Position Description:
Designs and develops Salesforce Customer-Relationship Management (CRM) platform using standard functions and modules of Salesforce.com, including Sales Cloud, Service Cloud, and Financial Services Cloud. Creates Lightning applications combining Lightning Design System, Lightning App Builder, and Lightning Web Component features. Implements Salesforce Application Programming Interfaces (APIs), Apex triggers, classes, callouts, SOQL, workflow rules, approval processes, visual flows, process builder, and platform events. Applies Salesforce design principles, technically scalable data modeling, Governor limits, and Force.com development best practices. Performs RESTful API and micro services development along with Salesforce API integration. Participates in the full Software Development Life Cycle following Salesforce.com administration and end user security requirements. Provides business solutions by developing complex or multiple software applications.
Primary Responsibilities:
Develops original and creative technical solutions to on-going development efforts.
Analyzes various use cases and resolves their impediments.
Automates internal and external processes to provide the best customer and developer experiences.
Develops full stack Web applications.
Supports and performs all phases of testing leading to implementation.
Drives release management aspects of projects.
Assists in the planning and conducting of user acceptance testing.
Develops comprehensive application documentation.
Responsible for post-installation testing of any problem.
Works on complex assignments and often multiple phases of a project.
Performs independent and complex technical and functional analysis for multiple projects supporting several initiatives.
Education and Experience:
Bachelor’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and three (3) years of experience as a Senior Software Engineer/Developer (or closely related occupation) implementing Salesforce Sales and service cloud capabilities or functions in a financial services environment, using Lightning Web Components (LWC) or OmniStudio.
Or, alternatively, Master’s degree in Computer Science, Engineering, Information Technology, Information Systems, or a closely related field (or foreign education equivalent) and one (1) year of experience as a Senior Software Engineer/Developer (or closely related occupation) implementing Salesforce Sales and service cloud capabilities or functions in a financial services environment, using Lightning Web Components (LWC) or OmniStudio.
Skills and Knowledge:
Candidate must also possess:
Demonstrated Expertise (“DE”) delivering CRM solutions in a financial services environment, using Salesforce Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud platforms, and CRM Analytics.
DE performing Salesforce development and customization by configuring, performing, and writing workflow developments and customizations, using APEX, triggers, flows, Aura, LWC, Tooling, Metadata API, and Velocity or OmniStudio.
DE performing the full Software Development Life Cycle (SDLC) -- performing DevOps and Continuous Integration/Continuous Development (CI/CD), using Jenkins, AutoRabit, uDeploy, Salesforce DX, and DevOps center (User Access Policies).
DE migrating and synchronizing customer profile data from legacy mainframe environments into Salesforce, using JCL, Control-M, and Informatica PC; and ensuring data integrity and enabling a unified 360° customer view, using a hybrid technology stack (COBOL, DB2, JCL, Snowflake, and Shell scripting).
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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.
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.
Skills Required
- Bachelor's degree in Computer Science, Engineering, IT, Information Systems or related field and 3 years' experience implementing Salesforce Sales/Service Cloud in financial services using LWC or OmniStudio
- Master's degree in Computer Science, Engineering, IT, Information Systems or related field and 1 year' experience implementing Salesforce Sales/Service Cloud in financial services using LWC or OmniStudio
- Demonstrated expertise delivering CRM solutions in financial services using Salesforce Sales Cloud, Service Cloud, Marketing Cloud, Data Cloud, and CRM Analytics
- Demonstrated expertise in Salesforce development and customization using Apex, triggers, Flows, Aura, LWC, Tooling API, Metadata API, Velocity or OmniStudio
- Experience with Salesforce design principles, scalable data modeling, Governor limits, Force.com best practices, platform events, workflow rules, approval processes, and visual flows
- Experience with RESTful API and microservices development and Salesforce API integration
- Experience with full SDLC, DevOps and CI/CD using Jenkins, AutoRabit, uDeploy, Salesforce DX, and DevOps Center
- Experience migrating and synchronizing customer profile data from legacy mainframe environments using JCL, Control-M, Informatica (PowerCenter), and ensuring data integrity
- Familiarity with legacy technologies and hybrid stacks including COBOL, DB2, JCL, Snowflake, and Shell scripting
- Ability to work onsite per Fidelity's onsite working model (onsite expectations may evolve)
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.
