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<h3>Job Description:</h3>The GroupQuantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity’s investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.The RoleThe Portfolio Engineer will join the Systematic Equity Strategies (SES) group — a part of the QRI division. The SES team is responsible for the research, design, development, and implementation of systematic active and tax-managed equity strategies. Assets under management is approximately $20B and spans multiple equity products and customized separately managed accounts serving both intermediary and institutional investors.The Portfolio Engineer will be part of the team responsible for designing, building and managing the QRI portfolio management platform, which will deliver asset management’s intellectual property and QRI quantitative skill through investment decisions across multiple investment products.The Value You Deliver<ul><li>Onboard new portfolios to our investment platform through collaboration with Portfolio Managers and Research, setting optimization configurations and validating results for various quantitative-based ETFs, custom institutional portfolios, and tens of thousands of SMAs.</li><li>Work with CIOs, Portfolio Managers, Research, and Portfolio Engineering to setup and monitor portfolio management platform oversight.</li><li>Assist the other Portfolio Engineers with the design and development of innovative capabilities within the portfolio management platform to enable scale and flexibility.</li><li>Document processes and create procedures to enable high quality investment oversight for leadership.</li></ul>The Experience and Skills You BringWe are seeking individuals who have the following characteristics:<ul><li>5+ years of meaningful experience in an investment role, preferably in Research or Portfolio Management.</li><li>Graduate degree in Finance, Engineering, Computer Science, or related field preferred.</li><li>Solid understanding of capital markets backed with experience making investment decisions.</li><li>Deep understanding of portfolio construction, portfolio theory, quantitative portfolio construction techniques, and statistics.</li><li>Experience with portfolio optimization software such as Northfield, Axioma, or Barra.</li><li>Excellent attention to detail.</li><li>Curiosity to investigate issues, creativity to develop solutions, and follow-through to see solutions to implementation.</li><li>Experience with SQL, R, Java or Python, and data visualization.</li><li>Familiarity with data science and machine learning techniques a plus.</li><li>Proven ability to work effectively in a highly collaborative, team-oriented environment.</li><li>Excellent written and interpersonal skills.</li></ul>The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Fidelity Investments

Portfolio Engineer

<h3>Job Description:</h3>At Fidelity Ireland we pride ourselves on a culture that allows you to share, collaborate and be yourself in a dynamic workplace. Our team uses a variety of technologies that either use your current skills or build a platform for continuing to grow by learning new technologies and skills.We are looking for a Senior Software Engineer to join our team in Fidelity Institutional Technology (FIT). You will work as part of a team building workflows and APIs to support the ongoing efforts to increase fidelity’s market share of Custom Separately Managed Accounts., which is a highly strategic initiative in our FI Wealth Management Technology area.Our development teams are highly collaborative and encourage creativity, innovation, and excellence. Your experience, skills, and input will be critical to our shared success.We seek a highly motivated and collaborative individual who can apply their experience to contribute to the design and development of this platform alongside a team of talented and enthusiastic engineers.The Expertise We’re Looking For:<ul><li>Bachelor’s degree in computer science, Information Systems, Engineering, or related field</li><li>Advanced development experience, building enterprise applications using Java, Spring/Spring boot, Python, REST APIs, Swagger, Postgres, SQL</li><li>Experience with Docker, Kubernetes, Terraform, and AWS cloud deployment/application management is a plus</li><li>Experience building and deploying applications using continuous integration pipelines and automated deployment tools such as Jenkins/Jenkins Core</li><li>Experience using source control and pull requests for collaborative development in code repository tools such as GitHub</li><li>Experience with testing and test automation libraries/strategies such as Serenity, Cucumber is a plus</li><li>Experience working in an Agile Scrum development environment</li><li>Excellent interpersonal, communication and problem-solving skills</li><li>Excellent collaboration skills to work with multiple teams in the organisation</li><li>Financial Services industry experience preferred but not essential</li></ul>The TeamFidelity Institutional Technology (FIT) supports our business partners to excel in their respective markets. We strive to achieve this by meticulously crafting, building, and up-keeping the software, technological infrastructure and products within Fidelity’s Institutional (FI) business units. Embedded within FIT, is FI Managed Discretionary Solutions area, which is dedicated to building workflows and APIs to support the ongoing efforts to increase fidelity’s market share of Custom Separately Managed Accounts. As a vital member of this dynamic team, your role within FIT will focus on contributing to the design and development within the team.#SWE<h3>Category:</h3>Information Technology

Senior Software Engineer

<h3>Job Description:</h3>Job Title – Chapter Leader – Quality Engineering Location: ChennaiThe Purpose of This RoleAs a Director – Quality Engineering, you will focus on Quality Engineering delivery along with People management and QE technology management. He/ She will work directly with both technical and business stakeholders to translate requirements and technical solution designs into sustainable quality solutions. You will be responsible for the development of Test Strategy, implement best practices, use of appropriate automation tools, Test execution and reporting, ensuring they are built with quality, consistency to our standards, performance and responsive to the device accessing the application.The Value You DeliverThis Quality Engineering role will play a Chapter Leader role within the WI India technology team. This individual will be responsible for the creation of quality engineering deliverables within web / mobile based software &amp; API’s based applications. The Director – Quality Engineering will work closely with the Squad Leaders, Scrum Master, Systems analysts, Architects, and other developers to design, build, execute and deliver Test artifacts and quality engineering practices that make up Fidelity’s internet experience. They will be expected to work closely and collaborate with other Quality Engineering associates on and across projects.Responsibilities of the role includes<ul><li>Provide and oversee implementation of Integrated test Strategy solutions for their squad / scrum as well those within same domain. Take responsibility of testing of complex or multiple software applications using standard engineering practices.</li><li>Being able to advance the work of the squad by engaging in Program/ Initiative/Product Area priorities and align QE strategy, implementation and execution as well as defect management and metrics reporting.</li><li>Perform independent analysis of functional, regression and smoke test suits. Provide continuous improvement ideas for overall product quality improvement. Assists in determining and developing approaches to automation frameworks and tools.</li><li>Participates in team project planning, agile ceremonies and retrospections. Collaborate with scrum masters for overall quality responsibility. Supports and performs all phases of testing leading to implementation.</li><li>Identifies and resolves technical issues. Provides technical supervision on small projects. Works on multiple projects concurrently under moderate direction.</li><li>Coach Quality Engineers/ chapter members to improve their performance, knowledge and expertise. People performance management for small to mid-size quality engineering teams across multiple projects.</li><li>Key stakeholder management outside QE chapter like Development, Architecture, Scrum master as well as on business side like Squad Leader, Group Squad Leader and domain leaders.</li></ul> Required Technical skills<ul><li>Experience in Agile development methodology and Jira tool</li><li>Hand-on experience in Test Management lifecycle</li><li>Strong experience in Test automation design, development and execution using various tools eg. Selenium, Cucumber, TestNG, SoapUI, RestAssured etc.</li><li>Exposure and basic knowledge of software development skills using Java/ Springboot/Angular, SQL/PL SQL</li><li>Strong knowledge of continuous integration and deployment – Git, Maven, Jenkins, Udeploy, BIT bucket, Docker, SonarQube, etc.</li><li>Exposure to testing applications on cloud like AWS, Azure</li></ul> Behavioral attributes<ul><li>Organizational leader</li><li>Strong analytical and interpersonal skills</li><li>Excellent oral and written communication skills</li><li>Quick learner and willing to adapt and learn new technologies</li><li>Great attitude, team player and effective contributor as lead</li><li>Commitment to quality and high standards</li></ul>How Your Work Impacts the OrganizationWorkplace Investing (WI) helps millions of people save and invest through workplace savings plans. WI builds lifetime relationships with customers and provides employers with cost-effective, integrated employee benefit solutions. The company serves customers online, over the phone. WI business constitutes of four different product lines Defined Contribution (DC), Defined Benefits (DB), Health &amp; Welfare(HW) and Stock plan services(SPS).The Digital Shared Services QE team is part of the Workplace Investing (WI) Digital experience Domain group. This group is responsible for new and enhanced API / web services development of applications consumed by multiple products across WI. The Expertise We’re Looking For<ul><li>Bachelor’s degree in Computer science or any other discipline</li><li>~15 years of experience in API testing technology role</li></ul>Company OverviewFidelity Investments is one of the world's largest providers of financial services. Headquartered in Boston, US, Fidelity's goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. Privately held for nearly 70 years, Fidelity employs 45,000 associates who are focused on the long-term success of our customers. FMR (Fidelity Management &amp; Research) India is the Global In-house Center of Fidelity Investments. Headquartered at Bangalore, where operations commenced in 2003, FMR India has another fully-functional unit at Chennai. To know more visit: <a href="https://india.fidelity.com/india/" target="_blank">FMR India</a>Location: ChennaiShift timings: 11:00 am - 8:00pm<h3>Certifications:</h3><h3>Category:</h3>Information Technology

Chapter Leader - Quality Engineering - API & Microservices

<h3>Job Description:</h3>Compliance Director, Fixed Income ComplianceThe RoleFidelity Institutional Compliance is seeking an associate to provide compliance coverage for Fidelity Capital Markets (FCM) fixed income trading, sales and underwriting desks. FCM is the trading arm of Fidelity Investments, executing trades on behalf of institutional clients and many of Fidelity’s other businesses.The FCM Compliance Director will be responsible for providing a broad range of direct advisory support to trading desks and product areas within FCM. The associate will build and maintain relationships with business partners, advise on policy matters, and coordinate key compliance activities relevant to our businesses. In addition to fixed income coverage, the Compliance Director will support FCM’s Equity Syndicate Desk.The Compliance Director will be responsible for: <ul><li>​Providing ongoing advisory support to FCM fixed income trading, sales, and underwriting desks.</li><li>Developing and maintaining written supervisory procedures and compliance policies applicable to the team’s coverage area.</li><li>Facilitating the implementation of new or amended regulations.</li><li>Collaborating with the FI Compliance Regulatory Management team in regulatory matters, as necessary.</li><li>Supporting the introduction of new products and service initiatives by providing advice and developing the appropriate Compliance/supervisory infrastructure.</li><li>Designing and delivering targeted training to business personnel.</li><li>Tracking emerging regulatory issues that may impact the firm by analyzing relevant enforcement matters and being an active participant in relevant industry groups.</li></ul>The Expertise and Skills You Bring <ul><li>Prior experience in a fixed income trading environment and/or relevant experience with a securities regulator.</li><li>Familiarity with one or more of the following fixed income product areas: underwriting, trading, institutional sales, or fixed income trade reporting (TRACE/RTRS).</li><li>Strong written and oral communication skills including the ability to explain issues accurately and succinctly to compliance and business management.</li><li>The ability to work both independently and as part of a closeknit team.</li><li>Accountability and ownership of issues and initiatives, with an ability to independently exercise good judgment and see projects through to completion.</li><li>Intellectual curiosity and sharp investigative skills, as well as strong analytical and problem-solving skills.</li><li>Ability to influence key decision makers through a combination of knowledge, reasoning and relationships.</li></ul>The base salary range for this position is $100,000-$169,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.Fidelity’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.<h3>Certifications:</h3><h3>Category:</h3>Compliance

Compliance Director

<h3>Job Description:</h3>At Fidelity Ireland we pride ourselves on a culture that allows you to share, collaborate and be yourself in a dynamic workplace. Our team uses a variety of technologies that either use your current skills or build a platform for continuing to grow by learning new technologies and skills.We are looking for a Principal Software Engineer/Technical Lead to join our team in Fidelity Institutional Technology (FIT). You will work as part of a new team developing performance measurement and analytics software for Custom Separately Managed Accounts (CSMA), which is a highly strategic initiative in our FI Wealth Management Technology area.Our development teams are highly collaborative and encourage creativity, innovation, and excellence. Your experience, skills, and input will be critical to our shared success.We seek a highly motivated individual who can apply their leadership experience to lead out the software design and development activities for the team and to guide and encourage your fellow team members.The Expertise and Skills You Bring:<ul><li>Bachelor’s or Master’s Degree in a technology related field (e.g. Computer Science, Engineering etc.) required with minimum 8+ years of development experience</li><li>Experience in object-oriented software development with Java and/or Python</li><li>Experience with database technologies such as Snowflake and Oracle</li><li>Experience with Spark (Java or Scala), is an advantage</li><li>Experience in Cloud technologies (AWS), is an advantage</li><li>Experience working in an agile software delivery environment, with experience in continuous integration and continuous delivery, and source control tools</li><li>A passion for clean, maintainable code, and a desire to learn</li><li>Strong technical leadership experience in leading and mentoring scrum teams focused on building software solutions for business critical applications. The development teams you have worked with have multi-functional responsibilities such as engineering, quality and release implementation</li><li>Strong communication skills and technical expertise to drive and participate in meaningful discussions with partners across technology, business and architecture</li><li>Strong interpersonal, collaboration and relationship building/management skills</li><li>Excellent coaching and mentoring skills. Leadership to guide, encourage, and motivate your fellow engineers. You will help lead and mentor the team in advocating and achieving engineering excellence across our product space</li></ul>The TeamFidelity Institutional Technology (FIT) supports our business partners to excel in their respective markets. We strive to achieve this by meticulously crafting, building, and upkeeping the software, technological infrastructure and products within Fidelity’s Institutional (FI) business units. Embedded within FIT, is the Performance Measurement &amp; Analytics (PMA) area, which is dedicated to the creation and support of performance measurement and analytics and performance reporting software for our investment products. As a vital member of this dynamic team, your role within FIT will focus on providing technical leadership and software development expertise within the team.#SWE<h3>Category:</h3>Information Technology

Principal Software Engineer/Technical Lead

<h3>Job Description:</h3>At Fidelity Ireland we pride ourselves on a culture that allows you to share, collaborate and be yourself in a dynamic workplace. Our team uses a variety of technologies that either use your current skills or build a platform for continuing to grow by learning new technologies and skills.We are looking for a Senior Software Engineer to join our team in Fidelity Institutional Technology (FIT). You will work as part of a new team developing performance measurement and analytics software for Custom Separately Managed Accounts (CSMA), which is a highly strategic initiative in our FI Wealth Management Technology area.Our development teams are highly collaborative and encourage creativity, innovation, and excellence. Your experience, skills, and input will be critical to our shared success.We seek a highly motivated and collaborative individual who can apply their experience to contribute to the design and development of this platform alongside a team of talented and enthusiastic engineers.The Expertise We’re Looking For:<ul><li>Bachelor’s or Master’s Degree in a technology related field (e.g. Engineering, Computer Science, etc.) required with minimum 5+ years of design and development experience</li><li>Strong experience with these database technologies – Snowflake, Oracle</li><li>Experience in Object-Oriented Software development with Java and/or Python</li><li>Hands on experience with Spark (Java or Scala), use of AWS EMR as the infrastructure for execution both an advantage</li><li>Experience in Cloud technologies (AWS), including Docker and EKS</li><li>Experience building scalable and robust ETL data flows</li><li>Strong design and analysis skills for a large data platform</li><li>Experience with DevOps, Continuous Integration and Continuous Delivery (Maven, Jenkins, GitHub, Terraform, Docker)</li><li>Experience of working within an agile scrum development environment</li><li>Excellent interpersonal and communication skills</li><li>Excellent collaboration skills to work with multiple teams in the organization</li><li>Financial Services industry experience preferred but not essential</li></ul>The TeamFidelity Institutional Technology (FIT) supports our business partners to excel in their respective markets. We strive to achieve this by meticulously crafting, building, and upkeeping the software, technological infrastructure and products within Fidelity’s Institutional (FI) business units. Embedded within FIT, is the Performance Measurement &amp; Analytics (PMA) area, which is dedicated to the creation and support of performance measurement and analytics and performance reporting software for our investment products. As a vital member of this dynamic team, your role within FIT will focus on contributing to the design and development within the team.#SWE<h3>Category:</h3>Information Technology

<h3>Job Description:</h3>The GroupHeadquartered in Boston, the High Income &amp; Alternatives division manages approximately $125B in assets under management (AUM). The group’s investments span “across the capital structure,” including high-yield bonds, leveraged loans, convertible bonds, alternative credit, structured credit, and equities. Fundamental research forms the backbone of the group’s investment process.The Real Estate Debt group is part of the High Income &amp; Alternatives division and manages approximately $10B in AUM. The group manages funds and separately managed accounts that invest in common stock, preferred stock, bonds, loans, private real estate debt and commercial mortgage-backed securities on behalf of retail and institutional investors.The RoleWe are hiring for an originator based in the Western U.S. to support our growing pipeline in that region. Reporting to the Managing Director of Research, the originator will have direct responsibility for sourcing and executing on high yielding loans secured by commercial real estate. Primary responsibilities include sourcing, underwriting, and negotiating subordinate debt. Prospective candidates should have prior experience in all facets of commercial real estate lending including upfront collateral analysis, loan structuring and closing and ongoing asset management. Familiarity with all the major real estate asset classes is preferred. The role requires a deep understanding of structured finance transactions, specifically mezzanine loan and preferred equity structures and the related documentation.The Value You Deliver<ul><li>Grow and maintain a network of origination partners and deal sponsors (owner/operators, sponsors/developers, private lenders, investment bankers, brokers, asset managers) to facilitate a steady flow of investment opportunities</li><li>Help with the collection and analysis of market data</li><li>Assess credit risk associated with commercial real estate assets</li><li>Appropriately determine real estate collateral values</li><li>Negotiate term sheets and loan documentation</li></ul>The Expertise and Skills You BringWe are seeking candidates who have the following characteristics:<ul><li>7+ years of relevant real estate investment experience, including at least 4 years of real estate loan origination experience</li><li>Strong origination partner and deal sponsor relationships</li><li>Excellent written and verbal communication skills</li><li>Strong financial analytical skills</li><li>Comfortable collaborating within a team, but also able to work independently and drive new lending opportunities</li><li>Strong work ethic and ability to meet time sensitive deadlines</li><li>Willingness to travel</li></ul>Note: Fidelity is not providing immigration sponsorship for this position.The base salary range for this position is $120,000 - $200,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3><h3>Category:</h3>Investment Professionals

Director, Real Estate Debt Originations

<h3>Job Description:</h3><h3>Investment Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>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</li><li>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</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>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!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</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>The Value You Deliver</h3>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. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesFidelity’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.

Investment Consultant - Madison, WI

<h3>Job Description:</h3><h3>Financial Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<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>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>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>The base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Schaumburg, IL

<h3>Job Description:</h3>A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.The Expertise We’re Looking For<ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>The Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hire</li></ul>The Purpose of Your RoleOur intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.The Skills You Bring<ul><li>Your background in relationship management and deep understanding of financial services</li><li>Impressive time-management skills and ability to execute on multiple priorities</li><li>You have a natural ability to influence and enhance the sales skills of others</li><li>Validated grasp of compliance and regulatory guidelines</li><li>Professional demeanor and excellent interpersonal skills</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul>The Value You Deliver<ul><li>Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness</li><li>Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation</li><li>Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns</li><li>Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives</li></ul>How Your Work Impacts the OrganizationIf your dreams are to run your own branch, this role is your first step. You’ll learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.The base salary range for this position is $106,500 - $171,500 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.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.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

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