Jobs at Fidelity Investments

Supports Fidelity’s branch team by managing relationships with high-value clients, organizing Financial Consultants, coordinating client appointments, and identifying opportunities to deepen client engagement. The role requires personalized service, financial planning knowledge, market and product familiarity, compliance awareness, and the ability to cultivate a book of business while building long-term client relationships.

Serve as Fidelity’s branch-facing financial representative by supporting clients, handling front-lobby transactions, identifying needs, deepening relationships, and making effective introductions. Provide exceptional customer service, promote branch success, champion technology adoption, and complete training for required Series 7 and Series 66 licenses.

Represents Fidelity in drafting and negotiating agreements with major plan sponsor clients. Partners with Sales, Relationship Management, Operations, Finance, Product Management, Compliance, and Legal to achieve business objectives while managing legal and compliance risk. Serves as the primary representative for complex contracting issues, develops creative solutions, and builds internal and external client relationships.

Leads a team of systems analysts responsible for requirements, workflow mapping, data integrity, process improvement, and solution delivery. Partners with product, architecture, engineering, UX, operations, and business teams across the analysis lifecycle. Sets strategic direction, manages priorities and capacity, develops talent, drives Agile and delivery standards, and advises leadership using data-driven insights.

Leads CICS and z/OS performance and capacity analysis across large-scale mainframe environments. Responsibilities include forecasting, workload modeling, tuning, incident and problem management, resiliency assessment, modernization measurement, and executive communication. The role partners with application, database, middleware, storage, network, operations, architecture, and vendor teams; mentors engineers; supports high-severity production events; and develops recommendations balancing customer experience, capacity, resiliency, operational simplicity, and technology costs.

Leads DB2 for z/OS performance and capacity analysis across large-scale mainframe environments. Responsibilities include workload modeling, forecasting, tuning, SQL and package analysis, incident investigation, resiliency assessment, modernization measurement, and executive recommendations. The role partners across application, infrastructure, database, storage, network, and vendor teams; mentors engineers; supports critical incidents; and governs performance for major technology initiatives and business events.

Coordinates incoming and outgoing payroll data feeds for clients and vendors. Elicits business requirements, supports solution development, testing, and enablement, and contributes to end-to-end implementation projects. The role requires client and business-partner collaboration, strong communication, prioritization across concurrent objectives, independent execution, and adaptability in ambiguous situations.

As a Principal Full Stack Engineer at Fidelity, you'll develop Micro-Services and UIs, lead technical direction, and ensure high-quality software for asset management. You'll engage with various stakeholders and help implement best practices across teams.

Lead the design, development, and support of scalable full stack applications and cloud-native data solutions for asset management. Build data integrations and APIs using Oracle, Java, Python, and AWS; contribute to architecture and technology decisions; conduct code reviews; improve reliability, performance, security, and automation; troubleshoot production issues; and collaborate with distributed global teams.

Engage clients face-to-face in an Investor Center, provide personalized financial planning and investment guidance, uncover client needs, recommend investment solutions, and deepen relationships by attracting additional assets. The role serves an existing client base, requires strong knowledge of investment products, client communication skills, and FINRA licensing or the ability to obtain required licenses.

Conduct quantitative equity investment research across alpha modeling, factor investing, risk analysis, portfolio construction, simulations, and strategy back-testing. Develop investment methodologies, evaluate signals, communicate actionable recommendations, and collaborate with portfolio managers, researchers, and technology teams. Maintain and improve quantitative research infrastructure while applying programming, database, optimization, and portfolio risk tools to support investment decisions.

Leads strategic relationships with institutional 401(k) and employee benefits clients, serving as a trusted advisor to plan sponsors, consultants, and C-suite stakeholders. Oversees client satisfaction, strategic planning, plan design discussions, pricing negotiations, regulatory concerns, and issue resolution. Coordinates internal Fidelity teams across multiple benefits products while developing client-specific relationship strategies and business plans.

Lead the Data Solutions function for Fidelity’s Retail Analytics Data Platform. Responsibilities include defining product strategy and roadmap priorities, establishing customer intake and prioritization models, setting adoption and success measures, partnering with analytics, governance, engineering, and architecture teams, and leading a data solutions team. The role requires executive stakeholder management, data platform product judgment, and expertise in data quality, privacy, security, compliance, and governance.

Leads a team of Regional Investment Consultants selling Fidelity investment products to financial intermediaries. Oversees the Edward Jones partnership, drives sales results, develops sales professionals, coaches pipeline and sales techniques, establishes performance standards, and ensures compliant client interactions. Collaborates with external wholesalers and supports advisor engagement, fund representation, and sales growth within the channel.

Leads financial analysis, planning, business performance management, and strategic recommendations for Fidelity’s Investment Advisor Group. Partners with business, Finance, and Compensation leaders on advisor compensation strategy, goal setting, and financial performance. Independently manages complex analyses, translates insights into actionable guidance, and mentors junior financial analysts.

Process alternative investment trades, including subscriptions, capital calls, and redemptions, into and out of custody. Ensure accurate, timely processing while following policies, procedures, and regulatory requirements. Resolve complex issues, manage multiple deadlines, maintain quality and productivity, and communicate complex processes effectively. The role supports brokerage operations for institutional and high-net-worth investment services.

Build scalable AI capabilities for Fidelity Wealth, partnering with business, product, architecture, data, and platform teams. Develop secure, reliable, production-ready solutions; apply modern software architecture, cloud platforms, testing, and design patterns; lead technical discussions; mentor engineers; and deliver end-to-end full-stack systems.

Provides strategic finance partnership and financial management for corporate real estate. Responsibilities include expense and capital expenditure reporting, month-end close, variance analysis, forecasting, budgeting, financial modeling, data visualization, strategic recommendations, and process improvement. Partners with real estate and finance stakeholders while supporting special projects and management reporting.

Engage clients through appointments, webinars, market briefings, and live events to educate them on Fidelity’s brokerage offerings and trading strategies. Apply equity, options, technical, and fundamental analysis to support informed trading, improve customer retention, and identify business development opportunities. Maintain expertise in market mechanics, volatility, option Greeks, and statistics while representing Fidelity across digital and in-person channels.

Lead a portfolio of Core Custody applications and engineering teams to deliver scalable, resilient, cloud-based microservices. Translate strategy into prioritized backlogs, ensure modern development practices (IaC, CI/CD, test automation, containerization), drive architectural consistency, collaborate with product and stakeholders, hire and mentor engineers, and manage remote associates for mission-critical systems.