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<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.

Fidelity Investments

Senior Business Analyst, Digital Solutions

<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>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

Regional Director/External Wholesaler(Boca Raton to Miami, FL Territory)

<h3>Job Description:</h3>Director, Security Technology Product ManagementThe RoleWe are seeking a candidate who has proven experience delivering creative solutions to complex problems in a fast paced, deadline-driven work environment. The ideal candidate will apply critical thinking to prioritize deliverables. Our team is passionate about the Global Security Mission - 'Protect Fidelity’s assets: our reputation, our people, our clients and our vital business information, processes and facilities.' We are seeking a candidate who is just as driven as we are to support the needs of Fidelity’s Business Units, while protecting our most valuable assets.This role will lead high-impact programs focused on security technology innovation and will be accountable for the oversight and execution of our strategic roadmap in partnership with vendor management, finance, and enterprise technology.This role will be responsible for driving Fidelity-wide initiatives, managing critical partner relationships, and delivering regular executive-level updates that inform strategic decisions and ensure transparency across the organization.The role demands strong competencies in Program Management, Process Optimization, and Data Analytics, along with the ability to collaborate effectively across all levels of the organization. Success in this position requires navigating complex stakeholder environments with agility and the ability to deliver key outcomes across multiple medium to high complexity initiatives. The ideal candidate excels in managing through ambiguity and can seamlessly shift between tactical execution and strategic planning.<ul><li>Program Leadership: Define and execute multi-year roadmaps for physical security technology modernization, aligned with enterprise priorities and business needs. Provide transparency, artifact management and ongoing updates via SharePoint team site(s).</li><li>Vendor Governance: Oversee strategic vendor relationships, including contract negotiation, SLA management, performance tracking, and compliance assurance.</li><li>Financial Stewardship: Partner with Finance and Procurement to manage budgets, reconcile spend, and ensure transparency and fiscal discipline.</li><li>Innovation Delivery: Lead deployment of smart infrastructure, analytics platforms, and automation tools that enhance investigative and operational capabilities.</li><li>Executive Engagement: Provide regular updates to senior leadership, including risk assessments, strategic insights, and decision support to guide enterprise-level decisions.</li><li>Change Management: Develop and execute change management plans to support adoption of new technologies and workflows, ensuring minimal disruption and maximum value realization.</li><li>KPI Development &amp; Oversight: Establish and monitor KPIs to evaluate program effectiveness, vendor performance, financial impact, and strategic alignment.</li><li>Data-Driven Storytelling: Create and deliver executive-level presentations that synthesize program data, performance metrics, and strategic insights into clear, actionable narratives.</li></ul><h3>Organizational Alignment</h3><ul><li>Operating cross-functionally across Fidelity, engaging with Security Operations, HR, Legal, Risk, Compliance, Procurement, and Technology to ensure alignment and integration.</li><li>Leading strategic programs that deliver measurable business outcomes, including cost optimization, risk mitigation, and operational resilience.</li><li>Managing complex vendor ecosystems, ensuring performance, compliance, and financial accountability.</li><li>Delivering executive-level reporting, including program status, financial adherence, risk posture, and strategic recommendations.</li><li>Driving change management strategies to ensure successful adoption of new technologies and processes across the enterprise.</li><li>Developing and overseeing Key Performance Indicators (KPIs) to measure program success, vendor performance, and operational impact.</li><li>Creating executive-level presentations that leverage data and analytics to tell a complete, compelling story—enabling informed decision-making and strategic alignment.</li></ul><h3>The Expertise and Skills You Bring</h3><ul><li>10+ years of experience in program management, vendor oversight, financial operations, and change management within a regulated enterprise environment.</li><li>Proven success in leading enterprise technology implementations, particularly in physical security, investigations, or infrastructure modernization.</li><li>Strong understanding of data-driven performance metrics.</li><li>Demonstrated ability to influence across organizational boundaries, build consensus, and drive alignment at all levels.</li><li>Experience in developing and managing KPIs to support strategic decision-making and continuous improvement.</li><li>Expertise in executive communication, including the ability to craft compelling presentations that translate complex data into strategic insights.</li><li>Enhances operational resilience through modernized and integrated security infrastructure.</li><li>Improves financial discipline via rigorous reconciliation and vendor accountability.</li><li>Accelerates innovation by identifying and deploying emerging technologies that support enterprise security goals.</li><li>Strengthens executive oversight through transparent reporting, strategic engagement, and actionable insights.</li><li>Supports organizational change through structured change management and stakeholder engagement.</li><li>Drives performance through clear, measurable KPIs that align with Fidelity’s strategic objectives.</li><li>Enables strategic decision-making through compelling, data-driven executive presentations.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>Program/Project 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.

Director, Security Technology Product Management

<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 Michigan 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.</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><li>Territory is in the Michigan(Detroit, Ann Arbor)markets.</li></ul>Must live in Michigan. 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 positionThe 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.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><h3>Category:</h3>Sales

Regional Director(Detroit/ Ann Arbor Territory)

<h3>Job Description:</h3><h3>The Role</h3>The Payroll Tax Analyst is a key contributor to the tax group with growth opportunity. You will work closely with various business units including Human Resources, Corporate Tax and individual business units to deliver tax solutions to meet the needs of the associates and the firm. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider.<h3>The Expertise and Skills You Bring</h3><ul><li>5-7 years of individual tax experience in Big 4 public accounting, multi-state and IRS tax experience, or combination of public accounting and in-house tax.</li><li>Bachelor’s degree in accounting, Finance, Business, HR; Master’s in taxation and/or CPA preferred</li><li>Experience with U.S. withholding taxation and reporting requirements</li><li>Confirmed understanding of tax systems</li><li>Intermediate level in Microsoft Office Tools, specifically Excel and Word</li><li>Experience working with IRS and multi-state taxation jurisdictions is required </li><li>Familiarity with data analytic tools (i.e. Alteryx, Power BI, etc.) </li><li>Experience working in the financial services industry is a plus </li><li>Experience in managing IRS, State and multi-state voluntary disclosures and resolving controversies</li><li>You can meet tight deadlines in a fast-paced environment </li><li>You produce high quality work and can prioritize multiple projects </li><li>You have strong accounting, analytical, problem solving, negotiation, influencing, written and oral skills</li><li>You take initiative while seeking appropriate guidance </li><li>You are detail and process oriented with strong ability to organize and analyze data </li><li>You’re a great collaborator </li><li>You are committed to self-development, continuous learning and career advancement </li></ul><h3>The Value You Deliver </h3><ul><li>Prepare / review Federal and State, withholding tax returns (monthly, quarterly, annual and amended)</li><li>Assist in analyzing relevant legislative changes and effectively communicate implications to management </li><li>Prepare/review/update quarterly and year-end state tax rates</li><li>Respond to inquiries on Federal and state notices </li><li>Identify opportunities to improve and/or automate processes to improve efficiencies and controls.</li><li>Serve as a primary liaison between the company and the state taxing authorities on controversy work, timely communication of significant state examination developments to ensure proper company compliance.</li><li>Preparing and responding to required surveys</li><li>Research, respond and resolve moderately complex associate withholding tax matters. </li><li>Perform/review research and other special projects as necessary to develop knowledge, understanding, and compliance with all applicable tax laws and regulations relating to job duties </li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>The Fidelity Payroll Tax Team is a fast-paced, team-focused, and dynamic work environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax team, you will be joining a group of professionals who always look for ways to provide high quality tax services and continuously develop efficient processes.<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisMost 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.

Payroll Tax Analyst

<h3>Job Description:</h3><h3>Business Analyst Consultant, FIA OCI/FIN Record Keeping Platform Team</h3>The RoleAs a Business Analyst on the FIA OCI/FIN Record Keeping Platform Team within the Core Wealth Platform Product Area, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome. In this role, you will focus on the platform health and modernization efforts of the applications and systems supporting the Fidelity Insurance Agency (FIA). Specifically, you will participate in initiatives supporting carrier product launches, advisor compensation management and tool integration and maintenance of FIN partner data.The Expertise and Skills You Bring<ul><li>Bachelor’s degree with 5-8 years of experience</li><li>Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met.</li><li>Proficiency in business acceptance testing, validation exercises, and release management. </li><li>Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements.</li><li>Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results.</li><li>Foundational exposure to Snowflake or similar data platforms Experience in SQL and ability to write and interpret SQL queries for data analysis and validation a plus.</li><li>Experience conducting business acceptance and validation testing and to leading the team through various stages of the release cycle.</li><li>Consistent track record of planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions. </li><li>Understanding of API documentation, payloads, and integration workflows.</li><li>Ability to lead initiatives and take accountability for overall program success.</li><li>Effectively translate business needs into technical requirements for developers and designers.</li><li>Ability to think strategically about the end-to-end process and how platform updates may impact the Team and the business.</li><li>Ability to identify application and system issues, enhancements, and requests by researching platform specifications, conferring with subject matter experts across the Enterprise.</li><li>Proficiency evaluating, and making updates to, procedures and processes with an eye towards operational efficiency.</li><li>Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations. </li><li>Ability to build credibility and trust with diverse partners across retail and workplace and understands how to influence without authority.</li></ul>The TeamYou will be a member of the Core Wealth Platform Area. Your primary focus will be supporting the platform health, growth, scale and modernization efforts of the platform, application and systems supporting the Fidelity Insurance Agency (FIA). In this role you will partner with a variety of key stakeholders including other squads withing the Platform Area, Wealth Digital Experience, FIA, and Brokerage partners.Note: Fidelity will not provide immigration sponsorship for this position.<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.

Business Analyst Consultant, FIA OCI/FIN Record Keeping Platform Team

<h3>Job Description:</h3>Job Description:We are seeking a visionary Director of Data Science to join the Artificial Intelligence and Machine Learning (AIML) team within Fidelity Fund and Investment Operations (FFIO). In this leadership role, you will drive the development and deployment of innovative machine learning solutions that address complex business and technical challenges across FFIO.Key Responsibilities:<ul><li>Over 5 years of hands-on experience in developing machine learning and large language models (LLMs) using Python and R.</li><li>Successfully designed, deployed, and optimized multiple AI/ML solutions in production, ensuring scalability and performance.</li><li>Continuously stay abreast of emerging AI/ML technologies, including AI agents, and apply cutting-edge tools to build effective, innovative solutions.</li><li>Collaborate closely with DevOps teams to establish and maintain robust AI infrastructure and deployment pipelines.</li><li>Proven ability to architect intelligent, adaptive AI systems that support diverse use cases, driving down development costs while maximizing business impact.</li><li>Strong proficiency in SQL, with extensive experience in data preprocessing, wrangling, and transforming unstructured data into enriched, structured formats to support data-driven decision-making.</li><li>Partner with business leaders to define project objectives, analyze current workflows, and design future-state processes powered by AI.</li><li>Work with senior stakeholders across business and technology to prioritize initiatives, maintain a healthy project pipeline, and ensure successful delivery.</li><li>Demonstrated aptitude for understanding complex business processes and data ecosystems, enabling more informed and strategic solution design.</li><li>Skilled in presenting project updates, insights, and solution demos to both technical and non-technical senior leadership audiences with clarity and confidence.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor of Computer Science, Statistics, Physics, or Finance</li><li>8+ years of industry experience in data science or machine learning roles.</li><li>Demonstrated success in leading data science or ML teams within complex, enterprise-scale environments.</li><li>Deep knowledge of AI/ML methodologies, including model development, data engineering, and deployment pipelines.</li><li>Strong proficiency in Python, SQL, and advanced data analysis techniques.</li><li>Hands-on experience with Generative AI, Deep Learning, and Large Language Models (LLMs), including techniques such as prompt engineering, chain-of-thought prompting, RLHF, and few-shot/one-shot learning.</li><li>Expertise with cloud and data platforms such as AWS, Snowflake, and Oracle RDS.</li><li>Experience working in Scaled Agile environments, with the ability to plan, prioritize, and deliver high-impact solutions.</li><li>Exceptional communication skills with the ability to engage and influence both technical and non-technical stakeholders. Proven ability to collaborate across cross-functional teams.</li><li>Comfortable navigating complex and ambiguous problem spaces with a solution-oriented mindset.</li><li>Passionate about staying at the forefront of AI/ML advancements and driving innovation through continuous learning and experimentation.</li></ul>The TeamFidelity Fund &amp; Investment Operations (FFIO) technology team crafts and maintains technology solutions and products that enable FFIO to provide accounting and investment management support services to Fidelity fund management and shareholders. Advanced Analytics team is responsible for providing thought-leadership by generating effective insights to improve business excellence using data science techniques.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.<h3>Certifications:</h3><h3>Category:</h3>Data Analytics and InsightsMost 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.

Principal Data Scientist

<h3>Job Description:</h3>The RoleAs a Business Analyst Consultant on the FIA Data Product and Governance team within the Core Wealth Platform Product Area, you will support multiple squad initiatives aimed at growing our core business and scaling our technology. You are a digitally savvy strategic thinker with a passion for delivering amazing customer experiences and building latest technology solutions. You value pace over perfection, enjoy both big picture strategic thinking and hands-on work, and are a collaborative partner who values commitment to team and Owning the Outcome. In this role, you will focus on data distribution, aggregation, and analysis for the FIA business. You will play a critical role in helping to analyze report impacts based on source data and format changes and support data governance, quality assurance, and compliance initiatives. You will lean into your growth mindset to stay current with emerging cloud technologies and analytics trends and create dashboards, reports, and visualizations to communicate insights to stakeholders.The Expertise and Skills You Bring<ul><li>Bachelor’s degree with 5-8 years of experience</li><li>Outstanding analytical skills, with the ability to analyze current business and technical processes, triage issues, find opportunities for efficiency and enhance applications and tools based on insights, solutions, and requirements.</li><li>Consistent track record of strategic planning, defining, and writing requirements, testing/learning, iterating on, and delivering best in class technical solutions. </li><li>Conducting business acceptance and validation testing and to leading the team through various stages of the release cycle.</li><li>Experience in managing large scale technical programs and projects with multiple streams of deliverables, resolving challenges, mitigating risks, and working through dependencies while collaborating with internal partners to ensure milestones are met.</li><li>Working knowledge on SQL, to perform basic querying and analyzing data (e.g., Oracle, Postgres, Snowflake).</li><li>Knowledge and understanding of reporting and dashboard tools (e.g., PowerBI, Tableau.)</li><li>Foundational understanding of Cloud &amp; related technologies (Cloud Practitioner certification a plus)</li><li>Strong execution background with the ability to multi-task and prioritize for efficiency and business need.</li><li>Ability to deal with ambiguity and uncertain, with technologies you may have never worked with previously and gather the data and information to get to the root of an issue to resolve.</li><li>Effectively translate business needs into technical requirements for developers and designers.</li><li>Ability to break a Jira story down into small components, understand the underlying purpose and be able to test.</li><li>Ability to identify application and system issues, enhancements, and requests by researching platform specifications, conferring with subject matter experts across the Enterprise.</li><li>Ability to think strategically about the end-to-end process and how platform updates may impact the Squad and the business.</li><li>Experience identifying and working with data to analyze, find opportunities, drive fact-based decision making, and measuring results.</li><li>Experience working with a full stack technical infrastructure with the ability to map dependencies and integrations. </li></ul>The TeamYou will be a member of the Core Wealth Platform Product Area. Your primary focus will be supporting the platform health, growth, scale and modernization efforts of the platform, application and systems supporting the Fidelity Insurance Agency. In this role you will partner with a variety of key stakeholders including other Teams withing the Platform Area, Wealth Digital Experience, Fidelity Insurance Agency (FIA), Fidelity Insurance Group (FIG), and Brokerage and enterprise partners.Note: Fidelity will not provide immigration sponsorship for this position<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.

Business Analyst Consultant - FIA Data Product & Governance team

<h3>Job Description:</h3>The RoleAre you an experienced Sales and Relationship management professional with a proven ability to build, manage and grow relationships with sophisticated institutional investors? Can you represent Fidelity’s investment management capabilities – across asset classes – to both clients and prospects? Do you work collaboratively across large and distributed teams to create alignment and represent the best of Fidelity to our clients? If so, we are excited to speak with you about a Vice President, Sales &amp; Relationship Manager role.The Expertise and Skills You Bring<ul><li>Bachelor’s degree required; MBA or CFA desired</li><li>15+ years of experience in the financial services industry with demonstrated track record of selling investment management products and solutions</li><li>Strong knowledge of U.S. Public Sector entities and capital markets; working knowledge of Fidelity’s domestic and international investment offering</li><li>Ability to engage with C-Suite executives across Investment, Treasury, and Benefits functions</li><li>Experience negotiating Investment Management Agreements and navigating complex financial, operational, legal, and compliance issues throughout business development process</li><li>Strategic thinking and creative problem-solving to drive client retention and growth</li><li>Series 7 and 63 registrations</li><li>Proven ability to build, manage, and maintain relationships with heavily regulated, complex, and demanding Public Sector clients</li><li>Excellent collaboration skills – ability to work with PMs, trading, research, and consultant relations to sell and retain a full range of investment solutions</li><li>Ability to communicate complex issues internally and externally and to advocate on behalf of clients while representing Fidelity in the market</li><li>Passion for financial markets, investment process and the delivery of effective investment solutions</li><li>Self-motivated and driven individual who can operate remotely and will find value-added ways to engage with CFOs and Treasurers</li><li>Proactively identify and develop new relationships in the Public Sector market to establish a sustainable pipeline of opportunities across asset classes</li><li>Identify speaking, partnership, and other opportunities to raise the visibility of Fidelity’s institutional brand</li><li>Interpersonal skills, consultative selling, and effective development and delivery of investment capabilities to advocate for Fidelity in the marketplace</li><li>Knowledge of industry trends, best practices, and insight from peer organizations to help clients navigate the dynamic investment environment</li><li>Share information and collaborate with colleagues across Fidelity to leverage best practices and work on cross-company initiatives</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamFidelity Asset Management Solutions (FAMS) is dedicated to the institutional marketplace and is a gateway to Fidelity’s deep institutional investment management capabilities in equity, fixed-income, high-income and global asset allocation. In this role, you will focus on selling Fidelity’s investment capabilities to Public Sector clients and prospects with greater than $500M of assets. The focus will be on Defined Benefit and Defined Contribution plans as well as balance sheet assets. These key areas of focus will require investment and financial acumen, attention to detail, the ability to listen and strategize with clients to develop solutions, while working across a demanding, but collaborative culture. As a key member of the Public Sector team, you will develop and implement a comprehensive, regionally focused, business development plan to raise new investment assets. Location: TBD (1/3rd of US Large Market Public Sector)The base salary range for this position is $120,000 - $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<h3>Category:</h3>Relationship Management

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