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<h3>Job Description:</h3><p>The Role</p><p>In this role you will be responsible for assessing and documenting the requirements for alternative investment products operational ecosystem, including hedge funds and liquid alternatives products. The areas for evaluation will include Fidelity Fund Investment Operations. You will provide critical alternatives subject matter expertise and context to accelerate product roadmap and target state operating model. </p><p>This role is in the Alternatives group within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO’s capabilities and to accelerate operational readiness for new products and requirements. The role will interact with many groups within the Fidelity organization and effectively represents the business to customers and business partners.</p><p>The Expertise and Skills You Bring</p><ul><li>Advanced knowledge of broad and deep operations of liquid alternatives products and hedge funds including derivative instruments and requirements related to portfolio transactions for pooled investment funds.</li><li>In-depth knowledge of US GAAP accounting financial reporting standards for investment companies including public and private funds.</li><li>Research skills including the ability to gather information about a topic, review that information and analyze and interpret the details in a way to support a solution.</li><li>Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. </li><li>Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines.</li><li>Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint. Power BI preferred.</li><li>12+ years’ experience preferred including digital asset products servicing with an asset manager, audit firm or custodian.</li><li>Bachelor’s Degree or equivalent experience. CAIA and /or CFA is a plus.</li></ul><p>The Team</p><p>The Vice President, FFIO Global Product Solutions will join a team of ~50 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience. </p>The base salary range for this position is - per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations

Fidelity Investments

Vice President, Liquid Alts/Hedge Product Manager

<h3>Job Description:</h3><h3>The Role</h3><p>The Expense Oversight (EO) team within the Asset Management Treasurer’s Office oversees a variety of activities and information pertaining to the expenses of the products advised by Fidelity. These products include Mutual Funds, ETFs, Institutional Pools, BDCs, Limited Partnerships and 529s invested across the full asset class spectrum, including alternatives and crypto. Day-to-day responsibilities for the team include:</p><ul><li>Interpretation of expense arrangements</li><li>Delivering instructions to operations teams for processing</li><li>Reviewing results for accuracy, including accruals, payments, and reporting</li><li>Providing subject matter expertise to various stakeholders</li></ul><p>Longer term areas of focus include:</p><ul><li>Ensuring proper execution of controls</li><li>Analysis of risks and controls to ensure proper risk mitigation</li><li>Developing solutions as needed for new products or changing business requirements</li><li>Partnering with key stakeholders on both tactical and strategic systems enhancements</li></ul><p>As a Senior Manager on the Alternatives Team, you will be responsible for the oversight of certain expense types, products and/or processes within our alternatives product lines. In doing so you will engage independently in each the activities listed above, but with the support of a strong Expense Oversight team. This role involves working with and developing relationships within the Treasurer’s Office, Fidelity Fund and Investment Operations, key business partners within Asset Management, and various businesses across the firm.</p><p>This is a demanding role that in turn offers the potential for professional growth through the knowledge and skills that can be gained, and relationships developed.</p><h3>The Expertise and Skills You Bring</h3><ul><li><h3>A minimum of 6 years industry or equivalent experience</h3></li><li>A bachelor’s degree in finance/accounting or equivalent</li><li>Experience with alternatives products – private equity, private credit, real assets, liquid alts, crypto</li><li>Experience in applying technical accounting standards</li><li>Experience with operational risk management and internal controls</li><li>Advanced, working knowledge of MS Excel and PowerPoint</li><li>Motivated self-starter with the ability to work independently</li><li>Apply sound judgment to spot issues, assess risks, and identify items requiring attention</li><li>Make and effectively communicate decisions</li><li>Summarize and present sophisticated findings in a clear, organized, and concise manner</li><li>Possess excellent organizational, operations, and project/process management skills</li><li>Prioritize multiple tasks/initiatives and handle time-sensitive activities</li><li>Unwavering commitment to accuracy, quality, and completion of tasks</li></ul><h3>The Team</h3><p>The Asset Management Treasurers Office provides fiduciary oversight of Fidelity’s funds, shareholder activity, and service providers. We use industry knowledge, technical experience, and our responsibility as fiduciaries to set and monitor adherence to fund policies, and we support the Funds’ Boards of Trustees in fulfilling their responsibilities to the Fidelity Mutual Funds. In addition to overseeing Fidelity’s existing products, we also actively support Asset Management’s efforts to expand investment capabilities by ensuring appropriate oversight is in place for new products prior to implementation.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p><p><strong>Company Overview </strong></p><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete 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>.</p><p>Note: Fidelity is not providing immigration sponsorship for this position.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Manager, Asset Management - Treasurers Office

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>Are you organized, analytical, and quality-focused to deliver accurate information to support all our customers? Then this role is for you! </p><p>As a GPS (Global Product Solutions) Instrument Readiness Analyst, you will play a critical role in supporting the onboarding and enhancement of instrument support across FFIO platforms. This role is ideal for someone with a strong understanding of how derivatives and other complex instruments function within accounting systems and middle office workflows. You will collaborate closely with senior analysts and cross-functional teams to ensure operational readiness and data integrity for new and evolving financial instruments. </p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Solid understanding of financial instruments, especially derivatives, and how they are processed within accounting platforms and middle office systems </p></li></ul><ul><li><p>Familiarity with instrument trade, collateral, and lifecycle events, including onboarding, valuation, and corporate actions </p></li></ul><ul><li><p>Intermediate to advanced skills in Microsoft Excel (VBA a plus) and PowerPoint. </p></li></ul><ul><li><p>Experience working in fund accounting, trade operations, or data operations is a plus </p></li></ul><ul><li><p>Knowledge of Accounting system handling of derivatives (Invest One and/or Geneva) preferred </p></li></ul><ul><li><p>Ability to support and collaborate with senior team members on complex initiatives </p></li></ul><ul><li><p>Strong analytical and problem-solving skills with attention to detail </p></li></ul><ul><li><p>Effective communication skills to collaborate with internal stakeholders and technology partners </p></li></ul><ul><li><p>Ability to manage multiple priorities in a fast-paced, evolving environment </p></li></ul><ul><li><p>A proactive and collaborative mindset, with a willingness to learn and grow </p></li></ul><ul><li><p>Experience with instrument reference data, valuation methodologies, as well as middle and back-office controls </p></li></ul><p><strong>The Team</strong> </p><p>The GPS team plays a vital role in ensuring that FFIO systems can support the full range of financial instruments used by Fidelity’s funds. Your contributions will help safeguard the accuracy of fund valuations, improve operational efficiency, and enable the successful launch of new investment products. </p><p><strong>#FFIOALTS</strong></p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

GPS (Global Product Solutions) Instrument Readiness Analyst

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Senior Quantitative Developer is a core software engineering role in our dynamic, fast-paced quantitative development team. You will be ‘embedded’ within the quantitative research team and you will partner with the investment teams on various projects including portfolio construction, risk management, and alpha research. You will contribute to build high quality, robust, and efficient analytical software solutions that will be used to improve investment processes. You and your team will be responsible for developing, running, supporting all kinds of Quantitative Tools in cloud environment and communicate the same with customers.</p><p><strong>The Team</strong></p><p>The Advance Strategies and Research (ASR) Quantitative Development team is part of Asset Management’s Quantitative Research &amp; Investment Technology group that partners with various investment teams and projects. We build and ‘own’ high quality, robust, adaptive, resilient solutions that are essential to investment management, quantitative analysis, and new product development.</p><p>This position can be in Boston, MA or Jersey City, NJ</p><p><strong>The Expertise You Have</strong></p><ul><li>Bachelor's degree (or above) in a quantitative or computational field such as Statistics, Computer Science or Applied Mathematics</li><li>5 + years of experience in complex software development and working with investment professionals</li><li>Good understanding and implementation of software excellence concepts(Reliability, Extendibility, Resiliency, Flexibility, Pluggability, Intuitive Problem Solving, Risk mitigation, Technical debt, Scope, estimation, quality, CI/CD, Unit testing, Functional testing, Load testing, Parallel Processing, Resource Synchronization, Performance, Monitoring, Alerts, Logging, Tracing, Observability, Supportability etc.)</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>Experience on Analytical/Software Engineering skills including Python, Shell Scripts, Java, SQL and Linux.</li><li>Experience in implementation of a research project through the entire software development lifecycle applying a full-stack implementation.</li><li>Experience with AWS cloud environment development and deployment is a plus.</li><li>Good understanding of quantitative techniques and methods, statistics, and econometrics – including probability, linear regression, and time series data analysis</li><li>Good experience in either equities, fixed income, or alternative asset classes</li><li>Consistent track record in hands-on ‘development’ of complex software solutions.</li><li>Ability to effectively connect with multiple partners, including fundamental and quantitative researchers, divisional partners.</li><li>Thrive in working with fast paced competing requirements and effectively delivering business needs</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Lead/Own the one or more modules of a research project through the entire software development lifecycle applying a full-stack implementation.</li><li>Intuitively apply advanced analytics and quantitative concepts to support investment needs and develop new solutions.</li><li>Add scale, reliability, and repeatability to research through software development standard methodologies.</li><li>Assist Research teams in developing new models and products that will provide an advantage to the organization in the marketplace.</li><li>Apply sophisticated analytics and quantitative concepts to support investment needs and develop new solutions.</li><li>Adaptive and effective team player with strong collaboration</li></ul><p><strong>Company Overview</strong></p><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in crafting and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their outstanding perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.</p><p><em>Fidelity Investments is an equal opportunity employer.</em> We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.</p>The base salary range for this position is $97,000-$154,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology

Senior Quantitative Developer

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Annapolis, MD

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

Financial Representative - Ashburn, VA

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>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.</p><h3>The Purpose of Your Role</h3><p>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.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Previous success in building relationships, uncovering needs and recommending solutions</p></li><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</p></li><li><p>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</p></li><li><p>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</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</p></li><li><p>Being coachable, collaborative, and curious are your "go to" attributes</p></li><li><p>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</p></li><li><p>Motivated by results and finding solutions, you take initiative and exceed customer expectations</p></li><li><p>Extensive knowledge of investment solutions</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li><p>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</p></li><li><p>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</p></li><li><p>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</p></li><li><p>You have a steadfast commitment to your clients while making a positive impact in the community</p></li></ul>The base salary range for this position is $55,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Marin, CA

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We are seeking a Marketing Associate to join the marketing team of Saifr, a startup within Fidelity Labs focusing on creating AI agents for compliance. This cross-functional role will be responsible for supporting the strategy and management of multi-channel campaigns that produce leads and sales pipeline, as well as providing content marketing and website management support.</p><p>This is a phenomenal opportunity to hone skills in demand generation while gaining exposure to the different facets of marketing, including marketing automation, content creation, and performance reporting.</p><p>An ideal candidate has a growth mindset, customer-first focus, and ability to flex in a fast-paced, highly collaborative startup environment.</p><p>Demand Generation</p><ul><li>Support Account-Based Marketing (ABM) program (develop content strategy, write emails, edit ads) that provides customized, high-touch experience to top target accounts</li><li>Support email marketing with drafting and execution to cultivate prospective customers through the buyer journey</li><li>Support lead-generating webinar program by contributing to strategy, planning, and execution</li><li>Manage company social media account(s), including social posts, interactions, reporting/analytics, and build strategy/optimize for growth, to engage prospects</li></ul><p>Operations and Website Management</p><ul><li>Manage website and update pages with new or refreshed content to lengthen visitor time-on-page</li><li>Evolve website strategy and user journey as product offerings expand and brand positioning changes</li><li>Implement SEO standard methodologies across entire website (keyword integration, image alt text, page loading time, linking) to bolster search strategy</li><li>Report on traffic, engagement, lead generation, and more, to support data-driven decision-making</li><li>Support marketing operations, including event list uploads, CRM hygiene, automation flows and processes, and reporting, and vendor management</li></ul><p>Content</p><ul><li>Serve as proofreader for all marketing content and edit collateral (blogs, ebooks, white papers, press releases, emails, etc.) for grammar, clarity, brand consistency, etc.</li><li>Support short form, thought-leadership content creation, as needed</li></ul><p>Public Relations</p><ul><li>Draft press releases that garner earned media coverage or equivalent experience</li><li>Research and apply for industry awards that build brand awareness and credibility</li></ul><p>Sales &amp; Partner Enablement</p><ul><li>Develop and maintain presentations, product data sheets, and other collateral to support sales and partner engagements with prospective customers</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor’s degree or equivalent experience plus 1 – 3 years of work experience.</li><li>Strong written and verbal communication skills</li><li>Basic understanding of digital marketing principles (SEO, email marketing, social media)</li><li>Experience using marketing automation tools (e.g. HubSpot, Marketo) preferred</li><li>Ability to analyze data and generate basic marketing performance reports</li><li>Some experience with content creation (e.g. social posts, blogs) preferred</li><li>Ability to work collaboratively in a cross-functional and fast-paced startup environment</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>This opportunity is brought to you by Fidelity Labs, Fidelity Investments’ in-house software incubator and digital studio. Founded in 2005, Fidelity Labs has played a critical role in driving growth and innovation for the firm. The Fidelity Labs organization has a portfolio of new businesses and is constantly prototyping concepts for Fidelity’s next new ventures. Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. Learn more at labs.fidelity.com.</p><h3>Certifications:</h3><h3>Category:</h3>Marketing<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Marketing Associate

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Asset Management Risk team is responsible for risk management of the Asset Management business. AM Risk is responsible for proactively identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in improving their controls and processes.</p><p>The candidate will represent the firm in collaborating with business partners by articulating risk policies and procedures. Specifically, the role will include:</p><ul><li>Reporting on significant and emerging risks to assist management in improving their controls and processes</li><li>Program management of risk programs like Sarbanes Oxley Certifications, Records management, Risk Assessment tracking</li><li>Analyze data and controls to identify and measure risks</li><li>Use data visualization tools to develop risk management reporting</li><li>Assist in collecting, cleaning, and analyzing data from various sources to identify trends and patterns</li><li>Create visualizations and reports to present findings to stakeholders</li><li>Collaborate with cross-functional teams to understand their data needs and provide actionable insights</li><li>Help maintain and improve data quality and integrity</li><li>Participate in team meetings and contribute to data strategy discussions</li></ul><p><strong>The Expertise You Bring</strong></p><ul><li>Bachelor’s Degree in related field (Finance or STEM based degree preferable)</li><li>3-5 years of Risk Management experience or relevant program management experience</li><li>Strong analytical, technical and critical thinking skills</li><li>Knowledge of data analysis techniques and visualization tools (e.g., Tableau), a plus</li><li>Knowledge of financial markets and products</li><li>Excellent interpersonal, verbal and written communication skills</li></ul><p><strong>The Skills You Bring</strong></p><ul><li>You have strong analytical, problem-solving and technical skills to be deployed in your day-to-day responsibilities</li><li>You are a self-starter able to work independently and manage time to drive initiatives from beginning to end</li><li>You command effective written and verbal communication skills to influence decisions</li><li>You partner with colleagues and thrive in a team environment</li><li>You have experience in handling and resolving conflicts</li><li>You have excellent knowledge of Excel, database queries and analytical tools and methodologies</li></ul><p><strong>The Team</strong></p><p>Asset Management Risk provides direction to management and business units in proactively identifying and monitoring risks in order to protect the interests of the firm. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant risk events and helping management develop and improve their controls and processes. </p><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3>Certifications:</h3><h3>Category:</h3>Risk<p>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.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Risk Manager, Asset Management Operations

<h3>Job Description:</h3><p><strong>The Role</strong> </p><p>In this role you will be responsible for assessing and documenting the requirements for alternative investment products operational ecosystem, including private markets products generally with deep expertise of private credit products. The areas for evaluation will include Fidelity Fund Investment Operations (FFIO). You will provide critical alternatives subject matter expertise and context to accelerate product roadmap and target state operating model. </p><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>12+ years’ experience preferred including alternative investment products servicing with an asset manager, audit firm or custodian. </p></li></ul><ul><li><p>Bachelor’s Degree or equivalent experience </p></li></ul><ul><li><p>Advanced knowledge of broad and deep operations of private credit products, including broadly syndicated loans and direct lending and requirements related to portfolio transactions for pooled investment funds. </p></li></ul><ul><li><p>In-depth knowledge of US GAAP accounting financial reporting standards for investment companies including public and private funds. </p></li></ul><ul><li><p>Research skills including the ability to gather information about a topic, review that information and analyze and interpret the details in a way to support a solution. </p></li></ul><ul><li><p>Strong written and verbal communications skills. You will be able to absorb complex information and present it in a clear, digestible way to multiple audiences. </p></li></ul><ul><li><p>Excellent organizational skills and attention to detail, with an ability to manage multiple, concurrent high priority assignments and deadlines. </p></li></ul><ul><li><p>Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint. Power BI preferred. </p></li></ul><ul><li><p>CAIA and /or CFA is a plus. </p></li></ul><p><strong>The Team</strong> </p><p>The Vice President, FFIO Global Product Solutions will join a team of ~50 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. We are part of Fidelity Fund and Investment Operations (FFIO), and collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience. </p><p>This role is in the Alternatives group within Global Product Solutions (GPS). GPS is a central service team focused on intaking new product requirements from Asset Management to help expand FFIO’s capabilities and to accelerate operational readiness for new products and requirements. The role will interact with many groups within the Fidelity organization and effectively represent the business to customers and business partners. </p>The base salary range for this position is - per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations

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