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<h3>Job Description:</h3><p>Fidelity Labs is looking for an Applied GenAI Practitioner to help us build Large Language Models (LLMs) powered applications for financial services. You will join a new startup team to apply cutting edge Agentic AI technologies to build exciting new products, from ideation to deployment.</p><p><strong>The Experience and Skills You Bring</strong></p><ul><li><p>Master's degree in computer science, Engineering, or similar technical field</p></li><li><p>5+ years relevant experience, ideally in financial industry</p></li><li><p>· Expert knowledge of Deep Learning frameworks such PyTorch, Jax, TensorFlow</p></li><li><p>Hands-on experience in LLM post training, alignment, fine tuning, and/or deployment a big plus</p></li><li><p>Solid skills of algorithms, data structure, system architecture, and software engineering</p></li><li><p>Highly proficient in Python. Familiarity with C++ and CUDA a plus</p></li><li><p>Experience with model serving frameworks highly desirable</p></li><li><p>Experience with large scale distributed ML systems</p></li><li><p>Performance analysis and optimization experience</p></li><li><p>In-depth understanding of LLMOps</p></li></ul><p><strong>What We Hope You Have</strong></p><ul><li><p>Knowledge and passion about stocks, market, trading, and investment</p></li><li><p>A pragmatic approach to problem solving</p></li><li><p>Mindset of a builder</p></li></ul><p><strong>The Team</strong></p><p>We are Fidelity Labs, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to craft the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve. Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at <a href="https://labs.fidelity.com/" target="_blank">https://labs.fidelity.com/</a>.</p>The base salary range for this position is $126,000-$212,000 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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights

Fidelity Investments

Director, Data Science – GenAI

<h3>Job Description:</h3><p><strong>Senior UX Designer</strong> </p><p><strong>The Role</strong> </p><p>Fidelity Investments is looking for a Senior User Experience Designer with experience working in web and mobile channels, who is passionate about their craft and excited to explore the opportunities that conversational AI technology presents for making investing approachable for all audiences. </p><p>We are redefining the financial services industry by changing the way we work and putting the customer first. It’s a fast-paced environment where decisions are customer centered, data-focused, collaborative, and iterative. The organization deeply values modern design thinking and problem-solving. </p><p>. </p><p><strong>The Expertise and Skills You Bring</strong> </p><ul><li>Experience </li></ul><ul><li>4-6+ years of UX or related experience is preferred </li></ul><ul><li>A degree in a related field such as interactive design, architecture, industrial design, graphic design, information systems design, or human factors is preferred </li></ul><ul><li>Experience working on agile teams delivering value in digital products preferred </li></ul><ul><li>Experience working in multi-product environments is preferred </li></ul><ul><li>Experience running and/or using research to support evidence-focused design decisions preferred </li></ul><ul><li>A digital portfolio we can review online is required </li></ul><ul><li>Skills </li></ul><ul><li>An array of design skills, which might include visual, conversational, information architecture, prototyping, front end development, strategic design methods (such as design thinking), user research, or writing </li></ul><ul><li>Ability to design across all channels including web, native and conversational </li></ul><ul><li>Effective communication as a writer, presenter, storyteller and facilitator; equally at ease speaking with developer partners or executives </li></ul><ul><li>A foundation of development knowledge, both web and mobile, bonus for experience with vibe-coding, or NLU/NLP. </li></ul><ul><li>Familiarity with the value of design systems, understanding reuse and scale, and knowing when to contribute to make them better </li></ul><ul><li>Partnering with user research to understand the customer problems to tackle </li></ul><ul><li>Ability to work closely with data scientists and cognitive engineers on AI problems and capabilities </li></ul><ul><li>Distilling qualitative and quantitative feedback to unearth recurring themes and promote data-driven design decisions </li></ul><ul><li>An unwavering curiosity to ask why </li></ul><ul><li>Design brings you happiness </li></ul><ul><li>Senior UX Designers typically: </li></ul><ul><li>Lead the design strategy and execution on their product team, with some guidance and coaching </li></ul><ul><li>Help define the design work and deliver business outcomes on the product team </li></ul><ul><li>Consult with the product owner to help inform product strategy </li></ul><ul><li>Contribute to the culture of the UXD group </li></ul><p><em><strong>Note: Fidelity will not provide immigration sponsorship for this position</strong></em></p><p><strong>The Team</strong> </p><p>This role also supports Fidelity’s User Experience Design team, a group that delivers simple and accessible digital experiences to its customers. <br>#UXDesign </p><p>#UXHiring </p><p><strong>COVID Work Policy </strong><em>(exclude if role is 100% remote) </em> </p><p>Safety is our top priority. Once we can be together in person with fewer safety measures, this role will follow our dynamic working approach. You’ll be spending some of your time onsite depending on the nature and needs of your role. </p><p><strong>Dynamic Working – Post Pandemic </strong><em>(exclude if role is 100% remote) </em> </p><p>Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. </p><p>Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you. </p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior UX Designer, AI Product Design

<h3>Job Description:</h3><p>As a Senior Data Engineer, you will utilize your strong Cloud with scripting experience to develop solutions in support of FFIO's development squads. This position involves working on an exceptionally talented team whose job is to build platforms and solutions in support of Fidelity’s cloud journey.</p><p>The ideal candidate for this position will have a strong background in Snowflake, cloud technologies, and the ability to work in a fast-paced agile environment. They will be able to navigate and mange technical complexities while developing secure and scalable solutions for our customers.</p><p><strong>The Team</strong></p><p>FFIO Snowflake Platform Engineering (PE) team is responsible to support, maintain and govern the platform. This will accelerate build-out of subject areas within Snowflake cloud platform, while ensuring appropriate</p><p>adherence to Enterprise and Architectural standards. You will be a key member of the Platform Engineering team who is responsible for building tools and processes to advance the organization’s ability to use the public cloud for solving business problems.</p><p><strong>The Expertise You Have</strong></p><ul><li><p>Strong working experience in Snowflake using stored procedures, streams, snow pipes, tasks, stages, storage integration, ingestion frameworks and tools etc.</p></li><li><p>Strong hands-on experience with requirements gathering analysis, coding, testing, implementation, maintenance, and review.</p></li><li><p>Extensive development experience using Python and other scripting languages (Perl, shell etc.)</p></li><li><p>Strong experience in AWS services, IAM, Build Automation &amp; Management, CloudFormation, CI/CD tools and implementing pipelines.</p></li><li><p>Proficient in using Amazon Web Services (AWS), extensive experience focusing on services like EC2, EKS, IAM, Lambda, Auto Scaling, KMS, Cloud Watch, CloudFormation, S3 and RDS.</p></li><li><p>Good hands-on experience on scheduling tools such as Airflow, Control M, Autosys scheduling tools.</p></li><li><p>Good hands-on experience with PL/SQL Oracle programming. (writing sql queries, stored procedure, functions, triggers etc.)</p></li><li><p>Strong experience with application Support &amp; resolving production issues.</p></li><li><p>Great customer support skills and adaptable to changing business needs.</p></li><li><p>Possessing exceptional technical and analytical skills with strong business knowledge.</p></li><li><p>Good project management, experience in Agile methodologies (Kanban and SCRUM), communication, and interpersonal skills.</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Intellectually curious and love learning new skills and capabilities, e.g., new Cloud services</p></li><li><p>Enjoy giving to the success of your team while solving difficult technical problems</p></li><li><p>Enjoy finding opportunities to innovate and take thoughtful risks to get things done faster</p></li><li><p>Truly client-obsessed and dedicated to understanding and learning about customer needs and requirements; both external and internal</p></li><li><p>Confident working in an agile environment</p></li><li><p>Providing support to the FFIO development community for the products and platforms built by Platform Engineering</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Senior Data Engineer (Snowflake)

<h3>Job Description:</h3><p><strong>The Role</strong></p><p><strong>Are you ready to make an impact?</strong> If you are excited about partnering with senior leaders to improve critical processes, identify automation opportunities and strengthen the controls environment, we would love to talk with you! This is your chance to join a world class financial controls function with a leader in the financial services industry.</p><p>The GFC Senior Associate role delivers significant value by assessing key risks and controls supporting Fidelity’s financial controls environment through integrated audits. This is a high visibility role with frequent interactions with senior leaders including Business Unit Controllers (SVP/VPs), Function Heads, process/control owners, and other risk groups. The role provides fantastic opportunities to learn about Fidelity’s various business units and will report to a Director or Senior Manager within GFC.</p><p>The <strong>Expertise</strong> and <strong>Skills</strong> You Bring</p><p>Play a pivotal role in GFC’s assurance and advisory integrated reviews through your keen understanding of financially significant processes and controls consideration. Lead engaging walkthroughs, thoroughly evaluate the control environment and partner with management on remediation efforts. Effectively manage relationships and partnerships with internal stakeholders.</p><ul><li>Bachelor’s Degree or above in relevant fields (e.g., Accounting, Finance, Information Technology)</li><li>Three plus years of relevant progressive experience with supporting integrated financial audits</li><li>Professional certification CPA and/or CISA desired. Other relevant certifications CISSP and CIA</li><li>Blend of Public Accounting (SOX / IT SOX) and Internal Audit experience highly desirable</li><li>Direct experience with general accounting concepts including financial statement risks, and controls</li><li>Exposure to IT Application Controls, report testing and/or IT General Controls</li><li>Familiarity with system implementations, alternative Investments and/or digital assets</li><li>Strong verbal and written communication skills to present information to team members and clients</li><li>Ability to manage competing priorities and workload timely and with the appropriate level of quality</li><li>Learning agility to quickly understand and connect key concepts</li><li>Exposure partnering with IT Audit teams in performing integrated audits as a financial controls SME</li></ul><p>The <strong>Team</strong></p><p>The Global Financial Controls Center of Excellence (GFC-CoE) is an enterprise-wide function that supports the Finance strategic objective of ensuring a strong financial controls environment. The function provides reasonable assurance over the key processes that impact Fidelity’s financial statements. Specifically, the GFC-CoE evaluates financial controls through integrated reviews of key business units including Workplace Investing, Institutional, Wealth &amp; Retail Brokerage, Fund and Brokerage Operations &amp; Technology, Asset Management, Corporate Services, Fidelity Insurance Group, International sites, and advisory reviews over strategic initiatives.</p>The base salary range for this position is $67,000-$105,000 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>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><h3>Certifications:</h3><h3>Category:</h3>Audit

Senior Associate, Global Financial Controls - CoE

<h3>Job Description:</h3><p><strong>Chapter Leader, Fidelity Health Digital Technology</strong></p><p><strong>The Role</strong></p><p>The Chapter Leader, Fidelity Health Digital Technology is responsible for leading across all Fidelity Health’s products as a trusted advisor, providing direction and guidance on all aspects of the Digital technology delivery. Working with business stakeholders, executive leadership and agile development teams, you will lead a team of chapters leaders in the delivery of technology projects, engineering best practices and defining a digital strategy to meet the business vision. This is a blended role, requiring a combination of leadership, mentoring skills alongside deep technical expertise.</p><p><strong>The Expertise and Skills You Bring </strong></p><ul><li><p>Bachelor’s or master’s degree in a technology-related field (e.g. Engineering, Computer Software, etc.)</p></li><li><p>10+ years of software development experience with increasing leadership responsibilities</p></li><li><p>Ability to define a digital technology vision, strategy and solutions to align with business priorities.</p></li><li><p>Strong business insight and ability to recommend technical solutions to achieve desired business outcome</p></li><li><p>General knowledge of the Healthcare industry is a plus</p></li><li><p>Exceptional communication skills with the ability to convey technical ideas clearly to both technical and non-technical audiences.</p></li><li><p>Strong interpersonal skills with a collaborative mindset to work seamlessly across organizational boundaries.</p></li><li><p>You exhibit strong cross-functional leadership and collaboration skills to navigate a matrixed environment with a range of priorities and perspectives</p></li><li><p>You are comfortable leading, advising, and empowering team leaders and members</p></li><li><p>You lead leaders in all aspects of performance management, goal setting, coaching, development, and engagement</p></li><li><p>You are skilled at running a highly diverse, non-co-located agile organization</p></li><li><p>Your knowledge of web/mobile architecture, trends, and emerging technologies supports your desire to experiment and work with the latest technologies</p></li><li><p>You understand the end-to-end development lifecycle and have proven results implementing DevOps, Automated Testing and Continuous Delivery practices across Web and Mobile frameworks and languages such as Swift, Kotlin, Angular, and Java</p></li></ul><p><strong>The Team</strong></p><p>Our team builds outstanding digital experiences for Fidelity Health customers. We focus on crafting rich and compelling experiences using the best application design guidelines by way of robust tooling to provide healthcare benefits and management. We work in a collaborative, fast-paced environment and are committed to advancing a digital strategy to the delight of our customers.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p><p><strong>Company Overview</strong></p><p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Chapter Leader, Fidelity Health Digital Technology

<h3>Job Description:</h3><p>As a Vice President, Managing Director in Large Market you will be responsible for building, maintaining, and growing strong and committed client relationships with key decision makers, influencers, and C- suite committee members. The Book-of-Business will be comprised of clients with an array of complexities, challenges, and opportunities. </p><p>The role is a consultative role, requiring a clear understanding of the business needs and relevant challenges of each client. Client loyalty is developed by seeking feedback, anticipating needs and proactively providing solutions.</p><p>This role leads and collaborates with an internal team of service-based associates and partners across the organization to resolve client problems and offer solutions for client needs. Together with your internal teams and partnering with the Plan Sponsors, you will help our institutional clients lead a successful benefits program to improve their employees’ overall wellbeing.</p><h3><strong>Licensing and Experience</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>We prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry.</li><li>Experience with Health and Welfare, Defined Benefits and Stock Plan Services is also helpful, but not mandatory.</li></ul><h3><strong>Key Responsibilities </strong></h3><p><strong>Relationships</strong></p><ul><li>Engages key decision makers and advisors/consultants frequently to develop a deeper understanding of client needs and opportunities.</li><li>Monitors trends impacting client satisfaction within own book of business. Summarizes and communicates to others as needed; develops a response plan to maintain or improve client satisfaction.</li><li>Maintains proactive awareness of changes in the client's business, their competition, industry, and marketplace, through proactive solicitation and/or research, in order to influence and impact client satisfaction within a book of business.</li><li>Responsible for external business planning and service reviews to be sure we understand client's goals and objectives. Appropriately position products and services that will help the client achieve their overall benefits goals.</li><li>Works with consultants on inbound inquiries, plan sponsor presentations, plan design, product, technology, customer concerns, fund changes, revenue requirements, pricing negotiations, Fidelity thought leadership, plan analytics, etc.</li><li>Frequently works with consultants as appropriate to prepare for client meetings and follows up on Fidelity commitments post client meetings.</li><li>In partnership with Consultant Relations, builds productive long-term relationships with consultants and/or advisors.</li><li>Develops and maintains collaborative relationships across a broad spectrum of business partners to drive operational accuracy, efficiency and problem resolution. Leads internal team in problem resolution.</li></ul><h3><strong>Strategic Book Management</strong></h3><ul><li>Develops a comprehensive, customer-centric relationship management strategy and business plan for each client in your book of business.</li><li>Manages a diverse multi-product mix including: Defined Contribution, Health Savings Accounts, Health and Welfare, Defined Benefits, Stock Plan Services, Student Debt and Workplace Giving.</li><li>Differentiates Fidelity's benefits approach against competitive benefit solutions.</li><li>Proactively evaluates client pricing and fees for appropriateness using all available pricing levers and client dynamics.</li><li>Is responsible for collaborating with your extended service teams to provide information on fiduciary duties, participant communication and education strategies as required to support book of business.</li><li>Advocates for the client within the boundaries of sound financial judgment and long term Fidelity interests.</li><li>Makes decisions based on long-term view of trends, issues and business implications and cross-Fidelity impacts.</li><li>Provides analysis and advice to resolve the needs of internal/external customers.</li><li>Handles difficult client interactions and solves multi-dimensional book of business/client challenges. Solves issues and leads escalations appropriately.</li><li>Excellent presentation, influence and negotiation skills, as well as strong organizational, time management and executive presence capabilities will be needed to excel in this position.</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship Management<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Vice President, Managing Director-401K Relationship Manager

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Representative - Indianapolis, IN

<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 66 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Consultant - Greensboro, NC

<h3>Job Description:</h3><p>The Vice President, Retirement Director will be responsible for meeting/exceeding sales goals, developing new and maintaining existing client relationships with Investment Professionals in a defined territory.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>8+ years of relevant sales experience, preferably within the Retirement market and working with Investment Professionals/Employers.</li><li>Series 7 and 63 licenses required.</li></ul><p>The <strong>Purpose</strong> of Our Role</p><p>Fidelity’s Retirement Director (field-based retirement plan specialist), will need to work collaboratively with an internal partner to develop, target and build a business plan for a specific territory. Prospective clients are developed through multiple strategies including internal distribution partners and through investment professionals at financial institutions nationwide, including wirehouses, regional and independent broker/dealers, banks, trust companies and insurance companies, registered investment advisors and consultants.</p><p>The <strong>Skills</strong> We Bring</p><ul><li>The position may require overnight travel.</li><li>Strongly prefer field sales and territory management experience.</li><li>We will bring expertise and in depth knowledge of Fidelity and our comprehensive benefit offering.</li><li>You have excellent time management and interpersonal skills.</li><li>Excellent stand-up presentation, communication and listening skills.</li></ul><p>The <strong>Value</strong> We Deliver</p><ul><li>Consistent travel throughout territory to generate new sales and proposal activity.</li><li>Increase number of Investment Professionals doing business with Fidelity Investments.</li><li>Maintain and document sales activity to ensure production levels.</li><li>Maintain and improve existing relationships through increased interaction, introduction of sales ideas and marketing support.</li><li>Sponsor and participate in client seminars and events to increase an Investment Professional's business.</li><li>Work with internal partners to provide clients with outstanding service, marketing support, and issue resolution.</li><li>Offer Investment Professionals our retirement plan expertise to help build their business through prospecting and lead generation ideas, industry trends, and insightful competitive data.</li></ul><p>How Our Work <strong>Impacts</strong> the Organization</p><p>We are responsible for improving client relationships by assessing their business needs and offering creative solutions through Fidelity’s 401(k) solutions, education and services.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

VP, Retirement Director- 401K Sales

<h3>Job Description:</h3><h3><strong>Risk Manager – PMO &amp; Corporate Services Risk Implementation </strong></h3><p>Are you passionate about identifying potential risks before they become challenges while supporting business partners build strategies that keep our organization protected? Fidelity Investments is looking for a dynamic Risk Manager to join our team! In this role, you will have the outstanding opportunity to work cross functionally to protect the interests of our risk teams, firm and our customers, as well as drive the implementation of risk framework across business partners.</p><h3><strong>The Businesses We Support</strong></h3><p>Our Corporate Services Risk team provides Business Unit Risk support to a variety of Fidelity’s Corporate Functions, including Corporate Accounting, Treasury, Fidelity Real Estate Company, Corporate Affairs, Procurement, as well as building out risk support model across other Corporate Services functions.</p><p>In addition to supporting business functions, the team supports senior leadership in helping drive strategic initiatives, enabling effective execution to help position organization to deliver sustainable value to our business partners and achieve long term objectives.</p><h3><strong>Your Role</strong></h3><p>You will collaborate with the Director of Implementation, PMO &amp; Talent to support cross functional activities within FFIO, Corporate Services, Global Locations, and Enterprise Resiliency Risk Teams, such as reporting, meetings and events, financial budgeting, talent and development programs, as well as implementing the Corporate Services Risk framework with new business partners.</p><h3><strong>The Expertise You Have </strong></h3><ul><li>Bachelors’ Degree required</li><li>3+ years’ industry experience including Project Management, Audit or other Risk Management activities</li><li>Excellent verbal and written communication skills</li><li>Proven leadership or project management experience</li><li>Ambitious and determined approach to thrive and succeed in a fast-paced setting</li></ul><h3><strong>The Skills You Bring </strong></h3><ul><li>Understands, supports and can articulate the vision, mission and strategy of Risk</li><li>Thinks strategically and approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change</li><li>Experienced with data analytics tools (e.g., Excel, PowerPoint, Tableau, Power BI); ability to apply data analytics to assess and monitor potential risks, providing actionable insights to the leadership team</li><li>Supports leadership in building out comprehensive reporting including but not limited to developing operational tracking to demonstrate progress on strategic execution, operational metrics, etc.</li><li>Ability to prioritize and manage multiple tasks, and shift focus quickly based on risk/business need</li><li>Communicates clearly, concisely and impactfully in order to influence others</li><li>Builds strong and inclusive working relationships, in person and virtually, with business partners and colleagues</li><li>Adaptable to new information, changing business priorities, input from others, and lessons learned</li></ul><h3><strong>The Value You Deliver </strong></h3><ul><li>Helping to advance our data analytics strategies and use of digital technologies to support reporting, risk assessments and other activities; able to deliver clear and actionable reporting to support leadership decision making and improve operational efficiency</li><li>Collaborating cross functionally to optimize the Risk Management support provided to the business and advance the effectiveness of our program</li><li>Supporting senior leadership implement strategic direction into actionable initiatives, while proactively contributing ideas to advance team growth success and value add</li></ul><h3>Company Overview</h3><p>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our <strong>diverse and inclusive</strong> workplace where we <strong>respect</strong> and <strong>value</strong> our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com</p><p>Fidelity Investments is an equal opportunity employer.</p><h3>Certifications:</h3><h3>Category:</h3>Risk<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

567 Fidelity Investments Jobs