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

Investment Consultant - Boca Raton, FL

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, 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 develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p>The base salary range for this position is $56,000 - $72,000 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>Sales

Investment Consultant - Mountain View, CA

<h3>Job Description:</h3><p><strong>Director Software Engineering</strong></p><p>Are you energized by leading rapid software development? Do you want to combine the fast pace of a start up with the financial backing of one of the most successful companies in the industry? Then be part of an exciting team within Fidelity that is building a new brokerage platform that provides cryptocurrency and securities trading within and outside of the firm.</p><p>This role will provide technical leadership of critical components of the core brokerage platform. In this role you will be responsible for leading a large team, architecture decisions, and the engineering practice.</p><p>The role is based in Boston, MA, Jersey City, NJ, or Westlake, TX</p><p><strong>The Expertise We’re Looking For</strong></p><ul><li><p>Bachelor level degree in Computer Science, Engineering or another technical field</p></li><li><p>Hands-on technical leader with track record of defining technical architecture and delivering solutions</p></li><li><p>Significant experience leading and managing teams</p></li><li><p>Any brokerage or cryptocurrency experience is a big plus</p></li><li><p>Experience working with a variety of programming languages, frameworks, operating systems, and platforms</p></li><li><p>Full-Stack development experience (front-end, middle-tier &amp; database)</p></li><li><p>Experience with Spring Boot and event-driven architecture is very desirable</p></li><li><p>Experience developing native cloud applications using microservices</p></li><li><p>Solid understanding of Kubernetes</p></li><li><p>Solid understanding of databases</p></li><li><p>Experience with Agile Methodologies</p></li><li><p>NoSQL experience desirable</p></li><li><p>Able to take a concept and turn it into a finished product</p></li><li><p>Ability to quickly learn and adopt diverse technologies</p></li><li><p>Ability to think strategically: creative thinker. Strong problem-solving skills.</p></li><li><p>Hands on work style: Dynamic can-do attitude, proactive and curious in nature.</p></li><li><p>Strong interpersonal and communication skills.</p></li></ul><p><strong>The Purpose of Your Role</strong><br> </p><p>The Director Software Engineering is responsible for working closely with the VP of Software Engineering to architect, design new products. Candidates must be comfortable working in a fast paced environment and focusing on business outcomes.</p><p><strong>The Skills You Bring</strong></p><ul><li><p>Proven leadership and strong technical skills</p></li><li><p>Proven track record designing and building complex end-to-end systems</p></li><li><p>Java and Spring development experience</p></li><li><p>Strong Object-Oriented skills and experience with UML</p></li><li><p>Native cloud and microservice development</p></li><li><p>Knowledge of cloud computing environments, applications and tools</p></li><li><p>Experience with Agile/iterative software delivery methodologies</p></li><li><p>Full Stack developer</p></li><li><p>Ability to work across peer group to resolve technical/design issues</p></li><li><p>Strong written and verbal communication skills, strong interpersonal skills</p></li><li><p>Ability to quickly learn and adopt diverse technologies</p></li><li><p>Motivated, self-directed, results oriented</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Strong technical skills and a passion for programming</p></li><li><p>Full stack developer</p></li><li><p>Ability to learn new technologies quickly</p></li><li><p>Provide technical leadership to all team members</p></li><li><p>Escalate issues and risks to executive management for timely resolution</p></li><li><p>Mentor team members</p></li></ul><p>#cryptojobs</p>The base salary range for this position is $110,000-$185,000 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>Information Technology

Director Software Engineering

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Director of FI Commercial Discovery is responsible for connecting the dots across insights, strategy, and execution to uncover and activate new revenue opportunities. By partnering closely with business leaders and cross-functional teams, this role drives the discovery, testing, and scaling of commercial initiatives for Fidelity Institutional while deepening client understanding through structured intelligence efforts.</p><p>Your primary area of focus in this role will be to lead the full lifecycle of commercial experimentation, from idea generation and test design to execution and analysis. You will be a strategic connector, linking insights, business needs, and market dynamics to uncover untapped commercial opportunities. It will be essential to use market insights to inform commercial ideation and ensure initiatives are grounded in real client needs and behaviors.</p><p>You will:</p><ul><li><p>Partner with business stakeholders to co-create and implement revenue-generating initiatives, embedding them into existing processes, optimizing workflows, or launching new programs.</p></li><li><p>Collaborate across business functions to drive innovative but also executable and scalable ideas to action.</p></li><li><p>Expand and mature the constellation of client listening posts to generate actionable insights. Includes partnering with Specialist Team insight delivery process to pull intelligence into cycle of thought leadership development.</p></li><li><p>Support dynamic profiling efforts to improve segmentation, personalization, and client engagement strategies.</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s degree required, Master’s degree preferred with 10+ years of business development, product management, consulting or related experience within the financial services industry</p></li><li><p>Bring an intrapreneurial and client-centric approach with experience building new capabilities within established organizations</p></li><li><p>Strong understand of the intermediary and institutional financial markets, investment products and distribution channels</p></li><li><p>Ability to lead through partnership and influence across functions. Experience driving alignment with client-facing associates including sales and relationship managers, marketing and product teams.</p></li><li><p>Strong organizational skills to manage multiple initiatives and drive them to completion.</p></li><li><p>Proven ability to move from concept to action, even in environments with limited direct control.</p></li><li><p>You can work with ambiguity and uncertainty, uncover opportunities through data analysis and analytics and identify market opportunities and unmet client needs</p></li><li><p>Proficiency in survey design, client feedback tools, analysis techniques, business statistics and insight generation</p></li><li><p>Note: Fidelity will not provide immigration sponsorship for this position.</p></li></ul><p><strong>The Team </strong></p><p>The Market Intelligence &amp; Commercialization team brings together deep industry knowledge focused on elevating relevant market and competitive insights within the intermediary and institutional financial markets with a process to systematically identify and act on both near- and long-term commercial opportunities. We are focused on a culture of learning and value action, expertise, innovation, and connectivity</p><h3>Certifications:</h3><h3>Category:</h3>Marketing<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 of FI Commercial Discovery

<h3>Job Description:</h3><p><strong>Principal UX Designer</strong><strong> – Fidelity Asset Management Fixed Income, FFO, and Trading Services (FIFT)</strong></p><h3>The Role</h3><p>In this Principal UX Designer role, you will spearhead our design efforts, guiding us through the creation of transformative and intuitive user interfaces in a dynamic and fast-paced environment. You will help establish standards and best practices to create world-class streamlined user experiences that best support our investment professionals and business partners. Your expertise allows us to consider accessibility, interactive design, overall usability, and a responsive frontend architecture, thereby ensuring that our digital products are not only visually appealing but also highly functional and user centric.</p><ul><li><p>Creates innovative solutions for a wide variety of product design challenges, including desktop, hardware interfaces, physical environments, and person-to-person interactions.</p></li><li><p>Leads the design for new experiences and improvements of existing experiences.</p></li><li><p>Plans and defines strategy for the direction of future iterations.</p></li><li><p>Quickly iterates on multiple interactive design solutions.</p></li><li><p>Advocates for design solutions, highlighting inputs that influences decisions including business and user goals, demographic and usage data, and research findings.</p></li><li><p>Develops high level, detailed storyboards, mock-ups, and prototypes to effectively communicate interaction and design ideas.</p></li><li><p>Delivers work that is not only user-friendly and aesthetically engaging, but that also produces results.</p></li><li><p>Works alongside engineers and product managers throughout all stages of the production cycle.</p></li><li><p>Assesses and optimizes the performance of new and existing features by actively participating in user research and assessing performance metrics.</p></li><li><p>Develops and maintains detailed user-interface specifications.</p></li><li><p>Presents design work to multiple teams and senior leadership for review and feedback.</p></li><li><p>Creates user experience standards, guidelines, and associated assets to accelerate UI development.</p></li><li><p>Contributes to the group’s shared knowledge of user-centered design and research methodologies.</p></li></ul><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><p>8+ years of UX or related design experience in a professional setting</p></li><li><p>A degree in a related field such as interactive design, architecture, industrial design, graphic design, or human factors is preferred</p></li><li><p>Asset Management or related Investment Applications Design experience is ideal</p></li><li><p>Provide design and product thought leadership, identifying and developing strategic design opportunities to drive business and product strategy, creating artifacts to align stakeholders and teams to</p></li><li><p>Work across and collaborate with investment professionals, product and engineering leads, and others to develop and prototype product vision</p></li><li><p>Lead definition of the design work and deliver business outcomes across multiple product teams, with minimal guidance and coaching</p></li><li><p>Distilling qualitative and quantitative feedback to unearth recurring themes and promote data-driven design decisions</p></li><li><p>An array of design skills including service design and strategic design methods. Information architecture, prototyping, user research, and visual design will also be critical</p></li><li><p>Effective communication, presentation, and storytelling skills; equally at ease speaking with developer or business partners</p></li><li><p>Experience working on agile teams delivering value in digital products preferred</p></li><li><p>Experience running and/or using research to support evidence-focused design decisions preferred</p></li><li><p>A digital portfolio we can review online is required</p></li><li><p>Familiarity with the value of design systems, understanding reuse and scale, and knowing when to contribute to make them better</p></li><li><p>Work across the organization to drive consistent associate-facing experiences</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p>The FIFT organization crafts all the technology systems used in Fixed Income for the Bond and Money Market Product areas. FIFT also handles common trading services as well as the systems used for Finance and Fund Oversight. The applications and services provided enable investment decision making, portfolio management, and trading for combined assets under management of approximately $2 trillion. Through our Agile practices, we have developed an operating rhythm that ensures we are consistently delivering the highest value work for our customers and partners. We work on a wide variety of technologies including AWS, Angular, Java, Python, REST/API, PL/SQL, HTML and Kafka.</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>

Principal UX Designer, Asset Management

<h3>Job Description:</h3><p>Job Title: Principal AI/ML Engineer – FI Investments<br> </p><p>About the Role</p><p>Join our squad dedicated to driving the growth of the Fidelity Institution (FI) Investment sales and platform business. As a key member of this team, you will play a pivotal role in identifying opportunity leads, developing product recommendations, optimizing coverage and engagement strategies, and driving experimentation for business optimization. Your primary mission will be to research, develop, and implement advanced AI and machine learning methodologies that directly support our business objectives.<br> </p><p>What You'll Do</p><ul><li>Collaborate with business partners to deeply understand challenges and deliver impactful, data-driven solutions that grow the FI Investment business.</li><li>Apply full stack AI engineering skills to architect and implement end-to-end solutions, using modern backend technologies (Python FastAPI, Node.js) and Snowflake as the database platform.</li><li>Develop intuitive, user-focused interfaces leveraging Streamlit and other UI development tools, as well as modern frontend frameworks (e.g., React, Next.js).</li><li>Leverage Retrieval-Augmented Generation (RAG) and Semantic Augment Generation (SAG) techniques to effectively handle both structured and unstructured data sources.</li><li>Implement AI and ML techniques to generate new opportunity leads, enhance product recommendations, and optimize engagement and business strategies.</li><li>Set and refine strategies for sales coverage, client engagement, and business process optimization through experimentation and data analysis.</li><li>Research, develop, and implement novel analytical and machine learning approaches tailored to the unique needs of the FI platform.</li><li>Thrive in a high-paced, dynamic environment, adapting quickly to changing business needs and technological advances.</li><li>Drive and support a culture of continuous learning and innovation, staying up-to-date with the latest in data science, ML, and AI trends.<br> </li></ul><p>Your Expertise</p><ul><li>Strong background in data science, including statistics, time series, natural language processing, classical ML, and deep learning.</li><li>Demonstrated expertise in full stack AI engineering, with hands-on experience building and deploying AI-powered applications.</li><li>Experience applying RAG and SAG methods to integrate structured and unstructured data into machine learning workflows.</li><li>Experience developing user interfaces with Streamlit and other UI development tools, as well as frontend frameworks like React and Next.js.</li><li>Proven track record in the end-to-end data science lifecycle: data exploration, cleaning, feature engineering, model development, validation, and deployment.</li><li>Proficiency with machine learning and deep learning frameworks (e.g., PyTorch, Hugging Face, scikit-learn) and large language models (LLMs).</li><li>Deep understanding of backend technologies (FastAPI, Node.js) and strong experience working with Snowflake as a primary database.</li><li>Excellent communication and collaboration skills, with a product-focused mindset and the ability to translate business needs into technical solutions.</li><li>Comfortable working in a fast-paced, rapidly changing environment.</li><li>Aptitude for innovation, experimentation, and continuous learning.<br> </li></ul><p>Preferred Qualifications</p><ul><li>Experience in the financial technology (fintech) or investment domain.</li><li>Knowledge of DevOps, CI/CD, and cloud platforms (AWS, GCP, etc.).</li><li>Bachelor’s or Master’s degree in Computer Science, Engineering, or Data Science.</li><li>10+ years of experience in data science and software engineering.<br> </li></ul><p>Why Join Us?</p><p>You’ll be at the forefront of transforming the Fidelity Institution (FI) Investment sales and platform business, working closely with business leaders and technologists to deliver innovative, data-driven solutions. If you’re excited about applying AI and ML to solve challenging business problems and drive measurable impact in a high-velocity environment, we’d love to hear from you!</p>The base salary range for this position is $107,000-$181,000 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>Information Technology

Principal, AI/ML Engineer

<h3>Job Description:</h3><p><strong>Director, Product Management</strong></p><p><strong>The Role</strong></p><p>We are looking for a highly motivated individual to be responsible for product management of our Green Meadows program. This role includes planning, support for important business deliverables while being a liaison between key technical and business stakeholders. In addition to strong technical competency, the position requires the ability to effectively work with a geographically diverse team, build and leverage client and vendor relationships, and provide innovative thought leadership.</p><p>To be effective, the Director of Product Management will work with key stakeholders of Engineering, Development, DevOps, Production Support, and PMO. By demonstrating and promoting agile leadership behaviors, you will evolve and sustain an innovative agile culture.</p><p>Our ever-evolving technology stack ensures a phenomenal learning culture in the team. You will be encouraged to quickly gain understanding of your key focus area and understand the planned deliverables. In addition, this associate will have to understand data related to schedule, timelines, and best practices and processes to be effective in this role.</p><p>We are always exploring new technologies and new ways to continually provide value to our customers. This role is expected to have a direct and positive impact on Green Meadows' customers.<br> </p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>8+ years of experience in Product Management and/or Operational Support leadership in the financial services industry</p></li><li><p>Facilitate work prioritization based on business and technology needs</p></li><li><p>Forecast, manage, and execute a product release plan</p></li><li><p>Experience in Web/cloud application releases is a plus</p></li><li><p>Capable of partnering with and influencing individuals at all organizational levels</p></li><li><p>Significant experience in working on large, technical program portfolios</p></li><li><p>Must bring flawless execution and results in a role of organizational navigator and collaborator</p></li><li><p>Experience in Internal/External Cloud and Hybrid environments</p></li><li><p>Ability to understand the business criticality of various applications as they relate to complex business processes</p></li><li><p>Strong communication (written and verbal) and interpersonal skills</p></li><li><p>Able to understand a complex and global systems environment</p></li><li><p>Working knowledge of basic investment terms and practices is desirable</p></li><li><p>Familiarity with ITIL framework and/or Agile Project Management</p></li><li><p>Financial systems knowledge</p></li><li><p>Ability to effectively multi-task and manage his/her time, and the ability to work independently as well as within a team environment</p></li><li><p>Proven ability to improve support processes and customer experience</p></li><li><p>Demonstrated technical, analytical, and problem-solving skills</p></li><li><p>Customer focus and dedication to customer satisfaction</p></li><li><p>Bachelor’s degree in Engineering or Computer Science preferred</p></li><li><p>Project management credential (PMP) preferred</p></li><li><p>AWS certifications preferred (AWS SysOps, DevOps)</p></li></ul><p><strong>The Team</strong></p><p>The Fidelity Center for Applied Technology (FCAT) is a global team of engineers, developers, designers, researchers, and problem solvers, all driven by a common mission– to catalyze breakthroughs in research and tech to propel Fidelity and our customers into the future.</p><p>We don't stop at exploration. FCAT is about action. We help develop new capabilities and scale products to support millions of individual and institutional customers.</p>The base salary range for this position is $110,000-$185,000 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>Product Management

Director, Product Management

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </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>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</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>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</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>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</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>

Relationship Manager - Vero Beach, FL

<h3>Job Description:</h3><h3><strong>Director, Investor Center Partnerships</strong></h3><h3><strong>The Role</strong></h3><p>The Investor Center Partnerships is part of Fidelity Real Estate Company and encompasses the firm’s retail portfolio which includes 217 branches, spans across 38 states and the District of Columbia, and occupies roughly 1.7 million SF.</p><p>We are seeking a highly skilled and strategic Director of Project Delivery to manage a program of capital projects from initiation through closeout. The Director works closely with several internal and external teams including Wealth Leadership, Transactions, Design, Finance, Operations, Security, Technology, Procurement, and vendor partners to execute and manage solutions, implement new concepts, and ensures on-time and on-budget project delivery for the Investor Centers. Collaboration with all the teams is essential to success!</p><p>The Director will manage a team of internal and external resources, stakeholders, and vendors.</p><p>This role reports to the Vice President, Investor Center Partnerships.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li>Transformational leader who drives process improvement and accountability.</li><li>Expert problem solver with experience in site selection, due diligence, lease analysis, and design to provide a comprehensive perspective to drive end-to-end project execution.</li><li>Demonstrated experience managing multiple capital projects and ability to provide strategic oversight to ensure alignment with objectives, program standards, budgets, and schedules. Identify risks, develop mitigations and contingencies, partners with and manages municipal agencies or authorities having jurisdictions ('AHJ') to eliminate or reduce project hurdles.</li><li>Experience creating comprehensive budgets and cost estimates aligned with scope, schedule, and program standards. Review bids to recommend vendor awards.</li><li>Track progress of each project against goals, approved budgets, and timelines. Develop and present cogent reporting on all activities to key real estate and business unit partners.</li><li>10+ years of construction or project management experience with increasing responsibility.</li><li>Bachelor’s degree in business, project or construction management, engineering, or other related areas. Graduate degree or equivalent preferred.</li><li>Experience with either Procore, MS Excel (advance), MS Project, Kahua, PMWeb, or TriRiga</li></ul><h3><strong>Other Requirements</strong></h3><ul><li>Ability to be onsite at Fidelity locations a minimum of 50% of the time.</li><li>Ability to travel up to 35% of the time.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><h3><strong>The Team</strong></h3><p>The Team is responsible for maintaining best-in-class real estate that reflects the Fidelity brand and delivers a premier client experience, ensures safe, productive workspace environments for all Fidelity associates, clients, and guests. We demonstrate operational excellence in all facets of our daily work.</p><h3>Certifications:</h3><h3>Category:</h3>Real Estate<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, Investor Center Partnership

<h3>Job Description:</h3><h3>Investment Consultant</h3><p>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, 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 develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</p></li><li><p>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</p></li><li><p>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><h3>Our Investments in You</h3><p>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><h3>The Value You Deliver</h3><p>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future.<br><br>Please note this role requires in-person attendance in the assigned Branch location.</p><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>

543 Fidelity Investments Jobs