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<h3>Job Description:</h3><p><strong>Job Title: Principal - Software Engineering - Java production support</strong></p><p><strong>The Purpose of This Role</strong></p><p>Fidelity Investments Workplace Investing (WI) organization is seeking an experienced Principal Software Support Engineer to join our Level 2 Production Support team within Stock Plan Services (SPS) Technology, as we expand our market leading equity compensation platform into a global market. The selected candidate will provide critical systems and business support as part of a global team focused on the smooth operation of Java-based applications in a live, production environment which includes system monitoring, timely identification and resolution of incidents to minimize application down time, troubleshooting issues, problem analysis, proposing fixes, collaborating with development / infrastructure teams, maintaining application stability , improving system performance through automation and elimination of repeated process. This position will play a critical role in providing a top-shelf service experience for our clients, as well as for our internal partners, while building and maintaining collaborative global relationships with our partner technology and support organizations.</p><p><strong>Primary Responsibilities:</strong></p><ul><li><p>Independently, and as part of a team, triage client and participant-impacting incidents</p></li><li><p>Debug and reproduce issues in lower development environments</p></li><li><p>Create and maintain high quality service documentation</p></li><li><p>Adopt industry best practices and tools</p></li><li><p>Ensure code reviews, unit testing and integration and performance testing is completed by partner teams, efficiently and effectively, prior to production installation</p></li><li><p>Resolve technical roadblocks involving multiple technologies</p></li><li><p>Help coordinate the delivery of technical components across onshore and offshore support teams</p></li><li><p>Work closely with business partners and management team in evaluating current systems and making decisions on solutions</p></li><li><p>Provide technical leadership to more junior team members of the team, as needed</p></li><li><p>Drive strategic initiatives and be the face of the team</p></li></ul><p><strong>The Expertise You Have</strong></p><ul><li><p><strong>Troubleshooting and Issue Resolution:</strong></p><ul><li><p>Investigating and diagnosing production issues using various tools and techniques, including log analysis, debugging, and code review.</p></li><li><p>Identifying the root cause of problems and implementing effective solutions to restore service.</p></li><li><p>Collaborating with development and other teams to resolve complex issues and implement fixes.</p></li><li><p>Creating and maintaining documentation for troubleshooting procedures and knowledge sharing.</p></li></ul></li><li><p><strong>Monitoring and Maintenance:</strong></p><ul><li><p>Monitoring application performance and system health to proactively identify potential problems.</p></li><li><p>Responding to alerts and notifications, taking appropriate action to prevent or mitigate issues.</p></li><li><p>Performing routine maintenance tasks, such as patching and updates, to ensure application stability and security.</p></li><li><p>Work on user reported issues, identify root cause and propose solution</p></li></ul></li><li><p><strong>Collaboration and Communication:</strong></p><ul><li><p>Working closely with development teams, operations teams, and other stakeholders to ensure seamless application operation.</p></li><li><p>Communicating with users and stakeholders to provide updates on system status and issue resolution.</p></li><li><p>Participating in on-call rotations to provide 24/7 support for critical systems.</p></li></ul></li><li><p><strong>Continuous Improvement:</strong></p><ul><li><p>Analyzing production issues to identify patterns and trends and implementing solutions to prevent future occurrences.</p></li><li><p>Contributing to the development and maintenance of best practices and procedures for production support.</p></li><li><p>Participating in performance tuning and optimization efforts to improve application efficiency.</p></li></ul></li></ul><p><strong>The Skills that are key to this role</strong></p><ul><li><p>Strong Java programming skills and experience with relevant technologies (e.g., Spring boot, Hibernate, API, Event/Listener framework).</p></li><li><p>Proficiency in troubleshooting, debugging, and root cause analysis using monitoring tools like Splunk and Data Dog</p></li><li><p>Oracle / SQL database navigation and script writing</p></li><li><p>Client-Side technologies including JavaScript, CSS, Ajax, jQuery, Angular 2, Node JS, HTML5, Spring MVC, Spring Core, Spring-WS, REST Services, Jersey 2, Jackson 2, Apache Camel</p></li><li><p>Development tools like Eclipse and Cloud technologies including Docker, Azure, Kubernetes, Rancher</p></li><li><p>Building/supporting SOAP and REST services using JAX-RS, Swagger, Spring and Jackson frameworks</p></li><li><p>Building test suites using JUnit’s, Mockito, Jersey Test, SOA Test, Cucumber, Karate</p></li><li><p>Developing/supporting distributed applications with multi-site multi-node deployments</p></li><li><p>Developing/supporting applications to be deployed in clustered environments on IBM WebSphere and Tomcat servers</p></li><li><p>Developing/supporting applications using in-memory and distributed cache technologies like EHcache and IBM Xtreme Scale.</p></li><li><p>Knowledge on Micro-Services Architecture concepts and emerging patterns such as APIs, Web Services (REST/SOAP) and security for SOAP and REST services using SAML 2.0 and OAuth 2.0 technologies</p></li><li><p>Understanding of software development lifecycle and release management.</p></li><li><p>Experience with incident management and problem-solving methodologies.</p></li><li><p>Experience in executing projects in an Agile environment and ability to collaborate with other technical and business experts in the team</p></li><li><p>Proven ability to learn and experiment with new technologies and patterns</p></li><li><p>Passion to follow modern test driven and automation driven software development methodologies</p></li></ul><p><strong>Behavioral Skills</strong></p><ul><li><p>Possess exceptional stakeholder management skills</p></li><li><p>Possess highly proficient written and verbal communication skills in the English language and collaborate across teams, architects as needed</p></li><li><p>Connect with business partners on critical incidents and work with development teams to provide issue resolution</p></li><li><p>Participate in small to large initiatives and must be capable of learning complex processes quickly and can learn through independent research. Guide team whenever needed and be their face in forums</p></li><li><p>Proven problem-solving abilities</p></li></ul><p><strong>Good to have skills:</strong></p><ul><li><p>Hands on experience with Informatica ETL data integration and data movement design &amp; support</p></li><li><p>Hands-on PL/SQL experience, and proven understanding of Relational Databases (Oracle Exadata 12c) hands-on development and support of OBIEE Reports</p></li></ul><ul><li><p>Experience with cloud native data warehousing and data lake solutions with Redshift, Snowflake, etc.</p></li><li><p>Experience in Oracle Analytics Server report development and support</p></li><li><p>Experience in Snap Logic workflow development and support</p></li><li><p>Understanding of Cloud Computing and DevOps concepts like CI/CD pipelines using Git, Jenkins</p></li><li><p>Hands-on experience in Python, and ability to code in more than one programming language</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Keeping the focus of the work in terms of Customer obsession.</p></li><li><p>Partner with technical leads to make clear, simple, and technically sound design decisions.</p></li><li><p>Embrace continuous improvement regarding application quality and stability.</p></li><li><p>Strong sense of ownership for the quality of solution delivery.</p></li><li><p>Being candid and honest in all discussions to ensure the best outcomes.</p></li><li><p>Ready to get cross skilled in good to have skills listed</p></li></ul><p><strong>How your Work Impacts the Organization</strong></p><p>Workplace Investing (WI) helps millions of people save and invest through workplace savings plans. WI builds lifetime relationships with customers and provides employers with cost-effective, integrated employee benefit solutions. The company serves customers online, over the phone. WI business constitutes of four different product lines Defined Contribution (DC), Defined Benefits (DB), Health &amp; Welfare (HW) and Stock plan services (SPS). Teams in US and India work collaboratively to deliver the best customer experience. We value having a diverse and inclusive workforce and are committed to provide an environment where all ideas are cherished equally, and everyone feels safe to speak up and contribute.</p><p><strong>Qualifications:</strong></p><p> <strong>Education and Experience:</strong></p><ul><li><p>Bachelor's degree computer science, Engineering or Equivalent.</p></li><li><p>10+ years of software development and support experience in Java</p></li><li><p>9+ years of software development and/or support experience in PL/SQL environments</p></li><li><p>Experience working in a scaled agile delivery model</p></li><li><p>Investment/financial services experience is highly desired</p></li></ul><p><strong>Location:</strong> Chennai</p><p><strong>Shift timings</strong>: 11:00 am - 8:00pm</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology

Fidelity Investments

Principal - Software Engineering - Java production support

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</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>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</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>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</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>

Relationship Manager - Virginia Beach, VA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity Investments is seeking a Squad Leader (SL) within our Personalization Platform team. Our portfolio of personalization solutions enables creation and orchestration of real time personalized experiences for our customers across different channels (web, mobile, virtual assistant, call routing, etc.).</p><p>The SL leads an integrated roadmap for product development within an assigned squad, partnering with other leaders to align product cluster- and product area-level strategic priorities, planning, and curating a shared backlog. They also ensure clear backlog prioritization and communication to squad members, adjacent squads, internal clients, and other partners for successful execution.</p><ul><li>Sets overall mission and vision for their squad, providing integral thought leadership across different platform components and key points of integration, backlog trade-off definition, prioritization, and alignment in collaboration with the Product Cluster and Product Area leaders to ensure alignment on overall strategy.</li><li>Partners as a 'powerful pair' with the respective Chapter Leaders across Engineering, Analytics, and Data Science to align on strategic decisions, solution development and work priorities, ensuring the best-in-class engineering and analytics are at the core of our product solutions.</li><li>Supports an assigned squad as they add new value delivered through prioritization, creativity, innovation, collaboration, and decision making.</li><li>Is accountable for squad's performance and represents the voice of the client in all squad activities. Ensures alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog.</li><li>Partners with chapter and product area leaders to support squad talent needs, defining skill gaps, and building learning opportunities to achieve the strategic direction of the domain and product areas.</li><li>Makes decisions based on anticipated future trends, issues, and business drivers. Identifies and negotiates dependencies across business partners.</li><li>Navigates and guides the squad through high degree of organizational complexity in support of cross-domain and cross-squad work. </li><li>Provide leadership and support in the research and resolution of sophisticated problems, including definition, solution recommendation, testing, and communication with end-users, vendors and other management and staff leading to timely problem resolution.</li><li>Lead/collaborate with a team of 5 - 7 engineers and analysts to strategize and deliver personalization capabilities.</li><li>Handle changes with analytic and business teams as we migrate workloads to the cloud-based designs.</li><li>Advocate for adoption of recommender systems, API’s and algorithmic capabilities across the company.<br> </li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree required; graduate degree preferred.</li><li>10-15+ years proven leadership and strategic experience</li><li>Proven track record of customer-focused engagement and collaboration across business units with a strategic approach and ability advocate for the adoption of tools and methods that improve the usability and value of personalization solutions.</li><li>Background in common AI, ML, and data science methods and general familiarity with Multi Arm Bandit, Reinforcement Learning, Transfer Learning algorithms.</li><li>Experience leading projects with new/emerging technology and/or products in the early strategy and design stage.</li><li>Makes decisions that impact results with limited guidance and oversight and shift focus and/or direction to meet changing conditions.</li><li>Uses strong analytical and judgment skills to set direction and achievement of goals; keeping key business partners informed on progress.</li><li>Uses strong influencing and problem-solving skills to resolve competing product area/squad level strategic priorities.</li><li>Effective communicator and relationship manager with internal and external customers.</li><li>Excellent written and verbal communication skills with the ability to communicate complex technical information in a clear and concise manner to executives and non-technical leaders.</li></ul><p><strong>The Team</strong></p><p>As part of the Digital Channels Product Area in Fidelity’s Brokerage business unit, you’ll have the resources of an industry leading organization and the agility of an innovation-first team. When you join us, you will:</p><ul><li>Become a valued member of a trusted fintech leader that combines scale, innovation, and mission-driven impact</li><li>Thrive in a people-first, customer-obsessed culture where we value empathy, diversity of thought, inclusion and curiosity. This is where your voice matters and your ideas can craft the future of digital finance.</li><li>Work on meaningful products that help millions invest smarter, trade confidently, and manage their financial lives with clarity.</li><li>Work in an environment that encourages creativity, experimentation, and innovation—we believe that some of the smartest ideas come from outside the room, and we actively seek inspiration beyond our walls.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</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>

Vice President/Squad Leader, Personalization

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</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>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</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>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</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>

Relationship Manager - Cleveland East, OH

<h3>Job Description:</h3><p><strong>Job Title</strong> –Principal – ML Engineer</p><p><strong>The Purpose of This Role</strong></p><p>We are looking for a highly experienced and technically proficient Principal ML Engineer to lead the development, deployment, and scaling of machine learning infrastructure and pipelines and ML based applications. This role is ideal for someone with a strong foundation in backend development, Kubernetes-based deployment, AWS cloud infrastructure, and MLOps practices. You will play a key role in bridging the gap between data science and production systems.</p><p><strong>Skills which are key to this role</strong></p><p>Create, design and maintain AI ML based application<br>Design, build, and maintain scalable and secure MLOps pipelines using AWS Sagemaker for model training, validation, deployment, and monitoring<br>Expertise in snowflake <br>Develop and deploy APIs and backend services using Python, FastAPI, and Spring Boot<br>Manage containerized applications using Kubernetes and Amazon EKS<br>Implement CI/CD pipelines for ML workflows and application delivery<br>Collaborate with data scientists and Data Engineers to operationalize ML models in production<br>Utilize AWS services for infrastructure, automation, and monitoring<br>Ensure robust database integration and performance optimization<br>Contribute to UI development using Angular</p><p>Required Technical Skills:</p><p>Expertise with FastAPI and/or Java Spring Boot for API development.<br>Deep expertise in Kubernetes and Amazon EKS/Azure AKS.<br>Strong programming skills in Python.<br>Hands-on experience with Amazon SageMaker, <br>Proficiency in AWS /Azure cloud services (e.g., EC2, S3, Lambda).<br>Understanding of database fundamentals (SQL/NoSQL)<br>Hands-on experience with MLOps tools.<br>Expertise with CI/CD tools and DevOps practices</p><p><strong>Good to Have</strong>:</p><p>Experience with Angular or other front-end frameworks<br>Exposure to data engineering and ETL pipelines,<br>Exposure on Snowflake.</p><p><strong>Soft Skills</strong>:</p><p>Excellent communication and collaboration skills<br>Ability to work cross-functionally with data science, engineering, and DevOps teams<br>Strong problem-solving and critical thinking abilities<br>Self-Driven, Proactive, adaptable, and committed to continuous learning</p><p><strong>The Value you Deliver</strong></p><p>Lead impactful ML infrastructure projects with cutting-edge technologies<br>Be part of a collaborative, innovative, and inclusive team<br>Opportunities for leadership, growth, and continuous learning<br>Flexible work environment and supportive culture</p><p><br><strong>How Your Work Impacts the Organization</strong></p><p>WS (Workplace Solutions) helps our customers save and invest through workplace retirement savings plans, build lifetime relationships with customers and provide employers with cost-effective, integrated employee benefit solutions. WS serves customers online, over the phone, and through a nationwide network of investor centers. WS is also committed to helping drive employee retirement readiness by delivering leading-edge financial solutions to employers, including recordkeeping, cash management products and services and personal advisory services (PAS).</p><p><strong>The Expertise we’re looking for</strong></p><p>12+ years of experience in MLOps, Backend Development , AWS, Python .<br>Graduate / Postgraduate</p><p><br>Location: BLR/CHN</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology

Principal - AI/ML Engineer

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Consultant - Indianapolis, IN

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $60,000 - $100,000 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>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant - Rockville, MD

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</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>

Investment Consultant - Dayton, OH

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Consultant - Ann Arbor, MI

<h3>Job Description:</h3><p><strong>The Role</strong><br>The Director of FI Meetings &amp; Events will deliver best in class event experiences for the firm’s associates, clients, and prospects. They will have a natural curiosity about the business strategy and use their skills build and perfectly execute programmatic experiences that support the objectives.<br>The Director will be experienced in the development of broad initiatives, while engaging in project management, including creating and managing budgets, developing timelines and work plans, leading planning meetings and working teams, and partnering with senior leaders on business strategy and status updates. We are looking for a good communicator who keeps colleagues and partners informed. The candidate will be in command of sophisticated event logistics, including, but not limited to sourcing and managing speakers and vendors, and creating dynamic production schedules!<br>The ideal candidate is skilled at producing both in-person and virtual experiences. They are comfortable with digital environments and have a consistent track record of creating high quality events in-person and using various technology platforms.<br> </p><p><strong>The Expertise and Skills You Bring</strong><br>• Bachelor’s degree preferred; at least 10 years of related work experience<br>• Expertise with crafting, planning and executing multi-day, multi-faceted proprietary, internal, and industry events that vary in size and scope<br>• Ability to lead working teams on complex programs – ensuring that all landmarks and deadlines are met<br>• Advanced knowledge of all event planning logistics – including AV and production, F&amp;B and décor, overnight accommodations, attendee outreach, collateral, etc.<br>• Expertise in contract management and negotiation – working with a diverse set of vendors <br>• Strong verbal and written communication skills, with a comfort interacting with firm senior executives as well as other notable industry leaders<br>• Outstanding organizational skills<br>• Willingness to apply creative and critical thinking to routine and new events</p><p>• Experience with Zoom Meeting and Zoom Video Webinar<br>• Experience with event registration systems and event mobile app platforms (Cvent, CrowdCompass preferred).<br>• Proficiency in Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word)<br>• Work under tight deadlines and prioritize responsibilities<br>• Work independently under own direction and initiative<br>• Travel within the U.S. and work flexible and/or fluctuating work hours<br>• Demonstrate outstanding time management and organizational skills with a proven record of success in planning, managing, and completing multiple events simultaneously.<br>• Experience managing mid to large-size budgets, possess sophisticated knowledge of contractual language pertaining to meetings and events, and have significant experience negotiating with vendors.<br>• You demonstrate knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment and you have the ability to adapt as needed.<br>• You communicate clearly and concisely, both, orally and in writing and you possess strong critical thinking and active listening skills.<br>• Serving as an event project manager, creating timelines, coordinating planning meetings, leading working teams, collaborating with business partners (ie. sales, relationship management, product, marketing) to drive toward deliverables, and keeping partners informed.<br>• Collaborating with senior management and colleagues regarding event strategy, objectives and program goals; making recommendations to achieve maximum impact for minimal spend.<br>• Collaborating with the marketing, communications and product groups to ensure appropriateness of branding, including presentation content.<br>• Crafting engaging relevant event experiences that resonate with attending audiences and achieve key business objectives for internal and external audiences, including new and existing clients.<br>• Playing an integral role in all agenda content development and work with speakers on all logistical items.<br>• Developing success measures and evaluate all major events against objectives, recommending areas for improvement.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>The dynamic Meetings and Events team collaborate with business partners on the planning, budgeting, and design of all internal and client events. The team manages over 1000 events a year with a focus on creating seamless and memorable experiences that support business and firm-wide objectives.</p><h3>Certifications:</h3><h3>Category:</h3>Event Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</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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