Fidelity Investments

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 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

Manager, Beacon Sales Support

Vice President

• Serve as a trusted financial advisor to senior executives and C-suite leaders within key Workplace benefit plan clients
• Act as the primary relationship manager for a select group of executives
• Provide personalized financial planning, retirement income strategies, investment guidance, and asset management support
• Integrate workplace benefits and plan provisions into comprehensive financial plans
• Deliver ongoing consultation and relationship management to support client experience
• Collaborate with managing directors, relationship managers, and executive services associates
• Drive client engagement, business growth, and client satisfaction
• Present executive services offerings during business reviews
• Cultivate new opportunities through referrals, seminars, and local events
• Identify strategies to increase assets under management and expand client relationships

Vice President, Executive Planning Consultant

Systems 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
• Develop understanding of business context, system workflows, data flows, and upstream/downstream dependencies
• Support data analysis by running queries, validating test data, and investigating 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 team solutions that help customers achieve long-term financial goals

Leap Systems Analyst

• Participate in stakeholder discussions, capture requirements, and help clarify ambiguities with guidance from senior analysts and team members
• Work on 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
• 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 that help customers achieve long-term financial goals

• Participate in stakeholder discussions, capture requirements, and clarify ambiguities with guidance from senior analysts and team members
• Work on 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
• Develop understanding of business context, system workflows, data flows, and upstream/downstream dependencies
• Support data analysis by running queries, validating test data, and investigating 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
• Contribute to solutions that help customers achieve long-term financial goals

• Participate in stakeholder discussions, capture requirements, and clarify ambiguities with guidance from senior analysts and team members
• Work on 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
• 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
• Contribute to solutions that help customers achieve long-term financial goals

• Serve as a trusted financial advisor to senior executives and C-suite leaders within key Workplace benefit plan clients
• Act as primary relationship manager for a select group of executives
• Provide personalized financial planning, retirement income strategies, investment guidance, and asset management support
• Integrate workplace benefits and plan provisions into comprehensive financial plans
• Deliver ongoing consultation and relationship management to support outstanding client experience
• Collaborate with managing directors, relationship managers, and executive services associates
• Drive client engagement, business growth, and client satisfaction
• Present executive services offerings during business reviews
• Cultivate new opportunities through referrals, seminars, and local events
• Identify strategies to increase assets under management and expand client relationships

Vice President, Executive Planning Consultant – Central Market

Consultant

• Offer world-class planning experiences and strengthen client relationships through asset consolidation, referrals, and plan implementation
• Develop engagement strategies that meet clients’ planning needs
• Conduct joint client appointments and deliver personalized financial consultations
• Educate clients and provide personalized planning to support long-term financial success
• Create and maintain an organized client contact strategy
• Engage business partners and use tools such as Salesforce
• Build long-lasting client relationships
• Mentor and support fellow associates
• Work alongside the Financial Consultant or Wealth Planner to deliver financial planning support
• Conduct financial planning interactions and support the overall client relationship
• Leverage technologies such as Glance to enhance the client experience
• Profile clients, navigate and present guidance-tool outputs, and discuss planning concepts
• Identify complex planning opportunities and partner with the Financial Consultant or Wealth Planner to address client needs

Planning Consultant

Data Analyst

• Support regulatory reporting for Fidelity’s broker dealers and customer channels
• Analyze trading, customer identification, and account data for daily regulatory reporting operations
• Perform proactive data analysis to improve reporting processes
• Research and analyze data supporting responses to regulator and customer inquiries
• Identify data anomalies and gaps, determine issue sources, and collaborate with product and operations teams on solutions
• Explore and implement AI and machine learning solutions to automate, validate, and enhance regulatory reporting
• Support data governance, quality control, and data mapping documentation
• Design and perform acceptance testing for data quality in regulatory reporting systems and applications
• Collaborate with Trading, Technology, Customer Support, Compliance, and Legal teams

Manager, Regulatory Reporting Data Analytics

Planner

• Educate and support workplace retirement plan participants
• Increase awareness of retirement readiness and help individuals take meaningful steps toward long-term financial goals
• Guide participants through employer-sponsored retirement plans
• Educate participants on plan benefits, employer matching contributions, and investment strategies
• Help participants make informed decisions about retirement savings
• Conduct needs-based conversations to identify participant goals
• Uncover opportunities for retirement asset consolidation
• Identify appropriate solutions supporting overall retirement objectives
• Provide personalized guidance and collaborate with TEMPA team members on complex planning needs
• Enhance participant outcomes, build customer loyalty, and strengthen long-term Fidelity relationships
• Provide education and financial planning and advice for 403b and 457 plan participants

Retirement Planner

Director

• Consult on Fidelity products, investment perspectives, and financial markets to support clients’ investing goals
• Collaborate with internal partners and specialists to service financial professionals and create new partnership opportunities
• Support and drive sales through independent broker/dealer and wirehouse financial advisors
• Provide market insight, portfolio construction guidance, and investment product solutions
• Make in-person sales calls with financial advisors
• Partner with internal and specialist teams to drive new business, retain assets, and grow market share
• Represent Fidelity Institutional Core Wealth distribution team across the Eastern Carolinas territory

Regional Director – Raleigh-Durham, North Carolina Territory

• Lead a team of Relationship Management professionals supporting the national Core Market segment with the Tax-Exempt Market
• Lead client engagement and strengthen partnerships with senior executives and institutional clients
• Solve complex client challenges and help clients achieve long-term goals
• Contribute to client satisfaction, retention, growth, and the financial well-being of workplace retirement plan participants
• Develop talent and guide teams through change and growth
• Partner with educational institutions, healthcare organizations, government entities, and nonprofit employers
• Collaborate with clients and colleagues across Fidelity to deliver workplace retirement and benefits programs

VP, Relationship Management Team Lead, Tax - Exempt Market

• Partner with Fidelity Managing Directors to develop and execute participant communication strategies for Tax-Exempt Core Non-Profit clients
• Manage end-to-end delivery of educational, plan, and regulatory communications
• Ensure quality, accuracy, and cost-effective production
• Collaborate with cross-functional teams and vendors on high-volume projects
• Streamline workflows and drive process improvements
• Ensure timely delivery, effective governance, and exceptional participant experience
• Consult with the Managing Director on communication and education strategy
• Uncover key client priorities and needs
• Position the TEM Core communications model appropriately
• Support retirement plan communications for hospitals, universities, governments, and faith-based organizations

Manager, Communication Consultant

• Analyze trading, customer identification, and account data for daily regulatory reporting operations and process improvement
• Support data research and analysis for regulator and customer inquiries
• Identify data anomalies and gaps, determine sources of reporting issues, and work with product and operations teams on solutions
• Explore and implement AI and Machine Learning solutions to automate, validate, and enhance regulatory reporting
• Support data governance, quality control, and data mapping documentation
• Perform and design acceptance testing for data quality in regulatory reporting systems and applications
• Collaborate with Trading, Technology, Customer Support, Compliance, and Legal teams to meet regulatory requirements

Account Manager

• Serve as the primary contact for clients and Plan Sponsors
• Lead, educate, and resolve client issues
• Establish and develop positive relationships with institutional clients
• Build internal working relationships to support service delivery
• Set strategic direction for plans and take ownership and accountability for client relationships
• Act as the client's trusted advisor and build relationships with senior decision makers
• Plan and conduct effective in-person and/or phone meetings
• Analyze and recommend plan design alternatives, including qualified and potentially nonqualified plans
• Facilitate discussions regarding legal, regulatory, investment, and plan design issues
• Coordinate internal resources to provide client analysis and recommendations
• Analyze investment architecture and provide appropriate alternatives
• Facilitate Investment Review meetings and collaborate with Investment Consulting
• Assist Plan Sponsors with plan corrections, operational defects, PSW navigation, literature, and contribution inquiries
• Resolve client problems and produce satisfactory outcomes
• Lead the Book of Business with support from Client Service Managers and Testing and Reporting Analysts
• Seek client feedback, anticipate concerns, and proactively provide solutions

Manager, Beacon Sales Support

Vice President, Executive Planning Consultant

Leap Systems Analyst

Leap Systems Analyst

Leap Systems Analyst

Leap Systems Analyst

Vice President, Executive Planning Consultant – Central Market

Planning Consultant

Manager, Regulatory Reporting Data Analytics

Retirement Planner

Regional Director – Raleigh-Durham, North Carolina Territory

VP, Relationship Management Team Lead, Tax - Exempt Market

Manager, Communication Consultant

Manager, Regulatory Reporting Data Analytics

Director – 401K Relationship Manager