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<h3>Job Description:</h3><h3>Financial Consultant</h3>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Fidelity Investments

Financial Consultant - Campbell, CA

<h3>Job Description:</h3>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul>The Purpose of Your RoleOur mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.The Skills You Bring<ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You DeliverYou are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.How Your Work Impacts the OrganizationYou will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.<h3>Certifications:</h3>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Vice President, Branch Leader - Albuquerque, NM

<h3>Job Description:</h3>Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships?Our Financial Planning offices are filled with energy and potential and our Regional Planning Consultants play a vital role in supporting investor center associates by reinforcing the principles of consultative selling. You will impact associate development through focused coaching support in the key foundational areas, including communication skills, our product offering and practice management techniques.<h3>The Expertise We’re Looking For</h3><ul><li>We ask that you have sales experience in the financial service industry</li><li>We require a Series 7 &amp; 63 and will allow study time to obtain the Series 66 &amp; Insurance licenses within 6 months of hire</li><li>CFP certification preferred</li></ul><h3>The Purpose of Your Role</h3>Our vision for the Regional Planning Consultant is to develop sales associates through collaboration and mentoring, to ensure they possess the skills needed to provide a premier experience to our clients and grow their books.<h3>The Skills You Bring</h3><ul><li>Your planning skills and in-depth knowledge of financial product offerings</li><li>You are confident in front of an audience of any size and have impressionable public speaking skills</li><li>Your unparalleled desire to coach and impact others’ results</li><li>You are an approachable leader with the ability to effortlessly influence others</li></ul><h3>The Value You Deliver</h3><ul><li>Providing subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory services, insurance offerings, and retirement</li><li>Coordinating with branch management, you are using supportive development plans to provide collaborative training to associates who are improving their skills and abilities to execute in their roles</li><li>You are encouraging the growth of our branch associates and preparing them to become highly proficient and effective sales consultants by embracing consultative selling practices</li><li>Leading by example and demonstrating organized preparation and effective follow up skills</li><li>Partnering with branch consultants in client appointments to support the introduction and implementation of appropriate product solutions</li></ul><h3>How Your Work Impacts the Organization</h3>Your work supports Personal Investments by delivering financial service expertise through inclusive mentorship and development activities.<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales SupportMost 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.

Vice President, Regional Planning Consultant - Austin, TX

<h3>Job Description:</h3>Job Description: Principal Data Scientist The Role Do you want to work at the epicenter of new and emerging technologies? Not just tinkering around the edges, rather building critical solutions that will benefit our teams for years to come. Those who love to work with data may see this as the pinnacle of opportunities anywhere in the industry. Asset Management’s Advanced Process Solutions team is seeking a Principal Data Scientist with experience in Large Language Models, Natural Language Processing, Machine learning, various Deep Learning related technologies, predictive and prescriptive analytics. If you want to build, design, and implement machine learning applications, such as: modeling, data ingestion, building data pipelines, writing APIs; as well as, designing and implementing natural language processing (NLP) and other machine learning algorithms, then this is the role for you! The Expertise and Skills You Bring <ul><li>Deep understanding of Machine Learning &amp; Deep Learning algorithms </li></ul><ul><li>Proven experience working with business partners to understand their problem, design and model a solution, and bring a prototype to market efficiently </li></ul><ul><li>Practical LLM application experience: RAG architectures, vector databases (e.g. Pinecone, FAISS), prompt engineering, evaluation frameworks, and guardrails/safety. </li></ul><ul><li>Knowledge of most of the following quantitative fields: Natural Language Processing, OCR Information Retrieval, Machine Comprehension, Question Answering, Reinforcement Learning, Knowledge Graph, Causal Inference, and Design of Experiment </li></ul><ul><li>Programming skills and experience, such as Python, Scikit Learn, PyTorch etc. </li></ul><ul><li>Expertise in navigating large data sets (structured and unstructured), discovering, cleaning, analyzing, and preparing data for ingestion </li></ul><ul><li>Experience building and hosting data pipelines and RESTful APIs </li></ul><ul><li>Professional experience building scalable applications in AWS </li></ul><ul><li>Familiarity with CI/CD and DevOps standard methodologies and/or ML-Ops </li></ul><ul><li>Additional technical skills that are nice to have: Snowflake, JavaScript, Spark, Serverless, Jenkins, Concourse, NoSQL databases, Tableau, R, Linux </li></ul><ul><li>A creative problem solver, who thrives on working through complex challenges and is fueled by a natural curiosity to keep up with continuous advancements and trends in technology </li></ul><ul><li>Strong technical foundation with an ability to learn new skills and technologies as needed </li></ul><ul><li>Great collaboration and interpersonal skills while also demonstrating the ability to be self-starter and independent thinker </li></ul><ul><li>Strong communication and presentation skills, with the ability to explain complex technical/analytical concepts to audiences at all levels (technical and non-technical) </li></ul><ul><li>Computer science / mathematics / quantitative educational background </li></ul><ul><li>Working knowledge of Investment Management business domain knowledge across some combination of Research, Portfolio Management, Trading, Compliance, and Investment Operations is helpful, but not necessary </li></ul><ul><li>Bachelors or equivalent with 7+ years of experience or Masters with 5+ years of experience </li></ul>The Team The Advanced Process Solutions Emerging Solutions is on the frontier of emerging technology and delivers innovative, scalable, industry-leading tools that enable Asset Management to achieve competitive advantage globally. Our work in this truly groundbreaking initiative will provide a major contribution to Asset Management’s business operations and scale and efficiency objectives. <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>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRAThe base salary range for this position is $45,000 - $70,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Services Representative - Vancouver, WA

<h3>Job Description:</h3>The RoleThe Implementation Service Sr. Specialist (ISSS) plays a critical role in supporting Implementation Project Managers in onboarding advisors onto our platform. This position aids in ensuring a smooth, efficient, and positive onboarding experience by managing operational tasks, coordinating with internal teams, and serving as a trusted resource for advisors throughout the process.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s Degree and 2+ years of operations and/or service experience in the financial services industry or equivalent college experience preferred</li><li>Series 7 encouraged</li><li>Strong organizational skills, attention to detail, and the ability to manage multiple inquiries concurrently in a dynamic, cross-collaborative environment</li><li>Ability to explain processes clearly, and build trust using excellent interpersonal, verbal and written communication skills</li><li>Solid understanding of Fidelity brokerage policy and procedures</li><li>Ability to gain proficiency with FBSI/FDOT/OpsWorX, MyWorkspace, XTRAC, Wealthscape, Salesforce and Microsoft Office applications</li></ul><h3>The Implementation Service Sr. Specialist Will Do the Following</h3><ul><li>Partner with Implementation Project Management to execute advisor onboarding plans within defined timelines and service standards</li><li>Support advisors transitioning their book of business onto the platform, providing clear guidance and timely responses to inquiries</li><li>Monitor progress and proactively identify potential issues, escalating as needed to ensure successful implementation</li><li>Maintain detailed records of onboarding activities and status updates in Salesforce and project tracking tools</li><li>Contribute to continuous improvement initiatives by sharing feedback and best practices</li><li>Manage small to mid-level implementation projects by addressing advisor inquiries via email, phone, Zoom (as needed) to ensure a seamless transition</li><li>The ISR team will focus on client satisfaction with specific attention in the areas of account opening, transfer of assets, not in good order (NIGO) management, problem resolution, Wealthscape platform and tools, and answering inbound inquiries</li></ul><h3>The Value You Deliver</h3><ul><li>Accelerating advisor productivity and strengthening client relationships by delivering exceptional service to clients during a Moment that Matters, often their first experience working with Fidelity</li><li>Acting as a liaison on behalf of Advisors to FIWMS organization to address their needs</li><li>Responding to client inquiries during the asset realization of the on-boarding experience</li></ul><h3>The Team</h3>The Client Conversion Services (CCS) Implementation team ensures the detailed transition of Broker Dealers, Advisors, Bank &amp; Trust companies and Family Office clients onto the Fidelity Institutional Wealth Management Services’ (FIWMS) platform. Fidelity Institutional Wealth Management Services (FIWMS) is a division of Fidelity Investments that offers clearing and custody services; investment and technology products and solutions; institutional trading products, services, and execution; and a range of insights, expertise, and extraordinary client experience to more than 13,500 financial intermediary firms and institutions. These firms and institutions include registered investment advisors (RIAs), strategic acquirers and professional asset managers, broker-dealers, bank and trust companies, insurance companies, and family offices and wealthy families. The Client Conversion Services Project Management team within Client Experience supports the onboarding of these businesses. The Team works closely with Sales and Relationship Management, Product and Technology Specialists, Training Consultants, Deployment Consultants and Client Service.The base salary range for this position is $55,000-105,000 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>Client Service

Implementation Service Sr. Specialist - Client Experience

<h3>Job Description:</h3>The DepartmentStrategic Advisers, LLC is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail, workplace, and institutional distribution channels. For more than 30 years Strategic Advisers has specialized in the design, construction, and management of asset allocation solutions, as well as the methodologies for many of Fidelity’s investment planning tools, to help investors reach their financial goals. With over $1 trillion in assets under management in a blend of Fidelity and third-party investment vehicles, the Strategic Advisers team of investment professionals’ constructs and manages asset allocation portfolios for more than 3 million customer accounts.The RoleThe Research and Development team within the Portfolio Engineering group is responsible for the research and development of investment methodologies that enable SAI to manage personalized client portfolios at scale. The team focuses on using quantitative portfolio construction methods to implement new investment ideas and capabilities in millions of client accounts, bridging product development, fundamental and quantitative research, investment management and technology. As SAI continues to grow and manage increasingly complex goals and portfolios, the Research and Development team will play a key role in improving and building the new portfolio construction methodologies, tools, workflows, and platforms that are needed.Responsibilities<ul><li>Research, design and prototype the next generation of quantitative investment methodologies such as portfolio construction, optimization tuning, prediction modelling and quality metrics.</li><li>Evolve the investment management process and workflow to create tax-smart client portfolios taking into consideration asset allocation, asset location &amp; fund selection to deliver optimal portfolios for clients. </li><li>Work with portfolio management, research and engineering to enhance the existing portfolio construction process for both single and multi-account investment solutions across multiple distribution channels.</li><li>Partner with the investment architecture and business partners as a subject matter expert to guide requirements for future platform capabilities.</li><li>Look for opportunities to improve investment management efficiency and effectiveness across Portfolio Engineering (e.g., scale, process, client outcomes)</li><li>Evaluate emerging technologies and portfolio construction techniques with potential to improve investment outcomes.</li></ul>Education and Experience<ul><li>5+ years of work experience in the investment management industry in a role where quantitative finance and technical skills were required.</li><li>Graduate degree in a related field (Finance, Engineering, Mathematics and Computer Science).</li></ul>Skills and Knowledge:<ul><li>Experience with quantitative portfolio construction methods, optimization techniques, tax-sensitive investment management and portfolio analysis.</li><li>Advanced technical skills for prototyping solutions e.g. R, Python, data access, source control, and BI tools.</li><li>Ability to understand and collaborate with technology at a deep level to evolve investment platform.</li><li>Analytical and architecture-oriented attitude, ability to visualize patterns and abstract problems.</li><li>Ability to work across the organization in various disciplines to drive consensus/closure; strong collaboration and influence skills; project management mind-set.</li><li>Creative, innovative thinker with intellectual curiosity and motivation to learn and grow.</li></ul>Other:<ul><li>Location: Boston or Denver</li></ul>The base salary range for this position is $100,000 - $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><h3>Category:</h3>Investment Professionals

Quantitative Investment Analyst

<h3>Job Description:</h3>Job Title: Principal Business AnalystNote: Fidelity will not provide sponsorship for this position.We are seeking a Principal Business Analyst to be at the forefront of innovation—leading product development within one of the Fidelity Center for Applied Technology (FCAT)’s incubators. These incubators are where visionary ideas meet cutting-edge technology, transforming concepts into proofs of concept (POCs), pilots, minimum viable products (MVPs), and, ultimately, scaled solutions that redefine the marketplace.This role demands a highly skilled business analyst with a passion for Artificial Intelligence (AI), Generative AI (GenAI), Large Language Models (LLMs), and Prompt Engineering. You’ll be part of a dynamic team that conceives, designs, and builds disruptive products—driving innovation that impacts Fidelity and the industry at large. If you thrive in fast-paced, startup-like environments and have a proven track record of delivering POCs and prototypes, this is your opportunity to make a lasting impact.The Role<ul><li>Lead analysis for POCs, pilots, and production-ready products within FCAT</li><li>Collaborate closely with developers, designers, product owners, data scientists, and engineers to translate complex business needs into actionable technical stories</li><li>Research emerging technologies and envision their impact on Fidelity and its customers</li><li>Help prioritize initiatives across POCs, pilots, and scaled products</li><li>Apply exceptional communication and collaboration skills to align business goals with technical execution across cross-functional teams.</li><li>Work in an agile environment, with a focus on rapid prototyping and iteration</li></ul>The Expertise You Bring<ul><li>Bachelor’s degree (or equivalent) in business, computer science, engineering, IT, information systems, mathematics, physics, or a related field</li><li>6+ years of experience in agile business analysis, with at least 3+ years driving AI/GenAI initiatives</li><li>Demonstrated ability to translate complex business needs into clear requirements, build strong partnerships, and collaborate with engineering teams on test plans and validation</li><li>Proven leadership skills to guide stakeholders and train teams on new solutions and architectures</li><li>Hands-on experience leading POCs and prototypes to validate innovative ideas and accelerate product development</li><li>Background in startups or new product development within large organizations</li></ul>The TeamThis role reports to the Director of Business / Systems Analysis within FCAT and is a critical member of the FCAT Product group, which develops innovative products and services leveraging Artificial Intelligence and emerging technologies. This role will help grow the FCAT practice of leveraging AI for product development. The findings from FCAT may influence the broader Fidelity organization’s adoption of these types of new and emerging technologies.Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a>. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.We invite you to Find Your Fidelity at <a href="http://fidelitycareers.com/" target="_blank">fidelitycareers.com</a>.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations @fmr.com</a>, or by calling 800-835-5099, prompt 2, option 3.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.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.The base salary range for this position is $79,000-153,000 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>Business Analysis

Principal Business Analyst

<h3>Job Description:</h3><h3>Portfolio Associate</h3>SummaryOutstanding opportunity to join a growing team overseeing the general account portfolios of the insurance and reinsurance companies within Fidelity Investments. Come join a team leading one of the best-in-class financial services companies in expanding its life and annuity businesses to provide value to Fidelity customers. This role will support the growth of the general account portfolios including assisting in the development and oversight of the alternative asset portfolio and external investment mandates.Specific responsibilities include:<ul><li>Assist in the development and oversight of a portfolio of limited partnership fund investments and bespoke investment mandates to achieve the investment objectives of the general accounts.</li><li>Develop and assess asset manager benchmark and peer relative performance.</li><li>Actively participate in due diligence meetings and support overall asset manager oversight processes for new asset managers.</li><li>Develop investment memoranda with investment recommendations for new investment opportunities.</li><li>Monitor portfolio investments, assessing the competitive landscape, performance track records, and overall market environment.</li><li>Coordinate all data and analytical requests made of asset managers.</li><li>Support the development of financial forecasts and accompanying capital markets assumptions.</li><li>Develop investment reporting for senior leadership.</li></ul>QualificationsWe are seeking an Investment Associate who has the following minimum qualifications:<ul><li>Bachelor’s degree in a relevant quantitative field and 3+ years of asset management or related work experience;</li><li>Experience with private asset classes, securitized products, or other asset class experience;</li><li>Experience developing and implementing investment strategies through the use of external asset managers;</li><li>Ability to contribute to existing portfolio management processes and develop new processes including data management;</li><li>Experience monitoring asset manager performance and compliance within investment guidelines;</li><li>Strong ability to collaborate with internal and external constituents including asset managers, portfolio managers, risk management, actuarial, finance, tax, and operations functions;</li><li>Ability to innovatively contribute to an entrepreneurial insurance and reinsurance team, within a large organization environment; and</li><li>Strong proficiency in Microsoft Office and familiarity with specialized private and alternative databases.</li></ul>The following additional qualifications are preferred:<ul><li>MBA or Master’s degree in a quantitative discipline;</li><li>Other industry certifications such as CFA, FSA, ASA, CERA, FRM;</li><li>Experience with limited partnership investments; and</li><li>Experience managing investment portfolios within a reinsurance or insurance company focused on asset liability management.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position. Compensation and LocationPosition located in Boston, MA or Jersey City, NJ. Competitive salary, bonus, and benefits package commensurate with experience.The base salary range for this position is $90,000 - $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>Investment Professionals

Portfolio Associate

Job Title Hearing Coordinator/UKHC Requisition Number RE52837 Working Title Hearing Coordinator/UKHC - Eastern State Hospital Department Name H1060:ESH Medical Office Work Location Lexington, KY Grade Level 08 Salary Range $19.00-30.09/hour Type of Position Staff Position Time Status Full-Time Required Education HS Click here for more information about equivalencies: <a href="https://hr.uky.edu/employment/working-uk/equivalencies" target="_blank">https://hr.uky.edu/employment/working-uk/equivalencies</a> Required Related Experience 3 yrs Required License/Registration/Certification Licensed KY Notary Physical Requirements Requires handling of average-weight objects up to 25 pounds, or sitting for long periods Shift Monday – Friday 8:00 am – 5:00 pm Job Summary The ESH hearing coordinator acts as the liaison between ESH and the court system for all 50 counties served by the hospital. The position is responsible for coordinating weekly court hearings within the hospital and ensuring timely completion of all court documentation by ESH staff. This includes civil commitment, guardianship, and other court documents completed by providers. The hearing coordinator maintains and updates records of court processes related to ESH and its patients. With ESH leadership, also serves as a liaison to UK Legal Counsel, ensuring appropriate expertise is involved in answering legal questions. Skills / Knowledge / Abilities Completion of high school diploma or GED, experience preferred. Must have a valid Driver’s License. The employee shall become familiar with HIPAA regulations and do their utmost to protect all protected health information (PHI) and other personal or sensitive information within their trust in the course of state business by applying appropriate safeguards and sharing only the information required to deliver agency services. Any personal or sensitive information overheard or seen by the employee will be kept confidential by not sharing it with others, on or off the work-site grounds. Must have computer competency in approved systems. Must have excellent customer service skills. Does this position have supervisory responsibilities? No Preferred Education/Experience Prefer three years experience in office/clerical work. Deadline to Apply 01/21/2026 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors, the University of Kentucky is a Tobacco &amp; Drug Free campus. The University follows both the federal and state Constitutions as well as all applicable federal and state laws on nondiscrimination. The University provides equal opportunities for qualified persons in all aspects of institutional operations and does not discriminate on the basis of race, color, national origin, ethnic origin, religion, creed, age, physical or mental disability, veteran status, uniformed service, political belief, sex, sexual orientation, gender identity, gender expression, pregnancy, marital status, genetic information or social or economic status. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

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