Fidelity Investments

Vice President

• Serve as a financial planning and estate planning subject matter expert for Fidelity’s high-net-worth clients and their advisors
• Lead end-to-end financial and estate planning engagements
• Use eMoney and other planning tools to deliver comprehensive client solutions
• Support advanced planning client engagements throughout a geographic region with an Advanced Planning Analyst
• Meet clients and advisors in investor centers across the region
• Collaborate with the Advanced Planning team virtually and in person
• Coach and develop junior team members
• Lead an assigned territory to drive high-net-worth client engagement
• Deliver planning solutions tailored to clients’ financial goals and family dynamics
• Travel typically 5%–20% of the time

VP, Advanced Planning

• Serve as a financial planning and estate planning subject matter expert for Fidelity’s high-net-worth clients and their advisors
• Lead end-to-end financial and estate planning engagements
• Use eMoney and other planning tools to deliver comprehensive client solutions
• Support advanced planning client engagements throughout a geographic region with an Advanced Planning Analyst
• Meet clients and advisors in investor centers across the region
• Collaborate with the Advanced Planning team virtually and in person
• Travel typically 5%–20% of the time
• Collaborate with Fidelity’s advisors and high-net-worth clients to provide comprehensive financial planning tailored to individual goals and family dynamics

Systems Engineer

• Participate in stakeholder discussions, capture requirements, and clarify ambiguities with guidance from senior analysts and team members
• Work on real projects throughout the delivery lifecycle, including requirements, architecture, design, testing, and implementation
• Create and maintain user stories, functional specifications, acceptance criteria, and process/data flow diagrams
• Develop understanding of business context, system workflows, data flows, and upstream/downstream dependencies
• Run queries, validate test data, and investigate simple data or system issues
• Identify gaps between current systems and future business needs
• Create test cases, execute tests, analyze results, and log defects
• Explore emerging tools and technologies, including AI, and apply them responsibly
• Collaborate on solutions supporting customers’ long-term financial goals

Leap Systems Analyst

Full-stack Engineer

• Build scalable applications and features using modern programming languages, databases, APIs, messaging, and user interfaces/front-end frameworks
• Work on projects across the full software development lifecycle, including requirements, design, development, testing, and deployment
• Write, test, and deploy code with team support
• Use standardized and automated software development pipeline practices and technologies to move code safely and securely from development to production
• Explore AI tools and apply them responsibly to engineering challenges
• Collaborate with an engineering team to deliver solutions supporting customers’ long-term financial goals
• Participate in a 10-week immersive transition program from college to a full-time engineering career

Leap Software Engineer

Financial Planning and Analysis

• Engage face-to-face with clients in an Investor Center
• Provide mentorship and personalized financial planning
• Help expand the reach of Fidelity’s brand
• Nurture relationships with an existing client base
• Introduce clients to different investment strategies
• Bring together additional client assets through positive, client-centered discussions
• Provide solutions using an open architecture product platform and financial-industry resources
• Deliver an outstanding customer experience
• Build relationships, uncover client needs, and recommend solutions

Financial Consultant

• Serve as the official face of Fidelity in the branch
• Inspire client dedication and engagement
• Develop long-lasting positive client relationships
• Act as a subject matter specialist in compliance and front-lobby transactions
• Partner with colleagues and contribute to branch success
• Identify opportunities to deepen client relationships
• Provide daily support to Fidelity clients
• Deliver exceptional client experiences
• Proactively identify opportunities and make effective introductions
• Contribute directly to branch success and growth
• Serve as a technology champion and share knowledge to enhance team capabilities and performance

Financial Representative

• Develop software rapidly within Fidelity Center for Applied Technology (FCAT)
• Create innovative products and services that improve people’s financial lives
• Move ideas from concepts to scale and help bring new products to market
• Design and build complex end-to-end, full-stack systems
• Work on a next-generation trading platform supporting equities, options, and cryptocurrencies
• Use emerging technologies to create seamless and intuitive trading experiences across multiple asset classes
• Collaborate and co-develop with a multidisciplinary team
• Provide expertise on new tools and techniques to the broader Fidelity organization
• Help incubate potential new lines of business

Principal Software Engineer

• Participate in stakeholder discussions, capture requirements, and help clarify ambiguities with guidance from senior analysts and team members
• Work on real projects across the full delivery lifecycle, including requirements, architecture, design, testing, and implementation
• Create and maintain user stories, functional specifications, acceptance criteria, and process/data flow diagrams using standard tools and templates
• Develop understanding of business context, system workflows, data flows, and upstream/downstream dependencies
• Run queries, validate test data, and investigate simple data or system issues
• Identify gaps between current systems and future business needs
• Create test cases, execute tests, analyze results, and log defects
• Explore emerging tools and technologies, including AI, and apply them responsibly to improve analysis and delivery outcomes
• Contribute to solutions that help customers achieve long-term financial goals
• Participate in Fidelity’s 10-week immersive Leap Program and in-person cohort experience

• Support Fidelity customers over the phone
• Answer questions about account balances
• Process withdrawals and transfers
• Identify resources for customers
• Place trades
• Work from home during onboarding with one day per week in the Investor Center
• Spend dedicated weekly time on development, networking, and training
• Transition to a fully on-site Investor Center role after completing onboarding
• Potentially spend additional time remotely supporting inbound customers based on business needs before transitioning on-site
• Join the wealth management development track
• Build advanced skills for a career in financial planning

Financial Services Representative

Software Engineer

• Build scalable applications and features using modern programming languages, traditional and newer database platforms, integration technologies such as APIs and messaging, and user interfaces/front-end frameworks
• Work on real projects across the full software development lifecycle, including requirements, design, development, testing, and deployment
• Write, test, and deploy code with team support
• Use standardized and automated software development pipeline practices and technologies to move code safely and securely from development to production
• Explore innovative technologies, including AI tools, and apply them responsibly to deliver capabilities and services for customers
• Collaborate with engineering teams to deliver solutions supporting customers’ long-term financial goals
• Participate in a 10-week immersive transition program with mentorship, coaching, and cohort-based learning

• Serve as a trusted partner to plan sponsors, Human Resources representatives, participants, and internal Fidelity partners
• Drive participant engagement and maximize the value of employer-sponsored benefits programs, including 401(k), 403(b), equity compensation, stock plans, and other workplace benefits
• Partner with plan sponsors to develop and execute engagement strategies that increase awareness, participation, and utilization of financial wellness and retirement programs
• Act as a liaison between plan sponsors and Fidelity business partners, including local branch teams
• Provide personalized financial planning and investment guidance through one-on-one consultations, group workshops, benefits fairs, help desk sessions, lunch-and-learns, and educational events
• Advise on retirement planning, investment strategies, equity compensation, stock plans, tax-efficient investing, estate planning, and broader financial wellness
• Manage relationships with plan sponsors and workplace stakeholders
• Support client engagement activities and workplace events through travel
• Deliver education, financial planning, and advice virtually and on-site to workplace communities and plan participants nationwide

Workplace Financial Consultant

Sales

• Support Custody and Clearing clients' use of Bond Beacon, Fidelity's proprietary Fixed Income trading platform
• Act as a Bond Beacon subject matter expert, resolving trade issues and identifying areas for improvement
• Advocate for FCM clients with Bond Beacon Product and Technology teams to identify and develop platform improvements
• Serve as FCM customers' main point of contact for cancels, corrections, trade breaks, and order status with Bond Beacon contra parties
• Source street inventory based on client needs and execute fixed income trades on clients' behalf
• Ensure appropriate compliance checks and reporting configuration align with client needs
• Familiarize clients with Bond Beacon features, functions, and trading capabilities
• Collaborate with Bond Beacon Product, FCM Trading & Operations, and ECN counterparties to support client use of the platform

Manager, Beacon Sales Support

Compliance

• Consult with large defined contribution and/or defined benefit clients on strategies aligning retirement benefit programs with business objectives and goals under ERISA and other regulatory requirements
• Facilitate sophisticated strategic discussions with clients to understand their business and employee benefit programs
• Lead project development, implementation, and delivery
• Support creative solutioning for new and prospective clients
• Grow existing client relationships
• Work in a team-focused and dynamic environment
• Engage associates and encourage a satisfying and productive work atmosphere

Senior Compliance Consultant

Client Services Representative

• Oversee operations, service, and digital experience for assigned clearing correspondent broker-dealer clients
• Manage projects, high-level initiatives, and escalations
• Utilize strategic partnerships across the NF platform
• Partner with the Relationship Manager to represent an elite service team and Fidelity to correspondent clients
• Build strong relationships with key client decision makers and identify opportunities to improve satisfaction, quality, and efficiency
• Educate and train correspondent firms on technological tools and operational standard methodologies
• Assist clients in using Fidelity’s service model
• Advocate for correspondent firms with service, processing, product, Risk, Legal, and Compliance organizations
• Manage pivotal initiatives and projects that improve client satisfaction and operational efficiency
• Share operational metrics with correspondent clients
• Represent Fidelity as an operational consultant to correspondent clients

Client Service Manager II – Wealth Client Experience

• Support Custody and Clearing clients’ use of Bond Beacon, Fidelity’s proprietary Fixed Income trading platform
• Act as a Bond Beacon subject matter expert, resolving trade issues and identifying areas for improvement
• Advocate for FCM clients with Bond Beacon Product and Technology teams to identify and develop platform improvements
• Serve as FCM customers’ main point of contact for facilitating cancels, corrections, trade breaks, and order status with Bond Beacon contra parties
• Source street inventory based on client need and execute fixed income trades on clients’ behalf
• Assure appropriate compliance checks and reporting configuration align with client needs
• Familiarize clients with Bond Beacon’s features, functions, and trading capabilities
• Collaborate with the Bond Beacon Product team, FCM Trading & Operations, and ECN counterparties to support client use of the platform