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<h3>Job Description:</h3><p><strong>The Role</strong></p><p>As the Data Analysis and Insights Chapter, we support the Data Domain by blending expertise in business intelligence and analytics with a passion for delivering results. In an agile structure, we partner with squads and business partners to deliver specific product features and ensure respective products or services are designed to the optimal standard. We ensure alignment on the 'what' and 'when' work is to be performed through ongoing planning and prioritization of a product backlog. We collaborate as squad members and work iteratively, innovate through testing and experimentation and learn from failures while celebrating success. We are committed to developing our own expertise and knowledge to ensure we bring the latest thinking to our roles.</p><p>The Senior Manager, Data Analysis and Insights acts as a domain expert who proposes and delivers targeted research and analytics required to support business decision making. This role leads complex projects with a functional divisional impact, demonstrates strategic thinking, tactical planning, and has strong business intelligence technical skills. This role serves as a strong business communicator with senior leaders, sponsors, and peers, collaborating with them to create key findings for sophisticated business problems. The Senior Manager is an individual contributor and does not directly oversee staff.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s or equivalent Degree with 6+ years of experience working with business intelligence solutions</p></li><li><p>Passion for using data in creative ways that tell a story and drive an impactful result</p></li><li><p>Demonstrated experience in analytical thinking, influencing, and problem solving</p></li><li><p>Expertise with data workflow tools, solid understanding of data and database concepts, tools, and technologies with ability to optimize and drive scale</p></li><li><p>Solid understanding of the BI product life cycle and proven experience working with large data sets</p></li><li><p>Experience serving as a change agent and influencer helping end users adopt innovative approaches to business intelligence and data driven culture</p></li><li><p>Proven knowledge and applied professional experience with multiple BI (Business Intelligence) and analytical tools such as Alteryx, Tableau, and Power BI</p></li><li><p>Experience with writing and decoding SQL</p></li><li><p>Takes a consultative approach understanding needs of others and regularly communicating ideas or suggestions in terms that lead to actionable outcomes and building lasting partnerships with stakeholders</p></li><li><p>Using fact-finding, effective questioning techniques, and diagnostic tools to identify and analyze problems</p></li><li><p>Developing and implementing quick turnaround ad-hoc queries to research and understand factors that may be impacting business performance</p></li><li><p>Agile experience, preferred</p></li><li><p>Presentation experience to Executive and Senior Leadership, preferred</p></li><li><p>Financial services experience, preferred</p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team</strong></p><p>We collaborate with the Product Areas and Squads aligned to our Data Domain. By demonstrating and promoting Fidelity and agile leadership behaviors, we sustain and evolve our innovative agile culture.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analytics and Insights<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.</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

Senior Manager, Data Analytics and Insights

<h3>Job Description:</h3><p>The Managing Director (MD) is entrusted with a book of business of defined contribution plans comprised of 40-50 client relationships that may range $10 – 20M+ in assets under administration. In this role you will develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery.</p><h3><strong>The Role</strong></h3><p>The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors. This role will require ~25% of travel.</p><h3><strong>The Expertise You Have</strong></h3><ul><li>We require associates in this role to acquire a Series 7 and 63 within the first 3 months of acquiring the position.</li><li>8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401K industry.</li></ul><h3><strong>The Skills You Bring</strong></h3><ul><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time leadership skills and attention to detail.</li><li>You have shown problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>You have experience working with Financial Advisors.</li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, leading and maintaining strong client relationships, including with the highest level of decision makers.</li><li> Building positive relationships based on shared dedication to mutual goals. We set the strategic direction for the plan and demonstrates ultimate ownership and accountability for the relationship. Acts as the client’s “trusted advisor” in partnership with the Plan’s Advisor.</li><li>Partnering with the Plan’s Advisor to understand their specific value proposition to the Plan Sponsor.</li><li>Planning and conducting effective in-person and/or phone meetings with the Plan Sponsor and Plan’s Advisor client.</li><li>Making detailed plans and preparations for client meetings in partnership with the Plan’s Advisor.</li><li>Accurately planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients and their advisors on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>Analyzing investment architecture and providing appropriate alternatives in partnership with the Plan’s Advisor.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings in partnership with the Plan’s Advisor.</li><li>Working closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity in partnership with the Plan’s Advisors.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries. This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>Acting as the lead associate for the Book of Business with supporting functions (Client Service Administrator, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>Building and developing strong working relationships internally.</li></ul><h3><strong>The Team</strong></h3><p>Focusing on understanding and responding to clients and advisors. In this position you assume a consultative role to acquire a clear understanding of the business needs of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<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.</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>

Managing Director- 401K Relationship Manager

<h3>Job Description:</h3><p><strong>Senior Full-Stack Engineer </strong> </p><p>Are you interested in serving the needs of millions of customers by building outstanding products and digital experiences that help strengthen the financial well-being of our customers? </p><p>We’re actively seeking a passionate, humble individual who brings deep technical expertise in web, cloud architecture, engineering, with an eye towards building omni-channel experience platforms and has a passion for business innovation. </p><p> <br><strong>The Team</strong> <br> </p><p>Fidelity Brokerage Alternatives Technology team contributes to and influences the direction of Alternative Investments and Fidelity Crypto solutions for retail customers. We are a comprehensive software engineering practice, leading the build of core product and platform capabilities, the championing of new technologies and promoting collaboration and open communication to facilitate better decision-making at all levels. </p><p><strong>The Purpose of Your Role</strong> </p><p>Our teams build and contribute to Fidelity’s digital presence. As a software engineer, you will help us build the omni channel user experiences and the underlying platforms needed to support our digital presence. You’ll work on building entire features, taking these from concept to deployment, as part of our autonomous, cross functional teams. You'll have the opportunity to contribute ideas to improve our products as well as develop your skills, learn new technologies and languages, and continue to learn. We're looking for highly motivated individuals who work well in a collaborative, iterative, and fast-paced environment. </p><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li><p>4+ years of professional experience developing web apps using Angular 12+, RxJS, Redux/NgRx and TypeScript in an agile environment. </p></li></ul><ul><li><p>Experience or willingness to learn Android, iOS and mobile technologies. </p></li></ul><ul><li><p>Knowledge of web landscape, architectures (micro-frontend, BFF, Module Federation), trends and emerging technologies used in creating performant and resilient websites </p></li></ul><ul><li><p>Your advanced Git skills, branching strategies and CI/CD practices. </p></li></ul><ul><li><p>Your knowledge of HTTP/S based APIs , GraphQL, Networking and how the internet works. </p></li></ul><ul><li><p>Expertise with test automation tools and frameworks e.g. Cypress, Playwright, Jest and Storybook. </p></li></ul><ul><li><p>Critical problem-solving skills, Passionate, opinionated about writing clean, testable, readable, and easily maintainable code with a test-first development approach </p></li></ul><ul><li><p>Familiarity with developing features for our web experiences using Angular and Microservices in NodeJS/NestJS/GraphQL. </p></li></ul><ul><li><p>Experience with Nx workspaces, ability to use Nx for managing monorepos and enhancing developer productivity </p></li></ul><ul><li><p>Experience in internet security: OAuth, Open ID connect and knowledge of standard methodologies </p></li></ul><ul><li><p>Strong working knowledge of AWS ecosystem (EC2, Lambda, Serverless computing, DynamoDB) </p></li></ul><ul><li><p>Understanding containerization, Docker, and orchestration will be a plus. </p></li></ul><ul><li><p>End-to-end architecture experience with focus on customer experience, ease of use, reusable core &amp; common components development, leverage proven architecture pattens, standards, accessibility guidelines, security, A/B testing, personalization, analytics and measurements </p></li></ul><p><strong>How Your Work Impacts the Organization</strong> </p><p>With you as a core member of the technology leadership team, we will together continue to drive and enhance a strong engineering culture that is built on a core foundation that revolves around passion for excellence, community and accountability. </p><p>We believe that diversity in background and experience will nurture an inclusive and engaging work environment for our employees. This ultimately enables us to deliver a better product for our customers. It is our genuine belief that delivering the best possible customer experience requires an artful blend of human ingenuity and technology. While we value smart technologists, we are fanatics about our culture that promotes aligned autonomy and ownership. People who are great cultural fits demonstrate curiosity to learn, are unafraid to break things, step up and take the lead, take ownership of their projects, and thrive by sharing knowledge.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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.</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 Full Stack Engineer

<h3>Job Description:</h3><p>Strategic Advisors Technology (SAT) is looking for an experienced Analyst to work on one of Fidelity’s key strategic programs. Gathers requirements for new features or enhancements for portfolio construction platform and uses Oracle SQL for data analysis. Coordinates and runs User Acceptance Testing (UAT) sessions. Collaborates with the technology and business teams to deliver high quality solutions for business problems. Contributes to systems enhancements, using analysis and product owner practices across a global team. Executes analysis for medium-sized projects. Documents requirements, creates specifications and makes design recommendations for medium-sized projects. <br> </p><p><strong>The Team</strong></p><p>As 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.</p><p><strong>Education and Experience: </strong><br> <br>Bachelor’s degree (or foreign education equivalent) in Computer Science, Business Analytics, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and three (3) years of experience as a Senior Systems Analyst (or closely related occupation) performing complex analysis of software or cloud-based applications, using SQL, API, or Webservices (REST, JSON, or SOAP). <br> <br>Or, alternatively, Master’s degree (or foreign education equivalent) in Computer Science, Business Analytics, Engineering, Information Technology, Information Systems, Mathematics, Physics, or a closely related field and one (1) year of experience as a Senior Systems Analyst (or closely related occupation) performing complex analysis of software or cloud-based applications, using SQL, API, or Webservices (REST, JSON, or SOAP). <br> </p><p><strong>Primary Responsibilities: </strong></p><ul><li><p>Works with business partners and technology partners to identify, review, define, interpret, and clarify scope of work in terms of business and/or system requirements and processes. </p></li><li><p>Contributes to the analysis strategy for technology projects culminating in the creation of documentation to support project needs. </p></li><li><p>Recommends changes to existing systems design to achieve requirements and recommends designs for new systems based on requirements. </p></li><li><p>Documents objectives, use cases, requirements, and specifications. </p></li><li><p>Monitors documentation standards and best practices. </p></li><li><p>Recommends traceability improvements. </p></li><li><p>Establishes project plans for projects of moderate scope and works on multiple projects concurrently. </p></li><li><p>Works directly with the user community for project definition. </p></li><li><p>Communicates project plan information, objectives, and deliverables to the team. </p></li><li><p>Works on complex assignments and on multiple phases of a project. </p></li><li><p>Writes business cases for review. </p></li><li><p>Identifies and records risks, issues, dependencies, and assumptions in accordance with project standards. </p></li><li><p>Participates in the review and validation of Quality Assurance test plans to ensure requirements have been met.</p></li></ul><p>Skills and Knowledge: </p><ul><li><p>Candidate must also demonstrated expertise in the following:</p></li><li><p>Financial services industry knowledge and experience vital, investment management and/or wealth management domain knowledge a plus</p></li><li><p>Thrive in a global, team-based environment!</p></li><li><p>Excellent written and verbal communication skills with business and technical team members across the organization</p></li><li><p>Willingness to dive in and understand code for analysis and support purposes</p></li><li><p>Able to understand the technology and software architecture of an application</p></li><li><p>Ability to take sophisticated features and break them into stories with well-defined business value and acceptance criteria</p></li><li><p>Managing product backlogs by capturing key initiative requirements with internal and external dependencies identified and communicated through collaborative tools – JIRA, Microsoft Word, and SharePoint, Confluence</p></li><li><p>Proposing software solutions based on system and data analysis using SQL Developer, TOAD, Postman, Insomnia, or Python; and maximizing the throughput of self-organized teams using Scrum Methodology and Agile principles. </p></li><li><p>Managing stakeholders with defined roadmaps supported by Risk, Assumptions, Issues, and Dependencies insights by delivering status reports.</p></li><li><p>Performing functional and user acceptance testing of stories using SQL Developer, TOAD, Postman, Insomnia, Kafka - Offset Explorer, and Datadog for data validation and debugging, JIRA Align.</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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.</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 Systems Analyst

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Director, FFIO Global Product Solutions (GPS) - Alternatives, is responsible for coordinating and leading cross business unit operational activities required for the implementation of new alternative investment products or investment capabilities. Our team is responsible for maintaining and communicating a clear understanding of Fidelity product implementation details, conducting product research, designing implementation playbooks, and coordinating product launch and portfolio configuration programs each with diverse size, scope, and complexity. Do you want to be a part of this exciting business?</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>Bachelor’s Degree or equivalent</p></li><li><p>8+ Years of experience preferred</p></li><li><p>Effective written and verbal communication</p></li><li><p>Process, and program management</p></li><li><p>Experience with fund operations including accounting, valuation, and custody</p></li><li><p>Investment product knowledge including product pricing, alternative and standard investment vehicle structures, regulatory framework, and distribution</p></li><li><p>Investment operations including trading, portfolio analytics, performance, and compliance</p></li><li><p>Portfolio transition management</p></li><li><p>Transferable skills include risk management, compliance, and project management</p></li></ul><p><strong>The Team</strong></p><p>The Director, FFIO Global Product Solutions Alternatives will join a team of 42 customer obsessed fund and investment operations leaders. We strive to create innovative implementation and portfolio transition solutions for our business partners that result in positive outcomes for Fidelity investment products and clients. As part of Fidelity Fund and Investment Operations, we collaborate with investment operations, trading, compliance, legal, and oversight teams across all Fidelity asset management divisions to bring new products and services to our customers. We foster a culture of quality while embracing pace over perfection when implementing new investment products and capabilities across the Fidelity ecosystem. Global Product Solutions teams view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and transactions costs while improving the customer experience.</p><h3>Certifications:</h3><h3>Category:</h3>Investment Operations<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.</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, FFIO Global Product Solutions

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>We are looking for a dedicated Compliance Advisor, who among other responsibilities will help the development of digital asset AML policies, procedures, governance and standards to ensure Fidelity Digital Asset (FDA) complies with heightened financial crimes compliance expectations for digital assets. You will be responsible for helping to build and maintain a comprehensive first-line of defense program with a focus on building out best practices to support new offerings and supporting the FDA AML Officer and team in the day-to-day administration of FDA’s AML and sanctions programs to ensure regulatory compliance.</p><p>Responsibilities are expected to include:</p><ul><li>Assist in drafting, reviewing, and maintaining AML, sanctions, and financial crime-related policies and procedures to ensure compliance with state and federal regulations and remain up to date with evolving regulatory requirements and industry best practices.</li><li>Review new customer account KYC information to identify and escalate potential AML, sanctions, reputational, or other compliance concerns.</li><li>Assess customer profiles and transactional activity to ensure alignment with risk appetite and regulatory expectations.</li><li>Collaborate with internal stakeholders to resolve KYC deficiencies and address potential red flags.</li><li>Identify process gaps and recommend enhancements to strengthen the compliance program.</li><li>Assist with assessing and improving internal controls related to AML, sanctions, and financial crime compliance.</li><li>Support the execution of annual AML and sanctions risk assessments, including collecting and analyzing data to assess risk exposure across business lines and geographies.</li><li>Assist in preparing for the annual NYDFS Part 504 compliance certification, ensuring compliance with transaction monitoring and sanctions screening requirements.</li><li>Provide data and analysis on emerging risks, trends and key compliance metrics for periodic reporting to senior management and the Board.</li><li>Support AML and sanctions training initiatives by providing insights and materials for employee education.</li><li>Stay informed on regulatory updates and industry developments to enhance compliance knowledge.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Established (5+ years) track record of success in financial services including experience with Compliance, AML and Financial Crimes</li><li>Experience working on KYC/CIP/onboarding at a financial institution</li><li>Experience drafting and maintaining AML and sanctions-related policies and procedures.</li><li>Deep knowledge of applicable AML and Sanctions laws and regulations and an understanding of material proposed regulations impacting the field</li><li>Digital assets experience or interest is a plus</li><li>Demonstrated success working collaboratively across various teams, including Compliance, Legal, Operations, Risk and Audit</li><li>Excellent interpersonal, verbal, and written communication skills including ability to tailor communication to stakeholders at various levels</li><li>Great organizational skills and proven ability to balance competing asks according to policy, urgency, and importance</li><li>Proven ability to simultaneously identify, prioritize and address multiple issues and respond to shifts in priorities</li><li>Strong ability to work and flourish in a fast-moving, start-up environment that operates in an uncharted regulatory environment</li><li>Process documentation, including process flows</li><li>4-year college degree required</li></ul><p>This role will include a blend of at-home and in-office work. Learn more about how Fidelity has embraced Dynamic Working.</p><p><strong>The Team</strong></p><p>Fidelity Digital Asset is an emerging business unit dedicated to serving our existing institutional customers as well as a growing new customer base within the Fidelity enterprise. Fidelity Digital Assets offers a full-service enterprise-grade platform for securing, trading and supporting digital assets, such as bitcoin. Fidelity Digital Assets combines the operational and technical capabilities of the broader Fidelity organization with dedicated block chain expertise to deliver a completely new offering for investors.</p><p>This role can be filled at Compliance or Senior Compliance Advisor</p>The base salary range for this position is $81,000-$137,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Compliance

Financial Crimes Compliance Advisor, Fidelity Digital Assets

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>The Workplace Investing (WI) Platform technology group within Fidelity Investments is tasked to develop and maintain of technology solutions supporting Fidelity's Defined Contribution (DC) business. The platform serves plan sponsors in the configuration of their DC plans and operates in a mixed-technology environment (Java, Spring, Angular, Oracle) across multiple tiers (web server, app server, DB).</p><p><strong>The Expertise and Skills You Bring </strong>(The order of these bullets does not matter)</p><ul><li>10+ Years of Technology Experience and people management experience</li><li>Experience with developing or leading a development team with Angular, Java, Database Skills.</li><li>Experience leading, mentoring, and coaching people and robust teams.</li><li>2+ years of experience working in an agile delivery environment.</li><li>Deep technical and functional knowledge in financial domain.</li><li>Shown approach to decision making, both in day-to-day management and in making strategic trade-offs.</li><li>Expertise with multi-functional collaboration to achieve the best results.</li><li>Experience with resource planning and allocation within and across organizations.</li><li>Passionate about engineering excellence, empowerment of individuals/team, innovation, teamwork and must be eager to learn and guide every day.</li><li>Crafting and maintaining an environment based on Fidelity and Agile leadership principles.</li><li>Supporting the alignment of work with group objectives and key performance indicators (KPIs). In addition, ensuring that Technology Lifecycle Management (TLM) work is factored into the chapter’s roadmap accordingly.</li><li>Ensuring how the work performed by chapter members is aligned with architectural standard methodologies.</li><li>Continuously developing &amp; maintaining outstanding chapter expertise and talent in order to support the squads &amp; groups.</li><li>Identifying and fulfilling training and hiring needs to help the squads and groups deliver their goals.</li><li>Collaborating with other chapter leads to ensure a common vision and proactive communication, both, horizontally and vertically.</li><li>Implementing existing engineering practices and setting new ones as and when needed.</li><li>Readily available for blocking issues and prioritizations.</li></ul><h3><strong>The Team</strong></h3><p>This group is looking for a Chapter Leader at its Smithfield, Rhode Island site to be part of its dynamic, globally distributed team of IT professionals responsible for the development and maintenance of Fidelity's DC plan administration record keeping services platform.</p><p>As a DC plan administration platform Chapter Leader, you blend deep technology and business expertise with a passion for coaching, mentoring, and developing associates. All with a focus on delivering value to our customers. Within an agile structure, we collaborate with other leaders to craft the standards for our chapter, influence our strategic decisions and build solutions that surpass customers’ expectations. Responsible for directly managing a team of chapter members who primarily work within autonomous squads across teams. We are dedicated to helping associates grow and develop their skills and knowledge. Likewise, we are committed to developing your own expertise and knowledge. We want you to bring the latest thinking to your role.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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.</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>

Technology Platform Chapter Leader

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Previous success in building relationships, uncovering needs and recommending solutions</p></li><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</p></li><li><p>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</p></li><li><p>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</p></li><li><p>Being coachable, collaborative, and curious are your "go to" attributes</p></li><li><p>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</p></li><li><p>Motivated by results and finding solutions, you take initiative and exceed customer expectations</p></li><li><p>Extensive knowledge of investment solutions</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li><p>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</p></li><li><p>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</p></li><li><p>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</p></li><li><p>You have a steadfast commitment to your clients while making a positive impact in the community</p></li></ul><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<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.</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 Consultant - Winter Park, FL

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<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.</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 Consultant - Tampa, FL

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales<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.</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>

543 Fidelity Investments Jobs