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<h3>Job Description:</h3>Note: Fidelity is not providing immigration sponsorship for this positionDIRECTOR, GROWTH STRATEGYFidelity’s Emerging Business unit leverages Fidelity’s deep expertise in workplace benefits to design innovative solutions for some of America’s most pressing personal finance issues. Student debt is one of the most significant financial challenges facing millions of Americans today. Our Student Debt team has designed a suite of innovative benefits for employers that help their employees to better understand, avoid, and pay down student debt. Today, many of Fidelity’s workplace clients use student debt benefit to support employee retention and financial wellness.We are looking for a dynamic, motivated Director, Growth Strategy to join the Student Debt Product Area. This role will work alongside product area leadership to define near and long term strategic objectives and roadmap aligned with market opportunity, impact potential and business objectives. You’ll take a leading role in understanding and mapping market dynamics, identifying and vetting growth opportunities, and driving implementation. You’ll define and lead targeted client engagement strategies to build satisfaction and support benefit expansion and retention. You’ll also develop clear and compelling narratives around Student Debt strategy, performance and impact, and align cross-functional stakeholders around a shared vision. If you thrive in a fast-paced, start-up environment, like to think broadly, yet still go deep and contribute to market leading innovations, then this opportunity is for you!The Expertise You Have· 10+ years of experience in consulting, growth strategy, or product strategy· Experience working in a matrixed, cross-enterprise / business unit environment· Experience growing a new product, brand or business in B2B environments· Financial services and/or management consulting experience preferred· MBA or equivalent strategic training is a plusThe Skills You Bring· Data-driven, analytically thoughtful, detail-oriented, research-focused, and intellectually curious· Proven ability to frame opportunities and challenges to drive decisions and make business cases for change· Excellent project leadership and organization skills; proven ability to drive projects forward and demonstrate results· Excellent communication and storytelling skills; proven ability to distill complex topics into digestible, powerful narratives. Experience creating and delivering executive communications· Deep experience navigating cross-functional teams and leaders, and aligning and influencing stakeholders around a common vision· Comfort with ambiguity, complexity, innovation and change· Desire to join an accountable, multifaceted, and collaborative team of growth strategists, marketers, salespeople, and product leaders. You’ll put your stamp on our business while also learning from your skilled teammates.The Value You Deliver· Support development of near and long term product area strategy, objectives and roadmap· Conduct benchmarking and landscape analysis to inform strategic direction (competitive, regulatory, market)· Identify and evaluate new growth opportunities for Student Debt aligned with long term vision· Identify and assess strategic partnership opportunities· Build business cases to support investment decisions· Develop and execute targeted strategies that engage existing customers around benefit value· Develop clear, compelling data driven narratives around product area priorities, progress and impact· Lead key governance routines and executive communications; evangelize mission and work to promote awareness, buy in and collaborationThe 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>Business Strategy

Fidelity Investments

Director, Growth Strategy

<h3>Job Description:</h3>We are currently recruiting for multiple positions at the Senior User Experience Designer level.The RoleFidelity Investments is looking for a Senior User Experience Designer specializing in Mobile who is passionate about creating intuitive, mobile-first experiences that make investing simple and accessible for everyone. In this role, you’ll design for native mobile platforms, leveraging their unique capabilities to deliver seamless, responsive, and delightful interactions.We are redefining the financial services industry by changing the way we work and putting the customer first. It’s a fast-paced environment where decisions are data-focused, collaborative, and iterative. The organization deeply values design.Senior UX Designers typically:· Lead the design strategy and execution on their product team, with some guidance and coaching· Help define the design work and deliver business outcomes on the product team· Consult with the product owner to help inform product strategy· Contribute to the culture of the UXD groupThe Expertise and Skills You Bring· 4+ years of UX or related experience is preferred· A degree in a related field such as interactive design, architecture, industrial design, graphic design, or human factors is preferred· Experience working on agile teams delivering value in digital products preferred· Experience running and/or using research to support evidence-focused design decisions preferred· A digital portfolio we can review online is required· An array of design skills, which might include visual, conversational, information architecture, prototyping, strategic design methods (such as design thinking), user research, or writing· Expert knowledge of iOS and Material design guidelines and interactions· Develop and refine interaction patterns, navigation flows, and micro-interactions that enhance user engagement.· Apply best practices for iOS and Android design guidelines, responsive layouts, and touch-based interactions, with an eye for consistency and driving design system adoption.· Effective communication as a writer, presenter, and facilitator; equally at ease speaking with developer partners or executives· A foundation of development knowledge, both web and mobile· Familiarity with the value of design systems, understanding reuse and scale, and knowing when to contribute to make them better· Partnering with user research to understand the customer problems to tackle· Distilling qualitative and quantitative feedback to unearth recurring themes and promote data-driven design decisions· An unwavering curiosity to ask why· Design brings you happinessNote: Fidelity is not providing immigration sponsorship for this positionThe TeamThis role supports Fidelity Brokerage, a group that helps a wide array of customers with services like wealth management, retirement planning, brokerage services, workplace plan administration, college savings, and financial planning and engagement programs. This role also supports Fidelity’s User Experience Design team, a group that delivers simple and accessible digital experiences to its customers.#UXDesign#UXhiring<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.

Senior UX Designer, Mobile

<h3>Job Description:</h3>The RoleAs part of the Real Estate Strategy and Planning Team, you will play a key role within the Amenities and Program Management function to develop the workplace amenity strategy for Fidelity. You will lead the strategy for food &amp; beverage amenity programs across Fidelity’s domestic and international regions and will partner with other team members to ensure a cohesive strategic approach for all amenities. Other amenities across the portfolio include fitness, wellbeing, and transportation, all of which contribute to a frictionless onsite experience for associates. The Senior Manager is passionate about creating exceptional associate experience and has very strong strategic oversight. This includes developing strong, data-driven strategies, critical thinking, building and delivering executive presentations, and vendor management. In a dynamic and fast paced environment, prioritization and clear communication, both written and verbal, are critical to success. While this role plans, evolves and drives the food &amp; beverage amenity strategy, there is significant work in leading cross-functional teams in a fast paced and dynamic environment. The successful candidate will be ready to jump in to lead and evolve the food &amp; beverage amenity strategy, while also paying close attention to details of the day-to-day business.The Expertise and Skills You Bring <ul><li>Bachelor’s degree required</li><li>7+ years work experience in business strategy, program management, consulting, marketing</li><li>Strong program and vendor management, critical thinking and analytical skills (including business case development), relationship building and a keen sense of ownership, accountability and urgency</li><li>Ability to independently prioritize work, think critically and proactively solve problems, while also being comfortable seeking guidance</li><li>Proven leadership of cross-functional teams and the ability to influence varied stakeholders</li><li>Confidence in communication (written and verbal),strong interpersonal awareness and relationship building skills to engage stakeholders at all levels of the organization</li><li>Ability to think and plan strategically, while also paying attention to detail and accuracy, with outstanding work quality</li><li>Comfort and success operating in a fast paced and agile culture</li><li>Advanced skills in Excel and PowerPoint with the ability to translate complex information into a simple, yet compelling, story</li><li>A consumer first, imaginative mindset with curiosity, passion and ability to deliver against unmet needs</li><li>Experience managing vendors, budget and contracts</li></ul>Other Requirements<ul><li>Ability to be onsite at Fidelity locations a minimum of 50% of the time</li><li>Ability to travel up to 10% of the time</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamFidelity Real Estate Company is the corporate real estate division of Fidelity Investments, offering a full range of services to Fidelity business units nationally and internationally. Our philosophy is customer centric - everything we do focuses on delivering solutions that meet or exceed the needs of our customers at all levels. We manage more than 11 million square feet of space in the United States and overseas, including thirteen North American and six international locations, multiple data centers, and more than 200 retail investor centers.<h3>Certifications:</h3><h3>Category:</h3>Program/Project 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.

Senior Manager, Real Estate Amenities and Program Management

<h3>Job Description:</h3>If you have a passion for doing what’s right for the client and you want to work in a dynamic, client-focused environment where you can grow your leadership skills while developing others, then consider joining the Fidelity branch management team. In this role, you will partner with the Vice President, Branch Leader to lead a team of successful licensed associates in one of our 200 investor centers across the country. By embracing our care standards, you will help clients achieve their planning goals, associates create a career and life they are proud of, and Fidelity grow throughout your community.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial services and planning</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 (or 63/65) are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul>The Purpose of Your RoleIn this role, you will hone your leadership skills while providing support to the aligned Vice-President, Branch Leader. Your ability to foster the connection of our people to Fidelity’s mission is imperative. You will enable the development of branch associates through training, mentorship and motivation, allowing them to maximize their potential and prioritize the growth of their planning expertise and, ultimately, help more people. The Skills You Bring<ul><li>You are an effective community builder, taking a collaborative approach to problem solving while leveraging resources and stakeholder expertise</li><li>With your professional demeanor and excellent interpersonal skills, you have a natural ability to influence and enhance the skills of others</li><li>You’re able to coach others to their full potential, providing them ongoing support and encouraging the achievement of their career aspirations</li><li>You have a positive attitude and a strong work ethic, enabling you to easily foster relationships with clients, as well as internal associates</li><li>You help your associates identify what is needed for them to achieve their goals and you hold them accountable through inspiring and aligned conversations</li><li>You have a keen knowledge of compliance and regulatory guidelines and you motivate others to work with a high level of integrity</li></ul><h3>The Value You Deliver</h3>This member of branch management will:<ul><li>Support the VP, Branch Leader in building a strong team who can deliver results while ensuring the highest levels of client satisfaction</li><li>Connect our people to our mission, applying timeless leadership principles to help every associate perform at, or above, their full potential</li><li>Build a culture of trust through compelling communication, collaboration and coaching</li><li>Uphold team commitments through supportive accountability, regular and individualized one-on-one conversations</li><li>Implement national initiatives and cultivate business through in-branch client contact, local marketing, educational seminars and client appreciation</li><li>Oversee operational activities, including supervision of local risk and compliance issues and client concerns</li></ul>How Your Work Impacts the Organization If your dreams are to run your own investor center, this role is your first step. You’ll learn firsthand how to lead a successful and compliant office, and most importantly, you’ll be creating the culture that ensures every client receives the experience they deserve and every associate maximizes their potential.The base salary range for this position is $105,000 - $145,000 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.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.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>Sales

Branch Leader - Framingham, MA

<h3>Job Description:</h3>The Role:The FI Organization is seeking an Investment Analyst with knowledge of capital markets, multiple asset classes, and the competitive landscape. The analyst is responsible to enable our field investment strategists’ and should therefore be able to clearly articulate Fidelity’s POV and how it could translate into portfolio positioning. The analyst will work alongside our desk wholesalers to generate strong sales lift from our clients and prospects. Lastly, the candidate will collaborate with asset &amp; product management resources to influence our product roadmap, develop messaging, and core content to support the asset classes.<ul><li>Act as our 'headquarters-based' SME on multiple asset class investments to work alongside specialist and sales team on client pitches, product positioning and sales campaigns</li><li>Taking part in the creation of core content for prospecting clients, providing business development support for generating new business, and materials for on-going client reviews in a compliant manner</li><li>Build and maintain strong knowledge of current economic and market conditions through monitoring of financial industry media. As an Investment analyst, the individual should be able to offer actionable insight and information on markets in order to establish oneself as a valued resource</li></ul>The Expertise and Skills You Bring:<ul><li>Bachelor's degree required. MBA or equivalent graduate degree a plus.</li><li>CFA, or progress towards, desirable</li><li>3+ years of sales or product experience preferably some in different asset class investments</li><li>Series 7 and 63 licenses required upon hire</li><li>Maintains strong communication, presentation and interpersonal skills</li><li>Must have working knowledge of Fidelity and/or competitive products</li><li>Excellent time management and organizational skills are critical to success</li><li>Proven ability to successfully build and manage relationships with Advisors</li><li>Demonstrated ability to implement and apply needs-based selling techniques and strategies</li><li>Track record of successful client interaction and follow-up are required</li><li>Ability to build internal partnerships and relationships in a team environment</li></ul>The TeamFidelity Institutional provides investment management services through investment professionals at financial institutions nationwide including wirehouses, regionals and independent broker/dealers, bank, trust companies, and insurance companies. The company offers Fidelity Advisor Funds, Variable Insurance Products (VIP) Portfolios, Fidelity Advisor 529 Plans, Systematic Investment Plans, Institutional Money Market funds, and a comprehensive line of retirement products and services in partnership with Fidelity’s Workplace Investing arm. Our clients are financial institutions and investment professionals (IPs). Our goal is to help our clients grow their business so that we can increase our assets under management, and our market share.Note: Fidelity will not provide immigration sponsorship for this position. <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<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.

Senior Manager, Investment Analysis

<h3>Job Description:</h3>Note: Fidelity is not providing immigration sponsorship for this positionThe RoleFidelity Quant Research Technology team is looking for a Principal Software Engineer to join a motivated team. Building a new product, this position requires a hands-on, lead-by-coding leadership as well as mentoring a team of developers as they journey to becoming better developers. Collaborating with architects, and business partners, you will be building a Java Spring/Springboot microservice backend and Angular UI running in K8S clusters in AWS.The Expertise and Skills You Bring<ul><li>A minimum of 10 years of software application development experience, with financial/asset management industry experience is a plus</li><li>Proven experience working on Finance-related software projects focusing on asset management or fund accounting.</li><li>You have a BS/MS or equivalent experience in the areas of Computer Science, Engineering, or Information Technology and you want to learn more.</li><li>Extensive experience working in Java Spring/Springboot, Angular(RXJS), and SQL.</li><li>Ability to apply standard processes across the squad in areas such as Unit testing, Automation, ATDD, DevOps, CI/CD, design, and code reviews.</li><li>Exposure to cloud technologies such as AWS, Docker, and Kubernetes would be an advantage.</li></ul>The TeamBe part of our team developing a cutting-edge platform for launching a new Options Overlay Product in Asset Management Technology group. This role provides an opportunity to contribute to a distinct project. AM Tech is growing within Fidelity's Investment Frontier Neighborhood, enriching our Liquid Alts offerings. We utilize diverse market instruments, including derivatives and equities.<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, Full Stack Engineer

<h3>Job Description:</h3>ANALYST – INVESTMENT CENTER OF EXCELLENCEThe RoleDo you enjoy working with numbers, staying organized, and approaching tasks with analytical precision and attention to detail? Are you passionate about accurate transaction reporting and effective communication?In this role, you will be primarily responsible for accounting for FMR LLC and subsidiaries’ corporate investments, including recording, reconciling, analyzing, and reporting investment balances and transactions (e.g., purchases, sales, income, market value changes), as well as coordinating with vendors. You will ensure accurate and complete daily recording of all investment activity into the investment accounting systems for posting to the general ledger.You will collaborate with Corporate Accounting, Fund Accounting, and Treasury, while contributing to system improvements—upgrading InvestOne, implementing a new investment accounting platform, and enhancing reporting capabilities. This position offers exposure to a wide range of investments and accounting methodologies in support of the Fidelity Investment portfolio.You will also assist with recurring and ad hoc requests, financial reporting, and participate in projects and process efficiency initiatives.Qualifications: The Expertise and Skills You Bring <ul><li>Bachelor’s degree in Accounting preferred</li><li>Motivated to obtain SIE license, if not already licensed</li><li>Minimum 3 years of relevant accounting experience; insurance and/or investment accounting experience preferred</li><li>Strong knowledge of accounting principles, practices, and internal controls</li><li>Familiarity with alternative investments and digital assets preferred</li><li>Strong analytical and problem-solving skills, with the ability to work independently and collaboratively</li><li>Excellent written and verbal communication skills to build and maintain constructive relationships with business partners</li><li>Solid understanding of finance and accounting principles, with a strong sense of accountability and ownership</li><li>Detail-oriented while maintaining a broad perspective on business objectives</li><li>Ability to manage multiple projects concurrently and meet tight deadlines</li><li>Capacity to grasp complex organizational and ownership structures</li><li>Highly motivated, flexible, and quality-focused team player with strong organizational skills</li><li>Willingness to learn financial systems and multi-dimensional reporting tools</li><li>Highly proficient in Excel</li><li>Demonstrated process improvement mindset</li><li>Flexibility to work extended hours during month-end close</li></ul>The Value You Deliver<ul><li>Actively participate in the daily recording and processing for FMR LLC Investment Portfolio activity.</li><li>Support the accounting team in preparation for quarterly financial statement preparation</li><li>Implement and enhance processes to improve reporting quality and reduce manual work</li><li>Conduct investment accounting research and provide management with clear analysis, recommendations, and conclusion</li><li>Respond to inquiries from various Corporate Accounting teams, outside business units, internal auditors, and controllership</li><li>Participate in special projects and fulfill ad hoc requests and deliverables as needed</li></ul>The TeamAs member of the Investment COE Team, this role is exposed to a broad range of investment accounting topics and will directly impact the annual and quarterly financial statements for the consolidated company, FMR LLC. The position provides the opportunity to work closely with members of various teams across Corporate Accounting as well as Treasury. <h3>Certifications:</h3><h3>Category:</h3>AccountingMost 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.

Analyst - Investments COE

<h3>Job Description:</h3>The RoleFidelity Institutional (FI) is looking for a senior manager to join the planning and operations team and will partner closely with all functions within Wealth Advisory Managed Solutions (WAMS) as well as other critical business partners.This individual will be a key contributor to developing business strategy for WAMS, as well as supporting mid to long-term cross organizational strategy, roadmap development and operations for our intermediary offerings.This role will contribute to shaping an overall operating model to drive business management activities inclusive of process improvements and documentation, CRM, Dashboard, Scorecards. There will be a need for strong collaboration with business partners within the organization and partners across FI (Distribution, Technology, Marketing, Finance, FI Reporting &amp; Analytics, Risk and Compliance) to delivery on the objectives.Additionally, the role will be contributing to driving customer input, alignment and execution in partnership with product and distribution leadership teams.The Expertise and Skills You Bring<ul><li>MBA or equivalent work experience in financial services, preferably in product management, CRM, Data and Analytics, Planning and Operations related roles.</li><li>Self-starter, independently oriented and excited by prospect of working on critical initiatives and welcome working in fast pace, client focused environment which requires comfort with ambiguity and an adaptive mindset.</li><li>Strong research &amp; quantitative analytical skills, including the ability to synthesize findings and develop practical, actionable recommendations.</li><li>Project Management skills required to successfully drive projects across the company, manage critical dependencies and internal communications related to assigned product responsibilities.</li><li>Work collaboratively across the Fidelity Enterprise, capable of communicating with and influencing peers and leaders through relationship building, well-informed insights and high-quality presentations.</li><li>Intellectual curiosity and tenacity to develop creative approaches to problem solving.</li><li>Interacting with Fidelity associates, gathering data from internal and external sources, identify trends, opportunities, to develop insights and recommendations on key initiatives.</li><li>Knowledge of managed products and managed platforms is desirable.</li></ul>Key Responsibilities<ul><li>CRM Strategy &amp; Enablement: Support WAMS CRM strategy and execution to enhance advisor engagement and business development efforts.</li><li>Data-Driven Decision Making: Leverage internal and external data sources to develop actionable insights and recommendations for business growth.</li><li>Cross-Functional Collaboration: Partner with internal stakeholders across Product, Distribution, Marketing and Finance to drive WAMS strategic business initiatives and operational excellence.</li><li>Project Management: Lead and manage strategic projects, ensuring timely delivery, stakeholder alignment, and effective communication.</li></ul>The TeamThe mission of the Wealth Advisory Managed Solutions (WAMS) organization is to be the go-to provider of investment advisory capabilities for intermediaries, providing differentiated outcomes at scale through access to Fidelity’s robust investment insights, products, and solutions. The Strategy and Operations team leads strategy for WAMS as well as critical functions for Fidelity Institutional Wealth Adviser (FIWA), including Business Management &amp; Oversight, Investment Services, Distribution Strategy and Planning, CRM, Reporting &amp; Insights.Note: Fidelity will not provide immigration sponsorship for this position <h3>Certifications:</h3><h3>Category:</h3>Product 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.

Sr Manager, WAMS Specialist Distribution Planning and Operations

<h3>Job Description:</h3>The RoleWe are looking for experienced investors that are highly driven, easy to work with, and passionate about economics, capital markets and investment decision-making to help our advisory and institutional clients build better portfolios. We prefer candidates who were analysts at our client firms and/or asset management firms.<ul><li>Deliver value to advisors and institutional clients seeking consultation on asset allocation, manager selection, and overall portfolio construction.</li><li>Synthesize the best of Fidelity’s intellectual capital and incorporate thought leadership into portfolio construction:<ul><li>Gain a deep understanding of Fidelity’s business cycle framework and asset allocation views from our Asset Allocation Research Team (AART).</li><li>Absorb manager research and thought leadership from Fidelity Institutional Wealth Adviser (FIWA) to maintain an open architecture investment approach and champion advisor education on topics such as portfolio construction with alternative investments.</li><li>Distill investment and market insights and establish a sound grasp of Fidelity’s investment approach through quarterly meetings with Fidelity’s top portfolio managers.</li><li>Advance market commentary, asset class and sector strategy, and macro views from Fidelity’s Capital Market Strategy Group (CMSG)</li></ul></li><li>Communicate key findings &amp; actionable guidance in a clear, concise &amp; inspiring manner.</li><li>Present at Portfolio Construction Institute events and other client speaking engagements.</li><li>Work alongside business partners in investment product &amp; distribution, macro strategy, investment sales, custody &amp; clearing relationship management.</li></ul>The Expertise and Skill You Bring<ul><li>5-12 years' relevant work experience. Background in portfolio decision-making, providing investment guidance across multiple asset classes and styles is highly desirable.</li><li>CFA Charter holder.</li><li>MBA or master’s degree preferred.</li><li>FINRA Series 7 &amp; 63 licenses required within four months of joining.</li><li>Proven investment acumen, with the ability to respectfully challenge others' investment views.</li><li>Strong understanding of the mutual fund and ETF landscape.</li><li>Dynamic problem solver capable of independently completing complex portfolio analyses.</li><li>Ideal candidate will combine outstanding aptitude for tackling the hardest portfolio challenges with unusual grace &amp; persuasiveness.</li><li>Strong sales communication &amp; writing skills, including translating complex quantitative investment analysis into relevant, actionable investment solutions.</li><li>Developer of positive relationships with select internal &amp; external partners.</li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The TeamThe Portfolio Construction Guidance Team (PCG) is a part of the Portfolio Construction Solutions Team within Fidelity Institutional (FI). We work closely with Fidelity’s Asset Allocation Research Team (AART) and Fidelity Institutional Wealth Adviser (FIWA), Fidelity’s Model Team, and sales and marketing teams. We are responsible for providing portfolio construction insights to our advisory clients.No relocation will be provided for this role.The base salary range for this position is $103,000-211,000 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>Investment Operations

Portfolio Strategist

<h3>Job Description:</h3><h3>Job Title: Senior Manager Risk</h3><h3>The Role</h3>As a Senior Manager on the Fraud Risk &amp; Control (FRC) team, you will play a critical role in identifying and mitigating fraud risks across Fidelity’s products and business units. You will execute risk assessments, document key controls, and collaborate with partners to strengthen the enterprise fraud risk management framework. In this role, you will support end-to-end risk assessment processes, help stakeholders identify risks for existing initiatives, and promote a strong control environment by documenting risk and control statements. You will also champion process improvements, manage overlap with other compliance programs, and make actionable recommendations to enhance fraud prevention. Success in this position requires adaptability to changing priorities, the ability to work on multiple projects simultaneously, and a commitment to fostering an inclusive team environment.<h3>The Skills and Expertise You Bring</h3><ul><li>Bachelor’s degree required; equivalent experience considered</li><li>5+ years of experience in fraud, risk management, audit, or compliance within financial services</li><li>Strong knowledge of risk management practices and frameworks</li><li>Familiarity with systems such as Archer</li><li>Excellent analytical and problem-solving skills</li><li>Understanding of investment products (preferred)</li><li>Proven ability to identify and mitigate fraud risks</li><li>Proficiency in documenting and maintaining comprehensive control statements</li><li>Experience in risk assessment and control evaluation</li><li>Strong verbal and written communication skills</li><li>Decisive, action-oriented, and solution-focused mindset</li><li>Critical thinker with curiosity and creativity to challenge current practices and recommend improvements</li><li>Ability to manage multiple priorities in a fast-paced environment with minimal supervision</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>You will join the Fraud Risk &amp; Control team, a collaborative group dedicated to safeguarding Fidelity against fraud risks. The team partners with business units and compliance programs to promote a strong control environment and drive continuous improvement. Together, we champion an inclusive culture and adapt quickly to evolving business needs.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>Risk

132 Jobs in North Smithfield, RI, USA