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<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>As a Procurement Senior Specialist, you will fully perform the responsibilities of a Procurement Operations Associate while leading with expertise and delivering high-quality execution. In addition to core operational duties, you will support strategic projects, analytics, associate development, and other initiatives as needed. You’ll play an integral role in managing workflows, resolving moderate to complex issues, and driving improvements in execution, change control, and operational quality assurance. You’ll also lead end-to-end deal processes, including evaluation, negotiation, and supplier selection, while collaborating with business partners to achieve optimal outcomes.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>3+ years of procurement experience, with a strong understanding of operational and strategic procurement practices</li><li>Proven ability to mentor, coach, and develop associates</li><li>Demonstrated project management skills and ability to balance daily responsibilities with broader initiatives</li><li>Strong critical thinking and problem-solving abilities</li><li>Technically inclined with proficiency in tools such as Excel, Word, Ariba, ServiceNow, and Fieldglass</li><li>Effective communication skills with a focus on delivering excellent customer service</li><li>Business insight and executive presence, with confidence in engaging a wide range of stakeholders</li></ul><h3><strong>The Team</strong></h3><p>You’ll be part of a dynamic and collaborative procurement team that values operational excellence, continuous improvement, and professional development. The team is focused on delivering high-impact procurement services, supporting Fidelity’s business objectives, and driving efficiencies across the organization. As a senior member, you’ll serve as a role model and coach, helping to elevate the team’s capabilities and contribute to a culture of growth and accountability.</p><p><strong>Company Overview</strong></p><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 cultivating a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our <strong>diverse and versatile</strong> workplace where we <strong>respect</strong> and <strong>value</strong> our associates for their unique points of view 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>Procurement<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Procurement Operations Specialist

<h3>Job Description:</h3><p><strong>The Role </strong></p><p><br>As Director, IT Product Management, you will be working in a team responsible for managing products and vendors through the entire product lifecycle from strategic planning in support of the Distributed Compute and Storage Team. This includes working closely with the product engineering teams, vendor contracts, vendor performance, building and presenting investment business cases (purchases/renewals), and collaborating with numerous business unit partners (procurement, finance, Risk, etc.). You will serve as a focal point for the products you help manage, leading collaboration sessions with the teams to identify opportunities, assisting with overall strategy and conveying that strategy when presenting investment opportunities to leadership, participating in the governance processes to complete those investments, and managing business / vendor relationships to ensure we are receiving full value from those investments.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>10+ years of technical product &amp;/or vendor management experience</p></li><li><p>Related vendor experience and technical expertise with: distributed on-premises and external cloud storage (All Types), Block, File, NAS, Object, WORM, S3, Hyper-converged, Backup.Storage Area Networks (SAFiber Channel, iSCSI, NVMEData Protection and Recovery (Backups),Immutable storage, Air gapping, Fast recovery,on-premises and external clouds,Data retention management and storage ecosystem observability and performance</p></li><li><p>Monitoring, performance, Utilization across all systems working with storage</p></li><li><p>Ability to translate technology terminology to business relatable terms</p></li><li><p>Expertise in leading vendors and contracts through the acquisition and renewal process</p></li><li><p>Strong interpersonal, negotiating, and influencing skills with an ability to engage senior management and across all levels of the organization</p></li><li><p>Data-focused approach, with the ability to interpret strategic objectives into actionable tasks</p></li><li><p>Ability to define product features and break them into clear and concise stories with well-defined business value and acceptance criteria</p></li><li><p>Solid focus on execution and ability to identify, communicate, and remove impediments</p></li><li><p>Capable of leading, influencing, and motivating colleagues</p></li><li><p>Continuously improve, encourage, and collaborate with team members, demonstrating servant leadership behaviors</p></li><li><p>Agile experience; Jira and Jira Align, preferred</p></li><li><p>Financial services experience a plus</p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team</strong></p><p><br>As a collaborative center of excellence, the Product Enablement Team provides product &amp; vendor management services to Enterprise Infrastructure &amp; Operations. The team is passionate about translating strategy into spend decisions, bringing together processes, and mitigating risk. This combination leverages a set of core product management and analytical skills to support all phases of product management. Come join this dynamic team!<br> </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>

Director, IT Product Management- Distributed Storage

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity Institutional Intermediary Servicing OSG Technology team is looking for a Senior Software Engineer in Test. The ideal candidate is passionate about groundbreaking technologies with a proven background in software development, software quality engineering, Agile/Scrum, test-driven development, continuous integration, and automated testing. This associate will act as a team test automation lead, ensuring high application quality through the development and execution of automated functional and regression suite.</p><p><strong>The Expertise You Have and The Skills You Bring</strong></p><ul><li><p>Bachelor’s Degree in Computer Science or related field or equivalent experience</p></li><li><p>5+ years of experience in a QA or Developer role</p></li><li><p>Deep understanding of manual and automated testing concepts, including behavior driven development (BDD)</p></li><li><p>Strong Object-Oriented Programming Skills</p></li><li><p>Experience with Java/JEE and Java Script</p></li><li><p>Experience with Selenium using Java or Java Script, and Cucumber BDD framework</p></li><li><p>Service testing experience preferably with Karate and/or RESTAssured frameworks, experience with SOATest or SoapUI acceptable</p></li><li><p>Experience with Oracle SQL</p></li><li><p>Experience using Continuous Integration tools such as Jenkins Build Server, Maven, Git/Stash, etc.</p></li><li><p>Experience with the Atlassian stack (Jira, Stash, Confluence, etc) preferred</p></li><li><p>Experience with UI testing frameworks (i.e. Galen, PhantomCSS, etc) a plus</p></li><li><p>Experience with service virtualization tools such as wiremock, parasoft virtualize, etc is a plus.</p></li><li><p>Knowledge on Content Management System platform (CMS) such as Sitecore, Documentum, etc is a plus.</p></li><li><p>You have proven leadership and strong technical skills, with a track record for designing and building Test Automation framework.</p></li><li><p>You enjoy creating strategies and roadmap for Test Automation framework by looking at industry trends, presenting that to management and working with a group of engineers to implement them.</p></li><li><p>You have great communication skills, enjoy working with a dynamic and senior team, and have a curiosity about learning new technologies.</p></li><li><p>You can understand, document, and develop technical designs for test automation at the application level, and closely partner with the analyst and developers.</p></li><li><p>You can break down different business problems/requirements and recommend solutions to project leaders and our business partners.</p></li><li><p>You work great in a team and as an individual contributor</p></li><li><p>Provide automation solutions for large scale projects from an end to end perspective including front end, middle tier services and back end data providers.</p></li><li><p>Help lead FI OSG Technology automation initiatives</p></li><li><p>Participate in scrum activities such as test coverage reviews, story grooming sessions, and sprint planning</p></li><li><p>Develop and execute automated and manual test scripts for functional and regression testing</p></li><li><p>Document, maintain, and monitor software problems</p></li></ul><p><strong>The Team</strong></p><p>The Fidelity Institutional Intermediary Servicing OSG Technology team in Fidelity Institutional Business Enablement Technology supports our primary web presence, accounts.fidelity.com, as well as other applications and tools that provide capabilities supporting our clients. This position will play a key role in delivering new and enhancing existing digital capabilities to provide the best customer experience.</p><p>This role will act as a team test automation lead, ensuring high application quality through the development and execution of automated functional and regression suite. Fidelity will reasonably accommodate associates with disabilities who need adjustments to participate in the application or interview process, or to perform the essential functions of their job</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 Software Engineer in Test

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The <strong>Associate Analyst, Alternative Investments, Asset Review</strong> position plays a unique and central role on a team dedicated to delivering World Class customer and transaction servicing around all aspects of alternative investment processing by vetting requests to support new products against our acceptability guidelines and asset servicing capabilities.</p><p>An Alternative Investment (AI) is a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and are not traded on any public market.</p><ul><li>Creatively construct, design, and implement procedures for new product offerings.</li><li>Assist in systems testing relating to industry-driven initiatives, internal enhancements and new business functionality.</li><li>Deliver quality assistance to our clients</li><li>Serve as a resource for technical issues and assist associates in problem solving.</li><li>Act as a functional subject matter expert and go-to person for complex situations and daily processing.</li><li>Play a leading role on assigned projects.</li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>2+ years of brokerage operations experience or 5+ years related work experience preferred</li><li>Alternative Investment transaction servicing experience preferred</li><li>College degree preferred</li><li>Excellent interpersonal and communication skills (written and oral) to engage with clients and internal partners to provide them with the best quality experience</li><li>Strong analytical and problem-solving skills and ability to prioritize decisions in a fast-moving environment</li><li>Ability to work and build strong relationships across different teams within the organization</li><li><p><strong>Note: Fidelity will not provide immigration sponsorship for this position. </strong></p></li></ul><p><strong>The Team</strong></p><p>The Alternative Investments team supports a leading-edge Alternative Investments platform that offers our customers the ability to represent limited partnerships, non-listed REIT's, fund of funds, registered and privately placed products above the line. Our Alternative Investment group is a part of the Operations &amp; Services Group (OSG) and services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests. Demand for our service is growing at a significant rate, making this an exciting opportunity.</p>The base salary range for this position is $48,000-$76,000 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>Brokerage Operations

Associate Analyst, Alternative Investments

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>This is an individual contributor data science role. In this role, the individual leads machine learning projects with diverse scope and complex business and technical challenges. Coordinates with senior business and technology partners to develop solutions to the most complex business analytical needs. Oversees end-to-end process to push code from research to production. Delivers results with clear and measurable impact to the business. Consults with senior business and technology partners to identify priorities and establish analytic goals. Executes on direction for data identification, collection and qualification activities. Presents reports and findings to senior technical and non-technical audiences. Enjoys collaboration and revels in working as part of a team to solve deep applied problems.</p><p>You will have:</p><ul><li>PhD or Master's in ML, Computer Science, Statistics, Physics, or Finance (with a background in Statistics or ML), with 6+ years plus of industrial experience.</li><li>Deep expertise in Python, data-centric ML techniques including engineering principles for building efficient inference tools</li><li>Experience taking a model from research to production and realizing measurable value from it to the team or firm</li><li>Ability to work on and drive progress for multiple projects at the same time</li><li>Experience guiding business on identifying AI/ML use cases and optimally contributing to brainstorming sessions</li><li>Desires to create a climate that values and rewards contributions, drive, ownership, initiative, and achievement of results</li><li>Excellent planning, project management, leadership, and research skills</li><li>Experience communicating results to business stakeholders with a focus on clear, concise, and understandable delivery including conveying statistical findings through data visualizations</li><li>Enthusiasm for learning new skills and domains, including applying state-of-the-art ML research to real-world data challenges</li><li>Experience or strong interest in quantitative finance and modeling financial markets</li></ul><p><br><strong>The Team</strong></p><p>We are a data science team within the Quantitative Research and Investment Technology division in the Asset Management vertical. We partner with investment professionals, portfolio managers, analysts, quants, traders, and other technology teams to build AI/ML solutions that provide insight and drive measurable value. We focus on applied problems that can be taken from research to production. We enjoy learning new skills and have incorporated LLM use cases into our pipeline, amongst other emerging technologies.</p><p> es. </p><h3>Certifications:</h3><h3>Category:</h3>Data Analytics and Insights<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Director, Data Science

<h3>Job Description:</h3><p>This dynamic role is well-suited for someone who enjoys solving Fidelity Workplace Investing (WI) clients’ and prospective clients’ most complicated requirements in a fast-paced, unexpected environment. If you are motivated by being part of a hard-working, creative, and collaborative team that loves to win, this role is for you!</p><p><strong>ROLE MAY BE BASED REMOTELY NATIONWIDE</strong></p><h3><strong>The Role</strong></h3><p>This client facing role works closely with Account Executives, Retention Executives, and Managing Directors to win and retain our largest corporate and TEM (Tax Exempt Markets) NonQualified Plan clients in support of WI sales and client retention goals. As a Solution Architect, you are responsible for performing a comprehensive analysis of client NonQualified plan requirements, comparing plan document provisions against our product and services, problem solving for unique plan features, and representing the Fidelity solution during the sales or rebid process.</p><p>This role relies heavily on your knowledge of Fidelity’s DC and NonQualified Plan products, services and processes and your ability to think strategically, coordinate with clients and their consultants, and collaborate with internal business partners.</p><h3><strong>The Expertise You Have</strong></h3><ul><li><p>Defined Contribution and NonQualified plan expertise required</p></li><li><p>Bachelor’s degree, minimum; Master's degree preferred</p></li><li><p>Minimum 10 years related product/ industry experience; 5+ years of Fidelity experience desirable</p></li><li><p>Series 7 and 63 required (can be acquired in role)</p></li><li><p>Approximately 50%+ travel requirement</p></li></ul><h3><strong>The Skills You Bring</strong></h3><ul><li><p>Leadership skills including coaching, mentoring, displaying Fidelity’s core values in all situations</p></li><li><p>Internal influence skills including organizational navigation and perspective, firmly established internal network, knowledge of exception processing and ability to articulate value versus risk of solutions</p></li><li><p>Strong Client-facing consultation skills to understand needs, influence, and articulate value vs. risk/reward</p></li><li><p>Strong presentation skills at all levels (e.g., administrative, peers, executives), verbal and non-verbal, internal, and external including excellent written and verbal communication skills</p></li><li><p>Industry/competitor knowledge and ongoing student of the business</p></li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li><p>Strategic analysis of clients and prospects to identify potential administrative concerns which may require custom solutions and/or exception management</p></li><li><p>Reviewing and leading plan design, underwriting of legal plan documents, identifying non-standard product and service requirements</p></li><li><p>Developing creative solutions, understanding the financial and operational impacts, owning internal exception approval process steps</p></li><li><p>Providing subject matter expertise on retirement and benefit issues during the sales and rebid process.</p></li><li><p>Presenting Fidelity’s differentiation in the employer benefits community through thoughtful proposal responses, high impact presentations, and coaching team members for presentations.</p></li><li><p>Collaborating with prospective clients and representing the Fidelity value proposition as part of the broader solution offering.</p></li><li><p>Catalyzing change within the team and business unit with an eye for customer needs.</p></li><li><p>Providing real time market feedback to product, systems, and marketing organizations</p></li></ul><h3><strong>The Team</strong></h3><p>Our team within Workplace Investing (WI) Sales strives to win and retain WI clients through outstanding solutions while mitigating risk to the firm. Keeping and growing our client base helps maintain our position as the top-tier benefits outsourcing provider.</p>The base salary range for this position is $118,000-$189,000 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>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Sales Support

VP, Solution Architect- Non-Qualified Retirement Plans

<h3>Job Description:</h3><p>Do you thrive in a fast-paced environment and enjoy interacting with customers while helping them meet their long-term financial goals? If so, come prepare for your future career in financial planning at a Fidelity Investments Investor center!</p><p>The 10-week Fidelity Intern Program (<em>we lovingly call it our FIDTERN Program</em>) is our world-class opportunity for college juniors looking to explore and learn more about Fidelity's business and culture through a cohesive program experience. </p><p>Where you spend your summer internship can be a big decision and takes a lot of dedication – we get it! Here are some ways in which you can expect Fidelity to make the most of your time with us… </p><ul><li><p><strong>Find Your Purpose </strong>– as a Fidelity Intern (or FIDTERN), you will experience a meaningful summer program. You will support business-critical projects that help meet Fidelity's needs and help you hone in on your future career path. Interns are supported by a direct manager and team throughout the summer. </p></li><li><p><strong>Never a Dull Moment </strong>– Our FIDTERN Summer Series includes scheduled events where you can come together with other interns and your experiences at Fidelity. This includes a mix of in-person and virtual events – everything from engaging webinars on career development, financial literacy and inclusion topics, community service activities and in-person networking events to mingle with full-time Fidelity employees. </p></li><li><p><strong>Strong intern candidates are</strong> dynamic, curious, innovative, conscientious, and believe in the true value of collaboration. Current college student who will return to coursework after their Summer 2026 internship has ended are eligible. <br> </p></li></ul><p><strong>Note:</strong> Our Summer 2026 internship assignment runs from June 1 - August 7, 2026 and require in-person participation approximately three days or more per week. While there is the occasional opportunity to work from home, this is not a remote internship assignment.</p><p><strong>The Expertise We’re Looking For </strong></p><ul><li><p>Undergraduate students in your junior year of college</p></li><li><p>Interest in investing and wealth management</p></li><li><p>Experience in customer service, retail, sales or banking</p></li><li><p>Leadership experience and involvement in student organizations</p></li></ul><p><strong>The Purpose of Your Role</strong></p><p>As Branch Intern you will provide customer service support to clients who call or visit the branch and will have the opportunity to grow your knowledge in personal investing and financial planning. Working alongside financial professionals, you will be a key part in the client's experience at Fidelity.</p><p><strong>The Skills You Bring</strong></p><ul><li><p>Your professional demeanor &amp; collaborative problem-solving skills</p></li><li><p>Basic understanding of the current market, economy and economic trends</p></li><li><p>Ability to promote customer loyalty while providing an extraordinary customer experience</p></li></ul><p><strong>The Value You Deliver</strong> </p><p>As one of the first points of contacts in the branch:</p><ul><li><p>You assist financial professionals with providing a full range of investment products and services</p></li><li><p>You collaborate with team members to bring a fresh perspective to help solve business challenges</p></li><li><p>You participate in challenging work assignments to increase knowledge and gain valuable experience within the financial services industry </p></li><li><p>By identifying new opportunities for enhancements, you help think about our business and our customers in a different way</p></li></ul><p><strong>Company Overview </strong></p><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 cultivating a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For more information about working at Fidelity, visit <strong>FidelityCareers.com</strong></p><p><em>Fidelity Investments is an equal opportunity employer.</em></p><p><strong>PI26INT</strong></p>The base salary range for this position is $20 - $32 per hour.<p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Note, the application window closes when the position is filled or unposted.</p><p>Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3><h3>Category:</h3>Administration

Intern, Investor Center - Santa Monica, CA

<h3>Job Description:</h3><h3>Planning Consultant</h3><p>As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs. Through your integrity and adoption of Fidelity’s client commitment standards, we know you will inspire client dedication with the goal of developing lifetime relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>Financial services experience preferably in financial planning</li><li>Degree and/or other professional certifications such as CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>The Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional planning opportunities in which you will partner with the adviser to develop further. This partnership will allow the team to further meet the needs of our clients. You will see your impact on the business and have rewarding interactions with clients every single day!</p><h3>The Skills You Bring</h3><ul><li>Thorough understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound telephone calls to further educate clients and find opportunities to add value to the relationship</li></ul><h3>Our Investments in You</h3><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>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners, and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - 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>

Planning Consultant - Fort Worth, TX

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>We are seeking a Foreign Exchange Trader to join the Equity Trading department at Fidelity. Based in Boston, this role will report to the Head of Alternatives Trading and be responsible for executing FX positions across a variety of investment strategies. Foreign Exchange is centralized desk that executes on behalf of multiple asset class investment teams at Fidelity.</p><h3><strong>The Value You Deliver</strong></h3><ul><li>Manage daily execution of global FX orders, including Spot, Forwards, Swaps and NDFs, employing a variety of execution channels to meet our best execution expectations.</li><li>Engage with global portfolio management, research, and cross asset trading teams to provide value-added macro market intelligence.</li><li>Collaborate across Fidelity advisors to provide liquidity solutions for FX needs in Alternatives strategies, including FX Options, FX Futures, and Interest rate swaps.</li><li>Represent Fidelity externally through engagement with broker-dealers, buy side peers and industry groups.</li><li>Facilitate ongoing technology work to enhance our FX trading platform, focusing on best execution, risk controls and system resiliency.</li><li>Partner with our quantitative analytics team to understand transaction costs and seek to minimize those costs on an ongoing basis.</li><li>Develop relationships with key internal partners including compliance, legal, operations, counterparty, risk, and technology, to ensure a seamless trading process.</li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Bachelor’s degree or higher</li><li>Minimum of 7 years of experience executing foreign exchange.</li><li>Careful attention to detail, ability to multi-task and prioritize.</li><li>Ability to work individually and in a collaborative team setting.</li><li>Possess a critical eye and willingness to offer innovative solutions.</li><li>Excellent analytical, quantitative, and critical thinking skills.</li><li>Effective communication and interpersonal skills.</li><li>Proficiency in trading platforms and financial software.</li></ul><h3>Certifications:</h3><h3>Category:</h3>Investment Professionals<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>

Foreign Exchange Trader

<h3>Job Description:</h3><p>For you, client interactions aren’t just transactions. They’re relationships that need to be nurtured. Your innate personality makes you an ideal candidate to be a Relationship Manager.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li><p>Series 7, 63 &amp; 65 and Life Insurance licenses are required</p></li><li><p>Five or more years of customer service experience in the Financial Services industry</p></li><li><p>Bachelor’s Degree preferred</p></li></ul><h3>The <strong>Purpose</strong> of Your Role</h3><p>You are providing the highest level of customer service to Fidelity’s most sophisticated and highest net worth client. Through frequent communication and collaboration, you are a key player on the Wealth Management team as you directly support the Advisor’s efforts to increase and develop their business.</p><p>The <strong>Skills</strong> You Bring</p><ul><li><p>Exceptional interpersonal communication skills, via telephone and face-to-face consultations</p></li><li><p>Your subject matter expertise will be used to address unique and complex client service requests</p></li><li><p>Ability to work in a dynamic, fast-paced and deadline-oriented environment</p></li><li><p>You will conduct comprehensive investment related discussions and participate in client meetings for investment, life event and service reviews</p></li><li><p>Effectively maintain client portfolios in accordance with compliance guidelines</p></li></ul><p>The <strong>Value</strong> You Deliver</p><ul><li><p>Managing inbound calls and emails generated by a book of clients and taking responsibility for proactive outreach to our clients</p></li><li><p>Delivering customized service to clients seeking a personalized high-touch relationship</p></li><li><p>Documenting and communicating strategy discussions and implementation</p></li><li><p>Effectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and estate planning, as well as income and retirement planning</p></li><li><p>Partnering with the Advisor and implementing a structured client contact strategy and promoting annual guidance reviews</p></li><li><p>Identifying opportunities for asset consolidation and/or High Net Worth product development, and other more sophisticated product offerings</p></li><li><p>Conducting basic guidance preparation discussions with clients that support the overall strategies developed for the client by the Advisor</p></li><li><p>Helping with pre- and post-guidance appointments making outbound calls to understand what the client meeting objectives and following up on post appointments to schedule the next meeting</p></li></ul><p>How Your Work <strong>Impacts</strong> the Organization</p><p>Private Wealth Management brings financial strategies across retirement, investment, tax, and estate planning to protect, grow and transfer assets in an integrated way. Working as a dedicated Wealth Management team, using a dynamic and customized approach, this team of specialists will help clients identify long term objectives and develop strategies for achieving them.</p>The base salary range for this position is $85,000 - $125,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. </p><p><br>We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

579 Fidelity Investments Jobs