Jobs at Fidelity Investments

Serves as the primary contact for institutional digital asset clients, handling service requests, resolving operational issues, processing requests accurately, and improving client satisfaction. Builds long-term relationships, participates in client meetings and service reviews, collaborates with implementation, relationship management, technology, operations, product, and business development teams, and drives process improvements and innovation.

Supports integrated marketing programs for Fidelity’s institutional investor segment, coordinating digital campaigns, events, communications, social media, product marketing, timelines, assets, and compliance approvals. Partners with client-facing and cross-functional teams, prepares marketing updates and materials, and analyzes market insights, campaign results, and industry trends to improve program effectiveness.

Handle inbound customer inquiries about 401(k) accounts, withdrawals, loans, and account maintenance via phone and digital channels. Complete 14-week training cohort, provide empathetic service, troubleshoot basic tech issues, document interactions, and participate in team activities and coaching. Full-time hourly role with potential overtime.

Leads the Amendment Consulting team supporting IRS pre-approved document amendments for Fidelity’s retirement business. Oversees client and investment professional support, ERISA compliance coordination, service delivery, process improvement, stakeholder management, prioritization, risk mitigation, escalations, and cross-functional collaboration with Legal, Implementation, Relationship Management, and Sales teams. Manages associates in a matrix structure and uses KPIs and Agile methodologies to improve outcomes.

Provides executive administrative support to senior Fidelity Compliance leaders, including managing calendars, complex meetings, domestic and international travel, events, expenses, communications, and confidential information. The role requires strong organization, judgment, adaptability, discretion, and the ability to prioritize multiple tasks while collaborating with administrative peers and supporting broader team needs.

Provides personalized financial planning consultations, conducts joint client appointments, identifies asset consolidation and referral opportunities, and develops client engagement strategies. The role uses Salesforce and Glance to manage relationships and enhance client experiences, supports plan implementation, makes outbound calls, and partners with Financial Consultants or Wealth Planners on complex planning opportunities. It also mentors colleagues and promotes Fidelity’s financial planning offerings.

Provides physical security and customer service while patrolling assigned areas, responding to incidents, inspecting security equipment, enforcing company policies, documenting activities, and serving as a first responder during emergencies. The role requires rotating shifts, sound judgment under pressure, professional interaction with associates and visitors, and effective use of security and life-safety equipment.

Provides financial and business performance analysis for Fidelity’s Brokerage Finance team. Delivers data-driven insights, visualizations, executive presentations, and decision support to guide strategy and monitor initiatives. Partners across finance and business teams, maintains consistent analytical standards, manages multiple high-priority projects, and coaches team members. Requires financial modeling, dashboard development, data analysis, communication, and knowledge of finance datasets and business performance metrics.

Leads institutional segment marketing for Fidelity, developing annual strategies, integrated omni-channel campaigns, event programs, and client engagement initiatives. Partners with business, sales, relationship management, and marketing stakeholders to promote investment products and solutions, optimize sponsorship investments, communicate marketing updates, and apply industry trends to segment strategy. Requires strong cross-functional leadership, communication, presentation, and marketing expertise in asset management or financial services.

Supports and modernizes Fidelity’s enterprise IBM z/OS mainframe environment. Responsibilities include installing and maintaining system software with SMP/E, leading upgrades and technology refreshes, supporting Parallel Sysplex and disaster recovery architectures, resolving critical incidents, automating operations with JCL, REXX, Python, Ansible, and advancing modern tooling such as z/OSMF, Zowe, APIs, and Git. Provides technical leadership, vendor coordination, mentoring, platform observability, reliability improvements, and production support.

Supports onboarding and delivery of Private Markets products within fund and investment operations. Acts as the liaison among stakeholders, product management, end users, and systems teams; translates complex business needs into system requirements and solutions. Leads initiatives, develops use cases and documentation, performs data analysis and user acceptance testing, and influences architecture and process improvements. Requires expertise in alternative investments, private market structures, asset management operations, accounting, derivatives, and investment platforms.

Engage with clients in an Investor Center, provide personalized financial planning and investment guidance, build and deepen client relationships, recommend investment solutions, and expand client assets. The role requires strong communication, relationship-building, investment knowledge, regulatory licensing, initiative, collaboration, and a commitment to client-centered service.

Serve as Fidelity’s branch-facing Financial Representative by supporting clients, handling lobby transactions, assessing needs, strengthening relationships, and identifying opportunities for additional services. Provide exceptional customer service, make effective introductions, support branch success, champion new technology, and complete training for required Series 7 and Series 66 licenses.

Supports investors with trading, investment, and account-related needs through inbound client interactions. Processes securities transactions, explains market and investment concepts, applies regulatory requirements, resolves client requests, and recommends relevant products and solutions. The role requires strong knowledge of financial markets, investment products, brokerage operations, and securities regulations, along with FINRA licensing and excellent communication skills.

Leads comprehensive financial and estate planning engagements for high-net-worth clients and advisors. Provides expertise in retirement, investment, insurance, tax, trusts, estates, and family wealth transfer planning using tools such as eMoney. Oversees a regional territory, collaborates with advisors, coaches junior team members, and communicates complex planning concepts clearly. The role requires extensive planning experience, client relationship skills, and Series 7 and 66 licensing.

Supports investors with trading, investment, and account-related needs through inbound client interactions. Processes complex securities transactions, explains financial markets and investment products, ensures regulatory compliance, educates clients, resolves requests, and identifies relevant products and solutions. Requires strong communication, attention to detail, financial knowledge, and the ability to manage multiple priorities in a fast-paced environment.

Provides comprehensive financial planning and guidance to executive clients with workplace benefit plans and assets typically under $3 million. Builds and deepens executive relationships, recommends retirement, investment, insurance, and wealth-planning solutions, incorporates employee benefits into financial plans, develops a book of business, identifies asset-gathering opportunities, and partners with senior planning consultants on complex client needs. Travel may be required up to 25%.

Supports investors with trading, investment, and account-related needs through inbound client interactions. Processes complex securities transactions, explains market and investment concepts, applies regulatory requirements, and identifies opportunities to connect clients with additional products and solutions. Builds client trust and loyalty through accurate, personalized service and consultative guidance.

Supports digital marketing campaigns by publishing website content, managing social media, assisting with email and event marketing, maintaining distribution lists, proofreading content, monitoring competitors, and contributing to campaign reporting. Collaborates with cross-functional teams under senior marketing leadership while helping maintain brand consistency and campaign performance.

Leads quality engineering for complex digital platform deliveries by defining end-to-end test strategies, building automated testing frameworks, integrating tests into CI/CD pipelines, managing test data, and diagnosing failures. Advises on production readiness, reinforces quality standards, conducts quality reviews, and coordinates testing across teams. The role requires strong automation, database, cloud, DevOps, analytical, and cross-functional leadership skills.