Note: Fidelity will not provide immigration sponsorship for this position
The Role
As a member of this team, you will play a key role in facilitating the electronic discovery of relevant data across Fidelity’s data ecosystem, ensuring data preservation and integrity in accordance with established standards. You will manage, monitor, and respond to multiple preservation and collection requests involving electronically stored information (ESI), including email and other electronic data sources.
The Expertise and Skills You Bring
- In-depth knowledge of Microsoft Purview to support legal holds and preservation exercises, conduct searches, and export desired results
- Execute and track ESI preservation and collection requests involving, but not limited to: (1) email, (2) instant messages, (3) electronic documents, and (4) call recordings.
- Monitor and maintain accurate metrics and detailed tracking information related to preservation and collection efforts in a proprietary workflow system.
- Communicate status among different groups including: (1) eDiscovery team members, (2) litigation support, (3) in-house counsel, (4) corporate security, (5) compliance, and (6) other business partners.
- Ensure accuracy of the data preserved or collected, confirming that the search yielded the desired results.
- Assist in refining and documenting the eDiscovery team's processes to ensure work is conducted in the most defensible and efficient manner.
- Collaborate with other team members to ensure data of interest can be reviewed on eDiscovery platforms and meet criteria for investigation.
- Ability to understand and resolve exceptions encountered with the data (i.e., password protected files).
- Knowledge of the full Electronic Discovery Reference Model (EDRM) and document retention systems
The Team
The Legal Department at Fidelity provides guidance, oversight, and strategic counsel to ensure that Fidelity and its associates operate with integrity and in compliance with applicable laws and regulations. Within the department, the eDiscovery team is an integral function, responsible for identifying, preserving, and locating relevant data across the organization. They play a critical role in ensuring the integrity, completeness, and defensibility of information so that legal teams can rely on accurate and trustworthy data when addressing matters.
Together, our teams manage complex legal and compliance issues initiated by customers, regulators, and other stakeholders, including disputes, regulatory inquiries, and litigation, while partnering across the organization to mitigate risk and uphold a culture of accountability and transparency.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
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.
We offer a wide range of benefits 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.
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.
Certifications:Category:Information TechnologySkills Required
- In-depth knowledge of Microsoft Purview to support legal holds, preservation, searches, and exports
- Execute and track ESI preservation and collection requests for email, instant messages, electronic documents, and call recordings
- Monitor and maintain accurate metrics and detailed tracking in a proprietary workflow system
- Communicate status with eDiscovery team, litigation support, in-house counsel, corporate security, compliance, and business partners
- Ensure accuracy of preserved/collected data and confirm searches yield desired results
- Refine and document eDiscovery processes to ensure defensibility and efficiency
- Collaborate to ensure data can be reviewed on eDiscovery platforms and meets investigation criteria
- Ability to understand and resolve data exceptions (e.g., password-protected files)
- Knowledge of the Electronic Discovery Reference Model (EDRM) and document retention systems
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
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.
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