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<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>The base salary range for this position is $55,000 - $75,000 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 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Financial Consultant - Schaumburg, IL

<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 63 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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<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>

Financial Representative - Sugar Land, TX

Financial Representative - Houston, TX (Highland Village)

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>If you are dynamic, able to drive transformation, and thrive on managing key relationships, this <strong>Director, Enterprise Technology (ET) Vendor Data Strategy role</strong> may be just what you are looking for!</p><p>Fidelity’s ET organization is seeking a data-driven leader to define and execute the vendor data strategy across our technology ecosystem. This role will be responsible for developing a unified data framework that supports vendor performance analytics, strategic planning, and operational transparency. The ideal candidate will bring expertise in data architecture, analytics, and governance, with a strong understanding of enterprise technology and vendor ecosystems.</p><p>In this role, you will:</p><p>· Develop and lead the vendor data strategy, ensuring alignment with ET’s strategic goals and enterprise data standards.</p><p>· Design and maintain data models and dashboards that provide actionable insights into vendor performance, spend, risk, and pipeline health.</p><p>· Partner with vendor managers, technology leaders, and enterprise data teams to ensure consistent data definitions, sources, and reporting standards.</p><p>· Establish data governance practices for vendor-related data, including quality controls, metadata management, and compliance with regulatory requirements.</p><p>· Support strategic vendor initiatives by providing data-driven analysis for sourcing decisions, renewals, and performance reviews.</p><p>· Enable predictive analytics and scenario modeling to support vendor planning and risk mitigation.</p><p>· Integrate data from multiple systems (e.g., ServiceNow, Ariba, Tableau, internal financial systems) to create a unified vendor intelligence platform.</p><p>· Collaborate with the Enterprise Vendor Management team to ensure consistency in reporting and alignment with enterprise-wide vendor strategy.</p><p>· Drive continuous improvement in data processes, tools, and automation to enhance decision-making and operational efficiency.</p><p><strong>The Value You Deliver</strong></p><p>· Ensure vendor compliance with Fidelity policies, procedures, and standards</p><p>· Oversee, measure, and report vendor performance relative to contracted expectations, including matrixed responsibilities for supplier management activities in Risk Management, Supply Management, and Legal</p><p>· Lead assessment of vendor risk and monitor vendor financial viability, resiliency, and management stability</p><p>· Drive continuous improvement with all key suppliers through effective project lifecycle management and business process engineering efforts</p><p><strong>The Expertise and Skills You Bring</strong></p><p>· Bachelor’s degree in Data Science, Information Systems, Computer Science, Business, or related field; advanced degree or certification in data analytics preferred.</p><p>· 10+ years of experience in data strategy, analytics, or technology operations, preferably in a vendor management or enterprise technology context.</p><p>· Strong understanding of data architecture, governance, and visualization tools (e.g., Tableau, Power BI, SQL, Python).</p><p>· Experience working with vendor management systems and enterprise platforms (e.g., ServiceNow, Ariba, SAP).</p><p>· Proven ability to translate complex data into strategic insights and executive-level reporting.</p><p>· Excellent collaboration and communication skills, with the ability to influence across technical and business teams.</p><p><strong> Note: </strong>Fidelity is not providing immigration sponsorship for this position.</p><p><strong>The Team</strong></p><p>The mission of our ET Vendor Management organization is to drive performance, efficiency, and value from the most strategic supplier relationships within the Enterprise Technology businesses we support. We are seeking a dynamic individual with strong program management skills to contribute to business profitability through supplier related financial improvements, proactively identifying and mitigating vendor risk, and driving flawless vendor execution, efficiency and 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>

Director, Enterprise Technology Vendor Data Strategy

<h3>Job Description:</h3><p>The Role</p><p>The COE team builds and maintains tools for Fidelity’s 401(k) compliance services, including nondiscrimination testing, Form 5500, annual reporting, and contribution allocation services. We coordinate with clients to support them in annual 401(k) plan administration. We document, prioritize, and test stories for agile development by partners in WI Technology. Setup functional and regression testing, and communicate the results of system installs to our partners. We coordinate monthly reconciliation, set-up, launching and monitoring of more than 125,000 reporting campaigns. Sprint and Quarterly development planning, communication with business leadership, and ongoing monitoring and communication of status. Mitigate risk with incident management and install validation. We partner across various business units on modernization efforts in Communications, Process, and Technology.</p><p>The Expertise and Skills You Bring</p><ul><li><p>401(k) Nondiscrimination testing (NDT), Form 5500, or annual reporting expertise required</p></li><li><p>Bachelor’s Degree or equivalent experience</p></li><li><p>Experience working with program and project management</p></li><li><p>Experience with technology development lifecycles (Waterfall, Agile, Scrum)</p></li><li><p>Risk mitigation and analytical skills</p></li><li><p>Current ASPPA designation preferred</p></li><li><p>Experience with compiling and analyzing data preferred (examples: Excel, Power BI, SQL, Tableau)</p></li><li><p>Knowledge of NDT, Form 5500, annual audit, and 401(k) plan design</p></li><li><p>Ability to understand and apply regulatory updates such as SECURE Act to systems and procedures</p></li><li><p>Ability to develop business requirements for annual updates to NDT, Form 5500, and annual reporting systems</p></li><li><p>Experience with test case design and execution a plus</p></li><li><p>Lead projects and coordinate project contributors</p></li><li><p>Ability to summarize and clearly articulate complex issues, summarize key points, and communicate findings</p></li><li><p>Highly organized, detail oriented with outstanding follow-through</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p>The Team</p><p>Testing and Reporting Services (TRS) provides annual reporting and other services to more than 25,000 plan sponsors at Fidelity Investments. TRS’ services span several work streams: Plan Year End Summary (PYES), Form 5500, Employer Calculations &amp; Additional Testing (ECATs), Nondiscrimination Testing (NDT), and Customer Service. TRS produces more than 125,000 annual reporting campaigns which are provided electronically via our highly secure client portal – Plan Sponsor Webstation (PSW). This suite of reporting is the underpinning for our plan sponsor’s annual compliance related activity. Services we provide are provided to clients’ auditors and to governmental agencies such as the Department of Labor (DOL) or Internal Revenue Service (IRS). Our team manages Service Level Agreements and regulatory deadlines that must be met in order to avoid penalties and to maintain client satisfaction.</p><p>The TRS Center of Excellence (COE) team is a group of experienced analysts, project managers, and compliance experts who work with teams across TRS and Fidelity Workplace Investing on modernization efforts in Process and Technology.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance<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>

401K Compliance Project Manager

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship 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>

Planning Consultant - Durham, NC

<h3>Job Description:</h3><p><strong>Role</strong></p><p>The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.<br> </p><p><strong>The Expertise and Skills We’re Looking For</strong></p><ul><li>College degree preferred or equivalent work-related experience.</li><li>Series 7 &amp; 63 required.</li><li>8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.</li><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time management skills and attention to detail.</li><li>You have demonstrated problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.</li><li>Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.</li><li>Building client relationship to highest level of decision makers.</li><li>Planning and conducting effective in-person and/or phone meetings.</li><li>Makes thorough plans and preparations for client meetings.</li><li>Properly planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings.</li><li>Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.</li><li>The MD is expected to own the client relationships for which they are accountable.</li><li>This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery.<br><br> </li></ul><p><strong>Team</strong></p><p>The Managing Director focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship 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>

Director, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><h3>Wealth Planner</h3><p>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.</p><p>The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3><p>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.</p><h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3><p>You are helping families grow, manage, and protect their assets by:</p><ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3><p>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.</p>The base salary range for this position is $115,000 - $200,000 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>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Wealth Planner, Seattle, WA

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>The Fidelity Private Shares is a trusted partner to high-growth private companies, we are poised for our next phase of expansion and are seeking a dynamic Sales Leader to drive our sales team to new heights. The team supports the innovation economy through a market leading equity administration platform. We offer solutions and capabilities that support private companies, their employees, and community stakeholders during the entire corporate lifecycle. </p><p>The Sales Leader for Fidelity Private Shares will be responsible for leading and scaling our sales organization, including Account Executives (AEs) and Business Development Representatives (BDRs), to drive revenue growth and market penetration. This role will be pivotal in shaping the sales strategy, fostering a high-performance culture, and building strong relationships with private companies seeking best-in-class cap table and equity administration solutions. The ideal candidate is a proven sales leader with a track record of success in B2B SaaS or fintech, a passion for leading teams, and the ability to navigate complex sales cycles with C-suite stakeholders. Primary responsibilities include:</p><ul><li><p><strong>Sales Strategy &amp; Execution:</strong> Develop and implement a comprehensive sales strategy to achieve revenue targets and expand market share in the VC backed private company sector.</p></li><li><p><strong>Team Leadership:</strong> Lead, mentor, and inspire a team of Account Executives and Business Development Representatives, fostering a culture of accountability, collaboration, and continuous improvement.</p></li><li><p><strong>Performance Metrics:</strong> Refine and track KPIs to measure team performance, optimize sales processes, and drive operational efficiency.</p></li><li><p><strong>Pipeline Management:</strong> Oversee the sales pipeline, ensuring consistent lead generation, qualification, and deal closure while maintaining accurate forecasting and reporting.</p></li><li><p><strong>Cross-Functional Collaboration</strong>: Partner with marketing, product, and customer success teams to align go-to-market strategies, enhance product offerings, and ensure a seamless customer experience.</p></li><li><p><strong>Market Expansion:</strong> Identify new market opportunities, refine ideal customer profiles, and drive targeted outreach to high-growth private companies.</p></li><li><p><strong>Industry Expertise</strong>: Stay informed on trends in private company equity management and venture capital space to position Fidelity Private Shares as a thought leader.</p></li></ul><p><strong>The Expertise We’re Looking for and The Skills You Bring</strong> </p><ul><li><p>Bachelor’s degree in business, Finance, or a related field</p></li><li><p>8+ years of B2B sales experience, with at least 3-5 years in a sales leadership role managing AEs and BDRs, preferably in SaaS, fintech, or financial services.</p></li><li><p>Proven Track Record: Demonstrated success in scaling sales teams and driving significant revenue growth in a high-growth environment.</p></li><li><p><strong>Industry Knowledge:</strong> Familiarity with cap table management, equity administration, or related financial services for private companies is a strong plus.</p></li><li><p><strong>Leadership Skills:</strong> Exceptional ability to motivate and develop high-performing teams, with a focus on coaching and professional growth.</p></li><li><p><strong>Strategic Mindset:</strong> Ability to craft and execute sales strategies that align with company goals and adapt to market dynamics.</p></li><li><p><strong>Communication:</strong> Excellent verbal and written communication skills, with the ability to articulate value propositions clearly and persuasively.</p></li><li><p><strong>Analytical Acumen:</strong> Proficiency in CRM tools (e.g., Hubspot), sales forecasting, and data-driven decision-making.</p></li><li><p><strong>Customer-Centric Approach:</strong> Strong relationship-building skills with experience engaging C-level executives in complex sales cycles.</p></li></ul><p><br> </p><p><strong>The Team</strong> </p><h3>Fidelity is a leader in the equity administration space. We enable builders and operators from start-ups to fortune 500 companies to seamlessly manage their equity and empower their workforce through Fidelity’s robust financial wellness offerings. </h3><h3>We have been a leader in servicing public companies for their equity administration needs for two decades have expanded our offering of first-class services/solutions to service private companies and the start-up ecosystem.</h3>The base salary range for this position is $112,000-$255,000 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>Sales

Vice President of Sales - Fidelity Private Shares

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>If you are dynamic, able to drive transformation, and thrive on managing key relationships, this <strong>Senior Manager, Enterprise Technology (ET) Vendor Data Strategy role </strong>may be just what you are looking for! </p><p>Fidelity’s ET organization is seeking a highly analytical and collaborative Senior Manager to lead the execution of our vendor data strategy. </p><p>This role will be responsible for building and managing the data infrastructure, reporting capabilities, and analytics that support vendor performance, risk, and strategic planning. The ideal candidate will have a strong background in data management, enterprise technology, and vendor ecosystems, with the ability to translate data into actionable insights for senior stakeholders. </p><p><strong>In this role, you will: </strong></p><p>- Develop and lead the vendor data strategy, ensuring alignment with ET’s strategic goals and enterprise data standards. </p><p>- Design and maintain data models and dashboards that provide actionable insights into vendor performance, spend, risk, and pipeline health. </p><p>- Partner with vendor managers, technology leaders, and enterprise data teams to ensure consistent data definitions, sources, and reporting standards. </p><p>- Establish data governance practices for vendor-related data, including quality controls, metadata management, and compliance with regulatory requirements. </p><p>- Support strategic vendor initiatives by providing data-driven analysis for sourcing decisions, renewals, and performance reviews. </p><p>- Enable predictive analytics and scenario modeling to support vendor planning and risk mitigation. </p><p>- Integrate data from multiple systems (e.g., ServiceNow, Ariba, Tableau, internal financial systems) to create a unified vendor intelligence platform. </p><p>- Collaborate with the Enterprise Vendor Management team to ensure consistency in reporting and alignment with enterprise-wide vendor strategy. </p><p>- Drive continuous improvement in data processes, tools, and automation to enhance decision-making and operational efficiency. </p><p><strong>The Value You Deliver </strong></p><p>- Ensure vendor compliance with Fidelity policies, procedures, and standards </p><p>- Oversee, measure, and report vendor performance relative to contracted expectations; including matrixed responsibilities for supplier management activities in Risk Management, Supply Management, and Legal </p><p>- Lead assessment of vendor risk and monitor vendor financial viability, resiliency, and management stability </p><p>- Drive continuous improvement with all key suppliers through effective project lifecycle management and business process engineering efforts </p><p><strong>The Expertise and Skills You Bring </strong></p><p>- Bachelor’s degree in Data Science, Information Systems, Business, or related field; advanced degree or certification in data analytics preferred. </p><p>- 7+ years of experience in data strategy, analytics, or technology operations, preferably in a vendor management or enterprise technology context. </p><p>- Strong understanding of data architecture, governance, and visualization tools (e.g., Tableau, Power BI, SQL, Python). </p><p>- Experience working with vendor management systems and enterprise platforms (e.g., ServiceNow, Ariba, SAP). </p><p>- Proven ability to translate complex data into strategic insights and executive-level reporting. </p><p>- Excellent collaboration and communication skills, with the ability to influence across technical and business teams. </p><p><strong> Note: </strong>Fidelity is not providing immigration sponsorship for this position.</p><p></p><p><strong>The Team </strong></p><p>The mission of our ET Vendor Management organization is to drive performance, efficiency, and value from the most strategic supplier relationships within the Enterprise Technology businesses we support. We are seeking a dynamic individual with strong program management skills to contribute to business profitability through supplier related financial improvements, proactively identifying and mitigating vendor risk, and driving flawless vendor execution, efficiency and 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>

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