Fidelity Investments

General

• Shadow associates and listen to phone calls
• Begin taking customer calls independently with support
• Provide front-facing client interactions and customer-facing experience
• Complete individual and group tasks and projects
• Network with colleagues and build client relationships
• Participate in professional and financial development sessions
• Engage in mentorship and regional events
• Develop skills and experience that may lead to sales or customer service roles

Undergraduate Internship – Client Relations

Actuary

• Contribute to meaningful, real-world work and projects as a valued member of a dedicated team
• Provide advice to clients regarding their benefit programs, initially focusing on defined benefit plans
• Develop financial, business, and consultative skills
• Potentially pursue a pension actuarial focus or broad client strategy role
• Guide finance and human resource executives regarding retirement, health and welfare, and employee communication needs
• Participate in professional and financial development sessions, mentorship, and regional events

Undergraduate Internship – Actuary

Operations

• Work closely with clients and business partners
• Support seamless delivery of Fidelity’s products and services
• Provide outstanding customer service support
• Process transaction requests accurately and in detail
• Participate in operations assignments across business units including Client Experience, Healthcare Operations, and Fidelity Fund & Investment Operations
• Contribute to meaningful, real-world work and projects as part of a dedicated team
• Participate in professional development sessions, mentorship, and regional events

Undergraduate Internship – Operations

• Support requirements gathering through stakeholder discussions, documenting business needs, and clarifying requirements
• Work on projects across requirements analysis, solution design, testing, implementation, and production support
• Create and maintain user stories, functional requirements, acceptance criteria, process maps, and data flow diagrams
• Develop understanding of business processes, system workflows, and data flows across technology platforms
• Run queries, validate information, investigate issues, and identify improvement opportunities
• Develop test cases, execute tests, analyze results, and document findings
• Collaborate with analysts, engineers, product teams, and business partners to deliver customer- and business-focused solutions
• Explore AI tools and emerging technologies to improve analysis, decision-making, and delivery effectiveness

Undergraduate Internship – Systems

• Build software applications and features using modern programming languages, databases, APIs, and front-end technologies
• Contribute to active business initiatives
• Work across the full software development lifecycle, including requirements, design, development, testing, deployment, and production support
• Write, test, debug, and deliver code using modern development tools, automation, and CI/CD practices
• Collaborate with engineers, analysts, product teams, and business partners to solve technical challenges
• Explore innovative technologies, including AI tools, and apply them responsibly
• Develop technical, professional, and interpersonal skills alongside experienced technologists

Software Internship

Compliance

• Participate in Fidelity’s 10-week FIDTERN internship program
• Contribute to meaningful, real-world work and projects as a valued team member
• Work in Audit, Risk, Compliance, Compliance Technology, or Fidelity Global Security
• For Audit: support audit planning, testing/data analysis, documenting findings, and communicating findings to management
• For Risk: support regulatory and operational financial-risk activities, flag suspicious withdrawals or funds, and potentially investigate financial crimes
• For Compliance: navigate and manage the regulatory landscape, policies and procedures, risk assessment, and reporting
• For Fidelity Global Security: help keep Fidelity associates safe in collaboration with security professionals
• Participate in professional development, mentorship, and regional events

Undergraduate Internship – Audit, Risk, Compliance

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 financial well-being
• 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
• Provide planning and guidance for Fidelity’s Workplace Investing executive clients within the Personal Investing business unit

Vice President, Executive Planning Consultant

• Provide planning and consulting to Higher Education, HealthCare, and non-profit organizations
• Improve the value of clients' benefits programs and ensure client satisfaction
• Build, maintain, and develop relationships with key decision makers, influencers, and C-suite committee members
• Manage a book of business comprising 25–30 Eastern-region clients with approximately $30m–$100m in defined contribution assets
• Seek feedback, anticipate client needs, and proactively provide solutions
• Engage key decision makers and advisors/consultants to understand client needs and opportunities
• Monitor trends impacting client satisfaction and develop response plans
• Maintain awareness of client business, competition, industry, and marketplace changes
• Lead external business planning and service reviews
• Position products and services to support clients' benefits goals
• Work with consultants on inquiries, plan sponsor presentations, plan design, products, technology, customer issues, fund changes, revenue requirements, pricing, thought leadership, and plan analytics
• Build long-term relationships with consultants and advisors in partnership with Consultant Relations
• Collaborate with business partners to drive operational accuracy, efficiency, and problem resolution
• Lead internal teams in resolving client problems and offering solutions

Managing Director, Tax-Exempt Market

• Define and lead product strategy and roadmaps for digital asset offerings within accountable segments
• Develop business cases, revenue models, pricing strategies, and delivery plans aligned with enterprise objectives
• Prioritize and deliver product initiatives based on customer needs, market demand, and business impact
• Provide strategic guidance on digital asset trends, regulatory developments, and competitive market dynamics
• Drive alignment across technology, operations, legal, risk, compliance, and commercial partners
• Make high-impact product decisions using sound judgment in complex and evolving environments
• Influence senior leaders and integrate product strategy into broader business priorities and investment decisions
• Manage and develop a high-performing team while establishing clear execution plans and measurable outcomes
• Lead strategy and vision for Fidelity Digital Assets product offerings
• Evaluate industry and market trends and business needs to enhance existing experiences or incubate new offerings
• Work closely with the Product Delivery team to bring strategy to clients

VP, Product Strategy

• 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 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
• Provide planning and guidance for Fidelity's Workplace Investing executive clients within the Personal Investing business unit

• Drive deeper client relationships by developing comprehensive financial plans and wealth strategies
• Implement wealth management, trust, and estate planning for individuals
• Build deep relationships with clients and their families across life stages and generational wealth transfer
• Develop comprehensive wealth and financial plans addressing savings, investment, tax strategy, future goals, and cash flow needs
• Drive loyalty, share of wallet, referrals, and outside acquisition opportunities
• Analyze and create investment strategies for trust and wealth management customers
• Consistently revise account objectives to address retirement cash flow, tax minimization, and estate planning
• Coordinate with financial planning associates, investment managers, and service support representatives
• Help clients protect, grow, and transfer assets through integrated retirement, investment, tax, and estate planning strategies

VP, Wealth Management Advisor – Texas Hill Country

Financial Planning and Analysis

• Consult with financial advisor clients via phone and Zoom
• Provide market insight, investment product overviews, and portfolio construction ideas
• Help financial advisors achieve their clients’ financial goals
• License, train, and support financial advisor investment product inquiries
• Proactively engage clients to initiate new client relationships and sales opportunities
• Progress toward sales territory ownership with an external sales partner to drive investment product sales
• Build capital market and investment product knowledge
• Develop sales process and sales territory management skills
• Develop consultative presentation capabilities
• Develop knowledge of the financial advisor and intermediary ecosystem
• Support financial advisor clients’ financial wellness planning and advisory practices
• Lead, mentor, support colleagues, and contribute to an inclusive culture

Investment Sales Associate

Trader

• Support active and sophisticated traders through market activity, securities transactions, and trading-related questions
• Build trusted relationships through inbound client interactions
• Provide education and support to help clients make informed investment decisions
• Explain complex trading and investment concepts in a clear, client-friendly manner
• Identify opportunities to connect clients with trading tools, resources, and solutions aligned with client investing needs
• Provide trading support, education, and guidance
• Partner with clients and internal business groups to deliver exceptional experiences and help investors achieve financial goals

Active Trader Service

• Support active and sophisticated traders through market activity, securities transactions, and trading-related questions
• Build trusted relationships through inbound client interactions
• Provide education and support to help clients make informed investment decisions
• Simplify complex trading and investment concepts
• Identify opportunities to connect clients with trading tools, resources, and solutions aligned with investing needs
• Partner with clients and internal business groups to deliver exceptional experiences and support financial goals

• Support Fidelity’s active and sophisticated traders through market activity, securities transactions, and trading-related questions
• Build trusted relationships through inbound client interactions
• Provide education and support to help clients make informed investment decisions
• Simplify complex financial-market and trading concepts
• Identify opportunities to connect clients with trading tools, resources, and solutions aligned with client investing needs
• Provide trading support, education, and guidance
• Partner with clients and internal business groups to deliver exceptional experiences and support investors’ financial goals