Jobs at Fidelity Investments

Provide high-touch wealth planning and investment advice to high-net-worth clients. Develop personalized, multigenerational financial roadmaps, implement integrated strategies across investments, retirement, tax, and protection planning, and build long-term client relationships to increase wallet share and referrals.

The Senior Manager oversees audit workflows and financial data integrity for regulatory reporting, ensuring accuracy and compliance. Responsibilities include leading reconciliations, identifying risks, and managing reporting priorities.

The Trading Architect will design and build software for Fidelity's trading platform, focusing on low latency trading systems and service architecture.

The Senior High Yield Research Analyst conducts credit analysis, develops financial models, and provides investment recommendations, mentoring junior analysts, and tracking market trends.

Senior Systems Analyst driving systems discovery, architectural analysis, and scalable technical designs for enterprise cloud platforms. Lead cross‑domain initiatives, define API and data contracts, perform advanced SQL analysis, influence test and automation strategies, and apply Generative AI responsibly to improve analysis, documentation, and decision support. Partner with product, engineering, and stakeholders from discovery through release readiness.

As a Relationship Manager, you will develop and maintain relationships with important clients, enhancing client engagement and satisfaction through excellent service and support.

The Audit Director will oversee audits related to digital assets, improving controls and compliance across operations while leading a team of auditors.

Work in a Fidelity Investor Center to deliver customized financial plans, use firm planning tools, engage existing clients and warm leads, present investment solutions, grow client relationships, and refer complex needs to wealth management partners. Role requires in-branch attendance.

Lead database engineering for mission-critical platforms: administer Oracle and other databases, perform performance analysis and query tuning, design database solutions and replication, run POCs for new technologies, define standards for operations/migrations/onboarding, collaborate with enterprise teams, and produce technical documentation.

Lead the delivery of on-site amenities and hospitality services, overseeing vendor performance and developing a team to enhance workplace experience.

Provide front‑line client service in a Fidelity branch: handle lobby transactions, ensure compliance, identify opportunities to deepen client relationships, support branch growth, and prepare for/maintain Series 7 and Series 66 licensure. Act as a technology champion and collaborate with teammates to deliver excellent client experiences.

Manage and support large Db2 on z/OS sysplex environment and cloud databases (Aurora PostgreSQL, Aerospike). Provide database administration, replication and migration support, SQL tuning, utilities maintenance, 12x7 on-call coverage, and database engineering for production systems.

Monitor trades and portfolios across equity, fixed income and alternative funds to ensure compliance with client, regulatory, prospectus, Board and internal policies. Educate and advise portfolio managers and traders, support information barrier controls, assist regulatory change projects, and recommend process improvements. Provide timely reporting and risk-reduction through real-time and post-trade monitoring.

Serve as a trusted financial advisor and primary relationship manager for C-suite and senior-executive clients within workplace benefit plans. Provide personalized financial planning, retirement income strategies, investment guidance, and asset management. Drive client engagement, business growth, and AUM expansion through presentations, referrals, seminars, and relationship management while collaborating with internal teams.

Work directly with existing clients and warm leads to develop customized financial plans using Fidelitys planning and guidance tools. Recommend and implement investment solutions, grow relationships through proactive outreach and referrals, and use technology to run efficient one-on-one appointments. Provide consultative advice aligned with clients goals while complying with regulatory requirements.

Lead development of AI/ML solutions including predictive modeling, NLP and LLM fine-tuning. Manage full model lifecycle from EDA and feature engineering to validation, operationalization, and experimentation. Partner with business stakeholders, synthesize findings, and deploy scalable AI agents and RAG/vector-based applications.

Serve as the branch's primary client-facing representative, handling front-lobby transactions, ensuring compliance, delivering exceptional service, identifying client needs, and making introductions to deepen relationships. Support branch success by adopting technology, maintaining attention to detail, and completing multiple tasks while preparing for required FINRA licensing.

Support branch Financial Consultants by strengthening client relationships, organizing daily activities, facilitating targeted client appointments, and cultivating a book of business. Provide personalized financial planning insight, operate within compliance and deadlines, and collaborate with team members to deepen long-term client engagement.

Serve as the branch face for Fidelity, deliver exceptional client service, manage front-lobby transactions and compliance, identify client needs and opportunities, and drive branch growth through relationship-building and referrals. Receive training and support to obtain Series 7 and Series 66 licenses.

Process mandatory and voluntary corporate actions daily, input events into the fund accounting system, coordinate information among Front Office, PMs, Treasurer, Fund Accounting and custodians, escalate high-risk items, communicate complex events to stakeholders, and ensure accurate corporate actions reporting and data management.