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<h3>Job Description:</h3>The Group Fidelity’s Fixed Income division is one of the world’s leading fixed income managers with over $2 trillion in fixed income assets managed by a staff of more than 200 investment professionals. At Fidelity, we combine fundamental research on debt issuers with macroeconomic and quantitative analysis to develop investment decisions that aim to maximize risk-adjusted total return for our clients. The Fixed Income division is headquartered in Merrimack, New Hampshire.The RoleReporting to the Global Head of Fixed Income Research, the research analyst will be a primary contributor to the fixed income macro research team that produces opinions and recommendations for actively managed bond and money market portfolios across a wide range of strategies. The analyst will play a key role in delivering opinions and recommendations to inform portfolio duration, interest rate and asset allocation strategies across the Treasury, Corporate and Securitized asset classes. The role involves collaborating closely with members of the fixed income macro team as well as other investment professionals across Fidelity’s asset management division. A strong knowledge of economics, global financial markets, debt and credit dynamics and fixed income asset strategy is essential. In addition, strong communication skills and the ability to formulate and deliver compelling investment conclusions is critical.The Expertise You Bring<ul><li>Experience of 5+ years in financial markets, preferably within the fixed income asset class</li><li>Demonstrated understanding of economics, debt instruments, credit cycle dynamics and global asset flows</li><li>Ability to apply macroeconomic trends to inform asset allocation recommendations within the broader fixed income asset classes</li><li>Creativity and aptitude to find, procure and work with data sets to analyze fundamental, technical and valuation factors in various fixed income asset classes</li><li>Ability to run an entrepreneurial research effort while being embedded in a tight-knit team environment is critical</li><li>Experience translating analytical approaches into clear conclusions and connecting them to investment recommendations</li></ul>The Skills and Knowledge Required<ul><li>Outstanding written and verbal communications skills</li><li>Team player with excellent interpersonal skills and a proactive work ethic</li><li>Ability and confidence to work effectively in both in group settings and independently</li><li>Proven understanding of economics, finance, and investing and aptitude with relevant tools including programming, econometrics, and other market and economic data programs</li><li>Strong intellectual curiosity and interest in global events, history, economics, and finance</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsMost 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.

Fidelity Investments

Macro Research Analyst

<h3>Job Description:</h3>Vice President, Institutional Relationship ManagerThe RoleThe Vice President, Institutional Relationship Manager (IRM) acts as the primary strategic contact for several of Fidelity Charitable’s largest and most valuable institutional relationships. This role develops a detailed understanding of client's business and critical initiatives. The IRM will develop a proactive engagement plan that improves the overall relationship and accurately positions Fidelity Charitable solutions and products. This role will be responsible for business development, client growth, client retention, client satisfaction, risk management, acting as lead representative for Fidelity Charitable. The role is responsible for delivering thought leadership, consulting on industry trends, providing executive engagement and acting as the overall advocate for the client. The position will report to the Head of Institutional Relationship Management.Note: Fidelity is not providing immigration sponsorship for this positionThe Expertise and Skills You Bring<ul><li>10-15 years successful sales or relationship management experience in the financial services industry. Strong knowledge of the RIA, Family Office, Brokerage and Wirehouse markets; understanding of the industry, financial markets and competitive influence.</li><li>BS Degree or equivalent experience required</li></ul>Key Responsibilities:<ul><li>Navigates effectively across Fidelity Charitable and the Fidelity enterprise to bring appropriate resources to bear to help drive client growth in a scalable and economically viable manner.</li><li>Develops a deep understanding of client business model, evaluating key aspects of their business, employing consulting and discovery tools and best practices to develop the overall Fidelity Charitable relationship.</li><li>Conducts regular client business reviews to discuss and develop the Fidelity Charitable relationship.</li><li>Provide overall client accountability and book management of a sophisticated portfolio of clients. Lead the client relationship management team comprised of members of Fidelity Charitable’s Client Experience, Complex Asset, Program, and other internal business partners with a common goal of overall client satisfaction.</li><li>Drives executive leadership engagement at industry events and keeps firms apprised of topical events/webinars to support staff development and growth in charitable space.</li><li>Responsible for contribution and adoption growth across the institutional relationships.</li><li>Lead implementation oversight of the key account relationship management model for top Fidelity Charitable relationships.</li><li>Responsible for deploying client account plan, lead all aspects of pipeline discussions and properly prepare institutions for annual planning and Giving Season readiness.</li><li>Documents client activities, business opportunities, call reports and all communications with clients on a timely basis.</li><li>Highlights Fidelity Charitable events and webinars and drives attendance.</li><li>Proposes and coordinates consulting engagements with Fidelity Charitable subject matter experts based on business need (e.g., Practice Management, Technology, Investments).</li><li>Develop strong working partnerships across the Client Engagement Group to drive engagement, coordinate field interaction and communicate best practices.</li><li>Is responsible for client satisfaction and retention by collaborating with service and other key business partners to improve and enhance their daily experience.</li><li>Mitigates risk to Fidelity and our clients (e.g., key policy awareness and compliance, looking for potential watch outs on firm practices, and collaborating with our internal partners to raise concerns).</li><li>Cultivates collaborative relationships with key internal business partners across Fidelity.</li><li>Fosters sharing of best practices across the segment and broader organization. Recommends product/service improvements.</li><li>Commits to ongoing professional development (i.e., learns and articulates Fidelity value vs. competition, expands skills/knowledge/credentials)</li><li>Ability to effectively build and manage relationships with demanding and complex Firm Leaders and Centers of Influence in a highly competitive environment.</li></ul><ul><li><h3>Expected Travel is 25%, to a maximum of 40-50% of the time</h3></li></ul>The TeamThe Fidelity Charitable Institutional Relationship Management (IRM) team partners with wealth management firms and institutions to help them achieve their business goals by effectively incorporating charitable giving into their business model and client relationships. The IRM team helps wealth management firms navigate the changing landscape to grow their businesses and meet their clients’ financial needs. In addition to our insights, expertise and exceptional client experience, we provide thought leadership and a deep knowledge of the charitable sector and wealth planning trends, practice management expertise, and a strong technology platform to thousands of firms.The base salary range for this position is $150,000 - $190,000 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>Relationship Management

Vice President, Institutional Relationship Manager

<h3>Job Description:</h3>The RoleDigital Solutions Business Analysts are pivotal in partnering with business sponsors, co-leading key initiatives and translating customer and business needs into actionable solutions that deliver tangible value for our customers across digital experiences.As a Digital Solutions Business Analyst, you will:<ul><li>Identify and document the needs of customers, stakeholders, and project goals. Analyze these requirements to ensure they align with business objectives and are feasible within the project’s scope.</li><li>Create detailed user stories that outline specific functionalities from the end-user’s perspective. Define acceptance criteria that determine when a user story is considered complete and ready for release.</li><li>Lead engagement with Legal, Risk, and Compliance to ensure project requirements and solutions meet legal and regulatory requirements and minimize potential risks to the firm.</li><li>Conduct business acceptance testing to ensure that the solutions meet the defined requirements. Validate that the product functions as expected and address any issues before deployment.</li><li>Develop and implement strategies for introducing new products or features to customers. Plan the rollout process to minimize disruption, maximize learning, and ensure a smooth transition for users.</li><li>Analyze customer data and feedback to gauge the effectiveness of solutions and identify areas for improvement. Report findings to stakeholders to inform future project decisions and strategies.</li><li>Provide a deep understanding of how the digital product works. Document and explain these concepts clearly, bridging the gap between business, design, and development teams.</li></ul>The Expertise and Skills you Bring<ul><li>Bachelor's degree required.</li><li>8+ years of business analysis experience (or Masters with 6+ years of experience), including experience with successful development and delivery of digital solutions.</li></ul><ul><li>Demonstrated interest in digital user experience and industry trends. </li><li>Ability to communicate and collaborate effectively across multiple teams and stakeholders to clearly articulate requirements, facilitate discussions, manage expectations, and ensure alignment.</li><li>Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear takeaways to drive informed decision-making.</li><li>Comfortable with ambiguity and change, and able to quickly adapt and adjust approach to accommodate shifting priorities or new information.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamDigital Solutions Chapter members are passionate about bringing together people, process, and technology to serve our growing customer base. Chapter members share a set of core product management and analytical skills, along with differentiating skills that are suited to the squad to which they are aligned.This role is aligned to a squad within the Digital Channels Product Area, which manages and maintains the user experience, technology stack, and product lifecycle of our Web and Mobile retail customer experiences. As a member of the Digital Solutions team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand your impact.<h3>Certifications:</h3><h3>Category:</h3>Product 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.

Senior Business Analyst, Digital Solutions

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

Wealth Planner - Littleton, MA

<h3>Job Description:</h3>Director, Dataset OnboardingThe Role: You will lead the dataset onboarding efforts for the Quantitative Research Platform (QRP) team within Fidelity’s Quantitative Research &amp; Investments (QRI) division. In this role, you will collaborate with technology partners to integrate financial and alternative datasets into QRP, ensuring they meet rigorous standards for quantitative research. You will work closely with researchers to design data consumption patterns and partner with Data Operations to maintain data quality.The Expertise and Skills You BringYou bring a strong background in managing and delivering complex data solutions for quantitative research within asset management. Your expertise spans onboarding and curating both vendor and enterprise datasets, ensuring they meet rigorous standards for performance, usability, and research accuracy. You have experience accelerating dataset onboarding processes while maintaining sustainability and quality, and you excel at collaborating with technology partners and researchers to design intuitive data consumption patterns. Your ability to coach teams, improve documentation, and maintain best practices in project management demonstrates your leadership and commitment to operational excellence. You are highly analytical, able to navigate complex data challenges, and communicate effectively with both technical and investment stakeholders.Your technical proficiency includes SQL and Python, combined with a deep understanding of quantitative datasets ranging from traditional financial data such as prices, returns, fundamentals, and corporate actions to alternative datasets like sustainability analytics, supply chain, and credit card data. You have hands-on experience with major financial data vendors (Bloomberg, S&amp;P, FactSet, Refinitiv, Morningstar, MSCI) and a strong grasp of point-in-time data modeling, historical reconciliation, and data governance practices. Your track record includes delivering large-scale data projects on time and at quality, with transparency and collaboration across multiple teams.Education and Experience Highlights • 7+ years of experience in asset management or hedge funds, focused on data analysis, delivery, and transformation across asset classes • Proven ability to lead engineering teams and coach others while contributing individually • Exposure to a wide array of financial and alternative datasets with deep knowledge of consumption patterns • Technical proficiency in SQL and Python • CFA charter holder or progress toward CFA designation is a strong plusNote: Fidelity is not providing immigration sponsorship for this position Team Quantitative Research &amp; Investments (QRI) is an investments and research division within Fidelity Asset Management. QRI is responsible for developing quantitative and hybrid quant/fundamental investment strategies and delivering high-quality, data-driven insights to support Fidelity’s investment professionals.Within QRI, the Quantitative Research Platform (QRP) team is an integral part of this mission because it ensures researchers have access to curated, high-quality datasets essential for quantitative research and portfolio management. QRP partners with technologists and researchers to onboard internal and vendor datasets, maintain rigorous data standards, and enable advanced research across systematic equity, fixed income, sustainable investing, and innovative strategies.The base salary range for this position is $126,000-255,000 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>Data Analytics and Insights

Director, Dataset Onboarding

<h3>Job Description:</h3>Please Note: We are unable to provide visa sponsorship for this role.The Role Fidelity Wealth’s Tax-Exempt (TEM) Product Area is seeking an accomplished leader with a passion for engaging partners across Brokerage, Wealth, Fidelity Institutional, and Workplace Investing to enable customer experiences that drive lifetime engagement with Fidelity. As a leader engaged with multiple executives across various business units, you’ll use your polished executive presence, passion for problem-solving, and persistent curiosity to forge partnerships, create and deliver on a strategic roadmap, and bring actionable value to the business. This position will report to the TEM Product Area Leader. The Value You Deliver As part of this leadership role, some key responsibilities will include: <ul><li>Working with the leadership team to establish business direction and develop strategies </li></ul><ul><li>Develop and manage domain-wide mechanisms that build strategic alignment and multi year planning. </li></ul><ul><li>Develop/manage forward-looking comprehensive plan - anticipate needs/priorities, seek/incorporate input from leaders, identify/resolve issues, manage interdependencies, maintain/prioritize backlog, provide transparency – and manage/supervise follow-up items from key executive meetings </li></ul><ul><li>Design, coordinate and support executive management routines/meetings (quarterly planning, MYP planning, operating reviews, strategic alignment meetings, all associate meetings) </li></ul><ul><li>Support the oversight and program management of ad hoc initiatives where necessary (e.g., investment portfolio management/transparency, cross-BU initiatives, executive scorecards/important metrics &amp; KPIs) </li></ul><ul><li>Continuously scan marketplace and competitive landscape to identify and launch the next generation of business initiatives to meet client needs. </li></ul><ul><li>Lead select strategic initiatives as needed. </li></ul>The Expertise and Skills You Bring <ul><li>Bachelor’s degree required </li></ul><ul><li>12+ years of general management and strategy experience in financial services </li></ul><ul><li>Demonstrated competencies to negotiate and influence at all levels within an organization </li></ul><ul><li>Strong both written and verbal communications and ability to translate business context, challenges and strategy into executive level presentation </li></ul><ul><li>Successful track record partnering across multiple business units to create alignment and drive execution prioritization </li></ul><ul><li>Innovative, forward-thinker who quickly understands the context, comfortable challenging the status quo </li></ul><ul><li>Strong interpersonal and organization skills including the ability to lead by influence and build relationships at all organization levels </li></ul><ul><li>Skilled at working with executive leadership team with competing priorities and key dependencies. </li></ul><ul><li>Strong executive presence, with significant executive briefing skills </li></ul>The Team TEM provides retirement plan services to benefit leaders and their employees at not-for-profit organizations (i.e., healthcare systems, colleges &amp; universities). Our dedicated business unit includes client-facing associates (i.e., relationship managers, communications consultants, financial planners), an analytics team and product developers. The base salary range for this position is $130,000-264,000 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>Product Management

VP of TEM Participant Engagement Strategy

<h3>Job Description:</h3>The Regional Account Executive (RAE) is passionate about collaborating with advisors, third party administrators and working with business owners to help their employees tackle and solve all their financial wellness and retirement needs!As a RAE, you are the primary point of engagement for advisors, third party administrators and small business decision makers in the Mid Atlantic territory. You will partner your aligned Retirement Director to provide valuable thought leadership, build brand awareness, and improve client dedication with Financial Advisors by utilizing a consultative sales process. As a sales leader, you will influence success via warm leads, carefully identify customer needs, and cultivate relationships, while guiding retirement benefits strategies with a defined set of tools and solutions. All the while, Fidelity will provide the invaluable ongoing training that keeps our groups at the forefront of the industry and opens pathways to further career development.ASSOCIATE MAY WORK REMOTE FROM EASTERN TIME ZONE​The Expertise You Have<ul><li>Established experience and success in consulting, sales or the financial service industry</li><li>We require a Series 7 &amp; 63 and will allow study time to obtain within 2 months of hire </li></ul>The Skills You Bring<ul><li>You have excellent sales skills: rapport building, active listening, qualification questioning, objection stabilizing, strong presentation delivery, strategic prospecting, and territory management </li><li>A real passion for problem-solving and complex planning while having mental agility to evolve recommendations to clients as the circumstances may shift around it</li><li>Knowledge of the Financial Services, Employee Benefits, or Human Resources Industry with shown territory, project and time management skills to achieve goals</li><li>You thrive in fast paced and team-oriented environment with a dedication to constant self-improvement </li></ul>The Value You Deliver<ul><li>Executing a sales process via phone and virtual meetings with intermediaries and plan sponsor decision makers to develop long-term business relationships </li><li>Providing subject matter expertise on a broad range of retirement benefits, integrated administration and investment options </li><li>Leading by example and demonstrating organized preparation and effective follow up skills</li><li>Collaborate with internal partners to build and execute a coordinated territory-level business plan to develop and manage a pipeline of business</li><li>Implement segmentation and client coverage model to cultivate and strengthen relationships with Retirement Leaders within assigned territory</li><li>Utilize communication and presentation skills to deliver Fidelity’s marketing campaigns and business building insights to the marketplace to improve brand awareness and drive demand generation</li></ul>The TeamFidelity Workplace Investing Sales is a collaborative, competitive, and fast paced environment. The RAE is an important part of our selling team and responsible for selling Fidelity’s 401k Recordkeeping Platform and Multi-Product Solutions through financial advisors, third party administrators and directly with plan sponsors. You will have responsibility for developing, targeting and executing a business plan for a specific territory. Your work plays a vital role in growing profitable long-term relationships.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<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.

VP, Regional Account Executive- 401K Sales

<h3>Job Description:</h3>The GroupFidelity’s Fixed Income Division is one of the world’s leading fixed income managers with over $2 trillion in fixed income assets managed by a staff of more than 200 investment professionals. At Fidelity, we combine fundamental research on debt issuers with macroeconomic and quantitative analysis to develop investment decisions that aim to maximize risk-adjusted total return for our clients. The Fixed Income Division is headquartered in Merrimack, New Hampshire.The RoleThe Fixed Income Macro Research team is seeking a talented, motivated individual to be a sector specialist on the team. The sector specialist will be working with senior analysts on various aspects of the macro economic research process, such as: organizing and analyzing large datasets, building reports and presentations incorporating this data and utilizing programming tools to make the process more efficient. The sector specialist will be trained to analyze various aspects of the macro economic environment—including analysis of economic activity, inflation, interest rates, corporate credit and fixed income asset allocation—through formal training and direct mentoring by senior analysts. By collaborating closely with senior analysts, sector specialists will contribute to the team’s investment recommendations and research product utilized by portfolio managers, analysts and traders across the fixed income division and the broader Fidelity organization. In this role, sector specialists will participate in meetings with economists, policy makers, market strategists, and other market participants. Sector specialists can expect to interact regularly with analysts, portfolio managers, and traders, and play a critical role in the investment process. The ideal candidate would have a strong demonstrated interest in economic and fixed income related concepts and be comfortable with SQL and programming languages such as VBA, Python, or similar. You will report to the Managing Director of Research for Macro and Sovereign Research.The Expertise and Skills You BringThe ideal candidate will have the following qualifications and attributes:<ul><li>Bachelor’s degree, preferably in Economics, Business, Finance or Quantitative Analysis or other relevant subject area and 5+ years of relevant experience</li><li>SQL/Oracle, VBA preferred and Python is a plus</li><li>Strong analytical and technology skills</li><li>Excellent oral and written communication skills</li><li>Good time management</li><li>Demonstrated work ethic</li><li>Good team player, collaborator and relationship builder</li><li>Self-motivated and intellectually curious; proactively seeks additional responsibilities and learning opportunities</li><li>Ability to work independently and also as part of a team</li><li>Previous coursework in economics, accounting and finance (preferred)</li><li>Expertise in Excel and programming (preferred)</li><li>Demonstrated interest in investing and capital markets</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsMost 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.

Fixed Income Macro Sector Specialist

<h3>Job Description:</h3>The Group Fidelity’s Fixed Income Division is one of the world’s leading fixed income managers with over $2 trillion in fixed income assets managed by a staff of more than 200 investment professionals. At Fidelity, we combine fundamental research on debt issuers with macroeconomic and quantitative analysis to develop investment decisions that aim to maximize risk-adjusted total return for our clients. The Fixed Income Division is headquartered in Merrimack, New Hampshire.The PositionThe Fixed Income Macro-Sovereign team is seeking a hard-working, industrious individual to join us as a Sector Specialist. Sector specialist responsibilities include analyzing global capital markets drivers (such as global economic and monetary policy as well as country specific drivers), applying qualitative and quantitative methods to assess economic, institutional and financial factors that relate to country risk. They are also responsible for creating a monthly summary of key developments that impact sovereign valuations, constructing central bank monitors, and will be expected to build local yield curves and currency models for non-US fixed income investments. The sector specialist regularly collaborates with members of the investment team to impact investment decisions.The sector specialist can expect to interact regularly with analysts, research associates, portfolio managers, and traders, and play an integral role in the investment process. The sector specialist will also work closely with the technology group in defining the scope of research technology needs and ensuring that these initiatives are appropriately prioritized.QualificationsWe are seeking candidates who have the following characteristics:<ul><li>Bachelor’s degree required</li><li>5+ years of relevant experience, preferably with a macroeconomic and/or fixed income focus</li><li>Strong analytical skills and attention to detail</li><li>Strong oral and written communication skills</li><li>Proficiency in Bloomberg and Excel preferred as well as willingness to learn Python, Haver and SQL</li><li>Team oriented, collaborator and relationship builder</li><li>Self-motivated and intellectually curious; proactively seeks additional responsibilities and learning</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment ProfessionalsMost 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.

Fixed Income Sovereign Sector Specialist

<h3>Job Description:</h3>As a Regional Director (wholesaler), primarily responsible for supporting and driving sales through Broker Dealer Intermediaries and Registered Investment Advisors in an assigned geographic territory. This role works daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. Responsible for making in-person sales calls, partnering with internal partners and specialist teams to drive new business, retain assets and grow market share.The Role We have an exciting sales opportunity in Southeast Florida 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 Boca Raton to Miami 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 Team As 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 51 - FINRA<h3>Category:</h3>Sales

28 Project Management / Professional Services Jobs in Merrimack, NH, USA