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<h3>Job Description:</h3><p><strong>Principal Data Modeler – Data Center of Excellence</strong></p><p><strong>The Role</strong></p><p>Fidelity Brokerage Technology is seeking a highly motivated Principal Data Modeler to join our Data Design Center of Excellence. You will provide data analysis and conceptual, logical and physical data model designs to support the various Agile projects with diverse scope in a fast-paced, multi-platform, highly integrated data environment. You will work closely with business and technical teams to drive the creation of scalable and documented data design solutions. You drive the adoption of enterprise standard modeling best practices. You partner with squads to deliver practical and resilient data model designs that meet business needs and are capable of easily adapting to future business requirements. In this role, you will:</p><ul><li><p>Participate in helping to drive a Data Driven Culture.</p></li><li><p>Design and delivery of robust data models for large transactional applications.</p></li><li><p>Collaboration with team members, DBAs, architects, squad leaders, developers to create scalable data models.</p></li><li><p>Ensure that database designs and modeling standards are in alignment with Enterprise modeling best practices</p></li><li><p>Use creativity in helping to solve interesting and challenging design problems</p></li></ul><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>10+ year’s of experience and a Bachelor’s Degree or equivalent in a technology related field (e.g. Computer Science, Engineering, etc.) with a focus on data analysis, data structures and data modeling</p></li><li><p>Understanding of different database platforms (e.g. Oracle, PostgresSQL CockRoachDB, NoSQL, Snowflake) with a focus on modeling for OLTP recordkeeping applications</p></li><li><p>Practical knowledge of data lineage from OLTP Recordkeeping to ODS to Data Lakes.</p></li><li><p>Understanding of modeling strategies (Relational, Dimensional, Unstructured).</p></li><li><p>Demonstrable experience with data modelling tools (e.g. SAP Power Designer, Erwin).</p></li><li><p>Experience in executing projects in an Agile environment.</p></li><li><p>Actively participate in requirements and analysis sessions with business and technical staff to analyze data requirements and recommend appropriate solutions</p></li><li><p>Delivery of physical data base design from logical models to physical models, including DDL scripts</p></li><li><p>Outstanding interpersonal and verbal and written communication skills and can collaborate and influence across all levels of the organization</p></li><li><p>Capable and adept at juggling multiple requests and projects at a time while meeting the various deadlines</p></li></ul><p><strong>The Team</strong></p><p>The Data Design Center of Excellence works as a cohesive team delivering high quality, resilient designs to meet the data needs of the various Agile squads within our Fidelity Brokerage organization. Our CoE provides data modeling expertise, data analysis and transformation logic for reporting platforms, support for data scientists and analytics platforms, and maintains a robust inventory of design frameworks and standards. You will collaborate with the Agile squads, our team members, architects, DBAs, Squad Leaders and squad members to facilitate the design and maintenance of highly normalized data models. By demonstrating and promoting Fidelity and agile leadership behaviors, you sustain and evolve our innovative agile culture.</p>The base salary range for this position is $85,000-$179,000 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>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><h3>Certifications:</h3><h3>Category:</h3>Information Technology

Fidelity Investments

Principal Data Modeler - OLTP

<h3>Job Description:</h3><p><strong>Job Title</strong><strong><em> – </em></strong>PRINCIPAL - QUALITY ENGINEERING</p><p>This role, as part of the WI QE group, will be critical in supporting development of our capabilities relative to automation including supporting execution of our automation road map, working with team members to develop infrastructure and tools required across multiple technology stacks, working within guidelines and offering suggestions relative to governance procedures and overall development standards.</p><p><strong>The Purpose of This Role</strong></p><p>The primary objective of the WI QE team is to enable the WI business, while working with IT business partners in a well-integrated way. Over the past 10 years the team has developed technical expertise on various functions within each business line of Workplace investments, across strategic new products and within data engineering. We strive to achieve technical excellence in each of these functions and help the WI business accomplish its long-term objectives. This role focuses on the development of Automation Infrastructure in support of business needs and the technology evolution to a DevOps culture.</p><p><strong>The Value You Deliver</strong></p><ul><li>Translate business and systems requirements into technical requirements for automation and software tools &amp; framework.</li><li>Design, develop, document, and maintain automated tests and software tools.</li><li>Actively contributing in the day-to-day planning, design, execution, and reporting of automation metrics and KPI’s</li><li>Adhere to software engineering principles in development of automation software and develop software to test software</li><li>Understand and apply test driven/behavior driven design concepts to test and debug automated solutions and software utilities developed by self and others.</li><li>Do white box testing where required</li><li>Deliver accurate and maintainable code for automated test suite and software utilities.</li><li>Collaborate with other technical resources to:<ul><li>Suggest improvements for processes, best practices, and standards.</li><li>Identify opportunities to improve maintainability of automation platform.</li></ul></li></ul><p><strong>The Expertise We’re Looking For</strong></p><p><strong>10+ years of relevant experience in a reputed IT organization</strong></p><p><strong>Primary Skills </strong>(Must Have)<strong> – </strong>Experience with CICS Screens; Data sets; TSO; Mainframe, PROC, GDG, VSAM; IBM JCL, COBOL, SPUFI, FILE-AID, SORT, Endeavor, IDCAMS, SDSF, Proficient Query skills &amp; Experience with Ops Cycle.</p><p><strong>Secondary Skills </strong>(Good to Have) – Mainframes Automation, IBM Utilities &amp; Selenium or API Automation</p><p><strong>Technical / Behavioral Skills that are Key to this role</strong></p><ul><li>You should have a good understanding of the software development process including analysis, design, coding, system and user testing, problem resolution, and planning</li><li>You should have good analytical skills and high aptitude to learn and adapt to new processes</li><li>Good understanding of Automation Frameworks – Behavior / Data / Key word Driven, Hybrid</li><li>You should be able to effectively debug and test own automation code, software code</li><li>You should have good Written and verbal communication and presentation skills</li><li>Your ability to work effectively with both business customers and project team members will be a strong factor that will be considered</li><li>Good interpersonal, relationship management and facilitation skills</li></ul><p><strong>How Your Work Impacts the Organization</strong></p><p>The primary objective of the Workplace Solutions team is to enable the WI business in the US, while working with IT business partners in the US in a well-integrated way. WI comprises five business lines - Defined Contributions, Defined Benefits, Stock Plan Services and Health Care Group and Health Savings Account. Over the past 10 years the WS team has developed technical expertise on various functions within each business line of Workplace investments, across strategic new products and within data engineering.</p><p><strong>Company Overview</strong></p><p>Fidelity 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 Inhouse 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"><strong>FMR India</strong></a></p><p><strong>Location:</strong> Bangalore, EGL</p><p><strong>Shift timings</strong>: 11:00am - 8:00pm</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology

Principal SE - Mainframe Testing & Selenium

<h3>Job Description:</h3><h3>Financial Representative</h3><p>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3><p>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.</p><h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>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>

Financial Representative - Toledo, OH

<h3>Job Description:</h3><h3><strong>About the job </strong></h3><h3>The User Experience Content team contributes to Fidelity.com, NetBenefits.com, our flagship mobile app, and other digital platforms that help users access and manage workplace benefits. These are among the most heavily trafficked financial services websites and mobile applications in the world. This team’s strength lies in its ability to view the experience holistically and connect customers with the right Fidelity products and services.</h3><p>As a <strong>UX Writer/Content Strategist,</strong> you’ll play a key role in shaping customer experiences—helping people understand complex financial topics and translating strategy into clear, effective digital content. This is your opportunity to solve a variety of communication challenges: from crafting UX copy for navigation and user flows, to writing concise, engaging educational and transactional 0content for mobile devices, and developing personalized messaging strategies that span entire customer journeys.</p><p>You’re passionate about language, a natural collaborator, and thrive in partnership with experience designers. You’ll help guide projects from concept to completion, using data and analytics to test, iterate, and continuously improve content.</p><p> The expertise and skill you bring</p><ul><li><p>5–7+ years of professional writing experience in UX writing, copywriting, or technical writing. Experience in financial services is a plus, but a strong portfolio that demonstrates your skills is essential.</p></li><li><p>A versatile writer who can tailor messaging for diverse audiences—whether it’s individual investors, small business owners, or enterprise clients.</p></li><li><p>A clear communicator who can break down complex topics into conversational, approachable language.</p></li><li><p>A strategic thinker who can zoom out to see the big picture, then translate it into cohesive, connected content blocks.</p></li><li><p>A curious collaborator who asks the right questions and works effectively with business partners, legal teams, and cross-functional stakeholders.</p></li><li><p>Experience creating personalized content across mobile and web platforms.</p></li><li><p>A team player with a track record of successful collaboration with Design, Marketing, and Product teams.</p></li></ul><p>“Note: Fidelity will not provide immigration sponsorship for this position.”</p>The base salary range for this position is $81,000-$137,000 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>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><h3>Certifications:</h3><h3>Category:</h3>Marketing

Principal, UX Content Strategy

<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>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>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Campbell, CA

<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>The base salary range for this position is $55,000 - $75,000 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>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>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Seattle, WA

<h3>Job Description:</h3><h3>Vice President Wealth and Brokerage Platform Sales Job Description:</h3><p>Do you want to work for a fast paced organization where people make the difference? Are you an experienced sales professional with a successful track record of business development?</p><p>Fidelity Clearing &amp; Custody Solutions® has $2.3T in AUA and services about 4,100 clients and more than 6 million accounts that provides a comprehensive wealth platform, brokerage, investment and reporting services, trading capabilities and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks, insurance companies, family offices and wealthy families. The business goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, outstanding people and progressive technology.</p><h3>The Purpose of Your Role</h3><p>The Vice President Wealth and Brokerage Platform Sales is primarily responsible for managing a defined set of clearing and custody prospective clients and influencers in the broker dealer, bank, and retirement segments. The role focuses on engaging prospects and converting them to clients. The ideal candidate will be an experienced financial service executive with a consistent sales track record. This role demands a strong business acuity, consulting framework, sales skills expertise and knowledge of operations and technology.</p><h3>The Expertise We’re Looking For</h3><ul><li>Bachelor’s Degree required</li><li>At least 10 years of industry exposure to financial services</li><li>Consulting</li><li>Business development</li><li>Fin Tech</li><li>Series 7 and 63 required or attained within 90 days of hire</li><li>A comprehensive understanding of the wealth management clearing marketplace including technology, investment products, capital markets and operations.</li><li>Ability to travel extensively</li></ul><h3>The Value You Deliver</h3><ul><li>Running the entire sales process from developing an opportunity, understanding the transformation needs of the prospect, delivering presentations and leading the overall due diligence and contract process.</li><li>Developing a strategic business plan with key markets, influencers and specific prospects.</li><li>Working in a team environment with subject matter authorities to help close business</li><li>Representing Fidelity with the integrity, knowledge, and value that is consistent with its brand and culture</li></ul><h3>The Skills You Bring</h3><ul><li>Comfort interacting, engaging and delivering value with the C–Suite</li><li>A consistent record of success in a strategic sales business to business environment and an understanding of sophisticated sales processes</li><li>Outstanding ability to build and manage relationships through demonstration of competency, partnership and strategic thought.</li><li>Strong ability to negotiate and close client contracts</li><li>Effective communication skills and an approach to proactively build client interactions</li><li>Detailed knowledge of the financial service industry, with specific expertise in clearing</li><li>Strong influence skills and creativity</li></ul><p>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>The base salary range for this position is $100,000 - $175,000 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>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>Sales

Vice President, Clearing Sales

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>Fidelity Workplace Investing’s Tax-Exempt (TEM) Delivery Team is seeking an enthusiastic product leader with a passion for engaging partners across Workplace Investing, Brokerage, Wealth, and Fidelity Institutional. As a <strong>TEM Planner Enablement Squad Leader</strong>, you will provide product leadership and partner with Chapter Leaders (CL) and business partners to deliver on committed outcomes. You will work with the scrum team to execute delivery of our TEM Planner Enablement capabilities and releases aligned to the integrated product roadmap.​ Working with partners throughout and beyond TEM, you’ll ensure our TEM Products deliver on the future needs of our customers. The role reports to the Group Squad Leader (GSL), TEM Delivery</p><p>The Planner Enablement Delivery Team supports the Fidelity associates responsible helping to serve the financial futures of those who serve others. </p><p><strong>The Value You Deliver</strong></p><ul><li><p>Responsible for proactive research, analysis and recommendation of new &amp; existing feature opportunities that align to the TEM product strategies to be shared with GSL and Commercialization for consideration</p></li><li><p>Foster a culture of trust and innovation</p></li><li><p>Maintain alignment with key business partners and stakeholders thru transparent communication</p></li><li><p>Leverage product management discipline and technical acumen to execute product backlog</p></li><li><p>Demonstrate strong technical acumen to translate, define &amp; understand technical requirements needed to deliver capabilities/features</p></li><li><p>Drive continuous delivery of Epics &amp; Stories, aligned to Sub-Initiatives that have been prioritized</p></li><li><p>Ensure delivery outputs deliver value to the business</p></li></ul><p><strong>The Team </strong></p><p>TEM provides retirement plan services to benefit leaders and their employees at not-for-profit organizations (i.e., healthcare systems, colleges &amp; universities). Our dedicated business unit includes client-facing associates (i.e., relationship managers, communications consultants, financial planners), an analytics team and product developers</p><p>You work in partnership with the TEM Learning Experience Squad Leader as well as with the TEM Group Squad Leader and Commercialization Leader, other Squad Leaders, Scrum Master and various Chapter Leaders aligned to your squad. By demonstrating and promoting Fidelity, agile practices, service-oriented leadership behaviors, you sustain and evolve our innovative culture.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li><p>Bachelor’s degree required with 10+ years of professional experience; financial services preferred</p></li><li><p>Possesses strong technical aptitude and/or background (has supported a technical product for 3+ years), Salesforce experience required</p></li><li><p>Demonstrates strong technical acumen to translate, define &amp; understand technical requirements needed to deliver capabilities/features.​ Has strong understanding of the technology ecosystem (standards, practices, processes &amp; tools)</p></li><li><p>Proven success in</p><ul><li><p>delivering customer value in a highly complex and fast paced environment</p></li><li><p>leading team directly or indirectly</p></li><li><p>working and building partnerships in a highly matrixed, cross-functional environment with collaboration and building strong internal and external business partnerships</p></li><li><p>defining and launching products and services from concept to scale in market using Agile methodology practices/ceremonies processes and tools</p></li></ul></li><li><p>Proven track record of developing, executing and managing digital products and platforms</p></li><li><p>Adept at synthesizing quantitative data and qualitative feedback, using a data-focused approach to understanding customer needs, translating strategic goals into action, and prioritize to improve value delivered </p></li><li><p>Ability to handle multiple, sometimes conflicting priorities, balancing the needs of TEM and key partners </p></li><li><p>Skilled at influencing, and motivating colleagues without formal authority, and have a track record of building successful teams </p></li><li><p>You understand and have the skills for working across various technology platforms </p></li><li><p>Excellent presentation skills as well as solid written and verbal communication skills; ability to synthesize and articulate complex to simple </p></li><li><p>You grasp sophisticated product features and break them into clear and concise stories with well-defined business value and acceptance criteria </p></li><li><p>You are skilled at running a highly diverse, non-co-located agile team </p></li></ul><ul><li><p>Possess comfort with uncertainty – thing critically and make informed decisions when information is scarce </p></li></ul><ul><li><p>Proven time management and organizational skills; able to balance multiple competing priorities </p></li></ul><ul><li><p>Excellent critical thinking, analytical and problem-solving skills </p></li></ul><ul><li><p>Ability to clearly articulate product vision and features </p></li></ul><ul><li><p>Innovative thinking and thoughtful risk taking to get the work done better and faster </p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Product Management<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>

Squad Leader, TEM Planner Enablement

<h3>Job Description:</h3><p>Director - Architecture, Enterprise Contact Center</p><p>At Fidelity, our Contact Centers are an essential way for customers and clients to interact with the right Fidelity associate for their financial goals, needs, and questions. As part of its overall cloud and technology transformation, Fidelity’s Enterprise Customer Contact Center (EC3) organization is actively working to transform how our Contact Centers will support the future needs of our business teams, their associates, customers and clients. </p><p>As the Director of Architecture, you will define capabilities, solutions, patterns, standards, and guidelines related to the Fidelity Contact Center and the Associate Desktop Experience. You will work closely with EC3 Product and Technology leads, key business stakeholders, and other architects leading related capabilities.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Ten years or more working in an architecture or engineering role with five years or more experience as a solution architect.</li><li>You have deep subject matter expertise, five years or more, in one or more of the following areas related to large enterprise contact centers: Infrastructure, IVR and artificial intelligence self-service experiences, large CCaaS implementations, Agent desktop including agent assist and workflow automation, operational performance capabilities such as workforce management, recording with screen capture, and data analytics.</li><li>You are an experienced architect designing and supporting enterprise level infrastructure using public cloud technologies, particularly AWS and Azure. </li><li>You demonstrate excellent communication, interpersonal and relationship building skills with which you influence decisions and engage across Fidelity and at all levels of the organization. </li></ul><ul><li>Experience with enterprise user experience strategy. </li><li>You have a passion for solving complex problems and a track record of delivering innovative solutions for solving them. </li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Delivering and maintaining Contact Center and EC3-related capabilities, solutions, solution architectures, patterns, standards, guidelines, and specifications for the Fidelity Blueprint. </li></ul><ul><li>Supporting and enabling technology Product and Chapter Leaders to deliver increased value to our customers and operations associates. </li></ul><ul><li>Measuring performance through established objectives and metrics that deliver agreed upon business, technology, and people results. </li></ul><ul><li>Partnering with agile product area leaders, chapter area leaders, agile team leads, and architects to develop platform designs and solution roadmaps. </li></ul><ul><li>Ensuring the solutions that are delivered meet high standards for quality, performance, and scale. </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 nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com .Fidelity Investments is an equal opportunity employer.</p><p>We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.</p><h3>Certifications:</h3><h3>Category:</h3>Information Technology<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>

Director, Architecture

<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 66 - FINRA<h3>Category:</h3>Customer Service, Relationship Management<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>

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