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<h3>Job Description:</h3><h3>Planning Consultant</h3>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.<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>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul>The base salary range for this position is $70,000 - $105,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Fidelity Investments

Planning Consultant - Santa Monica, CA

<h3>Job Description:</h3><h3>Health &amp; Welfare – Health Care Program Manager</h3>The Health &amp; Welfare Health Care Program Manager will utilize their project and program management, consulting, analysis, and domain skills to provide the best outcomes for our client, their participants, and Fidelity.The Expertise We’re Looking For<ul><li>Bachelor’s degree or equivalent years of industry experience</li><li>5-8 years of Health and Welfare benefits service experience</li><li>5+ years of professional experience (and demonstrated competence, depth, and breadth)</li><li>Prior H&amp;W client implementation and\or platform migration experience</li><li>Prior program management experience</li><li>Experience in Agile preferred, but not required</li><li>Proficient with Microsoft Office applications</li></ul>The Purpose of Your RoleThe Health &amp; Welfare Health Care Program Management is a key member of the Health &amp; Welfare (HW) Implementations and Platform Migrations team that services Fidelity clients. The role provides for the ability to work in a growing Health &amp; Welfare offering, access to scalable technology while continually enhancing your knowledge of the Health &amp; Welfare benefits administration landscape. The Skills You Bring<ul><li>Ability to independently manage one’s own workload</li><li>Regulatory and legislative knowledge in aligned service area</li><li>Understanding of benefits administration systems</li><li>Demonstrates excellent communication skills (written and verbal)</li><li>Ability to conduct detailed analysis and document findings</li><li>Procedure execution and process improvement</li><li>Quality-first mindset</li></ul>The Value You Deliver<ul><li>Develop project plan to facilitate migration from one administrative platform to another</li><li>Adhere to project and program management standards</li><li>Supporting all project roles</li><li>Interface and integrate with Product Roadmap liaisons to promote system and tool updates</li><li>Ability to leverage online workflow tracking tools, including Monday.com and JIRA is a plus</li><li>Design and implement project strategy including risk tracking, status tracking, milestones and deliverables</li><li>Partnering with the Director Client Consultant and all other work-stream leads to meet project deliverables</li></ul>How Your Work Impacts the Organization Fidelity’s healthcare administrative services are backed by the service, trust, and experience that have helped Fidelity become America's Retirement Leader. With over 20 years of experience in Health &amp; Welfare administration, we are utilizing our experience to bring health and wealth together to drive better outcomes for our clients. In this role, you will be uniquely positioned to deliver the service to achieve those goals. <h3>Certifications:</h3><h3>Category:</h3>Client ServiceMost 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.

Director, Health Care Program Management

<h3>Job Description:</h3><h3>The Role</h3>Strategic Advisors Technology (SAT) is seeking a Senior Systems Analyst to play a vital role in one of Fidelity's critical strategic programs. In this role you will partner with Fidelity business stakeholders to understand their key business drivers and business requirements. This is not just about gathering requirements; it's about understanding the "why" behind them. You will then work with your Development Team and technology counterparts to translate these into user stories and deliver high quality, innovative and timely solutions.This role requires a dedicated, curious, and passionate Senior Analyst who brings strong skills in the following areas:<ul><li>Collaborating with business stakeholders to gather and analyze business and functional requirements and confirm these via meaningful artifacts (Business Requirements documents, process flows, use cases, etc.)</li><li>Performing cost-benefit analyses to ensure technology investments for the given business requirements are strategically aligned, financially sound, and deliver maximum business value</li><li>Converting business requirements into actionable delivery plans with defined milestones and timelines</li><li>Identifying and managing risks and dependencies for planned work</li><li>Implementing delivery plans through quarterly planning and backlog management </li><li>Managing product backlogs using collaborative tools including JIRA, Confluence, PowerPoint, Excel, and SharePoint</li><li>Translating complex business requirements into user stories with well-defined business value and acceptance criteria</li><li>Leading team refinement sessions to ensure stories are clear and ready for sprint planning</li><li>Defining story acceptance tests in collaboration with the team, applying Acceptance Test Driven Development (ATDD) principles during refinement.</li><li>Ownership of user story sign-off, ensuring the delivery meets the requirements and has passed all tests (automated and manual)</li><li>Proactively identifying opportunities for process and system improvements to extend the value delivered to your business partners</li><li>Where Needed - Participation in End-to-End test activities to ensure functionality is working per the requirements </li></ul>Education and Experience At minimum, a Bachelor’s degree (or foreign education equivalent) in Computer Science, Business Analytics, Engineering, Information Technology, Information Systems, or a closely related field and Five (5) years experience as a Systems Analyst The Expertise and Skills You Bring<ul><li>Financial services industry knowledge and experience is highly desirable, investment management and/or wealth management domain knowledge a plus</li><li>Excellent written and verbal communication skills </li><li>Able to understand the technology and software architecture of an application</li><li>Experience with various tools that assist in analysis and testing including SQL Developer, Insomnia, Kafka - Offset Explorer, and Datadog for data validation and debugging, Jira and Confluence.</li><li>Willingness to dive in and understand code for analysis and support purposes</li><li>Familiarity with modern AI tools and their application in Systems Analysis is desirable</li><li>Has worked in an Agile environment that uses the Scrum Methodology and is experienced with the related events and artifacts </li><li>Has effectively worked in a global, team-based environment with team members in various locations and countries. </li></ul>Note: Fidelity will not provide immigration sponsorship for this positionThe TeamAs a Senior Systems Analyst on the team, you work in partnership with the Strategic Advisors business stakeholders, Squad team members, Product Area Leader to understand the product vision and challenges. From there, you’ll work with your technology counterparts to deliver innovative, cost effective, architecturally aligned, and timely solutions. By demonstrating and promoting Fidelity and Agile leadership principles, you sustain and evolve our innovative agile culture.<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 Systems Analyst

<h3>Job Description:</h3>Principal Systems AnalystThe Brokerage Technology Customer Communications team, in Fidelity Wealth Technology, is looking for a passionate systems analyst to dig into legacy systems to support modernization. Our Systems Analysts work closely with architecture and software engineering to deliver a roadmap for new systems. The PurposeAs a Principal Systems Analyst on the team, you will be expected to quickly gain understanding of the components of our applications, data flow, integrations and inputs and outputs of the platform. The ideal candidate should be curious, detailed oriented and collaborative. The Expertise You Have<ul><li>Deep knowledge of Mainframe COBOL, VSAM files, Batch/Online Process, Batch Scheduler, IOM (Input/Output Modules) and CICS.</li><li>Proven experience with Structured Query Language (SQL) preferably worked with DB2, Oracle and/or Postgres and digging into data using logging tools.</li><li>Proven professional experience as a Systems Analyst for software solutions, preference around modernizing from legacy to cloud systems. Knowledge of payment systems is a bonus.</li><li>Experience researching, optimizing, developing, and authoring solution requirements, user stories, and specifications for moderate to complex software systems.</li><li>Proven experience with Agile development methodologies</li><li>Excellent analytical, problem-solving &amp; interpersonal skills</li><li>Bachelor’s Degree Computer Science or related technology discipline. </li></ul>The Skills You Bring <ul><li>You have a real passion for accuracy, clarity, and elimination of ambiguity. </li><li>You are deeply effective in written and verbal communications and are dedicated to tailoring content to the appropriate audience (business vs. technology, associate vs. management, etc.) </li><li>You are a self-starter who can rapidly assimilate business processes, goals and objectives and distill them into well-defined requirements </li><li>You understand how technology can automate business processes and can effectively propose, challenge, and engage in ideation with systems architecture, business operations and partner technology teams in formulating software designs and solutions. </li><li>Good interpersonal and leadership and influencing skills (without direct authority of others) </li><li>Self-driven, self-managed, energetic, passionate, and motivated with the ability to work independently to deliver results </li><li>Strong coaching, mentoring, and facilitation skills </li></ul>The Value You Deliver<ul><li>Facilitating flow of requirements from the business to the technology team </li><li>Reducing requirements and design risk and resulting costs associated with errors </li><li>Exercise a passion for keeping your knowledge up to date with evolving technology </li><li>Take ownership and accountability for figuring out what needs to be done </li></ul><h3>Certifications:</h3><h3>Category:</h3>Information TechnologyMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Principal Systems Analyst

<h3>Job Description:</h3>The RoleThe VP, Tax-Exempt Managing Director role is a great opportunity to provide planning and consulting to Higher Education, HealthCare and non-profit organizations to improve the value of their benefits programs and ensure their satisfaction with Fidelity!The Managing Director in TEM builds, maintains and develops strong and committed client relationships with key decision makers, influencers and C-suite committee members. The Book of business will be comprised of 12-15 clients in the Northeast region with a general asset size of $100-$500M. The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions.The Managing Director will be working from home and needs to be comfortable or have had experience working remotely/ independently from a personal home-based office ideally in MA, RI, CT or NH.The Expertise and Skills You BringLicensing and Experience<ul><li>Bachelor's Degree with 15+ years overall work experience and 5+ years of Participant or Client Service experience, preferably within the retirement industry.</li><li>We require associates in this role to have their Series 7 &amp; 63 licenses.</li><li>Experience working directly with Tax-Exempt Plan Sponsors and Participants is helpful but not required.</li></ul>Key responsibilities<ul><li>Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan for maintenance or improvement.</li><li>Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, to influence and impact client satisfaction.</li><li>Takes responsibility for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals.</li><li>Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer issues, fund changes, revenue requirements, pricing, Fidelity thought leadership, plan analytics, etc.</li><li>Builds productive long-term relationships with consultants and/or advisors in partnership with Consultant Relations.</li><li>Develops and maintains collaborative relationships across a broad spectrum of business partners to drive operational accuracy, efficiency, and problem resolution. Leads internal team in problem resolution.</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamOur team works with Tax-Exempt organizations to promote better outcomes for their employees. This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with internal teams and partnering with the Plan Sponsors, the VP helps our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing.The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management

VP, Managing Director,  Tax - Exempt Market- Northeastern US- REMOTE

<h3>Job Description:</h3>Note: Fidelity will not provide immigration sponsorship for this position.Senior Data Science Engineer - Financial CrimesThe role: Financial Crimes Models &amp; Analytics is seeking a Senior Data Science Engineer to contribute to the design, development, and optimization of our transaction monitoring surveillance models. You will work closely with our Data Scientists, Business Intelligence analysts, Investigators, and Compliance professionals to translate regulatory requirements into scalable, rules based &amp; machine learning detection models. This role requires a blend of data engineering, analytics, and AI/ML expertise, along with an understanding of financial crime risks associated with Fidelity's cryptocurrency and brokerage offerings. If you’re passionate about data analysis, feature engineering, and machine learning to help fight financial crime, this is an excellent opportunity to grow your career! The responsibilities of this role: <ul><li>Collaborate with team members and compliance partners to understand AML typologies and red flags we must detect </li></ul><ul><li>Assist in building detection models and features using SQL, Python, DBT (Data Build Tool), and Snowflake </li></ul><ul><li>Develop and maintain data pipelines that integrate multiple data sources (e.g., Snowflake, Oracle, MongoDB, Postgres) </li></ul><ul><li>Support the implementation of machine learning and AI techniques to enhance suspicious activity detection by analyzing and identifying appropriate target data </li></ul><ul><li>Contribute to testing frameworks for unit, regression, and model performance validation </li></ul><ul><li>Help monitor and tune model performance to ensure compliance and effectiveness </li></ul><ul><li>Participate in code reviews and knowledge sharing to maintain best practices </li></ul><ul><li>Explore emerging technologies and assess their applicability to financial crime detection </li></ul>The Expertise and Skills You Bring<ul><li>Bachelor’s degree in Computer Science or equivalent technical expertise. </li></ul><ul><li>2+ years of experience in software or data engineering. </li></ul><ul><li>Advanced proficiency in SQL and Python, with the ability to deliver meaningful business analytics and insights. </li></ul><ul><li>Strong analytical mindset, curious and self-sufficient in exploring and understanding data across systems. </li></ul><ul><li>Prior experience working with machine learning algorithms, AI agents, and large language models (LLMs) is advantageous </li></ul><ul><li>Exposure to customer and transactional data, particularly in fraud or AML contexts, is advantageous. </li></ul><ul><li>Experience working with dbt (data build tool) is a plus. </li></ul>The Team Financial Crimes Models &amp; Analytics is made up of Data Scientists, Data Engineers, Business Intelligence, and Data Visualization analysts. Our team has broad responsibility for Fidelity Investments transaction monitoring across multiple business units, including Brokerage and Digital Assets. We leverage data to detect potential suspicious activity, customer behavior changes, and more. Coverage areas include insider trading, high risk money movement, customer behavior &amp; potentially suspicious transactional patterns, elder financial exploitation, low-priced securities, emerging risks, cryptocurrency transactions and many more. The base salary range for this position is $97,000-185,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Information Technology

Senior Data Science Engineer - Financial Crimes

<h3>Job Description:</h3>Note: Fidelity will not provide immigration sponsorship for this position.<h3>Director of Distributed Storage Engineering</h3>About the Role As the Director of Distributed Storage Engineering, you will lead initiatives across multiple product areas to deliver high-performing, cost-effective, and reliable storage solutions for business-critical workloads supporting all areas of the firm’s financial services. You will collaborate with technology leadership and architects to define target architectures, establish product roadmaps, and drive strategic decisions for distributed storage services.What You’ll Do<ul><li>Define vendor strategies and create business cases that clearly outline technological capabilities and costs for executive decision-making.</li><li>Influence the direction of distributed storage services and present strategies to executive leadership.</li><li>Report regularly on the progress of critical projects and ensure alignment with business and technology goals.</li><li>Mentor and guide a team of engineers, fostering technical growth and collaboration.</li><li>Partner with leadership, product management, architecture, and support teams to deliver on strategic objectives.</li></ul>Expertise You Have<ul><li>Strong background in computer science with expertise in distributed compute and storage.</li><li>Deep understanding of storage technologies and vendor capabilities.</li><li>Experience creating business cases and managing budgets for technology acquisitions.</li><li>Knowledge of cloud computing and networking is a plus.</li><li>Bachelor’s degree in Computer Science or related field preferred.</li></ul>Required Experience<ul><li>Proven track record in distributed storage engineering, including product selection, implementation, and management.</li><li>Hands-on experience with multiple block storage arrays and vendors.</li><li>Expertise in managing large Fiber Channel SANs and supporting iSCSI protocols.</li><li>Strong troubleshooting and root cause analysis skills for storage incidents.</li><li>Capacity management and performance optimization experience.</li><li>Security-first mindset ensuring compliance and protection of critical systems.</li></ul><h3>Skills You Bring</h3><ul><li>Deep knowledge of storage technologies (SAN/Block, NAS, Object, Cloud Storage).</li><li>Practical experience with storage protocols (Fiber Channel, iSCSI, NVMe).</li><li>Ability to manage technology lifecycles and ensure compliance.</li><li>Strong coding skills for automation and experience with general-purpose programming languages.</li><li>Vendor management and product development guidance.</li><li>Leadership and crisis management during critical incidents.</li><li>Excellent communication and presentation skills for both executive and technical audiences.</li><li>Agile mindset with the ability to prioritize, focus, and deliver critical initiatives.</li></ul><h3>The Value You Deliver</h3>You will lead an international team of engineers to deliver best-in-class distributed storage capabilities. Your expertise will drive strategic technology decisions that support our financial customers. Through collaboration with leadership and cross-functional teams, you will develop and implement roadmaps, mentor engineers, and ensure the successful execution of critical organizational goals.<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 Software Engineer

<h3>Job Description:</h3>The RoleDo you thrive on keeping things organized and making processes run like clockwork? Are you passionate about the power of phenomenal content in building brand credibility and engaging clients and prospects? In this role, you’ll be the backbone of our editorial operations, ensuring that our content libraries stay fresh, relevant, and impactful. You’ll partner not only within our editorial team but also across the broader marketing organization -- including digital, compliance, creative, and segment marketing teams -- to build and refine processes for content maintenance, performance tracking, and content updates. This collaboration will give you a direct hand in informing our editorial strategy and ensuring alignment across channels. If you’re passionate about working at the intersection of content excellence and data-driven insights, we’d love to hear from you! The Expertise and Skills You Bring We’re looking for a creative and analytical Editorial Operations and Marketing Manager to build and formalize how our content is managed throughout its lifecycle. This role is ideal for someone who enjoys putting structure around creative processes and is eager to learn and grow within a collaborative team of content creators and marketers. We’re excited to bring someone on who has:<ul><li>Minimum of 5 years working in publishing, content marketing, or general marketing and communications (internships included).</li><li>Strong analytical skills and experience developing dashboards and monitoring performance metrics, turning data into actionable insights that influence content strategy.</li><li>Familiarity with content management systems and performance tracking tools</li><li>Excellent written and verbal communication skills, including comfort collaborating with peers and senior team members.</li><li>Strong project management skills and ability to manage multiple projects with varied complexities simultaneously.</li><li>A passion for process improvement and proactively asking questions to provide the best solution.</li><li>Curiosity and an interest in learning about the Wealth Management industry. Financial services industry experience a plus, but not required.</li><li>Bachelor’s or Master’s degree in Marketing, Communications, Journalism, or related field (or equivalent experience)</li></ul> The TeamThe Wealth Management Editorial team is part of the Fidelity Institutional and Asset Management Marketing organization. Our dynamic and collaborative team is passionate about raising the voice of Fidelity in the marketplace and helping wealth management firms grow. We develop and deliver compelling points of view that provoke conversation, drive action, and ultimately help wealth management leaders and their teams navigate industry change. We partner with various groups across Fidelity Institutional and the larger Fidelity enterprise to ensure we bring the best to our customers every single day.<h3>Note: Fidelity will not provide immigration sponsorship for this position.</h3>The base salary range for this position is $74,000-141,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.<h3>Certifications:</h3><h3>Category:</h3>Marketing

Manager, Wealth Management Editorial

<h3>Job Description:</h3>The RoleThe Wealth Advisory Key Account Manager is responsible for working with Sales and Relationship Management to grow and evolve advisory business for Broker/Dealers, Banks, and RIAs. In this role you will provide dedicated managed account platform expertise to our intermediary clients and will be responsible for driving advisory platform adoption across our customer base. Key activities include:<ul><li>Operational support &amp; coordination: maintain account plans, facilitate contract agreement execution, coordinate Quarterly Business Reviews (QBRs) with top tier clients, participate in RFPs/RFIs, conduct data analysis to inform sales pricing proposals and transition plans, coordinate new client onboarding with internal stakeholders</li><li>Executional enablement: support VPs by preparing materials, tracking progress, and ensuring smooth execution of deployment and engagement plans</li><li>Client experience support: assist in resolving client inquiries and ensuring consistent communication and follow-up</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor's degree required; MBA preferred</li><li>Financial intermediary channel experience preferred (Banks, Broker/Dealers, RIAs)</li><li>Passionate about wealth management, advisory platforms, and investment solutions offered by Fidelity and across industry</li><li>You deliver value to our customers seeking consultation on industry leading advisory platform/product capabilities from Fidelity</li><li>Familiarity with clearing and custody services</li><li>Minimum five years experience working with institutional wealth management clients</li><li>Series 7, 63, 65/66 required</li><li>Willing to travel 25-40%</li><li>Note: Fidelity will not provide immigration sponsorship for this position.</li></ul>The TeamOur team is well versed in understanding the trends, opportunities and challenges facing Fidelity Institutional clients, as well as designing and articulating how our fee-based advisory capabilities can help firms evolve their businesses and thrive through transformational change.We actively engage with clients and prospects to ensure the awareness and adoption of our various Wealth Advisory solutions to help them achieve their business growth, productivity and client satisfaction goals. We also play a key role in both communicating the FI Wealth Advisory Solutions vision and roadmap, as well as making sure Fidelity Institutional initiatives are aligned with our clients and prospective clients’ business needs and priorities.The base salary range for this position is $100,000 - $160,000 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 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

FMAX Key Account Manager

<h3>Job Description:</h3>The RoleWe have an exciting sales opportunity in a number of territories working with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, competitive environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with supportive team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees.The Expertise and the Skills You Bring <ul><li>Bachelor’s Degree required</li><li>Series 7 and 63 required</li><li>CIMA or CFA desired</li><li>Passion for the financial or investment management industry</li><li>2-3 years of field sales experience, working within Financial Services Industry highly preferred</li><li>Your outstanding communication, negotiation, decision making and multi-tasking abilities</li><li>Your ability to stay organized, be resourceful, and prioritize ongoing sales opportunities</li><li>Your ability to represent multiple product offerings including: Mutual Funds, model portfolios, ETFs, SMAs, Index Funds, alternative investments and retirement solutions</li><li>Your excellent interpersonal skills that translate into a positive client experience</li><li>Your passion for sales and the ability to uncover and qualify new opportunities</li><li>Your commitment to constant self-improvement and exhibit a competitive drive</li><li>Your ability to thrive in our fast paced environment and enjoy being part of a strong team</li><li>Your high aptitude to learn new things quickly and adapt to new situations</li><li>Your effective consultative sales and presentation skills</li><li>Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals.</li><li>Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward.</li></ul>Must be willing to live in WisconsinNote: Fidelity is not providing immigration sponsorship for this positionThe TeamAs a Developmental Regional Director (DREP) your primary responsibility will be supporting and driving sales through Broker Dealer Financial Advisors and Registered Investment Advisors. You’ll work daily to help provide valuable market insight, portfolio construction guidance and investment product solutions to financial advisors and their firms. You will work in partnership with other Regional Directors in your territory offering an opportunity for long-term expanded career upside and professional growth. In your role you will be an important part of the Fidelity Institutional Core Wealth distribution team and will be responsible for making in-person sales calls, partnering with your internal partners and specialist teams to drive new business, retain assets and grow market share.The base salary range for this position is $70,000 - $175,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales

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