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<h3>Job Description:</h3><h3>The Role</h3><p>Are you enthusiastic about propelling technological advancement and adherence to regulations? As a Program Manager at Fidelity Investments, you'll have a crucial part in updating our technology solutions and improving user experiences. You'll be leading the way in delivering outstanding Financial Crimes Compliance technology projects, guaranteeing seamless compliance with our regulatory, audit, and compliance requirements!</p><p>In this role, you will be:</p><ul><li><p>Collaborating with different departments to understand and address their current and future needs</p></li><li><p>Developing, testing, and implementing technical solutions that align with our strategic goals</p></li></ul><h3>The Expertise and Skills You Bring</h3><p>We are seeking a candidate with a proven track record of excellence in program management and dedication to compliance with regulations. Here are the qualifications we are seeking:</p><ul><li><p>A Bachelor's degree in business administration, finance, or information systems</p></li><li><p>Over 6 years of related experience</p></li><li><p>Strong problem-solving and data analytical abilities</p></li><li><p>Excellent presentation, written, and interpersonal communication abilities</p></li><li><p>A strong communal working style with superb relationship management and facilitation skills</p></li><li><p>The ability to take initiative and make decisions driven by customer needs</p></li><li><p>Experience engaging with both internal and external partners to support dependencies and integrations</p></li><li><p>Outstanding skills in building positive relationships with cross-functional teams</p></li><li><p>Proficiency in MS Word, Excel, and PowerPoint</p></li></ul><h3>The Team</h3><p>Our team at Fidelity is dedicated to maintaining the highest standards of integrity and compliance. The Enterprise Compliance group is crucial in upholding Fidelity’s reputation for trustworthiness. We focus on several key functions, including Regulatory Compliance, Strategy and Planning, and Global Sanctions. Our mission is to protect the firm’s reputation by providing outstanding operational and project management leadership.</p><h3>Certifications:</h3><h3>Category:</h3>Program/Project Management<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>

Fidelity Investments

Program Manager, Compliance

<h3>Job Description:</h3><p><strong>Target Class Start Date: January 12, 2026</strong></p><p>Are you customer focused and also strive to deliver experiences that foster customer loyalty? Then this might be the right role and opportunity for you! Apply now to be considered for the upcoming October class that includes an immersive paid training during onboarding!</p><p>**Associates in this role can work in Smithfield, RI or in Westlake, TX.</p><p><strong>The Role</strong></p><p>The <strong>Operations &amp; Services Group (OSG)</strong> <strong>Client Services</strong> division is seeking entry level, driven and knowledgeable associates! As a Representative for Client Services, you will be directly involved in navigating transaction processing and carrying out our already-established record-keeping business practices, provides best in class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization through telephone within contact center. You ensure customer satisfaction by delivering extraordinary service, handling standard and complex interactions and processing of client inquiries received by phone or in writing.</p><p>We are customer-obsessed and strive to deliver experiences that foster customer loyalty through consistent, high-quality service, delivered by associates who can effectively transform knowledge to performance, complexity to simplicity, and customer service into relationships.</p><p><strong>The Expertise/Skills You Bring</strong></p><ul><li>2+ years of relevant experience in either call/contact center customer service and/or financial services operations</li><li>Excellent, proactive customer or client servicing skills, highly preferred</li><li>Experience working in a very dynamic environment managing competing priorities</li><li>Effective time management skills to meet deadlines</li><li>Self-motivated and has the desire to proactively take on additional responsibilities</li><li>Highly attentive to detail and organized, in order to execute on responsibilities efficiently</li><li>You are punctual, and demonstrate a strong dedication to attendance</li><li>You have a drive for learning all facets of the OSG Client Services business, including its' teams, systems, and processes</li><li>You have phenomenal communication, influencing and problem-solving skills</li><li>Working experience multi-tasking and working in a fast-paced environment to meet processing timeframes or deadlines</li><li>You have the desire to identify areas of improvement and be a part of developing the plan to implement change</li><li>You are customer-obsessed and strive to deliver exceptional experiences that foster customer loyalty</li></ul><p><em><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></em></p><p><strong>The Team</strong></p><p>We provide superior customer service to Fidelity’s Institutional businesses through innovation, dedication and commitment to excellence. This division is responsible for servicing our customers via inbound phones interactions, transaction processing and record-keeping for the transfer agent, Fidelity Investments Institutional Operations Company, Inc., as well as intermediary support and relationship management for Fidelity Institutional Asset Management (FIAM).</p><h3>Certifications:</h3><h3>Category:</h3>Brokerage 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>

Representative, Client Services - January 2026 (Westlake)

<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 - Fairlawn, OH

<h3>Job Description:</h3>Job Description<p>For 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.</p><h3><strong>The Expertise We’re Looking For</strong></h3><ul><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license</p></li><li><p>Financial Services experience, we recommend five years</p></li><li><p>Degree and/or other professional certifications such as CFP are helpful</p></li></ul><h3><strong>The Purpose of Your Role</strong></h3><p>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.</p><h3><strong>The Skills You Bring</strong></h3><ul><li><p>Extraordinary interpersonal communication skills, via telephone and face-to-face consultations</p></li><li><p>You have a passion for delivering thoughtful &amp; trustworthy service to clients seeking a personalized high-touch relationship</p></li><li><p>Your subject matter expertise will be used to address unique and complex client service requests</p></li><li><p>Your appreciation for working in a dynamic and collaborative environment</p></li><li><p>Assurance that portfolios remain in accordance with compliance guidelines</p></li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li><p>Handling inbound calls and emails generated by a book of clients and collaborating on customer communications</p></li><li><p>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</p></li><li><p>Partnering with the Advisor and implementing a structured client contact strategy and encouraging annual reviews</p></li><li><p>Seeing opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings</p></li><li><p>Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Financial Consultant</p></li><li><p>Helping with pre- and post-guidance appointments; making follow-up calls to understand the client meeting objectives and prepare for future appointments</p></li></ul><h3><strong>How Your Work Impacts the Organization</strong></h3><p>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.</p>The base salary range for this position is $60,000 - $100,000 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>Relationship Management

Wealth Management Planning Consultant - Edina, MN

<h3>Job Description:</h3><h3><strong>Director, Software Engineering - Digital Marketing </strong></h3><h3><strong>The Team</strong></h3><h3>Fidelity's Workplace Investing (WI) CRM Solutions chapter designs, develops, implements, and supports features that enable thousands of WI associates in the acquisition of new business and the daily support of our valued clients. Our solutions help associates lead prospect, client, and advisor relationships. We are passionate about delivering innovate solutions that exceed our customer’s needs. We embrace diversity of thought and experience. Our team thrives with a steadfast dedication to innovation which promotes a culture of continuous improvement and significant product advancement. </h3><h3>As a Director of Software Engineering, you will collaborate with the MarTech team, a part of the WI Client Engagement Tools &amp; Support function, which is dedicated to designing and delivering capabilities and customer experiences that enable seamless and effective engagement with our clients. You will work closely with the MarTech Product Area Lead and approximately seven agile squads to develop and support scalable, personalized, and measurable capabilities and experiences across all customer engagement channels. You will provide guidance and mentor developers within the wider MarTech team.</h3><h3><strong>The Value You Deliver:</strong></h3><h3>Strategy &amp; Planning:</h3><ul><li><h3>Defines and executes on tech vision in consultation with architecture, engineering and product leadership.</h3></li><li><h3>Facilitates the alignment of the product roadmap with tech driven initiatives.</h3></li><li><h3>Brings tech vision to life; emphasizes platform stability, engineering excellence, and builds a plan to address end-of-life technologies.</h3></li></ul><h3>Coaching &amp; Mentoring:</h3><ul><li><h3>Mentors agile teams including developers, testers and analysts. Serves as a link between product and architecture.</h3></li><li><h3>Creates next-gen tech leads by investing significant efforts in coaching and mentoring associates.</h3></li><li><h3>Serves as the authority on technical solutions and standards.</h3></li></ul><h3>Hands-on Engineering:</h3><ul><li><h3>Acquires expertise in Fidelity-specific practices while knowing the latest with industry standards. Shapes engineering guidelines, ensuring they remain up-to-date with the latest industry trends.</h3></li><li><h3>Works on strategic projects that span multiple business units and product teams. Provides technical guidance and leadership. Gets into details and takes on development activities.</h3></li><li><h3>Serves as the steward of tech vision, delivers on complex projects with a focus on incremental value delivery to achieve the tech vision.</h3></li></ul><h3>Scope:</h3><ul><li><h3>Provides technical leadership to multiple agile teams.</h3></li><li><h3>Works across business units to develop an engaged engineering community. Maintains focus on strong engineering excellence.</h3></li><li><h3>Serves as a developer advocate. Brings developer experience concerns to the fore and helps improve developer experience.</h3></li></ul><h3><strong>The Expertise You Bring:</strong></h3><ul><li><h3>10+ years technology experience with progression toward leadership responsibilities</h3></li><li><h3>Deep understanding of MarTech platforms, data integration, and digital campaign enablement.</h3></li><li><h3>Hands on technical experience with CRM (e.g. Salesforce Sales Cloud, Service Cloud), Marketing Automation (e.g. Marketing Cloud), Customer Data Platforms (e.g. Twilio Segment), Content Management Systems (e.g. Adobe Experience Manager), Digital Asset Management Systems, and other enterprise MarTech tools.</h3></li><li><h3>Hands on experience developing cloud-native applications on Microsoft Azure, with proficiency in Azure App Services, Azure Functions, and integration with PostgreSQL databases using Azure Database for PostgreSQL</h3></li><li><h3>Ability to influence technology strategy to enable delivery of business value.</h3></li><li><h3>Ability to quickly get up to speed on business needs and assess viability of solutions while considering scale and reuse.</h3></li><li><h3>Strong problem-solving competence.</h3></li></ul><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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>

Director, Software Engineering (Digital Marketing)

<h3>Job Description:</h3><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><p>Are you passionate about using your analytical skills to derive insights and drive</p><p>business strategy and success? Are you intrigued by being able to formulate the full picture by tying together seemingly disparate data points from multiple sources (e.g., customer attributes and behaviors, transactional history, call transcripts, digital activity, business financials) into one cohesive story? Are you ready to drive experimentation &amp; strategic insights to optimize every aspect of the customer’s experience?</p><p>If yes, we want you to join our forward-thinking team and make a real-world difference for Fidelity’s 40 million individual investors.</p><p><strong>The Team</strong></p><p>We’re seeking an analytics professional who brings creativity, curiosity, and collaboration to the table, someone eager to lead data-driven initiatives grounded in strong hypotheses and business relevance. This role requires more than reporting outcomes; we’re looking for a thinker who relentlessly pursues the why behind the data to uncover root causes and drive meaningful impact. As part of CKSI (Customer Knowledge &amp; Strategic Insights), you’ll collaborate with agile, cross-functional teams across both product domains and core business operations. This role offers broad exposure to a range of business leaders and initiatives, giving you the opportunity to connect insights across different parts of the organization to drive meaningful impact. This is an individual contributor role.</p><p><strong>The Skills You Bring</strong></p><ul><li>Ability to translate a business need or question into a hypothesis that can be validated via experimentation or data analysis.</li><li>Skilled at diagnosing trends, anomalies, and performance shifts by identifying root causes and translating findings into clear, actionable business recommendations.</li><li>Ability to use data to tell a story of customer experience, highlighting both successes and friction points to inform future initiatives and strategies.</li><li>Delivering insights from data to a broad audience in a simple, clear, and actionable way.</li><li>A cross-functional collaborator who can work across a team with diverse skills and abilities and find success for Fidelity and our customers.</li><li>Demonstrating a mix of analytical skills, you always focus on business use cases and customer needs.</li><li>Natural intellectual curiosity, initiative, and love for learning new skills and capabilities.</li><li>Highly detail-oriented with a strong commitment to data accuracy, quality assurance, and timely delivery of insights.</li></ul><p><strong>The Expertise We’re Looking For</strong></p><ul><li>5+ years of experience generating analytical insights to drive business actions, including experience with a range of analytical tools and programming languages such as SQL, Python, R, etc.</li><li>Experience in designing and developing dashboards &amp; reports by using Tableau, Power BI, Qlik etc.</li><li>Experience using and querying big data technologies such as Snowflake, Athena, etc.</li><li>Experience with digital analytics using tools such as Adobe analytics is a plus</li><li>Bachelor’s degree in a quantitative / technical field such as Data or Business Analytics, Economics, Statistics, or Finance. MBA or MS degree a plus</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization</li><li>Delivering data-driven and actionable insights to enable objective, informed business, and product decisions</li></ul><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights<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, Advanced Data Analytics and Insights

<h3>Job Description:</h3><p><strong>Job Title</strong></p><p><strong>Director, Strategic</strong> <strong>Initiatives</strong></p><p><strong>The Role</strong></p><p>Looking for your next opportunity to innovate and drive growth? National Charitable Services (NCS) is seeking a highly motivated individual that can use their strong analytical, communication, and problem-solving skills to contribute to strategy, planning, and implementation of new, innovative offerings for NCS.</p><p>This individual will play a key role in the development of business portfolio strategy across NCS’ products and services for current and future customer segments. Reporting to the Head of Product Portfolio Strategy, you will be responsible for delivering on NCS’ long-term strategic vision by evaluating customer needs, analyzing market trends, and identifying growth opportunities. Leveraging a passion for strategic thinking, product innovation, and philanthropic giving, your primary responsibility will be to inform decisions on which offerings to develop, maintain, or retire, maximizing overall portfolio value and competitiveness in the marketplace. </p><p><strong>The Expertise &amp; Skills You Bring</strong></p><ul><li><p>BA/BS required; MBA or equivalent preferred; 5-8 years of total work experience</p></li><li><p>Experience in management consulting or strategy development required</p></li><li><p>Strong strategy consulting toolkit including critical thinking skills, structured problem solving, and actionable synthesis to turn data into insights</p></li><li><p>Ability to deliver practical recommendations based on strategic and operational analysis and primary/secondary research </p></li><li><p>Strategic leadership and strong collaboration skills to influence teams across functional areas to achieve business goals </p></li><li><p>Ability to manage and execute complex programs while demonstrating relationship management skills across functions including product, technology, and service</p></li><li><p>Ability to develop and maintain project plans, manage multiple priorities, meet deadlines, and deliver business results</p></li><li><p>Confidence, professional maturity, and business experience to work independently and collaborate effectively across all levels of the organization</p></li><li><p>Ability to communicate effectively and influence cross-functional teams and business executives through the creation and delivery of presentations</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>The Fidelity Charitable Gift Fund ('Fidelity Charitable') is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments, through National Charitable Services, provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Change Management, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.</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><h3>Certifications:</h3><h3>Category:</h3>Consulting<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>

Director, Strategic Initiatives

<h3>Job Description:</h3><p><strong>Target Class Start Date: January 12, 2026</strong></p><p>Are you customer focused and also strive to deliver experiences that foster customer loyalty? Then this might be the right role and opportunity for you! Apply now to be considered for the upcoming October class that includes an immersive paid training during onboarding!</p><p>**Associates in this role can work in Smithfield, RI or in Westlake, TX.</p><p><strong>The Role</strong></p><p>The <strong>Operations &amp; Services Group (OSG)</strong> <strong>Client Services</strong> division is seeking entry level, driven and knowledgeable associates! As a Representative for Client Services, you will be directly involved in navigating transaction processing and carrying out our already-established record-keeping business practices, provides best in class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization through telephone within contact center. You ensure customer satisfaction by delivering extraordinary service, handling standard and complex interactions and processing of client inquiries received by phone or in writing.</p><p>We are customer-obsessed and strive to deliver experiences that foster customer loyalty through consistent, high-quality service, delivered by associates who can effectively transform knowledge to performance, complexity to simplicity, and customer service into relationships.</p><p><strong>The Expertise/Skills You Bring</strong></p><ul><li><p>2+ years of relevant experience in either call/contact center customer service and/or financial services operations</p></li><li><p>Excellent, proactive customer or client servicing skills, highly preferred</p></li><li><p>Experience working in a very dynamic environment managing competing priorities</p></li><li><p>Effective time management skills to meet deadlines</p></li><li><p>Self-motivated and has the desire to proactively take on additional responsibilities</p></li><li><p>Highly attentive to detail and organized, in order to execute on responsibilities efficiently</p></li><li><p>You are punctual, and demonstrate a strong dedication to attendance</p></li><li><p>You have a drive for learning all facets of the OSG Client Services business, including its' teams, systems, and processes</p></li><li><p>You have phenomenal communication, influencing and problem-solving skills</p></li><li><p>Working experience multi-tasking and working in a fast-paced environment to meet processing timeframes or deadlines</p></li><li><p>You have the desire to identify areas of improvement and be a part of developing the plan to implement change</p></li><li><p>You are customer-obsessed and strive to deliver exceptional experiences that foster customer loyalty</p></li></ul><p><em><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></em></p><p><strong>The Team</strong></p><p>We provide superior customer service to Fidelity’s Institutional businesses through innovation, dedication and commitment to excellence. This division is responsible for servicing our customers via inbound phones interactions, transaction processing and record-keeping for the transfer agent, Fidelity Investments Institutional Operations Company, Inc., as well as intermediary support and relationship management for Fidelity Institutional Asset Management (FIAM).</p><h3>Certifications:</h3><h3>Category:</h3>Brokerage 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>

Representative, Client Services - January 2026 (Smithfield)

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity Capital Markets is the institutional trading arm of Fidelity Investments, providing trading products and services to a wide array of clients, including buy-side institutions and hedge funds, as well as to Fidelity’s own businesses. Fidelity Capital Markets offers a suite of electronic brokerage products and execution services across multiple asset classes including equities, fixed income, options, and forex, as well as prime brokerage, securities lending, and municipal and bank issued brokered CD underwriting. Our product coverage includes Equity Block Sales/Trading, Program/Electronic Trading, SAM Trading, International Equity Trading, Prime Brokerage, Soft Dollars, and New Accounts.</p><ul><li>Executing orders in accordance with regulatory standards and client best execution</li><li>Projecting confidence when speaking with clients as you are the market specialist</li><li>Representing Fidelity with utmost integrity toward clients and street facing counterparties</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Trader who will work with our RIA client base on equities, options, UITs, currencies, mutual funds, and IPOs</li><li>Work in a fast paced, high intensity trading desk environment</li><li>You have excellent verbal and written communications skills</li><li>Experience with trading, trading operations or support or are interested in the end to end trading ecosystem</li><li>Strong client service skills, analytical skills, detail oriented, and comfort working with data</li><li>Interested in operational excellence and capable of analyzing current processes and workflows and provide data driven ideas on how to create efficiencies and better experiences and outcomes for our clients</li><li>Trader will answer client calls throughout the day to help with order entry, trading guidance, risk management, and issue resolution</li><li>Executes orders in accordance with regulatory standards and client best execution</li><li>Speaks regularly with clients and provides market, product, and trading expertise</li><li>FINRA security licenses: series 7, 63, 57. Series 24 is optional</li><li>BA or BS degree required.</li></ul><p><strong>The Team</strong></p><p>We are seeking a trader to join the US Cash Equity Trading team within Fidelity Capital Markets. This specific team executes trades for our advisor client base. The team provides the best execution to our clients by effectively running equity order flow, outstanding client service and market expertise. The role will also focus on workflow tools, execution quality, client satisfaction, and operational excellence.</p><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p><h3>Certifications:</h3>Series 57 - FINRA, Series 63 - FINRA, Series 7 - FINRA<h3>Category:</h3>Capital Markets Equity<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>

Junior Trader

<h3>Job Description:</h3><p><strong>The Role </strong></p><p>The <strong>Senior Analyst, Bank Debt</strong><strong> Operations </strong>will perform and review all tasks associated with the Bank Debt Group including (but not limited to) trade settlements, fail management, and accounting processing.</p><ul><li>Resolve escalated issues, which could have significant impact on daily operations.</li><li>Provide exceptional service to various business partners.</li><li>Participate in future project opportunities and facilitate change in a rapidly developing environment.</li><li>Assist with development and review for new and/or changes to departmental policies and procedures.</li><li>Collaborate within team environment to successfully manage daily work volumes and quality standards.</li><li>Lead team members through daily work and providing oversight as well as training newer associates on tasks.</li></ul><p><strong>The Expertise and Skills You Bring </strong></p><ul><li>Bachelor's degree preferred but not required.</li><li>Financial services industry experience.</li></ul><ul><li>Deep understanding of syndicated loans, bilateral loans, and secondary loan trading.</li><li>Well-versed with LSTA/LMA standards and documentation.</li></ul><ul><li>Expertise in trade capture, confirmation, settlement, and reconciliation.</li><li>Understanding of delayed compensation rules and settlement timelines.</li></ul><ul><li>Experience with platforms like ClearPar, WSO, LoanIQ, ACBS, or similar.</li><li>Strong Excel skills (VLOOKUP, pivot tables, macros); familiarity with workflow tools (e.g., Alteryx, Tableau, Power BI) is a plus.<p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p> ​​​​​</li></ul><p><strong>The Team</strong></p><p>As part of Fidelity Fund and Investment Operations (FFIO) business unit, the Bank Debt Operations group is responsible for facilitating the processing, distribution, and reconciliation of Bank Debt transactions in support of Accounting and Trading. This role requires great attention to detail, the ability to work in a time sensitive environment and the ability to "think outside of the box." In addition to the technical aspect of the role, the Representative also performs project work, looks for process improvements, partakes in training and development opportunities and is part of a larger team effort. Depending on the project that the analyst supports, the work hours may vary from early morning shifts to more standard work hours. The ability to work overtime and be flexible is strongly encouraged. </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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