Top Tech Jobs & Startup Jobs

Support Fidelity customers by phone and in person, answering account questions, processing withdrawals and transfers, identifying resources, and placing trades. Complete paid training and FINRA licensing exams while developing skills for a future career in financial planning and advice. The role begins with mostly remote work and transitions to a fully onsite Investor Center position.

Manage daily trade confirmations, reconciliations, reporting, inquiries, and escalations for alternative investment products including hedge funds, REITs, and private funds. Coordinate with internal teams, fund companies, and transfer agents; ensure compliance with policies and procedures; resolve complex operational issues; oversee transaction processing; support process improvements; maintain supervisory procedures; and serve as a subject matter expert on projects and escalations.

Supports Fidelity customers by answering account questions, processing withdrawals and transfers, placing trades, and identifying resources. Receives paid training and study support to obtain SIE, Series 7, and Series 66 licenses. The role begins primarily remotely with one weekly onsite day, then transitions to a fully onsite Investor Center position while developing financial services and customer relationship skills.

The Relationship Manager develops and strengthens relationships with Fidelity’s high-value clients, supports branch teams, organizes Financial Consultants, and aligns daily activities with client needs. Responsibilities include cultivating a book of business, identifying opportunities to add value, facilitating targeted appointments, supporting financial planning discussions, and delivering personalized service. The role requires regulatory licensing, financial services experience, strong communication, planning knowledge, compliance awareness, and collaboration.

Provides personalized financial planning consultations, conducts joint client appointments, identifies asset consolidation and referral opportunities, and develops client engagement strategies. The role uses financial planning tools and Salesforce to understand client needs, present guidance, implement plans, and strengthen long-term relationships. It also partners with Financial Consultants and Wealth Planners, supports complex planning opportunities, mentors associates, and makes outbound calls to educate clients and uncover opportunities.

Develop customized financial plans, recommend investment solutions, and help clients make informed investment decisions. Engage existing clients and warm leads, conduct one-on-one planning appointments, understand financial goals, and refer clients to wealth management partners when appropriate. The role emphasizes relationship growth, consultative communication, investment product knowledge, regulatory licensing, and use of Fidelity’s planning resources.

Develop customized financial plans, recommend investment solutions, and help clients make informed investment decisions. Engage existing clients and warm leads, conduct one-on-one appointments, grow client relationships, and refer clients to wealth management partners based on their needs and financial complexity. Use Fidelity planning tools and investment product knowledge to provide consultative guidance while maintaining regulatory compliance.

Leads Fidelity Charitable Catalyst Fund grantmaking across the Deep South and national donor engagement initiatives. Manages a portfolio of 40+ grants, including diligence, recommendations, grantee relationships, goal setting, progress monitoring, and impact analysis. Represents the Fund with donors, nonprofits, and philanthropic organizations; advises on strategy, research, communications, and board initiatives; and partners across Fidelity teams to increase donor engagement. Requires at least 50% travel.

Serves as a trusted financial advisor and relationship manager for senior executives and C-suite clients. Provides personalized financial planning, retirement income strategies, investment guidance, and asset management support. Integrates workplace benefits into comprehensive plans, drives client engagement and business growth, presents executive services, cultivates referrals and event opportunities, and expands assets under management. Requires strong financial services sales experience, executive relationship skills, strategic advising ability, and travel up to 50%.

Lead the design, operation, scaling, security, and reliability of enterprise artifact management platforms. Responsibilities include managing repositories, software supply chain controls, cloud and hybrid migrations, high availability, observability, disaster recovery, incident response, and cost efficiency. The role also leads and develops an engineering team while partnering with DevOps, CI/CD, security, SRE, and developer teams.