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<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $70,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Representative - Los Gatos, CA

<h3>Job Description:</h3><h3>The Role</h3><p>As a Senior Business Analyst in Fidelity’s Workplace Investing Customer Solutions Chapter, you will join our mission in maintaining and expanding our Person MDM data platform to improve the experiences for our participants, plan sponsors and all our internal business partners who support and service our customers. Day to day, you will work closely with a team of cross functional and dedicated squad members responsible for delivering specific business goals.</p><p>In this role, you will work with your squad to provide effective product partnership through communication, risk mitigation, quality assurance, effective delivery and build strong working relationships across the organization. As a Senior 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.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Identify and document business requirements, current and future states, and provide constructive feedback for future process improvements.</li><li>Experience with workflow design, data analysis, data visualization, and impact analysis.</li><li>Familiar with the Agile methodology concept and experience in agile tools such as Jira, Confluence, Miro or similar Agile backlog management tools (training is available)</li><li>Previous Workplace Investing experience strongly preferred</li><li>Define epics, user stories, acceptance criteria, facilitate story refinement sessions, and demo sprint deliverables.</li><li>Lead the daily Scrums, Sprint Planning Meetings, Release Planning, Sprint Reviews and Retrospectives.</li><li>Perform end to end Business Acceptance Testing and ensure the traceability of test cases.</li><li>You take initiative to communicate issues/client feedback with Squad Leader/team and resolve issues in a timely manner.</li><li>Strong written and verbal communication skills, including the ability to summarize and interpret information to influence key stakeholders such as Subject Matter Experts, and Business Partners.</li><li>Manage dependencies across teams and work on multiple projects simultaneously.</li><li>Proven leadership by mentoring peers and showcase critical thinking by managing conflicts within teams.</li><li>5-7 years transferable experience.</li><li>Bachelor’s degree preferred.</li></ul><h3><strong>The Team</strong></h3><p>WI Customer Solutions provides the WI Agile organization with business analysts and consultants. The Customer Solutions team is responsible for helping the business achieve results. Our role is to turn business objectives into useful plans and solutions that deliver outstanding customer value.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Business Analyst, Customer Solutions - WI Data Platforms

<h3>Job Description:</h3><h3><strong>Job Title: </strong>Senior Manager, Operational Controls Lead</h3><h3><strong>The Role</strong></h3><p>We are looking for an experienced Senior Manager, Operational Controls Lead at Fidelity Investments. This is an outstanding opportunity to lead and enforce the Vendor Management function's policies, ensuring flawless execution and quality assurance. In this role, you will promote and validate operational controls and support quality testing in daily processing. You will work collaboratively to identify risks, summarize results for management, and contribute to world-class operational excellence.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><p>Deep understanding of Fidelity's business unit structure</p></li><li><p>BS/BA or equivalent experience in business administration, or a minimum of 5 years in risk management</p></li><li><p>Preferably, experience in internal/external audit, risk management, IT audit, or public accounting</p></li><li><p>Proven proficiency in capturing requirements, process documentation, business analysis, and testing</p></li><li><p>Advanced skills in Microsoft Excel, Word, and PowerPoint</p></li><li><p>Basic knowledge of procurement and risk management processes and performance metrics</p></li><li><p>Excellent oral, written, and interpersonal communication skills</p></li><li><p>Ability to lead, motivate, and collaborate effectively within cross-functional teams</p></li><li><p>Strong organizational and project management skills</p></li><li><p>Analytical mindset with close attention to detail</p></li><li><p>Ability to translate business requirements into viable business solutions</p></li><li><p>Dedication to driving process improvements</p></li><li><p>Ability to multi-task, manage time efficiently, and deliver timely results</p></li><li><p>Capability to work at various levels of detail and concisely summarize results while proposing solutions</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p>The Vendor Management team is committed to operational excellence by enforcing policies, validating controls, and ensuring quality assurance across processes. The team collaborates closely with business partners to identify risks, improve workflows, and maintain compliance with standards and procedures. This role offers the chance to make a significant impact on risk management and operational integrity within a dynamic environment.</p><h3>Certifications:</h3><h3>Category:</h3>Procurement<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Manager, Operational Controls Lead

<h3>Job Description:</h3><p><strong><strong><strong><strong>Financial Services Representative </strong></strong></strong></strong></p><p>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.</p><p><strong><strong><strong><strong>What to expect…</strong></strong></strong></strong></p><p>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.</p><ul><li><p><strong>Obtain Licenses: </strong>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.</p></li><li><p><strong>Build and Solidify Skills: </strong> 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.</p></li><li><p><strong>Discover Success:</strong> 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.</p></li></ul><p><strong><strong><strong><strong>Advantages of our career development experience…</strong></strong></strong></strong></p><ul><li><p><strong>You are supported.</strong> 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.</p></li><li><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</p></li><li><p><strong>You are growing.</strong> 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.</p></li><li><p><strong>You get variety.</strong> 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.</p></li></ul><p><strong><strong><strong><strong>The expertise we’re looking for…</strong></strong></strong></strong></p><ul><li><p>High energy and enthusiasm with a natural passion for helping people</p></li><li><p>Flexibility and self-motivation</p></li><li><p>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</p></li></ul><p><strong><strong><strong><strong>The Skills You Br</strong></strong></strong><strong><strong><strong>ing</strong></strong></strong></strong></p><ul><li><p>Eagerness to learn and build a career in financial services</p></li><li><p>Ability to deliver an outstanding customer experience</p></li><li><p>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</p></li><li><p>Coachability, collaboration and curiosity will fuel your success</p></li></ul><p><strong><strong><strong><strong>Our Investments in You</strong></strong></strong></strong></p><p>Our 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.</p><p>Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA</p>The base salary range for this position is $45,000 - $70,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Services Representative - Torrance, CA

Financial Services Representative - Scarsdale, NY

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><p>The <strong>Director, Data Analysis</strong> will lead product development, management, and strategy for Alternative Investments. You will partner with investment teams to design and evolve products, leveraging technology to solve complex business challenges with agility and scale. By implementing innovative, industry-standard solutions and optimizing end-to-end delivery, you will advance Fidelity’s mission to deliver impactful and efficient investment solutions.</p><p>You’ll foster an inclusive, energized environment, elevate leadership across all levels, and promote alignment with enterprise standards while empowering teams to operate autonomously.</p><h3><strong>Expertise and Skills You Bring</strong></h3><ul><li>Advanced degree in Finance, Computer Science, Engineering, or a quantitative discipline; MBA, CFA, or CAIA preferred.</li><li>12+ years of experience in financial services with expertise in business systems and quantitative data analytics.</li><li>Deep understanding of financial markets, market structure, regulatory frameworks, and competitive dynamics.</li><li>Knowledge of retail, intermediary, and institutional distribution channels and client needs.</li><li>Proven ability to lead product and investment concepts from incubation to production.</li><li>Strong collaboration skills with a track record of delivering business results in team environments.</li><li>Exceptional communication skills—able to articulate complex concepts clearly to senior audiences.</li><li>Strategic, innovative problem solver with passion for investment products and Alternative Investments.</li><li>Technical proficiency in Python, SQL, Power BI, Tableau, and data modeling concepts.</li><li>Ability to transform fragmented Alternative Investments data into actionable insights.</li><li><strong>Possess strong understanding of the digital assets ecosystem, including blockchain technology, tokenization, smart contracts, and market infrastructure. Ability to assess emerging trends, regulatory developments, and their impact on the digital assets ecosystem.</strong></li><li>Expertise in critical thinking, decision-making, and adopting new technologies/tools</li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li><strong>Data &amp; Analytics Leadership:</strong> Design and deliver quantitative capabilities—performance, attribution, and exposure—using Python, SQL, and modern data practices.</li><li><strong>Business Analysis &amp; Strategy:</strong> Translate business needs into hypotheses validated through data analysis; identify high-impact use cases to drive measurable value.</li><li><strong>System Design &amp; Optimization:</strong> Partner with development and product teams to enhance platforms, strengthen data-driven decision-making, and reduce system fragmentation.</li><li><strong>Lifecycle Management:</strong> Oversee end-to-end system enhancements—from requirements and prioritization to testing, rollout, and adoption.</li><li><strong>Collaboration &amp; Communication:</strong> Present strategies, metrics, and risk mitigation plans to senior management; maintain a robust project pipeline with business and technology stakeholders.</li><li><strong>Data Integration &amp; Insights:</strong> Extract, transform, and analyze data from multiple systems to uncover patterns and insights for Alternative Investment workflows.</li><li><strong>Leadership &amp; Mentorship:</strong> Guide team members, share knowledge, and ensure best practices for continuous improvement and innovation.</li></ul><p><strong>Company Overview</strong></p><p>At Fidelity, we are passionate about 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. We are proud of our diverse</p><p>and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.</p>The base salary range for this position is $110,000-222,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology

Director, IT Data Analysis

<h3>Job Description:</h3><h3><strong>Job Title: </strong>Senior Financial Analyst</h3><h3><strong>The Role</strong></h3><p>The Board Finance team works with and supports a variety of customers including Fidelity-wide business unit leaders, and independent trustees. A successful candidate will develop and use their knowledge of the Fidelity businesses and investment products to support the renewal of mutual fund fee contracts. The team is responsible for providing the Fidelity Trustees with materials and analysis in support of their consideration of the Funds’ contracts with Fidelity. The team interacts with each business division and is focused primarily on the competitiveness of fund fees and the profitability of the mutual fund business.</p><p>The Senior Financial Analyst is part of a team responsible for the delivery of accurate, high quality financial information for Fidelity’s boards. Primary responsibilities include:</p><ul><li><p>Drive the delivery of consolidated Fund Profitability results through management of the central Fund Profitability model</p></li><li><p>Assist with preparation of materials for Fund Board meetings; provide backup support for materials; address questions from Trustees</p></li><li><p>Assist in the production and analysis of quarterly and annual Asset Management Fund Profitability results; work with finance and business partners to understand how changes within the business impact Fund Profitability; report quarterly and annual results to broader team and senior leaders</p></li><li><p>Contribute to various ad hoc projects, including Board-requested analyses, review of methodology, etc.</p></li></ul><h3><strong>The Expertise and Skills You Bring </strong></h3><ul><li><p>Bachelor’s degree in finance, accounting, economics, or related field</p></li><li><p>At least 4 years of professional experience in finance, preferably in the financial services industry</p></li><li><p>A self-motivated teammate who brings energy, enthusiasm, and intellectual curiosity</p></li><li><p>Works effectively as part of a team, and successfully collaborates with business partners</p></li><li><p>Solid analytical and problem-solving skills, working independently to perform tasks</p></li><li><p>Strong written and oral communication skills – can articulate clearly with all levels of employees</p></li><li><p>Proficiency in modeling, presentation, and data visualization tools (MS Excel, MS PowerPoint, Oracle BI, Power BI)</p></li><li><p>Ability to synthesize large amounts of information into concise, digestible, and actionable stories</p></li><li><p>Ability to respond to shifting priorities while maintaining progress of regularly scheduled work</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><p><strong>The Team</strong></p><p>The Board Finance team sits within Asset Management Finance and provides to each of the five Fidelity Boards of Trustees the Fund Profitability information and analysis they need in order to annually approve the Fidelity funds’ investment management, transfer agency, and pricing &amp; bookkeeping contracts.</p>The base salary range for this position is $80,000-153,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Finance

Senior Financial Analyst

<h3>Job Description:</h3><p><strong>SVP, Head of Relationship Management (IICG)</strong></p><p>The SVP, Head of Relationship Management will be responsible for setting a clear vision for the Intermediary Investment Client Group (IICG) Relationship Management function and driving its evolution to meet the firm’s long-term growth objectives. The IICG organization is responsible for over $1.8B in revenues to Fidelity Institutional. This leader will shape the broader Relationship Manager (RM) strategy, lead transformational change, and ensure operational excellence while strengthening client relationships and delivering measurable impact. This position will report directly to the Head of Intermediary Investment Client Group (IICG).</p><p><strong>Job Responsibilities </strong></p><ul><li>Define and execute a strategic vision for the Relationship Management function aligned with IICG organizational goals and initiatives to drive growth, profitability, home office engagement, client satisfaction and retention</li><li>Lead significant organizational change of firm coverage, behaviors, KPI’s, and data capabilities to transform operational and client engagement model. </li><li>Drives executive leadership engagement both internally and externally to support development and growth with distributor firms</li><li>Deep understanding of client business models, evaluating key aspects of their business, and leveraging practice management and discovery tools and best practices to develop the overall Fidelity relationship.</li><li>Establish metrics and scorecards to monitor engagement effectiveness and overall business impact ensuring operational rigor across client interactions and behavioral change. </li><li>Aligns Fidelity and trusted third-party resources to meet client business needs</li><li>Mitigates risk to Fidelity and our clients (e.g., key policy awareness and compliance, looking for potential watch outs on firm practices, and collaborating with our internal partners to raise data concerns).</li><li>Oversees strategy among RM and Key Account Managers (KAM) strategic accounts to drive client satisfaction and retention by collaborating with service and other key business partners to improve and enhance their daily experience.</li><li>Cultivates collaborative relationships with key internal business partners.</li></ul><p><strong>Industry Expertise:</strong></p><ul><li>Bachelor’s degree required, MBA or other advanced degree preferred</li><li>15+ years of successful sales or relationship management experience in a financial services industry</li><li>Institutional client management and growth experience required; strong knowledge of the RIA, Broker Dealer, Retirement and Institutional Insurance markets</li><li>A thorough understanding of the industry, financial markets, and competitive landscape</li><li>Prior leadership experience</li><li>Series 7 and 63 licenses required</li></ul><p><strong>The Skills Required:</strong></p><ul><li>Proven success in building and leading an institutional relationship management team and driving home office engagements, net flows, and business growth</li><li>Proven track record of navigating and influencing executive level business leaders, both internal and client facing across multiple functions and businesses</li><li>Strong revenue management and overall financial acumen</li><li>Leadership, coaching, and career development skills with a tenured team of professionals</li><li>Proven leadership skills, particular on teams in face-paced, collaborative environments</li><li>Ability to work in ambiguity and set tone and pace for peers and team</li><li>Proven risk-management and problem resolution skills</li><li>Ability to recognize process inefficiency and recommend improvement opportunities.</li><li>Connecting the team and each associate to the broader organization and driving collaboration</li><li>Using sound judgement and leading through change</li><li>Driving innovation through curiosity and comprehensive understanding of business processes and challenges</li><li>Demonstrate strong investment competence across all asset classes and exceptional communication skills</li><li>Ability to interact effectively with both external clients (Analyst, Global Strategist, Investment Boards, etc.) as well as internal clients across asset management and distribution)</li><li>Demonstrate an in-depth understanding of portfolio construction and platform solutions (Advisory &amp; Brokerage) at leading wealth management firms</li><li>Ability to travel up to 50%</li></ul>The base salary range for this position is $185,000-$400,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Relationship Management

Head of Intermediary Relationship Management

<h3>Job Description:</h3><h3><strong>Senior Mobile Developer</strong></h3><p>As a Senior Mobile Developer in the Digital Brokerage Solutions Technology Domain, you will collaborate with product owners, developers, architecture, and application teams to build technical designs that simplify investing within our digital experience!</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor's degree in Computer Science, Engineering or related field</p></li><li><p>Strong development skills and 5+ years of software development experience, with a focus on iOS and Android ecosystem (or MSc + 3)</p></li><li><p>Experience in creating high quality digital assets and prototypes for immersive experiences</p></li><li><p>Ability to quickly learn and adopt diverse emerging technologies such as Spatial Computing, XR (VR, AR, MR), and AI/ML</p></li><li><p>Experience with rapid prototyping and iterative development methodologies</p></li><li><p>Experience in Internal/External Cloud and Hybrid environments.</p></li><li><p>Experience in incident management and problem management.</p></li><li><p>Working knowledge of basic investment terms and practices is desirable.</p></li><li><p>Familiarity with ITIL framework and/or Agile Project Management.</p></li><li><p>Evaluate all functional requirements and map documents and perform troubleshoot on all development processes.</p></li><li><p>Experience in working of REST APIs, ability to read documentation and make calls to read or write data using API.</p></li><li><p>Development of cloud-native applications on AWS or Azure. Certifications a plus</p></li><li><p>Experience with iOS and Android development in a hybrid tech stack (Ionic/Capacitor/Cordova) Client-Side development – Angular, NgRx, CSS, HTML</p></li><li><p>Knowledge of web services (JSON, XML, REST, SOAP, etc.) and Spring Framework integrating with APIs and RESTful web services</p></li><li><p>Understanding of CI/CD tools such as Jenkins, Artifactory, and XCode Server and deploying applications in a DevOps environment</p></li><li><p>Familiar with secure coding standards and practices</p></li><li><p>Code Quality/Coverage Tools (Sonar or equivalent) Test/Automation (Jest, Cypress, Cucumber, or any similar framework)</p></li><li><p>Strong collaboration skills to work with multiple teams across the organization</p></li><li><p>Familiar with logging and monitoring tools; DataDog, Splunk, etc. for analysis, observability, and alerting</p></li><li><p>Developing innovative features for our Digital Brokerage Services products that delight our customers</p></li><li><p>Actively participate with other specialists in design reviews, code reviews, and other standard methodologies</p></li><li><p>Ensuring designs meet performance, security, usability, and scalability requirements</p></li><li><p>Mentorship of junior team members and encouraging a culture of continuous learning</p></li><li><p>Working as part of a highly collaborative team to deliver an outstanding experience</p></li><li><p>Ability to effectively multi-task and manage his/her time, and the ability to work independently as well as within a team environment.</p></li><li><p>Proven ability to improve support processes and customer experience.</p></li><li><p>Demonstrated technical, analytical, and problem-solving skills.</p></li><li><p>Customer focus and dedication to customer satisfaction.</p></li></ul><p><strong>Education and Certifications:</strong></p><ul><li><p>A Bachelor’s degree in Engineering or Computer Science is preferred.</p></li><li><p>MSCE or A+ certification is required, with MSCE preferred.</p></li><li><p>Project management credential (PMP) preferred.</p></li><li><p>AWS certifications preferred (AWS SysOps, DevOps).</p></li></ul><p><strong>The Team</strong></p><p>Underneath this stable and trusted brand is one of the most interesting innovation practices you never heard of - The Fidelity Center of Applied Technology(‘FCAT”). FCAT is a centralized function whose mandate is to catalyze innovation across the firm. Our FCAT teams’ prototype and pilot new businesses and capabilities that continue to distinguish our brand as the best customer experience in the financial services industry. These teams focus on exploring big industry game-changing technologies such as crypto currencies, artificial intelligence, virtual/augmented reality &amp; cloud computing. Additionally, FCAT’s world class research team identifies trends and works with partners across the innovation ecosystem to “bring the outside in.” We collaborate with MIT, Harvard, Stanford and other academic institutions, and partner with Accelerators, Start Ups and other industry leaders to drive new ideas and innovation practices across the firm.</p><p>Fidelity Investments is one of the world's largest providers of financial services. Headquartered in Boston, US, Fidelity's goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. Privately held for nearly 70 years, Fidelity employs 45,000 associates who are focused on the long-term success of our customers. FMR (Fidelity Management &amp; Research) India is the Global Inhouse Center of Fidelity Investments. Headquartered at Bangalore, where operations commenced in 2003, FMR India has another fully functional unit at Chennai.</p>The base salary range for this position is $97,000-185,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology

Senior Mobile Developer

<h3>Job Description:</h3><p><strong>Risk Senior Manager – </strong> <strong>Technology Innovation</strong></p><p>As a Risk and Compliance leader, you will protect our customers and associates by partnering with the business to identify risks and design innovative, technology driven solutions that enhance controls and scalability. You will foster a strong risk and compliance mindset while driving forward thinking approaches to emerging challenges. In addition, you will leverage data analytics and advanced technologies—collaborating with our Risk Data Analytics CoE to identify emerging risks, enhance continuous monitoring, and explore AI and automation tools to transform how we operate.</p><p><strong>The Businesses We Support</strong></p><p>This role supports Fidelity Fund Investment Operations (FFIO), Corporate Services &amp; Global Risk, and Enterprise Resiliency. FFIO groups include Fund Operations, Fund Administration, Global Middle Office, Global Product Solutions, Consolidated Data Services, and Performance, Analytics &amp; Digital Operations. The Risk Senior Manager Technology Strategist will also help implement and drive strategy as it relates to metrics, data analytics, and risk management efficiency tools. Corporate Services functions include HR, Real Estate, Corporate Accounting, Treasury, and Tax.</p><p><strong>The Expertise You Have </strong></p><ul><li>Bachelors’ Degree required</li><li>7+ years’ industry experience including Audit, Risk Management, and/or technology innovation</li><li>Help define and drive FFIO Risk’s technology transformation roadmap that aligns with business objectives</li><li>Establish frameworks for prioritizing and managing FFIO Risk’s automation-related initiatives</li><li>Assess and recommend adoption of new technologies (e.g., AI, Power Apps, automation) to be leveraged by Risk</li><li>Knowledge and experience of building solutions using Microsoft Power Apps, Power Automate, SQL, Python, APIs and other light automation tools preferred</li><li>Proven track record of leading complex initiatives across global teams</li><li>Ability to guide product development processes from a risk lens</li><li>Demonstrated leadership and influence across cross-functional teams</li><li>Ensure new technologies meet Firm and operational standards</li><li>Excellent verbal and written communication skills with the ability to articulate complex problems</li></ul><p><strong>The Skills You Bring </strong></p><ul><li>Strategic planning to formulate and execute on a holistic risk data analytics approach, and the ability to form strong relationships with key stakeholders and decision makers to influence change</li><li>The ability to tell compelling stories using data, and to provide risk insights which tie directly into key business initiatives</li><li>Partner with Leadership to develop scalable automation strategies, risk models, and controls</li><li>Ability to translate innovation into tangible solutions</li><li>Proven track record of driving innovation transformation and process automation</li><li>Assess key risks, evaluate mitigation strategies, and support transition to a long-term, integrated risk model</li><li>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues</li><li>Ability to communicate clearly, concisely and impactfully</li><li>Sound Judgment – ability to make insightful decisions and action recommendations by analyzing opportunities, risks, and their impacts</li><li>Presentation and Writing Skills – ability to develop and deliver formal and informal presentations to a variety of audiences</li></ul><p><strong>Why Fidelity? </strong></p><ul><li>A company that is committed to innovation and being an industry leader</li><li>Access to top-tier technology platforms, tools, and frameworks</li><li>Ambitious positions and numerous opportunities for personal and professional growth</li><li>Competitive compensation and benefits package that includes bonus, health insurance, pension, life insurance and a variety of work/life programs</li></ul><p><strong>Company Culture</strong></p><p>At Fidelity, we reward ambitious, passionate individuals with a work environment that fosters diversity, teamwork and collaboration as well as encourages innovative ideas and fresh thinking. We recognize the value that employees’ individual differences can contribute to the bright and strong future of our company.</p><p>Note: Fidelity is not providing immigration sponsorship for this position</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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