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<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>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>

Fidelity Investments

Planning Consultant - Columbus, OH

<h3>Job Description:</h3><p>As a principal member of the TechOps SRE team, you'll work closely with our engineering partners to help enable and drive initiatives from design to implementation. Our highly available multi-region Kubernetes (AWS EKS) environments are best-in-class and central to our enterprise-grade infrastructure strategy. These growing environments currently support numerous mission-critical workloads. In this exciting role, you’ll have the opportunity to further develop and refine your skills, collaborate across numerous Fidelity teams, and continue to grow in a fun, collaborative, and rapidly changing environment. This is a phenomenal opportunity to have a direct impact on the emerging strategies of our infrastructure and deployments, while at the same time, helping enable the expansion of our business.</p><p><strong>The Skills and Expertise You Bring</strong></p><ul><li>5+ years of hands-on experience with AWS in a production environment</li><li>Experience building and deploying Docker images</li><li>Experience migrating applications from other container orchestration solutions (such as ECS) to Kubernetes preferably on EKS</li><li>Production experience running Kubernetes workloads ideally on AWS EKS</li><li>Experience managing and maintaining Kubernetes Clusters on AWS EKS</li><li>Experience with Confluent or Kafka</li><li>Experience creating and deploying Helm charts &amp; libraries</li><li>Hands-on experience with Jenkins Core, including authoring and maintaining declarative CI/CD pipelines and libraries</li><li>Experience with monitoring tools e.g., CloudWatch, Datadog &amp; Splunk Cloud</li><li>Proficiency with UNIX operating systems and shell scripting</li><li>Experience with Amazon Web Services (AWS), having managed services and applications in a large AWS cross-account environment using IAM and federated SSO</li><li>Experience crafting and maintaining logging, monitoring, and alerting capabilities using tools like Datadog and Splunk</li><li>Ability to communicate at all levels with track record of strong written and verbal communications</li><li>See problems as opportunities to automate</li><li>Ability to work independently with minimal direction</li><li>Drive and champion the overall design of highly available, secure, scalable microservices-based applications in AWS</li><li>Track record of providing technical leadership to strong teams of Site Reliability Engineers / Cloud Engineers</li><li>Experience with configuring and deploying resilient infrastructure in multiple regions and multiple availability zones</li><li>Work multi-functionally with other organizations and collaborate with our risk, product and engineering team leaders</li><li>Leading the initiative to craft and deploy our applications to the cloud</li><li>Promoting a DevOps mentality, providing mentorship and establishing development standard methodologies for AWS infrastructure-as-code</li><li>Championing automation tools to improve software delivery and reduce risk</li><li>Production experience with infrastructure-as-code (IaC), Terraform preferred</li><li>Programming experience, e.g., Python preferred</li><li>Experience with distributed version control systems, Git preferred</li><li>Experience with Apache or Confluent Kafka a plus</li><li>Experience with the agile software development lifecycle and Kanban preferred</li><li>Experience with CDN Providers e.g., Akamai preferred</li></ul><p><strong>The Team</strong></p><p>Fidelity Digital Assets℠ , a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum.</p><p>Fidelity Digital Assets℠ embraces an entrepreneurial culture and startup mindset while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm’s tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance.</p><p>Within Fidelity Digital Assets, Technical Operations team is central to our initiative of moving to the cloud. The team uses AWS services to secure our network and scale our applications to ensure their up-time and reliability. Team members are hands-on Site Reliability Engineers who promote a DevOps approach, with a focus on infrastructure-as-code, security and automation.</p><p>#cryptojobs</p><p>#Crypto</p><h3>Category:</h3>Information Technology

Principal Software Engineer

<h3>Job Description:</h3><p><strong>Note: This is a Leadership role, with 6-8 direct reports. The site location for this opening will be our Durham, NC office as part of our Hybrid Working model, and additionally, the final round of this interview process will consist of a <em>mandatory </em>onsite interview with the team in Durham, NC. Additionally, by applying to this role, you acknowledge you are solely responsible for the cost of relocating to your assigned site, as we are unable to provide a relocation package for this opening. </strong></p><p><strong>The Role</strong></p><p>Are you a hands-on technology leader with deep expertise in Adobe Sites and Adobe Assets, particularly in the financial sector? Do you have a passion for building and leading high-performing engineering teams to deliver impactful content management capabilities at scale? If you thrive in a collaborative environment and want to shape the future of content management at Fidelity Investments, this opportunity in our Customer Data and Marketing Technologies (CDMT) team within the Wealth and Brokerage Business Unit may be the right fit for you!</p><p>We are seeking an Engineering Leader to drive the development and execution of our Adobe Enterprise Content Management Platform, a real-time, cloud-hosted content platform that plays a crucial role in delivering exceptional customer experiences. In this role, you will bring technical expertise, strategic vision, and leadership skills to align engineering efforts with business goals while fostering a culture of innovation and continuous improvement.</p><p><strong>The Value You Deliver</strong></p><p><em>Strategic Engineering Leadership</em></p><p>• Provide technical expertise, thought leadership, and consulting across Product Management, Enterprise Architecture, and Engineering teams within multiple business units.</p><p>• Design scalable, reusable, and simplified solutions, avoiding unnecessary customizations.</p><p>• Serve as a domain expert on Adobe Sites (Content Management System) and Adobe Assets (Digital Asset Management), staying informed on industry advancements and best practices.</p><p>• Develop robust integration strategies for Adobe Sites/Assets, ensuring seamless connectivity with services inside and outside the CMS, both in headless and traditional architectures.</p><p>• Lead large-scale content migrations from various CMS platforms into Adobe Sites, leveraging automation and best practices to ensure smooth transitions as measured by Net Promoter Scores from our stakeholders.</p><p>• Take a data-driven approach to understanding customer needs and shaping content management solutions.</p><p>• Collaborate with product owners and squad leaders across business units to prioritize technical efforts and provide expert recommendations on product features and capabilities.</p><p>• Partner with Architecture and Platform Engineering teams to define and align technical direction with enterprise technology strategies.</p><p>• Ensure solutions meet security, scalability, high availability, and compliance requirements, leveraging cloud-native platforms and best practices.</p><p>• Promote creative problem-solving and foster an environment where engineers can explore innovative solutions to complex challenges.</p><p><em>Engaging People Leadership</em></p><p>• Establish and communicate a clear vision, roadmap, and expectations for achieving engineering excellence within the team.</p><p>• Attract, hire, and retain top engineering talent while fostering a diverse and inclusive workplace.</p><p>• Conduct talent reviews, performance evaluations, and career development planning to support the growth of engineers.</p><p>• Work closely with senior leadership to align workforce planning with business priorities, ensuring the right expertise is available at the right time.</p><p><strong>Note: Fidelity will not provide immigration sponsorship for this position.</strong></p><p><strong>The Expertise and Skills You Bring</strong></p><p>• 6+ years of experience in Web Content Management, specifically with Adobe Sites Experience Cloud Service.</p><p>• Hands-on expertise with AEM development in AEM-Sites and AEM-Assets, such as, components, templates, sling models, OSGi services, content fragment models, experience fragments and workflow.</p><p>• Hands-on expertise with configuring and optimizing AEM Dispatcher for caching, security and performance and able to troubleshoot Dispatcher related issues. Knowledge in AEM Dispatcher rules, rewrite rules and load balancing techniques.</p><p>• Hands-on expertise with AEM Cloud Deployment Processes and setting up and managing AEM instances on Cloud Manager.</p><p>• Experience with Headless CMS implementations and AEM Content Fragments.</p><p>• Strong working knowledge to be able to guide the engineering team on CI/CD tools (Jenkins on Cloud, Kubernetes, Argo CD, DataDog/Splunk, Selenium, Git, Maven). Hands-on expertise on Java 21.</p><p>• 5+ years of people management and leadership experience in an agile software development, architecture, or platform engineering environment.</p><p>• 5+ years of experience with Adobe Digital Asset Manager (Adobe Assets) and expertise in integrating it within an Adobe Cloud environment.</p><p>• Experience integrating third-party tools (e.g., Semaphore, Nuxeo, legal review tools) into a seamless user experience.</p><p>• Proven ability to build and lead high-performing software engineering teams, with a track record of attracting and retaining top talent.</p><p>• Strong leadership in fostering innovation and a culture of inclusion, experimentation, and continuous learning.</p><p>• 5+ years of hands-on software engineering experience, including:</p><p>• API development and data modeling.</p><p>• Scalable cloud-based solutions in AWS and Azure.</p><p>• Microservices, serverless, event-driven, and distributed architecture patterns.</p><p>• Experience working with DevOps metrics to drive engineering excellence and operational efficiency.</p><p>• Ability to collaborate and influence stakeholders across business units, ensuring alignment on objectives, KPIs, and technical standards.</p><p>• Strong communication, negotiation, and executive-level influence skills</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>

Director, Full Stack Engineering Lead, Adobe CMS and Java

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>As a Principal Blockchain Engineer on the Wallet Blockchain Platform team, you’ll get the opportunity to develop your skills and collaborate with engineers across Fidelity in a fun and dynamic environment. You will work closely with technical leaders and Architects to build a secure crypto platform utilizing modern software development practices. As a senior member of the team, you will mentor engineers on the best practices for Software development.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Bachelor's degree in computer science or related field required</li><li>8+ years' experience in software development using object-oriented programming languages like Java</li><li>Experience with blockchains such as Ethereum, Bitcoin</li><li>Experience building resilient services in Java</li><li>Proficient in databases and SQL</li><li>An understanding of microservice architecture and twelve factor app patterns</li><li>Ability to build reliable software that can withstand unreliable environments</li><li>Unit and integration test automation using JUnit</li><li>Experience building and deploying applications using continuous integration pipelines and automated deployment tools such as Jenkins Core</li><li>Possess critical thinking skills to build end-to-end solutions</li><li>Passionate and committed to learning new things and developing with the latest technologies and frameworks</li><li>Work well in both a small agile team and independently, having a strong user focus</li><li>Strong analytical and communication skills and the ability to handle multiple tasks at any given time</li><li>Participate in engineering practices such as code and design reviews, environment strategy, and build and deployment pipelines</li><li>Strong organization skills and attention to details</li><li>Experience with AWS or other cloud platforms and containerization technologies such as Docker is a plus</li><li>Experience with asynchronous workers and resilient messaging services such as SNS and SQS is a plus</li></ul><p><strong>The Team</strong></p><p>Fidelity Digital Assets℠, a Fidelity Investments Company, is developing a full-service enterprise-grade platform for storing, trading, and servicing digital assets, such as Bitcoin and Ethereum.</p><p>Fidelity Digital Assets℠ adopts an entrepreneurial culture and startup approach while serving as one of the most innovative business units within Fidelity Investments. Our global, diverse team of hundreds of forward-thinking professionals lead with agility and creativity to build solutions that bridge the gap between traditional institutional investors and their exposure to digital assets. The firm’s tenure and experience across multiple business lines present our employees with unprecedented access to knowledge, technology, and resources that help our team reshape the future of finance.</p><p>Within Fidelity Digital Assets, the Wallet Blockchain Platform Team is responsible for the backend services and APIs that support digital assets transactions on networks such as Bitcoin and Ethereum. The team will also lead tokenization efforts.</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

Principal Blockchain Engineer

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>The Workplace Investment (WI) Stability Optimization CoE is looking for a utility player with strong communication, highly customer obsessed, proven engineering and multiple years <strong>production support </strong>experience. In this role the individual will play a vital role in supporting our testing teams across multiple test environments and will be responsible for leading the <strong>environment stability</strong> in line with the WI COE group’s roadmap and aligning to WI and needs of other business groups within Fidelity. We do this by coordinating the response to environment issues while also supporting our applications in a customer facing test environment and driving to resolution in a customer technical support model.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>A Bachelor’s or master’s degree in Computer Science, Software engineering or related field</li><li>At least 6 years of experience working in sophisticated <strong>production environment</strong>, on-Prem and Cloud</li><li>Experience with <strong>monitoring/observability tools such as CloudWatch, Datadog/Splunk, ELK stack</strong>.</li><li>Strong experience of creating dashboards in <strong>Datadog and Splunk</strong></li><li>Should have <strong>experience in coordinating and triaging incidents within the managed environments, with ITIL practice knowledge to support the day-to-day operations</strong></li><li>Knowledge of CI/CD pipelines stacks like Github, Jenkins, Maven, Docker, Artifactory, Kubernetes, uDeploy</li><li>Knowledge of ETL, Java, Python, or other Distributed Technologies, including experience in Cloud platform such as AWS and/or Azure</li><li>Strong Experience with Kubernetes, AKS and, EKS</li><li>Hands-on Experience in Unix scripting, Python, or related programming languages</li><li>Hands-on Experience with Public Cloud environments, preferably AWS and Azure.</li><li>Analytical &amp; detail orientated thought process with the ability to take methodical approach to activities such as data analysis &amp; stability trending.</li><li>Ensuring all agreed to operational policies and procedures are adhered to.</li><li>Leading the coordination with stakeholders through resolution of the incident. Closely partnering and collaborating with Infrastructure, Engineering, Operations, Squads and Business Leadership to ensure alignment across the business.</li><li>Capability to partner with Operations and Stakeholders on stability opportunities based upon reporting/trending findings as well as operational readiness</li><li>Ability to quickly learn new concepts and technologies to support day to day operations</li><li>Customer orientated personality exhibiting professionalism and enthusiasm</li><li>Demonstrate ability to form trusted working relationships with business unit stakeholders through collaboration and enhanced effective communications</li><li>Deeply self-motivated with the ability to work independently, coordinating activities within cross-regional and multi-functional teams</li><li>Able to mentor team members in areas where you have domain expertise and able to coordinate with partners on</li><li>Strong self-starting, analytical, communication, and critical thinking skills</li></ul><p><strong>The Value You Deliver</strong></p><ul><li>Bring Stability and Efficiencies to WI Squads and Operations to accelerate development life cycle</li><li>Guiding resources assigned to the incident and ensures the incident is receiving the accurate support to drive resolution as quickly as possible</li><li>An automation mentality to drive platform stability approaches</li><li>Streamlining processes, optimizing workflows, introducing new features with positive business impacts</li><li>Bring together technical, procedural, and financial data to reduce toil and increase efficiency</li><li>You will execute plans for technical standardization and process refinement within the Stability and Automation engineering organization, especially for Operations and Squads.</li><li>Must bring flawless execution and results in role of organizational navigator and collaborator.</li><li>Actively learning, sharing insights, industry practices and developments, within your area of expertise</li><li>Impactful, with a passion for contributing to continuing enhancement of our engineering capabilities with a focus on excellence</li></ul><p><strong>The Team</strong></p><p>The WI QE Center of Excellence (COE) is passionate about driving WI organizational’ s technological innovation initiatives and improvements which accelerates the squad, operational efficiencies and improve the customer experience. The mission of the COE is engineering excellence across the WI business with focus areas on engineering effectiveness, engineering measurement and maturity, engineering innovation and engineering culture and craft. Stability is our top priority!</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>

Senior Software Engineer (Stability Optimization)

<h3>Job Description:</h3><h3><strong>The Role</strong></h3><p>Do you have a desire to bring your experience with the exciting crypto and digital assets industry to a top financial services firm? Are you also looking for a position to grow your business and auditing skills, expand your knowledge of financial services, and give you the opportunity to problem solve with some of the best minds in the industry? There is no better place to drive solutions for improving internal controls than to operate at the nexus of technology and business with Fidelity Corporate Audit! As an Audit Senior Manager working with a team dedicated to Fidelity’s digital asset businesses, you will provide independent and objective audit and advisory services that help Fidelity manage risk, improve customer service, and enhance business performance. Our primary motivation is to drive positive change throughout the firm.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><p>7-10 years of crypto native or financial/professional services experience; auditing experience a plus, but not required.</p></li><li><p>Undergraduate degree in multiple fields of study accepted.</p></li><li><p>Teammate and leader who works constructively with others to achieve team goals and provide departmental thought leadership.</p></li><li><p>Ability to work simultaneously on multiple tasks and lead team priorities and workload.</p></li><li><p>Strong problem solving and analytical skills.</p></li><li><p>Working knowledge of audit practices, tools, techniques, concepts, and trends is a plus</p></li><li><p>Commitment to innovative, collaborative, and digital working style.</p></li><li><p>Strong presentation, written, and interpersonal communication skills.</p></li><li><p>Hands-on work style and ‘can do’ attitude with a strong desire to make things happen.</p></li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position.</p><h3><strong>The Team</strong></h3><p>The Audit Senior Manager will be responsible for leading business and/or integrated audits in support of Fidelity’s digital assets and other businesses. Key areas of focus include developing hypotheses around risk and controls, providing input to the development of the integrated audit plan, and collaborating with a successful team. Responsibilities include and are not limited to:</p><ul><li><p>Works with business and technology management to build a deeper understanding of risks and controls specific to digital assets custody, trading, wallet structure, key management, and emerging products and services.</p></li><li><p>Reviews end-to-end business processes and supporting technology workflows prepared by the team to ensure they capture risks and controls embedded throughout the function.</p></li><li><p>Leverages audit automation tools in the evaluation of business operations and systems.</p></li><li><p>Performs and reviews audit test work including organizing and analyzing data, testing controls and documenting results.</p></li><li><p>Applies strategic and data analytics concepts, principles, and techniques to more efficiently and effectively identify control deficiencies.</p></li><li><p>Reviews audit reports drafted by the team to ensure issues identified, including resulting management action plans, are clearly described and include related implications to the business or enterprise as a whole.</p></li><li><p>Coaches and mentors Analysts and Senior Analysts on the team.</p></li><li><p>Builds deep working relationships with audit teams and clients.</p></li></ul><h3>Certifications:</h3><h3>Category:</h3>Audit<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>

Audit Senior Manager, Digital Assets

<h3>Job Description:</h3><p><strong>The Role</strong></p><p>This position sits within Center of Enterprise Technology Analytics team supporting Enterprise Technology (ET) business units. The Senior Financial Analyst role consists of providing exceptional finance support and advice on expense management. The role is responsible for analyzing and interpreting spend, lead the forecast and budgeting process, and deliver financial reviews to our Decision Support and technology business partners. The ideal candidate would partner with, and become and extended member of, the Decision Support team in support of the business. This could provide a future opportunity into a Decision Support role dependent on how well the associate can integrate and build their domain knowledge.</p><p></p><p><strong>The Expertise You Have</strong></p><ul><li><p>Bachelor degree in Business, Accounting, Finance, or Economics with 5+ years of related work experience. MBA preferred.</p></li><li><p>Applicants must have exceptional analytical, communication, conceptual thinking, and problem-solving capabilities. Flexibility and the skill to both lead and contribute to teams are a must.</p></li></ul><p><strong>The Skills You Bring</strong></p><ul><li><p>Your business maturity and presence to effectively interact with senior management.</p></li><li><p>Your excellent communication and interpersonal skills with confidence and ability to influence others across the company and build relationships.</p></li><li><p>Your ability to envision the 'big picture' while maintaining close attention to detail.</p></li><li><p>Your solid understanding of financial principles and practical experience in applying this knowledge to business situations.</p></li><li><p>Your synthesis of analysis and research into strategic insights and practical recommendations.</p></li><li><p>Ability to create financial models, conduct scenario analysis, and understand and assess options</p></li><li><p>Your ability to manage deliverables independently and with a high degree of efficiency.</p></li></ul><p><strong>The Value You Deliver</strong></p><ul><li><p>Influencing senior business leaders on key decisions by providing clear and concise evaluations, analysis, and financial models.</p></li><li><p>Developing financial analysis and reporting of business unit expenses including periodic reporting and analysis as well as month-end close processing and variance analysis, forecasting, budgeting, and related business commentary.</p></li><li><p>Supporting ongoing and ad-hoc analysis and develop recommendations, including scenario analysis.</p></li><li><p>Evaluating and improving IT financial management processes to meet changing business needs and efficiency goals.</p></li><li><p>Coaching and developing junior level analysts.</p></li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p><p><strong>The Team</strong></p><p>As a finance function, our mission is to drive outstanding business performance and enhance the long-term value of the Firm. The Center of Enterprise Technology Analytics team provides oversight of IT expenses and provides management with informed, insightful, productive financial analysis to guide effective decision-making.</p><h3>Certifications:</h3><h3>Category:</h3>Finance<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>

Senior Financial Analyst

<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>The base salary range for this position is $60,000 - $100,000 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><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management

Planning Consultant - Burbank, CA

<h3>Job Description:</h3><p>The Fidelity ECS Software Engineering team is seeking a highly skilled Data Engineer to join our core ODS / Inventory project. This role involves the analysis, data modeling, ETL, and ingestion of data along with the opportunity to analyze and draw key insights from collected data. The ideal candidate will have strong experience with SQL Managed Instances in Azure cloud, as well as a solid understanding of modern data engineering best practices and experience in Agile software delivery. <br> <br>You will be responsible for designing, developing, and maintaining robust data pipelines and solutions for the provision of data and insights to critical applications across multiple areas of the organization. Additionally, you will help define, implement, and advance data engineering practices, standards, and strategies, contributing to the progression of modern engineering practice across our platforms and teams. <br> </p><p><strong>Key Responsibilities:</strong> </p><ul><li>Design, develop, and maintain high-quality data pipelines and solutions for core applications. </li><li>Perform comprehensive data analysis and modeling to support business requirements. </li><li>Develop and maintain ETL processes for efficient data ingestion and transformation, experience with SnapLogic would be a plus. </li><li>Ensure the performance, security, and scalability of data solutions. </li><li>Collaborate with data scientists, analysts, and other stakeholders to define, design, and implement data solutions. </li><li>Participate in code and design reviews to maintain high data engineering standards. </li><li>Contribute to the continuous improvement of data engineering practices, standards, and strategies. </li><li>Implement and maintain CI/CD pipelines to ensure smooth and efficient data ingestions and delivery. </li><li>Work closely with product owners, technical leads, and architects to influence technical improvements. </li></ul><p>. </p><p><strong>Required Expertise:</strong> </p><ul><li>Passion for data engineering and a commitment to excellence. </li><li>Degree in Computer Science, Data Engineering, Information Technology, or equivalent. </li><li>Minimum of 7 years of enterprise data engineering experience and advanced knowledge of data architecture and database technologies. </li><li>Strong experience with MS SQL, understanding of SQL MI in Azure cloud a plus. </li><li>Proficiency in data analysis, data modelling, and ETL processes. </li><li>Familiarity with data warehousing concepts and technologies. </li><li>Experience working in a CI/CD environment with tools like Git SCM, Jenkins, and Docker. </li><li>Familiarity with Agile practices and experience delivering data solutions in an Agile environment. <br> </li></ul><p><strong>Skills and Attributes:</strong> </p><ul><li>Excellent analytical, problem-solving, communication, and organizational skills. </li><li>Ability to prioritize and manage multiple data-related tasks simultaneously. </li><li>Strong team player with a collaborative and positive attitude. </li><li>Ability to work independently under general direction. </li><li>Commitment to quality and adherence to data engineering best practices. <br> </li></ul><p><strong>Value You Deliver:</strong> </p><ul><li>Deliver high-quality, timely, cost-effective, and maintainable data solutions in an Agile environment. </li><li>Contribute to test automation code and practices for data pipelines. </li><li>Participate in data engineering practices such as code and design reviews, and define source control, environment, and build and deployment strategies. </li><li>Collaborate with product owners, technical leads, and architects to drive technical improvements. </li><li>Share innovative data engineering practices and knowledge with team members. <br> </li></ul><p><strong>Team Culture:</strong> </p><ul><li>Passionate about solving complex data problems. </li><li>Enjoy working in teams, collaborating, sharing, and learning. </li><li>Self-motivated, take initiative, and make decisions with a bias for action. </li><li>Committed to quality, strong data engineering standards, and building with testability, scalability, and resiliency in mind.</li></ul><p>#SWE</p><h3>Category:</h3>Information Technology

Data Engineer

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

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