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<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRAThe base salary range for this position is $45,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Services Representative - Plainview, NY

<h3>Job Description:</h3>The Role Are you an engineer with a strong foundation in data engineering and a growing interest in product strategy? Join our team as a technical hands-on partner with our Product Owner. You will apply your technical expertise to define product development in an Agile Scrum environment. This role is ideal for someone looking to bridge engineering and product leadership, with hands-on exposure to cloud technologies, data pipelines, and data-centric design.The Expertise and Skills You Bring<ul><li>8 years of experience in software or data engineering. Ideally in financial domain. </li><li>Deep understanding and proficiency in SQL.</li><li>Experience using snowflake and Oracle databases</li><li>Demonstrated passion for data with a strong track record in advanced data analysis.</li><li>Supports data-driven decision-making through analysis of system performance, user behavior, and feature usage.</li><li>Collaborates with Product Owner to define technical requirements, user stories, and acceptance criteria.</li><li>Participates in Agile Scrum ceremonies including sprint planning, daily stand-ups, sprint reviews, and retrospectives.</li><li>Assists in backlog grooming and sprint tracking using Jira and Confluence.</li><li>Translates data analysis into actionable product improvements.</li><li>Coordinates with engineering, QA, and design teams to ensure alignment on sprint goals and deliverables.</li><li>Contribute to research, analysis, and data visualization efforts.</li><li>Ability to tell a story through data visualization is a plus</li><li>Proficiency in Python, SQL, and data modeling.</li><li>Familiarity with AWS services, DevOps</li><li>Understanding of Agile Scrum methodologies and software development lifecycle.</li><li>Strong communication and collaboration skills.</li></ul>The Team The Principle, Data Engineer will be part of a development team focused on building and supporting a scalable data lake for financial data. The data is used throughout Fidelity's Asset Management organization to make business decisions, support trading, and launch new products like cyrpto currency based mutual funds. <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, Data Engineer

<h3>Job Description:</h3>The RoleAs a Financial Analyst on the Direct Real Estate Team, you’ll play a key role in supporting the Finance Team through the growth and development of private real estate funds. This is a unique opportunity to help build a scalable real estate platform within Fidelity’s Alternatives division. Your responsibilities will include oversight of property accounting, financial reporting review, property budgeting, acquisition support, and coordination of financial documentation, processes, and controls. You’ll manage vendor approval and accounts payable workflows, conduct technical reviews of US GAAP policies when necessary, and work extensively with Yardi accounting/property management software. Collaboration with third-party service providers and internal investment teams is essential to ensure smooth financial operations across the portfolio.The Expertise and Skills You Bring<ul><li>Bachelor’s degree in Finance or Accounting</li><li>3–4 years of relevant experience (accounting, finance, audit, risk, or operations)</li><li>Proficiency in Microsoft Office, especially Excel and PowerPoint</li><li>Experience with or willingness to learn Yardi (strongly preferred)</li><li>Familiarity with vendor management and accounts payable processes</li><li>Strong analytical thinking and attention to detail</li><li>Ability to manage multiple priorities and work independently</li><li>Excellent communication and interpersonal skills</li><li>Highly organized with a self-starter mindset and a positive attitude</li><li>Accuracy and attention to detail</li><li>Analytical thinking and relationship-building</li><li>Ability to manage competing priorities</li><li>Commitment to excellence, respect, collaboration, continuous improvement, and integrity</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThe Direct Real Estate Team is part of Fidelity’s Alternative Product Development Team, which collaborates closely with Fidelity’s Asset Management Division. The team’s mission is to build a successful and scalable real estate investment platform. As part of Fidelity’s Enterprise Services Division, the team supports new business creation and innovation, coordinating across tax, legal, compliance, risk, and controllership functions to support real estate fund operations.<h3>Certifications:</h3><h3>Category:</h3>FinanceMost 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.

Financial Analyst

<h3>Job Description:</h3>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments.<h3>Senior Full Stack Engineer</h3>The RoleWe are looking for a Senior Full Stack Engineer to join us!As a Senior Full Stack Engineer, you will play a key role on a Scrum team and within Digital Platforms Technology. You will be encouraged to gain understanding of all the components of our web applications and will work with the members of the squad to deliver outstanding customer experience solutions. The ideal candidate should show ease at making personal connections and have a sense of humor. You will work closely with the Squad Lead, Scrum Master, Developers, Quality Assurance, and Architects to craft, build, test, and deliver the features that make up Fidelity’s Digital experiences.<h3>The Expertise and Skills You Bring</h3><ul><li>Full stack software engineering 5+ years of experience; with a focus in financial services applications is a plus</li><li>BS/BA Degree or equivalent experience preferred</li><li>Robust critical thinking skills coupled with a desire for growth, to learn and to engage with peers in technical and design discussions</li><li>Demonstrated experience in communicating technical needs and capabilities to non-technical team members, product owners, and partners</li><li>Ability to utilize a long-term mentality to help produce scalable, maintainable solutions</li><li>Experience collaborating in a team environment to develop, deploy, and support key applications and features</li><li>A demonstrable understanding of the Agile software development methodology</li><li>Extensive experience decomposing sophisticated business problems into creative, efficient, and scalable solutions</li><li>Knowledge of internet, mobile, and application architecture, as well as current and emerging technologies</li><li>Proficiency with server-side/mid-tier languages, frameworks, libraries, and related technologies: Java EE, Apache Tomcat, Spring MVC/Spring Boot, Logback, SLF4j, Maven</li><li>Client-side language, library, and framework proficiency: Angular, JavaScript/TypeScript, Node, NPM, HTML/CSS, RxJS</li><li>Appreciation for and alignment to standard methodologies regarding object-oriented design, coding standards, RESTful service consumption and integration, common design patterns, secure application development, and test coverage</li></ul><h3>Your experience with the following will be a plus:</h3><ul><li>DevOps concepts governing SCM, continuous integration, monitoring, and deployment processes</li><li>Enterprise application architecture patterns and orchestration frameworks such as Apache Camel</li><li>Client-side unit testing frameworks and test runners like Jasmine and Karma</li><li>Docker containerization and AWS cloud deployment and application management via the AWS console</li><li>AWS certification(s)</li><li>The W3C’s Web Content Accessibility Guidelines and their implementation</li></ul><h3>The Team</h3>Fidelity's Workplace Solutions (WS) Digital Platforms Technology team designs, develops, implements, and supports WS’s suite of Digital products and services. The Digital Platforms development team focuses on delivering innovative solutions which meet the needs of our customers. Our systems professionals thrive, with a steadfast dedication to innovation, which fosters a culture of continuous improvement and significant achievement. We see ourselves as a vital link to Fidelity's customers. This is a fast-paced group that is using ground-breaking technologies to build powerful tools and outstanding user experiences for our customers, using Java-based technologies.<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>The RoleAs a Director for Clearing Client Management, you are responsible for a team of Client Managers (CMs) that lead the operations and service experience. You and your team's day to day role is primarily focused on identifying proactive efficiency opportunities, project management, high level initiatives and critical issues, and demonstrating strategic partnerships across the NF platform. The Manager is responsible for leading and developing the CM team, assisting with pivotal initiatives to progress the service model and maintain client satisfaction, and developing deep relationships with our correspondent clients. In partnership with the Relationship Management team, you and your team represent a best-in-class service team and the face of Fidelity dedicated to your correspondent client and their business.The Expertise You Have <ul><li>10+ years of Financial Services experience; Brokerage Operations preferred</li><li> Bachelor’s degree preferred</li><li>Series 7 license required</li><li>Series 24 license needed within first 6 months</li><li>People management experience desired</li><li>Client facing experience required</li><li> Project management experience required</li><li> Business analysis and consulting experience a plus</li></ul>The Skills You Bring <ul><li>You will have outstanding interpersonal and client service skills</li><li> Shown success in developing strong professional relationships</li><li>Excellent problem solving and consultative skills</li><li>You have influencing skills</li><li>Industry/brokerage knowledge</li></ul>The Value You Deliver<ul><li>Developing and maintain deep client relationships</li><li>Driving strategic initiatives</li><li>Optimizing the client service experience</li><li>Improving operational efficiency</li><li>Serving as a client advocate</li><li>Interpersonal engagement</li></ul>The TeamFidelity Institutional Client Experience Division (CE) provides outstanding customer service to Fidelity's Clearing correspondent broker-dealer clients through innovation, dedication, and commitment to excellence. We ensure a seamless and robust experience for our clients by developing positive relationships to build lasting trust, dedication, and satisfaction.NOTE: This role is not approved for sponsorship.The base salary range for this position is $95,000-$154,000 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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Client Service

Director, Client Service Management

<h3>Job Description:</h3>Asset Management Compliance (AMC) works closely with Fidelity’s investment teams cross all asset classes to ensure compliance with global regulations, investor requirements, and corporate policies in the interest of promoting customer trust and confidence in Fidelity. AMC is committed to driving Fidelity forward through business partnership and stewardship, platform modernization, and talent development. AMC associates are passionate about providing sound guidance and creative solutions in a timely and responsive manner to support Asset Management in delivering the best customer experience in the financial services industry. The Role The Director, Asset Management Compliance will perform Operational Due Diligence (ODD) of third-party fund managers of alternative investment products on behalf of the CCOs, other governing bodies, and investors. Compliance oversight programs require continuous assessment of improvement opportunities and regulatory changes. The compliance environment must be proactively evaluated to assess strengths or weaknesses of controls that support products and services. The successful director will foster strong partnerships with key business partners to support the expansion of solutions-based products and fund offerings, particularly in the alternatives asset class. The Expertise and Skills You Bring <ul><li>Bachelor’s degree or equivalent </li></ul><ul><li>10+ years of compliance, risk, and/or regulatory experience in the financial services industry </li></ul><ul><li>Experience supporting alternative investment products and/or private funds (preferred, not required) </li></ul><ul><li>Strong understanding of the federal securities laws including the Investment Advisers Act of 1940 </li></ul><ul><li>Strong analytical and problem-solving skills with an ability to understand complex issues and regulatory requirements and to provide clear and concise point of view in written and verbal communications, including to senior management </li></ul><ul><li>Drive to evaluate opportunities for improvements in process through technology solutions </li></ul><ul><li>Strong organizational skills and attention to detail, with a proven ability to succeed in a fast-paced environment </li></ul>The Team supports various aspects of Fidelity’s overall investment adviser, mutual fund, and illiquid alternatives compliance programs and regulatory management. We interact frequently with Fidelity control partners, including Legal, Treasurer’s Office, Risk, and Operations. Our key oversight activities include due diligence questionnaires, periodic check-ins, onsite visits (some travel required), and reporting to Chief Compliance Officers (CCOs), Steering Committees, and Boards. The base salary range for this position is $103,000-$174,000 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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Compliance

Director, Asset Management Compliance

<h3>Job Description:</h3>The RoleIdentity &amp; Access Management of Enterprise Cybersecurity (ECS) is seeking a highly motivated and detail-oriented Business Analyst to join our team. In this role, you will be responsible for bridging the gap between business needs and technical solutions. You will work closely with cross-functional teams, including businesses, security, compliance, and product management, to analyze complex data sets, identify trends, and translate business requirements into actionable insights. Your work will directly support program execution decision-making and help us improve our strategic program execution efficiency and security posture. This position is ideal for an individual with a strong foundation in data analysis, a passion for technology, and a keen eye for uncovering valuable insights from unstructured data.The Expertise and Skills You Bring <ul><li>Proficiency in data analysis and visualization tools: You should be highly skilled in Python, SQL, and Tableau or PowerBI to analyze complex datasets, create predictive models/patterns, and visualize findings.</li><li>Experience in cybersecurity and IT operations: Knowledge of Identity &amp; Access Management (IAM), log analysis, and datamining and monitoring are essential. Familiarity with tools like SailPoint is a plus.</li><li>Strong analytical capabilities: You have a proven ability to sift through unstructured data, logs, and alerts, clean and organize them, and transform overlooked details into meaningful insights.</li><li>Experience with predictive modeling/pattern recognition: You have developed and applied predictive risk models, preferably using machine learning techniques, to forecast trends or patterns and identify potential issues.</li><li>Excellent communication and collaboration skills: You can clearly articulate technical findings to both technical and non-technical audiences through reports and dashboards.</li></ul>The Value You Deliver<ul><li>Actionable Insights: You will provide clear, data-driven insights that support key business decisions, improve processes, and enhance our security posture.</li><li>Proactive Risk Management: By developing and maintaining predictive models, you will help the organization proactively identify and mitigate compliance and security risks.</li><li>Process Automation: You will contribute to operational efficiency by automating manual processes using scripting languages like Python.</li><li>Enhanced Program Success: Your analytical work will directly contribute to our program execution, detecting anomalies and providing intelligence to our program and security teams.</li></ul>Related Certifications<ul><li>CISA, CISM, ISC2 SSCP, CISSP, or CompTIA Security+</li></ul>The TeamEnterprise Cybersecurity is responsible for protecting Fidelity from external and internal threats against our infrastructure, data and systems. As a member of the Product Analyst Chapter, you will join a team that is the center of excellence for product analysis and contribute to driving outstanding solutions. In this role you will work in partnership with business stakeholders, product analysts, squad leads, engineers and architects to support initiatives from the Identity &amp; Access Management product area.The base salary range for this position is $55,000-$112,000 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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Information Technology

Associate Systems Analyst

<h3>Job Description:</h3><h3>The Role</h3>This position is centered on delivering financial support and strategic analysis for several divisions within Fidelity’s Asset Management organization. The role involves partnering with teams across diverse product lines, including High Income and Alternatives—covering Private Credit, High Yield, Emerging Market Debt, Bank Loans, and Real Estate Income; Fidelity Asset Management Solutions (FAMS)—which oversees Target Date strategies, U.S. and Canadian Asset Allocation; and Fidelity Digital Asset Management (FDAM)—focused on Crypto Funds, Tokenization, and Blockchain initiatives.Core responsibilities include leading financial planning efforts for annual operating plans, budgets, and multi-year forecasts, as well as developing business case models and maintaining performance scorecards for each division. The role also entails evaluating business performance, synthesizing complex data sets, and producing insightful analyses that support senior management presentations and drive strategic decision-making.<h3>The Expertise and Skills You Bring</h3>We are seeking candidates with a Bachelors degree in Finance (or equivalent field) with 5+ years of experience or Masters with 4+ years of experience. Candidates should possess a proven track record of strong critical thinking, problem solving, decision-making, and analytical capabilities. Additionally, flexibility, and resourcefulness to handle several priorities in a deadline driven environment are a must.Relevant skills required:<ul><li>Excellent written and verbal communications skills, including the ability to tell the story and communicate sophisticated financial information to influence executive decision making</li><li>Proficiency in financial modeling and presentation tools</li><li>Strong software skills with emphasis on Excel, PowerPoint, PowerBI, and Anaplan</li><li>Ability to take initiative and seek creative solutions that challenge conventional approach</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamWhile our team directly supports the 3 divisions outlined above, we are part of a larger line finance group with adjacent teams that perform similar functions for different Asset Management divisions. We are a smaller team that works collaboratively with one another while also engaging with the adjacent teams in cross Asset Management initiatives and programs.The divisions that we support are at the forefront of the investment frontier with continuous product development in emerging asset classes including cryptocurrency and alternatives. This results in a dynamic work environment with opportunities to learn new business concepts while gaining exposure to senior leadership based on the analyses we deliver.<h3>Certifications:</h3><h3>Category:</h3>FinanceMost 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 Financial Analyst

<h3>Job Description:</h3><h3>Relationship Manager</h3>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. <h3>The Expertise We’re Looking For</h3><ul><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>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</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>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.<h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</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>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA<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.

Relationship Manager - Friendswood, TX (Baybrook)

<h3>Job Description:</h3>The RoleReporting to the VP of Investment Operations, the Associate supports Fidelity Digital Asset Management (FDAM) by performing the day-to-day operations of digital asset investment products. In this diverse role, the associate will interact with the front office, business partners, fund administrators, investment professionals, software engineers, trading counterparties, and external vendors and will perform activities that reach across each of these domains. This person will support the investment lifecycle and associated processes, coordinate the flow of funds into/out of investment products, and ensure operational risks and controls are appropriately aligned.The Skills and Expertise You Bring <ul><li>2-4 years of shown experience in financial services, preferably in investment operations, trade operations, or back/middle office operations; prior cryptocurrency experience a plus</li><li>Bachelor’s degree required; emphasis on business and/or financial services preferred</li><li>Foundational understanding of financial services back, middle, and front office operations</li><li>Quality delivery and execution; attention to detail is paramount</li><li>Strong communication and interpersonal skills with the ability to collaborate optimally</li><li>Experience working in a fast paced, multifaceted asset management environment</li><li>Desire to work alongside investment professionals and senior leaders</li><li>Strong analytical mentality; critical problem solver</li><li>Ability to complete operational processes</li><li>Forward thinking and identifying improvements and ways to reduce operational risk</li><li>Bold, ambitious, and entrepreneurial spirit</li><li>Strong interest in cryptocurrency</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamFidelity Digital Asset Management [FDAM] is building an investment platform offering digital asset products and services designed to meet the growing needs of Fidelity’s retail customers and intermediary and institutional clients. The Investment Operations team is a highly collaborative group working on projects across the FDAM organization to enable new operational capabilities and product launches. The base salary range for this position is $74,000-$117,000 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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Investment Operations

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