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<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Are you passionate about shaping the future of ETFs in a rapidly evolving digital investment landscape? Fidelity is seeking a strategic and innovative leader to own and advance the ETF product strategy across our brokerage business, ensuring market differentiation and exceptional client experiences. This role offers a unique opportunity to influence how ETFs are positioned and delivered to millions of investors, collaborate across key business units, and engage directly with senior leaders and external partners.</p><ul><li>Lead the ETF product strategy for Fidelity’s digital channels, aligning with client needs, competitive trends, and business priorities.</li><li>Drive cross-functional collaboration with Asset Management, Wealth Management, and other internal stakeholders to ensure seamless execution and alignment.</li><li>Develop and refine product strategies, pricing models, and value propositions that differentiate Fidelity’s ETF offerings.</li><li>Serve as a subject matter expert on ETF operations and market dynamics, providing insights that shape digital experiences and drive business outcomes.</li><li>Monitor competitive, regulatory, and industry trends, ensuring our ETF strategy remains innovative and compliant.</li><li>Represent Fidelity with executive presence in internal and external forums, presenting data-driven insights with strategic recommendations to senior leaders.</li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Deep expertise in ETFs complimented by diversified products such as mutual funds and model portfolios.</li><li>Proven ability to manage complex stakeholder relationships across multiple business units.</li><li>Strong analytical and strategic thinking skills; ability to turn insights into actionable outcomes.</li><li>Comfort presenting to senior executives and external partners, with exceptional communication and influencing skills.</li><li>Curiosity and creativity to identify new ways to engage customers and deliver differentiated ETF solutions.</li><li>5+ years in financial services with a minimum of 3 years specializing in ETF strategy or comparable product development.</li><li>Bachelor’s degree required; Series 7 preferred.</li></ul><h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3><h3><strong>The Team</strong></h3><p>You’ll join a dynamic, growth-focused team dedicated to driving product innovation and the continued growth of our self-directed brokerage business. We work closely with Asset Management, Weal Management, FundsNetwork, and other partners to ensure Fidelity remains a leader in delivering diversified investment solutions that meet evolving investor needs.</p>The base salary range for this position is $110,000-222,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Product Management

Fidelity Investments

ETF Product Strategy Leader

<h3></h3><h3>Job Description:</h3><p><strong>This role is a REMOTE job, but does require you to currently live within 90 miles of the Greater Atlanta, GA area. </strong></p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li><p>Series 7 &amp; Series 63 licenses required, <strong>66 preferred</strong></p></li><li><p>Series 66 required within 90 days of hire</p></li><li><p>2+ years of experience in a customer service or sales role preferred</p></li><li><p>Knowledge of tax exempt retirement products and services highly desirable</p></li><li><p>Previous phone center experience preferred</p></li><li><p>Demonstrated ability to deliver exceptional customer results</p></li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.</p><p>The <strong>Skills</strong> You Bring</p><ul><li><p>Your comprehensive understanding of the current market, economy, &amp; economic trends</p></li><li><p>Your robust consultative, influencing and communication skills</p></li><li><p>Proven capability to be proactive and demonstrate initiative</p></li><li><p>Strong time management and prioritization skills</p></li><li><p>Your receptiveness to feedback and willingness to adapt to change</p></li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li><p>Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy</p></li><li><p>Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs</p></li><li><p>Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan</p></li><li><p>Leverage guidance offering and appropriate tools to assist customers with their retirement readiness</p></li><li><p>Applying consultative selling skills to customer interactions to identify suitable solutions and guidance while acquiring, retaining and developing assets</p></li><li><p>Understanding and articulating Fidelity Viewpoints to provide general education to clients</p></li><li><p>Identify opportunities to provide more complex guidance and partner with other Retirement Planner associates as appropriate</p></li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>The Retirement Planner provides education and support for our workplace participants. You’re tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You’re providing value to Fidelity in a variety of ways including increasing cash flow through increasing deferrals and driving crossover customers that creates Personal &amp; Workplace Investment flows.</p><p>CERTIFICATIONS:</p><p>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA (required within 90 days of hire)</p><p>COMPANY OVERVIEW</p><p>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.<br><br>Fidelity Investments is an equal opportunity employer.</p><h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3></h3><h3>Category:</h3><h3></h3>Sales<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>

Retirement Planner - Atlanta, GA

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

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

Investment Consultant  Franklin, TN

<h3></h3><h3>Job Description:</h3><p><strong>The Department</strong><br>Strategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity's retail and institutional distribution channels. For more than 25 years, SAI has specialized in asset allocation solutions, as well as crafting methodologies for many of Fidelity's investment planning tools to help investors reach their financial goals. With over $1 trillion in assets under management, the SAI team of investment professionals builds and manages asset allocation portfolios for over three million customer accounts.<br> </p><p><strong>The Position</strong><br><strong>Portfolio Analyst, Private Credit</strong><br><br>SAI has established a growing team to support the investment process and execution of private market investments across private equity, private credit, and real assets. This team will be supporting a new product offering enabling Fidelity SAI clients to access private market investments.</p><p>The Private Credit Portfolio Analyst will report to the Group Leader of Fundamental Model Management and work closely with the Private Credit Portfolio Manager to support investment decisions, financing, analytics, reporting, monitoring and executions of private credit investments. </p><p>From a day to day the role will include, but not limited to:</p><ul><li>Collaborate closely with the investment teams, finance specialists, tax, legal, and compliance to deliver finance support during investment, divestment, restructuring, and loan financing activities.</li><li>Manage line of credit and leverage facilities for private fund</li><li>Manage key financial controls for asset portfolios – i.e. cash management, expenses, and liquidity</li><li>Lead as deal execution point of contact with external and internal counterparties</li><li>Partner with operations team to fulfil all operational requirements, including liaising with banks on funding requirements</li><li>Oversee investment holdings, review periodic valuation and performance analytics</li><li>Use tools and business knowledge to continuously provide insightful information, reporting and analytics that evolve with changes in the business</li><li>Support ongoing and ad-hoc analyses</li><li>Identify gaps in current workflow and take a proactive approach to drive operational front-mid-back process improvements and efficiencies, and reduce operational risks</li></ul><p>This role provides an exciting opportunity to join a growing team designing the investment process, resources and platform.<br> </p><p><strong>The Expertise We’re Looking For</strong></p><ul><li>Bachelor’s Degree or equivalent experience required, MBA or CFA optional</li><li>Minimum of 3-5 years in the direct lending / private credit space</li><li>Knowledge of warehousing, finance, lines of credit, supporting deal teams as they originate, close and fund new direct lending transactions</li><li>Previous experience in negotiating and managing of credit arrangements for new business and renewals of existing credit arrangements</li><li>Proven ability to interact with, assess, and build relationships internally as well as externally, with investment teams, attorneys, banks, agents and other deal sources</li><li>Previous experience with deal closing, including credit agreement documentation and or other relevant legal documentation</li><li>Excellent communication skills (written and verbal) with an ability to clearly articulate relevant key learnings and insights</li><li>Self-starter with a willingness to be flexible and take on additional responsibilities depending on the needs of the business</li><li>Proven ability to work collaboratively in team environments</li><li>Strong proficiency in Microsoft Office</li></ul><p><strong>Location</strong></p><p>Boston, Massachusetts</p>The base salary range for this position is $90,000 - $175,000 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></h3><h3>Certifications:</h3><h3></h3><h3>Category:</h3><h3></h3>Investment Professionals

Portfolio Analyst, Private Credit

<h3></h3><h3>Job Description:</h3><p><strong>Director, Fixed Income Strategy</strong></p><p><strong>The Role </strong></p><p>This is a new position, reporting to the VP of Fixed Income Strategy and working alongside two other Directors of Fixed Income Strategy in Fidelity’s Brokerage Product and Offerings organization. One of the Director’s primary responsibilities upon joining will be in the development and curation of a defined set of bond cusips for their display on Fidelity.com and in ensuring their successful trading working with partners in Brokerage Products Delivery and Fidelity Capital Markets. In addition, the Director will work with the team’s Municipal Supervisory Principal (MSP) to gain an understanding of how Fidelity’s bond offering is compiled and monitored on a daily basis. The Director is expected to become proficient in performing and documenting the required inventory and trade reviews with the MSP, and independently over time.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Expertise and Skill You Bring</strong></p><ul><li>The work will involve creating and maintaining a database that will distill the bond offerings from our wider list of bond offerings by integrating multiple data sources and reference libraries.</li><li>Thorough developing an understanding of Fidelity’s fixed income brokerage business, the Director will be able to fully contribute to the team’s process of, competitor monitoring, idea-screening and evaluation, and in the prioritization of new product development proposals.</li><li>You will have the opportunity to work with internal Distribution, Research, and Delivery partners as well as outside vendors.</li><li>The range and scope of the work is broad, contributing at both an operational level with marketing and representative communications, and in contributing towards assessing future product development opportunities to grow our fixed income business.</li><li>Experience and a strong interest in investing, and in fixed income markets in particular.</li><li>Proficiency in data analysis, Excel or other database skills. Coding abilities a plus.</li><li>A passion for product development and to create software products that will be valued by customer and outshine those of Fidelity’s competitors.</li><li>Strong presentation skills.</li><li>A team player who enjoys a high degree of work autonomy while also being committed to becoming a reliable and accountable colleague.</li><li>A bachelor’s degree in economics, business, or STEM field. Advanced degrees a plus.</li><li>Series 7, 63 required or commitment to acquire withing 3-4 months in role.</li></ul><p><strong>The Team </strong></p><p>The Fixed Income Strategy team is responsible for ensuring the day to day operating capabilities of Fidelity’s individual bond &amp; CD brokerage offering, as well as setting the strategic direction for future product development. As such the team works closely with partners across Fidelity such as Brokerage Delivery, Brokerage Marketing, Fidelity Capital Markets, Procurement, as well as several Technology organizations across the Firm.</p><h3></h3><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3></h3><h3>Category:</h3><h3></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, Fixed Income Strategy

<h3>Job Description:</h3><p>The Director, Pension Benefit Consultant is the lead Defined Benefit specialist responsible for understanding and documenting our client’s DB Plan benefit calculation provisions and working with the internal Fidelity project team, including developers, data analysts, and project management, to test and deliver requirements and calculation engine to our ongoing operations team. This position works directly with clients.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><p><strong>The Team</strong></p><p>The Director, PBC’s expertise and work directly leads to correct and timely pension calculations being available for millions of DB Plan participants.</p><p>The Director, Pension Benefit Consultant uses their deep DB expertise to build a link between the client and internal Fidelity resources over which they carry DB knowledge. The Director, PBC is the go-to resource among the project team for all DB-specific matters and builds confidence with clients that Fidelity will operate their DB Plans accurately.</p><p><strong>The Expertise You Have</strong></p><ul><li><p>Extensive expertise with Defined Benefit Pension Plans, ideally 10+ years</p></li><li><p>Strong analytical skills, attention to detail</p></li><li><p>Strong consultative skills</p></li><li><p>Work within a project matrix, able to handle time effectively</p></li><li><p>Working understanding of pension laws and regulations</p></li><li><p>Actuarial designations (EA, ASA) a plus but not required</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Solid DB experience having worked with a wide variety of DB Plans and features</p></li><li><p>Actuarial expertise</p></li><li><p>Ability to document the benefits of a DB plan in extensive, complete detail</p></li><li><p>Experience actively gathering information from clients and third parties, framing questions, covering all possible scenarios under the DB Plans</p></li><li><p>Ability to create and review test cases to highlight whether the computer is performing DB calculations accurately in all conceivable situations</p></li><li><p>Your experience consulting with clients about DB Plan issues, design features, inputs and outcomes</p></li><li><p>Your experience problem solving, and finding solutions all parties can move forwards with</p></li><li><p>Your project leadership skills, ability to communicate progress/obstacles, move forwards on time and on budget</p></li><li><p>Your experience working directly with, or personally programming, DB calculation or valuation systems, and related spreadsheets</p></li><li><p>Ability to work effectively on your own, and at the same time as part of a large internal and external team, often from a remote work situation</p></li><li><p>Ability to detect and surface problems and obstacles and lead the team to resolution</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Demonstrating your DB expertise to help others at Fidelity do their jobs across the large project team</p></li><li><p>Owning the discovery and learning of the mechanics of how the client’s DB Plans operate directly with clients and their representatives</p></li><li><p>Reading client plan documents, sample calculations, SPDs, valuation file specifications</p></li><li><p>Leading client review meetings and conference calls</p></li><li><p>Leading issue resolution</p></li><li><p>Showing the client you have gained full knowledge of their DB Plans and building their confidence in Fidelity</p></li><li><p>Crafting a comprehensive test plan to ensure DB participant calculations are accurate</p></li><li><p>Working with developers to debug and certify the DB participant benefit calculations in their entirety</p></li><li><p>Working with data analysts to validate the client participant data is correct and complete, and to identify any gaps</p></li><li><p>Training the ongoing operations team in all DB calculation aspects, so they can carry the client going forwards</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Client 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>

Director, Pension Benefit Consultant

<h3>Job Description:</h3><p><strong>Job Title</strong><em>Audit Manager</em> </p><p><strong>The Role</strong> </p><p>Are you looking for a position to grow your business and auditing skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the industry? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an Audit Manager you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. </p><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>BA/BS in Accounting, Finance, or related field of study. </p></li></ul><ul><li><p>Professional audit certifications (e.g., CPA, CIA, CISA) and/or registration/licensing preferred. </p></li></ul><ul><li><p>5-7 years of external and internal audit or related experience, preferably in financial services. </p></li></ul><ul><li><p>In-depth knowledge of audit practices, tools, techniques, concepts, and trends </p></li></ul><ul><li><p>Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership. </p></li></ul><ul><li><p>Ability to work simultaneously on multiple tasks and lead team priorities and workload. </p></li></ul><ul><li><p>Strong problem solving and analytical skills. </p></li></ul><ul><li><p>Commitment to innovative, collaborative, and digital working style. </p></li></ul><ul><li><p>Strong presentation, written, and interpersonal communication skills. </p></li></ul><ul><li><p>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen. </p></li></ul><ul><li><p>Knowledge of the brokerage business including retail and/or institutional client product offerings and services and industry regulations preferred. </p></li></ul><ul><li><p>Knowledge in IT general controls is a plus. </p></li></ul><p><strong>The Team</strong> </p><p>The Audit Manager will be responsible for performing business and/or integrated audits in support of Fidelity’s businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to: </p><ul><li><p>Works with business and technology management to build an understanding of complex functions. </p></li></ul><ul><li><p>Workflows end-to-end business processes and supporting technologies, highlighting risks and controls embedded throughout the function. </p></li></ul><ul><li><p>Leverages audit automation tools in the evaluation of business operations and systems. </p></li></ul><ul><li><p>Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results. </p></li></ul><ul><li><p>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies. </p></li></ul><ul><li><p>Drafts audit reports that provide a clear description of issues identified, related implications to the business or enterprise as a whole and management action plans to resolve the issues. </p></li></ul><ul><li><p>Coaches and mentors Analysts and Senior Analysts on the team. </p></li></ul><ul><li><p>Builds deep working relationships with audit teams and clients. </p></li></ul>The base salary range for this position is $80,000-153,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Audit

Audit Manager

<h3>Job Description:</h3><p>The Senior Pension Benefit Consultant is the lead Defined Benefit specialist responsible for learning the client’s DB Plans in detail and then explaining them to internal Fidelity resources such as computer developers and the ongoing operations team. The Senior Pension Benefit Consultant (PBC) works directly with clients on new client Implementations and on improvement projects for existing clients.</p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position.</strong></p><h3><strong>The Team</strong></h3><p>The Senior Pension Benefit Consultant is central to Fidelity’s onboarding and operating DB Plan clients. The PBC is the hub of the wheel in gathering DB Plan-specific knowledge from the client and their representatives, and then explaining it all in detail to multiple resources and functions across the project team and beyond. The PBC’s expertise and work directly leads to correct and timely pension calculations being available for millions of DB Plan participants.</p><p>The Senior Pension Benefit Consultant uses their deep DB expertise to build a link between the client and internal Fidelity resources over which they carry DB knowledge. The PBC is the go-to resource among the project team for all DB-specific matters. The PBC builds confidence with clients that Fidelity will operate their DB Plans accurately.</p><h3><strong>The Expertise You Have</strong></h3><ul><li><p>Extensive expertise with Defined Benefit Pension Plans, ideally 10+ years</p></li><li><p>Strong analytical skills, attention to detail</p></li><li><p>Strong consultative skills, effective communication and interpersonal skills</p></li><li><p>Ability to move projects forwards, on time and on budget</p></li><li><p>Working understanding of pension laws and regulations</p></li><li><p>Actuarial designations (EA, ASA) a plus but not required</p></li></ul><h3><strong>The Skills You Bring</strong></h3><ul><li><p>Proven DB experience having worked with a wide variety of DB Plans and features</p></li><li><p>Actuarial expertise</p></li><li><p>Ability to detail the mechanics of a DB plan in extensive, complete detail</p></li><li><p>Experience actively capturing information from clients and third parties, framing questions, covering all possible scenarios under the DB Plans</p></li><li><p>Ability to craft, set up, and review test cases to highlight whether the computer is performing DB calculations accurately in all conceivable situations</p></li><li><p>Your experience consulting with clients about DB Plan issues, design features, inputs and outcomes</p></li><li><p>Your experience problem solving, and finding solutions all parties can move forwards with</p></li><li><p>Your project leadership skills, ability to communicate progress/obstacles, move forwards on time and on budget</p></li><li><p>Your experience working directly with, or personally programming, DB calculation or valuation systems, and related spreadsheets</p></li><li><p>Ability to work effectively on your own, and at the same time as part of a large internal and external team, often from a remote work situation</p></li><li><p>Ability to detect and surface problems and obstacles and lead the team to resolution</p></li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li><p>Demonstrating your DB expertise to help others at Fidelity do their jobs across the large project team</p></li><li><p>Owning the discovery and learning of the mechanics of how the client’s DB Plans operate directly with clients and their representatives</p></li><li><p>Reading client plan documents, sample calculations, SPDs, valuation file specifications</p></li><li><p>Leading client review meetings and conference calls</p></li><li><p>Managing and driving issue resolution</p></li><li><p>Teaching the Fidelity project team the DB aspects they need to bring the new client Implementation or other DB project together</p></li><li><p>Showing the client you have gained full knowledge of their DB Plans and building their confidence in Fidelity</p></li><li><p>Crafting a comprehensive test plan to ensure the computer is handling all possible DB participant situations correctly</p></li><li><p>Working with computer system developers to debug and certify the DB participant benefit calculations in their entirety</p></li><li><p>Working with computer data resources to validate the client participant data is correct and complete, and to identify any gaps</p></li><li><p>Training the ongoing operations team in all DB calculation aspects, so they can carry the client going forwards</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Business Analysis, Client 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>

Senior Pension Benefit Consultant

<h3>Job Description:</h3><p>The Account Executive (AE) is a strategic sales leader responsible for driving new business growth in the Mid and Large Market Corporate Defined Contribution space. Covering a multi‑state territory( FL, SC, NC, VA, GA. DC), the AE develops deep advisor and consultant relationships, leads complex pursuits, and delivers tailored retirement plan solutions that help organizations and their employees achieve better financial outcomes.</p><p>This role requires a balance of strategic thinking, sophisticated consultative selling, disciplined execution, and the ability to influence key decision‑makers across long institutional sales cycles.</p><h3><strong>The Expertise We’re Seeking</strong></h3><ul><li>10+ years of institutional sales or senior client-facing experience</li><li>Proven sales success working with advisors, consultants, or intermediaries</li><li>Defined contribution expertise required</li><li>Experience engaging Mid / Large Market prospects ($50M–$250M in plan assets)</li><li>NASD Series 7 and 63 required</li><li>Bachelor’s degree required</li><li>Willingness to travel ~40%</li></ul><h3><strong>The Purpose of Your Role</strong></h3><p>As a senior institutional sales executive, you will lead acquisition efforts with defined contribution plan sponsors through influential advisor and consultant relationships. You will guide pursuit teams, orchestrate internal partners, and position Fidelity’s capabilities to win new plans, assets, and multi-product relationships. Your work directly fuels the organization's long-term growth strategy.</p><h3><strong>The Skills You Bring</strong></h3><ul><li>Ability to quickly diagnose prospect needs and translate them into compelling strategies and solutions</li><li>Exceptional critical listening, discovery, and communication skills</li><li>Relationship selling expertise with advisors and consultants</li><li>Ability to successfully manage a complex, multi-stage institutional sale (typically 2+ months)</li><li>Strong fee and contract negotiation capabilities</li><li>Ability to analyze plan design, operations, and investments to create tailored recommendations</li><li>Mastery of the RFP process and finalist presentations</li><li>Ability to prioritize, manage time, and coordinate multiple efforts in a fast-paced environment</li><li>Deep product and service knowledge across the DC landscape</li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li>Full-service recordkeeping sales and growth of AUA/AUM</li><li>Multi-product sales across the WI portfolio</li><li>Development and execution of winning deal strategies</li><li>Creative thinking that differentiates Fidelity in a competitive market</li><li>Textbook preparation for Real Deal Prep, finals meetings, and post-finals advancement</li><li>Rigorous territory coverage and pipeline activity (meetings, calls, emails, LinkedIn engagement)</li><li>Accurate Salesforce.com forecasting and reporting</li><li>Strengthening advisor and consultant relationships that influence both new business and retention</li><li>Effective collaboration and leadership of internal partners across product, pricing, finance, and implementation</li><li>Seamless hand-offs to ensure successful onboarding</li><li>Full adherence to risk, compliance, pricing, and FINRA requirements</li></ul><h3><strong>How Your Work Impacts the Organization</strong></h3><p>Your success translates directly into new clients, new assets, and expanded product penetration—fueling Fidelity’s growth and strengthening our market position. In addition to acquiring new plans, you play a critical role in helping retain existing clients affected by mergers and organizational transitions. As the face of Fidelity in your territory, you set the tone for client confidence, advisor advocacy, and long-term relationship value.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales<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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