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Client Service Representative Quality Team Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Charitable Planning Associate to work in Westlake, TX. The primary goal of the Quality Specialist is to ensure the accuracy and completion of all transactions processed by the Fidelity Charitable Service Delivery team. This role will support Service Delivery in its mission to improve processes, measure capability, and drive performance. The Expertise We’re Looking For <ul> <li>Bachelor’s degree or equivalent experience in a related field </li><li>1-2 years of work experience, including demonstrated success working in a fast-paced environment </li><li>Financial Services experience preferred </li><li>Experience within the quality field </li><li>Understanding of analytical tools for process improvement; Six Sigma and Lean </li></ul> The Purpose of Your Role In this role, you will be part of the Service Delivery team and support the execution of Fidelity Charitable’s operations strategy. This position exists to mitigate risk, create efficiencies and provide quality analysis to our operations teams. The primary role is to identify errors in daily processing and analyze available data to prevent future errors from occurring. The Skills You Bring Your ability to be a self-starter with a high degree of ownership and accountability for results, and ability to take initiative, learn quickly and think independently will enable Service Delivery to reduce risk and enhance the customer experience. Your flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events and seasonal demands. Your strong communication and interpersonal skills will drive collaboration with internal and external business partners to help create and implement solutions. Your attention to detail and inquisitive nature will be key in helping you problem solve. The Value You Deliver <ul> <li>Review transactions and work items to determine accuracy. Ability to code and concisely capture the details regarding the review to enable trending and further analysis. </li><li>Apply the appropriate business tools to identify and gather samples as outlined in Quality Management plan. </li><li>Perform testing of samples using the appropriate business rules to ensure completion and accuracy. </li><li>Collaborate with other quality specialists to ensure daily completion of audits per SLA requirements. </li><li>Proactively look for opportunities to improve Fidelity Charitable’s operational capabilities and performance; and stay abreast of internal and external operational developments and best-in-class capabilities. </li><li>Develop and maintain strong and effective relationships with internal and external business partners upon which Fidelity Charitable relies to complete its work. </li><li>Provide feedback as directed to assist with root cause identification. </li><li>Identify gaps in business partner organization’s policies and procedures based on assigned predefined audit points. </li><li>Share new insights or realized trends with analysts and peers. </li></ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

Fidelity TalentSource

Client Service Representative

The Role As a member of the Transfer of Assets Receives Team, you will be responsible for facilitating the movement of assets into Fidelity accounts by analyzing account details and resolving issues for complex transactions. Within this role, you will interact with many different groups in Fidelity and throughout the Financial Services industry. These accounts may include mutual fund and brokerage accounts, as well as retirement and non-retirement accounts for Retail, Correspondent, and Advisor Clients. Responsibilities include: <ul> <li>Delivering highly efficient transaction processing </li><li>Establishing relationships with numerous teams within Fidelity in order to service our clients while supporting divisional business needs and maintaining a “client first” mentality </li><li>Delivering superior results quickly and efficiently, utilizing effective time management skills </li><li>Driving innovation through curiosity and comprehensive understanding of business processes and challenges </li><li>Maintaining a daily workflow, while gaining industry knowledge and building a professional skill set </li></ul> The Expertise and Skills You Bring <ul> <li>College degree or 2 years of work-related experience </li><li>One or more years customer service and processing experience recommended </li><li>Excellent interpersonal and leadership skills. </li><li>Deliver superior service to all of our clients by processing their requests in an accurate and timely manner </li><li>Analytical skills will ensure satisfactory problem resolution for our clients and deliver solutions to complex challenges. </li><li>Grow and succeed through feedback and instruction </li><li>Great organization and time management skills </li><li>Effective written and verbal communication will assist business partners and customers when requests are not in good order </li><li>Take the initiative to learn new functions and engage in inter-departmental training </li><li>Identify opportunities to develop new procedures on an on-going basis to enhance the documentation process </li><li>Use multiple systems to analyze transactions </li><li>Collaborate to develop an excellent work environment </li></ul> The Team Members of this group obtain an essential understanding of the financial services industry. These associates work in Fidelity’s Operations and Services Group (OSG), supporting our major lines of business including Personal Investing, Fidelity Institutional, and National Financial Services. You will work closely with contra firms, including bank and insurance companies and brokerage firms, to determine the statuses of incoming transfers. The team is the voice of the customer and is dedicated to facilitating and completing the transfers with the highest level of quality and excellence.

Brokerage Operations Representative

<h3>Job Description:</h3>The Role We have an exciting sales opportunity in San Francisco (or Silicon Valley area) working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include:<ul><li>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</li><li>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</li><li>The territory is currently constructed to cover both Broker/Dealer and RIA Representatives in the San Francisco and Silicon Valley Markets .</li><li>You would be required to live and work from home in the designated territory while engaging in face-to-face interactions with our clients.</li></ul> The Expertise and Skills You Bring<ul><li>Bachelor’s Degree required</li><li>Series 7 and 63 required</li><li>CIMA or CFA desired</li><li>Passion for the financial or investment management industry</li><li>5 years of field sales experience, working within Financial Services Industry highly preferred</li><li>Outstanding communication, negotiation, decision making and multi-tasking abilities</li><li>Ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</li><li>Ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</li><li>Excellent interpersonal skills that translate into a positive client experience</li><li>Passion for sales and the ability to uncover and qualify new opportunities</li><li>Commitment to constant self-improvement and exhibit a competitive drive</li><li>Ability to thrive in our fast-paced environment and enjoy being part of a strong team</li><li>High aptitude to learn new things quickly and adapt to new situations</li><li>Effective consultative sales and presentation skills</li></ul>Note: Fidelity is not providing immigration sponsorship for this position ​The TeamAs a Regional Director your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.Must live in the territory.The base salary range for this position is $70,000 - $175,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Regional Director/ External Wholesaler(San Francisco / Silicon Valley)

<h3>Job Description:</h3><h3>Planning Consultant</h3>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.<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>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!<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>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><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 $70,000 - $105,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant - Mission Viejo, CA

<h3>Job Description:</h3><h3>Planning Consultant</h3>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.<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>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!<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>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><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 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Planning Consultant - Fairfield, CT

<h3>Job Description:</h3>The PositionThe Workplace Investing Risk Manager supports general risk oversight for the Workplace Investing. You will support businesses within Workplace Investing across different products and programs by efficiently and effectively assessing and documenting risks and controls through proactive risk assessments and readiness assessments. In addition to proactive risk assessments and readiness assessments there be strong focus on managing risk incidents, including the use of qualitative and quantitative measures to determine control effectiveness and identifying areas to strengthen controls to prevent risk.This role will analyze data and controls to identify and measure risks, perform targeted risk assessments, and use data visualization tools to aid identification of Workplace Investing risk. To successfully execute these responsibilities, the candidate will have experience managing projects and using influencing skills to achieve goals. The ideal candidate will have a demonstrated commitment and passion for risk management and will be a critical thinker with strong analytical skills who is able to prioritize and manage multiple projects and deliver high-quality work. This role requires someone who is hard working, results oriented and eager to learn. Prior Workplace Investing experience in Operational roles is preferred.Job Profile SummaryProvides independent and objective risk management services, builds and sustains effective work relationships with stakeholders, and enhances business performance through effective and efficient risk identification, mitigation, and proactive management. They drive team objectives through:<ul><li>Independently leading and overseeing complex projects, risk program activities, such as the timely completion of high-quality risk assessments and control testing.</li><li>Leading team projects, risk programs, and participating in cross-BU initiatives.</li><li>Partnering with Business Unit leaders to prioritize initiatives and remediation efforts as needed</li><li>Focusing on process improvement and increased usage of data analytics and automation</li><li>Deepening business domain knowledge and expanding scope to support new products and initiatives.</li><li>Building relationship with business partners.</li></ul>Responsibilities<ul><li>Apply deep knowledge of Fidelity’s Risk Management framework.</li><li>Work with business partners to identify, refine, and document risks &amp; controls</li><li>Coordinate efforts with Technology &amp; Product agile teams and oversee risk tool work through testing and implementation.</li><li>Provide daily support and complex problem resolution management for Business Units</li><li>Provide guidance to team members</li><li>Proactively address concerns or roadblocks during assessments.</li><li>Create and present regular and ad hoc status reports, dashboards, and Business-specific metrics</li><li>Review, analyze, and recommend monitoring routines and KRIs as needed</li></ul>The Skills You Bring<ul><li>You demonstrate risk management knowledge and experience, including risk assessment and control evaluation</li><li>You demonstrate data analytics skills with experience with data analytics tools</li><li>You communicate clearly, concisely, and have the ability to influence others via written and/or verbal communication</li><li>You can demonstrate critical thinking and approach work with an objective point of view</li><li>You are comfortable working in a fast-paced environment and owning multiple initiatives simultaneously and show the ability to shift focus as needed based on the changing risk environment</li></ul>The Expertise You Have<ul><li>Bachelor’s degree preferred</li><li>Prior 10+ years of relevant experience in financial services, risk management, audit, or compliance</li><li>Deep understanding of risks and controls, ability to develop frameworks and standards, and document strong control statements</li><li>Strong knowledge of various risk programs, risk management practices and frameworks</li><li>Leader with ability to navigate and influence across the organization</li><li>Strong analytical and problem-solving skills evidencing the ability to think and act strategically</li><li>Data Analytics technical skills such as high proficiency with Excel, Power BI, Alteryx, etc..</li><li>Shown success in collaborative leadership and working with executive leaders and internal business partners</li><li>Excellent communication skills, including creating PowerPoint presentations and taking large volumes and/or complex information and presenting is a way that is easy to understand </li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamWorkplace Investing Risk, part of Fidelity’s Legal, Compliance and Risk organization (LRC) provides direction to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, clients, and associates. To execute this goal, the WI Risk Team is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in improving their controls and processes. Additionally, the team is involved with escalation and oversight of incidents occurring within WI and ensuring appropriate remediation efforts have been documented and completed.<h3>Certifications:</h3><h3>Category:</h3>RiskMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Risk Manager

<h3>Job Description:</h3>The RoleDirector, Asset Management Risk – Resiliency &amp; Operational Risk StrategyA strategic leadership role shaping the resiliency, governance, and risk posture of Fidelity’s global Asset Management organization.We are seeking a Director of Asset Management Risk to lead a critical and highly visible function responsible for advancing the resiliency, continuity, and operational risk capabilities across Fidelity’s Asset Management (AM) business. This is a unique opportunity for a seasoned risk leader to influence enterprise‑wide strategy, elevate risk maturity, and guide the organization through a complex and rapidly evolving risk landscape.In this role, you will bring thought leadership, strategic insight, and strong collaboration skills to help the organization anticipate risks, strengthen controls, and enhance preparedness for business and technology disruptions. You’ll work across trading, technology, operations, investment teams, and enterprise partners—positioning this role at the center of AM’s operational and strategic ecosystem.The OpportunityAs Director, you will:<ul><li>Set direction for AM’s resiliency and continuity strategy, ensuring alignment with enterprise standards while tailoring approaches to the unique needs of our global investment business.</li><li>Provide senior‑level risk advisory support on assessments, governance, issue escalation, program enhancements, and emerging threat analysis.</li><li>Lead a disciplined approach to continuity planning, crisis readiness, and recovery strategy, ensuring AM is positioned to operate effectively during and after disruptive events.</li><li>Oversee testing and validation of AM’s technology and vendor resiliency programs, partnering closely with Fidelity’s enterprise technology teams.</li><li>Direct the review and governance of information barriers and control frameworks across business units.</li><li>Drive a data‑driven approach to risk identification and decision‑making through automated workflows, dashboards, predictive analytics, and leading risk indicators.</li><li>Represent AM Risk in enterprise working groups, governance forums, and key senior‑leadership discussions.</li></ul>This role offers substantial exposure to senior executives, opportunities to influence enterprise risk posture, and the ability to shape the long‑term resiliency and operational strategy for the Asset Management business.What Makes This Role Exciting<ul><li>Enterprise Impact: Your strategies will directly influence how Asset Management prepares for, responds to, and recovers from operational and technology risks.</li><li>Strategic Leadership: You’ll shape the future of resiliency practices and advance AM’s operational risk maturity.</li><li>Cross‑Functional Influence: You’ll work across the entire business—trading, technology, operations, investments, data analytics, compliance, and enterprise partners.</li><li>Innovation Opportunity: Drive adoption of advanced analytics, automation, and modern resiliency engineering practices, including cloud‑based (AWS) resiliency.</li><li>Executive Visibility: Present insights, recommendations, and risk intelligence to senior leaders across AM and the enterprise.</li><li>Career Acceleration: This role positions you as a trusted advisor, thought leader, and enterprise‑wide influencer in a domain that is increasingly critical to financial services.</li></ul>The Expertise You Bring<ul><li>Bachelor’s degree preferred</li><li>Extensive experience in operational risk, business resiliency, technology risk, or related leadership roles</li><li>Strong command of data analysis</li><li>Deep understanding of continuity planning, technology recovery, and cloud resiliency practices</li><li>Experience advising senior leaders and influencing risk‑related decisions</li><li>Familiarity with Asset Management or Investment Management tech and operations</li></ul>The Skills You Bring<ul><li>Proven leadership experience driving risk or resiliency programs at scale</li><li>Ability to translate complex risks into actionable insights for senior leaders</li><li>Excellence in executive‑level communication, presentation, and stakeholder engagement</li><li>Ability to build consensus and influence across diverse business and tech teams</li><li>Strong project and program management discipline</li><li>Demonstrated ability to design metrics, dashboards, and leading indicators that inform strategic decisions</li><li>Strong judgment, critical thinking, and problem‑solving skills in time‑sensitive environments</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamAsset Management Risk provides strategic direction and risk intelligence to leaders across Fidelity’s AM business. We proactively identify, analyze, and monitor risks to safeguard the interests of the firm, clients, and associates. By partnering with business and technology leaders, we strengthen controls, streamline processes, and elevate the resiliency and stability of the organization. As a director on our team, you will play a key leadership role in driving a more resilient and risk‑aware Asset Management organization.The base salary range for this position is $110,000-222,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Risk

Director, Risk

<h3>Job Description:</h3>The GroupQuantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s fundamental investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.The RoleAs member of this team, you will be developing alpha signals and risk models from end-to-end (from raw data to live strategies/portfolios). You will leverage standard and advanced tools from econometrics, statistics, stochastic calculus, machine learning, network graph analysis, etc. to pursue applications mostly for quant equities but likely with some exposure to quant credit and cross-asset strategies. This effort will create opportunities for Fidelity to utilize large volumes of structured, unstructured, alternative, and market data to develop new and proprietary sources of alpha to drive growth for the firm across our equity and fixed income strategies. You will engage in data exploration, modeling, and research to craft novel sources of alpha and new measures of risk and while strengthening our existing quant platform, and investment and research capabilities. This individual will be a hands-on contributor and be part of a nimble and high impact team that is developing differentiated strategies.The Value You Deliver<ul><li>Develop quant methodologies that leverage variety of data sources</li><li>Contribute innovative ideas and execute on them within our research process</li><li>Work closely with other team members to support ongoing research efforts</li><li>Develop trading strategies from idea generation, testing, all the way to production</li><li>Contribute to our quant research platform effort</li><li>Contribute to the broader training and development of an elite quantitative and data driven research and investment team</li><li>Help craft the overall research and development agenda</li></ul>Education and Experience<ul><li>5+ years of relevant work experience in a quantitative asset management role</li><li>PhD in a quantitative field of finance/economics or in statistics, applied mathematics, physics, computer science, engineering, or a closely related field is required</li><li>Alternatively, a master’s or equivalent advanced degree in aforementioned fields but with 8+ years of relevant work experience in a quantitative asset management role</li><li>Experience in developing alpha signals, risk models and investing strategies</li><li>Experience in wrangling with large structured and unstructured data in an efficient and scalable manner</li><li>Experience in leveraging LLMs/GenAI as part of day-to-day research &amp; development and as building block for quant models</li><li>Strong background in quantitative investing</li><li>Passion for the market</li><li>Ability to write and deploy robust production-quality code is required</li><li>Experience in deploying network graph technologies and/or techniques in live investment strategies is required</li><li>Experience in equity, fixed Income, derivatives (multi-asset class experience) is required</li><li>Experience in delivering automated end-to-end workflows (from raw data to optimized portfolio)</li></ul>The Skills You Bring<ul><li>Thorough understanding and ability to drive the quantitative process across its lifecycle from idea generation, development, testing and production</li><li>Ability to clearly communicate and explain complex topics, share ideas, initiate and bring to fruition collaborative efforts across investment divisions</li><li>Outstanding hands-on research skills including data exploration, model development and evaluation, training, validation, and deployment at scale</li><li>Collaborative, creative and team-oriented approach to research, investing and technology</li><li>Excellent programming skills with Python and SQL</li><li>Ability to work with large, unstructured datasets and modern (cloud-based) technologies e.g. Snowflake (SQL), S3, Docker etc.</li></ul>The base salary range for this position is $150,000 - $250,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Quantitative Researcher

<h3>Job Description:</h3>If you have a passion for doing what’s right for the client and you want to work in a dynamic, client-focused environment where you can grow your leadership skills while developing others, then consider joining the Fidelity branch management team. In this role, you will partner with the Vice President, Branch Leader to lead a team of successful licensed associates in one of our 200 investor centers across the country. By embracing our care standards, you will help clients achieve their planning goals, associates create a career and life they are proud of, and Fidelity grow throughout your community.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial services and planning</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 (or 63/65) are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul>The Purpose of Your RoleIn this role, you will hone your leadership skills while providing support to the aligned Vice-President, Branch Leader. Your ability to foster the connection of our people to Fidelity’s mission is imperative. You will enable the development of branch associates through training, mentorship and motivation, allowing them to maximize their potential and prioritize the growth of their planning expertise and, ultimately, help more people. The Skills You Bring<ul><li>You are an effective community builder, taking a collaborative approach to problem solving while leveraging resources and stakeholder expertise</li><li>With your professional demeanor and excellent interpersonal skills, you have a natural ability to influence and enhance the skills of others</li><li>You’re able to coach others to their full potential, providing them ongoing support and encouraging the achievement of their career aspirations</li><li>You have a positive attitude and a strong work ethic, enabling you to easily foster relationships with clients, as well as internal associates</li><li>You help your associates identify what is needed for them to achieve their goals and you hold them accountable through inspiring and aligned conversations</li><li>You have a keen knowledge of compliance and regulatory guidelines and you motivate others to work with a high level of integrity</li></ul><h3>The Value You Deliver</h3>This member of branch management will:<ul><li>Support the VP, Branch Leader in building a strong team who can deliver results while ensuring the highest levels of client satisfaction</li><li>Connect our people to our mission, applying timeless leadership principles to help every associate perform at, or above, their full potential</li><li>Build a culture of trust through compelling communication, collaboration and coaching</li><li>Uphold team commitments through supportive accountability, regular and individualized one-on-one conversations</li><li>Implement national initiatives and cultivate business through in-branch client contact, local marketing, educational seminars and client appreciation</li><li>Oversee operational activities, including supervision of local risk and compliance issues and client concerns</li></ul>How Your Work Impacts the Organization If your dreams are to run your own investor center, this role is your first step. You’ll learn firsthand how to lead a successful and compliant office, and most importantly, you’ll be creating the culture that ensures every client receives the experience they deserve and every associate maximizes their potential.<h3>Certifications:</h3><h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Branch Leader - West Hartford, CT

<h3>Job Description:</h3>The RoleThe Director, Asset Management Compliance Program and Sub-adviser Oversight, will play a key role in supporting the build out of new compliance programs, overseeing various program requirements, including mutual fund, institutional adviser, and NFA/CFTC compliance, as well as performing ongoing oversight of Board approved sub-advisers. You will interact with compliance leaders within Asset Management and across the firm to ensure program requirements are carried out appropriately. This exciting and varied role allows you to use your communication, organization, and critical thinking skills to manage day-to-day deliverables of the fund and adviser compliance programs while evaluating the impact of regulatory and business changes and implementing program enhancements. The Expertise and Skills You Bring<ul><li>Bachelor’s degree or equivalent</li><li>Strong compliance, risk, and/or regulatory experience in the financial services industry</li></ul><ul><li>Typically, 10+ years industry-related experience</li><li>Strong understanding of asset management laws and regulations, including investment company, investment adviser businesses, and commodities rules as well as knowledge of industry practices relating to alternative investments or digital assets.</li></ul><ul><li>Broad familiarity with Fidelity’s Asset Management business and fund service providers across the firm</li><li>Ability to understand complex issues and compliance requirements and to provide clear and concise explanations in written and verbal communications, including to senior members of Fidelity</li></ul><ul><li>Proven time and project management skills</li><li>Outstanding organizational skills and people and program management while also contributing a high volume of individual work</li><li>Driven to evaluate opportunities for process improvements through technology and other creative solutions</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Value You Deliver Drive regulatory compliance for Fidelity’s asset management business by overseeing key service providers, providing guidance on program elements, and providing support and reporting to chief compliance officers and fund boards.The TeamAsset Management Compliance ('AMC') works closely with Fidelity’s investment teams across all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about delivering sound guidance and creative solutions in a timely and adaptable manner to support Asset Management in delivering the best customer experience in the financial services industry.The base salary range for this position is $103,000-211,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Compliance

805 Project Management / Professional Services Full Time Jobs