Investments’ institutional interactions. </li></ul><ul><li>You will develop and maintain fraud detection and prevention architectures, reference models, and security patterns. </li></ul><ul><li>You will design endtoend solutions for identity protection, account security, fraud analytics, and transaction integrity. </li></ul><ul><li>Define and enforce security architecture standards and best practices, including cloud security design, Zero Trust principles, defense-in-depth, least-privilege access, and secure API frameworks. </li></ul><ul><li>Establish comprehensive frameworks for risk assessment, threat modeling, and compliance audits to mitigate fraud and cyber threats across Fidelity Institutional Technology. </li></ul><ul><li>Develop strategies for data protection, including encryption, tokenization, and secure lifecycle management for sensitive financial information. </li></ul><ul><li>You will make authoritative decisions on technical issues, standards, and strategies. </li></ul><ul><li>You will provide expertise to project teams on secure design and integration across the technology stack (security, cloud, DevSecOps, etc.). </li></ul><ul><li>You will anticipate and implement major industry system/software security trends within the Fidelity environment. </li></ul><ul><li>You will lead Proof of Concepts (POCs) to assess technical and business benefits. </li></ul><ul><li>You will participate in the definition and enforcement of enterprise security architecture standards across all platforms, ensuring alignment with financial regulatory requirements (e.g., SEC, FINRA, PCI DSS). </li></ul>The Expertise and Skills You Bring <ul><li>15+ years of experience in security architecture, analytics, design, and development of enterprise solutions across multiple platforms. </li></ul><ul><li>Expertise in application security implementations and best practices; certifications such as Certified Information Systems Security Professional (CISSP), Certified Cloud Security Professional (CCSP), AWS Certified Security – Specialty, Certificate of Cloud Security Knowledge (CCSK), Certified Fraud Examiner (CFE), Fraud Detection and Analytics Certificate (ACAMS) are strong positives. </li></ul><ul><li>Expertise and experience in Fraud detection, prevention and mitigation strategies </li></ul><ul><li>Deep knowledge of IAM, cryptography/key management, access controls, and security protocols (e.g., MFA, SAML, OAuth, OIDC, API security). </li></ul><ul><li>Experience with DevSecOps, AWS security, and secure code development. </li></ul><ul><li>Proven ability to establish strategy and implement cloud enterprise solutions in AWS and/or Azure. </li></ul><ul><li>Strong background in tool selection and vendor management. </li></ul><ul><li>Financial industry experience a plus </li></ul><ul><li>Thought leadership in technology selection and security strategy formation. </li></ul><ul><li>Ability to guide secure design across all layers of the application stack. </li></ul><ul><li>Excellent problem-solving skills and mastery of security principles. </li></ul><ul><li>Strong presentation, documentation, communication, and influencing skills to articulate technology direction in a business context. </li></ul><ul><li>Bachelor’s degree in Computer Science, Information Systems, Engineering, or equivalent experience. </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.

Vice President, Architecture

<h3>Job Description:</h3>Position DescriptionThe Investment Strategist team provides investment-related support and education for Fidelity Workplace Investing clients and advisors across all segments. Investment Strategists are an internal group of professionals with broad financial backgrounds focusing on capital markets, money management and consulting. This group is available to help Plan Sponsors and their advisors make educated investment-related decisions associated with their DC or DB plans. The Investment Strategist team provides Investment Support for Fidelity Workplace Investing clients and advisors regarding their retirement plans with potential for exposure to other institutional markets. The successful candidate will be an experienced, articulate presenter, and have the presence to carry authority at senior corporate level both within the client base and within Fidelity. The Investment Strategist location may be flexible, though it is preferred that they be near one of our primary campuses, where they can interact with other team members (Boston, MA, Covington, KY or Westlake, TX) ASSOCIATE MAY BE BASED REMOTELY FROM ONE OF THE FOLLOWING STATES- MA, NH, RI, KY, UT, CO, TXPrimary Responsibilities<ul><li>The Investment Strategist will work with client Treasury contacts to enhance the overall quality of Fidelity's relationship with clients and advisors but particularly with focus on the client’s investment decision makers. Occasionally the Investment Consultant may also be required to join a sales team, adding an investment focus to a finals presentation.</li><li>He/she will be a team player, and be expected to both contribute their expertise and ideas freely, but at the same time, learn from a very knowledgeable peer group.</li><li>The Investment Strategist is responsible for servicing the investment needs of a pooled group of smaller (asset size) defined contribution clients and working closely with the Managing Director and service team to enhance the client relationship. </li><li>Responsible for providing periodic client investment reviews, incorporating detailed knowledge of the Fidelity and non-Fidelity mutual funds in the plan, reviewing capital markets, updating DC investment trends, addressing investment fiduciary issues, and providing timely follow up. </li><li>The role requires a high volume of client interaction almost exclusively by video with the potential for limited face to face interactions. </li><li>The Investment Consultant is also responsible for staying current on all relevant compliance requirements and for completing the associated administrative and reporting requirements of the role. The role requires strong investment knowledge, presentation and communication skills, organizational efficiency, a degree of aptitude with the use of technology, and the ability to work in a team environment</li></ul>Education and Experience<ul><li>CFA/CFP and/or MBA strongly preferred.</li><li>Minimum of 5 years investment consulting or related experience.</li><li>Ability and desire to identify and build relationships with client investment decision-makers.</li></ul>Skills and Knowledge<ul><li>Detailed understanding of mutual funds and other investment vehicles, including various non-mutual fund investment vehicles that are commonly found in institutional retirement plans.</li><li>Excellent understanding of the economy and its drivers.</li><li>Solid understanding of asset allocation methodology and style analysis together with the quantitative background to the process.</li><li>Excellent understanding of retirement plan investment menu design.</li><li>Travel: 0-25% travel required.</li></ul>The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Consulting

Director, Investment Strategist

<h3>Job Description:</h3>Job Title: Senior Accountant (Devonshire Investors)<h3>The Role</h3>As a Senior Accountant on the Devonshire Investors (DI) Accounting &amp; Controllership Team, you will play a key role in the financial accounting and reporting of DI-managed entities. In this position, you will support monthly, quarterly, and annual close activities for private equity funds, investor entities, and operating companies while maintaining strong controls and high-quality account reconciliations. You’ll also have opportunities to expand your accounting expertise, participate in cross-functional projects, and work closely with senior leaders across finance, tax, treasury, and external audit.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree in Accounting; CPA and/or Master’s in Accounting preferred</li><li>3+ years of relevant accounting experience, ideally in public accounting or financial reporting</li><li>Strong knowledge of accounting principles, financial reporting, and internal controls</li><li>Outstanding attention to detail with strong understanding of business, financial concepts, and accounting</li><li>Experience preparing GAAP financial statements, particularly for partnerships</li><li>Ability to work well under pressure, manage multiple tasks, and meet tight deadlines within a cross-functional environment</li><li>Excellent written and verbal communication skills with the ability to engage confidently with all levels of management</li><li>Strong proficiency with financial systems and Microsoft products, especially Excel and PowerPoint</li><li>Highly motivated, flexible, and quality-focused team player with strong organizational skills</li><li>Ability to work independently while demonstrating sound judgment and critical thinking</li><li>Ability to manage multiple deliverables concurrently</li><li>Inquisitive mindset with a focus on process improvement</li><li>Experience with—or ability to learn—complex financial systems and multi-dimensional reporting tools (e.g., eFront, Free Form Planning, Power BI, Yardi)</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>The Devonshire Investors Accounting &amp; Controllership Team manages the financial reporting and accounting for DI’s diverse portfolio of private equity funds, investor entities, and operating companies. The team works collaboratively with business partners across finance, tax, treasury, and audit to ensure accurate reporting, strong controls, and effective financial operations. As a key member of this team, you will contribute to ongoing initiatives that support DI’s strategic and operational goals.The base salary range for this position is $67,000-127,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Accounting

Senior Accountant

<h3>Job Description:</h3><h3>Job Title: Senior Manager, Accounting</h3><h3>The Role</h3>As the Senior Manager, Private Equity Accounting and Modernization, you will lead modernization efforts within the Devonshire Investors Accounting Team with a strong emphasis on optimizing the use of the eFront Invest platform and related applications. In this pivotal role, you will drive operational excellence across end‑to‑end financial reporting processes, champion standardization, automation, simplification, and optimization, and support broader modernization, training, and documentation initiatives beyond the eFront ecosystem.You will collaborate closely with cross‑functional teams to define and validate business requirements, translate those needs into clear specifications for technology teams and vendors, and serve as the primary liaison for technology issue resolution. You will help standardize reporting across legal entities, develop documentation and training materials, and mentor team members to strengthen team performance and capability.<h3>The Expertise and Skills You Bring</h3><ul><li>Experience with alternative investments and partnership structures, with the ability to quickly understand complex organizational and ownership structures</li><li>Strong knowledge of partnership accounting principles, financial reporting, and internal controls</li><li>Proficiency with accounting systems and financial reporting tools (e.g., eFront Invest and Café, Oracle, Workiva, Power BI, Tableau)</li><li>Inquisitive, proactive mindset with a demonstrated track record of process improvement and implementing new technologies</li><li>Strong analytical and problem‑solving abilities, including experience with data analysis, process mapping, and requirements gathering</li><li>Highly motivated, flexible, quality‑focused team player with excellent communication and organizational skills</li><li>Strong attention to detail while maintaining an understanding of broader business objectives</li><li>Ability to manage multiple deliverables simultaneously and meet deadlines</li><li>Ability to work independently and exercise sound judgment</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>The Devonshire Investors Accounting Team oversees the financial reporting and operational processes for a diverse portfolio of private equity investments. The team is committed to driving modernization, standardization, and operational excellence while supporting the evolving needs of the business. As part of this collaborative and high‑performing team, you will play a central role in enhancing systems, tools, and reporting practices to improve accuracy, efficiency, and scalability across the organization.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.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 manager to understand the potential impact to your registrations before a final hiring decision is made.The base salary range for this position is $89,000-180,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.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. 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.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.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.<h3>Certifications:</h3><h3>Category:</h3>Accounting

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