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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><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - 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.

Fidelity Investments

Financial Consultant - San Antonio, TX

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

Investment Consultant - Cleveland East, OH

<h3>Job Description:</h3><h3>Senior Full Stack Engineer</h3>DescriptionThe FI Data Solutions team is seeking an experienced, highly motivated and skilled Senior Full Stack Engineer to join our Fidelity Institutional Business Enablement Technology data squad in Smithfield, RI. The data infrastructure is going through significant growth and modernization, and this is an opportunity to take a leading role in shaping FI capability in this area. The work involves solution design, collaboration with our Salesforce CRM UI squads, data analysis, production rollout and production support project activities on data lakes using Snowflake, AWS, Python.The TeamThis position will be part of a critical data squad, Bsharks, while partnering with the Tech Mavericks and CRM Salesforce Delivery squads to form the data integration center for customer relationship management (CRM) within FI. We provide our CRM users with essential data for their day-to-day operations and support our clients. In addition, we deliver CRM team data to operational and reporting platforms, while building lasting and insightful relationships with our consumers. Our team partners closely with the Fidelity Institutional (FI) Market Readiness Team, is innovative, diverse, passionate, self-driven and customer obsessed. This is a dynamic environment that operates using mature agile practices and principles. We stress customer-obsessed thinking and a creative culture! The ideal candidate will have a passion for data and fall in love with the problem at hand, working through systems analysis and team collaborations to solve it. This position requires an independent thinker and collaborator, who demonstrates analytical thinking, active listening and champions continuous improvement.The Expertise and Skills You Bring• Bachelor’s or master’s Degree in a technology related field (e.g. Engineering, Computer Science, etc.) required with 6+ years of experience • 6+ years of experience in Data Warehousing, Data mart concepts &amp; implementations • 4+ years of experience in Data Warehousing concepts &amp; implementations (Snowflake preferred) • 4+ years of experience in object-oriented programming languages like Python/Java• 2+ years of experience in Python programming • Experience in Container technologies like Docker and Kubernetes • Experience with containerization (Docker preferred) • Experience in job scheduling tools (Control-M preferred)• Experience with orchestration tools (Control-M preferred, Apache Airflow Nice to Have• Experience with DevOps, Continuous integration and Continuous Delivery (Maven, Gradle, Jenkins, Git, Terraform, OpenTofu, KubernatesNote: Fidelity will not provide sponsorship for this role.The Value You Deliver• Passion and intellectually curiosity to learn new technologies and business areas • Exploring new technology products and using them to help our business needs • Experienced in mentoring junior engineers and growing talent • Delivering system automation by setting up continuous integration/continuous delivery pipelines.<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Senior Full Stack Engineer

<h3>Job Description:</h3>Job DescriptionFor you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license</li><li>Financial Services experience, we recommend five years</li><li>Degree and/or other professional certifications such as CFP are helpful</li></ul><h3>The Purpose of Your Role</h3>You are providing the highest level of customer service to Fidelity’s most sophisticated and most valued client. Through frequent communication and teamwork, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.<h3>The Skills You Bring</h3><ul><li>Extraordinary interpersonal communication skills, via telephone and face-to-face consultations</li><li>You have a passion for delivering thoughtful &amp; trustworthy service to clients seeking a personalized high-touch relationship</li><li>Your subject matter expertise will be used to address unique and complex client service requests</li><li>Your appreciation for working in a dynamic and collaborative environment</li><li>Assurance that portfolios remain in accordance with compliance guidelines</li></ul><h3>The Value You Deliver</h3><ul><li>Handling inbound calls and emails generated by a book of clients and collaborating on customer communications</li><li>Responding to a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning</li><li>Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews</li><li>Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings</li><li>Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant</li><li>Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments</li></ul><h3>How Your Work Impacts the Organization</h3>Our Private Wealth Management team is committed to bringing the most appropriate financial strategies to our client. It is our promise to protect, grow and transfer assets in an integrated way. As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated clientele.The base salary range for this position is $70,000 - $105,000 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>Relationship Management

Wealth Management Planning Consultant - Vancouver WA

<h3>Job Description:</h3>Role: Software Asset Manager (SAM) The RoleWe are seeking a seasoned and strategic Software Asset Manager to join the Fidelity ITAM Team. In this critical role, you'll be responsible for the governance and management of our enterprise-wide IT asset portfolio, with an emphasis on software. You will develop and implement strategies to control costs, mitigate compliance risks, and optimize asset utilization across their entire lifecycle. Your expertise will be crucial in managing complex, large-scale vendors, ensuring our company maximizes the value of its significant technology investments in a highly regulated financial environment.<ul><li>Develop, implement, and oversee comprehensive IT Asset Management (ITAM) policies, processes, and procedures for both hardware and software.</li><li>Drive administration and optimization, leveraging the ServiceNow platform, SAM Pro module to manage complex software entitlements and reconciliation.</li><li>Influence the complete IT asset lifecycle, from procurement and deployment to maintenance, utilization, and secure disposal.</li><li>Lead software license management and compliance efforts, ensuring adherence to complex enterprise agreements with major vendors like IBM, Microsoft, and Oracle to avoid audit risks and financial penalties.</li><li>Conduct regular internal audits and reconciliation of asset data within ServiceNow to maintain the accuracy of the ITAM database and Configuration Management Database (CMDB).</li><li>Analyze asset data and usage trends to identify opportunities for cost savings through license optimization, hardware consolidation, and strategic sourcing.</li><li>Collaborate closely with IT, Finance, Procurement, and Legal teams to support budgeting, forecasting, and contract negotiations for IT assets.</li><li>Generate and present detailed reports and dashboards from ServiceNow on asset inventory, compliance status, and financial metrics to senior leadership.</li><li>Stay current with industry best practices, licensing models, and regulatory changes impacting IT assets within the financial services sector.</li></ul> The Expertise and Skills You Bring<ul><li>Required Experience: A minimum of 5 years of progressive experience in IT Asset Management, with a proven track record within a large, complex enterprise environment, preferably in financial services.</li><li>Team Player: Self-motivated, who brings energy, enthusiasm, and intellectual curiosity to the role.</li><li>ServiceNow Expertise: Expert-level, hands-on experience with the ServiceNow platform is required, specifically with the Hardware Asset Management (HAM) and Software Asset Management Professional (SAM Pro) modules.</li><li>Vendor Management Expertise: Extensive, hands-on experience managing enterprise-level licensing agreements and relationships with major software vendors such as IBM, Microsoft, and Oracle.</li><li>Technical Proficiency: Deep knowledge of ITAM principles and best practices (e.g., ITIL, IAITAM). Experience with other discovery tools is a plus.</li><li>Analytical Skills: Strong ability to analyze complex datasets, identify discrepancies, and translate data into actionable insights and strategic recommendations.</li><li>Financial Acumen: Solid understanding of budgeting, financial analysis, and cost allocation as they relate to technology assets.</li><li>Communication &amp; Negotiation: Excellent interpersonal and communication skills, with a proven ability to negotiate effectively with vendors and influence stakeholders across the organization.</li><li>Attention to Detail: Exceptional execution skills with a meticulous and detail-oriented approach to managing asset data and ensuring compliance with intricate contract terms.</li><li>Certifications (Preferred): Certified IT Asset Manager (CITAM), Certified Software Asset Manager (CSAM), or ServiceNow certifications (e.g., Certified System Administrator, SAM Professional) are highly desirable.</li><li>Required Education: Bachelor's degree in Information Technology, Business Administration, Finance, or a related field.</li></ul>Note: Fidelity will not provide sponsorship for this roleThe TeamAs part of Enterprise Infrastructure &amp; Operations Foundational Tools Team, you will partner across Fidelity technology organizations to implement and support industry leading software asset management practices. You will also play a key role in driving the automation and modernization of Fidelity’s SAM practices to support the next generation IT Operations, SRE and DevOps.<h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost 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.

Software Asset Manager

<h3>Job Description:</h3>As a Vice President, Managing Director in Select Market you will be responsible for building, maintaining, and growing strong and committed relationships with key employee benefit decision makers, influencers, and C- suite executives at a set of Fidelity’s institutional clients. This role leads and collaborates with an internal team of service-based associates and business partners across the Fidelity organization to solve client problems and offer consultative solutions for client needs. Together with your internal teams, and partnering with the Plan Sponsor contacts, you’ll help our clients lead successful Benefits and Total Wellness programs to improve their employees’ overall wellbeing. CANDIDATES MUST BE LOCATED IN CENTRAL OR EASTERN TIME ZONESHow Your Work Impacts the OrganizationFocusing on understanding and responding to clients. Assume a consultative role to acquire a clear understanding of the business needs and relevant issues. Ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.The Expertise You Have <ul><li>Require associate in this role to hold Series 7 &amp; 63 licenses</li><li>Prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry</li><li>Experience with Health and Welfare, Defined Benefits and Stock Plan Services administration is also effective, but not required</li></ul>The Value You Deliver <ul><li>Building positive client relationships based on shared dedication to mutual goals. Setting the strategic direction for the relationship and demonstrates ultimate ownership and accountability. Acting as the client’s “trusted advisor.”</li><li>Identifying and maintaining consistent formal/informal contact with key client decision makers. Engaging key client decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>Staying advised of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to advise and drive client happiness.</li><li>Designing and conducting strategic planning and service review meetings, either virtually or in person, to better understand client's goals and objectives. Appropriately positioning products and solutions that will help the client achieve their overall benefits goals.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consulting with clients on qualified and potentially non-qualified plan design alternatives.</li><li>Working with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</li><li>In partnership with Consultant Relations, building productive long-term relationships with consultants and/or advisors.</li><li>Developing and maintaining collaborative relationships across a broad spectrum of Fidelity business partners to drive operational accuracy, efficiency and problem resolution. Leading internal team in problem resolution.</li></ul>Strategic Book Management<ul><li>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</li><li>Leads a diverse multi-product Fidelity offering including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</li><li>Differentiates Fidelity's benefits approach against competitive benefit solutions.</li><li>Proactively leads pricing and fees discussions using more sophisticated pricing levers.</li><li>Responsible for collaborating with extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</li><li>Advocates for the client within the boundaries of sound financial judgment and long-term Fidelity interests.</li><li>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</li><li>Provides analysis and advice to resolve the needs of internal/external customers.</li><li>Handles difficult client interactions and solves sophisticated book of business/client challenges. Solves issues and leads customer concerns appropriately.</li><li>Excellent presentation, influence, and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Relationship 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.

VP, Managing Director- 401K Relationship Manager

<h3>Job Description:</h3>Job Overview:The Digital Solutions Software Engineering OSG team is looking for a highly motivated principal software engineer technical lead. This role involves developing high-performance, secure, and scalable applications. The ideal candidate will have a strong understanding of modern software engineering best practices and experience in Agile software delivery.You will be responsible for designing, developing, and maintaining quality software components for core and critical applications used throughout the organization. Additionally, you will help define, implement, and advance development practices, standards, and strategies, contributing to the modern engineering practice across our platforms and teams. Key Responsibilities:<ul><li>Design, develop, and maintain high-quality software components for core OSG applications.</li><li>Ensure the performance, security, and scalability of microservice-based applications.</li><li>Collaborate with cross-functional teams to define, design, and ship new features.</li><li>Participate in code and design reviews to maintain high development standards.</li><li>Contribute to the continuous improvement of development practices, standards, and strategies.</li><li>Implement and maintain CI/CD pipelines to ensure smooth and efficient software delivery.</li><li>Advise and approve unit and integration tests to ensure software quality and reliability.</li><li>Work closely with product owners, chapter leads, and architects to influence technical improvements.</li><li>Investigate and share innovative practices with team members.</li></ul>Required Expertise:<ul><li>Bachelor's degree (or higher) in a quantitative or computational field such as Computer Science, Information Technology. </li></ul><ul><li>8+ years of hands-on experience in building complex software solutions preferably working with investment management professionals. </li></ul><ul><li>Ability to effectively communicate with multiple stakeholders including technology partners and the business.</li></ul><ul><li>Full-stack software development knowledge preferably with Angular, Java, Spring Boot, Batch and Kafka </li></ul><ul><li>Experience with testing software, including writing automated unit, integration, performance, and end-to-end tests. </li></ul><ul><li>Agile development practices that prioritizes the incremental delivery of working software and responds well to change in requirement scope. </li></ul><ul><li>Ability to accept and adapt to scope changes incorporating it seamlessly. </li></ul><ul><li>Experience with AWS cloud environment development and deployment. </li></ul><ul><li>Kubernetes/EKS deployment and operations management exposure is a plus. </li></ul><ul><li>Experience leading development teams through mentorship, technical expertise, and technical excellence </li></ul><h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost 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, Full Stack Engineer

<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>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.

VP, Branch Leader - Greenwich, CT

<h3>Job Description:</h3>The DepartmentStrategic Advisers, LLC (SAI) is a registered investment advisor and wholly owned subsidiary of FMR LLC that provides investment management services to clients through Fidelity’s retail and institutional distribution channels. For more than 35 years, SAI 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 to $1 trillion in assets under management in a blend of Fidelity and third-party investment vehicles, the SAI team of investment professionals constructs and manages asset allocation portfolios for more than 3.5 million customer accounts.The Role We’re seeking a Quantitative Analyst to join our Private Markets Investment Team. In this role, you will support our expanding private market offerings by developing quantitative models and data-driven analyses that inform the management of private asset funds.You’ll collaborate within the investment organization to support our growing private market strategies. Projects will focus on liquidity management, portfolio construction, and risk modeling, employing large-scale datasets and statistical techniques to enhance decision-making.Ideal candidates are intellectually curious, collaborative, and skilled in quantitative modeling, programming, and financial analytics. You should be able to translate investment needs into clear, actionable projects and communicate ideas effectively to diverse audiences.This is a dynamic opportunity within a rapidly expanding business, suited for someone with an entrepreneurial attitude.The Expertise and Skills You BringWorking within the private markets investment team, you will develop quantitative models and analytical tools to support portfolio construction and investment decisions for SAI’s private market funds. Your work will directly contribute to enhancing risk-adjusted performance across private equity, private credit, and private real assets. Key responsibilities<ul><li>Build and maintain cash flow forecasting models at fund and security levels across private asset classes.</li><li>Design liquidity management frameworks to optimize capital calls, distributions, deal flow, and credit line usage.</li><li>Create rebalancing strategies that account for liquidity constraints, fund schedules, and client fairness.</li><li>Provide rebalancing guidance under varying market conditions, including DIY investor support.</li><li>Enhance and integrate private asset risk models into enterprise systems; validate against third-party models.</li><li>Conduct custom risk analyses (e.g., stress tests, scenario analysis) to inform investment decisions.</li><li>Contribute to the design of a private asset risk framework and its impact on portfolio construction.</li></ul>Qualifications<ul><li>5+ years of experience in quantitative investment research (e.g. portfolio optimization, portfolio construction, and risk modeling) roles, specifically for a multi asset class investment processes.</li><li>Quantitative research experience in private markets is a plus.</li><li>Demonstrated ability to conduct independent empirical research and a willingness to identify and present new research ideas.</li><li>Graduate degree in a related field (Finance, Engineering, Statistics, Mathematics, etc.) preferred</li><li>CFA or CAIA is a plus.</li></ul>The base salary range for this position is $150,000 - $250,000 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 Analyst – Private Assets

Department: Marketing/Communications
About Us: 
Ballard Spahr is a renowned national law firm with more than 750 lawyers across 18 offices in the United States. A career at Ballard Spahr offers a diverse group of mentors, colleagues, and friends, and strong leadership that provides support and encouragement for career growth.
The successful candidate will be an important part of our Marketing team and will be required to work closely with Litigation Department leadership, practice group leaders, Marketing department leadership, attorneys, and other marketing team members to support the Litigation practices in developing new business and deepening existing client relationships. The ideal candidate will demonstrate independent judgment, strategic and diplomatic thinking and the ability to lead business development efforts while building consensus. The position will also work collaboratively with marketing colleagues on relevant firmwide and industry-focused projects.
Why Join Us? 
<ul>
<li>Innovative Work Environment: Become part of a forward-thinking firm that enjoys substantial support and visibility from the firm's executive leadership.</li>
<li>Professional Development: Take advantage of continuous learning opportunities and avenues for career growth.</li>
<li>Inclusion: Join a Business Resource Group and share cultural, experiential, or job-related interests, experiences, and/or backgrounds.</li>
<li>Impactful Contributions: Play a pivotal role in developing industry-leading solutions that make a significant difference in legal practice and client service.</li>
</ul>
Your Role: 
As a Business Development Manager within our Business Development and Proposal team your responsibilities include but are not limited to:
<ul>
<li>Leading efforts to identify relationships and build awareness of firm capabilities with relevant practice and industry organizations</li>
<li>Providing business development coaching in group and one-on-one settings</li>
<li>Participating in pitches and client meetings to help identify and pursue business development opportunities with targets and existing clients, including strategic account management and industry teams</li>
<li>Developing target lists and opportunities for new business</li>
<li>Maintaining a rolling pipeline which tracks opportunities; forecasts targets and helps attorneys achieve goals</li>
<li>Managing the compilation, development and maintenance of relevant database contact/mailing lists</li>
<li>Working with Department Chairs and Practice Group leaders to create and implement strategic business development plans</li>
</ul>
What We're Looking For: 
<ul>
<li>Growth Mindset: Self-motivated with a passion for continuous learning and problem-solving.</li>
<li>Communication: Strong verbal and written communication abilities.</li>
<li>Detail-Oriented: Keen attention to detail with the ability to manage multiple priorities and deadlines independently.</li>
</ul>
Required Experience:
Bachelor's degree in a relevant field, accompanied by at least five years of experience in professional services marketing. Exceptional writing, editing, and verbal communication skills. Proven ability to manage complex projects, analyze data effectively, and collaborate across teams. Advanced proficiency in computer applications; familiarity with CRM systems is highly desirable. Deep understanding of business operations and a strong commitment to client service excellence. Demonstrated capacity to juggle multiple priorities and meet tight deadlines. Unwavering work ethic and a collaborative, team-oriented mindset.
The salary range for this position is from $140,000 - $160,000, which reflects the Firm's good faith and reasonable estimate of possible compensation at the time of posting. Actual pay will depend on several factors such as the candidate's experience, qualifications, and location.
Ballard Spahr offers an excellent benefits package. A summary of available benefits can be found <a href="https://www.ballardspahr.com/careers/staff" target="_blank">here</a> in the Careers section of the firm's website.
Ready to Grow with Us?
If you are ready to play a vital role in the Firm's success, we encourage you to apply and be a part of our commitment to excellence.
At Ballard Spahr, we believe that our skills, perspectives, and backgrounds drive innovation and excellence, while our unique culture fosters collaboration and success. Our culture of thriving together forms the cornerstone of how we deliver exceptional service and position our firm for a strong future. We welcome and encourage applicants from all backgrounds to apply.
Ballard Spahr is an equal opportunity employer. We offer equal consideration to all qualified applicants, regardless of race, ethnicity, religion, age, national origin, handicap or disability, citizenship, sex, pregnancy, childbirth or related medical condition, sexual orientation, gender identity and expression, transgender status, sex stereotyping, genetic information, ancestry, veteran status or any other category protected by applicable law.
The firm is not accepting resumes from search firms for this position.

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