The Role
A proactive collaborator who is digitally innovative and a problem solver seeking an excellent opportunity to elevate our wealth planning applications. Seek a great teammate who is passionate about our Wealth offerings, dedicated to improving applications for our Fidelity Wealth customers.
The Expertise and Skills You BringBachelor’s degree with 8+ years of work experience including 4+ years of financial services experience
Knowledge of Fidelity Wealth Management offering, Wealth Solutions, and experience with Managed Accounts is preferred
Standout colleague with excellent communication, and project management abilities.
Experience identifying, and owning working with data to analyze, find opportunities, drive fact-based decision making, and measure results
Proficiency in an Agile way of working with experience collaborating and translating business requirements into action for designers and developers, including business acceptance testing, validation exercises, and release management.
Builds credibility and trust with diverse partners across varied business groups and understands how to influence without authority
Intellectually curiosity, with a continuous improvement approach, and models a culture of learning and coaching
Ability to balance business, operational, and technology needs with regulatory and audit requirements, collaborating and gaining agreement with Legal, Risk, and Compliance (LRC) as well as Audit (internal and external).
MBA, CFP or other related licenses or designations a plus
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Wealth SMA ( Separately Managed Accounts) & Entity Profiling squad is a key part of the Wealth Implementation and Experience Product Area, within the Wealth Solutions Domain. This squad supports a suite of Wealth applications that our planning and service / operations associates use to deliver best in class planning experiences for our Fidelity Wealth clients. The team is a multi-functional group of individuals with product management, product delivery, content development, and platform expertise. A high level of collaboration with key partners across the Wealth Solutions domain, Investment Advisor Group, Investor Services, Strategic Advisers, Financial Solutions, Marketing, and Legal, Risk and Compliance is vital.
Certifications:Category:Business AnalysisMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
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.
Top Skills
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
