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<h2>Job Description:</h2>The Role The role of Director, Audience Management on the Audience Management Team, will be responsible for the development and management of audiences based on defined business objectives for owned channel marketing. This includes understanding business objectives, applying prior findings, documenting designs, sizing target populations, adhering to quality control principles and coordinating timely delivery of audiences. This role will have a deep understanding of all marketing data needs, how data and rules are applied to target a population to power marketing and personalization, how audience design impacts measurement, and how measurement methodology influences audience design.Fidelity is currently implementing a new Customer Data Platform. The Audience Management Team plays a critical role in defining the requirements and influencing the solution design of the new platform. To realize the benefits of the CDP the Audience Management practice will need to evolve. This role will collaborate across the team and with partners to develop and roll out an Audience Management playbook. The playbook would define the guidelines to design, create and maintain audiences to drive ease of use and reuse; establish guidelines and standards for activation of audiences across campaign types to enable marketing, personalization and measurement.The Director, Audience Management will be focused on: * Audience Strategy &amp; Design: Collaborate with marketing and business partners to understand audience requirements and shape strategy based on what is possible from a data perspective and prior findings* Audience Execution &amp; Management: Build single use and scalable, reusable audiences; ensure flawless execution by instituting robust QC checks* Documentation and Operational Governance: Ownership of creating team playbook and standard operating procedure documentation based on in-depth technical understanding and how to apply it to achieve marketing objectives in new CDP* Campaign Migration: Migrate audiences off legacy platforms to new CDP* Customer Data Platform Enablement: Influence the innovation and capability agenda; champion adoption of new CDPThe Expertise and Skills You Bring * BA/BS degree is required, an MBA is desired* Experience: 10+ years of experience in one or more of the following areas: campaign management, customer segmentation, data mapping or customer data platform implementation.* Experience working with data &amp; analytics teams and technology teams to launch innovative marketing for a large and/or regulated company* Expert at working with structured databases and fluency in SQL* Prior hands-on experience with implementing and adopting a new Customer Data Platform (Segment or similar platform); ability move from planning to hands-on keyboard audience development.* Ability to understand Marketer's needs to define business requirements and use cases for Marketing Technology and Data teams to inform the implementation plan and build of Customer Data Platform and Measurement Platform* Experience working with new data platforms and/or campaign management tools to identify gaps, propose potential solutions, establish documentation and processes to support scale and adoption* Adept at working with multiple sources of data and identifying the best way to connect data sets* Knowledge and expertise to partner with Marketing colleagues to design and implement targeted marketing campaigns* Experience in owned channel marketing, audience management, metadata management and the major marketing platforms (Salesforce (including CRM And Salesforce Marketing Cloud), Adobe, Google, etc.)Additional experience and skills which are valuable to the role:* Ability to streamline and automate processes to improve efficiency and reduce errors* Highly collaborative and enjoy working in a highly matrixed environment* Attention to details, program management skills, ability to multi-task and prioritize* Ability to articulately communicate technical concepts to non-technical partners.* Ability to thrive in a fast-paced environment and are easily adaptable to change and able to lead team members through changeThe Team This role will be part of a Marketing Channels Team that together leads strategy, performance and personalization of all Marketing Channels. The Marketing Channels Team is one of several teams that make up the Marketing and Social Platforms Team which is led by the firm's CMO. The Journey Orchestration Team is a newly formed team created to lead the strategic initiative to transform our go to market approach to engage customers through tailored experiences across channels.<h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Fidelity Investments

Director, Audience Management

<h2>Job Description:</h2>The GroupQuantitative Research and Investing (QRI) is an investments and research division within Asset Management at Fidelity. We are responsible for the management and development of quantitative and hybrid quant/fundamental investment strategies and solutions while providing high quality quantitative, data-driven support to Fidelity's investment professionals, ensuring they have access to the most relevant data and advanced quantitative analysis.The RoleFidelity is seeking to hire an Associate Data Scientist to join its Advanced Strategies and Research (ASR) team. This position will be located in Fidelity's office in Boston, MA. The data scientist will work primarily with our fundamental consumer research team to analyze alternative data and develop novel quantitative models/tools to support and strengthen the investment process used to manage Fidelity's client accounts. A secondary objective is to engage in general data science research to help advance our ability to model and predict economic regimes and trends.This is a rare opportunity to work with high caliber investment professionals at one of the world's largest asset managers. As an ideal candidate, you will have demonstrated consistent success in your academic and work experience. You will have very strong analytical and communication skills and exhibit the highest level of personal and professional integrity. You'll be able to think creatively, work independently, and make decisions quickly, often with limited information. Your ability to consistently develop, clearly articulate, and effectively communicate the implications of your work supported by a comprehensive and thoughtful research process is critical to success in investment management at Fidelity.As an Associate Data Scientist, you will work within a larger data science team that engages in research across all asset classes with opportunities for mentorship and coaching by experienced data scientists, quant researchers and other finance professionals.The Value You Deliver<ul><li>Understand the landscape of alternative data available in the consumer sector.</li><li>Develop and enhance tools and reports related to fundamental metrics and company trends.</li><li>Engage in robust quantitative research to support investment ideas and conclusions.</li><li>Monitor, measure, and re-train models.</li><li>Collaborate closely with other investment and technology professionals within the division.</li><li>Explain complex quantitative concepts to non-technical people.</li><li>Take initiative and demonstrate leadership skills to advance the investment process.</li></ul>The Expertise and Skills You BringThese attributes are indispensable:<ul><li>2-3 years of data science or quantitative experience</li><li>Very strong interpersonal skills and an eagerness to work in a team environment</li><li>Very strong technical and financial modeling skills</li><li>Strong working knowledge of ML/data science, Python, SQL, data visualization</li></ul>These attributes are preferred:<ul><li>Advanced degree in a discipline of finance, science, engineering, or mathematics</li><li>Experience with investment research, preferably in the consumer sector</li></ul><h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Associate Investment Data Scientist

<h2>Job Description:</h2>The RoleAs Director Architecture you will be leading test automation initiatives, developing automated test strategies, scalable automation solutions, frameworks, tools, and integration with DevOps processes. This role involves assessing current testing processes, identify areas for improvement, staying up to date on emerging technologies, and continually enhancing the test automation frameworks and processes.The Expertise and Skills You Bring<ul><li>10+ years of industry experience in architecture and test automation of enterprise solutions for multiple technology platforms, frameworks, and languages.</li><li>Extensive experience designing solution architectures and deploying applications in cloud with proven understanding of web, API, SQL. AWS or Azure solution architect certificate is preferred.</li><li>Hands on quality engineering experience implementing and performing end to end test solutions that span from unit test to functional, regression, performance, chaos testing and experience using test frameworks (e.g., cypress, cucumber, selenium, Jmeter, chaos buffet, data compare).</li><li>Design and Develop Automation Frameworks that are scalable, maintainable, and flexible enough to support a wide range of testing needs, including functional, performance, regression, and security testing.</li><li>Provides technical leadership, mentorship, and guidance to the quality engineering team on test automation practices, code quality standards, tools, and technologies.</li><li>Assesses and refines current test architectures and frameworks to improve the reusability, scalability, and maintainability of test frameworks.</li><li>Good experience with CI/CD tools (e.g., Jenkins) and integrating automated tests into the build pipeline.</li><li>Establishes and maintains reporting mechanisms and metrics for test automation effectiveness, efficiency, and quality, supporting data-driven decision-making.</li><li>Problem-Solving: Strong analytical and problem-solving skills, with a proactive approach to identifying and addressing potential issues before they become critical.</li></ul>Our technology stack is diverse but largely based on open source and emerging technologies (Java, Spring, Python, ActiveMQ, Kubernetes, Docker). However, we are not bound by a particular technology and believe in applying the right technology depending on the challenge. As such, we are always exploring new technologies and new ways to continually provide customer value.The TeamFidelity Fund &amp; Investment Operations (FFIO) provides accounting and investment management support services for Fidelity mutual funds and other retail and institutional investment products. FFIO is actively seeking a top-tier architect to help us deliver our next generation cloud-based platforms.Are you someone with a strong technology leadership background? In the Architect role, you will work on complex and critical technology programs paramount to FFIO's business operations. This role will also allow you to engage in new and emerging technologies and play an active role in FFIO's ongoing cloud enablement.In close partnership with business and IT partners, you will provide technical leadership and vision, authoring multi-year architecture roadmaps, and actively promoting opportunities to optimize, consolidate, reuse, and simplify. You will author impactful Quality Assurance architecture solutions that achieve business goals, align with FFIO technology strategy, and promote standard methodologies in design and architecture.<h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Director, Architecture

<h2>Job Description:</h2>Equity Research Associate Internship - Summer 2026Our MissionAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want- from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the 10,000 advisors and institutions needing innovative technology solutions to invest their clients' money. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our dedication to being an employer of choice. For more information about Fidelity Investments, visit <a href="http://www.fidelity.com" target="_blank">www.fidelity.com</a>.The Department Fidelity Investments has more than $ 3.2 trillion in equity assets under management and, with its roots dating back to the 1940s, has long been a leader in managing equity portfolios. Fidelity relies on its proprietary research, disciplined portfolio management and sophisticated trading process to deliver superior long-term results for its shareholders and clients. Over the years, its capabilities have grown substantially, with investment strategies designed across style, capitalization, sector, and geography. While its platform has expanded, its principles have remained the same: to offer those strategies in which Fidelity can add value and to offer products that help meet client needs.Our Equity department has over 195 research professionals stationed around the world, giving it scale that few competitors can match. These professionals integrate their research across industries and regions while also working with sector-aligned analysts in other asset classes, such as high income or investment grade debt. As a result, they can evaluate companies based on their global reach, their capital structure and supply chains, the relative strength of their competitors, and their end markets.The Role Looking for a best-in-class opportunity to obtain hands-on experience with fundamental analysis and the investment research process? The Equity Research Associate internship program gives interns the chance to obtain and develop the core research skills needed to jumpstart a successful and lucrative career in investment management. The program is led by our director of research, and each intern will be paired with a peer in the research department who will mentor them throughout the summer.Throughout the 10-week program, interns will support real investment decisions by:<ul><li>Conducting autonomous research on three stocks across different sub-sectors.</li><li>Building financial models, completing financial analysis, and conducting proprietary research.</li><li>Communicating with corporate management teams, industry experts, and Wall Street analysts, to develop investment recommendations for our funds.</li><li>Collaborating with fellow interns and utilizing the vast network of Fidelity managing directors of research, analysts and portfolio managers.</li><li>Pitching stock recommendations to internal portfolio managers.</li></ul>Education and Experience <ul><li>Class of 2027 Bachelor's degree candidates</li><li>Excellent verbal and written communication skills</li><li>Proactive, seeks additional responsibilities and learning opportunities</li><li>Proven success during his/her academic career with a preferred GPA of 3.2 or higher</li><li>Strong analytical and quantitative skills</li><li>Demonstrated expertise using Excel</li><li>Highly motivated independent problem solvers, ability to think outside of the box and bring a unique perspective</li><li>High levels of integrity</li><li>Demonstrated initiative and intellectual interest in studies/extracurricular activities related to the financial markets</li><li>Ability to work well under pressure and time constraints</li></ul>Training<ul><li>Emphasis on hands-on training from Research Analysts directly related to intern projects</li><li>Opportunity for training in conjunction with investment interns in Equity, High Income, and Strategic Advisers investment divisions at Fidelity</li><li>Mentorship from senior research analysts and associates</li><li>Exposure to Portfolio Managers and investment thought leaders</li></ul>Conversion<ul><li>Successful interns may receive an offer at the end of the summer internship to return as a full-time Research Associate post-graduation.</li></ul>LocationBoston, MAInternship DatesJune 1, 2026 - August 7, 2026Application Deadline January 20, 2024 at 11:59am ETPlease note, Fidelity reserves the right to close this application at any pointVisa Sponsorship Fidelity Investments does not offer work visas for this role.Fidelity Investments is an equal opportunity employer.#AMStudents<h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Equity Research Associate Internship - Summer 2026

<h2>Job Description:</h2><h2>Fixed Income Research Associate Internship - Summer 2026 </h2><h2>The Department Fidelity's Fixed Income Division is one of the world's leading fixed income managers with over $1 trillion in fixed income assets managed by a staff of more than 190 investment professionals. At Fidelity, we combine fundamental research on domestic and international debt issuers with macroeconomic and quantitative analysis to make investment decisions and help our clients achieve their financial goals. The Fixed Income Division is headquartered in Merrimack, New Hampshire.</h2><h2>The Role</h2><h2>The Fixed Income Research Associate Internship is a 10-week program designed to recruit talented and hardworking undergraduate students to develop fundamental company research, financial modeling, and industry and comparative analysis skills through training and direct work with fixed income professionals. In addition to getting exposure to the different groups within Fixed Income (money market, corporate bond, structured, municipal, and macro), the internship will be composed of the following elements: </h2><ul><li><h2>Interns participate in project-based rotations designed to enable students to explore different areas of Fixed Income Research and learn about the investment process </h2></li><li><h2>Rotations are assigned based on market developments, team capacity, and business need. Rotation possibilities include corporate credit (industrial and financial), municipal credit, macro research, quantitative research, and personal bond management </h2></li><li><h2>Projects will include analysis of an investment opportunity and a chance to communicate a recommendation to investment teams. Interns will learn how to conduct proprietary research, build financial models, and generate investment ideas.</h2></li></ul><h2>Education and Experience </h2><ul><li><h2>Class of 2027 Bachelor's degree candidates</h2></li><li><h2>Interest in growing knowledge of fundamental research and investment management</h2></li><li><h2>Shown initiative in studies and extracurricular activities related to financial markets</h2></li><li><h2>Intellectual curiosity and dedication to continuous improvement</h2></li><li><h2>Excellent verbal and written communication skills</h2></li><li><h2>Proactive; seeks additional responsibilities and learning opportunities</h2></li><li><h2>Proven success during academic career</h2></li><li><h2>High levels of integrity</h2></li></ul><h2>Training</h2><ul><li><h2>Emphasis on hands-on training from research analysts directly related to intern projects </h2></li><li><h2>Opportunity for training in conjunction with investment interns in Equity, High Income, and Strategic Advisers</h2></li><li><h2>Mentorship from senior research analysts and associates</h2></li><li><h2>Exposure to portfolio managers and investment thought leaders</h2></li></ul><h2>Conversion</h2><h2>Successful interns may receive an offer at the end of the summer internship to return as a full-time research associate post-graduation.</h2>SponsorshipFidelity Investments does not offer work visas for this role.<h2>Location</h2><h2>Merrimack, NH</h2><h2>Internship Dates</h2><h2>June 1, 2026 - August 7, 2026</h2><h2>Application Deadline</h2><h2>January 24, 2025 at 12:00pm ET</h2><h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Fixed Income Research Associate Internship – Summer 2026

<h2>Job Description:</h2><h2>The Role</h2>As a Scrum Master we blend deep Scrum expertise with a passion for mentoring, leading, and continual improvement. As part of a highly collaborative squad we advise, mentor, and teach agile values, practices, and processes to accelerate squad value delivery. In partnership with the squad leader, we will maintain a product backlog, help remove impediments, and actively facilitate agile events including the daily scrum, sprint planning, backlog refinement, sprint review, and retrospectives. We have responsibility to lead release management coordination, scaling events, and planning activities as we manage interdependencies across squads and product areas. We will examine and drive team performance through performance metrics. We will find opportunities for the squad to fully realize the benefits of working in an agile operating model. This opportunity is for a Scrum Master to join an established squad and team-of-teams structure within our Fidelity Institutional Digital Account Management product area.The ideal candidate for this product area and its squad(s) will operate as a leader who serves highly visible, enterprise level initiatives involving Fidelity Institutional's digital account opening experience.<h2>The Expertise and Skills You Bring</h2><ul><li>4-year bachelor's degree or equivalent.</li><li>Certified Scrum Master (CSM) credential (or, similar Scrum credential) with a minimum of 5 years of Scrum Master experience operating as a leader who serves team(s) and can actively scale across partnering teams in a scrum framework.</li><li>Strong understanding of and experience with Agile practices, processes, and artifacts. </li><li>Experience and familiarity using tools including Jira, Jira Align, Miro, Microsoft Virtual Board, Microsoft Office, and Microsoft Teams.</li><li>Lead the impediment resolution process.</li><li>Partner with Squad Leads and team members to identify and manage dependencies.</li><li>Technology background strongly preferred.</li><li>Excellent communication and people skills; can rapidly build trust, positively influence others at all levels of the organization, and drive teams towards realizing outcomes.</li><li>Proven change agent capable of coaching agile practices to teams and individuals across distinct functions, experiences, and geographies (time zones) as they work through new and unfamiliar situations.</li><li>An effective, proven facilitator across all Scrum related events; Able to brainstorm with the team to generate solutions that address challenges and resolve roadblocks to accelerating value delivery.</li><li>An intellectual curiosity, passion for developing skills, modeling a culture of continuous learning, mentoring, and coaching.</li></ul><h2>The Team</h2>We support a cross-functional squad focusing on a seamless, fully digital account opening experience for our customers. Our Scrum Masters engage with all team members, including the Squad Leader, to reinforce an agile approach and principles into the daily work. By demonstrating and promoting Fidelity and agile leadership behaviors, we evolve and sustain an innovative agile culture.<h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Scrum Master - Fidelity Institutional Technology

<h2>Job Description:</h2><h2>Financial Representative</h2>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.<h2>The Expertise We're Looking For</h2><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><h2>The Purpose of Your Role</h2>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.<h2>The Skills You Bring</h2><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><h2>Our Investments in You</h2><h2>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!</h2><h2>The Value You Deliver</h2><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><h2>Certifications:</h2>Series 07 - FINRA, Series 66 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Financial Representative - Shrewsbury, MA

<h2>Job Description:</h2>The RoleWe are looking for investors that are highly driven, easy to work with, and passionate about economics, capital markets and investment decision-making to help our advisory and institutional clients build better portfolios.<ul><li>Deliver value to advisors and institutional clients seeking consultation on asset allocation, manager selection, and overall portfolio construction.</li><li>Synthesize the best of Fidelity's intellectual capital and incorporate thought leadership into portfolio construction:<ul><li>Gain a deep understanding of Fidelity's business cycle framework and asset allocation views from our Asset Allocation Research Team (AART).</li><li>Absorb manager research and thought leadership from Fidelity Institutional Wealth Adviser (FIWA) to maintain an open architecture investment approach and champion advisor education on topics such as portfolio construction with alternative investments.</li><li>Distill investment and market insights and establish a sound grasp of Fidelity's investment approach through quarterly meetings with Fidelity's top portfolio managers.</li><li>Advance market commentary, asset class and sector strategy, and macro views from Fidelity's Capital Market Strategy Group (CMSG)</li></ul></li><li>Collaborate with Portfolio Strategists, deliver on the needs of recurring clients, and complete ad hoc projects.</li><li>Communicate key findings &amp; actionable guidance in a clear, concise &amp; inspiring manner.</li><li>Be receptive to mentorship from leadership and team members.</li><li>Work alongside business partners in investment product &amp; distribution, macro strategy, investment sales, custody &amp; clearing relationship management.</li></ul>The Expertise and Skills You Bring<ul><li>3+ years' relevant work experience. Background in portfolio decision-making, providing investment guidance across multiple asset classes and styles is highly desirable.</li><li>CFA charterholder or progression toward the CFA designation.</li><li>FINRA Series 7 &amp; 63 licenses required within four months of joining.</li><li>Proven investment acumen, with the ability to respectfully challenge others' investment views.</li><li>Solid understanding of the mutual fund and ETF landscape.</li><li>Dynamic problem solver capable of independently completing complex portfolio analyses.</li><li>Ideal candidate will combine outstanding aptitude for tackling the hardest portfolio challenges with unusual grace &amp; persuasiveness.</li><li>Strong sales communication &amp; writing skills, including translating complex quantitative investment analysis into relevant, actionable investment solutions.</li><li>Developer of positive relationships with select internal &amp; external partners.</li></ul>The TeamThe Portfolio Construction Guidance Team (PCG) is a part of the Portfolio Construction Solutions Team within Fidelity Institutional (FI). We work closely with Fidelity's Asset Allocation Research Team (AART) and Fidelity Institutional Wealth Adviser (FIWA), Fidelity's Model Team, and sales and marketing teams. We are responsible for providing portfolio construction insights to our advisory clients.The base salary range for this position is $81,000-$137,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.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. 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.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.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.<h2>Certifications:</h2>Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Senior Manager, Portfolio Strategist

<h2>Job Description:</h2>The RoleAre you an inquisitive, hard-working leader focused on driving operational improvements through innovation, new skills/capabilities, and critical initiatives? The Fraud Prevention &amp; Detection Director is a meaningful leadership role that will enhance and establish controls, participate in strategic projects, and engage in daily operational activities focused on fraud and other significant events impacting our clients. The director will work collaboratively with leadership from other operations and demonstrate data analytics and problem-solving abilities to identify servicing issues requiring research, correction, and strategic recommendations to help prevent recurrence in the future. In addition, this role will review critical high risk business functions with an eye towards proactive identification of risk and improvement of our monitoring routines. The Expertise and Skills You Bring<ul><li>Bachelor's degree required; advanced degree preferred</li><li>10+ years proven experience in banking or financial investments evaluating, designing, and improving controls (i.e., fraud prevention, audit, risk, or quality management)</li><li>Subject matter expertise in fraud, including implementation of fraud detection strategies, tools, and processes</li><li>Highly motivated self-starter, with the ability to work on multiple tasks and handle shifting team priorities</li><li>Ability to communicate clearly, concisely, and impactfully</li><li>Experience in designing monitoring routines, dashboards, and other reports</li><li>Understanding of risks and controls</li><li>Proven process/operational evaluation experience</li><li>Ability to quickly understand sophisticated operations and processes</li><li>Well versed in data analytics capabilities and tools (e.g., Excel, PowerPoint, Tableau)</li><li>Ability to recommend process improvements based on operational reviews and data-driven insights</li><li>Ability to facilitate meetings with various audiences to influence decisions and document outcomes</li></ul>The TeamThe Anomaly Prevention &amp; Detection team was recently formed to safeguard the integrity and trust of our organization by proactively identifying, mitigating, and preventing fraud and other impactful risks through innovation, data-driven insights, and ethical practices. Our primary work products include process evaluation, data analysis, daily monitoring, and solution implementation with the intent of uncovering and addressing potential, and existing, fraudulent activity. Our goals include flexible and quick response to operational concerns and insertion of controls and capabilities to prevent them from reoccurring. We strive to build a secure environment where customers, employees, and partners can thrive, ensuring compliance and preserving our reputation.<h2>Certifications:</h2>Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

Director, Fraud Prevention & Detection

<h2>Job Description:</h2>We have a new and exciting opportunity for a Remote Licensed Director, Retirement Planner in the Greater Metro-Phoenix area! The position is remote and requires that you reside in the Greater Phoenix, AZ area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely. You work hard every day to help Fidelity's customers through some of the most complex and difficult decisions of their lives. Our interactions help customers feel more confident to make better decisions and achieve their own financial dreams.     As a Director, Retirement Planner, you're a pro at delivering fundamental and complex guidance to workplace retirement plan participants. Your role is key in helping each plan participant achieve success with planning for their future. The Expertise We're Looking For <ul><li>Bachelor's degree preferred or equivalent work experience </li><li>5 years minimum investment sales/financial planning experience </li><li>Series 7,63 (required) 65/66 within 90 days of hire </li><li>In pursuit of Certified Financial Planner (CFP)  Or Chartered Retirement Planning Counselor (CRPC) designation within 90 days of hire if you do not currently possess it. </li><li>*Proven track record in generating sales and managing relationships with high-net-worth clients </li></ul>The Purpose of Your Role As a Director, Retirement Planner, you will be an integral part of a cross-functional team consisting of the Managing Director, Workplace Regional Manager, Planning &amp; Guidance team, and retail partners.  You will facilitate high-quality 1:1 meetings with retirement plan participants, including basic plan overviews and more complex income planning and portfolio reviews. You'll be responsible for understanding the client's unique financial situation and providing personalized solutions. You will partner with the team to consistently deliver high levels of customer satisfaction, growing Personal &amp; Workplace Investments business in your region, client profitability, creating plan level opportunities and driving crossover relationships. The Skills You Bring <ul><li>Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and or retirement planning. </li><li>Outstanding written, verbal and interpersonal communication skills in order to interact with plan sponsors and participants. </li><li>Your exceptional presentation skills in virtual, one-on-one and group settings. </li><li>Your desire to continue your education through completion/participation in advanced degrees, certificate programs, institutes, or seminars </li></ul>The Value You Deliver <ul><li>You'll be responsible for exceeding assigned targets and driving both Personal &amp; Workplace Investments Sales, by providing direction and guidance on the planning, execution, and investing needs of our premium service eligible participants. </li><li>You will recognize opportunities and position Fidelity PWIS solutions while achieving assigned sales targets. </li><li>Primarily focused on working with the team in the field to ensure the personal satisfaction of the Premium Services eligible participants across multiple workplace companies. </li></ul>How Your Work Impacts the Organization You're tasked with creating awareness around retirement readiness and influencing our customers to take action to improve their personal retirement situation. You're providing value to Fidelity in a variety of ways such as increasing cash flow through increasing deferrals and driving crossover customers to create Personal &amp; Workplace Investment flows. <h2>Certifications:</h2>Series 07 - FINRA, Series 66 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees' Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. <a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity's hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.

483 Fidelity Investments Jobs