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<h3>Job Description:</h3>The RoleThe Director of Meetings &amp; Events will design and deliver exceptional event experiences that engage associates, clients, and/or prospects while advancing the firm’s strategic objectives. With a strong understanding of the business, this individual translates priorities into high-impact programs that reflect the firm’s brand, culture, and mission.This role leads the planning and execution of a broad range of events—from multi-day conferences to targeted client engagements—overseeing budgets, timelines, production, and cross-functional teams. The Director partners closely with senior leadership and business stakeholders to ensure each program achieves its intended outcomes and delivers measurable value.A skilled communicator and collaborator, the Director fosters transparency, alignment, and accountability across all project teams. They bring deep expertise in event logistics, including speaker and vendor management, production scheduling, and on-site operations, ensuring every detail is flawlessly executed.The ideal candidate is adept at producing in-person, virtual, and hybrid experiences, leveraging technology to enhance engagement and impact. This is a high-visibility leadership role for a strategic, creative, and disciplined professional who consistently delivers best-in-class events that strengthen relationships and drive business results.The Expertise and Skills You Bring<ul><li>Bachelor’s degree preferred; minimum of 10 years’ progressive experience leading large-scale, high-profile events within a corporate or financial services environment.</li><li>Proven expertise in developing and executing complex, multi-day proprietary, internal, and industry events, with demonstrated success in achieving strategic business objectives.</li><li>Exceptional leadership skills with the ability to direct cross-functional teams, manage multiple concurrent programs, and deliver results under tight deadlines.</li><li>Comprehensive command of all aspects of event management, including production, audiovisual, food and beverage, décor, accommodations, attendee communications, and collateral development.</li><li>Advanced experience negotiating and managing vendor contracts, with deep understanding of meeting and event contractual terms and budget optimization.</li><li>Strong executive presence and communication skills—both written and verbal—with the ability to interact effectively with senior leaders, stakeholders, and external suppliers.</li><li>Strategic thinker with a record of applying creativity, sound judgment, and adaptability to drive innovation and continuous improvement across event programs.</li><li>Proficiency in Microsoft Office Suite (Excel, Outlook, PowerPoint, Word).</li><li>Experience with event registration and mobile app platforms; Cvent proficiency strongly preferred.</li><li>Working knowledge of Zoom Meeting and Zoom Webinar platforms.</li><li>Serve as event project lead, establishing timelines, managing planning milestones, and ensuring alignment among cross-functional teams.</li><li>Partner with senior management, marketing, product, and business leaders to define event strategy, objectives, and key performance indicators.</li><li>Design and deliver impactful event experiences that strengthen client relationships, elevate brand presence, and advance firm priorities.</li><li>Oversee agenda and content development, collaborating with speakers and ensuring alignment with messaging and brand standards.</li><li>Evaluate event outcomes against defined goals, analyze results, and recommend enhancements to optimize future performance.</li><li>Manage mid- to large-scale budgets with fiscal discipline, ensuring effective allocation of resources and measurable return on investment when possible.</li><li>Operate effectively in a dynamic environment, exercising initiative, professionalism, and discretion; flexibility to travel domestically up to 30% and work varied hours as required.</li></ul>The TeamThe dynamic Meetings and Events team collaborate with business partners on the planning, budgeting, and design of all internal and client events. The team manages over 1000 events a year with a focus on creating seamless and memorable experiences that support business and firm-wide objectives.<h3>Certifications:</h3><h3>Category:</h3>Event ManagementMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Director, Meetings & Events

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer 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.

Financial Services Representative - St. Louis - Ladue, MO

<h3>Job Description:</h3>The RoleFidelity’s Asset Management Technology division is seeking a Senior Quantitative Developer to join their Fixed Income Embedded Quant Development Team. This is a senior engineering role within a fast-paced, collaborative environment, where you will work closely with quantitative researchers and investment professionals. As an embedded member of the research team, you will build high quality, robust, efficient, and scalable analytical solutions that directly support portfolio construction, risk management, and alpha generation. This role impacts the organization by improving the quality and time-to-market of Research initiatives through a combination of both analytical and software development skillsets. The assignments will include gathering the ideas, conceptualizing them through a programming language, and creating a packaged solution that can be used by the investment professionals. The Expertise and Skills You Bring<ul><li>Bachelor’s degree in a quantitative field such as Financial Engineering, Physics, Applied Mathematics, Computer Science, or a closely related discipline, with at least six (6) years of experience as a Senior Quant Developer or in a similar role</li><li>Advanced technical degree strongly preferred</li><li>Experience in quantitative analytics, ideally in the fixed income market, including interest rate modeling and interest rate derivatives</li><li>Strong skills in quantitative finance, with an emphasis on applying numerical methodologies to financial problems, including finite-difference methods for PDE solvers, tree models, Monte Carlo simulation, and optimization techniques for curve fitting</li><li>Deep understanding of probability theory, linear regression, and time-series analysis</li><li>Expert-level software engineering skills in C++, with proficiency in Python, shell scripting, SQL, and Linux (preferably in a command-line environment)</li><li>Strong proficiency in object-oriented programming (OOP) principles and hands-on experience implementing design patterns in production code</li><li>Full-stack software development knowledge and critical thinking skills to design optimal solutions for high-performance fixed income analytics</li><li>Experience with cloud technologies, particularly AWS, and container orchestration platforms such as EKS</li><li>Experience implementing CI/CD and DevOps best practices, including Continuous Integration and Continuous Deployment pipelines (using Linux and Jenkins), and code versioning with GitHub</li><li>Familiarity with Secure Software Development Life Cycle (SSDLC) practices and implementation</li><li>Strong presentation and communication skills, with the ability to effectively engage with quantitative researchers and investment professionals</li><li>Progress toward CFA (or equivalent) is a plus</li></ul>The TeamThe Quantitative Development team is part of Asset Management’s Quantitative Research &amp; Investment Technology group. We partner closely with Fixed Income investment teams to deliver high-performance analytical tools that support portfolio management, risk analysis, and alpha research. Our mission is to operationalize reliable, high-quality solutions that enhance investment outcomes and drive innovation.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 Quantitative Developer

<h3>Job Description:</h3>Job TitleIT Audit Director The Role Are you looking for a position to grow your technology skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the financial services and technology industries? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit. As an IT Audit Director, you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm. The Expertise and Skills You Bring <ul><li>BA/BS/MS in Technology, Information Systems, Cybersecurity, or related field of study. </li></ul><ul><li>12+ years of experience in performing and independently leading complex information technology audits, preferably financial services. </li></ul><ul><li>Manage and perform data driven risk-based audit assessments of key systems and applications, drafting audit reports, and liaising with and reporting to senior executives on audit results and corrective actions. </li></ul><ul><li>Team leader who takes initiative and works constructively to achieve team goals. </li></ul><ul><li>Experience working with and understanding the needs of clients. </li></ul><ul><li>Ability to work on multiple tasks and prioritize as a team leader. </li></ul><ul><li>Expert knowledge of cloud security, containerization, API, DevOps, secure software development, application security, databases, and operating systems. </li></ul><ul><li>Professional Audit or Information Security certifications preferred (CIA, CPA, CISA, CISSP, SANS GIAC, etc.). </li></ul><ul><li>Cloud computing (AWS) related advanced-level certifications preferred (AWS Solutions Architect/ AWS Security Specialty). </li></ul><ul><li>Knowledge of financial services and/or relevant technologies supporting financial services operations (e.g. brokerage, regulatory transfer agency, financial statements etc.) preferred. </li></ul><ul><li>Expert knowledge of authentication, authorization, and credential management. </li></ul><ul><li>Understanding of artificial intelligence, machine learning, LLM, data science and Robotic Process Automation (RPA) tools. </li></ul><ul><li>Preferred hands-on skills with various Programming/Scripting Languages (Python, PowerShell, Java, etc.), audit testing tools, and automation. </li></ul><ul><li>Deep technical problem solving and data analytical skills. </li></ul>The Team As an IT Audit Director, you will be responsible for leading complex technology and/or integrated audits independently, evaluating risks (technology, financial, reputational, and regulatory), developing hypotheses around related controls, providing input to the development of the integrated audit plan, presenting issues and findings to management, devising solutions for business improvements, and following-up on corrective actions, and leading a hard-working project team. You will need to work effectively to: <ul><li>Lead the planning and execution of multiple concurrent IT audits, including reviews of cyber security, existing production applications, systems currently being developed, technology infrastructure and specialized or emerging technologies. </li></ul><ul><li>Work with middle to senior management within a business or function to facilitate the identification and resolution of complex risks (both business and technological) and to provide advice to management regarding mitigation of these risks. </li></ul><ul><li>Lead the assessment the controls over application processes, physical and logical security; systems acquisition and development; system and network infrastructure; system architecture; computer operations; and production support. </li></ul><ul><li>Engage with the squad to offer feedback on work-in-progress, clarify requirements and answer questions, while motivating and influencing squad, and being a voice for its members </li></ul><ul><li>Develop data analysis and apply innovative automated tools to provide management with proper context of potential exposure and loss of business due to control weaknesses. </li></ul><ul><li>Develop an ongoing 'trusted advisor' relationship with audit clients and Internal Audit business unit colleagues to ensure timely and consistent advice. </li></ul><ul><li>Travel (10% annually) to perform audits, and to attend training or corporate events. </li></ul>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money. Join Us At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> 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 all business days of every other week in a Fidelity office. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>. <h3>Certifications:</h3><h3>Category:</h3>AuditMost 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.

IT Audit Director

<h3>Job Description:</h3><h3>Manager, Account Lifecycle </h3>Note: Fidelity is not providing immigration sponsorship for this positionThe Role The primary mission of the Investment Operations team is helping people, help people. We are looking for dynamic and customer-focused Leader to lead our Advisor Firm Implementation and Pooled Income Fund. The manager is accountable for firm-level support activities, including onboarding new firm relationships, leading ongoing firm-level account changes, entity changes, and coordinating with internal partners to ensure seamless integration across systems and processes. Additionally, they lead the program aspects of the Pooled Income Fund program, coordinating the full lifecycle (account maintenance, client statements, asset distributions, and vendor management for PGCalc). This leader ensures operational excellence, program continuity, risk mitigation, and a consistently high-quality client experience across all components of the service.The ideal candidate is a strategic problem solver and people leader who thrives in complex environments. They complete work precisely and foster positive relationships across technology, operations, compliance, client experience, and product teams.<ul><li>Lead onboarding for new firms, ensuring seamless integration into operational models, data flows, and service expectations</li><li>Handle firm account changes, including mergers, acquisitions, restructures, and affiliation updates</li><li>Establish routines to strengthen firm-level relationships and ensure a consistent, engaged partnership experience</li><li>Drive entity change projects and processes with cross-business units partners</li><li>Lead the end-to-end PIF program management related to client account maintenance, client statements, distributions, and vendor interactions</li><li>Lead all aspects of operational workflows, service quality, and risk controls across the full client lifecycle</li><li>Establish and maintain service-level frameworks, including important metrics, SLAs, escalation paths, and governance routines</li><li>Drive continuous improvement initiatives to enhance efficiency, reduce complexity, and strengthen operational stability</li><li>Partner with RPA and technology teams to define business requirements, prioritize enhancements, and support delivery of system updates</li><li>Serve as the business owner for PGCalc processes and associated vendor relationships</li><li>Ensure data completeness, integrity, and compliance with regulatory and contractual requirements</li><li>Lead vendor performance, contracts, and regular reviews; partner on roadmap items and issue resolution</li><li>Partner with internal teams—including Technology, Compliance, Product, Risk, Service, and Client Experience—to coordinate delivery, handle customer concerns, and resolve complex issues</li><li>Represent PIF and Firm Support in strategic forums, governance meetings, and firmwide initiatives</li><li>Influence senior leadership with data-driven insights and thoughtful recommendations</li><li>Lead, coach, and develop a team of analysts to deliver high-quality support</li><li>Build an environment centered on accountability, collaboration, and continuous improvement</li><li>Ensure team members have clear development plans and are cross-trained to strengthen resiliency and capacity</li></ul><h3>The Expertise and Skills You Bring:</h3><ul><li>You approach every situation with a customer first perspective</li><li>Bachelor’s degree in Business, Management, or a related field is preferred)</li><li>5–7+ years of experience in program management, operations, client services, or related financial services</li><li>Demonstrated leadership experience managing people and driving cross-functional initiatives</li><li>Strong understanding of client account maintenance processes, statements, or client reporting workflows</li><li>Experience managing vendors and operational dependencies</li><li>Ability to interpret data, identify trends, and drive disciplined execution through metrics and controls</li><li>Excellent communication, key partner management, and problem-solving skills</li><li>Background managing firm-level onboarding or relationship support</li><li>Comfort working with complex systems and transformation initiatives</li><li>Advanced project management skills, with experience in XTRAC, Salesforce, Archer, Jira, and other customer account tools</li></ul><h3>The Team</h3>Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.<h3>Certifications:</h3><h3>Category:</h3>OperationsMost 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.

Manager, Account Lifecycle

<h3>Job Description:</h3>With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategiesThe Expertise We’re Looking For<ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and state registrations required within 3 months of hire</li><li>Experience with High Net Worth clients</li><li>A CFP is preferred if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it</li></ul>The Purpose of Your RoleWe 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. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.The Skills You Bring<ul><li>You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele</li><li>Remarkable knowledge of investment products</li><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>Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs</li></ul>The Value You Deliver<ul><li>No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning</li><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>Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments</li></ul><h3>Our Investments in You</h3>We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs(opens in a new tab)</a> are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</li><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://youtu.be/g4cxE1KfmJ4" target="_blank">Benefits at Fidelity Investments(opens in a new tab)</a></li><li>Click here for a story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt(opens in a new tab)</a></li></ul><h3>How Your Work Impacts the Organization</h3>Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity’s open architecture, you’re able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Consultant - Greenwich, CT

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRAThe base salary range for this position is $45,000 - $70,000 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>Securities Industry Essentials (SIE) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Services Representative - Edina, MN

<h3>Job Description:</h3>We are currently sourcing for a Software Engineer for CAT Regulatory Reporting Team to work in Jersey City, New Jersey.The RoleSoftware Engineer will be working in development and delivery of high quality, timely and maintainable software solutions in an agile environment which meet functional and non-functional business requirements. This role will involve partner &amp; stakeholder engagement, design and release support.<ul><li>Designing and implementing technology solutions for the Fidelity Capital Markets Regulatory Reporting business</li><li>Working closely with our business partners to contribute to business-critical initiatives</li><li>Demonstrate software engineering excellence through continuous integration, continuous deployment,</li><li>Keeps current with IT blueprint, frameworks and technologies that would benefit us and improve our productivity; guides junior team members on technology</li><li>Collaborate with multiple stakeholders/large cross functional teams as part of work delivery</li><li>Follows practices and contribute towards innovative solutions to increase productivity</li><li>This is a hands-on role where you will write code for product features</li></ul>The Expertise and Skills You Bring <ul><li>Bachelor's degree in computer science or related field required</li><li>At least 10 years of software engineering experience</li><li>Strong background in designing and developing large Reporting Platforms.</li><li>Extensive experience with KDB+</li><li>Proficient in Linux , python and Java</li><li>Familiar with Control M</li><li>Highly proficient in managing High volume of data set.</li><li>Proficient in SQL and a working knowledge of relational and time series databases</li><li>Experience with designing APIs, distributed systems, asynchronous workers and resilient messaging services</li><li>An understanding of microservice architecture and on Prem and cloud-based deployments</li><li>Ability to build reliable software that can withstand unreliable environments</li><li>Can provide leadership and mentorship across small, agile teams in a very collaborative environment where your ideas are welcome</li><li>Solid analytical, communication, and organizational skills</li><li>An interest in and experience with cryptocurrencies and a passion for keeping up to date in the space.</li><li>Have the drive and ability to deliver software with a high degree of automation</li><li>Proficient with version control systems and can handle development for multiple releases in parallel</li><li>Have the spirit and willingness to contribute to org level innovation</li><li>Have a learning mindset and is able to demonstrate versatility in addition to your specialization</li><li>Should have the ability to work effectively with both partners and project team members</li><li>Have Knowledge of Agile methodologies or iterative development processes</li><li>Have Knowledge of Acceptance test-driven development a plus.</li><li>Have Ability to take ownership</li><li>Coach team members and take accountability for the deliverables</li><li>Excellent collaboration and Interpersonal skills</li><li>Great attitude, being a mentor, team player and effective contributor</li><li>You have Focus on productivity</li><li>Experience in Capital markets or Crypto Currency specifically with exposure to Trading, Algo Trading.</li></ul>The TeamAs a Software Engineer you will be an integral part of the Regulatory Reporting team. You’ll get the opportunity to develop your skills, collaborate across Fidelity teams and continue to learn in a fun, collaborative, iterative, and rapidly changing environment.This is a hands-on role where you will write code for product features. It is a great opportunity to build secure, scalable, resilient on Prem and cloud-based services utilizing modern software development practices. You will get the opportunity to develop your skills, collaborate across Fidelity teams and continue to learn in a fun, collaborative, iterative, and rapidly changing environment.The Fidelity Regulatory Reporting Team is responsible for platform services and APIs that report CAT 605 and 606 reporting to FINRA. Platform contains highly advanced KDB software that ingests high volumes of equity and options trading data and generates relevant reports and sends it to FINRA daily.The base salary range for this position is $107,000-216,000 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

Principal Software Engineer (Python, KDB, Shell Scripting, Java)

<h3>Job Description:</h3>Note: Fidelity is not providing immigration sponsorship for this positionDIRECTOR, GROWTH STRATEGYFidelity’s Emerging Business unit leverages Fidelity’s deep expertise in workplace benefits to design innovative solutions for some of America’s most pressing personal finance issues. Student debt is one of the most significant financial challenges facing millions of Americans today. Our Student Debt team has designed a suite of innovative benefits for employers that help their employees to better understand, avoid, and pay down student debt. Today, many of Fidelity’s workplace clients use student debt benefit to support employee retention and financial wellness.We are looking for a dynamic, motivated Director, Growth Strategy to join the Student Debt Product Area. This role will work alongside product area leadership to define near and long term strategic objectives and roadmap aligned with market opportunity, impact potential and business objectives. You’ll take a leading role in understanding and mapping market dynamics, identifying and vetting growth opportunities, and driving implementation. You’ll define and lead targeted client engagement strategies to build satisfaction and support benefit expansion and retention. You’ll also develop clear and compelling narratives around Student Debt strategy, performance and impact, and align cross-functional stakeholders around a shared vision. If you thrive in a fast-paced, start-up environment, like to think broadly, yet still go deep and contribute to market leading innovations, then this opportunity is for you!The Expertise You Have· 10+ years of experience in consulting, growth strategy, or product strategy· Experience working in a matrixed, cross-enterprise / business unit environment· Experience growing a new product, brand or business in B2B environments· Financial services and/or management consulting experience preferred· MBA or equivalent strategic training is a plusThe Skills You Bring· Data-driven, analytically thoughtful, detail-oriented, research-focused, and intellectually curious· Proven ability to frame opportunities and challenges to drive decisions and make business cases for change· Excellent project leadership and organization skills; proven ability to drive projects forward and demonstrate results· Excellent communication and storytelling skills; proven ability to distill complex topics into digestible, powerful narratives. Experience creating and delivering executive communications· Deep experience navigating cross-functional teams and leaders, and aligning and influencing stakeholders around a common vision· Comfort with ambiguity, complexity, innovation and change· Desire to join an accountable, multifaceted, and collaborative team of growth strategists, marketers, salespeople, and product leaders. You’ll put your stamp on our business while also learning from your skilled teammates.The Value You Deliver· Support development of near and long term product area strategy, objectives and roadmap· Conduct benchmarking and landscape analysis to inform strategic direction (competitive, regulatory, market)· Identify and evaluate new growth opportunities for Student Debt aligned with long term vision· Identify and assess strategic partnership opportunities· Build business cases to support investment decisions· Develop and execute targeted strategies that engage existing customers around benefit value· Develop clear, compelling data driven narratives around product area priorities, progress and impact· Lead key governance routines and executive communications; evangelize mission and work to promote awareness, buy in and collaborationThe base salary range for this position is $110,000-222,000 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>Business Strategy

Director, Growth Strategy

<h3>Job Description:</h3>The Role Fidelity’s Risk and Control (FRC) team is seeking a seasoned fraud risk professional to support the development and execution of fraud risk policies and standards across the enterprise. As a Senior Manager, you will play a key role in shaping and maintaining a program that aligns with industry best practices, regulatory expectations, and Fidelity’s business objectives. This role is highly collaborative, working across multiple business units including Fraud Detection, Recovery, Investigations, Legal, Compliance, Cybersecurity, and other risk and control functions. As the Senior Manager of Fraud Policies and Standards, you will be responsible for: <ul><li>Contribute to the design and implementation of the enterprise Fraud Prevention Program. </li></ul><ul><li>Support the development and refinement of fraud-related policies, standards, and business requirements. </li></ul><ul><li>Partner with business units to ensure alignment with fraud risk controls and regulatory obligations. </li></ul><ul><li>Assist in communicating program goals and updates to stakeholders across the firm. </li></ul><ul><li>Collaborate with cross-functional teams to identify opportunities for program improvement and risk mitigation. </li></ul><ul><li>Help maintain a framework that promotes transparency, structured decision-making, and proactive fraud risk management. </li></ul>The Expertise You Bring <ul><li>Strong communication and collaboration skills, with the ability to influence and build relationships across teams. </li></ul><ul><li>Solid understanding of fraud risk management principles and their application in a financial services environment. </li></ul><ul><li>Ability to analyze and manage information to support risk-based decision-making. </li></ul><ul><li>Proven interpersonal skills to work effectively with diverse stakeholders. </li></ul><ul><li>Demonstrated ability to lead initiatives and contribute to strategic discussions within the fraud risk domain. </li></ul>The Skills You Bring <ul><li>Bachelor’s degree or equivalent experience. </li></ul><ul><li>Experience in fraud risk management or related fields. </li></ul><ul><li>Experience supporting governance, policy development, or risk assessment programs. </li></ul><ul><li>Familiarity with cyber fraud, technology risk, and privacy considerations. </li></ul><ul><li>Strong analytical and problem-solving capabilities. </li></ul><ul><li>Ability to manage multiple priorities in a dynamic environment. </li></ul><ul><li>Aptitude for identifying fraud trends and recommending preventive measures. </li></ul><ul><li>Experience contributing to the development of tools and processes for proactive risk identification. </li></ul><ul><li>Excellent stakeholder management and project coordination skills. </li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment OperationsMost 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.

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