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<h2>Job Description:</h2><p>Systematic High Yield Portfolio Manager </p><p>This position will be a part of the Systematic Fixed Income Strategies, a division of Quantitative Research &amp; Investments team (QRI) of Fidelity Management and Research Company.  In this role, the candidate will be responsible for implementation of active credit systematic strategies with focus on high-quality execution and transparency. The successful candidate will work closely with research and trading to ensure systematic strategies are applied to the portfolios accurately and in line with portfolio guidelines and risk budgets. The candidate will also contribute to the design and development of active systematic strategies through alpha idea generation and research into execution methods for implementation alpha. Successful candidate will also help develop analytics, reports, tools, and framework to attribute performance, monitor risks and improve execution.</p><p>QRI is responsible for the management and development of new quantitative 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 investment and research team dedicated to Systematic Fixed Income is responsible for the research, design, development, and implementation of systematic active Fixed Income strategies.</p><p>Responsibilities</p><ul><li>Daily management and re-balancing of portfolio investments and cash flows in a risk-controlled manner.</li><li>Help design and enhance active credit systematic investment strategies by identifying new investment insights and research low-cost implementation methods.</li><li>Design and develop analysis and monitoring tools to achieve best practices in all aspects of the investment process. (Portfolio Construction/Risk Management/Attribution/Transaction Cost Analysis).</li><li>Working closely with Fidelity Trading team to ensure optimal execution and be a leader towards building the future state of trading workflow.</li><li>Ensure that all portfolios are managed to the highest fiduciary standards</li><li>Perform cash management processes and derivative life-cycle events</li><li>Effectively collaborate with researchers and portfolio managers across the rest of Fidelity.</li></ul><p>Qualifications</p><ul><li>Advanced degree in Engineering, Physics, Mathematics, Economics, Finance, Computer Science, or other quantitative discipline.</li><li>At least 5-10 years of working experience in building and managing portfolios, portfolio optimization, construction tools, investment processes etc.</li><li>Portfolio Management or Trading experience with one or more Credit Instruments (Corporates/CDS/CDX/Bank Loans; HY/EM)</li><li>Strong knowledge of fixed income markets, instruments, and analytics.</li><li>Experience with financial packages and portfolio management tools (e.g.,  Bloomberg and electronic trading platforms)</li><li>Aptitude with programming languages (e.g., Python, MATLAB, SQL, VBA) and relational databases. Coding experience preferred, especially in Python</li><li>Very strong interpersonal and verbal communication skills and eagerness to work in a team environment</li></ul><h2>Certifications:</h2><p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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.</p> <p><strong>Join Us</strong></p> <p>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.</p> <p><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. 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 all business days of every other week in a Fidelity office. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. 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.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>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.</p><p>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>.</p>

Fidelity Investments

Portfolio Manager, Systematic High Yield

<h2>Job Description:</h2><p>Are you interested in serving the needs of millions of customers by building the outstanding digital experience that helps them in financial planning, investing, and retirement solutions?</p><p>We're looking for product-aware technology leaders who are passionate, inquisitive, and responsible individuals to help us on our mission to deliver the best omni-channel experience to our customers. Our chapter comprises teams that work on a wide range of applications and platforms across <a href="http://fidelity.com/" target="_blank">Fidelity.com</a>, Fidelity Mobile and Investor Centers. The Chapter Leader (CL) brings skilled expertise as an Engineering thought leader and partner to aligned product management teams, providing Chapter leadership, fostering a vibrant community of growth, development, and continuous improvement across chapter skillset disciplines.  This multi-faceted role is critical to the development of customer-centric solutions founded on progressive engineering principles and disciplines.</p><p>The Value You Deliver</p><p>Progressive Engineering Leadership:</p><ul><li><p>Providing Engineering expertise, thought leadership and consulting in the Triad of Product Mgmt, Engineering &amp; Human-Centric Design - to Squads across product management teams to ensure we are building the best products, platforms, and experiences functionally and technically</p></li><li><p>Work collaboratively with the squad leader to prioritize technical efforts and provide input on product features and capabilities.</p></li><li><p>Collaborate with architecture and Platform Engineering teams on setting technical direction and ensure alignment with our technology strategy.</p></li><li><p>Drive scale &amp; reuse by leveraging platforms and capabilities.</p></li><li><p>Accelerate &amp; increase efficiency by continuously improving engineering &amp; operations practices.</p></li><li><p>Engage as a Subject Matter Expert, staying abreast of and contributing to external industry trends, advancements, and innovations in technical areas of expertise</p></li></ul><p>Engaging Chapter Leadership:</p><ul><li><p>Create and promote the vision, roadmap, and expectations for the chapter community</p></li><li><p>Define and execute a workforce plan to attract, hire, build and retain skills of talent across chapters</p></li><li><p>Responsible for decision making across the Chapter on standards, resources, and overall direction of work through proactive partnership with Chapter Area leaders, Product Area Leaders, etc.</p></li><li><p>Collaborate with Chapter Area Leader to plan for and provide the skilled talent needed to ensure squads have the right expertise, at the right time, to get work done</p></li><li><p>Curate large learning events and facilitate learning at scale to promote skill, career, and development growth for chapter leaders and chapter members.</p></li><li><p>Maintain and share knowledge and expertise on the evolving needs of customers, internal and external markets, and industry trends and changes across chapter community</p></li><li><p>Oversee, navigate, and lead Chapter members through a high degree of organizational complexity in support of cross-domain and cross-product area work.</p></li><li><p>Manage chapter members related talent reviews, performances, compensation, goal setting, development, and top talent recruitment practices</p></li><li><p>Advance Diversity and Inclusion through promotion of inclusive hiring practices, mentoring and coaching</p></li></ul><p>The Skills and Expertise You Bring</p><ul><li><p>7-10+ years of functional experience in product management, technology and/or business, with a high level of agile, analytical, and coaching skills.</p></li><li><p>Advanced working knowledge of omni channel stack including NodeJS, Angular, TypeScript, Mobile Native tech (Swift, Kotlin) utilizing automation Tools/Frameworks (Mocha, Jasmine, Selenium, Protractor) and deployed via continuous delivery infrastructure (Jenkins, Concourse)</p></li><li><p>API Design &amp; Development and Microservices Architecture.</p></li><li><p>Advanced knowledge of cloud-based technologies (AWS, Azure)</p></li><li><p>Advanced level of knowledge of multiple disciplines and experience with multiple BUs, functions, products, and/or processes is required.</p></li><li><p>Deep understanding of agile and strategies for maximizing the effectiveness of the methodology through best practices, coaching and continuous improvement</p></li><li><p>Authenticity and personal commitment to coach engineers across multiple levels, craft frameworks for skills progression, influence careers, and build leadership skills.</p></li><li><p>Proven track record, inspiring the creativity and innovation of your teams, creating a culture of inclusion, experimentation, exploration, and continuous learning.</p></li><li><p>Ability to collaborate across business units, with peers and leadership to ensure chapter objectives, KPI's and standards are aligned.</p></li><li><p>Ability to attract, hire, build and retain a pool of diverse, talented chapter members with the skills needed to execute today and in the future.</p></li><li><p>Ability to effectively connect with and influence all levels of the organization and motivate change.</p></li><li><p>Ability to negotiate and influence for favorable outcomes even at the most senior level.</p></li></ul><p>The Team</p><p>This team builds and gives to Fidelity's digital presence. As a Engineering Chapter Leader, you will lead teams to develop omni channel user experiences and the underlying platforms needed to support our digital presence on a cloud-based infrastructure. You will provide the technology know-how, leadership and influencing skills to be accountable for overall technology strategy, digital transformation, thought leadership and talent development across the Digital Servicing Technology Chapter and multiple business units for internet facing technologies that span both web and mobile.</p><p>You will lead initiatives that supply ideas to improve our products as well as develop your skills, learn new technologies and languages, and continue to learn while maintaining a strong focus on providing coaching, mentorship and driving talent development across our engineering teams. We're looking for highly motivated individuals who work well in an iterative and fast-paced environment.</p><p>How Your Work Impacts the Organization</p><p>With you as a core member of the technology leadership team, we will together continue to drive and enhance a strong engineering culture that is built on these foundational principles:</p><ul><li><p>Imagine. Innovate. Inspire. Keep it cool: Cultivate an inclusive organizational culture, champion positive energy &amp; family spirit, recognize greatness, support each other &amp; enjoy the journey.</p></li><li><p>Elevate the floor; Influence the horizontal: Commit to developing leadership at all levels. Help your peers &amp; team get better by raising standards within and around while maintaining a strong focus on building future leaders.</p></li><li><p>Tightly aligned; loosely coupled: Establish or enhance partnerships across the organization to ensure alignment towards enterprise standards, tools and reusability while providing direction for teams to operate autonomously.</p></li><li><p>Level Up on Craftsmanship: Treat learning as a journey not a destination. Commit to learning and guiding as a part of your life.</p></li><li><p>Build the "Best" Tech together: Promote innovation driven by purpose and practicing autonomy with responsibility.</p></li></ul><p>We believe that diversity in background and experience will cultivate an inclusive and engaging work environment for our employees. This ultimately enables us to deliver a better product for our customers. While being technically competent is a core driver, we believe that delivering the best possible customer experience requires an artful blend of human ingenuity and technology. While we value smart technologists, we are fanatics about our culture that promotes aligned autonomy and leadership at all levels. People who are great cultural fits demonstrate curiosity to learn, are unafraid to break things, step up and take the lead, take ownership of their projects, and thrive by sharing knowledge.</p><h2>Certifications:</h2><p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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.</p> <p><strong>Join Us</strong></p> <p>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.</p> <p><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. 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 all business days of every other week in a Fidelity office. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. 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.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>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.</p><p>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>.</p>

Director - Digital Experience Engineering (Front End Technologies)

<h2>Job Description:</h2><h2>The Role</h2><p>Fidelity Brokerage has an opening for a Principal DevOps engineer with expertise in Android deployments.</p><p>As our build steward, you will own the CI/CD pipelines for the Android platform, and be responsible for supporting the build, test, and release processes. This position will help accelerate the integration of test automation, and champion sound engineering practices to ensure the team's success, both now and in the future.</p><h2>The Expertise and Skills You Bring</h2><p>You know that reliable and performant pipelines are the secret to our success, and you have the passion and skill to deliver them! You have a proven record building and improving pipelines at scale. Your strengths include strong communication and collaboration skills, and you excel in your ability to influence an organization to constantly improve their products and processes.</p><p>Ideal candidates will have a forward-thinking approach to work, anticipating inflection points (like Gradle and Android SDK upgrades) to have the pipelines ready in advance. This role is inclusive of related tasks such as handling security scans, generating build health reports, and assisting teams with test automation.</p><p>Comfort with Kotlin and one or more scripting languages, such as bash, Groovy, or Python is required. You get bonus points for familiarity with topics like Espresso UI Automation Tests and accessibility testing and remediation.</p><p>Experience navigating a highly regulated industry is a definite bonus.</p><h2>Desired experience includes:</h2><ul><li>Six to nine years of creating and improving mobile CI/CD pipelines using Jenkins or other cloud-based build systems</li><li>Experience with tools and technologies such as Artifactory, AWS, Docker, and Gradle, plus an understanding of the Google Play Store processes</li></ul><h2>The Team</h2><p>Millions of Fidelity's customers interact with us through our mobile applications. This role is essential to our ability to ship those applications with the quality and reliability expected from us. Our team, Engineering Efficiency and Assurance, is dedicated to increasing the velocity and quality of our digital products.</p><h2>Company Overview</h2><p>At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit <a href="https://jobs.fidelity.com/?utm_source=fidelitycareers.com&amp;utm_medium=vanity" target="_blank">Fidelitycareers.com</a></p><p><i>Fidelity Investments is an equal opportunity employer.</i></p><h2>Certifications:</h2><p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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.</p> <p><strong>Join Us</strong></p> <p>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.</p> <p><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. 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 all business days of every other week in a Fidelity office. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. 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.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>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.</p><p>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>.</p>

Principal Mobile Engineer (Android DevOps)

<h2>Job Description:</h2><h2>Financial Consultant</h2><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h2>The Purpose of Your Role</h2><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h2>The Expertise We're Looking For</h2><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><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>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h2>The Skills You Bring</h2><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h2>Our Investments in You</h2><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><h2>The Value You Deliver</h2><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h2>Certifications:</h2>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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.</p> <p><strong>Join Us</strong></p> <p>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.</p> <p><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. 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 all business days of every other week in a Fidelity office. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. 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.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>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.</p><p>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>.</p>

Financial Consultant - Gold Coast, IL

<h2>Job Description:</h2><h2>Financial Representative</h2><p>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.</p><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><p>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.</p><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 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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.</p> <p><strong>Join Us</strong></p> <p>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.</p> <p><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. 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 all business days of every other week in a Fidelity office. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. 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.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>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.</p><p>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>.</p>

Financial Representative - Shrewsbury, MA

<h2>Job Description:</h2><h2>The Role</h2><p>We (Fidelity Fund and Investment Operations Technology) are looking for a Principal Software Engineer to join one of our agile development squads to provide software engineering excellence to our suite of corporate actions applications. We are in the midst of an exciting evolution to meet the strategic corporate actions needs of Fidelity. If you are customer obsessed and passionate about advocating for stability improvements, scalability, and enjoy supporting the breadth and depth of a technology organization where no two days are alike, this is an outstanding opportunity for you in a core Fidelity business.</p><p>The Purpose of This Role</p><p>Having strong technical chops, understanding our systems, and having empathy for our customers is a given.  You have a proven track record of successfully delivering projects which had a positive impact on our systems, product, team, and customers. You have strong, educated and pragmatic, opinions both on what we do and how we do it.  You also have the pragmatism and experience to yield the floor and allow better ideas to prevail. You continue to grow your skills as a professional developer.  Great products come from the fusion of rock solid engineering, clear product vision, and a hypersensitivity to the customer experience.  You live our design and development methodologies, understand our business, and are on a continued pursuit to build empathy for our customers. While you are entrenched in the development, maintenance, and testing of one product area, your view expands to the product vertical your team operates in.  You work with your team's Architect to ensure sound technical direction.<br> </p><p>The Expertise We're Looking For</p><ul><li>6-9 years of experience.  Completed three or more projects on commercially available applications.</li><li>Bachelors or Masters degree in Computer Science, Computer Engineering, Software Engineering, or equivalent.</li><li>A proven track record of success in working with dynamic technology focused project teams</li><li>Ability to data-mine and troubleshoot issues</li><li>Familiarity with SWIFT messaging structure a plus</li></ul><p>The Value You Deliver</p><ul><li>Ability to quickly learn and Analyze complex Systems</li><li>Exceptional Analytical Skills</li><li>Strong Financial and/or Corporate Actions Knowledge</li><li>Ability to work independently</li><li>Excellent technical and communication skills</li><li>Ability to create and maintain documentation wherever necessary</li><li>Should be innovative and works as collaborator with Scrum team</li><li>Analysis, design, development, unit testing and execution, to strict coding standards</li></ul><p>The Skills That Are Key To This Role</p><ul><li>Web Front end skills - Modern Angular experience</li><li>Strong Java / J2EE experience</li><li>Solid background in Spring / Spring Boot / Hibernate Frameworks</li><li>Exposure to Oracle databases &amp; RDS</li><li>Solid SQL/PL-SQL background</li><li>CI/CD tools such as Shell scripting, Maven, BitBucket, MEND, Git/Stash, Jenkins, Artifactory, uDeploy etc.</li><li>Experience in cloud technology with a strong preference to AWS experience/certification</li><li>Motivated/driven to get things done and deliver on team commitments.</li><li>Ability to work in a team and take direction well.</li><li>Self-motivated and responds to supervision.  Asks relevant questions.</li><li>Can adapt to changing conditions and coach others through change.</li><li>Possesses ability to communicate efficiently verbally and through written documentation.</li><li>Maintains a broad understanding of our systems, customers, and business goals.</li></ul><p>The Skills That Are Good To Have For This Role</p><ul><li>Embody and live the Scrum values of commitment, courage, focus, openness, and respect in all interactions, both within and outside of the team. </li><li>Be a team member.  Listen a lot.  Ask questions to seek clarity. Take the floor when you have information, experience, or perspective to share.  Communicate impediments as they arise.</li><li>A Scrum team collectively delivers on their sprint goals and commitments.  All team members are expected to always be intimately familiar with, and working towards delivery of those commitments, never against. </li><li>In partnership with Product Management, actively seek to gain a deeper understanding of the business context under which your team operates.  Leverage this understanding to present feature recommendation to your Product Owner.</li><li>In partnership with Design, continue to build empathy for the primary, as well as secondary, personas your vertical supports.  Leverage this empathy to recommend small design changes to your Designer. </li><li>Complete modifications, refactoring, and bug fixes to existing functionality without the need for oversight.</li><li>Perform complex changes and complicated refactoring without the need for direction of an experienced team member.</li><li>While made up of many disciplines, the team delivers on commitments together.  Perform documentation, design, and testing tasks as required by the team.</li><li>Actively participate and contribute to technical discussions and code reviews.</li><li>Evangelize and promote the successes and learnings of your team in formal ceremonies, such as sprint demos, as well as in casual conversation.</li><li>Write queries, scripts, and data upgrades.</li><li>Take point on supporting deployments and releases.</li></ul><h2>Certifications:</h2><p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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.</p> <p><strong>Join Us</strong></p> <p>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.</p> <p><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. 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 all business days of every other week in a Fidelity office. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. 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.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>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.</p><p>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>.</p>

Principal Full Stack Engineer (Angular, Java)

<h2>Job Description:</h2><h2>Financial Consultant</h2><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h2>The Purpose of Your Role</h2><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h2>The Expertise We're Looking For</h2><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><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>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h2>The Skills You Bring</h2><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h2>Our Investments in You</h2><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><h2>The Value You Deliver</h2><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul>The base salary range for this position is $55,000 - $75,000 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><h2>Certifications:</h2>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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.</p> <p><strong>Join Us</strong></p> <p>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.</p> <p><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. 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 all business days of every other week in a Fidelity office. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. 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.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>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.</p><p>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>.</p>

Financial Consultant - San Francisco, CA

<h2>Job Description:</h2><p>Do you want to make a difference in our customers’ lives and be part of a highly collaborative, cross-functional team committed to improving the value of our services within Fidelity Brokerage Operations &amp; Technology (FBOT)?</p><p>The Role</p><p>As Senior Manager, Asset Services, you will blend brokerage expertise with the necessary skills to develop the team while acting as the leader for this organization. The Senior Manager has operational oversight of all announcement and reconciliation processes associated with corporate actions and income payments for the Fidelity Agency Lending business.</p><p>The Expertise and Skills You Bring</p><ul><li>10+ years of Brokerage Operations experience required.</li><li>Operational experience supporting international processing required.</li><li>Functional experience with agency lending required.</li><li>Experience supporting international stock lending preferred.</li><li>Act as an intermediary between banks and borrowers focusing on the importance of timely and accurate communication.</li><li>Manage expiration date events (and relevant liabilities) along with reconciliation of new entitlements for a variety of regionally specific corporate actions.</li><li>Event and instruction management in proprietary Fidelity applications.</li><li>Accountable for key talent management processes including hiring, on boarding, goal setting, performance evaluations and other career development activities for a team.</li><li>Excellent interpersonal skills with the ability to collaborate, empower and communicate effectively and assertively with internal and external stakeholders.</li><li>Ability to adjust team/departmental priorities to support changing needs.</li><li>Participation as a key stakeholder in prioritization of enhancements and new releases of core functional systems.</li><li>Track record of end-to-end process improvement delivering tangible business results.</li><li>Series 99 or 7 required.</li></ul><p>The Team</p><p>This dynamic team is a part of FBOT within the Operations &amp; Services Group (OSG), Asset Servicing division. The OSG team is responsible for the accurate and timely announcement and processing of Domestic and International Corporate Action and Income events in a high energy and fast-paced team environment. The team is responsible for supporting the Agency Lending business.</p>The base salary range for this position is $71,000-$120,000 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><h2>Certifications:</h2>Series 99 - FINRA<p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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.</p> <p><strong>Join Us</strong></p> <p>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.</p> <p><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. 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 all business days of every other week in a Fidelity office. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. 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.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>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.</p><p>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>.</p>

Senior Manager, Fidelity Agency Lending Corporate Actions

<h2>Job Description:</h2><h2>Investment Consultant</h2><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><h2>The Purpose of Your Role</h2><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><h2>The Expertise We're Looking For</h2><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><h2>The Skills You Bring</h2><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><h2>Our Investments in You</h2><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><h2>The Value You Deliver</h2><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>The base salary range for this position is $56,000 - $72,000 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><h2>Certifications:</h2>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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.</p> <p><strong>Join Us</strong></p> <p>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.</p> <p><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. 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 all business days of every other week in a Fidelity office. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. 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.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>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.</p><p>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>.</p>

Investment Consultant - Tukwila, WA

<h2>Job Description:</h2><p>Seeking an Account Executive (AE) who will successfully promote and sell Fidelity's health &amp; welfare (H&amp;W) administrative services in the ~2,500 and above participant segment. In addition to administrative services, this includes Voluntary Benefits, Reimbursement Accounts, Wellness Solutions (e.g., Digital Care Navigation), and the positioning of Workplace Consulting health &amp; welfare capabilities.</p><p>THIS POSITION IS WORK FROM HOME/REMOTE LOCATION NATIONWIDE</p><p>The AE will be responsible for:</p><ul><li>Developing and executing strategies for selling the product to workplace customers</li><li>Managing internal and external relationships and qualifying sales leads on an ongoing basis</li><li>Identifying customer potential, understanding customer needs, presenting the product value proposition, and closing sales</li><li>Supporting the development and delivery of sales collateral, as well as translating feedback from the field to continuously improve the effectiveness of sales and marketing efforts</li><li>Working with product management to demonstrate product capabilities and manage exception requests</li><li>Positioning Fidelity's other healthcare products including Health Savings Accounts</li></ul><p>In the near term, focus is primarily on H&amp;W sales to existing Fidelity retirement plan clients.  Over the longer term, the candidate should possess the potential to engage in multi-product sales and to prospect externally.</p><p>The Expertise You Have</p><ul><li>Deep knowledge of the H&amp;W industry and the product and services landscape</li><li>Adept at developing and executing on a personal sales plan</li><li>Experience with closing enterprise sales in the national accounts market</li><li>A natural fit within Fidelity's culture of teamwork and ethics</li><li>Requires ~60-75% travel</li><li>College degree preferred or equivalent experience</li><li>Must currently have or obtain insurance producer licenses for Group Life, Accident &amp; Health and Property &amp; Casualty (P&amp;C) licenses for individual products within 120 days of hire</li></ul><p>The Skills You Bring</p><ul><li>Proven ability to execute business-to-business sales and to meet sales targets</li><li>Critical thinking with the ability to decipher prospect needs / interests and devise effective strategies accordingly</li><li>Strategic planning and deal analytics skills</li><li>Understanding of and ability to sustain the complex sale and longer institutional cycle</li><li>Ability to gain the confidence of executive leaders internally and externally</li><li>Strong interpersonal, influencing, and negotiating skills</li><li>Excellent time management and organizational skills, and the ability to work independently with little supervision</li><li>Effective presentation skills</li><li>Competency in the use of Salesforce.com and other tools for reporting and forecasting</li></ul><p>The Value You Deliver</p><ul><li>Qualifying customers, identifying needs, and delivering solutions</li><li>Supporting the ongoing development of the product and services</li></ul><h2>Certifications:</h2><p><strong>Company Overview</strong></p> <p>Fidelity Investments is a privately held company with a mission <em>to strengthen the financial well-being of our clients.</em> 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.</p> <p><strong>Join Us</strong></p> <p>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.</p> <p><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. 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 all business days of every other week in a Fidelity office. </p> <p><strong>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry</strong>. 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.</p> <p>We invite you to <strong>Find Your Fidelity</strong> at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.</p> <p>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.</p><p>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>.</p>

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