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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We are seeking a Data Science Associate to join the Fidelity Digital Asset Management business and report directly to the VP, Data Science. This role will work in a small team of blockchain engineers and quant developers supporting the Research, Trading, Risk and Operations functions.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>Minimum of 2 years of relevant professional experience in financial engineering, technology or quantitative investment functions with practical experience querying on-chain data and/or deploying smart contracts</p></li><li><p>Bachelor or Masters degree in a quantitative discipline (e.g. engineering or computer science)</p></li><li><p>Experience in working with various blockchain implementations including EVM, Cosmos SDK, or Solana and the associated codebase</p></li><li><p>Proficiency in more two or more of the following languages: Python, Javacript, Go, Solidity, Rust, DAML</p></li><li><p>Hand-on experience with tools/frameworks like OpenZepplin, Hardhat, Ganache, Mythril, Truffles and related testing libraries like Waffle and Chai</p></li><li><p>Proficiency in complex data extraction or processing using Python, SQL, Snowflake</p></li><li><p>Familiarity with advanced quantitative techniques and models to drive optimization, classification, inferences or forecasts</p></li><li><p>Ability to work as a member of a highly responsive teams handling engineering critical issues from the day-to-day rigors of an operationally critical analytic environment</p></li><li><p>Collaborative, creative and team-oriented approach to R&amp;D, investing and technology. Ability to work across teams whose skill sets span blockchain infrastructure, smart contracts, trading, and risk management</p></li><li><p>Evidenced problem-solver across highly technical and quantitative projects within financial services</p></li></ul><p><strong>The Team</strong></p><p>Fidelity Digital Asset Management [FDAM] is building an investment platform offering digital asset products and services designed to meet the growing needs of Fidelity’s retail customers and intermediary and institutional clients. The Data Science team is a highly collaborative group leading technical projects across the FDAM organization to enable effective management of investment products and services. Project examples include integration of vendor infrastructure, constructing models or tools, building automation across technologies, and portfolio or business analytics. As a hands-on team lead you will be expected to understand the function needs to both meet the expected outcome and continue to drive innovation.</p><p>#cryptojobs </p>The base salary range for this position is $85,000-$179,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

Fidelity Investments

Data Science (Blockchain) Associate

<h3>Job Description:</h3><p><strong>The Department</strong></p><p>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 $400 billion in assets under management, the SAI team of investment professionals builds and manages asset allocation portfolios for over one million customer accounts. The Portfolio Engineering (PE) function within SAI is responsible for the management, customization, and execution of individual client portfolios. Within the PE function, the Personalized Wealth Management team is focused on our clients’ most complex investment situations.</p><p><strong>The Role</strong></p><p>The Investment Manager will join the Personalized Wealth Management team in our San Francisco office, with occasional travel required to Fidelity offices in Boston, MA and Denver, CO. This person will play a meaningful role in SAI's next generation of sophisticated investment solutions which include custom multi-account investment management and asset location strategies. The role will combine a high degree of technical proficiency with investment expertise to build scalable solutions to solve complex investment problems and deliver greater personalization to clients. The role is primarily focused on providing tax-sensitive, customized management of multi-asset class portfolios for taxable individuals and trusts for Fidelity Wealth Services. You will learn and implement our overlay management strategies with a goal to improve after-tax returns while controlling risk.</p><p><strong>Responsibilities</strong></p><p><strong>Portfolio Management</strong></p><ul><li>Manage individual client portfolios consistent with Strategic Advisers' investment philosophy and the unique personalization of each client portfolio. Implement investment strategies based on market movements, tax management opportunities, changes in model portfolio or investment choices</li><li>Apply analytical and problem-solving skills to efficiently implement complex portfolio construction across multiple account registration types while being able to decipher and clearly understand the impacts on investment risk and return characteristics</li><li>Develop a deep understanding of internal analyst and portfolio manager research on individual securities, ETFs, mutual funds, portfolio construction, and business cycle positioning to achieve superior pre- and after-tax returns consistent with the SAI’s investment philosophy</li><li>Collaborate with the team to design, develop, and test new ideas to drive greater scale and personalization capabilities for the investment platform</li><li>Prototype and provide technical design requirements to enable greater investment effectiveness across the Personalized Wealth Management team</li><li>Monitor and carry out fiduciary responsibilities with a high-level of integrity</li></ul><p><strong>Investment Planning </strong></p><ul><li>Provide personalized transition analysis for hypothetical scenarios and recommendations to clients on security transfers for charitable intentions</li><li>Collaborate with the team to design, develop, and test new ideas to drive greater personalization.</li><li>Design and prototype new strategies for incorporating additional financial planning factors within portfolio management</li><li>Coordinate with Investment and Client-Facing partners to develop Portfolio Management Client Experience</li><li>Present detailed investment processes, philosophies, and capital market dynamics in front of larger groups including both internal colleagues and external clients</li></ul><p><strong>Qualifications </strong></p><p><strong>Experience/Education</strong></p><ul><li>Graduate degree preferred; degree or emphasis in Engineering/Computer Science/ Finance/Accounting/Economics subjects strongly preferred</li><li>Existing or progress toward CFP credential</li><li>Three to seven years investment experience in research, portfolio management, trading or technology development in these fields</li><li>Hands on experience with financial planning and planning tools</li></ul><p><strong>Skills and Knowledge</strong></p><ul><li>Technical and programming skills including R, Python, Java, and SQL required</li><li>Familiarity with Business Intelligence tools such as Tableau or Spotfire</li><li>Ability to work effectively on a collaborative team with a strong spirit of innovation, maintaining comfort in undefined environments</li><li>Ability to operate in a fast-paced environment with excellent attention to detail, strong analytical skills, a creative approach to problem solving, and the ability to multi-task</li><li>Understanding of portfolio theory and quantitative portfolio construction techniques in a taxable environment</li></ul><p><strong>Location</strong></p><ul><li>San Francisco, CA</li></ul>The base salary range for this position is $100,000 - $165,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 65 - FINRA<h3>Category:</h3>Investment Professionals

Investment Manager - Private Wealth Management

<h3>Job Description:</h3><p><strong>JOB TITLE: </strong><strong>Director, Sales Enablement</strong></p><p>This position requires planning and organizing resources across Institutional Wealth Management Services (IWMS) to win and convert business from competitors. Evaluating opportunities, communicating, and coordinating action plans in partnership with the sales team and stakeholders across IWMS and FI are key to our success. The successful candidate must be able to be a strategic thinker, multi-task and work effectively with all levels of management.</p><p><strong>The Role</strong></p><p>The Director, Sales Enablement partners alongside the IWMS Sales team through the stages of a prospect engagement and critical initiatives to drive scale and efficiency to each of the sales segments. These include the following key elements:</p><ul><li><p>Partner through the Sales Deal Support Cycle: Firm Profiling, Request for Proposal, Prospect Project Plan, Financials, Risk Review, Discovery, and Agreements.</p></li><li><p>Drive business outcomes by aligning organizational support and serving as a liaison across IWMS, FI, and third parties</p></li><li><p>Participate in the planning and sales execution strategy for Clearing and Custody prospects plays alongside the Segment Management Teams.</p></li><li><p>Directly engage with prospect firms throughout the sales process, including responding to due diligence requests and helping educate firms on right fit Fidelity solutions.</p></li><li><p>Fostering relationships with internal and external Centers of Influence who are essential members of the platform sales ecosystem.</p></li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>10+ years of relevant Financial Services: B/D, direct RIA, Custody within the Brokerage industry</p></li><li><p>Bachelor’s Degree – Required, MBA – Preferred</p></li><li><p>Series 7, 63 Licenses – Preferred/Required within 90 days</p></li><li><p>A comprehensive understanding of the Fidelity Institutional and IWMS Organization. Including wealth management marketplace, technology solutions, investment products, capital markets and operations.</p></li><li><p>Excellent project management skills to track progress, drive and implement critical sales programs. including prioritizing and managing multiple prospects simultaneously.</p></li><li><p>Strong consultative, listening, communications and analytical skills; ability to balance strategy and execution in leading everyday work.</p></li><li><p>Ability to work across the organization and interact/influence/negotiate effectively at all levels of management and peers.</p></li><li><p>You are proficient with PowerPoint, with an emphasis on developing presentations and formatting data in a consumable format.</p></li><li><p>Excellent communication skills (written, verbal, and presentation) with the ability to influence C level, executive presence.</p></li><li><p>Learning attitude; positive approach to experimentation and failure.</p></li></ul><p><strong>The Team</strong></p><p>The Director, Sales Enablement role is a key member of the Market Enablement organization within IWMS. Market Enablement is responsible for planning and enabling the execution of initiatives for the Client Relationship Group to help our clients and prospects engage effectively with IWMS. Key partners include leadership across the Client Relationship Group, Marketing, Practice Management, Finance, Legal and Compliance, among others.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Program/Project Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director Sales Enablement

<h3>Job Description:</h3><h3><strong>The Role </strong></h3><p>Join our dynamic Fintech team at Fidelity as a Business Consultant, where you'll play a pivotal role in developing innovative financial planning tools. As part of our agile Goal Based Profiling Squad, the Business Consultant collaborates closely with developers, designers, and partners to ensure our solutions meet the evolving needs of our users. This position combines big-picture vision with practical execution, making it a great opportunity for candidates passionate about innovation and financial technology.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s degree or equivalent experience with 8 + years’ professional experience or Masters’ degree with 6+ years is required</li><li>3+ years in financial planning experience, with project management or product development background preferred with a passion for financial wellness!</li><li>Experience working with deployment and enablement teams to bring digital experiences to market</li><li>Product development skills, including crafting business requirements and understanding system requirements.</li><li>Can work in a fast-paced and frequently ambiguous environment.</li><li>Thinks strategically about end-to-end experiences, implementation, and measurement.</li><li>Enabling work across business units and teams to ensure the best client experiences.</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><h3><strong>The Team</strong></h3><p>The Client Investment Performance squad is working to create digital pathways between goal based planning and goal based investing. We build innovative digital experiences that leverage industry leading methodologies designed to provide our customers with optimal asset allocation and product recommendations. The primary objective of our squad is make it easy for our customers to find and implement products and offerings that best align with their household financial plan.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Consultant, Financial Planning & Advice

<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>The base salary range for this position is $56,000 - $72,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Morristown, NJ

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Representative - Sarasota, FL

<h3>Job Description:</h3><h3>Wealth Planner</h3><p>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.</p><p>The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree highly preferred</li><li>CFP highly preferred</li><li>Series 7, 63, 65, 66 and insurance licenses required prior to hire</li><li>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.</li><li>Required: 3-5 years of financial planning experience, 5+ years preferred</li><li>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.)Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)</li></ul><h3>The Purpose of Your Role</h3><p>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.</p><h3>The Skills You Bring</h3><ul><li>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families</li><li>Experience with and/or knowledge of behavioral economics and family psychology</li><li>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)</li><li>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance</li><li>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals</li><li>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)</li><li>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.</li><li>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment</li><li>Ambitious spirit and the ability to work collaboratively across an organization to achieve results</li><li>Tech savvy, embraces and integrates technology to run a planning practice</li><li>Excellent team member and leadership skills</li></ul><h3>The Value You Deliver</h3><p>You are helping families grow, manage, and protect their assets by:</p><ul><li>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity</li><li>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs</li><li>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients</li><li>Guiding and implementing financial plans into the appropriate solutions based on client goals</li><li>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer</li><li>Driving loyalty, share of wallet, and referrals from existing customers</li><li>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning</li></ul><h3>How Your Work Impacts the Organization</h3><p>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.</p><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

VP, Wealth Planner - Altamonte Springs, FL

<h3>Job Description:</h3><p><strong>Team Leader, Client Services</strong></p><p><strong>Please note, this position is available at a Grade 6 or 7</strong></p><p><strong>'Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.' </strong>Abby Johnson | Chairman &amp; CEO Fidelity Investments</p><p>Is it time to explore new challenges in your career?</p><p>With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you'll have the resources at your disposal to succeed on each count.</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li><p>Proven Leadership Experience</p></li><li><p>Previous Management or Leadership Experience in financial services is a plus</p></li><li><p>Series 7, 63, 9/10 licenses preferred or able to obtain within 120 days</p></li></ul><p><strong>The Purpose of Your Role</strong></p><p>The Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers.</p><p><strong>The Skills You Bring</strong></p><ul><li><p>Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop</p></li><li><p>Your ability to balance leadership and supervisory responsibilities</p></li><li><p>Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward</p></li><li><p>Your experience with regulatory and compliance practices and rules</p></li><li><p>Your relationship expertise, leading with empathy and enhancing team cohesion</p></li></ul><p><strong>The Support You Receive</strong></p><p>We want to ensure your success as you take on this new leadership role and have everything you need beginning day one. New leaders will go through an onboarding program focused on giving leaders the skills needed prior to leading their team and will also receive continued development throughout their leadership career.</p><p><strong>Our Investments in You</strong></p><p>We believe it is important to approach life holistically. Our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs</a> are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li><p>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</p></li><li><p>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.bing.com/videos/search?q=Fidelity+Investments+YouTube&amp;&amp;view=detail&amp;mid=E5CC2F036E6425D7933FE5CC2F036E6425D7933F&amp;&amp;FORM=VRDGAR&amp;ru=%2Fvideos%2Fsearch%3Fq%3DFidelity%2BInvestments%2BYouTube%26FORM%3DVRIBQP" target="_blank">Benefits at Fidelity Investments</a></p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Coaching and developing a team of associates to deliver an outstanding experience to our clients</p></li><li><p>Enabling your team to drive outstanding client service interactions/ results</p></li><li><p>Helping associates realize their own personal definitions of success</p></li><li><p>Ability to inspire associates to deliver their best</p></li><li><p>Partnering with associates to build personalized plans that support their development towards career goals</p></li><li><p>Protecting the Fidelity brand through active supervision of associate interactions and transactions</p></li><li><p>Being coachable, collaborative, and curious are your "go to" attributes</p></li></ul><p>We believe in being #Different Together</p><p>Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees.</p><p>We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.</p><p><strong>Learn More:</strong> <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a></p><p>#PIRCLeader</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Client Services, Team Leader

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Electronic Trading Consultant will be responsible for partnering with their clients through consultative services to help optimize their workflows and achieve best execution. You will work closely with various sales and trading counterparts in the Institutional Product Group organization in an effort to drive electronic revenue. Teamwork, communication and organization skills are essential for a successful candidate. In addition to account management responsibilities, the Electronic Trading Consultant will contribute to the product development effort by providing feedback from customer and business partner interactions resulting in enhancements to the Electronic Brokerage Services (EBS) platform.</p><p><strong>The Expertise and the Skills You Bring </strong></p><ul><li>Bachelor’s degree required, graduate degree a plus.</li><li>5+ years of experience in equities electronic trading sales and/or coverage, with a proven track record of revenue generation.</li><li>Deep understanding of the U.S. equity liquidity landscape, including alternative trading systems (ATS), exchange market microstructure, algorithmic trading, and direct market access (DMA) trends.</li><li>FINRA Series 7 &amp; Series 63 required; Series 55 preferred.</li><li>Strong knowledge of equity market structure, as well as securities industry rules and regulations.</li><li>Demonstrated expertise in using data to evaluate trade cost analysis (TCA) and execution quality.</li><li>Ability to effectively prioritize, manage multiple tasks, and operate independently in a fast-paced environment.</li><li>Proven team player with a collaborative mindset and strong communication skills.</li><li>Ability to cultivate and maintain deep client relationships.</li><li>Serve as a trusted advisor to clients, providing strategic consultation across all aspects of their trading needs, including automation, TCA, OMS implementation, and market structure.</li><li>Collaborate with quants, head traders, and portfolio managers to deliver workflow strategies that optimize trading desk performance.</li><li>Analyze and understand client workflows to provide tailored advice and increase operational efficiency.</li><li>Act as a subject matter expert on electronic trading and Fidelity Service Bureau offerings.</li><li>Drive revenue growth through deep client relationships, high-quality execution service, and the delivery of customized trading and execution solutions aligned with client objectives.</li></ul><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><p><strong>The Team</strong></p><p>Fidelity Capital Markets is the institutional trading arm of Fidelity Investments, providing Equity, Options, Fixed Income, Forex, Municipal and CD Underwriting, Prime Brokerage, and Securities Lending products and services to a wide array of clients, including buy-side institutions and hedge funds, as well as to Fidelity’s own businesses. Fidelity Centralized Electronic Trading is a division within Fidelity Capital Markets which delivers multi-asset class electronic trading solutions through innovative research, products, and services that empower Fidelity’s partners and clients to achieve their trading objectives. For more information about Fidelity Capital Markets please visit <a href="http://www.fidelitycapitalmarkets.com/" target="_blank">www.fidelitycapitalmarkets.com</a>.</p>The base salary range for this position is $110,000 - $185,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 57 - FINRA, Series 63 - FINRA<h3>Category:</h3>Capital Markets Equity

Director, Electronic Trading Consultant

<h3>Job Description:</h3><p>Fidelity’s Workplace Investing (WI)/Healthcare (HCG) business units help employers offer successful benefit programs to improve their employees’ overall well-being. WI/HCG offers a broad range of integrated financial, health, and benefits solutions and provides innovative technology, strategic collaboration, outstanding service, and engaging employee experiences. WI/HCG is the market leader with ~30% market share serving 26K employer clients &amp; 34M employees and administrating $3.0T in assets.</p><p>The Stock Plan Services Product Domain exists to focus and deliver upon the needs of our Stock Plan Clients and their Participants. The domain focuses on four major tenets in operating principles and design decisions:</p><ul><li><p>Delivering Customer Value: Listening and adapting to our customers’ (Sponsors and Participants) needs to deliver the best SPS and NQ experience.</p></li><li><p>Enabling Growth: Developing new capabilities to attract prospects and enable us to enter new markets</p></li><li><p>Driving Scale and Efficiency: The opportunity to bring value in our market starts with reducing unit costs.</p></li><li><p>Diversity and Inclusion: Celebrating differing voices and perspectives in our products and our people.</p></li></ul><p><br>As the <em>SPS Product Offering Lead</em> you blend broad product management expertise with a deep understanding of Equity Compensation Products to identify the product features that deliver the maximum business partner and/or customer value. You will help rationalize the strategic direction for the Domain by analyzing market/product feature gaps that will increase the value of our offering to current and prospective clients supporting future growth of our business versus our current priorities. You will analyze new business ideas and work with Product Areas leaders and technology partners in the agile model to assess the solution size as input into our portfolio priorities. In your role, you will be responsible for defining the SPS Domain Product story and interface with clients to share our focus areas and roadmap. You will focus on looking at the holistic offering including digital experiences and formulating a strategic point of view of how to maximize the deployment of our technology resources to maximize value to our business. You will interface with the sales organization and Fidelity Workplace Consulting to influence the nature of tactical solution deployed while driving alignment on how these will transition to the strategic SPS product offering over time. You will also assist with effective go-to-market routines to enable adoption of new features and services.</p><p>As the Offering lead you will manage the chapter area resources responsible for defining product features for our execution portfolio. You will work to support alignment of the product vision from initial business case through to feature decomposition to support agile delivery in the agile teams. You will further partner with the Chapter Area Leader to support a learning curriculum that will strengthen the Equity Compensation domain knowledge and business analysis functions that support success in delivery.<br> </p><p><strong>The Expertise You Have </strong></p><ul><li><p>Bachelor’s Degree required; MBA preferred.</p></li><li><p>Series 7, 63 and 24 licenses preferred.</p></li><li><p>15+ years of financial services work experience</p></li><li><p>Proven track record of defining a strategic product vision and creating business cases/idea screens for support.</p></li><li><p>Experience engaging with executive and senior (C-suite) internal and external customers and partners.</p></li><li><p>Experience defining complex product features spanning Workplace and Brokerage Capabilities</p></li><li><p>Financial services experience, with brokerage experience a plus</p></li></ul><p><strong>The Skills You Bring </strong></p><ul><li><p>Experienced and inspirational people leader, skilled at setting strategic direction across multiple products, segments, and experiences engaging internal/external partners to drive alignment on a product vision.</p></li><li><p>Executive level experience leading the definition of broad, complex, feature set and product offerings aligned with and in support of the strategic direction of the organization.</p></li><li><p>Robust decision making supported by data-focused approach that drives feature prioritization, in day-to-day leadership and strategic tradeoff analyses.</p></li><li><p>Strong communication, interpersonal and relationship building skills with which you influence and engage externally with customers and internally, across Fidelity and at all levels of the firm.</p></li><li><p>Passion for developing associates and an ability to attract and retain hard-working individuals and teams, and a proven commitment to diversity and inclusion.</p></li><li><p>Ability to create an inclusive culture that encourage diversity of thought, drives debate, and encourages all to unlock their potential on behalf of our clients.</p></li></ul><p><strong>The Value You Deliver </strong></p><ul><li><p>Strong product management experience including offering design, value proposition definition, customer engagement strategy and associated go-to-market functions to ensure success of feature deployments.</p></li><li><p>Dedication to serving our clients and their participants—listening to client’s feedback and driving higher levels of engagement, simplifying their end-to-end experiences, engaging them in an inclusive manner, and setting them up for better outcomes.</p></li><li><p>Proactively partnering with the External Clients, SPS Leadership Team, other Domain, Tribe, Chapter Area, COE, and Team leaders to:</p><ul><li><p>Understand market gaps and/or the needs of customers and business partners.</p></li><li><p>Define and analyze business opportunities associated with new feature delivery.</p></li><li><p>Drive alignment on feature definition and associated market priorities to delivering on strategic priorities and value.</p></li><li><p>Responding to the needs of our customers, and the market, industry, and regulatory changes by continuously evolving and aligning strategic priorities</p></li><li><p>Sharing relevant insights, knowledge, and developments across the Domain</p></li></ul></li><li><p>Advocate for Stock Plan customer needs with partner teams across multiple domains, business units to gain alignment on an E2E vision supporting Stock Plan customer needs.</p></li><li><p>Encouraging continuous learning and development, a growth attitude and increased skill proficiency</p></li><li><p>Leading innovative growth strategies as part of Fidelity’s highest critical initiatives (e.g., Fidelity Neighborhoods), and attracting new customers, growing revenue, driving efficiency, and enhancing technology platforms</p></li><li><p>Working with Product Area Leaders, Portfolio Strategy team and chapters to optimize technology roadmaps on the highest value features</p></li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>Product Management<p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

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